Home > Banco Popular de Puerto Rico > Fiduciary and Related Services
Banco Popular de Puerto Rico, 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 | $1,250,000 | 206 |
| Number of Managed Accounts | $77,000 | 600 |
| Number of Non-Managed Accounts | $1,173,000 | 60 |
| Total fiduciary and related assets | $18,050,000,000 | 54 |
| Managed Assets ($) | $715,000,000 | 252 |
| Non-managed Assets ($) | $17,335,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,000,000 | 98 |
| 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 | $1,254,000 | 196 |
| Number of Managed Accounts | $42,000 | 353 |
| Number of Non-Managed Accounts | $1,212,000 | 57 |
| Total fiduciary and related assets | $17,390,000,000 | 56 |
| Managed Assets ($) | $615,000,000 | 255 |
| Non-managed Assets ($) | $16,775,000,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,000,000 | 103 |
| 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 | $1,250,000 | 198 |
| Number of Managed Accounts | $45,000 | 425 |
| Number of Non-Managed Accounts | $1,205,000 | 56 |
| Total fiduciary and related assets | $17,352,000,000 | 54 |
| Managed Assets ($) | $1,284,000,000 | 176 |
| Non-managed Assets ($) | $16,068,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000,000 | 98 |
| 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 | $1,275,000 | 201 |
| Number of Managed Accounts | $48,000 | 362 |
| Number of Non-Managed Accounts | $1,227,000 | 58 |
| Total fiduciary and related assets | $16,776,000,000 | 61 |
| Managed Assets ($) | $1,253,000,000 | 186 |
| Non-managed Assets ($) | $15,523,000,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 102 |
| 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 | $1,321,000 | 201 |
| Number of Managed Accounts | $76,000 | 627 |
| Number of Non-Managed Accounts | $1,245,000 | 59 |
| Total fiduciary and related assets | $17,065,000,000 | 58 |
| Managed Assets ($) | $1,809,000,000 | 145 |
| Non-managed Assets ($) | $15,256,000,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,000,000 | 109 |
| 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 | $1,322,000 | 198 |
| Number of Managed Accounts | $78,000 | 377 |
| Number of Non-Managed Accounts | $1,244,000 | 55 |
| Total fiduciary and related assets | $17,014,000,000 | 57 |
| Managed Assets ($) | $1,811,000,000 | 138 |
| Non-managed Assets ($) | $15,203,000,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,000,000 | 111 |
| 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 | $1,314,000 | 179 |
| Number of Managed Accounts | $77,000 | 410 |
| Number of Non-Managed Accounts | $1,237,000 | 48 |
| Total fiduciary and related assets | $17,918,000,000 | 46 |
| Managed Assets ($) | $1,935,000,000 | 113 |
| Non-managed Assets ($) | $15,983,000,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000,000 | 88 |
| 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 | $1,332,000 | 174 |
| Number of Managed Accounts | $78,000 | 338 |
| Number of Non-Managed Accounts | $1,254,000 | 48 |
| Total fiduciary and related assets | $18,872,000,000 | 45 |
| Managed Assets ($) | $2,174,000,000 | 112 |
| Non-managed Assets ($) | $16,698,000,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 89 |
| 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 | $1,357,000 | 172 |
| Number of Managed Accounts | $92,000 | 574 |
| Number of Non-Managed Accounts | $1,265,000 | 48 |
| Total fiduciary and related assets | $18,261,000,000 | 45 |
| Managed Assets ($) | $2,315,000,000 | 108 |
| Non-managed Assets ($) | $15,946,000,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,000,000 | 80 |
| 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 | $1,352,000 | 170 |
| Number of Managed Accounts | $104,000 | 324 |
| Number of Non-Managed Accounts | $1,248,000 | 47 |
| Total fiduciary and related assets | $18,037,000,000 | 45 |
| Managed Assets ($) | $2,306,000,000 | 110 |
| Non-managed Assets ($) | $15,731,000,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,000,000 | 83 |
| 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 | $1,354,000 | 173 |
| Number of Managed Accounts | $107,000 | 385 |
| Number of Non-Managed Accounts | $1,247,000 | 48 |
| Total fiduciary and related assets | $17,929,000,000 | 46 |
| Managed Assets ($) | $2,298,000,000 | 109 |
| Non-managed Assets ($) | $15,631,000,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,000,000 | 79 |
| 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 | $1,353,000 | 173 |
| Number of Managed Accounts | $106,000 | 323 |
| Number of Non-Managed Accounts | $1,247,000 | 48 |
| Total fiduciary and related assets | $17,159,000,000 | 47 |
| Managed Assets ($) | $2,250,000,000 | 106 |
| Non-managed Assets ($) | $14,909,000,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 79 |
| 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 | $1,363,000 | 175 |
| Number of Managed Accounts | $107,000 | 564 |
| Number of Non-Managed Accounts | $1,256,000 | 53 |
| Total fiduciary and related assets | $16,525,000,000 | 49 |
| Managed Assets ($) | $2,292,000,000 | 104 |
| Non-managed Assets ($) | $14,233,000,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,000,000 | 82 |
| 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 | $1,356,000 | 171 |
| Number of Managed Accounts | $109,000 | 324 |
| Number of Non-Managed Accounts | $1,247,000 | 51 |
| Total fiduciary and related assets | $16,157,000,000 | 47 |
| Managed Assets ($) | $2,619,000,000 | 95 |
| Non-managed Assets ($) | $13,538,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000,000 | 81 |
| 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 | $1,365,000 | 176 |
| Number of Managed Accounts | $109,000 | 381 |
| Number of Non-Managed Accounts | $1,256,000 | 51 |
| Total fiduciary and related assets | $15,884,000,000 | 46 |
| Managed Assets ($) | $2,589,000,000 | 93 |
| Non-managed Assets ($) | $13,295,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 79 |
| 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 | $1,369,000 | 173 |
| Number of Managed Accounts | $111,000 | 326 |
| Number of Non-Managed Accounts | $1,258,000 | 51 |
| Total fiduciary and related assets | $14,843,000,000 | 46 |
| Managed Assets ($) | $2,357,000,000 | 93 |
| Non-managed Assets ($) | $12,486,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 74 |
| 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 | $1,348,000 | 180 |
| Number of Managed Accounts | $113,000 | 565 |
| Number of Non-Managed Accounts | $1,235,000 | 55 |
| Total fiduciary and related assets | $15,564,000,000 | 48 |
| Managed Assets ($) | $2,494,000,000 | 98 |
| Non-managed Assets ($) | $13,070,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,000,000 | 78 |
| 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 | $1,352,000 | 172 |
| Number of Managed Accounts | $114,000 | 334 |
| Number of Non-Managed Accounts | $1,238,000 | 53 |
| Total fiduciary and related assets | $16,091,000,000 | 48 |
| Managed Assets ($) | $2,466,000,000 | 97 |
| Non-managed Assets ($) | $13,625,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000,000 | 82 |
| 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 | $1,351,000 | 174 |
| Number of Managed Accounts | $114,000 | 370 |
| Number of Non-Managed Accounts | $1,237,000 | 55 |
| Total fiduciary and related assets | $14,816,000,000 | 50 |
| Managed Assets ($) | $2,383,000,000 | 98 |
| Non-managed Assets ($) | $12,433,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 79 |
| 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 | $1,342,000 | 175 |
| Number of Managed Accounts | $115,000 | 375 |
| Number of Non-Managed Accounts | $1,227,000 | 56 |
| Total fiduciary and related assets | $14,385,000,000 | 49 |
| Managed Assets ($) | $2,391,000,000 | 96 |
| Non-managed Assets ($) | $11,994,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 83 |
| 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 | $1,328,000 | 181 |
| Number of Managed Accounts | $116,000 | 577 |
| Number of Non-Managed Accounts | $1,212,000 | 59 |
| Total fiduciary and related assets | $13,323,000,000 | 50 |
| Managed Assets ($) | $2,296,000,000 | 94 |
| Non-managed Assets ($) | $11,027,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,000,000 | 77 |
| 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 | $1,321,000 | 175 |
| Number of Managed Accounts | $117,000 | 372 |
| Number of Non-Managed Accounts | $1,204,000 | 57 |
| Total fiduciary and related assets | $13,859,000,000 | 50 |
| Managed Assets ($) | $2,361,000,000 | 95 |
| Non-managed Assets ($) | $11,498,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000,000 | 75 |
| 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 | $1,352,000 | 172 |
| Number of Managed Accounts | $115,000 | 376 |
| Number of Non-Managed Accounts | $1,237,000 | 56 |
| Total fiduciary and related assets | $13,797,000,000 | 49 |
| Managed Assets ($) | $2,415,000,000 | 93 |
| Non-managed Assets ($) | $11,382,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 74 |
| 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 | $1,358,000 | 174 |
| Number of Managed Accounts | $116,000 | 375 |
| Number of Non-Managed Accounts | $1,242,000 | 57 |
| Total fiduciary and related assets | $13,974,000,000 | 50 |
| Managed Assets ($) | $2,389,000,000 | 92 |
| Non-managed Assets ($) | $11,585,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 71 |
| 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 | $1,376,000 | 175 |
| Number of Managed Accounts | $119,000 | 575 |
| Number of Non-Managed Accounts | $1,257,000 | 62 |
| Total fiduciary and related assets | $14,376,000,000 | 49 |
| Managed Assets ($) | $2,426,000,000 | 89 |
| Non-managed Assets ($) | $11,950,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,000,000 | 72 |
| 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 | $1,373,000 | 172 |
| Number of Managed Accounts | $119,000 | 372 |
| Number of Non-Managed Accounts | $1,254,000 | 58 |
| Total fiduciary and related assets | $13,988,000,000 | 49 |
| Managed Assets ($) | $2,492,000,000 | 89 |
| Non-managed Assets ($) | $11,496,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000,000 | 69 |
| 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 | $1,367,000 | 170 |
| Number of Managed Accounts | $118,000 | 373 |
| Number of Non-Managed Accounts | $1,249,000 | 57 |
| Total fiduciary and related assets | $13,921,000,000 | 49 |
| Managed Assets ($) | $2,517,000,000 | 84 |
| Non-managed Assets ($) | $11,404,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 69 |
| 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 | $1,367,000 | 169 |
| Number of Managed Accounts | $119,000 | 376 |
| Number of Non-Managed Accounts | $1,248,000 | 58 |
| Total fiduciary and related assets | $13,377,000,000 | 49 |
| Managed Assets ($) | $2,520,000,000 | 84 |
| Non-managed Assets ($) | $10,857,000,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 64 |
| 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 | $1,299,000 | 175 |
| Number of Managed Accounts | $115,000 | 592 |
| Number of Non-Managed Accounts | $1,184,000 | 61 |
| Total fiduciary and related assets | $12,826,000,000 | 49 |
| Managed Assets ($) | $2,569,000,000 | 80 |
| Non-managed Assets ($) | $10,257,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,000,000 | 66 |
| 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 | $1,238,000 | 178 |
| Number of Managed Accounts | $114,000 | 379 |
| Number of Non-Managed Accounts | $1,124,000 | 59 |
| Total fiduciary and related assets | $12,895,000,000 | 49 |
| Managed Assets ($) | $2,622,000,000 | 77 |
| Non-managed Assets ($) | $10,273,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000,000 | 66 |
| 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 | $1,243,000 | 178 |
| Number of Managed Accounts | $113,000 | 381 |
| Number of Non-Managed Accounts | $1,130,000 | 60 |
| Total fiduciary and related assets | $12,437,000,000 | 49 |
| Managed Assets ($) | $2,476,000,000 | 81 |
| Non-managed Assets ($) | $9,961,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000,000 | 68 |
| 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 | $1,253,000 | 177 |
| Number of Managed Accounts | $113,000 | 382 |
| Number of Non-Managed Accounts | $1,140,000 | 60 |
| Total fiduciary and related assets | $12,033,000,000 | 50 |
| Managed Assets ($) | $2,423,000,000 | 81 |
| Non-managed Assets ($) | $9,610,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 67 |
| 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 | $1,258,000 | 183 |
| Number of Managed Accounts | $114,000 | 600 |
| Number of Non-Managed Accounts | $1,144,000 | 63 |
| Total fiduciary and related assets | $11,754,000,000 | 52 |
| Managed Assets ($) | $2,466,000,000 | 76 |
| Non-managed Assets ($) | $9,288,000,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,000,000 | 67 |
| 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 | $1,277,000 | 178 |
| Number of Managed Accounts | $111,000 | 377 |
| Number of Non-Managed Accounts | $1,166,000 | 59 |
| Total fiduciary and related assets | $11,703,000,000 | 49 |
| Managed Assets ($) | $2,516,000,000 | 75 |
| Non-managed Assets ($) | $9,187,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000,000 | 67 |
| 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 | $1,260,000 | 178 |
| Number of Managed Accounts | $106,000 | 382 |
| Number of Non-Managed Accounts | $1,154,000 | 58 |
| Total fiduciary and related assets | $12,259,000,000 | 50 |
| Managed Assets ($) | $2,674,000,000 | 73 |
| Non-managed Assets ($) | $9,585,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 68 |
| 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 | $1,268,000 | 177 |
| Number of Managed Accounts | $108,000 | 379 |
| Number of Non-Managed Accounts | $1,160,000 | 59 |
| Total fiduciary and related assets | $12,855,000,000 | 48 |
| Managed Assets ($) | $2,895,000,000 | 69 |
| Non-managed Assets ($) | $9,960,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 70 |
| 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 | $1,307,000 | 175 |
| Number of Managed Accounts | $106,000 | 624 |
| Number of Non-Managed Accounts | $1,201,000 | 62 |
| Total fiduciary and related assets | $12,830,000,000 | 48 |
| Managed Assets ($) | $2,996,000,000 | 65 |
| Non-managed Assets ($) | $9,834,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,000,000 | 67 |
| 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 | $1,284,000 | 174 |
| Number of Managed Accounts | $106,000 | 382 |
| Number of Non-Managed Accounts | $1,178,000 | 59 |
| Total fiduciary and related assets | $12,827,000,000 | 47 |
| Managed Assets ($) | $3,000,000,000 | 66 |
| Non-managed Assets ($) | $9,827,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,000,000 | 66 |
| 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 | $1,311,000 | 173 |
| Number of Managed Accounts | $105,000 | 384 |
| Number of Non-Managed Accounts | $1,206,000 | 59 |
| Total fiduciary and related assets | $13,039,000,000 | 47 |
| Managed Assets ($) | $3,205,000,000 | 63 |
| Non-managed Assets ($) | $9,834,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 67 |
| 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 | $1,335,000 | 169 |
| Number of Managed Accounts | $102,000 | 388 |
| Number of Non-Managed Accounts | $1,233,000 | 62 |
| Total fiduciary and related assets | $12,942,000,000 | 48 |
| Managed Assets ($) | $3,277,000,000 | 60 |
| Non-managed Assets ($) | $9,665,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 63 |
| 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 | $1,340,000 | 174 |
| Number of Managed Accounts | $104,000 | 637 |
| Number of Non-Managed Accounts | $1,236,000 | 63 |
| Total fiduciary and related assets | $12,704,000,000 | 48 |
| Managed Assets ($) | $3,247,000,000 | 61 |
| Non-managed Assets ($) | $9,457,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,000,000 | 59 |
| 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 | $1,345,000 | 165 |
| Number of Managed Accounts | $107,000 | 367 |
| Number of Non-Managed Accounts | $1,238,000 | 56 |
| Total fiduciary and related assets | $12,783,000,000 | 46 |
| Managed Assets ($) | $3,568,000,000 | 57 |
| Non-managed Assets ($) | $9,215,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,000,000 | 58 |
| 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 | $1,353,000 | 159 |
| Number of Managed Accounts | $108,000 | 368 |
| Number of Non-Managed Accounts | $1,245,000 | 58 |
| Total fiduciary and related assets | $13,638,000,000 | 46 |
| Managed Assets ($) | $4,306,000,000 | 52 |
| Non-managed Assets ($) | $9,332,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,000,000 | 57 |
| 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 | $1,361,000 | 162 |
| Number of Managed Accounts | $108,000 | 370 |
| Number of Non-Managed Accounts | $1,253,000 | 60 |
| Total fiduciary and related assets | $14,032,000,000 | 47 |
| Managed Assets ($) | $4,627,000,000 | 50 |
| Non-managed Assets ($) | $9,405,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,000,000 | 55 |
| 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 | $1,386,000 | 166 |
| Number of Managed Accounts | $113,000 | 627 |
| Number of Non-Managed Accounts | $1,273,000 | 65 |
| Total fiduciary and related assets | $12,659,000,000 | 47 |
| Managed Assets ($) | $4,651,000,000 | 49 |
| Non-managed Assets ($) | $8,008,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,000,000 | 52 |
| 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 | $1,319,000 | 162 |
| Number of Managed Accounts | $111,000 | 353 |
| Number of Non-Managed Accounts | $1,208,000 | 59 |
| Total fiduciary and related assets | $12,967,000,000 | 46 |
| Managed Assets ($) | $4,695,000,000 | 48 |
| Non-managed Assets ($) | $8,272,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,000,000 | 51 |
| 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 | $1,324,000 | 158 |
| Number of Managed Accounts | $113,000 | 352 |
| Number of Non-Managed Accounts | $1,211,000 | 59 |
| Total fiduciary and related assets | $13,063,000,000 | 44 |
| Managed Assets ($) | $4,585,000,000 | 48 |
| Non-managed Assets ($) | $8,478,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,000,000 | 51 |
| 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 | $1,386,000 | 151 |
| Number of Managed Accounts | $117,000 | 346 |
| Number of Non-Managed Accounts | $1,269,000 | 58 |
| Total fiduciary and related assets | $13,607,000,000 | 42 |
| Managed Assets ($) | $4,820,000,000 | 46 |
| Non-managed Assets ($) | $8,787,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,000,000 | 52 |
| 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 | $1,406,000 | 155 |
| Number of Managed Accounts | $115,000 | 624 |
| Number of Non-Managed Accounts | $1,291,000 | 61 |
| Total fiduciary and related assets | $13,557,000,000 | 40 |
| Managed Assets ($) | $4,653,000,000 | 47 |
| Non-managed Assets ($) | $8,904,000,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,000,000 | 44 |
| 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 | $1,400,000 | 150 |
| Number of Managed Accounts | $110,000 | 352 |
| Number of Non-Managed Accounts | $1,290,000 | 55 |
| Total fiduciary and related assets | $12,697,000,000 | 44 |
| Managed Assets ($) | $4,606,000,000 | 47 |
| Non-managed Assets ($) | $8,091,000,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,000,000 | 45 |
| 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 | $1,391,000 | 151 |
| Number of Managed Accounts | $107,000 | 360 |
| Number of Non-Managed Accounts | $1,284,000 | 56 |
| Total fiduciary and related assets | $13,967,000,000 | 42 |
| Managed Assets ($) | $4,623,000,000 | 50 |
| Non-managed Assets ($) | $9,344,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,000,000 | 46 |
| 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 | $1,525,000 | 140 |
| Number of Managed Accounts | $107,000 | 364 |
| Number of Non-Managed Accounts | $1,418,000 | 57 |
| Total fiduciary and related assets | $12,866,000,000 | 47 |
| Managed Assets ($) | $4,532,000,000 | 51 |
| Non-managed Assets ($) | $8,334,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 47 |
| 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 | $1,535,000 | 146 |
| Number of Managed Accounts | $115,000 | 640 |
| Number of Non-Managed Accounts | $1,420,000 | 62 |
| Total fiduciary and related assets | $12,175,000,000 | 49 |
| Managed Assets ($) | $4,484,000,000 | 52 |
| Non-managed Assets ($) | $7,691,000,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,000,000 | 47 |
| 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 | $1,559,000 | 137 |
| Number of Managed Accounts | $114,000 | 345 |
| Number of Non-Managed Accounts | $1,445,000 | 56 |
| Total fiduciary and related assets | $12,406,000,000 | 48 |
| Managed Assets ($) | $4,497,000,000 | 51 |
| Non-managed Assets ($) | $7,909,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,000,000 | 46 |
| 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 | $1,812,000 | 111 |
| Number of Managed Accounts | $117,000 | 344 |
| Number of Non-Managed Accounts | $1,695,000 | 52 |
| Total fiduciary and related assets | $12,255,000,000 | 46 |
| Managed Assets ($) | $4,203,000,000 | 50 |
| Non-managed Assets ($) | $8,052,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,000,000 | 47 |
| 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 | $767,000 | 247 |
| Number of Managed Accounts | $116,000 | 347 |
| Number of Non-Managed Accounts | $651,000 | 89 |
| Total fiduciary and related assets | $12,176,000,000 | 48 |
| Managed Assets ($) | $4,384,000,000 | 51 |
| Non-managed Assets ($) | $7,792,000,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,000,000 | 63 |
| 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 | $760,000 | 280 |
| Number of Managed Accounts | $117,000 | 642 |
| Number of Non-Managed Accounts | $643,000 | 105 |
| Total fiduciary and related assets | $11,967,000,000 | 51 |
| Managed Assets ($) | $4,171,000,000 | 52 |
| Non-managed Assets ($) | $7,796,000,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,000,000 | 63 |
| 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 | $753,000 | 249 |
| Number of Managed Accounts | $115,000 | 339 |
| Number of Non-Managed Accounts | $638,000 | 92 |
| Total fiduciary and related assets | $11,166,000,000 | 54 |
| Managed Assets ($) | $3,735,000,000 | 55 |
| Non-managed Assets ($) | $7,431,000,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 63 |
| 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 | $746,000 | 249 |
| Number of Managed Accounts | $116,000 | 347 |
| Number of Non-Managed Accounts | $630,000 | 92 |
| Total fiduciary and related assets | $10,932,000,000 | 53 |
| Managed Assets ($) | $3,567,000,000 | 55 |
| Non-managed Assets ($) | $7,365,000,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,000,000 | 65 |
| 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 | $745,000 | 251 |
| Number of Managed Accounts | $121,000 | 345 |
| Number of Non-Managed Accounts | $624,000 | 92 |
| Total fiduciary and related assets | $10,451,000,000 | 52 |
| Managed Assets ($) | $3,459,000,000 | 54 |
| Non-managed Assets ($) | $6,992,000,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,000,000 | 64 |
| 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 | $744,000 | 285 |
| Number of Managed Accounts | $123,000 | 648 |
| Number of Non-Managed Accounts | $621,000 | 114 |
| Total fiduciary and related assets | $11,149,000,000 | 53 |
| Managed Assets ($) | $3,746,000,000 | 54 |
| Non-managed Assets ($) | $7,403,000,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,000,000 | 66 |
| 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 | $746,000 | 249 |
| Number of Managed Accounts | $123,000 | 371 |
| Number of Non-Managed Accounts | $623,000 | 98 |
| Total fiduciary and related assets | $11,729,000,000 | 52 |
| Managed Assets ($) | $4,018,000,000 | 55 |
| Non-managed Assets ($) | $7,711,000,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 70 |
| 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 | $742,000 | 260 |
| Number of Managed Accounts | $126,000 | 373 |
| Number of Non-Managed Accounts | $616,000 | 100 |
| Total fiduciary and related assets | $12,589,000,000 | 57 |
| Managed Assets ($) | $4,190,000,000 | 57 |
| Non-managed Assets ($) | $8,399,000,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,000,000 | 70 |
| 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 | $735,000 | 262 |
| Number of Managed Accounts | $125,000 | 376 |
| Number of Non-Managed Accounts | $610,000 | 99 |
| Total fiduciary and related assets | $11,800,000,000 | 54 |
| Managed Assets ($) | $4,329,000,000 | 55 |
| Non-managed Assets ($) | $7,471,000,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,000,000 | 76 |
| 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 | $720,000 | 289 |
| Number of Managed Accounts | $127,000 | 647 |
| Number of Non-Managed Accounts | $593,000 | 115 |
| Total fiduciary and related assets | $11,620,000,000 | 55 |
| Managed Assets ($) | $4,311,000,000 | 57 |
| Non-managed Assets ($) | $7,309,000,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,000,000 | 74 |
| 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 | $708,000 | 260 |
| Number of Managed Accounts | $129,000 | 360 |
| Number of Non-Managed Accounts | $579,000 | 95 |
| Total fiduciary and related assets | $11,305,000,000 | 56 |
| Managed Assets ($) | $4,130,000,000 | 59 |
| Non-managed Assets ($) | $7,175,000,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000,000 | 72 |
| 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 | $686,000 | 270 |
| Number of Managed Accounts | $127,000 | 366 |
| Number of Non-Managed Accounts | $559,000 | 100 |
| Total fiduciary and related assets | $11,355,000,000 | 59 |
| Managed Assets ($) | $4,143,000,000 | 58 |
| Non-managed Assets ($) | $7,212,000,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,000,000 | 75 |
| 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 | $642,000 | 280 |
| Number of Managed Accounts | $124,000 | 368 |
| Number of Non-Managed Accounts | $518,000 | 104 |
| Total fiduciary and related assets | $10,754,000,000 | 60 |
| Managed Assets ($) | $4,130,000,000 | 57 |
| Non-managed Assets ($) | $6,624,000,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,000,000 | 74 |
| 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 | $617,000 | 322 |
| Number of Managed Accounts | $121,000 | 677 |
| Number of Non-Managed Accounts | $496,000 | 125 |
| Total fiduciary and related assets | $10,739,000,000 | 59 |
| Managed Assets ($) | $4,091,000,000 | 56 |
| Non-managed Assets ($) | $6,648,000,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,000,000 | 83 |
| 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 | $597,000 | 294 |
| Number of Managed Accounts | $121,000 | 355 |
| Number of Non-Managed Accounts | $476,000 | 111 |
| Total fiduciary and related assets | $10,267,000,000 | 62 |
| Managed Assets ($) | $4,081,000,000 | 61 |
| Non-managed Assets ($) | $6,186,000,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,000,000 | 84 |
| 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 | $589,000 | 297 |
| Number of Managed Accounts | $119,000 | 362 |
| Number of Non-Managed Accounts | $470,000 | 114 |
| Total fiduciary and related assets | $10,445,000,000 | 60 |
| Managed Assets ($) | $3,965,000,000 | 65 |
| Non-managed Assets ($) | $6,480,000,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 92 |
| 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 | $587,000 | 298 |
| Number of Managed Accounts | $117,000 | 371 |
| Number of Non-Managed Accounts | $470,000 | 112 |
| Total fiduciary and related assets | $10,705,000,000 | 59 |
| Managed Assets ($) | $4,020,000,000 | 63 |
| Non-managed Assets ($) | $6,685,000,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,000,000 | 86 |
| 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 | $579,000 | 343 |
| Number of Managed Accounts | $117,000 | 703 |
| Number of Non-Managed Accounts | $462,000 | 138 |
| Total fiduciary and related assets | $10,473,000,000 | 58 |
| Managed Assets ($) | $3,985,000,000 | 67 |
| Non-managed Assets ($) | $6,488,000,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,000,000 | 87 |
| 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 | $580,000 | 289 |
| Number of Managed Accounts | $117,000 | 359 |
| Number of Non-Managed Accounts | $463,000 | 116 |
| Total fiduciary and related assets | $10,387,000,000 | 58 |
| Managed Assets ($) | $4,143,000,000 | 68 |
| Non-managed Assets ($) | $6,244,000,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,000,000 | 89 |
| 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 | $582,000 | 292 |
| Number of Managed Accounts | $122,000 | 375 |
| Number of Non-Managed Accounts | $460,000 | 120 |
| Total fiduciary and related assets | $10,918,000,000 | 54 |
| Managed Assets ($) | $4,064,000,000 | 66 |
| Non-managed Assets ($) | $6,854,000,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 87 |
| 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 | $590,000 | 294 |
| Number of Managed Accounts | $125,000 | 376 |
| Number of Non-Managed Accounts | $465,000 | 124 |
| Total fiduciary and related assets | $10,742,000,000 | 56 |
| Managed Assets ($) | $3,929,000,000 | 68 |
| Non-managed Assets ($) | $6,813,000,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000,000 | 97 |
| 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 | $588,000 | 340 |
| Number of Managed Accounts | $124,000 | 692 |
| Number of Non-Managed Accounts | $464,000 | 152 |
| Total fiduciary and related assets | $10,794,000,000 | 58 |
| Managed Assets ($) | $3,919,000,000 | 68 |
| Non-managed Assets ($) | $6,875,000,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,000,000 | 86 |
| 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 | $591,000 | 291 |
| Number of Managed Accounts | $127,000 | 363 |
| Number of Non-Managed Accounts | $464,000 | 125 |
| Total fiduciary and related assets | $10,462,000,000 | 58 |
| Managed Assets ($) | $3,758,000,000 | 67 |
| Non-managed Assets ($) | $6,704,000,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,000,000 | 89 |
| 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 | $603,000 | 291 |
| Number of Managed Accounts | $129,000 | 363 |
| Number of Non-Managed Accounts | $474,000 | 127 |
| Total fiduciary and related assets | $10,714,000,000 | 60 |
| Managed Assets ($) | $3,629,000,000 | 67 |
| Non-managed Assets ($) | $7,085,000,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 92 |
| 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 | $603,000 | 290 |
| Number of Managed Accounts | $131,000 | 370 |
| Number of Non-Managed Accounts | $472,000 | 128 |
| Total fiduciary and related assets | $10,046,000,000 | 64 |
| Managed Assets ($) | $3,661,000,000 | 68 |
| Non-managed Assets ($) | $6,385,000,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000,000 | 99 |
| 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 | $630,000 | 332 |
| Number of Managed Accounts | $131,000 | 674 |
| Number of Non-Managed Accounts | $499,000 | 151 |
| Total fiduciary and related assets | $10,910,000,000 | 62 |
| Managed Assets ($) | $3,594,000,000 | 69 |
| Non-managed Assets ($) | $7,316,000,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000,000 | 97 |
| 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 | $624,000 | 296 |
| Number of Managed Accounts | $124,000 | 380 |
| Number of Non-Managed Accounts | $500,000 | 141 |
| Total fiduciary and related assets | $10,387,000,000 | 65 |
| Managed Assets ($) | $3,490,000,000 | 70 |
| Non-managed Assets ($) | $6,897,000,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,000,000 | 100 |
| 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 | $647,000 | 292 |
| Number of Managed Accounts | $125,000 | 380 |
| Number of Non-Managed Accounts | $522,000 | 132 |
| Total fiduciary and related assets | $11,087,000,000 | 65 |
| Managed Assets ($) | $3,367,000,000 | 70 |
| Non-managed Assets ($) | $7,720,000,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 103 |
| 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 | $642,000 | 297 |
| Number of Managed Accounts | $122,000 | 389 |
| Number of Non-Managed Accounts | $520,000 | 134 |
| Total fiduciary and related assets | $9,517,000,000 | 69 |
| Managed Assets ($) | $3,318,000,000 | 72 |
| Non-managed Assets ($) | $6,199,000,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000,000 | 104 |
| 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 | $655,000 | 337 |
| Number of Managed Accounts | $132,000 | 679 |
| Number of Non-Managed Accounts | $523,000 | 150 |
| Total fiduciary and related assets | $9,119,000,000 | 67 |
| Managed Assets ($) | $3,062,000,000 | 76 |
| Non-managed Assets ($) | $6,057,000,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000,000 | 103 |
| 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 | $644,000 | 323 |
| Number of Managed Accounts | $139,000 | 638 |
| Number of Non-Managed Accounts | $505,000 | 146 |
| Total fiduciary and related assets | $8,394,000,000 | 70 |
| Managed Assets ($) | $3,103,000,000 | 73 |
| Non-managed Assets ($) | $5,291,000,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,000,000 | 112 |
| 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 | $11,000,000 | 113 |
| 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 | $10,000,000 | 135 |