Home > Trust Company of America > Fiduciary and Related Services
Trust Company of America, Fiduciary and Related Services
| 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 | $149,333,000 | 8 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $149,333,000 | 5 |
| Total fiduciary and related assets | $18,341,172,000 | 43 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $18,341,172,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,881,000 | 51 |
| 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 | $148,953,000 | 8 |
| Number of Managed Accounts | $0 | 1,139 |
| Number of Non-Managed Accounts | $148,953,000 | 5 |
| Total fiduciary and related assets | $18,081,564,000 | 43 |
| Managed Assets ($) | $0 | 1,139 |
| Non-managed Assets ($) | $18,081,564,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,213,000 | 54 |
| 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 | $144,316,000 | 9 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $144,316,000 | 5 |
| Total fiduciary and related assets | $17,102,361,000 | 44 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $17,102,361,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,213,000 | 54 |
| 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 | $145,085,000 | 9 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $145,085,000 | 5 |
| Total fiduciary and related assets | $16,363,218,000 | 44 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $16,363,218,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,700,000 | 55 |
| 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 | $141,843,000 | 9 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $141,843,000 | 5 |
| Total fiduciary and related assets | $15,909,347,000 | 44 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $15,909,347,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,479,000 | 55 |
| 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 | $135,937,000 | 8 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $135,937,000 | 5 |
| Total fiduciary and related assets | $15,008,338,000 | 44 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $15,008,338,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,818,000 | 58 |
| 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 | $131,060,000 | 9 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $131,060,000 | 5 |
| Total fiduciary and related assets | $14,181,396,000 | 45 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $14,181,396,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,179,000 | 58 |
| 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 | $126,576,000 | 9 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $126,576,000 | 5 |
| Total fiduciary and related assets | $13,331,597,000 | 47 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $13,331,597,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,993,000 | 59 |
| 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 | $128,228,000 | 8 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $128,228,000 | 5 |
| Total fiduciary and related assets | $12,686,266,000 | 47 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $12,686,266,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,243,000 | 58 |
| 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 | $128,674,000 | 8 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $128,674,000 | 5 |
| Total fiduciary and related assets | $13,490,614,000 | 46 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $13,490,614,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,937,000 | 60 |
| 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 | $131,225,000 | 8 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $131,225,000 | 5 |
| Total fiduciary and related assets | $13,362,338,000 | 45 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $13,362,338,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,219,000 | 60 |
| 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 | $131,980,000 | 8 |
| Number of Managed Accounts | $131,980,000 | 3 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $14,178,399,000 | 46 |
| Managed Assets ($) | $14,178,399,000 | 29 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,446,000 | 61 |
| 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 | $132,474,000 | 8 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $132,474,000 | 5 |
| Total fiduciary and related assets | $14,380,722,000 | 46 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $14,380,722,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,548,000 | 63 |
| 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 | $130,803,000 | 8 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $130,803,000 | 5 |
| Total fiduciary and related assets | $14,197,847,000 | 45 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $14,197,847,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,894,000 | 64 |
| 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 | $129,147,000 | 9 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $129,147,000 | 5 |
| Total fiduciary and related assets | $13,944,582,000 | 45 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $13,944,582,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,770,000 | 64 |
| 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 | $126,951,000 | 9 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $126,951,000 | 5 |
| Total fiduciary and related assets | $14,054,673,000 | 45 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $14,054,673,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,783,000 | 65 |
| 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 | $125,059,000 | 10 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $125,059,000 | 6 |
| Total fiduciary and related assets | $13,543,090,000 | 46 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $13,543,090,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,556,000 | 67 |
| 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 | $122,122,000 | 10 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $122,122,000 | 6 |
| Total fiduciary and related assets | $13,229,127,000 | 47 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $13,229,127,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,945,000 | 67 |
| 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 | $121,036,000 | 10 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $121,036,000 | 6 |
| Total fiduciary and related assets | $12,528,623,000 | 48 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $12,528,623,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,573,000 | 68 |
| 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 | $121,304,000 | 10 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $121,304,000 | 6 |
| Total fiduciary and related assets | $12,025,795,000 | 47 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $12,025,795,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,423,000 | 69 |
| 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 | $119,143,000 | 10 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $119,143,000 | 7 |
| Total fiduciary and related assets | $12,008,278,000 | 48 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $12,008,278,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,545,000 | 71 |
| 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 | $117,710,000 | 10 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $117,710,000 | 7 |
| Total fiduciary and related assets | $11,445,390,000 | 48 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $11,445,390,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,072,000 | 69 |
| 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 | $116,935,000 | 9 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $116,935,000 | 7 |
| Total fiduciary and related assets | $11,234,784,000 | 49 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $11,234,784,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,606,000 | 69 |
| 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 | $116,036,000 | 9 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $116,036,000 | 7 |
| Total fiduciary and related assets | $10,837,562,000 | 49 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $10,837,562,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,151,000 | 68 |
| 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 | $114,996,000 | 9 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $114,996,000 | 7 |
| Total fiduciary and related assets | $11,082,617,000 | 49 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $11,082,617,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,512,000 | 70 |
| 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 | $114,110,000 | 8 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $114,110,000 | 6 |
| Total fiduciary and related assets | $10,474,841,000 | 48 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $10,474,841,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,011,000 | 58 |
| 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 | $112,947,000 | 8 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $112,947,000 | 6 |
| Total fiduciary and related assets | $10,211,213,000 | 48 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $10,211,213,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,562,000 | 59 |
| 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 | $112,559,000 | 8 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $112,559,000 | 6 |
| Total fiduciary and related assets | $11,092,105,000 | 50 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $11,092,105,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,164,000 | 60 |
| 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 | $110,091,000 | 8 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $110,091,000 | 6 |
| Total fiduciary and related assets | $10,994,522,000 | 50 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $10,994,522,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,462,000 | 60 |
| 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 | $106,713,000 | 8 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $106,713,000 | 6 |
| Total fiduciary and related assets | $10,534,616,000 | 51 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $10,534,616,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,789,000 | 61 |
| 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 | $103,507,000 | 8 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $103,507,000 | 6 |
| Total fiduciary and related assets | $9,815,765,000 | 51 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $9,815,765,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,476,000 | 61 |
| 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 | $100,981,000 | 8 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $100,981,000 | 6 |
| Total fiduciary and related assets | $9,142,373,000 | 54 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $9,142,373,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,308,000 | 60 |
| 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 | $98,675,000 | 7 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $98,675,000 | 5 |
| Total fiduciary and related assets | $9,494,728,000 | 54 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $9,494,728,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,228,000 | 58 |
| 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 | $95,953,000 | 9 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $95,953,000 | 7 |
| Total fiduciary and related assets | $9,215,430,000 | 55 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $9,215,430,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,601,000 | 64 |
| 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 | $91,900,000 | 9 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $91,900,000 | 8 |
| Total fiduciary and related assets | $8,795,978,000 | 58 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $8,795,978,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,038,000 | 65 |
| 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 | $87,390,000 | 9 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $87,390,000 | 8 |
| Total fiduciary and related assets | $7,768,500,000 | 59 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $7,768,500,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,811,000 | 68 |
| 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 | $84,324,000 | 8 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $84,324,000 | 7 |
| Total fiduciary and related assets | $6,821,527,000 | 59 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $6,821,527,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,660,000 | 70 |
| 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 | $80,325,000 | 11 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $80,325,000 | 8 |
| Total fiduciary and related assets | $7,053,356,000 | 60 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $7,053,356,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,696,000 | 73 |
| 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 | $76,578,000 | 10 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $76,578,000 | 8 |
| Total fiduciary and related assets | $7,810,529,000 | 61 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $7,810,529,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,976,000 | 75 |
| 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 | $74,644,000 | 11 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $74,644,000 | 9 |
| Total fiduciary and related assets | $8,327,424,000 | 65 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $8,327,424,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,778,000 | 80 |
| 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 | $64,143,000 | 13 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $64,143,000 | 8 |
| Total fiduciary and related assets | $7,356,167,000 | 68 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $7,356,167,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,762,000 | 83 |
| 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 | $62,071,000 | 13 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $62,071,000 | 8 |
| Total fiduciary and related assets | $7,427,877,000 | 67 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $7,427,877,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,003,000 | 85 |
| 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 | $59,944,000 | 12 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $59,944,000 | 8 |
| Total fiduciary and related assets | $6,991,985,000 | 69 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $6,991,985,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,413,000 | 91 |
| 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 | $55,861,000 | 13 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $55,861,000 | 8 |
| Total fiduciary and related assets | $6,588,169,000 | 73 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $6,588,169,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,020,000 | 94 |
| 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 | $52,897,000 | 14 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $52,897,000 | 8 |
| Total fiduciary and related assets | $5,935,673,000 | 73 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $5,935,673,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,774,000 | 96 |
| 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 | $50,380,000 | 14 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $50,380,000 | 8 |
| Total fiduciary and related assets | $5,400,364,000 | 72 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $5,400,364,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,188,000 | 100 |
| 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 | $48,105,000 | 12 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $48,105,000 | 7 |
| Total fiduciary and related assets | $4,921,174,000 | 80 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $4,921,174,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,578,000 | 104 |
| 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 | $46,614,000 | 13 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $46,614,000 | 7 |
| Total fiduciary and related assets | $4,604,971,000 | 86 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $4,604,971,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,432,000 | 116 |
| 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 | $43,242,000 | 15 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $43,242,000 | 8 |
| Total fiduciary and related assets | $4,393,286,000 | 87 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $4,393,286,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,154,000 | 116 |
| 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 | $42,777,000 | 16 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $42,777,000 | 9 |
| Total fiduciary and related assets | $3,934,661,000 | 92 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $3,934,661,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,685,000 | 119 |
| 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 | $41,292,000 | 17 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $41,292,000 | 9 |
| Total fiduciary and related assets | $3,678,153,000 | 94 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $3,678,153,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,616,000 | 119 |
| 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 | $40,359,000 | 19 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $40,359,000 | 11 |
| Total fiduciary and related assets | $3,331,220,000 | 95 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $3,331,220,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,688,000 | 119 |
| 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 | $39,117,000 | 19 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $39,117,000 | 11 |
| Total fiduciary and related assets | $3,148,310,000 | 98 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $3,148,310,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,839,000 | 124 |
| 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 | $38,550,000 | 20 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $38,550,000 | 13 |
| Total fiduciary and related assets | $3,086,762,000 | 102 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $3,086,762,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,598,000 | 125 |
| 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 | $38,359,000 | 20 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $38,359,000 | 14 |
| Total fiduciary and related assets | $2,812,474,000 | 109 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $2,812,474,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,891,000 | 127 |
| 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 | $37,162,000 | 20 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $37,162,000 | 14 |
| Total fiduciary and related assets | $2,747,597,000 | 114 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $2,747,597,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,267,000 | 130 |
| 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 | $37,162,000 | 20 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $37,162,000 | 14 |
| Total fiduciary and related assets | $2,621,862,000 | 113 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $2,621,862,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,660,000 | 131 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $35,184,000 | 21 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $35,184,000 | 14 |
| Total fiduciary and related assets | $2,424,695,000 | 120 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $2,424,695,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,847,000 | 140 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $34,250,000 | 21 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $34,250,000 | 14 |
| Total fiduciary and related assets | $2,195,168,000 | 128 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $2,195,168,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,266,000 | 148 |
| 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 | $34,121,000 | 23 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $34,121,000 | 15 |
| Total fiduciary and related assets | $2,113,192,000 | 131 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $2,113,192,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,868,000 | 151 |
| 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 | $34,298,000 | 23 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $34,298,000 | 14 |
| Total fiduciary and related assets | $1,943,197,000 | 135 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $1,943,197,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,395,000 | 157 |
| 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 | $33,523,000 | 22 |
| Number of Managed Accounts | $2,000 | 1,674 |
| Number of Non-Managed Accounts | $33,521,000 | 13 |
| Total fiduciary and related assets | $1,922,893,000 | 133 |
| Managed Assets ($) | $1,000 | 1,794 |
| Non-managed Assets ($) | $1,922,892,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,911,000 | 150 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $32,181,000 | 19 |
| Number of Managed Accounts | $2,000 | 1,654 |
| Number of Non-Managed Accounts | $32,179,000 | 7 |
| Total fiduciary and related assets | $2,022,197,000 | 124 |
| Managed Assets ($) | $60,000 | 1,714 |
| Non-managed Assets ($) | $2,022,137,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,973,000 | 148 |
| 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 | $6,169,000 | 149 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |