Home > Comerica Bank & Trust > Fiduciary and Related Services
Comerica Bank & Trust, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,375,000 | 33 |
| Number of Managed Accounts | $10,577,000 | 25 |
| Number of Non-Managed Accounts | $2,798,000 | 38 |
| Total fiduciary and related assets | $32,483,215,000 | 45 |
| Managed Assets ($) | $15,221,538,000 | 35 |
| Non-managed Assets ($) | $17,261,677,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $97,804,000 | 43 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,223,000 | 33 |
| Number of Managed Accounts | $10,435,000 | 26 |
| Number of Non-Managed Accounts | $2,788,000 | 36 |
| Total fiduciary and related assets | $30,300,329,000 | 46 |
| Managed Assets ($) | $13,983,000,000 | 39 |
| Non-managed Assets ($) | $16,317,329,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,381,000 | 43 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,026,000 | 35 |
| Number of Managed Accounts | $10,257,000 | 26 |
| Number of Non-Managed Accounts | $2,769,000 | 38 |
| Total fiduciary and related assets | $30,910,291,000 | 46 |
| Managed Assets ($) | $13,799,202,000 | 39 |
| Non-managed Assets ($) | $17,111,089,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,612,000 | 43 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $17,495,000 | 33 |
| Number of Managed Accounts | $14,114,000 | 22 |
| Number of Non-Managed Accounts | $3,381,000 | 37 |
| Total fiduciary and related assets | $29,488,724,000 | 49 |
| Managed Assets ($) | $13,055,507,000 | 42 |
| Non-managed Assets ($) | $16,433,217,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,853,000 | 48 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $17,444,000 | 33 |
| Number of Managed Accounts | $14,091,000 | 22 |
| Number of Non-Managed Accounts | $3,353,000 | 38 |
| Total fiduciary and related assets | $28,598,141,000 | 50 |
| Managed Assets ($) | $12,481,644,000 | 42 |
| Non-managed Assets ($) | $16,116,497,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $88,887,000 | 46 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $17,164,000 | 34 |
| Number of Managed Accounts | $13,900,000 | 22 |
| Number of Non-Managed Accounts | $3,264,000 | 36 |
| Total fiduciary and related assets | $26,958,093,000 | 50 |
| Managed Assets ($) | $11,531,288,000 | 42 |
| Non-managed Assets ($) | $15,426,805,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $69,179,000 | 46 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $16,787,000 | 32 |
| Number of Managed Accounts | $13,625,000 | 22 |
| Number of Non-Managed Accounts | $3,162,000 | 30 |
| Total fiduciary and related assets | $28,682,494,000 | 40 |
| Managed Assets ($) | $12,515,653,000 | 35 |
| Non-managed Assets ($) | $16,166,841,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,103,000 | 37 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $16,597,000 | 32 |
| Number of Managed Accounts | $13,571,000 | 21 |
| Number of Non-Managed Accounts | $3,026,000 | 32 |
| Total fiduciary and related assets | $30,175,227,000 | 40 |
| Managed Assets ($) | $13,776,649,000 | 34 |
| Non-managed Assets ($) | $16,398,578,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,118,000 | 39 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $16,573,000 | 31 |
| Number of Managed Accounts | $13,614,000 | 21 |
| Number of Non-Managed Accounts | $2,959,000 | 34 |
| Total fiduciary and related assets | $30,584,099,000 | 38 |
| Managed Assets ($) | $14,463,637,000 | 34 |
| Non-managed Assets ($) | $16,120,462,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,336,000 | 39 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $16,709,000 | 31 |
| Number of Managed Accounts | $13,802,000 | 21 |
| Number of Non-Managed Accounts | $2,907,000 | 32 |
| Total fiduciary and related assets | $29,305,686,000 | 39 |
| Managed Assets ($) | $13,789,903,000 | 34 |
| Non-managed Assets ($) | $15,515,783,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,374,000 | 39 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $17,357,000 | 30 |
| Number of Managed Accounts | $14,490,000 | 21 |
| Number of Non-Managed Accounts | $2,867,000 | 33 |
| Total fiduciary and related assets | $28,907,444,000 | 38 |
| Managed Assets ($) | $13,902,360,000 | 35 |
| Non-managed Assets ($) | $15,005,084,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,959,000 | 40 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $17,435,000 | 30 |
| Number of Managed Accounts | $14,687,000 | 19 |
| Number of Non-Managed Accounts | $2,748,000 | 34 |
| Total fiduciary and related assets | $27,294,441,000 | 38 |
| Managed Assets ($) | $13,207,447,000 | 35 |
| Non-managed Assets ($) | $14,086,994,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,161,000 | 41 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,971,000 | 33 |
| Number of Managed Accounts | $12,708,000 | 22 |
| Number of Non-Managed Accounts | $2,263,000 | 39 |
| Total fiduciary and related assets | $22,969,816,000 | 42 |
| Managed Assets ($) | $11,545,369,000 | 38 |
| Non-managed Assets ($) | $11,424,447,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,152,000 | 42 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,844,000 | 33 |
| Number of Managed Accounts | $12,629,000 | 22 |
| Number of Non-Managed Accounts | $2,215,000 | 37 |
| Total fiduciary and related assets | $20,816,050,000 | 41 |
| Managed Assets ($) | $10,589,952,000 | 36 |
| Non-managed Assets ($) | $10,226,098,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,190,000 | 42 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,039,000 | 33 |
| Number of Managed Accounts | $12,864,000 | 22 |
| Number of Non-Managed Accounts | $2,175,000 | 37 |
| Total fiduciary and related assets | $20,014,810,000 | 41 |
| Managed Assets ($) | $10,254,545,000 | 38 |
| Non-managed Assets ($) | $9,760,265,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,930,000 | 41 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,361,000 | 33 |
| Number of Managed Accounts | $13,205,000 | 22 |
| Number of Non-Managed Accounts | $2,156,000 | 38 |
| Total fiduciary and related assets | $18,340,199,000 | 42 |
| Managed Assets ($) | $9,288,998,000 | 38 |
| Non-managed Assets ($) | $9,051,201,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,874,000 | 42 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,339,000 | 33 |
| Number of Managed Accounts | $13,210,000 | 22 |
| Number of Non-Managed Accounts | $2,129,000 | 40 |
| Total fiduciary and related assets | $19,755,684,000 | 43 |
| Managed Assets ($) | $10,352,945,000 | 38 |
| Non-managed Assets ($) | $9,402,739,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $67,255,000 | 41 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,275,000 | 33 |
| Number of Managed Accounts | $13,214,000 | 23 |
| Number of Non-Managed Accounts | $2,061,000 | 39 |
| Total fiduciary and related assets | $18,864,318,000 | 46 |
| Managed Assets ($) | $9,796,992,000 | 40 |
| Non-managed Assets ($) | $9,067,326,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,978,000 | 42 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,182,000 | 33 |
| Number of Managed Accounts | $13,187,000 | 22 |
| Number of Non-Managed Accounts | $1,995,000 | 42 |
| Total fiduciary and related assets | $18,548,760,000 | 45 |
| Managed Assets ($) | $9,662,964,000 | 39 |
| Non-managed Assets ($) | $8,885,796,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,750,000 | 42 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,299,000 | 33 |
| Number of Managed Accounts | $13,324,000 | 22 |
| Number of Non-Managed Accounts | $1,975,000 | 42 |
| Total fiduciary and related assets | $17,893,254,000 | 44 |
| Managed Assets ($) | $9,425,052,000 | 39 |
| Non-managed Assets ($) | $8,468,202,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,219,000 | 42 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,249,000 | 33 |
| Number of Managed Accounts | $13,340,000 | 23 |
| Number of Non-Managed Accounts | $1,909,000 | 44 |
| Total fiduciary and related assets | $16,705,489,000 | 45 |
| Managed Assets ($) | $8,718,590,000 | 39 |
| Non-managed Assets ($) | $7,986,899,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,006,000 | 43 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,397,000 | 33 |
| Number of Managed Accounts | $13,560,000 | 23 |
| Number of Non-Managed Accounts | $1,837,000 | 42 |
| Total fiduciary and related assets | $17,576,329,000 | 44 |
| Managed Assets ($) | $9,351,830,000 | 39 |
| Non-managed Assets ($) | $8,224,499,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,062,000 | 43 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,263,000 | 32 |
| Number of Managed Accounts | $13,469,000 | 23 |
| Number of Non-Managed Accounts | $1,794,000 | 45 |
| Total fiduciary and related assets | $16,865,006,000 | 44 |
| Managed Assets ($) | $9,035,453,000 | 39 |
| Non-managed Assets ($) | $7,829,553,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,958,000 | 43 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,303,000 | 33 |
| Number of Managed Accounts | $13,499,000 | 23 |
| Number of Non-Managed Accounts | $1,804,000 | 48 |
| Total fiduciary and related assets | $16,570,948,000 | 47 |
| Managed Assets ($) | $8,999,443,000 | 39 |
| Non-managed Assets ($) | $7,571,505,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,430,000 | 43 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,247,000 | 33 |
| Number of Managed Accounts | $13,479,000 | 23 |
| Number of Non-Managed Accounts | $1,768,000 | 49 |
| Total fiduciary and related assets | $16,592,838,000 | 47 |
| Managed Assets ($) | $9,046,230,000 | 38 |
| Non-managed Assets ($) | $7,546,608,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,800,000 | 42 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,930,000 | 33 |
| Number of Managed Accounts | $13,246,000 | 24 |
| Number of Non-Managed Accounts | $1,684,000 | 49 |
| Total fiduciary and related assets | $15,811,481,000 | 47 |
| Managed Assets ($) | $8,742,166,000 | 38 |
| Non-managed Assets ($) | $7,069,315,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,843,000 | 42 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,708,000 | 32 |
| Number of Managed Accounts | $13,074,000 | 23 |
| Number of Non-Managed Accounts | $1,634,000 | 50 |
| Total fiduciary and related assets | $15,355,323,000 | 47 |
| Managed Assets ($) | $8,449,804,000 | 39 |
| Non-managed Assets ($) | $6,905,519,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,444,000 | 42 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,109,000 | 32 |
| Number of Managed Accounts | $12,528,000 | 24 |
| Number of Non-Managed Accounts | $1,581,000 | 51 |
| Total fiduciary and related assets | $15,049,029,000 | 46 |
| Managed Assets ($) | $8,345,344,000 | 39 |
| Non-managed Assets ($) | $6,703,685,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,521,000 | 42 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,884,000 | 32 |
| Number of Managed Accounts | $12,363,000 | 24 |
| Number of Non-Managed Accounts | $1,521,000 | 53 |
| Total fiduciary and related assets | $14,298,043,000 | 46 |
| Managed Assets ($) | $7,895,228,000 | 39 |
| Non-managed Assets ($) | $6,402,815,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,092,000 | 42 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,807,000 | 32 |
| Number of Managed Accounts | $12,326,000 | 25 |
| Number of Non-Managed Accounts | $1,481,000 | 51 |
| Total fiduciary and related assets | $14,080,398,000 | 46 |
| Managed Assets ($) | $7,863,344,000 | 40 |
| Non-managed Assets ($) | $6,217,054,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,804,000 | 43 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,570,000 | 32 |
| Number of Managed Accounts | $12,132,000 | 24 |
| Number of Non-Managed Accounts | $1,438,000 | 52 |
| Total fiduciary and related assets | $13,451,265,000 | 46 |
| Managed Assets ($) | $7,550,652,000 | 40 |
| Non-managed Assets ($) | $5,900,613,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,951,000 | 43 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,467,000 | 32 |
| Number of Managed Accounts | $12,095,000 | 24 |
| Number of Non-Managed Accounts | $1,372,000 | 53 |
| Total fiduciary and related assets | $12,535,324,000 | 48 |
| Managed Assets ($) | $7,527,731,000 | 40 |
| Non-managed Assets ($) | $5,007,593,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,090,000 | 43 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,319,000 | 30 |
| Number of Managed Accounts | $11,942,000 | 23 |
| Number of Non-Managed Accounts | $1,377,000 | 57 |
| Total fiduciary and related assets | $12,953,975,000 | 47 |
| Managed Assets ($) | $7,521,126,000 | 40 |
| Non-managed Assets ($) | $5,432,849,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,322,000 | 43 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,123,000 | 30 |
| Number of Managed Accounts | $11,759,000 | 23 |
| Number of Non-Managed Accounts | $1,364,000 | 54 |
| Total fiduciary and related assets | $12,674,707,000 | 46 |
| Managed Assets ($) | $7,320,298,000 | 40 |
| Non-managed Assets ($) | $5,354,409,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,085,000 | 43 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,976,000 | 30 |
| Number of Managed Accounts | $11,681,000 | 23 |
| Number of Non-Managed Accounts | $1,295,000 | 55 |
| Total fiduciary and related assets | $12,700,813,000 | 48 |
| Managed Assets ($) | $7,789,062,000 | 41 |
| Non-managed Assets ($) | $4,911,751,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,673,000 | 44 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,696,000 | 30 |
| Number of Managed Accounts | $11,427,000 | 21 |
| Number of Non-Managed Accounts | $1,269,000 | 56 |
| Total fiduciary and related assets | $12,208,512,000 | 50 |
| Managed Assets ($) | $7,870,782,000 | 42 |
| Non-managed Assets ($) | $4,337,730,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,391,000 | 46 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,478,000 | 31 |
| Number of Managed Accounts | $11,189,000 | 21 |
| Number of Non-Managed Accounts | $1,289,000 | 60 |
| Total fiduciary and related assets | $11,783,729,000 | 51 |
| Managed Assets ($) | $7,552,913,000 | 42 |
| Non-managed Assets ($) | $4,230,816,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,521,000 | 44 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,002,000 | 32 |
| Number of Managed Accounts | $10,846,000 | 21 |
| Number of Non-Managed Accounts | $1,156,000 | 61 |
| Total fiduciary and related assets | $10,750,354,000 | 55 |
| Managed Assets ($) | $7,077,633,000 | 41 |
| Non-managed Assets ($) | $3,672,721,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,486,000 | 44 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $11,297,000 | 34 |
| Number of Managed Accounts | $9,966,000 | 26 |
| Number of Non-Managed Accounts | $1,331,000 | 57 |
| Total fiduciary and related assets | $11,387,297,000 | 49 |
| Managed Assets ($) | $7,548,888,000 | 41 |
| Non-managed Assets ($) | $3,838,409,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,067,000 | 45 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $10,732,000 | 35 |
| Number of Managed Accounts | $9,455,000 | 26 |
| Number of Non-Managed Accounts | $1,277,000 | 59 |
| Total fiduciary and related assets | $10,439,236,000 | 53 |
| Managed Assets ($) | $6,647,452,000 | 45 |
| Non-managed Assets ($) | $3,791,784,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,513,000 | 48 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $10,414,000 | 34 |
| Number of Managed Accounts | $9,113,000 | 27 |
| Number of Non-Managed Accounts | $1,301,000 | 62 |
| Total fiduciary and related assets | $10,469,212,000 | 53 |
| Managed Assets ($) | $6,534,621,000 | 45 |
| Non-managed Assets ($) | $3,934,591,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,995,000 | 48 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $10,090,000 | 35 |
| Number of Managed Accounts | $8,854,000 | 27 |
| Number of Non-Managed Accounts | $1,236,000 | 57 |
| Total fiduciary and related assets | $9,721,302,000 | 53 |
| Managed Assets ($) | $5,670,781,000 | 46 |
| Non-managed Assets ($) | $4,050,521,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,757,000 | 47 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,897,000 | 35 |
| Number of Managed Accounts | $8,670,000 | 26 |
| Number of Non-Managed Accounts | $1,227,000 | 59 |
| Total fiduciary and related assets | $9,006,212,000 | 54 |
| Managed Assets ($) | $5,325,345,000 | 46 |
| Non-managed Assets ($) | $3,680,867,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,063,000 | 47 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,547,000 | 36 |
| Number of Managed Accounts | $8,348,000 | 26 |
| Number of Non-Managed Accounts | $1,199,000 | 61 |
| Total fiduciary and related assets | $9,204,646,000 | 54 |
| Managed Assets ($) | $5,209,163,000 | 46 |
| Non-managed Assets ($) | $3,995,483,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,084,000 | 49 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,207,000 | 36 |
| Number of Managed Accounts | $8,120,000 | 25 |
| Number of Non-Managed Accounts | $1,087,000 | 69 |
| Total fiduciary and related assets | $8,610,975,000 | 56 |
| Managed Assets ($) | $4,825,692,000 | 47 |
| Non-managed Assets ($) | $3,785,283,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,088,000 | 51 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,604,000 | 36 |
| Number of Managed Accounts | $7,690,000 | 26 |
| Number of Non-Managed Accounts | $914,000 | 70 |
| Total fiduciary and related assets | $7,799,452,000 | 57 |
| Managed Assets ($) | $4,602,096,000 | 49 |
| Non-managed Assets ($) | $3,197,356,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,584,000 | 53 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,219,000 | 36 |
| Number of Managed Accounts | $7,323,000 | 26 |
| Number of Non-Managed Accounts | $896,000 | 68 |
| Total fiduciary and related assets | $7,083,484,000 | 59 |
| Managed Assets ($) | $4,152,485,000 | 49 |
| Non-managed Assets ($) | $2,930,999,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,123,000 | 54 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,587,000 | 41 |
| Number of Managed Accounts | $6,783,000 | 28 |
| Number of Non-Managed Accounts | $804,000 | 74 |
| Total fiduciary and related assets | $7,033,260,000 | 59 |
| Managed Assets ($) | $4,006,037,000 | 50 |
| Non-managed Assets ($) | $3,027,223,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,803,000 | 55 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,275,000 | 42 |
| Number of Managed Accounts | $6,494,000 | 28 |
| Number of Non-Managed Accounts | $781,000 | 82 |
| Total fiduciary and related assets | $6,723,186,000 | 59 |
| Managed Assets ($) | $3,760,667,000 | 50 |
| Non-managed Assets ($) | $2,962,519,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,900,000 | 50 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,141,000 | 43 |
| Number of Managed Accounts | $6,412,000 | 30 |
| Number of Non-Managed Accounts | $729,000 | 77 |
| Total fiduciary and related assets | $7,077,365,000 | 61 |
| Managed Assets ($) | $3,470,874,000 | 53 |
| Non-managed Assets ($) | $3,606,491,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,695,000 | 51 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,016,000 | 44 |
| Number of Managed Accounts | $6,275,000 | 31 |
| Number of Non-Managed Accounts | $741,000 | 79 |
| Total fiduciary and related assets | $7,456,881,000 | 62 |
| Managed Assets ($) | $3,760,156,000 | 56 |
| Non-managed Assets ($) | $3,696,725,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,528,000 | 50 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,654,000 | 44 |
| Number of Managed Accounts | $5,954,000 | 31 |
| Number of Non-Managed Accounts | $700,000 | 82 |
| Total fiduciary and related assets | $7,330,618,000 | 61 |
| Managed Assets ($) | $3,706,660,000 | 55 |
| Non-managed Assets ($) | $3,623,958,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,865,000 | 49 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,385,000 | 49 |
| Number of Managed Accounts | $5,690,000 | 32 |
| Number of Non-Managed Accounts | $695,000 | 93 |
| Total fiduciary and related assets | $7,158,773,000 | 62 |
| Managed Assets ($) | $3,580,935,000 | 56 |
| Non-managed Assets ($) | $3,577,838,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,037,000 | 50 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,175,000 | 48 |
| Number of Managed Accounts | $5,510,000 | 31 |
| Number of Non-Managed Accounts | $665,000 | 86 |
| Total fiduciary and related assets | $6,636,051,000 | 62 |
| Managed Assets ($) | $3,184,484,000 | 58 |
| Non-managed Assets ($) | $3,451,567,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,076,000 | 51 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,025,000 | 48 |
| Number of Managed Accounts | $5,382,000 | 31 |
| Number of Non-Managed Accounts | $643,000 | 88 |
| Total fiduciary and related assets | $6,268,693,000 | 62 |
| Managed Assets ($) | $2,944,817,000 | 60 |
| Non-managed Assets ($) | $3,323,876,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,743,000 | 50 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,934,000 | 48 |
| Number of Managed Accounts | $5,317,000 | 32 |
| Number of Non-Managed Accounts | $617,000 | 94 |
| Total fiduciary and related assets | $6,293,016,000 | 61 |
| Managed Assets ($) | $2,985,721,000 | 59 |
| Non-managed Assets ($) | $3,307,295,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,250,000 | 48 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,804,000 | 55 |
| Number of Managed Accounts | $5,187,000 | 35 |
| Number of Non-Managed Accounts | $617,000 | 110 |
| Total fiduciary and related assets | $6,242,421,000 | 62 |
| Managed Assets ($) | $2,851,106,000 | 62 |
| Non-managed Assets ($) | $3,391,315,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,094,000 | 55 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,263,000 | 56 |
| Number of Managed Accounts | $4,699,000 | 36 |
| Number of Non-Managed Accounts | $564,000 | 97 |
| Total fiduciary and related assets | $5,988,820,000 | 63 |
| Managed Assets ($) | $2,634,443,000 | 64 |
| Non-managed Assets ($) | $3,354,377,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,215,000 | 57 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,151,000 | 58 |
| Number of Managed Accounts | $4,619,000 | 41 |
| Number of Non-Managed Accounts | $532,000 | 98 |
| Total fiduciary and related assets | $5,590,665,000 | 65 |
| Managed Assets ($) | $2,364,383,000 | 65 |
| Non-managed Assets ($) | $3,226,282,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,570,000 | 58 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,018,000 | 57 |
| Number of Managed Accounts | $4,521,000 | 41 |
| Number of Non-Managed Accounts | $497,000 | 101 |
| Total fiduciary and related assets | $5,227,609,000 | 64 |
| Managed Assets ($) | $2,167,950,000 | 67 |
| Non-managed Assets ($) | $3,059,659,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,318,000 | 56 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,924,000 | 62 |
| Number of Managed Accounts | $4,410,000 | 41 |
| Number of Non-Managed Accounts | $514,000 | 128 |
| Total fiduciary and related assets | $5,125,507,000 | 68 |
| Managed Assets ($) | $2,192,344,000 | 70 |
| Non-managed Assets ($) | $2,933,163,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,434,000 | 59 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,872,000 | 60 |
| Number of Managed Accounts | $4,374,000 | 42 |
| Number of Non-Managed Accounts | $498,000 | 109 |
| Total fiduciary and related assets | $6,439,125,000 | 66 |
| Managed Assets ($) | $2,460,528,000 | 67 |
| Non-managed Assets ($) | $3,978,597,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,043,000 | 60 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,804,000 | 63 |
| Number of Managed Accounts | $4,343,000 | 44 |
| Number of Non-Managed Accounts | $461,000 | 122 |
| Total fiduciary and related assets | $6,726,841,000 | 70 |
| Managed Assets ($) | $2,661,734,000 | 71 |
| Non-managed Assets ($) | $4,065,107,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,729,000 | 63 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,705,000 | 64 |
| Number of Managed Accounts | $4,081,000 | 45 |
| Number of Non-Managed Accounts | $624,000 | 98 |
| Total fiduciary and related assets | $7,119,110,000 | 69 |
| Managed Assets ($) | $2,486,080,000 | 73 |
| Non-managed Assets ($) | $4,633,030,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,184,000 | 62 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,625,000 | 68 |
| Number of Managed Accounts | $4,036,000 | 46 |
| Number of Non-Managed Accounts | $589,000 | 117 |
| Total fiduciary and related assets | $7,565,138,000 | 66 |
| Managed Assets ($) | $2,578,615,000 | 73 |
| Non-managed Assets ($) | $4,986,523,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,759,000 | 67 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,557,000 | 66 |
| Number of Managed Accounts | $4,004,000 | 46 |
| Number of Non-Managed Accounts | $553,000 | 98 |
| Total fiduciary and related assets | $7,429,577,000 | 67 |
| Managed Assets ($) | $2,472,232,000 | 74 |
| Non-managed Assets ($) | $4,957,345,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,994,000 | 67 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,411,000 | 69 |
| Number of Managed Accounts | $3,891,000 | 48 |
| Number of Non-Managed Accounts | $520,000 | 107 |
| Total fiduciary and related assets | $7,348,077,000 | 69 |
| Managed Assets ($) | $2,335,371,000 | 76 |
| Non-managed Assets ($) | $5,012,706,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,331,000 | 70 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,175,000 | 70 |
| Number of Managed Accounts | $3,683,000 | 49 |
| Number of Non-Managed Accounts | $492,000 | 108 |
| Total fiduciary and related assets | $6,815,134,000 | 68 |
| Managed Assets ($) | $2,027,612,000 | 83 |
| Non-managed Assets ($) | $4,787,522,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,720,000 | 69 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,172,000 | 73 |
| Number of Managed Accounts | $3,707,000 | 48 |
| Number of Non-Managed Accounts | $465,000 | 133 |
| Total fiduciary and related assets | $6,871,317,000 | 68 |
| Managed Assets ($) | $2,099,645,000 | 78 |
| Non-managed Assets ($) | $4,771,672,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,878,000 | 78 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,078,000 | 75 |
| Number of Managed Accounts | $3,625,000 | 53 |
| Number of Non-Managed Accounts | $453,000 | 115 |
| Total fiduciary and related assets | $6,621,973,000 | 73 |
| Managed Assets ($) | $1,999,827,000 | 82 |
| Non-managed Assets ($) | $4,622,146,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,551,000 | 87 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,970,000 | 79 |
| Number of Managed Accounts | $3,511,000 | 53 |
| Number of Non-Managed Accounts | $459,000 | 118 |
| Total fiduciary and related assets | $6,023,966,000 | 79 |
| Managed Assets ($) | $1,776,295,000 | 95 |
| Non-managed Assets ($) | $4,247,671,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,810,000 | 95 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,741,000 | 80 |
| Number of Managed Accounts | $3,300,000 | 60 |
| Number of Non-Managed Accounts | $441,000 | 123 |
| Total fiduciary and related assets | $5,917,934,000 | 78 |
| Managed Assets ($) | $1,756,346,000 | 93 |
| Non-managed Assets ($) | $4,161,588,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,243,000 | 94 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,854,000 | 86 |
| Number of Managed Accounts | $3,399,000 | 60 |
| Number of Non-Managed Accounts | $455,000 | 141 |
| Total fiduciary and related assets | $5,848,157,000 | 81 |
| Managed Assets ($) | $1,705,205,000 | 95 |
| Non-managed Assets ($) | $4,142,952,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,287,000 | 96 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,849,000 | 80 |
| Number of Managed Accounts | $3,391,000 | 61 |
| Number of Non-Managed Accounts | $458,000 | 118 |
| Total fiduciary and related assets | $4,880,250,000 | 85 |
| Managed Assets ($) | $1,646,560,000 | 96 |
| Non-managed Assets ($) | $3,233,690,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,160,000 | 96 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,768,000 | 79 |
| Number of Managed Accounts | $3,319,000 | 60 |
| Number of Non-Managed Accounts | $449,000 | 123 |
| Total fiduciary and related assets | $4,656,322,000 | 84 |
| Managed Assets ($) | $1,724,525,000 | 91 |
| Non-managed Assets ($) | $2,931,797,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,950,000 | 97 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,600,000 | 86 |
| Number of Managed Accounts | $3,162,000 | 67 |
| Number of Non-Managed Accounts | $438,000 | 129 |
| Total fiduciary and related assets | $4,186,688,000 | 90 |
| Managed Assets ($) | $1,630,404,000 | 100 |
| Non-managed Assets ($) | $2,556,284,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,979,000 | 98 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,574,000 | 91 |
| Number of Managed Accounts | $3,110,000 | 67 |
| Number of Non-Managed Accounts | $464,000 | 152 |
| Total fiduciary and related assets | $4,148,817,000 | 91 |
| Managed Assets ($) | $1,539,455,000 | 103 |
| Non-managed Assets ($) | $2,609,362,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,376,000 | 103 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,320,000 | 89 |
| Number of Managed Accounts | $2,889,000 | 66 |
| Number of Non-Managed Accounts | $431,000 | 128 |
| Total fiduciary and related assets | $3,774,126,000 | 94 |
| Managed Assets ($) | $1,341,621,000 | 107 |
| Non-managed Assets ($) | $2,432,505,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,462,000 | 105 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,257,000 | 89 |
| Number of Managed Accounts | $2,753,000 | 69 |
| Number of Non-Managed Accounts | $504,000 | 120 |
| Total fiduciary and related assets | $3,656,168,000 | 96 |
| Managed Assets ($) | $1,286,698,000 | 110 |
| Non-managed Assets ($) | $2,369,470,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,884,000 | 109 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,185,000 | 92 |
| Number of Managed Accounts | $2,556,000 | 74 |
| Number of Non-Managed Accounts | $629,000 | 105 |
| Total fiduciary and related assets | $3,298,658,000 | 100 |
| Managed Assets ($) | $1,177,592,000 | 115 |
| Non-managed Assets ($) | $2,121,066,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,312,000 | 113 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,945,000 | 103 |
| Number of Managed Accounts | $2,340,000 | 84 |
| Number of Non-Managed Accounts | $605,000 | 129 |
| Total fiduciary and related assets | $3,035,518,000 | 110 |
| Managed Assets ($) | $1,105,931,000 | 121 |
| Non-managed Assets ($) | $1,929,587,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,080,000 | 127 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,775,000 | 107 |
| Number of Managed Accounts | $2,206,000 | 84 |
| Number of Non-Managed Accounts | $569,000 | 122 |
| Total fiduciary and related assets | $2,386,447,000 | 122 |
| Managed Assets ($) | $795,994,000 | 145 |
| Non-managed Assets ($) | $1,590,453,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,096,000 | 136 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,636,000 | 112 |
| Number of Managed Accounts | $2,125,000 | 87 |
| Number of Non-Managed Accounts | $511,000 | 136 |
| Total fiduciary and related assets | $2,171,686,000 | 128 |
| Managed Assets ($) | $861,029,000 | 139 |
| Non-managed Assets ($) | $1,310,657,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,305,000 | 140 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,469,000 | 118 |
| Number of Managed Accounts | $1,969,000 | 100 |
| Number of Non-Managed Accounts | $500,000 | 140 |
| Total fiduciary and related assets | $1,911,838,000 | 136 |
| Managed Assets ($) | $767,248,000 | 151 |
| Non-managed Assets ($) | $1,144,590,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,554,000 | 146 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,344,000 | 129 |
| Number of Managed Accounts | $1,878,000 | 107 |
| Number of Non-Managed Accounts | $466,000 | 166 |
| Total fiduciary and related assets | $1,716,931,000 | 142 |
| Managed Assets ($) | $775,748,000 | 150 |
| Non-managed Assets ($) | $941,183,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,026,000 | 165 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,627,000 | 147 |
| Number of Managed Accounts | $1,415,000 | 120 |
| Number of Non-Managed Accounts | $212,000 | 275 |
| Total fiduciary and related assets | $786,782,000 | 197 |
| Managed Assets ($) | $542,899,000 | 177 |
| Non-managed Assets ($) | $243,883,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,852,000 | 233 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $891,000 | 445 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $31,000 | 1,164 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $4,056,000 | 215 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,462,000 | 239 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,175,000 | 275 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,812,000 | 395 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,658 |