Home > Commerce Bank > Fiduciary and Related Services
Commerce Bank, 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 | $11,552,000 | 37 |
| Number of Managed Accounts | $11,481,000 | 22 |
| Number of Non-Managed Accounts | $71,000 | 311 |
| Total fiduciary and related assets | $42,418,205,000 | 38 |
| Managed Assets ($) | $41,211,620,000 | 20 |
| Non-managed Assets ($) | $1,206,585,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $185,298,000 | 29 |
| 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 | $11,542,000 | 37 |
| Number of Managed Accounts | $11,471,000 | 22 |
| Number of Non-Managed Accounts | $71,000 | 222 |
| Total fiduciary and related assets | $39,129,059,000 | 38 |
| Managed Assets ($) | $37,920,247,000 | 21 |
| Non-managed Assets ($) | $1,208,812,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,601,000 | 30 |
| 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 | $15,546,000 | 32 |
| Number of Managed Accounts | $15,474,000 | 19 |
| Number of Non-Managed Accounts | $72,000 | 246 |
| Total fiduciary and related assets | $40,695,407,000 | 38 |
| Managed Assets ($) | $39,506,424,000 | 21 |
| Non-managed Assets ($) | $1,188,983,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,788,000 | 31 |
| 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 | $15,695,000 | 35 |
| Number of Managed Accounts | $15,622,000 | 20 |
| Number of Non-Managed Accounts | $73,000 | 222 |
| Total fiduciary and related assets | $39,972,518,000 | 42 |
| Managed Assets ($) | $38,706,355,000 | 22 |
| Non-managed Assets ($) | $1,266,163,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,945,000 | 32 |
| 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 | $15,627,000 | 36 |
| Number of Managed Accounts | $15,554,000 | 20 |
| Number of Non-Managed Accounts | $73,000 | 308 |
| Total fiduciary and related assets | $38,520,315,000 | 41 |
| Managed Assets ($) | $37,285,460,000 | 21 |
| Non-managed Assets ($) | $1,234,855,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $178,789,000 | 32 |
| 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 | $15,582,000 | 36 |
| Number of Managed Accounts | $15,513,000 | 20 |
| Number of Non-Managed Accounts | $69,000 | 232 |
| Total fiduciary and related assets | $36,322,897,000 | 41 |
| Managed Assets ($) | $35,127,212,000 | 20 |
| Non-managed Assets ($) | $1,195,685,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $135,515,000 | 32 |
| 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 | $15,454,000 | 33 |
| Number of Managed Accounts | $15,384,000 | 20 |
| Number of Non-Managed Accounts | $70,000 | 224 |
| Total fiduciary and related assets | $37,776,487,000 | 33 |
| Managed Assets ($) | $36,534,510,000 | 18 |
| Non-managed Assets ($) | $1,241,977,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,604,000 | 26 |
| 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 | $15,416,000 | 33 |
| Number of Managed Accounts | $15,342,000 | 20 |
| Number of Non-Managed Accounts | $74,000 | 199 |
| Total fiduciary and related assets | $42,392,272,000 | 33 |
| Managed Assets ($) | $40,850,879,000 | 18 |
| Non-managed Assets ($) | $1,541,393,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,251,000 | 26 |
| 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 | $15,152,000 | 32 |
| Number of Managed Accounts | $15,078,000 | 20 |
| Number of Non-Managed Accounts | $74,000 | 288 |
| Total fiduciary and related assets | $44,491,746,000 | 33 |
| Managed Assets ($) | $42,888,639,000 | 18 |
| Non-managed Assets ($) | $1,603,107,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $181,568,000 | 26 |
| 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 | $14,856,000 | 32 |
| Number of Managed Accounts | $14,782,000 | 20 |
| Number of Non-Managed Accounts | $74,000 | 205 |
| Total fiduciary and related assets | $42,752,182,000 | 33 |
| Managed Assets ($) | $41,161,076,000 | 18 |
| Non-managed Assets ($) | $1,591,106,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $134,378,000 | 26 |
| 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 | $14,632,000 | 33 |
| Number of Managed Accounts | $14,548,000 | 20 |
| Number of Non-Managed Accounts | $84,000 | 207 |
| Total fiduciary and related assets | $42,227,429,000 | 33 |
| Managed Assets ($) | $40,782,424,000 | 19 |
| Non-managed Assets ($) | $1,445,005,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,146,000 | 26 |
| 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 | $14,285,000 | 33 |
| Number of Managed Accounts | $14,199,000 | 20 |
| Number of Non-Managed Accounts | $86,000 | 194 |
| Total fiduciary and related assets | $40,429,400,000 | 33 |
| Managed Assets ($) | $39,056,371,000 | 19 |
| Non-managed Assets ($) | $1,373,029,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,533,000 | 26 |
| 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 | $14,093,000 | 34 |
| Number of Managed Accounts | $14,005,000 | 20 |
| Number of Non-Managed Accounts | $88,000 | 269 |
| Total fiduciary and related assets | $39,621,867,000 | 33 |
| Managed Assets ($) | $38,298,411,000 | 19 |
| Non-managed Assets ($) | $1,323,456,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,507,000 | 26 |
| 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 | $14,001,000 | 34 |
| Number of Managed Accounts | $13,915,000 | 20 |
| Number of Non-Managed Accounts | $86,000 | 195 |
| Total fiduciary and related assets | $36,543,975,000 | 33 |
| Managed Assets ($) | $35,358,309,000 | 19 |
| Non-managed Assets ($) | $1,185,666,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $114,173,000 | 26 |
| 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 | $13,766,000 | 34 |
| Number of Managed Accounts | $13,680,000 | 20 |
| Number of Non-Managed Accounts | $86,000 | 212 |
| Total fiduciary and related assets | $35,693,345,000 | 33 |
| Managed Assets ($) | $33,676,388,000 | 19 |
| Non-managed Assets ($) | $2,016,957,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,001,000 | 26 |
| 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 | $13,665,000 | 34 |
| Number of Managed Accounts | $13,572,000 | 21 |
| Number of Non-Managed Accounts | $93,000 | 195 |
| Total fiduciary and related assets | $32,616,441,000 | 33 |
| Managed Assets ($) | $30,682,187,000 | 19 |
| Non-managed Assets ($) | $1,934,254,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,538,000 | 26 |
| 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 | $14,836,000 | 34 |
| Number of Managed Accounts | $13,538,000 | 20 |
| Number of Non-Managed Accounts | $1,298,000 | 52 |
| Total fiduciary and related assets | $37,609,288,000 | 31 |
| Managed Assets ($) | $34,434,257,000 | 19 |
| Non-managed Assets ($) | $3,175,031,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $150,073,000 | 26 |
| 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 | $14,499,000 | 35 |
| Number of Managed Accounts | $13,229,000 | 22 |
| Number of Non-Managed Accounts | $1,270,000 | 51 |
| Total fiduciary and related assets | $36,251,528,000 | 33 |
| Managed Assets ($) | $33,140,123,000 | 19 |
| Non-managed Assets ($) | $3,111,405,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $111,138,000 | 28 |
| 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 | $14,387,000 | 35 |
| Number of Managed Accounts | $13,140,000 | 23 |
| Number of Non-Managed Accounts | $1,247,000 | 54 |
| Total fiduciary and related assets | $35,950,215,000 | 32 |
| Managed Assets ($) | $32,811,885,000 | 18 |
| Non-managed Assets ($) | $3,138,330,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,972,000 | 28 |
| 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 | $14,288,000 | 34 |
| Number of Managed Accounts | $12,966,000 | 23 |
| Number of Non-Managed Accounts | $1,322,000 | 52 |
| Total fiduciary and related assets | $34,656,854,000 | 32 |
| Managed Assets ($) | $31,107,819,000 | 18 |
| Non-managed Assets ($) | $3,549,035,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,989,000 | 28 |
| 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 | $14,198,000 | 34 |
| Number of Managed Accounts | $12,863,000 | 24 |
| Number of Non-Managed Accounts | $1,335,000 | 54 |
| Total fiduciary and related assets | $33,732,755,000 | 31 |
| Managed Assets ($) | $30,340,990,000 | 18 |
| Non-managed Assets ($) | $3,391,765,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $142,886,000 | 28 |
| 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 | $14,130,000 | 34 |
| Number of Managed Accounts | $12,776,000 | 24 |
| Number of Non-Managed Accounts | $1,354,000 | 50 |
| Total fiduciary and related assets | $34,822,320,000 | 32 |
| Managed Assets ($) | $30,661,772,000 | 19 |
| Non-managed Assets ($) | $4,160,548,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,686,000 | 28 |
| 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 | $14,197,000 | 33 |
| Number of Managed Accounts | $12,723,000 | 25 |
| Number of Non-Managed Accounts | $1,474,000 | 49 |
| Total fiduciary and related assets | $36,156,452,000 | 31 |
| Managed Assets ($) | $29,844,252,000 | 19 |
| Non-managed Assets ($) | $6,312,200,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,577,000 | 28 |
| 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 | $14,224,000 | 34 |
| Number of Managed Accounts | $12,646,000 | 25 |
| Number of Non-Managed Accounts | $1,578,000 | 51 |
| Total fiduciary and related assets | $36,451,869,000 | 31 |
| Managed Assets ($) | $30,032,955,000 | 19 |
| Non-managed Assets ($) | $6,418,914,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,787,000 | 29 |
| 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 | $14,063,000 | 34 |
| Number of Managed Accounts | $12,464,000 | 25 |
| Number of Non-Managed Accounts | $1,599,000 | 54 |
| Total fiduciary and related assets | $36,768,856,000 | 31 |
| Managed Assets ($) | $29,954,194,000 | 20 |
| Non-managed Assets ($) | $6,814,662,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,120,000 | 29 |
| 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 | $13,840,000 | 34 |
| Number of Managed Accounts | $12,260,000 | 25 |
| Number of Non-Managed Accounts | $1,580,000 | 50 |
| Total fiduciary and related assets | $35,141,045,000 | 31 |
| Managed Assets ($) | $28,610,729,000 | 20 |
| Non-managed Assets ($) | $6,530,316,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $96,070,000 | 29 |
| 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 | $13,942,000 | 33 |
| Number of Managed Accounts | $12,269,000 | 24 |
| Number of Non-Managed Accounts | $1,673,000 | 49 |
| Total fiduciary and related assets | $33,797,610,000 | 32 |
| Managed Assets ($) | $27,501,014,000 | 20 |
| Non-managed Assets ($) | $6,296,596,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,738,000 | 29 |
| 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 | $13,691,000 | 33 |
| Number of Managed Accounts | $11,966,000 | 26 |
| Number of Non-Managed Accounts | $1,725,000 | 49 |
| Total fiduciary and related assets | $33,016,755,000 | 32 |
| Managed Assets ($) | $26,692,031,000 | 20 |
| Non-managed Assets ($) | $6,324,724,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,774,000 | 30 |
| 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 | $13,602,000 | 33 |
| Number of Managed Accounts | $11,837,000 | 26 |
| Number of Non-Managed Accounts | $1,765,000 | 49 |
| Total fiduciary and related assets | $32,223,944,000 | 32 |
| Managed Assets ($) | $25,416,146,000 | 21 |
| Non-managed Assets ($) | $6,807,798,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $117,072,000 | 28 |
| 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 | $13,319,000 | 33 |
| Number of Managed Accounts | $11,582,000 | 26 |
| Number of Non-Managed Accounts | $1,737,000 | 48 |
| Total fiduciary and related assets | $27,993,046,000 | 33 |
| Managed Assets ($) | $24,044,942,000 | 21 |
| Non-managed Assets ($) | $3,948,104,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,978,000 | 28 |
| 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 | $13,306,000 | 33 |
| Number of Managed Accounts | $11,607,000 | 25 |
| Number of Non-Managed Accounts | $1,699,000 | 49 |
| Total fiduciary and related assets | $27,744,407,000 | 34 |
| Managed Assets ($) | $23,967,703,000 | 21 |
| Non-managed Assets ($) | $3,776,704,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,630,000 | 28 |
| 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 | $13,165,000 | 33 |
| Number of Managed Accounts | $11,516,000 | 25 |
| Number of Non-Managed Accounts | $1,649,000 | 49 |
| Total fiduciary and related assets | $26,648,283,000 | 34 |
| Managed Assets ($) | $23,482,687,000 | 21 |
| Non-managed Assets ($) | $3,165,596,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,354,000 | 28 |
| 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 | $12,875,000 | 32 |
| Number of Managed Accounts | $11,277,000 | 24 |
| Number of Non-Managed Accounts | $1,598,000 | 50 |
| Total fiduciary and related assets | $25,864,261,000 | 32 |
| Managed Assets ($) | $22,639,351,000 | 21 |
| Non-managed Assets ($) | $3,224,910,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $115,643,000 | 27 |
| 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 | $12,953,000 | 31 |
| Number of Managed Accounts | $11,417,000 | 24 |
| Number of Non-Managed Accounts | $1,536,000 | 49 |
| Total fiduciary and related assets | $26,105,900,000 | 32 |
| Managed Assets ($) | $22,637,828,000 | 21 |
| Non-managed Assets ($) | $3,468,072,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,579,000 | 28 |
| 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 | $12,527,000 | 31 |
| Number of Managed Accounts | $10,969,000 | 26 |
| Number of Non-Managed Accounts | $1,558,000 | 49 |
| Total fiduciary and related assets | $26,810,526,000 | 33 |
| Managed Assets ($) | $23,220,047,000 | 21 |
| Non-managed Assets ($) | $3,590,479,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,819,000 | 28 |
| 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 | $12,370,000 | 31 |
| Number of Managed Accounts | $10,797,000 | 24 |
| Number of Non-Managed Accounts | $1,573,000 | 50 |
| Total fiduciary and related assets | $26,986,657,000 | 33 |
| Managed Assets ($) | $23,100,894,000 | 21 |
| Non-managed Assets ($) | $3,885,763,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,458,000 | 30 |
| 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 | $12,218,000 | 32 |
| Number of Managed Accounts | $10,605,000 | 22 |
| Number of Non-Managed Accounts | $1,613,000 | 52 |
| Total fiduciary and related assets | $26,138,078,000 | 34 |
| Managed Assets ($) | $22,453,827,000 | 22 |
| Non-managed Assets ($) | $3,684,251,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $108,326,000 | 29 |
| 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 | $11,948,000 | 33 |
| Number of Managed Accounts | $10,362,000 | 24 |
| Number of Non-Managed Accounts | $1,586,000 | 51 |
| Total fiduciary and related assets | $25,560,037,000 | 35 |
| Managed Assets ($) | $21,820,484,000 | 21 |
| Non-managed Assets ($) | $3,739,553,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,102,000 | 28 |
| 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 | $11,815,000 | 33 |
| Number of Managed Accounts | $10,240,000 | 23 |
| Number of Non-Managed Accounts | $1,575,000 | 51 |
| Total fiduciary and related assets | $25,458,536,000 | 34 |
| Managed Assets ($) | $21,681,956,000 | 21 |
| Non-managed Assets ($) | $3,776,580,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,350,000 | 28 |
| 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 | $11,651,000 | 34 |
| Number of Managed Accounts | $9,997,000 | 24 |
| Number of Non-Managed Accounts | $1,654,000 | 52 |
| Total fiduciary and related assets | $24,473,944,000 | 34 |
| Managed Assets ($) | $20,818,658,000 | 24 |
| Non-managed Assets ($) | $3,655,286,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,579,000 | 29 |
| 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 | $11,668,000 | 33 |
| Number of Managed Accounts | $9,880,000 | 25 |
| Number of Non-Managed Accounts | $1,788,000 | 51 |
| Total fiduciary and related assets | $23,958,935,000 | 34 |
| Managed Assets ($) | $20,385,491,000 | 24 |
| Non-managed Assets ($) | $3,573,444,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,554,000 | 30 |
| 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 | $11,534,000 | 34 |
| Number of Managed Accounts | $9,770,000 | 25 |
| Number of Non-Managed Accounts | $1,764,000 | 48 |
| Total fiduciary and related assets | $22,904,947,000 | 35 |
| Managed Assets ($) | $19,394,149,000 | 25 |
| Non-managed Assets ($) | $3,510,798,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,240,000 | 29 |
| 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 | $10,052,000 | 34 |
| Number of Managed Accounts | $8,221,000 | 28 |
| Number of Non-Managed Accounts | $1,831,000 | 49 |
| Total fiduciary and related assets | $21,996,171,000 | 35 |
| Managed Assets ($) | $18,605,379,000 | 24 |
| Non-managed Assets ($) | $3,390,792,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,916,000 | 29 |
| 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 | $9,955,000 | 34 |
| Number of Managed Accounts | $8,115,000 | 27 |
| Number of Non-Managed Accounts | $1,840,000 | 52 |
| Total fiduciary and related assets | $22,048,786,000 | 36 |
| Managed Assets ($) | $17,958,143,000 | 24 |
| Non-managed Assets ($) | $4,090,643,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,175,000 | 29 |
| 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 | $9,972,000 | 34 |
| Number of Managed Accounts | $8,062,000 | 26 |
| Number of Non-Managed Accounts | $1,910,000 | 54 |
| Total fiduciary and related assets | $21,136,754,000 | 36 |
| Managed Assets ($) | $16,978,477,000 | 24 |
| Non-managed Assets ($) | $4,158,277,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,705,000 | 29 |
| 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 | $9,689,000 | 34 |
| Number of Managed Accounts | $7,853,000 | 25 |
| Number of Non-Managed Accounts | $1,836,000 | 49 |
| Total fiduciary and related assets | $21,193,505,000 | 34 |
| Managed Assets ($) | $17,090,631,000 | 24 |
| Non-managed Assets ($) | $4,102,874,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,348,000 | 29 |
| 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 | $9,674,000 | 34 |
| Number of Managed Accounts | $7,793,000 | 25 |
| Number of Non-Managed Accounts | $1,881,000 | 51 |
| Total fiduciary and related assets | $20,351,952,000 | 36 |
| Managed Assets ($) | $16,170,698,000 | 24 |
| Non-managed Assets ($) | $4,181,254,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,660,000 | 29 |
| 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 | $9,731,000 | 35 |
| Number of Managed Accounts | $7,758,000 | 26 |
| Number of Non-Managed Accounts | $1,973,000 | 47 |
| Total fiduciary and related assets | $19,868,514,000 | 36 |
| Managed Assets ($) | $15,984,637,000 | 24 |
| Non-managed Assets ($) | $3,883,877,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,821,000 | 30 |
| 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 | $9,653,000 | 36 |
| Number of Managed Accounts | $7,686,000 | 26 |
| Number of Non-Managed Accounts | $1,967,000 | 49 |
| Total fiduciary and related assets | $18,985,304,000 | 35 |
| Managed Assets ($) | $14,939,509,000 | 23 |
| Non-managed Assets ($) | $4,045,795,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $88,340,000 | 26 |
| 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 | $9,602,000 | 37 |
| Number of Managed Accounts | $7,616,000 | 28 |
| Number of Non-Managed Accounts | $1,986,000 | 46 |
| Total fiduciary and related assets | $17,917,445,000 | 36 |
| Managed Assets ($) | $14,071,720,000 | 25 |
| Non-managed Assets ($) | $3,845,725,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,237,000 | 27 |
| 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 | $9,619,000 | 36 |
| Number of Managed Accounts | $7,594,000 | 28 |
| Number of Non-Managed Accounts | $2,025,000 | 47 |
| Total fiduciary and related assets | $18,955,847,000 | 38 |
| Managed Assets ($) | $14,860,522,000 | 25 |
| Non-managed Assets ($) | $4,095,325,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,130,000 | 27 |
| 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 | $9,579,000 | 35 |
| Number of Managed Accounts | $7,551,000 | 27 |
| Number of Non-Managed Accounts | $2,028,000 | 49 |
| Total fiduciary and related assets | $18,715,121,000 | 38 |
| Managed Assets ($) | $14,625,152,000 | 25 |
| Non-managed Assets ($) | $4,089,969,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,578,000 | 28 |
| 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 | $9,576,000 | 36 |
| Number of Managed Accounts | $7,605,000 | 27 |
| Number of Non-Managed Accounts | $1,971,000 | 53 |
| Total fiduciary and related assets | $18,177,273,000 | 38 |
| Managed Assets ($) | $14,322,006,000 | 26 |
| Non-managed Assets ($) | $3,855,267,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,990,000 | 28 |
| 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 | $9,370,000 | 35 |
| Number of Managed Accounts | $7,455,000 | 26 |
| Number of Non-Managed Accounts | $1,915,000 | 48 |
| Total fiduciary and related assets | $17,562,808,000 | 38 |
| Managed Assets ($) | $13,799,050,000 | 26 |
| Non-managed Assets ($) | $3,763,758,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,867,000 | 28 |
| 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 | $9,492,000 | 38 |
| Number of Managed Accounts | $7,420,000 | 26 |
| Number of Non-Managed Accounts | $2,072,000 | 46 |
| Total fiduciary and related assets | $16,531,801,000 | 38 |
| Managed Assets ($) | $12,763,118,000 | 27 |
| Non-managed Assets ($) | $3,768,683,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,689,000 | 28 |
| 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 | $9,440,000 | 38 |
| Number of Managed Accounts | $7,376,000 | 25 |
| Number of Non-Managed Accounts | $2,064,000 | 45 |
| Total fiduciary and related assets | $17,079,769,000 | 37 |
| Managed Assets ($) | $13,378,982,000 | 26 |
| Non-managed Assets ($) | $3,700,787,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,325,000 | 29 |
| 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 | $9,413,000 | 40 |
| Number of Managed Accounts | $7,271,000 | 30 |
| Number of Non-Managed Accounts | $2,142,000 | 49 |
| Total fiduciary and related assets | $16,702,837,000 | 40 |
| Managed Assets ($) | $12,810,016,000 | 27 |
| Non-managed Assets ($) | $3,892,821,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,848,000 | 31 |
| 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 | $9,460,000 | 41 |
| Number of Managed Accounts | $7,249,000 | 30 |
| Number of Non-Managed Accounts | $2,211,000 | 48 |
| Total fiduciary and related assets | $17,317,896,000 | 40 |
| Managed Assets ($) | $12,428,336,000 | 29 |
| Non-managed Assets ($) | $4,889,560,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,497,000 | 32 |
| 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 | $9,340,000 | 42 |
| Number of Managed Accounts | $7,172,000 | 32 |
| Number of Non-Managed Accounts | $2,168,000 | 48 |
| Total fiduciary and related assets | $15,022,205,000 | 42 |
| Managed Assets ($) | $11,199,029,000 | 30 |
| Non-managed Assets ($) | $3,823,176,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,235,000 | 32 |
| 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 | $9,450,000 | 41 |
| Number of Managed Accounts | $7,251,000 | 31 |
| Number of Non-Managed Accounts | $2,199,000 | 45 |
| Total fiduciary and related assets | $14,245,458,000 | 42 |
| Managed Assets ($) | $10,572,973,000 | 31 |
| Non-managed Assets ($) | $3,672,485,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,877,000 | 32 |
| 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 | $9,543,000 | 43 |
| Number of Managed Accounts | $7,313,000 | 31 |
| Number of Non-Managed Accounts | $2,230,000 | 52 |
| Total fiduciary and related assets | $14,722,128,000 | 43 |
| Managed Assets ($) | $10,862,153,000 | 31 |
| Non-managed Assets ($) | $3,859,975,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,310,000 | 34 |
| 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 | $8,946,000 | 45 |
| Number of Managed Accounts | $6,743,000 | 30 |
| Number of Non-Managed Accounts | $2,203,000 | 48 |
| Total fiduciary and related assets | $15,300,958,000 | 43 |
| Managed Assets ($) | $11,112,756,000 | 31 |
| Non-managed Assets ($) | $4,188,202,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,847,000 | 40 |
| 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 | $8,920,000 | 47 |
| Number of Managed Accounts | $6,771,000 | 31 |
| Number of Non-Managed Accounts | $2,149,000 | 51 |
| Total fiduciary and related assets | $15,886,896,000 | 48 |
| Managed Assets ($) | $11,696,230,000 | 34 |
| Non-managed Assets ($) | $4,190,666,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,366,000 | 40 |
| 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 | $8,828,000 | 44 |
| Number of Managed Accounts | $6,686,000 | 30 |
| Number of Non-Managed Accounts | $2,142,000 | 47 |
| Total fiduciary and related assets | $15,845,840,000 | 44 |
| Managed Assets ($) | $11,617,137,000 | 32 |
| Non-managed Assets ($) | $4,228,703,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,135,000 | 39 |
| 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 | $8,900,000 | 45 |
| Number of Managed Accounts | $6,699,000 | 32 |
| Number of Non-Managed Accounts | $2,201,000 | 51 |
| Total fiduciary and related assets | $16,151,377,000 | 43 |
| Managed Assets ($) | $11,998,617,000 | 33 |
| Non-managed Assets ($) | $4,152,760,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,127,000 | 39 |
| 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 | $8,886,000 | 44 |
| Number of Managed Accounts | $6,707,000 | 32 |
| Number of Non-Managed Accounts | $2,179,000 | 47 |
| Total fiduciary and related assets | $16,284,822,000 | 44 |
| Managed Assets ($) | $12,003,635,000 | 35 |
| Non-managed Assets ($) | $4,281,187,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,684,000 | 39 |
| 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 | $8,819,000 | 44 |
| Number of Managed Accounts | $6,641,000 | 34 |
| Number of Non-Managed Accounts | $2,178,000 | 47 |
| Total fiduciary and related assets | $16,011,369,000 | 46 |
| Managed Assets ($) | $11,530,842,000 | 37 |
| Non-managed Assets ($) | $4,480,527,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,774,000 | 41 |
| 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 | $8,709,000 | 42 |
| Number of Managed Accounts | $6,633,000 | 33 |
| Number of Non-Managed Accounts | $2,076,000 | 46 |
| Total fiduciary and related assets | $15,252,024,000 | 48 |
| Managed Assets ($) | $11,271,451,000 | 37 |
| Non-managed Assets ($) | $3,980,573,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,765,000 | 41 |
| 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 | $8,758,000 | 43 |
| Number of Managed Accounts | $6,634,000 | 34 |
| Number of Non-Managed Accounts | $2,124,000 | 52 |
| Total fiduciary and related assets | $15,048,337,000 | 47 |
| Managed Assets ($) | $11,033,780,000 | 38 |
| Non-managed Assets ($) | $4,014,557,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,728,000 | 41 |
| 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 | $8,753,000 | 45 |
| Number of Managed Accounts | $6,638,000 | 35 |
| Number of Non-Managed Accounts | $2,115,000 | 52 |
| Total fiduciary and related assets | $14,790,347,000 | 49 |
| Managed Assets ($) | $10,687,465,000 | 40 |
| Non-managed Assets ($) | $4,102,882,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,051,000 | 44 |
| 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 | $8,693,000 | 46 |
| Number of Managed Accounts | $6,642,000 | 34 |
| Number of Non-Managed Accounts | $2,051,000 | 51 |
| Total fiduciary and related assets | $14,879,960,000 | 48 |
| Managed Assets ($) | $10,226,466,000 | 41 |
| Non-managed Assets ($) | $4,653,494,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,118,000 | 45 |
| 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 | $8,773,000 | 45 |
| Number of Managed Accounts | $6,711,000 | 35 |
| Number of Non-Managed Accounts | $2,062,000 | 50 |
| Total fiduciary and related assets | $14,538,385,000 | 48 |
| Managed Assets ($) | $10,352,760,000 | 38 |
| Non-managed Assets ($) | $4,185,625,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,986,000 | 43 |
| 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 | $8,823,000 | 50 |
| Number of Managed Accounts | $6,772,000 | 38 |
| Number of Non-Managed Accounts | $2,051,000 | 56 |
| Total fiduciary and related assets | $14,456,055,000 | 49 |
| Managed Assets ($) | $10,130,944,000 | 41 |
| Non-managed Assets ($) | $4,325,111,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,166,000 | 44 |
| 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 | $8,859,000 | 46 |
| Number of Managed Accounts | $6,808,000 | 35 |
| Number of Non-Managed Accounts | $2,051,000 | 49 |
| Total fiduciary and related assets | $14,142,086,000 | 49 |
| Managed Assets ($) | $10,199,380,000 | 39 |
| Non-managed Assets ($) | $3,942,706,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,416,000 | 44 |
| 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 | $9,044,000 | 45 |
| Number of Managed Accounts | $6,971,000 | 32 |
| Number of Non-Managed Accounts | $2,073,000 | 49 |
| Total fiduciary and related assets | $13,765,747,000 | 48 |
| Managed Assets ($) | $9,981,522,000 | 36 |
| Non-managed Assets ($) | $3,784,225,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,864,000 | 45 |
| 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 | $9,087,000 | 47 |
| Number of Managed Accounts | $6,956,000 | 34 |
| Number of Non-Managed Accounts | $2,131,000 | 52 |
| Total fiduciary and related assets | $13,270,919,000 | 49 |
| Managed Assets ($) | $9,843,201,000 | 39 |
| Non-managed Assets ($) | $3,427,718,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,612,000 | 47 |
| 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 | $9,196,000 | 51 |
| Number of Managed Accounts | $7,036,000 | 35 |
| Number of Non-Managed Accounts | $2,160,000 | 58 |
| Total fiduciary and related assets | $13,353,533,000 | 52 |
| Managed Assets ($) | $9,769,750,000 | 39 |
| Non-managed Assets ($) | $3,583,783,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,088,000 | 46 |
| 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 | $9,400,000 | 46 |
| Number of Managed Accounts | $7,106,000 | 33 |
| Number of Non-Managed Accounts | $2,294,000 | 52 |
| Total fiduciary and related assets | $12,781,580,000 | 52 |
| Managed Assets ($) | $9,423,633,000 | 39 |
| Non-managed Assets ($) | $3,357,947,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,999,000 | 46 |
| 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 | $8,425,000 | 48 |
| Number of Managed Accounts | $6,244,000 | 37 |
| Number of Non-Managed Accounts | $2,181,000 | 54 |
| Total fiduciary and related assets | $12,275,143,000 | 56 |
| Managed Assets ($) | $8,591,478,000 | 45 |
| Non-managed Assets ($) | $3,683,665,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,132,000 | 48 |
| 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 | $8,307,000 | 49 |
| Number of Managed Accounts | $6,215,000 | 38 |
| Number of Non-Managed Accounts | $2,092,000 | 55 |
| Total fiduciary and related assets | $11,842,264,000 | 59 |
| Managed Assets ($) | $8,893,030,000 | 43 |
| Non-managed Assets ($) | $2,949,234,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,116,000 | 48 |
| 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 | $8,499,000 | 52 |
| Number of Managed Accounts | $6,346,000 | 41 |
| Number of Non-Managed Accounts | $2,153,000 | 58 |
| Total fiduciary and related assets | $11,891,562,000 | 59 |
| Managed Assets ($) | $8,760,211,000 | 44 |
| Non-managed Assets ($) | $3,131,351,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,540,000 | 49 |
| 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 | $8,397,000 | 49 |
| Number of Managed Accounts | $6,225,000 | 39 |
| Number of Non-Managed Accounts | $2,172,000 | 58 |
| Total fiduciary and related assets | $11,310,244,000 | 60 |
| Managed Assets ($) | $8,355,726,000 | 44 |
| Non-managed Assets ($) | $2,954,518,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,844,000 | 49 |
| 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 | $9,004,000 | 46 |
| Number of Managed Accounts | $6,458,000 | 38 |
| Number of Non-Managed Accounts | $2,546,000 | 59 |
| Total fiduciary and related assets | $11,205,183,000 | 63 |
| Managed Assets ($) | $8,470,539,000 | 41 |
| Non-managed Assets ($) | $2,734,644,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,457,000 | 50 |
| 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 | $9,026,000 | 48 |
| Number of Managed Accounts | $6,386,000 | 39 |
| Number of Non-Managed Accounts | $2,640,000 | 56 |
| Total fiduciary and related assets | $11,432,040,000 | 58 |
| Managed Assets ($) | $8,061,758,000 | 40 |
| Non-managed Assets ($) | $3,370,282,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,508,000 | 51 |
| 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 | $8,914,000 | 50 |
| Number of Managed Accounts | $6,351,000 | 42 |
| Number of Non-Managed Accounts | $2,563,000 | 57 |
| Total fiduciary and related assets | $11,953,284,000 | 57 |
| Managed Assets ($) | $8,214,128,000 | 42 |
| Non-managed Assets ($) | $3,739,156,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,094,000 | 51 |
| 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 | $7,763,000 | 49 |
| Number of Managed Accounts | $6,366,000 | 40 |
| Number of Non-Managed Accounts | $1,397,000 | 77 |
| Total fiduciary and related assets | $11,907,429,000 | 59 |
| Managed Assets ($) | $8,474,094,000 | 44 |
| Non-managed Assets ($) | $3,433,335,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,977,000 | 53 |
| 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 | $51,404,000 | 51 |
| 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 | $48,500,000 | 56 |
| 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 | $43,636,000 | 59 |
| 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 | $35,782,000 | 65 |
| 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 | $20,507,000 | 99 |
| 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 | $15,682,000 | 119 |
| 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 | NA | NA |
| 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 | NA | NA |