Home > Bessemer Trust Company > Fiduciary and Related Services
Bessemer Trust Company, 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 | $23,007,000 | 27 |
| Number of Managed Accounts | $22,490,000 | 16 |
| Number of Non-Managed Accounts | $517,000 | 86 |
| Total fiduciary and related assets | $68,593,155,000 | 28 |
| Managed Assets ($) | $65,794,718,000 | 16 |
| Non-managed Assets ($) | $2,798,437,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $685,041,000 | 14 |
| 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 | $22,648,000 | 26 |
| Number of Managed Accounts | $22,146,000 | 16 |
| Number of Non-Managed Accounts | $502,000 | 84 |
| Total fiduciary and related assets | $64,310,668,000 | 26 |
| Managed Assets ($) | $61,555,150,000 | 15 |
| Non-managed Assets ($) | $2,755,518,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $511,671,000 | 14 |
| 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 | $22,538,000 | 24 |
| Number of Managed Accounts | $22,048,000 | 15 |
| Number of Non-Managed Accounts | $490,000 | 88 |
| Total fiduciary and related assets | $67,817,947,000 | 26 |
| Managed Assets ($) | $65,084,101,000 | 15 |
| Non-managed Assets ($) | $2,733,846,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $336,195,000 | 14 |
| 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 | $22,245,000 | 28 |
| Number of Managed Accounts | $21,768,000 | 16 |
| Number of Non-Managed Accounts | $477,000 | 88 |
| Total fiduciary and related assets | $63,488,012,000 | 29 |
| Managed Assets ($) | $61,815,075,000 | 16 |
| Non-managed Assets ($) | $1,672,937,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $165,111,000 | 14 |
| 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 | $21,978,000 | 29 |
| Number of Managed Accounts | $21,519,000 | 16 |
| Number of Non-Managed Accounts | $459,000 | 98 |
| Total fiduciary and related assets | $60,919,830,000 | 28 |
| Managed Assets ($) | $59,476,752,000 | 15 |
| Non-managed Assets ($) | $1,443,078,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $672,678,000 | 14 |
| 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 | $21,711,000 | 29 |
| Number of Managed Accounts | $21,252,000 | 16 |
| Number of Non-Managed Accounts | $459,000 | 90 |
| Total fiduciary and related assets | $56,515,408,000 | 32 |
| Managed Assets ($) | $55,099,967,000 | 16 |
| Non-managed Assets ($) | $1,415,441,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $512,159,000 | 13 |
| 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 | $21,399,000 | 27 |
| Number of Managed Accounts | $20,954,000 | 16 |
| Number of Non-Managed Accounts | $445,000 | 82 |
| Total fiduciary and related assets | $59,151,519,000 | 24 |
| Managed Assets ($) | $57,687,470,000 | 14 |
| Non-managed Assets ($) | $1,464,049,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $346,988,000 | 12 |
| 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 | $21,533,000 | 28 |
| Number of Managed Accounts | $21,083,000 | 16 |
| Number of Non-Managed Accounts | $450,000 | 79 |
| Total fiduciary and related assets | $66,774,923,000 | 24 |
| Managed Assets ($) | $65,244,155,000 | 14 |
| Non-managed Assets ($) | $1,530,768,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $178,707,000 | 12 |
| 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 | $21,042,000 | 27 |
| Number of Managed Accounts | $20,599,000 | 16 |
| Number of Non-Managed Accounts | $443,000 | 88 |
| Total fiduciary and related assets | $70,552,098,000 | 24 |
| Managed Assets ($) | $68,992,436,000 | 14 |
| Non-managed Assets ($) | $1,559,662,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $709,678,000 | 12 |
| 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 | $20,360,000 | 27 |
| Number of Managed Accounts | $19,930,000 | 16 |
| Number of Non-Managed Accounts | $430,000 | 86 |
| Total fiduciary and related assets | $66,318,585,000 | 24 |
| Managed Assets ($) | $64,810,662,000 | 14 |
| Non-managed Assets ($) | $1,507,923,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $517,277,000 | 12 |
| 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 | $20,062,000 | 28 |
| Number of Managed Accounts | $19,637,000 | 16 |
| Number of Non-Managed Accounts | $425,000 | 87 |
| Total fiduciary and related assets | $65,014,468,000 | 25 |
| Managed Assets ($) | $63,490,658,000 | 14 |
| Non-managed Assets ($) | $1,523,810,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,805,000 | 12 |
| 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 | $19,599,000 | 28 |
| Number of Managed Accounts | $19,215,000 | 16 |
| Number of Non-Managed Accounts | $384,000 | 92 |
| Total fiduciary and related assets | $60,956,868,000 | 25 |
| Managed Assets ($) | $59,601,499,000 | 14 |
| Non-managed Assets ($) | $1,355,369,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $158,891,000 | 12 |
| 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 | $19,282,000 | 29 |
| Number of Managed Accounts | $18,896,000 | 17 |
| Number of Non-Managed Accounts | $386,000 | 101 |
| Total fiduciary and related assets | $59,166,595,000 | 25 |
| Managed Assets ($) | $57,915,001,000 | 14 |
| Non-managed Assets ($) | $1,251,594,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,631,000 | 12 |
| 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 | $18,900,000 | 29 |
| Number of Managed Accounts | $18,525,000 | 17 |
| Number of Non-Managed Accounts | $375,000 | 93 |
| Total fiduciary and related assets | $54,524,017,000 | 25 |
| Managed Assets ($) | $53,418,440,000 | 14 |
| Non-managed Assets ($) | $1,105,577,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $425,580,000 | 12 |
| 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 | $18,750,000 | 29 |
| Number of Managed Accounts | $18,395,000 | 18 |
| Number of Non-Managed Accounts | $355,000 | 102 |
| Total fiduciary and related assets | $52,089,164,000 | 25 |
| Managed Assets ($) | $51,070,983,000 | 14 |
| Non-managed Assets ($) | $1,018,181,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,433,000 | 12 |
| 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 | $18,528,000 | 29 |
| Number of Managed Accounts | $18,180,000 | 18 |
| Number of Non-Managed Accounts | $348,000 | 101 |
| Total fiduciary and related assets | $47,986,573,000 | 25 |
| Managed Assets ($) | $47,029,056,000 | 14 |
| Non-managed Assets ($) | $957,517,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $143,849,000 | 12 |
| 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 | $18,260,000 | 29 |
| Number of Managed Accounts | $17,907,000 | 18 |
| Number of Non-Managed Accounts | $353,000 | 113 |
| Total fiduciary and related assets | $53,478,941,000 | 25 |
| Managed Assets ($) | $52,545,973,000 | 14 |
| Non-managed Assets ($) | $932,968,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $516,976,000 | 12 |
| 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 | $18,016,000 | 30 |
| Number of Managed Accounts | $17,671,000 | 18 |
| Number of Non-Managed Accounts | $345,000 | 101 |
| Total fiduciary and related assets | $50,894,450,000 | 26 |
| Managed Assets ($) | $49,999,252,000 | 14 |
| Non-managed Assets ($) | $895,198,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $380,975,000 | 12 |
| 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 | $17,809,000 | 31 |
| Number of Managed Accounts | $17,451,000 | 18 |
| Number of Non-Managed Accounts | $358,000 | 101 |
| Total fiduciary and related assets | $50,652,507,000 | 25 |
| Managed Assets ($) | $49,735,766,000 | 13 |
| Non-managed Assets ($) | $916,741,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $248,609,000 | 12 |
| 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 | $17,830,000 | 31 |
| Number of Managed Accounts | $17,469,000 | 18 |
| Number of Non-Managed Accounts | $361,000 | 99 |
| Total fiduciary and related assets | $48,880,453,000 | 24 |
| Managed Assets ($) | $48,141,772,000 | 13 |
| Non-managed Assets ($) | $738,681,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,304,000 | 12 |
| 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 | $17,646,000 | 31 |
| Number of Managed Accounts | $17,301,000 | 19 |
| Number of Non-Managed Accounts | $345,000 | 119 |
| Total fiduciary and related assets | $45,308,562,000 | 24 |
| Managed Assets ($) | $44,566,938,000 | 13 |
| Non-managed Assets ($) | $741,624,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $508,905,000 | 12 |
| 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 | $17,428,000 | 31 |
| Number of Managed Accounts | $17,091,000 | 19 |
| Number of Non-Managed Accounts | $337,000 | 108 |
| Total fiduciary and related assets | $49,341,892,000 | 25 |
| Managed Assets ($) | $48,607,033,000 | 13 |
| Non-managed Assets ($) | $734,859,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,143,000 | 12 |
| 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 | $16,751,000 | 31 |
| Number of Managed Accounts | $16,422,000 | 20 |
| Number of Non-Managed Accounts | $329,000 | 108 |
| Total fiduciary and related assets | $47,732,530,000 | 25 |
| Managed Assets ($) | $47,019,408,000 | 13 |
| Non-managed Assets ($) | $713,122,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $253,728,000 | 12 |
| 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 | $16,603,000 | 32 |
| Number of Managed Accounts | $16,271,000 | 21 |
| Number of Non-Managed Accounts | $332,000 | 110 |
| Total fiduciary and related assets | $46,773,408,000 | 26 |
| Managed Assets ($) | $46,009,485,000 | 13 |
| Non-managed Assets ($) | $763,923,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $126,261,000 | 12 |
| 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 | $16,358,000 | 32 |
| Number of Managed Accounts | $16,031,000 | 21 |
| Number of Non-Managed Accounts | $327,000 | 123 |
| Total fiduciary and related assets | $45,922,089,000 | 27 |
| Managed Assets ($) | $45,096,560,000 | 13 |
| Non-managed Assets ($) | $825,529,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $473,452,000 | 12 |
| 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 | $16,076,000 | 32 |
| Number of Managed Accounts | $15,759,000 | 21 |
| Number of Non-Managed Accounts | $317,000 | 110 |
| Total fiduciary and related assets | $44,539,478,000 | 26 |
| Managed Assets ($) | $43,687,768,000 | 13 |
| Non-managed Assets ($) | $851,710,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,861,000 | 12 |
| 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 | $15,922,000 | 31 |
| Number of Managed Accounts | $15,611,000 | 20 |
| Number of Non-Managed Accounts | $311,000 | 109 |
| Total fiduciary and related assets | $43,164,570,000 | 26 |
| Managed Assets ($) | $42,467,756,000 | 13 |
| Non-managed Assets ($) | $696,814,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $229,208,000 | 12 |
| 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 | $15,559,000 | 31 |
| Number of Managed Accounts | $15,266,000 | 21 |
| Number of Non-Managed Accounts | $293,000 | 115 |
| Total fiduciary and related assets | $41,666,199,000 | 26 |
| Managed Assets ($) | $41,073,928,000 | 13 |
| Non-managed Assets ($) | $592,271,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,034,000 | 12 |
| 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 | $15,228,000 | 31 |
| Number of Managed Accounts | $14,941,000 | 21 |
| Number of Non-Managed Accounts | $287,000 | 133 |
| Total fiduciary and related assets | $39,504,126,000 | 28 |
| Managed Assets ($) | $38,900,511,000 | 13 |
| Non-managed Assets ($) | $603,615,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $423,870,000 | 12 |
| 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 | $15,039,000 | 31 |
| Number of Managed Accounts | $14,766,000 | 21 |
| Number of Non-Managed Accounts | $273,000 | 121 |
| Total fiduciary and related assets | $39,336,345,000 | 27 |
| Managed Assets ($) | $38,786,020,000 | 12 |
| Non-managed Assets ($) | $550,325,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $315,787,000 | 12 |
| 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 | $14,822,000 | 30 |
| Number of Managed Accounts | $14,570,000 | 20 |
| Number of Non-Managed Accounts | $252,000 | 131 |
| Total fiduciary and related assets | $37,706,779,000 | 27 |
| Managed Assets ($) | $37,199,633,000 | 12 |
| Non-managed Assets ($) | $507,146,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $206,882,000 | 13 |
| 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 | $14,603,000 | 30 |
| Number of Managed Accounts | $14,356,000 | 20 |
| Number of Non-Managed Accounts | $247,000 | 134 |
| Total fiduciary and related assets | $36,879,556,000 | 27 |
| Managed Assets ($) | $36,377,950,000 | 12 |
| Non-managed Assets ($) | $501,606,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,494,000 | 13 |
| 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 | $14,268,000 | 29 |
| Number of Managed Accounts | $14,028,000 | 20 |
| Number of Non-Managed Accounts | $240,000 | 159 |
| Total fiduciary and related assets | $36,892,586,000 | 25 |
| Managed Assets ($) | $36,384,768,000 | 13 |
| Non-managed Assets ($) | $507,818,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $421,985,000 | 12 |
| 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 | $14,078,000 | 29 |
| Number of Managed Accounts | $13,844,000 | 20 |
| Number of Non-Managed Accounts | $234,000 | 133 |
| Total fiduciary and related assets | $35,407,821,000 | 26 |
| Managed Assets ($) | $34,971,136,000 | 13 |
| Non-managed Assets ($) | $436,685,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $318,051,000 | 12 |
| 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 | $13,817,000 | 29 |
| Number of Managed Accounts | $13,586,000 | 21 |
| Number of Non-Managed Accounts | $231,000 | 134 |
| Total fiduciary and related assets | $37,528,020,000 | 25 |
| Managed Assets ($) | $37,077,526,000 | 12 |
| Non-managed Assets ($) | $450,494,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,062,000 | 12 |
| 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 | $13,685,000 | 29 |
| Number of Managed Accounts | $13,454,000 | 19 |
| Number of Non-Managed Accounts | $231,000 | 136 |
| Total fiduciary and related assets | $37,530,541,000 | 25 |
| Managed Assets ($) | $37,096,095,000 | 12 |
| Non-managed Assets ($) | $434,446,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $104,103,000 | 12 |
| 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 | $13,503,000 | 30 |
| Number of Managed Accounts | $13,274,000 | 19 |
| Number of Non-Managed Accounts | $229,000 | 171 |
| Total fiduciary and related assets | $36,844,086,000 | 25 |
| Managed Assets ($) | $36,446,369,000 | 13 |
| Non-managed Assets ($) | $397,717,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $395,608,000 | 12 |
| 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 | $13,262,000 | 30 |
| Number of Managed Accounts | $13,030,000 | 19 |
| Number of Non-Managed Accounts | $232,000 | 136 |
| Total fiduciary and related assets | $36,179,595,000 | 25 |
| Managed Assets ($) | $35,798,489,000 | 13 |
| Non-managed Assets ($) | $381,106,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,283,000 | 12 |
| 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 | $13,253,000 | 30 |
| Number of Managed Accounts | $13,026,000 | 19 |
| Number of Non-Managed Accounts | $227,000 | 136 |
| Total fiduciary and related assets | $36,238,493,000 | 25 |
| Managed Assets ($) | $35,829,791,000 | 13 |
| Non-managed Assets ($) | $408,702,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,020,000 | 12 |
| 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 | $13,096,000 | 31 |
| Number of Managed Accounts | $12,868,000 | 18 |
| Number of Non-Managed Accounts | $228,000 | 142 |
| Total fiduciary and related assets | $35,229,675,000 | 26 |
| Managed Assets ($) | $34,836,396,000 | 15 |
| Non-managed Assets ($) | $393,279,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,034,000 | 11 |
| 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 | $13,021,000 | 31 |
| Number of Managed Accounts | $12,792,000 | 18 |
| Number of Non-Managed Accounts | $229,000 | 180 |
| Total fiduciary and related assets | $34,595,652,000 | 26 |
| Managed Assets ($) | $34,227,008,000 | 15 |
| Non-managed Assets ($) | $368,644,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $353,949,000 | 12 |
| 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 | $12,886,000 | 32 |
| Number of Managed Accounts | $12,660,000 | 19 |
| Number of Non-Managed Accounts | $226,000 | 143 |
| Total fiduciary and related assets | $32,745,377,000 | 28 |
| Managed Assets ($) | $32,395,724,000 | 16 |
| Non-managed Assets ($) | $349,653,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $261,911,000 | 12 |
| 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 | $12,812,000 | 32 |
| Number of Managed Accounts | $12,597,000 | 18 |
| Number of Non-Managed Accounts | $215,000 | 152 |
| Total fiduciary and related assets | $31,018,898,000 | 29 |
| Managed Assets ($) | $30,674,288,000 | 17 |
| Non-managed Assets ($) | $344,610,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $173,540,000 | 12 |
| 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 | $12,679,000 | 32 |
| Number of Managed Accounts | $12,465,000 | 18 |
| Number of Non-Managed Accounts | $214,000 | 153 |
| Total fiduciary and related assets | $31,369,627,000 | 28 |
| Managed Assets ($) | $31,060,850,000 | 16 |
| Non-managed Assets ($) | $308,777,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $81,243,000 | 13 |
| 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 | $12,659,000 | 32 |
| Number of Managed Accounts | $12,450,000 | 17 |
| Number of Non-Managed Accounts | $209,000 | 203 |
| Total fiduciary and related assets | $29,997,283,000 | 28 |
| Managed Assets ($) | $29,653,996,000 | 16 |
| Non-managed Assets ($) | $343,287,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $304,948,000 | 13 |
| 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 | $12,233,000 | 31 |
| Number of Managed Accounts | $12,027,000 | 18 |
| Number of Non-Managed Accounts | $206,000 | 148 |
| Total fiduciary and related assets | $29,118,419,000 | 27 |
| Managed Assets ($) | $28,845,597,000 | 16 |
| Non-managed Assets ($) | $272,822,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,304,000 | 13 |
| 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 | $12,238,000 | 30 |
| Number of Managed Accounts | $12,035,000 | 17 |
| Number of Non-Managed Accounts | $203,000 | 148 |
| Total fiduciary and related assets | $28,162,496,000 | 30 |
| Managed Assets ($) | $27,904,144,000 | 16 |
| Non-managed Assets ($) | $258,352,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,568,000 | 12 |
| 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 | $12,231,000 | 31 |
| Number of Managed Accounts | $12,027,000 | 18 |
| Number of Non-Managed Accounts | $204,000 | 152 |
| Total fiduciary and related assets | $29,067,397,000 | 29 |
| Managed Assets ($) | $28,809,980,000 | 16 |
| Non-managed Assets ($) | $257,417,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,756,000 | 12 |
| 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 | $12,289,000 | 30 |
| Number of Managed Accounts | $12,079,000 | 18 |
| Number of Non-Managed Accounts | $210,000 | 201 |
| Total fiduciary and related assets | $28,022,869,000 | 28 |
| Managed Assets ($) | $27,686,407,000 | 15 |
| Non-managed Assets ($) | $336,462,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $309,592,000 | 12 |
| 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 | $11,888,000 | 32 |
| Number of Managed Accounts | $11,686,000 | 19 |
| Number of Non-Managed Accounts | $202,000 | 153 |
| Total fiduciary and related assets | $27,455,149,000 | 28 |
| Managed Assets ($) | $27,219,766,000 | 16 |
| Non-managed Assets ($) | $235,383,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $237,124,000 | 12 |
| 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 | $11,450,000 | 33 |
| Number of Managed Accounts | $11,243,000 | 20 |
| Number of Non-Managed Accounts | $207,000 | 153 |
| Total fiduciary and related assets | $29,860,510,000 | 29 |
| Managed Assets ($) | $29,593,850,000 | 15 |
| Non-managed Assets ($) | $266,660,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,101,000 | 12 |
| 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 | $11,216,000 | 32 |
| Number of Managed Accounts | $11,023,000 | 19 |
| Number of Non-Managed Accounts | $193,000 | 163 |
| Total fiduciary and related assets | $29,078,063,000 | 29 |
| Managed Assets ($) | $28,819,023,000 | 16 |
| Non-managed Assets ($) | $259,040,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,083,000 | 12 |
| 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 | $10,920,000 | 34 |
| Number of Managed Accounts | $10,738,000 | 20 |
| Number of Non-Managed Accounts | $182,000 | 232 |
| Total fiduciary and related assets | $27,321,944,000 | 31 |
| Managed Assets ($) | $27,069,391,000 | 18 |
| Non-managed Assets ($) | $252,553,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $268,774,000 | 13 |
| 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 | $10,407,000 | 33 |
| Number of Managed Accounts | $10,268,000 | 20 |
| Number of Non-Managed Accounts | $139,000 | 190 |
| Total fiduciary and related assets | $25,701,188,000 | 31 |
| Managed Assets ($) | $25,522,449,000 | 18 |
| Non-managed Assets ($) | $178,739,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,594,000 | 14 |
| 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 | $10,213,000 | 35 |
| Number of Managed Accounts | $10,083,000 | 20 |
| Number of Non-Managed Accounts | $130,000 | 194 |
| Total fiduciary and related assets | $23,863,496,000 | 31 |
| Managed Assets ($) | $23,700,635,000 | 18 |
| Non-managed Assets ($) | $162,861,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $129,812,000 | 14 |
| 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 | $10,221,000 | 35 |
| Number of Managed Accounts | $10,106,000 | 20 |
| Number of Non-Managed Accounts | $115,000 | 202 |
| Total fiduciary and related assets | $24,306,763,000 | 31 |
| Managed Assets ($) | $24,128,241,000 | 18 |
| Non-managed Assets ($) | $178,522,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,530,000 | 15 |
| 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 | $9,515,000 | 39 |
| Number of Managed Accounts | $9,398,000 | 23 |
| Number of Non-Managed Accounts | $117,000 | 312 |
| Total fiduciary and related assets | $23,165,944,000 | 33 |
| Managed Assets ($) | $23,001,903,000 | 19 |
| Non-managed Assets ($) | $164,041,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,605,000 | 16 |
| 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 | $9,262,000 | 42 |
| Number of Managed Accounts | $9,150,000 | 24 |
| Number of Non-Managed Accounts | $112,000 | 201 |
| Total fiduciary and related assets | $24,379,711,000 | 34 |
| Managed Assets ($) | $24,314,154,000 | 21 |
| Non-managed Assets ($) | $65,557,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,913,000 | 16 |
| 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 | $9,140,000 | 43 |
| Number of Managed Accounts | $9,032,000 | 26 |
| Number of Non-Managed Accounts | $108,000 | 210 |
| Total fiduciary and related assets | $23,352,436,000 | 33 |
| Managed Assets ($) | $23,285,232,000 | 22 |
| Non-managed Assets ($) | $67,204,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $109,949,000 | 17 |
| 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 | $9,005,000 | 43 |
| Number of Managed Accounts | $8,895,000 | 26 |
| Number of Non-Managed Accounts | $110,000 | 205 |
| Total fiduciary and related assets | $21,625,675,000 | 33 |
| Managed Assets ($) | $21,544,974,000 | 22 |
| Non-managed Assets ($) | $80,701,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,056,000 | 17 |
| 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 | $9,037,000 | 46 |
| Number of Managed Accounts | $8,935,000 | 26 |
| Number of Non-Managed Accounts | $102,000 | 354 |
| Total fiduciary and related assets | $22,096,520,000 | 35 |
| Managed Assets ($) | $21,972,042,000 | 22 |
| Non-managed Assets ($) | $124,478,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $251,705,000 | 15 |
| 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 | $9,050,000 | 44 |
| Number of Managed Accounts | $8,949,000 | 25 |
| Number of Non-Managed Accounts | $101,000 | 219 |
| Total fiduciary and related assets | $24,285,926,000 | 34 |
| Managed Assets ($) | $24,217,052,000 | 21 |
| Non-managed Assets ($) | $68,874,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $193,246,000 | 18 |
| 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 | $8,997,000 | 46 |
| Number of Managed Accounts | $8,916,000 | 26 |
| Number of Non-Managed Accounts | $81,000 | 243 |
| Total fiduciary and related assets | $26,084,930,000 | 37 |
| Managed Assets ($) | $25,975,526,000 | 22 |
| Non-managed Assets ($) | $109,404,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $129,030,000 | 19 |
| 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 | $8,705,000 | 45 |
| Number of Managed Accounts | $8,627,000 | 26 |
| Number of Non-Managed Accounts | $78,000 | 246 |
| Total fiduciary and related assets | $27,082,783,000 | 33 |
| Managed Assets ($) | $26,983,937,000 | 21 |
| Non-managed Assets ($) | $98,846,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,340,000 | 19 |
| 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 | $8,894,000 | 46 |
| Number of Managed Accounts | $8,820,000 | 28 |
| Number of Non-Managed Accounts | $74,000 | 451 |
| Total fiduciary and related assets | $29,004,467,000 | 34 |
| Managed Assets ($) | $28,905,238,000 | 22 |
| Non-managed Assets ($) | $99,229,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $238,640,000 | 19 |
| 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 | $8,621,000 | 46 |
| Number of Managed Accounts | $8,551,000 | 27 |
| Number of Non-Managed Accounts | $70,000 | 244 |
| Total fiduciary and related assets | $29,050,911,000 | 34 |
| Managed Assets ($) | $28,959,042,000 | 23 |
| Non-managed Assets ($) | $91,869,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $176,573,000 | 18 |
| 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 | $8,421,000 | 47 |
| Number of Managed Accounts | $8,363,000 | 26 |
| Number of Non-Managed Accounts | $58,000 | 270 |
| Total fiduciary and related assets | $28,283,651,000 | 36 |
| Managed Assets ($) | $28,201,123,000 | 22 |
| Non-managed Assets ($) | $82,528,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $115,754,000 | 21 |
| 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 | $8,176,000 | 45 |
| Number of Managed Accounts | $8,130,000 | 25 |
| Number of Non-Managed Accounts | $46,000 | 288 |
| Total fiduciary and related assets | $26,273,142,000 | 36 |
| Managed Assets ($) | $26,200,667,000 | 24 |
| Non-managed Assets ($) | $72,475,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,228,000 | 21 |
| 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 | $8,022,000 | 47 |
| Number of Managed Accounts | $7,977,000 | 28 |
| Number of Non-Managed Accounts | $45,000 | 584 |
| Total fiduciary and related assets | $25,693,967,000 | 36 |
| Managed Assets ($) | $25,620,240,000 | 24 |
| Non-managed Assets ($) | $73,727,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,306,000 | 22 |
| 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 | $7,746,000 | 49 |
| Number of Managed Accounts | $7,702,000 | 29 |
| Number of Non-Managed Accounts | $44,000 | 289 |
| Total fiduciary and related assets | $24,122,069,000 | 38 |
| Managed Assets ($) | $24,050,267,000 | 24 |
| Non-managed Assets ($) | $71,802,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,051,000 | 22 |
| 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 | $7,539,000 | 49 |
| Number of Managed Accounts | $7,494,000 | 30 |
| Number of Non-Managed Accounts | $45,000 | 295 |
| Total fiduciary and related assets | $22,626,016,000 | 38 |
| Managed Assets ($) | $22,558,676,000 | 23 |
| Non-managed Assets ($) | $67,340,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $100,931,000 | 21 |
| 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 | $7,358,000 | 50 |
| Number of Managed Accounts | $7,312,000 | 31 |
| Number of Non-Managed Accounts | $46,000 | 297 |
| Total fiduciary and related assets | $22,980,206,000 | 37 |
| Managed Assets ($) | $22,909,157,000 | 23 |
| Non-managed Assets ($) | $71,049,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,379,000 | 21 |
| 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 | $7,239,000 | 54 |
| Number of Managed Accounts | $7,195,000 | 35 |
| Number of Non-Managed Accounts | $44,000 | 605 |
| Total fiduciary and related assets | $21,941,122,000 | 38 |
| Managed Assets ($) | $21,895,519,000 | 24 |
| Non-managed Assets ($) | $45,603,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,281,000 | 22 |
| 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 | $7,191,000 | 50 |
| Number of Managed Accounts | $7,148,000 | 32 |
| Number of Non-Managed Accounts | $43,000 | 300 |
| Total fiduciary and related assets | $22,109,148,000 | 38 |
| Managed Assets ($) | $22,032,502,000 | 24 |
| Non-managed Assets ($) | $76,646,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $132,742,000 | 22 |
| 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 | $7,151,000 | 49 |
| Number of Managed Accounts | $7,109,000 | 31 |
| Number of Non-Managed Accounts | $42,000 | 310 |
| Total fiduciary and related assets | $21,154,845,000 | 38 |
| Managed Assets ($) | $21,081,708,000 | 24 |
| Non-managed Assets ($) | $73,137,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,416,000 | 22 |
| 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 | $7,010,000 | 51 |
| Number of Managed Accounts | $6,964,000 | 33 |
| Number of Non-Managed Accounts | $46,000 | 302 |
| Total fiduciary and related assets | $20,825,819,000 | 41 |
| Managed Assets ($) | $20,739,120,000 | 26 |
| Non-managed Assets ($) | $86,699,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,721,000 | 23 |
| 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 | $6,932,000 | 58 |
| Number of Managed Accounts | $6,884,000 | 36 |
| Number of Non-Managed Accounts | $48,000 | 603 |
| Total fiduciary and related assets | $20,823,370,000 | 42 |
| Managed Assets ($) | $20,741,998,000 | 25 |
| Non-managed Assets ($) | $81,372,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,218,000 | 23 |
| 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 | $6,808,000 | 53 |
| Number of Managed Accounts | $6,761,000 | 35 |
| Number of Non-Managed Accounts | $47,000 | 309 |
| Total fiduciary and related assets | $19,680,858,000 | 42 |
| Managed Assets ($) | $19,605,473,000 | 25 |
| Non-managed Assets ($) | $75,385,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $125,751,000 | 22 |
| 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 | $6,796,000 | 55 |
| Number of Managed Accounts | $6,748,000 | 33 |
| Number of Non-Managed Accounts | $48,000 | 314 |
| Total fiduciary and related assets | $19,782,876,000 | 43 |
| Managed Assets ($) | $19,707,009,000 | 25 |
| Non-managed Assets ($) | $75,867,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,787,000 | 22 |
| 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 | $6,715,000 | 56 |
| Number of Managed Accounts | $6,668,000 | 33 |
| Number of Non-Managed Accounts | $47,000 | 317 |
| Total fiduciary and related assets | $20,029,464,000 | 42 |
| Managed Assets ($) | $19,953,360,000 | 25 |
| Non-managed Assets ($) | $76,104,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,611,000 | 24 |
| 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 | $6,586,000 | 63 |
| Number of Managed Accounts | $6,539,000 | 39 |
| Number of Non-Managed Accounts | $47,000 | 628 |
| Total fiduciary and related assets | $20,086,302,000 | 45 |
| Managed Assets ($) | $20,024,882,000 | 25 |
| Non-managed Assets ($) | $61,420,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $150,094,000 | 25 |
| 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 | $6,480,000 | 59 |
| Number of Managed Accounts | $6,429,000 | 37 |
| Number of Non-Managed Accounts | $51,000 | 327 |
| Total fiduciary and related assets | $18,879,797,000 | 44 |
| Managed Assets ($) | $18,821,437,000 | 25 |
| Non-managed Assets ($) | $58,360,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,814,000 | 25 |
| 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 | $6,449,000 | 61 |
| Number of Managed Accounts | $6,396,000 | 40 |
| Number of Non-Managed Accounts | $53,000 | 330 |
| Total fiduciary and related assets | $18,288,574,000 | 45 |
| Managed Assets ($) | $18,234,907,000 | 25 |
| Non-managed Assets ($) | $53,667,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,822,000 | 24 |
| 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 | $6,306,000 | 63 |
| Number of Managed Accounts | $6,253,000 | 40 |
| Number of Non-Managed Accounts | $53,000 | 333 |
| Total fiduciary and related assets | $17,023,040,000 | 45 |
| Managed Assets ($) | $16,964,906,000 | 24 |
| Non-managed Assets ($) | $58,134,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,592,000 | 24 |
| 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 | $6,157,000 | 66 |
| Number of Managed Accounts | $6,102,000 | 45 |
| Number of Non-Managed Accounts | $55,000 | 600 |
| Total fiduciary and related assets | $17,076,039,000 | 44 |
| Managed Assets ($) | $17,020,131,000 | 24 |
| Non-managed Assets ($) | $55,908,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $151,021,000 | 24 |
| 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 | $5,411,000 | 66 |
| Number of Managed Accounts | $5,355,000 | 44 |
| Number of Non-Managed Accounts | $56,000 | 555 |
| Total fiduciary and related assets | $17,061,860,000 | 44 |
| Managed Assets ($) | $16,998,502,000 | 28 |
| Non-managed Assets ($) | $63,358,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,477,000 | 24 |
| 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 | $148,308,000 | 29 |
| 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 | $114,928,000 | 35 |
| 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 | $90,012,000 | 39 |
| 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 | $70,198,000 | 42 |
| 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 | $57,216,000 | 44 |
| 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 | $48,759,000 | 48 |
| 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 | $45,645,000 | 48 |
| 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 | $39,362,000 | 57 |
| 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 | $36,099,000 | 58 |