Home > First Horizon Bank > Fiduciary and Related Services
First Horizon 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 | $4,237,000 | 76 |
| Number of Managed Accounts | $3,848,000 | 63 |
| Number of Non-Managed Accounts | $389,000 | 106 |
| Total fiduciary and related assets | $51,602,847,000 | 34 |
| Managed Assets ($) | $19,367,516,000 | 30 |
| Non-managed Assets ($) | $32,235,331,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,134,000 | 59 |
| 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 | $4,293,000 | 74 |
| Number of Managed Accounts | $3,906,000 | 64 |
| Number of Non-Managed Accounts | $387,000 | 96 |
| Total fiduciary and related assets | $49,165,030,000 | 35 |
| Managed Assets ($) | $18,097,466,000 | 31 |
| Non-managed Assets ($) | $31,067,564,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,106,000 | 61 |
| 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 | $4,375,000 | 73 |
| Number of Managed Accounts | $3,982,000 | 60 |
| Number of Non-Managed Accounts | $393,000 | 99 |
| Total fiduciary and related assets | $53,254,338,000 | 35 |
| Managed Assets ($) | $20,067,591,000 | 31 |
| Non-managed Assets ($) | $33,186,747,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,348,000 | 58 |
| 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 | $4,434,000 | 75 |
| Number of Managed Accounts | $4,027,000 | 63 |
| Number of Non-Managed Accounts | $407,000 | 96 |
| Total fiduciary and related assets | $55,506,337,000 | 36 |
| Managed Assets ($) | $20,759,456,000 | 32 |
| Non-managed Assets ($) | $34,746,881,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,666,000 | 62 |
| 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 | $4,450,000 | 75 |
| Number of Managed Accounts | $4,027,000 | 63 |
| Number of Non-Managed Accounts | $423,000 | 105 |
| Total fiduciary and related assets | $56,292,984,000 | 34 |
| Managed Assets ($) | $20,766,279,000 | 31 |
| Non-managed Assets ($) | $35,526,705,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,287,000 | 60 |
| 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 | $4,506,000 | 75 |
| Number of Managed Accounts | $4,092,000 | 60 |
| Number of Non-Managed Accounts | $414,000 | 96 |
| Total fiduciary and related assets | $56,234,903,000 | 33 |
| Managed Assets ($) | $20,746,048,000 | 30 |
| Non-managed Assets ($) | $35,488,855,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,514,000 | 60 |
| 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 | $4,656,000 | 61 |
| Number of Managed Accounts | $4,248,000 | 52 |
| Number of Non-Managed Accounts | $408,000 | 87 |
| Total fiduciary and related assets | $58,584,332,000 | 25 |
| Managed Assets ($) | $21,957,141,000 | 26 |
| Non-managed Assets ($) | $36,627,191,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,103,000 | 46 |
| 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 | $4,731,000 | 60 |
| Number of Managed Accounts | $4,329,000 | 51 |
| Number of Non-Managed Accounts | $402,000 | 86 |
| Total fiduciary and related assets | $59,881,571,000 | 26 |
| Managed Assets ($) | $22,350,380,000 | 27 |
| Non-managed Assets ($) | $37,531,191,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,511,000 | 47 |
| 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 | $4,745,000 | 60 |
| Number of Managed Accounts | $4,335,000 | 50 |
| Number of Non-Managed Accounts | $410,000 | 94 |
| Total fiduciary and related assets | $59,700,471,000 | 28 |
| Managed Assets ($) | $23,056,608,000 | 27 |
| Non-managed Assets ($) | $36,643,863,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,982,000 | 45 |
| 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 | $4,763,000 | 58 |
| Number of Managed Accounts | $4,354,000 | 51 |
| Number of Non-Managed Accounts | $409,000 | 89 |
| Total fiduciary and related assets | $56,614,596,000 | 27 |
| Managed Assets ($) | $22,060,617,000 | 27 |
| Non-managed Assets ($) | $34,553,979,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,811,000 | 44 |
| 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 | $4,680,000 | 60 |
| Number of Managed Accounts | $4,261,000 | 54 |
| Number of Non-Managed Accounts | $419,000 | 88 |
| Total fiduciary and related assets | $54,394,691,000 | 28 |
| Managed Assets ($) | $20,925,979,000 | 28 |
| Non-managed Assets ($) | $33,468,712,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,593,000 | 44 |
| 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 | $4,676,000 | 58 |
| Number of Managed Accounts | $4,266,000 | 53 |
| Number of Non-Managed Accounts | $410,000 | 89 |
| Total fiduciary and related assets | $50,694,914,000 | 29 |
| Managed Assets ($) | $19,317,711,000 | 28 |
| Non-managed Assets ($) | $31,377,203,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,454,000 | 45 |
| 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 | $4,672,000 | 62 |
| Number of Managed Accounts | $4,251,000 | 54 |
| Number of Non-Managed Accounts | $421,000 | 98 |
| Total fiduciary and related assets | $47,003,199,000 | 31 |
| Managed Assets ($) | $18,064,308,000 | 30 |
| Non-managed Assets ($) | $28,938,891,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,978,000 | 51 |
| 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 | $4,683,000 | 59 |
| Number of Managed Accounts | $4,263,000 | 54 |
| Number of Non-Managed Accounts | $420,000 | 86 |
| Total fiduciary and related assets | $44,447,258,000 | 31 |
| Managed Assets ($) | $16,488,524,000 | 29 |
| Non-managed Assets ($) | $27,958,734,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,710,000 | 51 |
| 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 | $2,821,000 | 91 |
| Number of Managed Accounts | $2,429,000 | 88 |
| Number of Non-Managed Accounts | $392,000 | 94 |
| Total fiduciary and related assets | $37,524,997,000 | 32 |
| Managed Assets ($) | $13,274,435,000 | 33 |
| Non-managed Assets ($) | $24,250,562,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,397,000 | 55 |
| 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 | $2,832,000 | 90 |
| Number of Managed Accounts | $2,422,000 | 87 |
| Number of Non-Managed Accounts | $410,000 | 90 |
| Total fiduciary and related assets | $36,320,335,000 | 32 |
| Managed Assets ($) | $12,708,006,000 | 32 |
| Non-managed Assets ($) | $23,612,329,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,706,000 | 55 |
| 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 | $2,852,000 | 94 |
| Number of Managed Accounts | $2,441,000 | 89 |
| Number of Non-Managed Accounts | $411,000 | 101 |
| Total fiduciary and related assets | $35,781,025,000 | 33 |
| Managed Assets ($) | $12,688,675,000 | 34 |
| Non-managed Assets ($) | $23,092,350,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,165,000 | 57 |
| 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 | $2,933,000 | 88 |
| Number of Managed Accounts | $2,487,000 | 85 |
| Number of Non-Managed Accounts | $446,000 | 89 |
| Total fiduciary and related assets | $35,952,890,000 | 34 |
| Managed Assets ($) | $12,082,015,000 | 36 |
| Non-managed Assets ($) | $23,870,875,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,247,000 | 58 |
| 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 | $2,980,000 | 88 |
| Number of Managed Accounts | $2,530,000 | 84 |
| Number of Non-Managed Accounts | $450,000 | 92 |
| Total fiduciary and related assets | $35,658,240,000 | 33 |
| Managed Assets ($) | $11,624,535,000 | 35 |
| Non-managed Assets ($) | $24,033,705,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,378,000 | 58 |
| 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 | $2,983,000 | 89 |
| Number of Managed Accounts | $2,527,000 | 82 |
| Number of Non-Managed Accounts | $456,000 | 92 |
| Total fiduciary and related assets | $34,019,068,000 | 33 |
| Managed Assets ($) | $11,197,885,000 | 35 |
| Non-managed Assets ($) | $22,821,183,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,684,000 | 59 |
| 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 | $2,985,000 | 92 |
| Number of Managed Accounts | $2,533,000 | 80 |
| Number of Non-Managed Accounts | $452,000 | 102 |
| Total fiduciary and related assets | $33,338,128,000 | 32 |
| Managed Assets ($) | $10,766,263,000 | 34 |
| Non-managed Assets ($) | $22,571,865,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,926,000 | 57 |
| 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 | $3,079,000 | 85 |
| Number of Managed Accounts | $2,618,000 | 78 |
| Number of Non-Managed Accounts | $461,000 | 94 |
| Total fiduciary and related assets | $33,910,361,000 | 33 |
| Managed Assets ($) | $10,897,737,000 | 35 |
| Non-managed Assets ($) | $23,012,624,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,906,000 | 57 |
| 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 | $3,106,000 | 85 |
| Number of Managed Accounts | $2,645,000 | 75 |
| Number of Non-Managed Accounts | $461,000 | 93 |
| Total fiduciary and related assets | $34,519,928,000 | 32 |
| Managed Assets ($) | $10,923,418,000 | 35 |
| Non-managed Assets ($) | $23,596,510,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,174,000 | 57 |
| 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 | $3,121,000 | 83 |
| Number of Managed Accounts | $2,668,000 | 74 |
| Number of Non-Managed Accounts | $453,000 | 94 |
| Total fiduciary and related assets | $35,498,705,000 | 32 |
| Managed Assets ($) | $11,802,413,000 | 34 |
| Non-managed Assets ($) | $23,696,292,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,761,000 | 58 |
| 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 | $3,159,000 | 84 |
| Number of Managed Accounts | $2,685,000 | 73 |
| Number of Non-Managed Accounts | $474,000 | 99 |
| Total fiduciary and related assets | $36,400,867,000 | 32 |
| Managed Assets ($) | $11,875,795,000 | 35 |
| Non-managed Assets ($) | $24,525,072,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,115,000 | 56 |
| 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 | $2,878,000 | 88 |
| Number of Managed Accounts | $2,405,000 | 83 |
| Number of Non-Managed Accounts | $473,000 | 88 |
| Total fiduciary and related assets | $34,713,131,000 | 33 |
| Managed Assets ($) | $11,603,855,000 | 34 |
| Non-managed Assets ($) | $23,109,276,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,393,000 | 56 |
| 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 | $2,894,000 | 84 |
| Number of Managed Accounts | $2,421,000 | 79 |
| Number of Non-Managed Accounts | $473,000 | 89 |
| Total fiduciary and related assets | $34,885,991,000 | 31 |
| Managed Assets ($) | $11,408,974,000 | 34 |
| Non-managed Assets ($) | $23,477,017,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,228,000 | 56 |
| 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 | $2,914,000 | 81 |
| Number of Managed Accounts | $2,442,000 | 78 |
| Number of Non-Managed Accounts | $472,000 | 90 |
| Total fiduciary and related assets | $34,818,480,000 | 31 |
| Managed Assets ($) | $11,250,127,000 | 34 |
| Non-managed Assets ($) | $23,568,353,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,972,000 | 57 |
| 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 | $2,939,000 | 83 |
| Number of Managed Accounts | $2,470,000 | 75 |
| Number of Non-Managed Accounts | $469,000 | 102 |
| Total fiduciary and related assets | $33,616,361,000 | 31 |
| Managed Assets ($) | $10,407,798,000 | 34 |
| Non-managed Assets ($) | $23,208,563,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,952,000 | 54 |
| 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 | $2,992,000 | 81 |
| Number of Managed Accounts | $2,512,000 | 70 |
| Number of Non-Managed Accounts | $480,000 | 90 |
| Total fiduciary and related assets | $33,834,834,000 | 30 |
| Managed Assets ($) | $10,889,780,000 | 34 |
| Non-managed Assets ($) | $22,945,054,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,255,000 | 54 |
| 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 | $2,996,000 | 81 |
| Number of Managed Accounts | $2,517,000 | 72 |
| Number of Non-Managed Accounts | $479,000 | 90 |
| Total fiduciary and related assets | $34,461,290,000 | 30 |
| Managed Assets ($) | $10,962,067,000 | 35 |
| Non-managed Assets ($) | $23,499,223,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,731,000 | 55 |
| 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 | $3,050,000 | 81 |
| Number of Managed Accounts | $2,542,000 | 72 |
| Number of Non-Managed Accounts | $508,000 | 90 |
| Total fiduciary and related assets | $34,553,353,000 | 31 |
| Managed Assets ($) | $10,733,501,000 | 35 |
| Non-managed Assets ($) | $23,819,852,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,571,000 | 55 |
| 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 | $3,107,000 | 80 |
| Number of Managed Accounts | $2,599,000 | 69 |
| Number of Non-Managed Accounts | $508,000 | 97 |
| Total fiduciary and related assets | $33,389,385,000 | 28 |
| Managed Assets ($) | $10,182,159,000 | 34 |
| Non-managed Assets ($) | $23,207,226,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,085,000 | 57 |
| 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 | $3,081,000 | 80 |
| Number of Managed Accounts | $2,582,000 | 69 |
| Number of Non-Managed Accounts | $499,000 | 93 |
| Total fiduciary and related assets | $32,688,430,000 | 29 |
| Managed Assets ($) | $10,054,778,000 | 35 |
| Non-managed Assets ($) | $22,633,652,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,322,000 | 56 |
| 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 | $3,106,000 | 81 |
| Number of Managed Accounts | $2,606,000 | 70 |
| Number of Non-Managed Accounts | $500,000 | 93 |
| Total fiduciary and related assets | $32,827,186,000 | 28 |
| Managed Assets ($) | $9,929,610,000 | 36 |
| Non-managed Assets ($) | $22,897,576,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,425,000 | 57 |
| 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 | $3,134,000 | 80 |
| Number of Managed Accounts | $2,629,000 | 69 |
| Number of Non-Managed Accounts | $505,000 | 94 |
| Total fiduciary and related assets | $32,827,426,000 | 29 |
| Managed Assets ($) | $9,966,840,000 | 36 |
| Non-managed Assets ($) | $22,860,586,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,495,000 | 58 |
| 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 | $3,149,000 | 81 |
| Number of Managed Accounts | $2,625,000 | 68 |
| Number of Non-Managed Accounts | $524,000 | 100 |
| Total fiduciary and related assets | $32,653,893,000 | 28 |
| Managed Assets ($) | $9,550,012,000 | 35 |
| Non-managed Assets ($) | $23,103,881,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,322,000 | 55 |
| 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 | $3,109,000 | 79 |
| Number of Managed Accounts | $2,612,000 | 68 |
| Number of Non-Managed Accounts | $497,000 | 93 |
| Total fiduciary and related assets | $32,208,865,000 | 27 |
| Managed Assets ($) | $9,222,714,000 | 36 |
| Non-managed Assets ($) | $22,986,151,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,111,000 | 55 |
| 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 | $3,104,000 | 80 |
| Number of Managed Accounts | $2,603,000 | 66 |
| Number of Non-Managed Accounts | $501,000 | 92 |
| Total fiduciary and related assets | $32,950,619,000 | 27 |
| Managed Assets ($) | $9,098,922,000 | 37 |
| Non-managed Assets ($) | $23,851,697,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,925,000 | 55 |
| 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 | $3,120,000 | 81 |
| Number of Managed Accounts | $2,616,000 | 67 |
| Number of Non-Managed Accounts | $504,000 | 96 |
| Total fiduciary and related assets | $32,826,243,000 | 28 |
| Managed Assets ($) | $8,761,460,000 | 38 |
| Non-managed Assets ($) | $24,064,783,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,167,000 | 56 |
| 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 | $3,118,000 | 83 |
| Number of Managed Accounts | $2,612,000 | 66 |
| Number of Non-Managed Accounts | $506,000 | 108 |
| Total fiduciary and related assets | $31,373,445,000 | 28 |
| Managed Assets ($) | $8,611,263,000 | 38 |
| Non-managed Assets ($) | $22,762,182,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,691,000 | 52 |
| 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 | $3,123,000 | 79 |
| Number of Managed Accounts | $2,625,000 | 67 |
| Number of Non-Managed Accounts | $498,000 | 94 |
| Total fiduciary and related assets | $30,748,549,000 | 30 |
| Managed Assets ($) | $8,378,478,000 | 37 |
| Non-managed Assets ($) | $22,370,071,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,750,000 | 51 |
| 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 | $3,138,000 | 79 |
| Number of Managed Accounts | $2,633,000 | 65 |
| Number of Non-Managed Accounts | $505,000 | 93 |
| Total fiduciary and related assets | $30,569,679,000 | 30 |
| Managed Assets ($) | $8,418,564,000 | 37 |
| Non-managed Assets ($) | $22,151,115,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,088,000 | 50 |
| 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 | $3,152,000 | 79 |
| Number of Managed Accounts | $2,639,000 | 64 |
| Number of Non-Managed Accounts | $513,000 | 96 |
| Total fiduciary and related assets | $30,058,043,000 | 30 |
| Managed Assets ($) | $8,596,676,000 | 37 |
| Non-managed Assets ($) | $21,461,367,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,159,000 | 54 |
| 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 | $3,144,000 | 79 |
| Number of Managed Accounts | $2,637,000 | 61 |
| Number of Non-Managed Accounts | $507,000 | 107 |
| Total fiduciary and related assets | $28,413,077,000 | 30 |
| Managed Assets ($) | $8,383,235,000 | 37 |
| Non-managed Assets ($) | $20,029,842,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,718,000 | 50 |
| 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 | $3,158,000 | 76 |
| Number of Managed Accounts | $2,641,000 | 60 |
| Number of Non-Managed Accounts | $517,000 | 89 |
| Total fiduciary and related assets | $28,669,598,000 | 28 |
| Managed Assets ($) | $8,340,722,000 | 35 |
| Non-managed Assets ($) | $20,328,876,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,009,000 | 48 |
| 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 | $3,214,000 | 75 |
| Number of Managed Accounts | $2,670,000 | 59 |
| Number of Non-Managed Accounts | $544,000 | 88 |
| Total fiduciary and related assets | $28,675,480,000 | 29 |
| Managed Assets ($) | $8,229,952,000 | 35 |
| Non-managed Assets ($) | $20,445,528,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,450,000 | 49 |
| 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 | $3,254,000 | 76 |
| Number of Managed Accounts | $2,707,000 | 58 |
| Number of Non-Managed Accounts | $547,000 | 88 |
| Total fiduciary and related assets | $27,946,639,000 | 30 |
| Managed Assets ($) | $8,037,076,000 | 36 |
| Non-managed Assets ($) | $19,909,563,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,603,000 | 46 |
| 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 | $3,306,000 | 78 |
| Number of Managed Accounts | $2,748,000 | 58 |
| Number of Non-Managed Accounts | $558,000 | 101 |
| Total fiduciary and related assets | $25,971,275,000 | 30 |
| Managed Assets ($) | $7,762,625,000 | 36 |
| Non-managed Assets ($) | $18,208,650,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,095,000 | 41 |
| 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 | $3,395,000 | 76 |
| Number of Managed Accounts | $2,819,000 | 59 |
| Number of Non-Managed Accounts | $576,000 | 86 |
| Total fiduciary and related assets | $25,929,541,000 | 30 |
| Managed Assets ($) | $7,692,000,000 | 38 |
| Non-managed Assets ($) | $18,237,541,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,540,000 | 42 |
| 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 | $3,463,000 | 75 |
| Number of Managed Accounts | $2,879,000 | 59 |
| Number of Non-Managed Accounts | $584,000 | 90 |
| Total fiduciary and related assets | $25,731,212,000 | 32 |
| Managed Assets ($) | $7,475,293,000 | 41 |
| Non-managed Assets ($) | $18,255,919,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,552,000 | 41 |
| 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 | $3,499,000 | 75 |
| Number of Managed Accounts | $2,921,000 | 57 |
| Number of Non-Managed Accounts | $578,000 | 90 |
| Total fiduciary and related assets | $25,015,530,000 | 33 |
| Managed Assets ($) | $7,436,154,000 | 43 |
| Non-managed Assets ($) | $17,579,376,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,266,000 | 41 |
| 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 | $3,546,000 | 77 |
| Number of Managed Accounts | $2,934,000 | 55 |
| Number of Non-Managed Accounts | $612,000 | 101 |
| Total fiduciary and related assets | $23,121,632,000 | 34 |
| Managed Assets ($) | $7,101,321,000 | 43 |
| Non-managed Assets ($) | $16,020,311,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,950,000 | 43 |
| 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 | $3,582,000 | 73 |
| Number of Managed Accounts | $2,962,000 | 53 |
| Number of Non-Managed Accounts | $620,000 | 89 |
| Total fiduciary and related assets | $21,818,558,000 | 34 |
| Managed Assets ($) | $6,903,424,000 | 42 |
| Non-managed Assets ($) | $14,915,134,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,993,000 | 41 |
| 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 | $3,645,000 | 72 |
| Number of Managed Accounts | $3,014,000 | 52 |
| Number of Non-Managed Accounts | $631,000 | 89 |
| Total fiduciary and related assets | $21,216,945,000 | 33 |
| Managed Assets ($) | $6,506,423,000 | 42 |
| Non-managed Assets ($) | $14,710,522,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,339,000 | 40 |
| 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 | $3,701,000 | 73 |
| Number of Managed Accounts | $3,075,000 | 51 |
| Number of Non-Managed Accounts | $626,000 | 91 |
| Total fiduciary and related assets | $20,741,733,000 | 34 |
| Managed Assets ($) | $6,327,509,000 | 40 |
| Non-managed Assets ($) | $14,414,224,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,413,000 | 40 |
| 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 | $3,800,000 | 78 |
| Number of Managed Accounts | $3,150,000 | 55 |
| Number of Non-Managed Accounts | $650,000 | 103 |
| Total fiduciary and related assets | $19,867,473,000 | 35 |
| Managed Assets ($) | $6,157,305,000 | 43 |
| Non-managed Assets ($) | $13,710,168,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,251,000 | 45 |
| 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 | $3,811,000 | 74 |
| Number of Managed Accounts | $3,174,000 | 53 |
| Number of Non-Managed Accounts | $637,000 | 93 |
| Total fiduciary and related assets | $19,071,493,000 | 37 |
| Managed Assets ($) | $5,868,230,000 | 46 |
| Non-managed Assets ($) | $13,203,263,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,358,000 | 46 |
| 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 | $3,905,000 | 76 |
| Number of Managed Accounts | $3,263,000 | 55 |
| Number of Non-Managed Accounts | $642,000 | 91 |
| Total fiduciary and related assets | $19,482,416,000 | 35 |
| Managed Assets ($) | $5,547,990,000 | 48 |
| Non-managed Assets ($) | $13,934,426,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,772,000 | 47 |
| 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 | $4,014,000 | 71 |
| Number of Managed Accounts | $3,362,000 | 53 |
| Number of Non-Managed Accounts | $652,000 | 89 |
| Total fiduciary and related assets | $17,280,659,000 | 36 |
| Managed Assets ($) | $5,022,157,000 | 48 |
| Non-managed Assets ($) | $12,258,502,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,051,000 | 47 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,058,000 | 77 |
| Number of Managed Accounts | $3,403,000 | 54 |
| Number of Non-Managed Accounts | $655,000 | 111 |
| Total fiduciary and related assets | $18,762,208,000 | 37 |
| Managed Assets ($) | $4,927,418,000 | 48 |
| Non-managed Assets ($) | $13,834,790,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,994,000 | 48 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,140,000 | 71 |
| Number of Managed Accounts | $3,478,000 | 54 |
| Number of Non-Managed Accounts | $662,000 | 96 |
| Total fiduciary and related assets | $20,003,116,000 | 39 |
| Managed Assets ($) | $4,815,965,000 | 52 |
| Non-managed Assets ($) | $15,187,151,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,973,000 | 50 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,223,000 | 71 |
| Number of Managed Accounts | $3,555,000 | 53 |
| Number of Non-Managed Accounts | $668,000 | 94 |
| Total fiduciary and related assets | $20,988,662,000 | 41 |
| Managed Assets ($) | $4,965,529,000 | 55 |
| Non-managed Assets ($) | $16,023,133,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,628,000 | 51 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,357,000 | 70 |
| Number of Managed Accounts | $3,680,000 | 52 |
| Number of Non-Managed Accounts | $677,000 | 92 |
| Total fiduciary and related assets | $21,017,660,000 | 39 |
| Managed Assets ($) | $5,019,777,000 | 53 |
| Non-managed Assets ($) | $15,997,883,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,199,000 | 51 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,434,000 | 71 |
| Number of Managed Accounts | $3,757,000 | 51 |
| Number of Non-Managed Accounts | $677,000 | 105 |
| Total fiduciary and related assets | $26,662,990,000 | 36 |
| Managed Assets ($) | $4,956,325,000 | 54 |
| Non-managed Assets ($) | $21,706,665,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,716,000 | 51 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,480,000 | 67 |
| Number of Managed Accounts | $3,810,000 | 48 |
| Number of Non-Managed Accounts | $670,000 | 89 |
| Total fiduciary and related assets | $25,278,396,000 | 37 |
| Managed Assets ($) | $5,562,571,000 | 52 |
| Non-managed Assets ($) | $19,715,825,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,081,000 | 51 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,541,000 | 68 |
| Number of Managed Accounts | $3,864,000 | 49 |
| Number of Non-Managed Accounts | $677,000 | 91 |
| Total fiduciary and related assets | $22,317,025,000 | 40 |
| Managed Assets ($) | $5,682,369,000 | 52 |
| Non-managed Assets ($) | $16,634,656,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,988,000 | 53 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,463,000 | 66 |
| Number of Managed Accounts | $3,865,000 | 47 |
| Number of Non-Managed Accounts | $598,000 | 94 |
| Total fiduciary and related assets | $22,061,333,000 | 40 |
| Managed Assets ($) | $5,509,533,000 | 52 |
| Non-managed Assets ($) | $16,551,800,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,312,000 | 54 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,598,000 | 67 |
| Number of Managed Accounts | $3,910,000 | 47 |
| Number of Non-Managed Accounts | $688,000 | 104 |
| Total fiduciary and related assets | $16,604,481,000 | 46 |
| Managed Assets ($) | $5,285,518,000 | 52 |
| Non-managed Assets ($) | $11,318,963,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,017,000 | 54 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,701,000 | 68 |
| Number of Managed Accounts | $4,009,000 | 50 |
| Number of Non-Managed Accounts | $692,000 | 92 |
| Total fiduciary and related assets | $16,383,576,000 | 47 |
| Managed Assets ($) | $4,783,837,000 | 59 |
| Non-managed Assets ($) | $11,599,739,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,472,000 | 59 |
| 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 | $4,775,000 | 69 |
| Number of Managed Accounts | $4,073,000 | 49 |
| Number of Non-Managed Accounts | $702,000 | 92 |
| Total fiduciary and related assets | $15,186,640,000 | 47 |
| Managed Assets ($) | $4,655,591,000 | 63 |
| Non-managed Assets ($) | $10,531,049,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,255,000 | 60 |
| 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 | $4,892,000 | 66 |
| Number of Managed Accounts | $4,125,000 | 51 |
| Number of Non-Managed Accounts | $767,000 | 89 |
| Total fiduciary and related assets | $15,751,810,000 | 47 |
| Managed Assets ($) | $5,610,106,000 | 56 |
| Non-managed Assets ($) | $10,141,704,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,643,000 | 58 |
| 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 | $5,051,000 | 66 |
| Number of Managed Accounts | $4,243,000 | 52 |
| Number of Non-Managed Accounts | $808,000 | 100 |
| Total fiduciary and related assets | $16,423,801,000 | 47 |
| Managed Assets ($) | $5,954,298,000 | 54 |
| Non-managed Assets ($) | $10,469,503,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,378,000 | 58 |
| 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 | $5,303,000 | 60 |
| Number of Managed Accounts | $4,444,000 | 47 |
| Number of Non-Managed Accounts | $859,000 | 80 |
| Total fiduciary and related assets | $16,300,732,000 | 46 |
| Managed Assets ($) | $5,950,132,000 | 57 |
| Non-managed Assets ($) | $10,350,600,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,820,000 | 58 |
| 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 | $5,411,000 | 57 |
| Number of Managed Accounts | $4,550,000 | 45 |
| Number of Non-Managed Accounts | $861,000 | 80 |
| Total fiduciary and related assets | $16,362,294,000 | 44 |
| Managed Assets ($) | $6,064,619,000 | 54 |
| Non-managed Assets ($) | $10,297,675,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,686,000 | 60 |
| 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 | $5,477,000 | 58 |
| Number of Managed Accounts | $4,559,000 | 47 |
| Number of Non-Managed Accounts | $918,000 | 85 |
| Total fiduciary and related assets | $15,979,807,000 | 46 |
| Managed Assets ($) | $5,814,832,000 | 56 |
| Non-managed Assets ($) | $10,164,975,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,273,000 | 60 |
| 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 | $5,540,000 | 65 |
| Number of Managed Accounts | $4,594,000 | 50 |
| Number of Non-Managed Accounts | $946,000 | 97 |
| Total fiduciary and related assets | $15,621,002,000 | 46 |
| Managed Assets ($) | $6,126,238,000 | 57 |
| Non-managed Assets ($) | $9,494,764,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,019,000 | 58 |
| 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 | $5,619,000 | 58 |
| Number of Managed Accounts | $4,671,000 | 48 |
| Number of Non-Managed Accounts | $948,000 | 88 |
| Total fiduciary and related assets | $14,886,678,000 | 47 |
| Managed Assets ($) | $6,600,387,000 | 52 |
| Non-managed Assets ($) | $8,286,291,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,968,000 | 58 |
| 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 | $5,541,000 | 60 |
| Number of Managed Accounts | $4,622,000 | 47 |
| Number of Non-Managed Accounts | $919,000 | 93 |
| Total fiduciary and related assets | $15,810,044,000 | 47 |
| Managed Assets ($) | $6,894,372,000 | 52 |
| Non-managed Assets ($) | $8,915,672,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,170,000 | 58 |
| 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 | $5,506,000 | 62 |
| Number of Managed Accounts | $4,553,000 | 48 |
| Number of Non-Managed Accounts | $953,000 | 90 |
| Total fiduciary and related assets | $15,542,333,000 | 46 |
| Managed Assets ($) | $7,147,555,000 | 50 |
| Non-managed Assets ($) | $8,394,778,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,951,000 | 58 |
| 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 | $5,488,000 | 67 |
| Number of Managed Accounts | $4,547,000 | 51 |
| Number of Non-Managed Accounts | $941,000 | 103 |
| Total fiduciary and related assets | $16,172,825,000 | 49 |
| Managed Assets ($) | $7,666,104,000 | 48 |
| Non-managed Assets ($) | $8,506,721,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,925,000 | 55 |
| 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 | $5,000,000 | 70 |
| Number of Managed Accounts | $4,256,000 | 52 |
| Number of Non-Managed Accounts | $744,000 | 105 |
| Total fiduciary and related assets | $15,342,495,000 | 47 |
| Managed Assets ($) | $7,064,111,000 | 47 |
| Non-managed Assets ($) | $8,278,384,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,169,000 | 55 |
| 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 | $5,199,000 | 72 |
| Number of Managed Accounts | $4,401,000 | 52 |
| Number of Non-Managed Accounts | $798,000 | 104 |
| Total fiduciary and related assets | $16,028,743,000 | 47 |
| Managed Assets ($) | $7,416,411,000 | 47 |
| Non-managed Assets ($) | $8,612,332,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,236,000 | 55 |
| 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 | $5,310,000 | 72 |
| Number of Managed Accounts | $4,545,000 | 52 |
| Number of Non-Managed Accounts | $765,000 | 106 |
| Total fiduciary and related assets | $15,768,106,000 | 46 |
| Managed Assets ($) | $7,192,816,000 | 49 |
| Non-managed Assets ($) | $8,575,290,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,889,000 | 55 |
| 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 | $5,372,000 | 75 |
| Number of Managed Accounts | $4,600,000 | 54 |
| Number of Non-Managed Accounts | $772,000 | 117 |
| Total fiduciary and related assets | $14,992,899,000 | 47 |
| Managed Assets ($) | $7,200,954,000 | 48 |
| Non-managed Assets ($) | $7,791,945,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,489,000 | 58 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,023,000 | 71 |
| Number of Managed Accounts | $4,207,000 | 51 |
| Number of Non-Managed Accounts | $816,000 | 109 |
| Total fiduciary and related assets | $11,365,181,000 | 60 |
| Managed Assets ($) | $6,349,526,000 | 54 |
| Non-managed Assets ($) | $5,015,655,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,253,000 | 60 |
| 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 | $38,735,000 | 60 |
| 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 | $35,595,000 | 68 |
| 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 | $31,530,000 | 77 |
| 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 | $29,638,000 | 75 |
| 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 | $28,301,000 | 75 |
| 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 | $27,763,000 | 77 |
| 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 | $23,185,000 | 90 |
| 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 | $20,735,000 | 98 |
| 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 | $18,479,000 | 99 |