Home > Mizuho Trust & Banking Co. USA > Fiduciary and Related Services
Mizuho Trust & Banking Co. USA, Fiduciary and Related Services
| 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 | $138,000 | 389 |
| Number of Managed Accounts | $1,000 | 388 |
| Number of Non-Managed Accounts | $137,000 | 172 |
| Total fiduciary and related assets | $11,002,945,000 | 55 |
| Managed Assets ($) | $1,673,000 | 388 |
| Non-managed Assets ($) | $11,001,272,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,935,000 | 49 |
| 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 | $135,000 | 391 |
| Number of Managed Accounts | $1,000 | 390 |
| Number of Non-Managed Accounts | $134,000 | 173 |
| Total fiduciary and related assets | $10,602,923,000 | 55 |
| Managed Assets ($) | $1,674,000 | 390 |
| Non-managed Assets ($) | $10,601,249,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,330,000 | 49 |
| 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 | $98,000 | 399 |
| Number of Managed Accounts | $1,000 | 393 |
| Number of Non-Managed Accounts | $97,000 | 196 |
| Total fiduciary and related assets | $10,069,038,000 | 55 |
| Managed Assets ($) | $1,675,000 | 393 |
| Non-managed Assets ($) | $10,067,363,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,920,000 | 49 |
| 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 | $71,000 | 779 |
| Number of Managed Accounts | $1,000 | 1,137 |
| Number of Non-Managed Accounts | $70,000 | 349 |
| Total fiduciary and related assets | $9,402,525,000 | 55 |
| Managed Assets ($) | $1,690,000 | 1,027 |
| Non-managed Assets ($) | $9,400,835,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,434,000 | 49 |
| 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 | $74,000 | 407 |
| Number of Managed Accounts | $1,000 | 399 |
| Number of Non-Managed Accounts | $73,000 | 229 |
| Total fiduciary and related assets | $9,607,520,000 | 55 |
| Managed Assets ($) | $1,724,000 | 399 |
| Non-managed Assets ($) | $9,605,796,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,229,000 | 49 |
| 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 | $75,000 | 409 |
| Number of Managed Accounts | $1,000 | 403 |
| Number of Non-Managed Accounts | $74,000 | 227 |
| Total fiduciary and related assets | $9,188,245,000 | 56 |
| Managed Assets ($) | $1,724,000 | 403 |
| Non-managed Assets ($) | $9,186,521,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,153,000 | 50 |
| 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 | $74,000 | 410 |
| Number of Managed Accounts | $1,000 | 403 |
| Number of Non-Managed Accounts | $73,000 | 227 |
| Total fiduciary and related assets | $9,102,354,000 | 56 |
| Managed Assets ($) | $1,738,000 | 404 |
| Non-managed Assets ($) | $9,100,616,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,403,000 | 49 |
| 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 | $68,000 | 806 |
| Number of Managed Accounts | $1,000 | 1,160 |
| Number of Non-Managed Accounts | $67,000 | 367 |
| Total fiduciary and related assets | $8,589,959,000 | 57 |
| Managed Assets ($) | $1,716,000 | 1,046 |
| Non-managed Assets ($) | $8,588,243,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,848,000 | 52 |
| 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 | $80,000 | 402 |
| Number of Managed Accounts | $1,000 | 398 |
| Number of Non-Managed Accounts | $79,000 | 216 |
| Total fiduciary and related assets | $8,950,435,000 | 55 |
| Managed Assets ($) | $1,747,000 | 398 |
| Non-managed Assets ($) | $8,948,688,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,476,000 | 52 |
| 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 | $79,000 | 407 |
| Number of Managed Accounts | $1,000 | 402 |
| Number of Non-Managed Accounts | $78,000 | 216 |
| Total fiduciary and related assets | $9,590,594,000 | 56 |
| Managed Assets ($) | $1,734,000 | 402 |
| Non-managed Assets ($) | $9,588,860,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,939,000 | 53 |
| 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 | $78,000 | 407 |
| Number of Managed Accounts | $1,000 | 400 |
| Number of Non-Managed Accounts | $77,000 | 222 |
| Total fiduciary and related assets | $10,160,370,000 | 56 |
| Managed Assets ($) | $1,757,000 | 400 |
| Non-managed Assets ($) | $10,158,613,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,402,000 | 53 |
| 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 | $77,000 | 802 |
| Number of Managed Accounts | $1,000 | 1,207 |
| Number of Non-Managed Accounts | $76,000 | 350 |
| Total fiduciary and related assets | $10,217,159,000 | 56 |
| Managed Assets ($) | $1,746,000 | 1,082 |
| Non-managed Assets ($) | $10,215,413,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,971,000 | 50 |
| 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 | $87,000 | 406 |
| Number of Managed Accounts | $1,000 | 399 |
| Number of Non-Managed Accounts | $86,000 | 214 |
| Total fiduciary and related assets | $11,034,212,000 | 51 |
| Managed Assets ($) | $1,751,000 | 399 |
| Non-managed Assets ($) | $11,032,461,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,160,000 | 51 |
| 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 | $1,000 | 414 |
| Number of Managed Accounts | $1,000 | 400 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $1,749,000 | 415 |
| Managed Assets ($) | $1,749,000 | 401 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,398,000 | 51 |
| 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 | $1,000 | 421 |
| Number of Managed Accounts | $1,000 | 408 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $1,764,000 | 419 |
| Managed Assets ($) | $1,764,000 | 407 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,194,000 | 51 |
| 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 | $1,000 | 1,337 |
| Number of Managed Accounts | $1,000 | 1,244 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $1,757,000 | 1,176 |
| Managed Assets ($) | $1,757,000 | 1,109 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,361,000 | 49 |
| 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 | $1,000 | 402 |
| Number of Managed Accounts | $1,000 | 388 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $1,781,000 | 400 |
| Managed Assets ($) | $1,781,000 | 386 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,959,000 | 49 |
| 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 | $1,000 | 406 |
| Number of Managed Accounts | $1,000 | 392 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $1,783,000 | 402 |
| Managed Assets ($) | $1,783,000 | 388 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,232,000 | 49 |
| 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 | $1,000 | 409 |
| Number of Managed Accounts | $1,000 | 395 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $1,809,000 | 405 |
| Managed Assets ($) | $1,809,000 | 391 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,343,000 | 47 |
| 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 | $1,000 | 1,370 |
| Number of Managed Accounts | $1,000 | 1,271 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $1,804,000 | 1,194 |
| Managed Assets ($) | $1,804,000 | 1,134 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,783,000 | 48 |
| 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 | $1,000 | 388 |
| Number of Managed Accounts | $1,000 | 374 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $1,826,000 | 384 |
| Managed Assets ($) | $1,826,000 | 370 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,899,000 | 50 |
| 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 | $1,000 | 390 |
| Number of Managed Accounts | $1,000 | 376 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $1,890,000 | 385 |
| Managed Assets ($) | $1,890,000 | 371 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,303,000 | 50 |
| 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 | $1,000 | 392 |
| Number of Managed Accounts | $1,000 | 376 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $1,817,000 | 388 |
| Managed Assets ($) | $1,817,000 | 371 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,068,000 | 49 |
| 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 | $1,000 | 1,420 |
| Number of Managed Accounts | $1,000 | 1,316 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $1,843,000 | 1,215 |
| Managed Assets ($) | $1,843,000 | 1,149 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,979,000 | 45 |
| 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 | $1,000 | 413 |
| Number of Managed Accounts | $1,000 | 392 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $1,843,000 | 406 |
| Managed Assets ($) | $1,843,000 | 385 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,376,000 | 47 |
| 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 | $1,000 | 419 |
| Number of Managed Accounts | $1,000 | 398 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $1,782,000 | 412 |
| Managed Assets ($) | $1,782,000 | 392 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,349,000 | 51 |
| 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 | $1,000 | 424 |
| Number of Managed Accounts | $1,000 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $1,773,000 | 417 |
| Managed Assets ($) | $1,773,000 | 398 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,877,000 | 48 |
| 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 | $1,000 | 1,488 |
| Number of Managed Accounts | $1,000 | 1,375 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $1,764,000 | 1,281 |
| Managed Assets ($) | $1,764,000 | 1,211 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,784,000 | 51 |
| 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 | $1,000 | 409 |
| Number of Managed Accounts | $1,000 | 390 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $1,836,000 | 403 |
| Managed Assets ($) | $1,836,000 | 382 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,559,000 | 53 |
| 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 | $1,000 | 411 |
| Number of Managed Accounts | $1,000 | 390 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $1,781,000 | 405 |
| Managed Assets ($) | $1,781,000 | 384 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,812,000 | 52 |
| 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 | $1,000 | 418 |
| Number of Managed Accounts | $1,000 | 394 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $1,759,000 | 412 |
| Managed Assets ($) | $1,759,000 | 389 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,695,000 | 50 |
| 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 | $1,000 | 1,537 |
| Number of Managed Accounts | $1,000 | 1,419 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $1,728,000 | 1,316 |
| Managed Assets ($) | $1,728,000 | 1,245 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,240,000 | 57 |
| 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 | $1,000 | 407 |
| Number of Managed Accounts | $1,000 | 384 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $1,787,000 | 402 |
| Managed Assets ($) | $1,787,000 | 380 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,620,000 | 58 |
| 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 | $1,000 | 414 |
| Number of Managed Accounts | $1,000 | 390 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $1,746,000 | 409 |
| Managed Assets ($) | $1,746,000 | 387 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,318,000 | 59 |
| 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 | $1,000 | 416 |
| Number of Managed Accounts | $1,000 | 391 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $1,798,000 | 411 |
| Managed Assets ($) | $1,798,000 | 387 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,109,000 | 58 |
| 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 | $1,000 | 1,574 |
| Number of Managed Accounts | $1,000 | 1,456 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $1,780,000 | 1,336 |
| Managed Assets ($) | $1,780,000 | 1,263 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,063,000 | 51 |
| 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 | $1,000 | 440 |
| Number of Managed Accounts | $1,000 | 415 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $1,782,000 | 435 |
| Managed Assets ($) | $1,782,000 | 414 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,702,000 | 53 |
| 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 | $1,000 | 449 |
| Number of Managed Accounts | $1,000 | 421 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $1,740,000 | 444 |
| Managed Assets ($) | $1,740,000 | 419 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,531,000 | 54 |
| 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 | $1,000 | 459 |
| Number of Managed Accounts | $1,000 | 430 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $1,819,000 | 451 |
| Managed Assets ($) | $1,819,000 | 424 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,350,000 | 49 |
| 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 | $1,000 | 1,642 |
| Number of Managed Accounts | $1,000 | 1,519 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $1,739,000 | 1,402 |
| Managed Assets ($) | $1,739,000 | 1,320 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,500,000 | 55 |
| 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 | $1,000 | 442 |
| Number of Managed Accounts | $1,000 | 418 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $1,742,000 | 435 |
| Managed Assets ($) | $1,742,000 | 412 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,986,000 | 54 |
| 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 | $1,000 | 448 |
| Number of Managed Accounts | $1,000 | 425 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $1,668,000 | 441 |
| Managed Assets ($) | $1,668,000 | 418 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,830,000 | 58 |
| 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 | $1,000 | 449 |
| Number of Managed Accounts | $1,000 | 425 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $1,721,000 | 442 |
| Managed Assets ($) | $1,721,000 | 420 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,878,000 | 58 |
| 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 | $1,000 | 1,685 |
| Number of Managed Accounts | $1,000 | 1,557 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $1,678,000 | 1,428 |
| Managed Assets ($) | $1,678,000 | 1,341 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,958,000 | 57 |
| 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 | $1,000 | 431 |
| Number of Managed Accounts | $1,000 | 406 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $1,720,000 | 424 |
| Managed Assets ($) | $1,720,000 | 401 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,109,000 | 62 |
| 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 | $1,000 | 434 |
| Number of Managed Accounts | $1,000 | 410 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $1,672,000 | 428 |
| Managed Assets ($) | $1,672,000 | 406 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,508,000 | 65 |
| 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 | $1,000 | 454 |
| Number of Managed Accounts | $1,000 | 430 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $1,699,000 | 447 |
| Managed Assets ($) | $1,699,000 | 423 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,985,000 | 61 |
| 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 | $1,000 | 1,727 |
| Number of Managed Accounts | $1,000 | 1,605 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $1,695,000 | 1,465 |
| Managed Assets ($) | $1,695,000 | 1,377 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,500,000 | 63 |
| 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 | $1,000 | 440 |
| Number of Managed Accounts | $1,000 | 418 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $1,715,000 | 434 |
| Managed Assets ($) | $1,715,000 | 414 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,052,000 | 63 |
| 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 | $1,000 | 456 |
| Number of Managed Accounts | $1,000 | 430 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $1,720,000 | 450 |
| Managed Assets ($) | $1,720,000 | 425 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,714,000 | 62 |
| 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 | $1,000 | 461 |
| Number of Managed Accounts | $1,000 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $1,722,000 | 452 |
| Managed Assets ($) | $1,722,000 | 427 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,441,000 | 64 |
| 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 | $1,000 | 1,751 |
| Number of Managed Accounts | $1,000 | 1,621 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $1,735,000 | 1,484 |
| Managed Assets ($) | $1,735,000 | 1,393 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,905,000 | 65 |
| 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 | $1,000 | 451 |
| Number of Managed Accounts | $1,000 | 420 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $1,788,000 | 442 |
| Managed Assets ($) | $1,788,000 | 414 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,488,000 | 66 |
| 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 | $1,000 | 459 |
| Number of Managed Accounts | $1,000 | 425 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $1,762,000 | 448 |
| Managed Assets ($) | $1,762,000 | 420 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,754,000 | 68 |
| 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 | $1,000 | 469 |
| Number of Managed Accounts | $1,000 | 433 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $1,828,000 | 458 |
| Managed Assets ($) | $1,828,000 | 428 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,855,000 | 67 |
| 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 | $1,000 | 1,807 |
| Number of Managed Accounts | $1,000 | 1,677 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $1,803,000 | 1,521 |
| Managed Assets ($) | $1,803,000 | 1,423 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,795,000 | 68 |
| 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 | $1,000 | 470 |
| Number of Managed Accounts | $1,000 | 439 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $1,825,000 | 461 |
| Managed Assets ($) | $1,825,000 | 432 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,205,000 | 69 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,253,000 | 70 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,872,000 | 76 |
| 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 | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,548,000 | 81 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000 | 1,808 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $1,000 | 1,287 |
| Total fiduciary and related assets | $1,201,000 | 1,588 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $1,201,000 | 1,031 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,858,000 | 87 |
| 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 | $3,582,000 | 206 |
| 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 | $3,648,000 | 237 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $4,120,000 | 214 |
| 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 | $7,244,000 | 166 |
| 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 | $6,532,000 | 189 |
| 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 | $7,061,000 | 194 |
| 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 | $5,916,000 | 207 |
| 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 | $6,290,000 | 198 |
| 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 | $5,476,000 | 207 |