Home > Bessemer Trust Company > Fiduciary and Related Services
Bessemer Trust Company, 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 | $3,104,000 | 99 |
| Number of Managed Accounts | $3,096,000 | 73 |
| Number of Non-Managed Accounts | $8,000 | 636 |
| Total fiduciary and related assets | $13,368,014,000 | 65 |
| Managed Assets ($) | $13,355,325,000 | 43 |
| Non-managed Assets ($) | $12,689,000 | 509 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,177,000 | 41 |
| 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 | $3,063,000 | 99 |
| Number of Managed Accounts | $3,055,000 | 75 |
| Number of Non-Managed Accounts | $8,000 | 333 |
| Total fiduciary and related assets | $12,786,904,000 | 66 |
| Managed Assets ($) | $12,774,517,000 | 42 |
| Non-managed Assets ($) | $12,387,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,954,000 | 41 |
| 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 | $3,057,000 | 94 |
| Number of Managed Accounts | $3,049,000 | 71 |
| Number of Non-Managed Accounts | $8,000 | 392 |
| Total fiduciary and related assets | $12,992,142,000 | 63 |
| Managed Assets ($) | $12,979,686,000 | 43 |
| Non-managed Assets ($) | $12,456,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,539,000 | 41 |
| 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 | $3,038,000 | 101 |
| Number of Managed Accounts | $3,031,000 | 77 |
| Number of Non-Managed Accounts | $7,000 | 346 |
| Total fiduciary and related assets | $12,878,512,000 | 69 |
| Managed Assets ($) | $12,868,810,000 | 43 |
| Non-managed Assets ($) | $9,702,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,770,000 | 43 |
| 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 | $3,052,000 | 103 |
| Number of Managed Accounts | $3,045,000 | 79 |
| Number of Non-Managed Accounts | $7,000 | 680 |
| Total fiduciary and related assets | $12,677,229,000 | 69 |
| Managed Assets ($) | $12,667,600,000 | 41 |
| Non-managed Assets ($) | $9,629,000 | 558 |
| Memoranda | ||
| Gross Fiduciary activities income | $100,051,000 | 43 |
| 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 | $3,030,000 | 102 |
| Number of Managed Accounts | $3,023,000 | 78 |
| Number of Non-Managed Accounts | $7,000 | 352 |
| Total fiduciary and related assets | $12,466,770,000 | 69 |
| Managed Assets ($) | $12,459,192,000 | 41 |
| Non-managed Assets ($) | $7,578,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,619,000 | 43 |
| 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 | $3,032,000 | 89 |
| Number of Managed Accounts | $3,025,000 | 72 |
| Number of Non-Managed Accounts | $7,000 | 376 |
| Total fiduciary and related assets | $12,796,348,000 | 56 |
| Managed Assets ($) | $12,788,733,000 | 34 |
| Non-managed Assets ($) | $7,615,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,967,000 | 34 |
| 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 | $3,086,000 | 89 |
| Number of Managed Accounts | $3,079,000 | 73 |
| Number of Non-Managed Accounts | $7,000 | 319 |
| Total fiduciary and related assets | $13,707,776,000 | 56 |
| Managed Assets ($) | $13,700,057,000 | 35 |
| Non-managed Assets ($) | $7,719,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,173,000 | 34 |
| 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 | $3,048,000 | 89 |
| Number of Managed Accounts | $3,041,000 | 70 |
| Number of Non-Managed Accounts | $7,000 | 663 |
| Total fiduciary and related assets | $14,226,176,000 | 53 |
| Managed Assets ($) | $14,218,434,000 | 35 |
| Non-managed Assets ($) | $7,742,000 | 552 |
| Memoranda | ||
| Gross Fiduciary activities income | $100,258,000 | 36 |
| 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 | $2,984,000 | 88 |
| Number of Managed Accounts | $2,978,000 | 71 |
| Number of Non-Managed Accounts | $6,000 | 310 |
| Total fiduciary and related assets | $13,359,880,000 | 53 |
| Managed Assets ($) | $13,352,989,000 | 35 |
| Non-managed Assets ($) | $6,891,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,747,000 | 36 |
| 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 | $2,951,000 | 90 |
| Number of Managed Accounts | $2,945,000 | 72 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $13,210,912,000 | 53 |
| Managed Assets ($) | $13,204,035,000 | 37 |
| Non-managed Assets ($) | $6,877,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,472,000 | 38 |
| 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 | $2,946,000 | 91 |
| Number of Managed Accounts | $2,942,000 | 72 |
| Number of Non-Managed Accounts | $4,000 | 316 |
| Total fiduciary and related assets | $12,615,653,000 | 54 |
| Managed Assets ($) | $12,611,302,000 | 37 |
| Non-managed Assets ($) | $4,351,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,072,000 | 38 |
| 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 | $2,930,000 | 93 |
| Number of Managed Accounts | $2,926,000 | 73 |
| Number of Non-Managed Accounts | $4,000 | 725 |
| Total fiduciary and related assets | $11,848,776,000 | 55 |
| Managed Assets ($) | $11,848,399,000 | 37 |
| Non-managed Assets ($) | $377,000 | 766 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,675,000 | 38 |
| 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 | $2,844,000 | 90 |
| Number of Managed Accounts | $2,842,000 | 74 |
| Number of Non-Managed Accounts | $2,000 | 325 |
| Total fiduciary and related assets | $10,485,359,000 | 54 |
| Managed Assets ($) | $10,485,289,000 | 38 |
| Non-managed Assets ($) | $70,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,524,000 | 38 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,812,000 | 92 |
| Number of Managed Accounts | $2,810,000 | 75 |
| Number of Non-Managed Accounts | $2,000 | 380 |
| Total fiduciary and related assets | $10,594,557,000 | 54 |
| Managed Assets ($) | $10,594,492,000 | 36 |
| Non-managed Assets ($) | $65,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,302,000 | 38 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,795,000 | 92 |
| Number of Managed Accounts | $2,793,000 | 76 |
| Number of Non-Managed Accounts | $2,000 | 328 |
| Total fiduciary and related assets | $9,895,555,000 | 54 |
| Managed Assets ($) | $9,895,500,000 | 36 |
| Non-managed Assets ($) | $55,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,191,000 | 38 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,753,000 | 98 |
| Number of Managed Accounts | $2,751,000 | 80 |
| Number of Non-Managed Accounts | $2,000 | 798 |
| Total fiduciary and related assets | $10,515,638,000 | 54 |
| Managed Assets ($) | $10,515,608,000 | 37 |
| Non-managed Assets ($) | $30,000 | 865 |
| Memoranda | ||
| Gross Fiduciary activities income | $81,554,000 | 37 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,707,000 | 97 |
| Number of Managed Accounts | $2,707,000 | 78 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $10,227,554,000 | 55 |
| Managed Assets ($) | $10,227,554,000 | 39 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,020,000 | 38 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,719,000 | 96 |
| Number of Managed Accounts | $2,719,000 | 77 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $10,158,613,000 | 54 |
| Managed Assets ($) | $10,158,613,000 | 38 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,613,000 | 38 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,715,000 | 96 |
| Number of Managed Accounts | $2,715,000 | 77 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $9,821,582,000 | 55 |
| Managed Assets ($) | $9,821,582,000 | 38 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,730,000 | 38 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,697,000 | 98 |
| Number of Managed Accounts | $2,697,000 | 77 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $9,273,289,000 | 55 |
| Managed Assets ($) | $9,273,289,000 | 37 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,776,000 | 40 |
| 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 | $2,656,000 | 96 |
| Number of Managed Accounts | $2,656,000 | 76 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $9,792,061,000 | 55 |
| Managed Assets ($) | $9,792,061,000 | 37 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,465,000 | 40 |
| 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 | $2,589,000 | 96 |
| Number of Managed Accounts | $2,589,000 | 77 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $9,168,434,000 | 55 |
| Managed Assets ($) | $9,168,434,000 | 38 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,531,000 | 40 |
| 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 | $2,592,000 | 98 |
| Number of Managed Accounts | $2,592,000 | 76 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $9,004,191,000 | 56 |
| Managed Assets ($) | $9,004,191,000 | 38 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,441,000 | 40 |
| 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 | $2,595,000 | 101 |
| Number of Managed Accounts | $2,595,000 | 76 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $8,968,449,000 | 56 |
| Managed Assets ($) | $8,968,449,000 | 39 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,488,000 | 38 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,543,000 | 100 |
| Number of Managed Accounts | $2,543,000 | 78 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $8,700,958,000 | 57 |
| Managed Assets ($) | $8,700,958,000 | 39 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,329,000 | 41 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,552,000 | 97 |
| Number of Managed Accounts | $2,548,000 | 73 |
| Number of Non-Managed Accounts | $4,000 | 365 |
| Total fiduciary and related assets | $8,652,163,000 | 57 |
| Managed Assets ($) | $8,644,649,000 | 38 |
| Non-managed Assets ($) | $7,514,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,691,000 | 40 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,573,000 | 97 |
| Number of Managed Accounts | $2,569,000 | 71 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $8,358,805,000 | 57 |
| Managed Assets ($) | $8,346,288,000 | 38 |
| Non-managed Assets ($) | $12,517,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,720,000 | 39 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,543,000 | 99 |
| Number of Managed Accounts | $2,539,000 | 71 |
| Number of Non-Managed Accounts | $4,000 | 837 |
| Total fiduciary and related assets | $8,045,961,000 | 58 |
| Managed Assets ($) | $8,038,852,000 | 38 |
| Non-managed Assets ($) | $7,109,000 | 625 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,727,000 | 38 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,508,000 | 94 |
| Number of Managed Accounts | $2,504,000 | 71 |
| Number of Non-Managed Accounts | $4,000 | 377 |
| Total fiduciary and related assets | $8,073,988,000 | 58 |
| Managed Assets ($) | $8,066,629,000 | 39 |
| Non-managed Assets ($) | $7,359,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,506,000 | 38 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,550,000 | 96 |
| Number of Managed Accounts | $2,544,000 | 71 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $17,467,160,000 | 43 |
| Managed Assets ($) | $17,449,701,000 | 26 |
| Non-managed Assets ($) | $17,459,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,165,000 | 39 |
| 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 | $2,533,000 | 98 |
| Number of Managed Accounts | $2,526,000 | 73 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $17,354,453,000 | 41 |
| Managed Assets ($) | $17,337,576,000 | 26 |
| Non-managed Assets ($) | $16,877,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,629,000 | 39 |
| 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 | $2,512,000 | 100 |
| Number of Managed Accounts | $2,505,000 | 71 |
| Number of Non-Managed Accounts | $7,000 | 809 |
| Total fiduciary and related assets | $17,250,479,000 | 40 |
| Managed Assets ($) | $17,232,998,000 | 25 |
| Non-managed Assets ($) | $17,481,000 | 486 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,624,000 | 37 |
| 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 | $2,495,000 | 99 |
| Number of Managed Accounts | $2,488,000 | 70 |
| Number of Non-Managed Accounts | $7,000 | 365 |
| Total fiduciary and related assets | $17,064,717,000 | 40 |
| Managed Assets ($) | $17,047,438,000 | 25 |
| Non-managed Assets ($) | $17,279,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,170,000 | 37 |
| 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 | $2,465,000 | 99 |
| Number of Managed Accounts | $2,458,000 | 73 |
| Number of Non-Managed Accounts | $7,000 | 368 |
| Total fiduciary and related assets | $17,370,621,000 | 41 |
| Managed Assets ($) | $17,352,605,000 | 26 |
| Non-managed Assets ($) | $18,016,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,893,000 | 39 |
| 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 | $2,474,000 | 98 |
| Number of Managed Accounts | $2,468,000 | 70 |
| Number of Non-Managed Accounts | $6,000 | 374 |
| Total fiduciary and related assets | $17,100,851,000 | 43 |
| Managed Assets ($) | $17,081,769,000 | 26 |
| Non-managed Assets ($) | $19,082,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,371,000 | 38 |
| 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 | $2,481,000 | 100 |
| Number of Managed Accounts | $2,475,000 | 69 |
| Number of Non-Managed Accounts | $6,000 | 865 |
| Total fiduciary and related assets | $16,978,687,000 | 42 |
| Managed Assets ($) | $16,962,762,000 | 26 |
| Non-managed Assets ($) | $15,925,000 | 526 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,338,000 | 39 |
| 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 | $2,498,000 | 94 |
| Number of Managed Accounts | $2,493,000 | 69 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $17,229,880,000 | 41 |
| Managed Assets ($) | $17,221,728,000 | 25 |
| Non-managed Assets ($) | $8,152,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,004,000 | 40 |
| 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 | $2,515,000 | 90 |
| Number of Managed Accounts | $2,509,000 | 68 |
| Number of Non-Managed Accounts | $6,000 | 376 |
| Total fiduciary and related assets | $16,320,481,000 | 43 |
| Managed Assets ($) | $16,311,174,000 | 26 |
| Non-managed Assets ($) | $9,307,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,960,000 | 39 |
| 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 | $2,503,000 | 92 |
| Number of Managed Accounts | $2,499,000 | 71 |
| Number of Non-Managed Accounts | $4,000 | 384 |
| Total fiduciary and related assets | $16,167,397,000 | 43 |
| Managed Assets ($) | $16,161,371,000 | 27 |
| Non-managed Assets ($) | $6,026,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,366,000 | 40 |
| 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 | $2,504,000 | 95 |
| Number of Managed Accounts | $2,501,000 | 72 |
| Number of Non-Managed Accounts | $3,000 | 969 |
| Total fiduciary and related assets | $16,066,398,000 | 43 |
| Managed Assets ($) | $16,064,294,000 | 27 |
| Non-managed Assets ($) | $2,104,000 | 821 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,611,000 | 42 |
| 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 | $2,472,000 | 94 |
| Number of Managed Accounts | $2,470,000 | 72 |
| Number of Non-Managed Accounts | $2,000 | 376 |
| Total fiduciary and related assets | $15,763,898,000 | 42 |
| Managed Assets ($) | $15,762,304,000 | 26 |
| Non-managed Assets ($) | $1,594,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,487,000 | 42 |
| 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 | $2,497,000 | 94 |
| Number of Managed Accounts | $2,494,000 | 70 |
| Number of Non-Managed Accounts | $3,000 | 375 |
| Total fiduciary and related assets | $15,648,935,000 | 42 |
| Managed Assets ($) | $15,647,253,000 | 26 |
| Non-managed Assets ($) | $1,682,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,635,000 | 40 |
| 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 | $2,484,000 | 94 |
| Number of Managed Accounts | $2,480,000 | 69 |
| Number of Non-Managed Accounts | $4,000 | 374 |
| Total fiduciary and related assets | $15,329,615,000 | 42 |
| Managed Assets ($) | $15,328,119,000 | 26 |
| Non-managed Assets ($) | $1,496,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,108,000 | 40 |
| 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 | $2,492,000 | 96 |
| Number of Managed Accounts | $2,489,000 | 68 |
| Number of Non-Managed Accounts | $3,000 | 996 |
| Total fiduciary and related assets | $14,044,736,000 | 44 |
| Managed Assets ($) | $14,043,308,000 | 27 |
| Non-managed Assets ($) | $1,428,000 | 878 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,659,000 | 42 |
| 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 | $2,471,000 | 90 |
| Number of Managed Accounts | $2,468,000 | 66 |
| Number of Non-Managed Accounts | $3,000 | 360 |
| Total fiduciary and related assets | $14,173,502,000 | 43 |
| Managed Assets ($) | $14,167,012,000 | 26 |
| Non-managed Assets ($) | $6,490,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,714,000 | 41 |
| 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 | $2,487,000 | 89 |
| Number of Managed Accounts | $2,483,000 | 64 |
| Number of Non-Managed Accounts | $4,000 | 359 |
| Total fiduciary and related assets | $13,035,042,000 | 45 |
| Managed Assets ($) | $13,028,700,000 | 27 |
| Non-managed Assets ($) | $6,342,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,715,000 | 40 |
| 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 | $2,500,000 | 89 |
| Number of Managed Accounts | $2,495,000 | 66 |
| Number of Non-Managed Accounts | $5,000 | 354 |
| Total fiduciary and related assets | $13,067,880,000 | 44 |
| Managed Assets ($) | $13,061,224,000 | 26 |
| Non-managed Assets ($) | $6,656,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,000,000 | 41 |
| 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 | $2,473,000 | 91 |
| Number of Managed Accounts | $2,470,000 | 65 |
| Number of Non-Managed Accounts | $3,000 | 1,011 |
| Total fiduciary and related assets | $13,487,616,000 | 41 |
| Managed Assets ($) | $13,481,482,000 | 24 |
| Non-managed Assets ($) | $6,134,000 | 679 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,292,000 | 35 |
| 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 | $2,409,000 | 90 |
| Number of Managed Accounts | $2,406,000 | 69 |
| Number of Non-Managed Accounts | $3,000 | 379 |
| Total fiduciary and related assets | $13,272,551,000 | 42 |
| Managed Assets ($) | $13,266,635,000 | 26 |
| Non-managed Assets ($) | $5,916,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,900,000 | 36 |
| 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 | $2,380,000 | 92 |
| Number of Managed Accounts | $2,377,000 | 69 |
| Number of Non-Managed Accounts | $3,000 | 382 |
| Total fiduciary and related assets | $13,891,176,000 | 43 |
| Managed Assets ($) | $13,884,541,000 | 26 |
| Non-managed Assets ($) | $6,635,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,877,000 | 35 |
| 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 | $2,373,000 | 91 |
| Number of Managed Accounts | $2,370,000 | 67 |
| Number of Non-Managed Accounts | $3,000 | 388 |
| Total fiduciary and related assets | $13,751,484,000 | 42 |
| Managed Assets ($) | $13,744,843,000 | 26 |
| Non-managed Assets ($) | $6,641,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,181,000 | 36 |
| 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 | $2,357,000 | 95 |
| Number of Managed Accounts | $2,354,000 | 68 |
| Number of Non-Managed Accounts | $3,000 | 1,051 |
| Total fiduciary and related assets | $13,062,267,000 | 46 |
| Managed Assets ($) | $13,055,885,000 | 27 |
| Non-managed Assets ($) | $6,382,000 | 704 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,413,000 | 36 |
| 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 | $2,298,000 | 92 |
| Number of Managed Accounts | $2,295,000 | 68 |
| Number of Non-Managed Accounts | $3,000 | 380 |
| Total fiduciary and related assets | $12,422,533,000 | 47 |
| Managed Assets ($) | $12,416,783,000 | 28 |
| Non-managed Assets ($) | $5,750,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,085,000 | 36 |
| 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 | $2,304,000 | 93 |
| Number of Managed Accounts | $2,301,000 | 69 |
| Number of Non-Managed Accounts | $3,000 | 383 |
| Total fiduciary and related assets | $13,483,506,000 | 43 |
| Managed Assets ($) | $13,474,542,000 | 25 |
| Non-managed Assets ($) | $8,964,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,755,000 | 36 |
| 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 | $2,296,000 | 93 |
| Number of Managed Accounts | $2,293,000 | 68 |
| Number of Non-Managed Accounts | $3,000 | 388 |
| Total fiduciary and related assets | $13,399,373,000 | 43 |
| Managed Assets ($) | $13,393,763,000 | 25 |
| Non-managed Assets ($) | $5,610,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,610,000 | 37 |
| 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 | $2,335,000 | 99 |
| Number of Managed Accounts | $2,332,000 | 72 |
| Number of Non-Managed Accounts | $3,000 | 1,089 |
| Total fiduciary and related assets | $13,552,870,000 | 46 |
| Managed Assets ($) | $13,547,346,000 | 26 |
| Non-managed Assets ($) | $5,524,000 | 725 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,719,000 | 40 |
| 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 | $2,405,000 | 94 |
| Number of Managed Accounts | $2,402,000 | 71 |
| Number of Non-Managed Accounts | $3,000 | 372 |
| Total fiduciary and related assets | $13,939,137,000 | 46 |
| Managed Assets ($) | $13,937,861,000 | 27 |
| Non-managed Assets ($) | $1,276,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,711,000 | 41 |
| 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 | $2,312,000 | 98 |
| Number of Managed Accounts | $2,309,000 | 74 |
| Number of Non-Managed Accounts | $3,000 | 378 |
| Total fiduciary and related assets | $13,774,023,000 | 46 |
| Managed Assets ($) | $13,772,053,000 | 27 |
| Non-managed Assets ($) | $1,970,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,480,000 | 44 |
| 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 | $2,336,000 | 96 |
| Number of Managed Accounts | $2,333,000 | 72 |
| Number of Non-Managed Accounts | $3,000 | 380 |
| Total fiduciary and related assets | $13,720,486,000 | 43 |
| Managed Assets ($) | $13,719,564,000 | 27 |
| Non-managed Assets ($) | $922,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,942,000 | 43 |
| 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 | $2,327,000 | 105 |
| Number of Managed Accounts | $2,324,000 | 73 |
| Number of Non-Managed Accounts | $3,000 | 1,088 |
| Total fiduciary and related assets | $14,081,603,000 | 44 |
| Managed Assets ($) | $14,080,561,000 | 27 |
| Non-managed Assets ($) | $1,042,000 | 974 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,758,000 | 41 |
| 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 | $2,291,000 | 100 |
| Number of Managed Accounts | $2,288,000 | 76 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $13,628,565,000 | 47 |
| Managed Assets ($) | $13,627,173,000 | 27 |
| Non-managed Assets ($) | $1,392,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,662,000 | 43 |
| 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 | $2,330,000 | 100 |
| Number of Managed Accounts | $2,330,000 | 76 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $13,802,275,000 | 52 |
| Managed Assets ($) | $13,802,275,000 | 30 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,433,000 | 44 |
| 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 | $2,332,000 | 102 |
| Number of Managed Accounts | $2,332,000 | 78 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $9,750,790,000 | 61 |
| Managed Assets ($) | $9,750,790,000 | 43 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,124,000 | 42 |
| 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 | $2,309,000 | 102 |
| Number of Managed Accounts | $2,309,000 | 75 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $9,644,025,000 | 59 |
| Managed Assets ($) | $9,644,025,000 | 45 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,373,000 | 42 |
| 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 | $2,316,000 | 97 |
| Number of Managed Accounts | $2,316,000 | 70 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $9,183,057,000 | 59 |
| Managed Assets ($) | $9,183,057,000 | 45 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,925,000 | 42 |
| 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 | $2,345,000 | 98 |
| Number of Managed Accounts | $2,345,000 | 70 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $8,984,491,000 | 62 |
| Managed Assets ($) | $8,984,491,000 | 46 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,430,000 | 44 |
| 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 | $2,352,000 | 94 |
| Number of Managed Accounts | $2,352,000 | 70 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $8,801,501,000 | 63 |
| Managed Assets ($) | $8,801,501,000 | 46 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,928,000 | 44 |
| 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 | $2,359,000 | 101 |
| Number of Managed Accounts | $2,359,000 | 71 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $8,749,156,000 | 62 |
| Managed Assets ($) | $8,749,156,000 | 46 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,365,000 | 46 |
| 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 | $2,349,000 | 100 |
| Number of Managed Accounts | $2,349,000 | 75 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $8,571,019,000 | 66 |
| Managed Assets ($) | $8,571,019,000 | 49 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,313,000 | 49 |
| 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 | $2,359,000 | 102 |
| Number of Managed Accounts | $2,359,000 | 78 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $8,520,676,000 | 70 |
| Managed Assets ($) | $8,520,676,000 | 47 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,659,000 | 50 |
| 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 | $2,350,000 | 103 |
| Number of Managed Accounts | $2,350,000 | 74 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $8,520,252,000 | 69 |
| Managed Assets ($) | $8,520,252,000 | 47 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,669,000 | 49 |
| 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 | $2,337,000 | 109 |
| Number of Managed Accounts | $2,337,000 | 77 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $8,353,865,000 | 71 |
| Managed Assets ($) | $8,353,865,000 | 46 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,225,000 | 50 |
| 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 | $2,341,000 | 103 |
| Number of Managed Accounts | $2,341,000 | 76 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $8,192,942,000 | 71 |
| Managed Assets ($) | $8,192,942,000 | 47 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,315,000 | 50 |
| 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 | $2,364,000 | 102 |
| Number of Managed Accounts | $2,364,000 | 74 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $7,907,588,000 | 69 |
| Managed Assets ($) | $7,907,588,000 | 46 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,293,000 | 49 |
| 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 | $2,383,000 | 107 |
| Number of Managed Accounts | $2,383,000 | 78 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $7,784,579,000 | 73 |
| Managed Assets ($) | $7,784,579,000 | 47 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,204,000 | 51 |
| 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 | $2,379,000 | 115 |
| Number of Managed Accounts | $2,379,000 | 81 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $8,036,113,000 | 73 |
| Managed Assets ($) | $8,036,113,000 | 45 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,925,000 | 47 |
| 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 | $2,380,000 | 104 |
| Number of Managed Accounts | $2,380,000 | 75 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $7,073,780,000 | 73 |
| Managed Assets ($) | $7,073,780,000 | 50 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,269,000 | 47 |
| 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 | $2,385,000 | 106 |
| Number of Managed Accounts | $2,384,000 | 75 |
| Number of Non-Managed Accounts | $1,000 | 424 |
| Total fiduciary and related assets | $7,098,341,000 | 73 |
| Managed Assets ($) | $7,097,080,000 | 48 |
| Non-managed Assets ($) | $1,261,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,004,000 | 47 |
| 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 | $2,399,000 | 106 |
| Number of Managed Accounts | $2,398,000 | 76 |
| Number of Non-Managed Accounts | $1,000 | 431 |
| Total fiduciary and related assets | $7,543,246,000 | 71 |
| Managed Assets ($) | $7,541,987,000 | 49 |
| Non-managed Assets ($) | $1,259,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,880,000 | 47 |
| 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 | $2,411,000 | 118 |
| Number of Managed Accounts | $2,410,000 | 83 |
| Number of Non-Managed Accounts | $1,000 | 1,306 |
| Total fiduciary and related assets | $7,082,087,000 | 75 |
| Managed Assets ($) | $7,080,810,000 | 53 |
| Non-managed Assets ($) | $1,277,000 | 1,045 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,143,000 | 48 |
| 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 | $2,426,000 | 118 |
| Number of Managed Accounts | $2,425,000 | 78 |
| Number of Non-Managed Accounts | $1,000 | 434 |
| Total fiduciary and related assets | $6,955,052,000 | 75 |
| Managed Assets ($) | $6,953,891,000 | 48 |
| Non-managed Assets ($) | $1,161,000 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,965,000 | 48 |
| 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 | $2,442,000 | 117 |
| Number of Managed Accounts | $2,441,000 | 79 |
| Number of Non-Managed Accounts | $1,000 | 440 |
| Total fiduciary and related assets | $6,931,801,000 | 76 |
| Managed Assets ($) | $6,930,746,000 | 50 |
| Non-managed Assets ($) | $1,055,000 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,047,000 | 48 |
| 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 | $2,457,000 | 119 |
| Number of Managed Accounts | $2,456,000 | 82 |
| Number of Non-Managed Accounts | $1,000 | 449 |
| Total fiduciary and related assets | $6,695,562,000 | 77 |
| Managed Assets ($) | $6,694,646,000 | 51 |
| Non-managed Assets ($) | $916,000 | 439 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,458,000 | 49 |
| 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 | $2,454,000 | 124 |
| Number of Managed Accounts | $2,452,000 | 88 |
| Number of Non-Managed Accounts | $2,000 | 1,271 |
| Total fiduciary and related assets | $7,037,768,000 | 75 |
| Managed Assets ($) | $7,036,780,000 | 51 |
| Non-managed Assets ($) | $988,000 | 1,104 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,276,000 | 50 |
| 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 | $2,282,000 | 113 |
| Number of Managed Accounts | $2,282,000 | 84 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $7,669,053,000 | 71 |
| Managed Assets ($) | $7,669,053,000 | 47 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,594,000 | 52 |
| 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 | $73,735,000 | 40 |
| 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 | $51,578,000 | 54 |
| 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 | $43,382,000 | 60 |
| 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 | $36,393,000 | 64 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $28,848,000 | 73 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $25,928,000 | 79 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $25,973,000 | 81 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $24,247,000 | 85 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $25,209,000 | 85 |