Home > Fifth Third Bank > Fiduciary and Related Services
Fifth Third 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 | $26,584,000 | 25 |
| Number of Managed Accounts | $25,948,000 | 15 |
| Number of Non-Managed Accounts | $636,000 | 80 |
| Total fiduciary and related assets | $64,283,000,000 | 31 |
| Managed Assets ($) | $48,671,000,000 | 18 |
| Non-managed Assets ($) | $15,612,000,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $369,000,000 | 18 |
| 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 | $27,003,000 | 24 |
| Number of Managed Accounts | $26,337,000 | 15 |
| Number of Non-Managed Accounts | $666,000 | 73 |
| Total fiduciary and related assets | $60,880,000,000 | 31 |
| Managed Assets ($) | $46,472,000,000 | 19 |
| Non-managed Assets ($) | $14,408,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $278,000,000 | 18 |
| 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 | $27,306,000 | 23 |
| Number of Managed Accounts | $26,608,000 | 14 |
| Number of Non-Managed Accounts | $698,000 | 76 |
| Total fiduciary and related assets | $62,487,000,000 | 29 |
| Managed Assets ($) | $47,760,000,000 | 18 |
| Non-managed Assets ($) | $14,727,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $185,000,000 | 19 |
| 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 | $27,809,000 | 26 |
| Number of Managed Accounts | $27,072,000 | 15 |
| Number of Non-Managed Accounts | $737,000 | 73 |
| Total fiduciary and related assets | $60,907,000,000 | 31 |
| Managed Assets ($) | $46,324,000,000 | 18 |
| Non-managed Assets ($) | $14,583,000,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,000,000 | 19 |
| 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 | $27,901,000 | 26 |
| Number of Managed Accounts | $27,139,000 | 15 |
| Number of Non-Managed Accounts | $762,000 | 77 |
| Total fiduciary and related assets | $59,750,040,000 | 32 |
| Managed Assets ($) | $44,677,481,000 | 18 |
| Non-managed Assets ($) | $15,072,559,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $362,849,000 | 19 |
| 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 | $28,197,000 | 26 |
| Number of Managed Accounts | $27,329,000 | 15 |
| Number of Non-Managed Accounts | $868,000 | 67 |
| Total fiduciary and related assets | $57,516,307,000 | 30 |
| Managed Assets ($) | $42,235,461,000 | 18 |
| Non-managed Assets ($) | $15,280,846,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $275,443,000 | 18 |
| 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 | $28,345,000 | 24 |
| Number of Managed Accounts | $27,462,000 | 15 |
| Number of Non-Managed Accounts | $883,000 | 58 |
| Total fiduciary and related assets | $59,938,243,000 | 23 |
| Managed Assets ($) | $44,126,809,000 | 15 |
| Non-managed Assets ($) | $15,811,434,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,031,000 | 15 |
| 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 | $28,357,000 | 24 |
| Number of Managed Accounts | $27,473,000 | 15 |
| Number of Non-Managed Accounts | $884,000 | 57 |
| Total fiduciary and related assets | $67,996,020,000 | 22 |
| Managed Assets ($) | $49,335,526,000 | 15 |
| Non-managed Assets ($) | $18,660,494,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $98,431,000 | 15 |
| 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 | $28,113,000 | 23 |
| Number of Managed Accounts | $27,245,000 | 15 |
| Number of Non-Managed Accounts | $868,000 | 57 |
| Total fiduciary and related assets | $71,415,757,000 | 22 |
| Managed Assets ($) | $51,645,634,000 | 15 |
| Non-managed Assets ($) | $19,770,123,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $372,148,000 | 14 |
| 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 | $27,768,000 | 24 |
| Number of Managed Accounts | $26,881,000 | 15 |
| Number of Non-Managed Accounts | $887,000 | 56 |
| Total fiduciary and related assets | $68,088,728,000 | 23 |
| Managed Assets ($) | $48,496,896,000 | 15 |
| Non-managed Assets ($) | $19,591,832,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,152,000 | 14 |
| 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 | $27,544,000 | 25 |
| Number of Managed Accounts | $26,643,000 | 15 |
| Number of Non-Managed Accounts | $901,000 | 56 |
| Total fiduciary and related assets | $67,663,401,000 | 24 |
| Managed Assets ($) | $48,476,560,000 | 16 |
| Non-managed Assets ($) | $19,186,841,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,003,000 | 14 |
| 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 | $27,471,000 | 25 |
| Number of Managed Accounts | $26,553,000 | 15 |
| Number of Non-Managed Accounts | $918,000 | 58 |
| Total fiduciary and related assets | $64,452,908,000 | 24 |
| Managed Assets ($) | $46,499,244,000 | 17 |
| Non-managed Assets ($) | $17,953,664,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,874,000 | 14 |
| 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 | $27,242,000 | 26 |
| Number of Managed Accounts | $26,258,000 | 15 |
| Number of Non-Managed Accounts | $984,000 | 60 |
| Total fiduciary and related assets | $63,044,734,000 | 24 |
| Managed Assets ($) | $45,096,863,000 | 17 |
| Non-managed Assets ($) | $17,947,871,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $337,011,000 | 14 |
| 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 | $27,437,000 | 26 |
| Number of Managed Accounts | $26,452,000 | 15 |
| Number of Non-Managed Accounts | $985,000 | 56 |
| Total fiduciary and related assets | $57,039,477,000 | 24 |
| Managed Assets ($) | $41,942,015,000 | 16 |
| Non-managed Assets ($) | $15,097,462,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $250,828,000 | 14 |
| 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 | $27,120,000 | 26 |
| Number of Managed Accounts | $26,128,000 | 15 |
| Number of Non-Managed Accounts | $992,000 | 57 |
| Total fiduciary and related assets | $54,175,421,000 | 24 |
| Managed Assets ($) | $39,946,554,000 | 16 |
| Non-managed Assets ($) | $14,228,867,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $165,415,000 | 14 |
| 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 | $27,001,000 | 26 |
| Number of Managed Accounts | $26,003,000 | 14 |
| Number of Non-Managed Accounts | $998,000 | 58 |
| Total fiduciary and related assets | $47,996,051,000 | 24 |
| Managed Assets ($) | $36,036,539,000 | 16 |
| Non-managed Assets ($) | $11,959,512,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,090,000 | 14 |
| 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 | $26,630,000 | 26 |
| Number of Managed Accounts | $25,511,000 | 14 |
| Number of Non-Managed Accounts | $1,119,000 | 57 |
| Total fiduciary and related assets | $55,642,234,000 | 24 |
| Managed Assets ($) | $40,581,506,000 | 16 |
| Non-managed Assets ($) | $15,060,728,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $312,838,000 | 13 |
| 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 | $26,259,000 | 25 |
| Number of Managed Accounts | $25,128,000 | 14 |
| Number of Non-Managed Accounts | $1,131,000 | 54 |
| Total fiduciary and related assets | $53,550,181,000 | 25 |
| Managed Assets ($) | $38,831,219,000 | 17 |
| Non-managed Assets ($) | $14,718,962,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $229,845,000 | 13 |
| 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 | $25,865,000 | 25 |
| Number of Managed Accounts | $24,727,000 | 13 |
| Number of Non-Managed Accounts | $1,138,000 | 56 |
| Total fiduciary and related assets | $52,718,451,000 | 23 |
| Managed Assets ($) | $38,280,945,000 | 15 |
| Non-managed Assets ($) | $14,437,506,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $148,956,000 | 13 |
| 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 | $24,068,000 | 26 |
| Number of Managed Accounts | $22,958,000 | 14 |
| Number of Non-Managed Accounts | $1,110,000 | 59 |
| Total fiduciary and related assets | $47,785,256,000 | 25 |
| Managed Assets ($) | $34,039,498,000 | 16 |
| Non-managed Assets ($) | $13,745,758,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,938,000 | 14 |
| 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 | $23,911,000 | 26 |
| Number of Managed Accounts | $22,790,000 | 15 |
| Number of Non-Managed Accounts | $1,121,000 | 60 |
| Total fiduciary and related assets | $43,876,379,000 | 25 |
| Managed Assets ($) | $31,433,822,000 | 16 |
| Non-managed Assets ($) | $12,442,557,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $269,370,000 | 17 |
| 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 | $23,058,000 | 25 |
| Number of Managed Accounts | $21,934,000 | 16 |
| Number of Non-Managed Accounts | $1,124,000 | 60 |
| Total fiduciary and related assets | $46,232,984,000 | 27 |
| Managed Assets ($) | $32,692,272,000 | 17 |
| Non-managed Assets ($) | $13,540,712,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $202,886,000 | 17 |
| 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 | $22,743,000 | 24 |
| Number of Managed Accounts | $21,616,000 | 15 |
| Number of Non-Managed Accounts | $1,127,000 | 60 |
| Total fiduciary and related assets | $44,472,490,000 | 28 |
| Managed Assets ($) | $31,605,887,000 | 17 |
| Non-managed Assets ($) | $12,866,603,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,749,000 | 17 |
| 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 | $22,596,000 | 25 |
| Number of Managed Accounts | $21,439,000 | 15 |
| Number of Non-Managed Accounts | $1,157,000 | 60 |
| Total fiduciary and related assets | $44,430,658,000 | 28 |
| Managed Assets ($) | $31,309,754,000 | 17 |
| Non-managed Assets ($) | $13,120,904,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,166,000 | 17 |
| 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 | $27,385,000 | 24 |
| Number of Managed Accounts | $25,947,000 | 13 |
| Number of Non-Managed Accounts | $1,438,000 | 55 |
| Total fiduciary and related assets | $44,867,919,000 | 28 |
| Managed Assets ($) | $30,157,127,000 | 19 |
| Non-managed Assets ($) | $14,710,792,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $247,010,000 | 18 |
| 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 | $27,353,000 | 24 |
| Number of Managed Accounts | $25,775,000 | 13 |
| Number of Non-Managed Accounts | $1,578,000 | 51 |
| Total fiduciary and related assets | $42,981,982,000 | 28 |
| Managed Assets ($) | $29,223,006,000 | 19 |
| Non-managed Assets ($) | $13,758,976,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $184,593,000 | 18 |
| 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 | $27,445,000 | 24 |
| Number of Managed Accounts | $25,283,000 | 13 |
| Number of Non-Managed Accounts | $2,162,000 | 42 |
| Total fiduciary and related assets | $41,337,462,000 | 27 |
| Managed Assets ($) | $28,185,304,000 | 19 |
| Non-managed Assets ($) | $13,152,158,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $124,533,000 | 18 |
| 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 | $27,767,000 | 23 |
| Number of Managed Accounts | $25,416,000 | 13 |
| Number of Non-Managed Accounts | $2,351,000 | 39 |
| Total fiduciary and related assets | $40,889,239,000 | 28 |
| Managed Assets ($) | $27,860,881,000 | 19 |
| Non-managed Assets ($) | $13,028,358,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,271,000 | 16 |
| 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 | $27,808,000 | 23 |
| Number of Managed Accounts | $25,075,000 | 13 |
| Number of Non-Managed Accounts | $2,733,000 | 38 |
| Total fiduciary and related assets | $39,540,051,000 | 27 |
| Managed Assets ($) | $26,822,551,000 | 19 |
| Non-managed Assets ($) | $12,717,500,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $231,975,000 | 19 |
| 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 | $27,760,000 | 23 |
| Number of Managed Accounts | $24,951,000 | 13 |
| Number of Non-Managed Accounts | $2,809,000 | 36 |
| Total fiduciary and related assets | $39,010,103,000 | 28 |
| Managed Assets ($) | $26,660,047,000 | 20 |
| Non-managed Assets ($) | $12,350,056,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $175,012,000 | 19 |
| 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 | $27,807,000 | 24 |
| Number of Managed Accounts | $24,817,000 | 13 |
| Number of Non-Managed Accounts | $2,990,000 | 33 |
| Total fiduciary and related assets | $38,158,987,000 | 26 |
| Managed Assets ($) | $26,116,700,000 | 20 |
| Non-managed Assets ($) | $12,042,287,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $117,087,000 | 19 |
| 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 | $27,929,000 | 24 |
| Number of Managed Accounts | $24,923,000 | 12 |
| Number of Non-Managed Accounts | $3,006,000 | 34 |
| Total fiduciary and related assets | $37,723,845,000 | 26 |
| Managed Assets ($) | $25,939,150,000 | 20 |
| Non-managed Assets ($) | $11,784,695,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,135,000 | 19 |
| 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 | $27,837,000 | 22 |
| Number of Managed Accounts | $24,843,000 | 12 |
| Number of Non-Managed Accounts | $2,994,000 | 35 |
| Total fiduciary and related assets | $37,582,764,000 | 24 |
| Managed Assets ($) | $25,861,991,000 | 20 |
| Non-managed Assets ($) | $11,720,773,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $230,332,000 | 19 |
| 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 | $27,592,000 | 22 |
| Number of Managed Accounts | $24,597,000 | 13 |
| Number of Non-Managed Accounts | $2,995,000 | 33 |
| Total fiduciary and related assets | $36,728,636,000 | 25 |
| Managed Assets ($) | $25,146,862,000 | 20 |
| Non-managed Assets ($) | $11,581,774,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $173,617,000 | 19 |
| 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 | $26,821,000 | 23 |
| Number of Managed Accounts | $23,821,000 | 14 |
| Number of Non-Managed Accounts | $3,000,000 | 32 |
| Total fiduciary and related assets | $38,417,163,000 | 23 |
| Managed Assets ($) | $26,755,323,000 | 19 |
| Non-managed Assets ($) | $11,661,840,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $117,790,000 | 19 |
| 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 | $26,816,000 | 23 |
| Number of Managed Accounts | $23,836,000 | 13 |
| Number of Non-Managed Accounts | $2,980,000 | 35 |
| Total fiduciary and related assets | $38,357,171,000 | 24 |
| Managed Assets ($) | $27,123,797,000 | 18 |
| Non-managed Assets ($) | $11,233,374,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,961,000 | 18 |
| 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 | $26,447,000 | 24 |
| Number of Managed Accounts | $23,497,000 | 13 |
| Number of Non-Managed Accounts | $2,950,000 | 39 |
| Total fiduciary and related assets | $38,092,204,000 | 24 |
| Managed Assets ($) | $26,871,075,000 | 18 |
| Non-managed Assets ($) | $11,221,129,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $223,336,000 | 19 |
| 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 | $29,724,000 | 22 |
| Number of Managed Accounts | $23,403,000 | 13 |
| Number of Non-Managed Accounts | $6,321,000 | 23 |
| Total fiduciary and related assets | $40,987,030,000 | 23 |
| Managed Assets ($) | $26,455,282,000 | 17 |
| Non-managed Assets ($) | $14,531,748,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $167,750,000 | 19 |
| 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 | $29,492,000 | 23 |
| Number of Managed Accounts | $23,088,000 | 13 |
| Number of Non-Managed Accounts | $6,404,000 | 23 |
| Total fiduciary and related assets | $41,469,694,000 | 23 |
| Managed Assets ($) | $26,522,415,000 | 17 |
| Non-managed Assets ($) | $14,947,279,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,223,000 | 18 |
| 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 | $29,496,000 | 23 |
| Number of Managed Accounts | $23,017,000 | 13 |
| Number of Non-Managed Accounts | $6,479,000 | 24 |
| Total fiduciary and related assets | $40,151,045,000 | 24 |
| Managed Assets ($) | $25,714,536,000 | 20 |
| Non-managed Assets ($) | $14,436,509,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,141,000 | 18 |
| 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 | $29,414,000 | 21 |
| Number of Managed Accounts | $22,880,000 | 12 |
| Number of Non-Managed Accounts | $6,534,000 | 24 |
| Total fiduciary and related assets | $39,372,529,000 | 24 |
| Managed Assets ($) | $25,247,175,000 | 20 |
| Non-managed Assets ($) | $14,125,354,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,587,000 | 19 |
| 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 | $29,397,000 | 22 |
| Number of Managed Accounts | $22,806,000 | 13 |
| Number of Non-Managed Accounts | $6,591,000 | 24 |
| Total fiduciary and related assets | $37,899,687,000 | 25 |
| Managed Assets ($) | $24,613,923,000 | 21 |
| Non-managed Assets ($) | $13,285,764,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,525,000 | 19 |
| 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 | $29,122,000 | 22 |
| Number of Managed Accounts | $22,409,000 | 14 |
| Number of Non-Managed Accounts | $6,713,000 | 25 |
| Total fiduciary and related assets | $37,445,264,000 | 24 |
| Managed Assets ($) | $23,739,592,000 | 21 |
| Non-managed Assets ($) | $13,705,672,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $103,733,000 | 19 |
| 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 | $28,705,000 | 22 |
| Number of Managed Accounts | $21,891,000 | 14 |
| Number of Non-Managed Accounts | $6,814,000 | 24 |
| Total fiduciary and related assets | $38,762,428,000 | 23 |
| Managed Assets ($) | $23,954,010,000 | 21 |
| Non-managed Assets ($) | $14,808,418,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,476,000 | 18 |
| 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 | $28,465,000 | 23 |
| Number of Managed Accounts | $21,539,000 | 13 |
| Number of Non-Managed Accounts | $6,926,000 | 25 |
| Total fiduciary and related assets | $36,595,590,000 | 23 |
| Managed Assets ($) | $22,223,349,000 | 21 |
| Non-managed Assets ($) | $14,372,241,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,943,000 | 20 |
| 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 | $28,165,000 | 23 |
| Number of Managed Accounts | $21,267,000 | 13 |
| Number of Non-Managed Accounts | $6,898,000 | 25 |
| Total fiduciary and related assets | $36,310,044,000 | 22 |
| Managed Assets ($) | $21,870,602,000 | 21 |
| Non-managed Assets ($) | $14,439,442,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $141,239,000 | 20 |
| 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 | $28,083,000 | 23 |
| Number of Managed Accounts | $21,144,000 | 12 |
| Number of Non-Managed Accounts | $6,939,000 | 26 |
| Total fiduciary and related assets | $35,219,104,000 | 22 |
| Managed Assets ($) | $21,207,297,000 | 20 |
| Non-managed Assets ($) | $14,011,807,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,043,000 | 18 |
| 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 | $27,740,000 | 23 |
| Number of Managed Accounts | $20,779,000 | 13 |
| Number of Non-Managed Accounts | $6,961,000 | 26 |
| Total fiduciary and related assets | $35,508,723,000 | 21 |
| Managed Assets ($) | $21,098,539,000 | 20 |
| Non-managed Assets ($) | $14,410,184,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,471,000 | 17 |
| 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 | $27,626,000 | 22 |
| Number of Managed Accounts | $20,609,000 | 12 |
| Number of Non-Managed Accounts | $7,017,000 | 25 |
| Total fiduciary and related assets | $33,284,405,000 | 24 |
| Managed Assets ($) | $20,013,437,000 | 19 |
| Non-managed Assets ($) | $13,270,968,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,248,000 | 18 |
| 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 | $27,687,000 | 23 |
| Number of Managed Accounts | $20,581,000 | 14 |
| Number of Non-Managed Accounts | $7,106,000 | 24 |
| Total fiduciary and related assets | $31,977,560,000 | 27 |
| Managed Assets ($) | $19,262,894,000 | 20 |
| Non-managed Assets ($) | $12,714,666,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $138,656,000 | 19 |
| 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 | $27,758,000 | 23 |
| Number of Managed Accounts | $20,563,000 | 13 |
| Number of Non-Managed Accounts | $7,195,000 | 24 |
| Total fiduciary and related assets | $34,383,694,000 | 26 |
| Managed Assets ($) | $21,035,313,000 | 19 |
| Non-managed Assets ($) | $13,348,381,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,381,000 | 18 |
| 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 | $27,757,000 | 22 |
| Number of Managed Accounts | $20,473,000 | 12 |
| Number of Non-Managed Accounts | $7,284,000 | 23 |
| Total fiduciary and related assets | $34,099,683,000 | 26 |
| Managed Assets ($) | $21,310,674,000 | 20 |
| Non-managed Assets ($) | $12,789,009,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,681,000 | 17 |
| 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 | $27,683,000 | 22 |
| Number of Managed Accounts | $20,355,000 | 13 |
| Number of Non-Managed Accounts | $7,328,000 | 24 |
| Total fiduciary and related assets | $33,457,736,000 | 27 |
| Managed Assets ($) | $20,904,808,000 | 21 |
| Non-managed Assets ($) | $12,552,928,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $166,775,000 | 21 |
| 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 | $27,666,000 | 21 |
| Number of Managed Accounts | $20,403,000 | 12 |
| Number of Non-Managed Accounts | $7,263,000 | 24 |
| Total fiduciary and related assets | $31,818,447,000 | 27 |
| Managed Assets ($) | $20,096,804,000 | 21 |
| Non-managed Assets ($) | $11,721,643,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $124,194,000 | 21 |
| 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 | $28,084,000 | 20 |
| Number of Managed Accounts | $20,580,000 | 12 |
| Number of Non-Managed Accounts | $7,504,000 | 24 |
| Total fiduciary and related assets | $30,631,429,000 | 28 |
| Managed Assets ($) | $18,874,700,000 | 21 |
| Non-managed Assets ($) | $11,756,729,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $84,638,000 | 21 |
| 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 | $28,288,000 | 21 |
| Number of Managed Accounts | $20,636,000 | 12 |
| Number of Non-Managed Accounts | $7,652,000 | 25 |
| Total fiduciary and related assets | $32,124,622,000 | 28 |
| Managed Assets ($) | $19,744,934,000 | 21 |
| Non-managed Assets ($) | $12,379,688,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,465,000 | 20 |
| 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 | $28,262,000 | 22 |
| Number of Managed Accounts | $20,574,000 | 13 |
| Number of Non-Managed Accounts | $7,688,000 | 27 |
| Total fiduciary and related assets | $31,395,514,000 | 29 |
| Managed Assets ($) | $19,577,640,000 | 22 |
| Non-managed Assets ($) | $11,817,874,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,882,000 | 22 |
| 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 | $28,261,000 | 25 |
| Number of Managed Accounts | $20,798,000 | 17 |
| Number of Non-Managed Accounts | $7,463,000 | 29 |
| Total fiduciary and related assets | $32,840,725,000 | 30 |
| Managed Assets ($) | $20,071,493,000 | 22 |
| Non-managed Assets ($) | $12,769,232,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $116,108,000 | 23 |
| 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 | $15,131,000 | 33 |
| Number of Managed Accounts | $9,126,000 | 25 |
| Number of Non-Managed Accounts | $6,005,000 | 32 |
| Total fiduciary and related assets | $17,299,361,000 | 37 |
| Managed Assets ($) | $9,879,367,000 | 32 |
| Non-managed Assets ($) | $7,419,994,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,469,000 | 27 |
| 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 | $15,243,000 | 32 |
| Number of Managed Accounts | $9,192,000 | 24 |
| Number of Non-Managed Accounts | $6,051,000 | 31 |
| Total fiduciary and related assets | $16,076,594,000 | 39 |
| Managed Assets ($) | $9,206,703,000 | 34 |
| Non-managed Assets ($) | $6,869,891,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,856,000 | 27 |
| 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 | $15,522,000 | 33 |
| Number of Managed Accounts | $9,415,000 | 25 |
| Number of Non-Managed Accounts | $6,107,000 | 30 |
| Total fiduciary and related assets | $17,437,997,000 | 39 |
| Managed Assets ($) | $10,021,610,000 | 33 |
| Non-managed Assets ($) | $7,416,387,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $88,909,000 | 32 |
| 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 | $15,695,000 | 32 |
| Number of Managed Accounts | $9,578,000 | 24 |
| Number of Non-Managed Accounts | $6,117,000 | 28 |
| Total fiduciary and related assets | $20,905,712,000 | 37 |
| Managed Assets ($) | $12,595,770,000 | 28 |
| Non-managed Assets ($) | $8,309,942,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $69,422,000 | 35 |
| 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 | $15,756,000 | 33 |
| Number of Managed Accounts | $9,581,000 | 25 |
| Number of Non-Managed Accounts | $6,175,000 | 29 |
| Total fiduciary and related assets | $21,740,902,000 | 40 |
| Managed Assets ($) | $12,945,564,000 | 32 |
| Non-managed Assets ($) | $8,795,338,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,605,000 | 37 |
| 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 | $15,633,000 | 33 |
| Number of Managed Accounts | $9,378,000 | 25 |
| Number of Non-Managed Accounts | $6,255,000 | 28 |
| Total fiduciary and related assets | $22,339,043,000 | 37 |
| Managed Assets ($) | $13,182,744,000 | 30 |
| Non-managed Assets ($) | $9,156,299,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,314,000 | 33 |
| 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 | $15,603,000 | 34 |
| Number of Managed Accounts | $9,266,000 | 27 |
| Number of Non-Managed Accounts | $6,337,000 | 28 |
| Total fiduciary and related assets | $23,502,372,000 | 38 |
| Managed Assets ($) | $13,855,307,000 | 31 |
| Non-managed Assets ($) | $9,647,065,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $97,726,000 | 31 |
| 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 | $15,764,000 | 35 |
| Number of Managed Accounts | $9,640,000 | 26 |
| Number of Non-Managed Accounts | $6,124,000 | 28 |
| Total fiduciary and related assets | $23,915,186,000 | 38 |
| Managed Assets ($) | $14,225,559,000 | 32 |
| Non-managed Assets ($) | $9,689,627,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $73,638,000 | 31 |
| 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 | $15,900,000 | 33 |
| Number of Managed Accounts | $9,723,000 | 25 |
| Number of Non-Managed Accounts | $6,177,000 | 28 |
| Total fiduciary and related assets | $23,487,738,000 | 39 |
| Managed Assets ($) | $13,911,301,000 | 32 |
| Non-managed Assets ($) | $9,576,437,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,122,000 | 32 |
| 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 | $16,138,000 | 32 |
| Number of Managed Accounts | $9,746,000 | 24 |
| Number of Non-Managed Accounts | $6,392,000 | 28 |
| Total fiduciary and related assets | $23,406,925,000 | 38 |
| Managed Assets ($) | $14,310,720,000 | 32 |
| Non-managed Assets ($) | $9,096,205,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,999,000 | 32 |
| 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 | $16,261,000 | 33 |
| Number of Managed Accounts | $9,731,000 | 25 |
| Number of Non-Managed Accounts | $6,530,000 | 29 |
| Total fiduciary and related assets | $23,279,876,000 | 37 |
| Managed Assets ($) | $14,278,793,000 | 32 |
| Non-managed Assets ($) | $9,001,083,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,947,000 | 32 |
| 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 | $16,197,000 | 34 |
| Number of Managed Accounts | $9,644,000 | 25 |
| Number of Non-Managed Accounts | $6,553,000 | 30 |
| Total fiduciary and related assets | $22,792,060,000 | 39 |
| Managed Assets ($) | $13,719,643,000 | 33 |
| Non-managed Assets ($) | $9,072,417,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,814,000 | 33 |
| 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 | $16,375,000 | 32 |
| Number of Managed Accounts | $9,781,000 | 24 |
| Number of Non-Managed Accounts | $6,594,000 | 29 |
| Total fiduciary and related assets | $22,172,724,000 | 39 |
| Managed Assets ($) | $13,442,070,000 | 32 |
| Non-managed Assets ($) | $8,730,654,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,873,000 | 34 |
| 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 | $16,523,000 | 32 |
| Number of Managed Accounts | $9,908,000 | 24 |
| Number of Non-Managed Accounts | $6,615,000 | 29 |
| Total fiduciary and related assets | $23,078,624,000 | 36 |
| Managed Assets ($) | $13,916,835,000 | 31 |
| Non-managed Assets ($) | $9,161,789,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,441,000 | 34 |
| 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 | $23,028,000 | 27 |
| Number of Managed Accounts | $13,205,000 | 23 |
| Number of Non-Managed Accounts | $9,823,000 | 27 |
| Total fiduciary and related assets | $22,914,512,000 | 37 |
| Managed Assets ($) | $14,244,944,000 | 31 |
| Non-managed Assets ($) | $8,669,568,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,519,000 | 35 |
| 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 | $22,644,000 | 25 |
| Number of Managed Accounts | $12,848,000 | 20 |
| Number of Non-Managed Accounts | $9,796,000 | 27 |
| Total fiduciary and related assets | $22,965,920,000 | 37 |
| Managed Assets ($) | $14,953,764,000 | 31 |
| Non-managed Assets ($) | $8,012,156,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,362,000 | 35 |
| 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 | $22,693,000 | 23 |
| Number of Managed Accounts | $12,839,000 | 19 |
| Number of Non-Managed Accounts | $9,854,000 | 29 |
| Total fiduciary and related assets | $22,554,520,000 | 37 |
| Managed Assets ($) | $14,942,560,000 | 30 |
| Non-managed Assets ($) | $7,611,960,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,822,000 | 34 |
| 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 | $24,528,000 | 24 |
| Number of Managed Accounts | $13,921,000 | 21 |
| Number of Non-Managed Accounts | $10,607,000 | 24 |
| Total fiduciary and related assets | $22,852,476,000 | 40 |
| Managed Assets ($) | $16,203,250,000 | 30 |
| Non-managed Assets ($) | $6,649,226,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,601,000 | 35 |
| 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 | $25,166,000 | 26 |
| Number of Managed Accounts | $13,666,000 | 21 |
| Number of Non-Managed Accounts | $11,500,000 | 25 |
| Total fiduciary and related assets | $24,745,081,000 | 41 |
| Managed Assets ($) | $18,090,361,000 | 28 |
| Non-managed Assets ($) | $6,654,720,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,365,000 | 34 |
| 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 | $28,046,000 | 23 |
| Number of Managed Accounts | $14,037,000 | 20 |
| Number of Non-Managed Accounts | $14,009,000 | 19 |
| Total fiduciary and related assets | $24,127,034,000 | 39 |
| Managed Assets ($) | $18,146,080,000 | 27 |
| Non-managed Assets ($) | $5,980,954,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,966,000 | 34 |
| 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 | $28,625,000 | 22 |
| Number of Managed Accounts | $14,173,000 | 20 |
| Number of Non-Managed Accounts | $14,452,000 | 19 |
| Total fiduciary and related assets | $25,075,246,000 | 39 |
| Managed Assets ($) | $18,974,212,000 | 27 |
| Non-managed Assets ($) | $6,101,034,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,843,000 | 31 |
| 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 | $34,230,000 | 21 |
| Number of Managed Accounts | $14,622,000 | 19 |
| Number of Non-Managed Accounts | $19,608,000 | 18 |
| Total fiduciary and related assets | $24,555,964,000 | 39 |
| Managed Assets ($) | $18,586,787,000 | 27 |
| Non-managed Assets ($) | $5,969,177,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,506,000 | 31 |
| 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 | $35,700,000 | 20 |
| Number of Managed Accounts | $15,253,000 | 19 |
| Number of Non-Managed Accounts | $20,447,000 | 17 |
| Total fiduciary and related assets | $35,346,697,000 | 35 |
| Managed Assets ($) | $18,206,821,000 | 27 |
| Non-managed Assets ($) | $17,139,876,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,693,000 | 33 |
| 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 | $34,906,000 | 20 |
| Number of Managed Accounts | $15,319,000 | 17 |
| Number of Non-Managed Accounts | $19,587,000 | 17 |
| Total fiduciary and related assets | $34,084,593,000 | 35 |
| Managed Assets ($) | $17,460,408,000 | 27 |
| Non-managed Assets ($) | $16,624,185,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,998,000 | 33 |
| 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 | $35,705,000 | 21 |
| Number of Managed Accounts | $15,600,000 | 17 |
| Number of Non-Managed Accounts | $20,105,000 | 18 |
| Total fiduciary and related assets | $33,313,357,000 | 34 |
| Managed Assets ($) | $17,266,987,000 | 27 |
| Non-managed Assets ($) | $16,046,370,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,114,000 | 33 |
| 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 | $35,583,000 | 21 |
| Number of Managed Accounts | $15,692,000 | 17 |
| Number of Non-Managed Accounts | $19,891,000 | 17 |
| Total fiduciary and related assets | $31,262,839,000 | 32 |
| Managed Assets ($) | $15,666,389,000 | 27 |
| Non-managed Assets ($) | $15,596,450,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,773,000 | 32 |
| 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 | $35,163,000 | 21 |
| Number of Managed Accounts | $15,275,000 | 17 |
| Number of Non-Managed Accounts | $19,888,000 | 16 |
| Total fiduciary and related assets | $29,692,401,000 | 33 |
| Managed Assets ($) | $14,536,830,000 | 28 |
| Non-managed Assets ($) | $15,155,571,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $111,348,000 | 32 |
| 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 | $32,622,000 | 18 |
| Number of Managed Accounts | $14,642,000 | 19 |
| Number of Non-Managed Accounts | $17,980,000 | 15 |
| Total fiduciary and related assets | $26,970,269,000 | 38 |
| Managed Assets ($) | $14,507,011,000 | 31 |
| Non-managed Assets ($) | $12,463,258,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $125,472,000 | 28 |
| 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 | $116,128,000 | 33 |
| 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 | $5,835,000 | 180 |
| 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 | $6,126,000 | 174 |
| 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 | $2,949,000 | 268 |
| 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 | $2,327,000 | 333 |
| 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 | $2,041,000 | 370 |
| 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 | $1,964,000 | 372 |
| 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 | $2,069,000 | 371 |
| 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 | $1,804,000 | 408 |