Home > Capital One > Fiduciary and Related Services
Capital One, 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 | $3,000 | 959 |
| Number of Managed Accounts | $3,000 | 889 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $816,000 | 930 |
| Managed Assets ($) | $816,000 | 899 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 950 |
| 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 | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 913 |
| 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 | $5,000 | 975 |
| Number of Managed Accounts | $5,000 | 889 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $1,299,000 | 946 |
| Managed Assets ($) | $1,299,000 | 914 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,005 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 968 |
| 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 | $0 | 430 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 430 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 925 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 892 |
| 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 | $8,000 | 914 |
| Number of Managed Accounts | $8,000 | 838 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $1,399,000 | 923 |
| Managed Assets ($) | $1,399,000 | 893 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 928 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 895 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $0 | 409 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 879 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 885 |
| 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 | $10,000 | 918 |
| Number of Managed Accounts | $10,000 | 839 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $3,503,000 | 900 |
| Managed Assets ($) | $3,503,000 | 861 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $702,000 | 525 |
| 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 | $10,000 | 345 |
| Number of Managed Accounts | $10,000 | 334 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $3,519,000 | 345 |
| Managed Assets ($) | $3,519,000 | 335 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $566,000 | 502 |
| 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 | $10,000 | 403 |
| Number of Managed Accounts | $10,000 | 392 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $3,942,000 | 403 |
| Managed Assets ($) | $3,942,000 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $571,000 | 437 |
| 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 | $15,000 | 346 |
| Number of Managed Accounts | $15,000 | 337 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $6,779,000 | 348 |
| Managed Assets ($) | $6,779,000 | 335 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $568,000 | 327 |
| 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 | $3,175,000 | 85 |
| Number of Managed Accounts | $3,175,000 | 66 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $1,242,311,000 | 187 |
| Managed Assets ($) | $1,242,311,000 | 156 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,943,000 | 353 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $707,000 | 466 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $0 | 395 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,000 | 735 |
| 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 | $0 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 402 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,000 | 690 |
| 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 | $33,000 | 842 |
| Number of Managed Accounts | $30,000 | 758 |
| Number of Non-Managed Accounts | $3,000 | 805 |
| Total fiduciary and related assets | $54,162,000 | 651 |
| Managed Assets ($) | $53,938,000 | 600 |
| Non-managed Assets ($) | $224,000 | 834 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,840,000 | 123 |
| 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 | $66,000 | 399 |
| Number of Managed Accounts | $62,000 | 386 |
| Number of Non-Managed Accounts | $4,000 | 365 |
| Total fiduciary and related assets | $135,548,000 | 391 |
| Managed Assets ($) | $119,956,000 | 374 |
| Non-managed Assets ($) | $15,592,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,593,000 | 99 |
| 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 | $1,690,000 | 149 |
| Number of Managed Accounts | $1,474,000 | 130 |
| Number of Non-Managed Accounts | $216,000 | 138 |
| Total fiduciary and related assets | $5,717,092,000 | 71 |
| Managed Assets ($) | $4,219,468,000 | 56 |
| Non-managed Assets ($) | $1,497,624,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,442,000 | 76 |
| 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 | $1,766,000 | 145 |
| Number of Managed Accounts | $1,542,000 | 126 |
| Number of Non-Managed Accounts | $224,000 | 136 |
| Total fiduciary and related assets | $5,919,460,000 | 72 |
| Managed Assets ($) | $4,125,174,000 | 57 |
| Non-managed Assets ($) | $1,794,286,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,950,000 | 81 |
| 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 | $1,801,000 | 143 |
| Number of Managed Accounts | $1,572,000 | 122 |
| Number of Non-Managed Accounts | $229,000 | 159 |
| Total fiduciary and related assets | $6,035,652,000 | 72 |
| Managed Assets ($) | $4,274,195,000 | 57 |
| Non-managed Assets ($) | $1,761,457,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,570,000 | 77 |
| 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 | $1,861,000 | 136 |
| Number of Managed Accounts | $1,618,000 | 122 |
| Number of Non-Managed Accounts | $243,000 | 128 |
| Total fiduciary and related assets | $6,010,534,000 | 72 |
| Managed Assets ($) | $4,229,595,000 | 57 |
| Non-managed Assets ($) | $1,780,939,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,734,000 | 74 |
| 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 | $1,946,000 | 125 |
| Number of Managed Accounts | $1,700,000 | 112 |
| Number of Non-Managed Accounts | $246,000 | 127 |
| Total fiduciary and related assets | $5,877,892,000 | 71 |
| Managed Assets ($) | $4,151,510,000 | 57 |
| Non-managed Assets ($) | $1,726,382,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,849,000 | 72 |
| 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 | $1,989,000 | 118 |
| Number of Managed Accounts | $1,735,000 | 106 |
| Number of Non-Managed Accounts | $254,000 | 126 |
| Total fiduciary and related assets | $5,828,322,000 | 70 |
| Managed Assets ($) | $4,038,300,000 | 57 |
| Non-managed Assets ($) | $1,790,022,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,906,000 | 75 |
| 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 | $2,048,000 | 112 |
| Number of Managed Accounts | $1,793,000 | 102 |
| Number of Non-Managed Accounts | $255,000 | 150 |
| Total fiduciary and related assets | $5,737,144,000 | 70 |
| Managed Assets ($) | $4,019,114,000 | 57 |
| Non-managed Assets ($) | $1,718,030,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,613,000 | 69 |
| 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 | $2,074,000 | 110 |
| Number of Managed Accounts | $1,816,000 | 100 |
| Number of Non-Managed Accounts | $258,000 | 127 |
| Total fiduciary and related assets | $5,614,462,000 | 70 |
| Managed Assets ($) | $4,081,548,000 | 56 |
| Non-managed Assets ($) | $1,532,914,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,539,000 | 69 |
| 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 | $2,069,000 | 111 |
| Number of Managed Accounts | $1,813,000 | 101 |
| Number of Non-Managed Accounts | $256,000 | 127 |
| Total fiduciary and related assets | $6,142,966,000 | 65 |
| Managed Assets ($) | $4,059,984,000 | 55 |
| Non-managed Assets ($) | $2,082,982,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,677,000 | 70 |
| 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 | $2,058,000 | 111 |
| Number of Managed Accounts | $1,827,000 | 102 |
| Number of Non-Managed Accounts | $231,000 | 137 |
| Total fiduciary and related assets | $5,196,882,000 | 72 |
| Managed Assets ($) | $3,962,768,000 | 56 |
| Non-managed Assets ($) | $1,234,114,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,825,000 | 68 |
| 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 | $2,098,000 | 114 |
| Number of Managed Accounts | $1,862,000 | 97 |
| Number of Non-Managed Accounts | $236,000 | 160 |
| Total fiduciary and related assets | $5,574,576,000 | 68 |
| Managed Assets ($) | $3,963,154,000 | 54 |
| Non-managed Assets ($) | $1,611,422,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,965,000 | 70 |
| 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 | $2,151,000 | 109 |
| Number of Managed Accounts | $1,892,000 | 97 |
| Number of Non-Managed Accounts | $259,000 | 125 |
| Total fiduciary and related assets | $5,787,098,000 | 66 |
| Managed Assets ($) | $4,132,924,000 | 53 |
| Non-managed Assets ($) | $1,654,174,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,214,000 | 70 |
| 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 | $2,174,000 | 108 |
| Number of Managed Accounts | $1,903,000 | 98 |
| Number of Non-Managed Accounts | $271,000 | 124 |
| Total fiduciary and related assets | $5,834,186,000 | 68 |
| Managed Assets ($) | $4,150,427,000 | 56 |
| Non-managed Assets ($) | $1,683,759,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,338,000 | 71 |
| 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 | $2,166,000 | 110 |
| Number of Managed Accounts | $1,893,000 | 96 |
| Number of Non-Managed Accounts | $273,000 | 128 |
| Total fiduciary and related assets | $5,701,668,000 | 70 |
| Managed Assets ($) | $4,025,269,000 | 55 |
| Non-managed Assets ($) | $1,676,399,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,556,000 | 71 |
| 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 | $2,507,000 | 98 |
| Number of Managed Accounts | $2,214,000 | 80 |
| Number of Non-Managed Accounts | $293,000 | 151 |
| Total fiduciary and related assets | $5,621,376,000 | 69 |
| Managed Assets ($) | $3,955,193,000 | 55 |
| Non-managed Assets ($) | $1,666,183,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,962,000 | 71 |
| 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 | $2,574,000 | 91 |
| Number of Managed Accounts | $2,242,000 | 78 |
| Number of Non-Managed Accounts | $332,000 | 112 |
| Total fiduciary and related assets | $6,406,958,000 | 64 |
| Managed Assets ($) | $3,967,496,000 | 55 |
| Non-managed Assets ($) | $2,439,462,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,268,000 | 71 |
| 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 | $2,618,000 | 88 |
| Number of Managed Accounts | $2,284,000 | 76 |
| Number of Non-Managed Accounts | $334,000 | 109 |
| Total fiduciary and related assets | $6,410,055,000 | 63 |
| Managed Assets ($) | $3,993,074,000 | 54 |
| Non-managed Assets ($) | $2,416,981,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,181,000 | 72 |
| 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 | $2,680,000 | 89 |
| Number of Managed Accounts | $2,341,000 | 76 |
| Number of Non-Managed Accounts | $339,000 | 115 |
| Total fiduciary and related assets | $6,153,080,000 | 64 |
| Managed Assets ($) | $3,765,397,000 | 56 |
| Non-managed Assets ($) | $2,387,683,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,611,000 | 73 |
| 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 | $2,761,000 | 92 |
| Number of Managed Accounts | $2,412,000 | 75 |
| Number of Non-Managed Accounts | $349,000 | 130 |
| Total fiduciary and related assets | $6,030,482,000 | 63 |
| Managed Assets ($) | $3,679,152,000 | 55 |
| Non-managed Assets ($) | $2,351,330,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,594,000 | 68 |
| 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 | $2,782,000 | 88 |
| Number of Managed Accounts | $2,438,000 | 73 |
| Number of Non-Managed Accounts | $344,000 | 112 |
| Total fiduciary and related assets | $5,843,359,000 | 65 |
| Managed Assets ($) | $3,624,886,000 | 55 |
| Non-managed Assets ($) | $2,218,473,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,902,000 | 67 |
| 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 | $2,799,000 | 88 |
| Number of Managed Accounts | $2,445,000 | 72 |
| Number of Non-Managed Accounts | $354,000 | 111 |
| Total fiduciary and related assets | $5,898,658,000 | 64 |
| Managed Assets ($) | $3,656,172,000 | 56 |
| Non-managed Assets ($) | $2,242,486,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,863,000 | 67 |
| 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 | $2,776,000 | 85 |
| Number of Managed Accounts | $2,403,000 | 71 |
| Number of Non-Managed Accounts | $373,000 | 111 |
| Total fiduciary and related assets | $5,876,796,000 | 64 |
| Managed Assets ($) | $3,678,489,000 | 55 |
| Non-managed Assets ($) | $2,198,307,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,845,000 | 67 |
| 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 | $2,821,000 | 83 |
| Number of Managed Accounts | $2,435,000 | 69 |
| Number of Non-Managed Accounts | $386,000 | 130 |
| Total fiduciary and related assets | $5,645,379,000 | 64 |
| Managed Assets ($) | $3,317,004,000 | 57 |
| Non-managed Assets ($) | $2,328,375,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,705,000 | 68 |
| 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 | $2,805,000 | 82 |
| Number of Managed Accounts | $2,426,000 | 68 |
| Number of Non-Managed Accounts | $379,000 | 108 |
| Total fiduciary and related assets | $5,451,367,000 | 64 |
| Managed Assets ($) | $3,374,213,000 | 54 |
| Non-managed Assets ($) | $2,077,154,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,286,000 | 67 |
| 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 | $2,845,000 | 80 |
| Number of Managed Accounts | $2,465,000 | 66 |
| Number of Non-Managed Accounts | $380,000 | 109 |
| Total fiduciary and related assets | $5,323,939,000 | 64 |
| Managed Assets ($) | $3,375,062,000 | 54 |
| Non-managed Assets ($) | $1,948,877,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,613,000 | 66 |
| 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 | $2,893,000 | 80 |
| Number of Managed Accounts | $2,509,000 | 64 |
| Number of Non-Managed Accounts | $384,000 | 108 |
| Total fiduciary and related assets | $5,412,968,000 | 64 |
| Managed Assets ($) | $3,456,606,000 | 53 |
| Non-managed Assets ($) | $1,956,362,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,884,000 | 64 |
| 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 | $2,957,000 | 82 |
| Number of Managed Accounts | $2,562,000 | 63 |
| Number of Non-Managed Accounts | $395,000 | 129 |
| Total fiduciary and related assets | $5,200,058,000 | 63 |
| Managed Assets ($) | $3,379,976,000 | 53 |
| Non-managed Assets ($) | $1,820,082,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,821,000 | 54 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,018,000 | 80 |
| Number of Managed Accounts | $2,625,000 | 64 |
| Number of Non-Managed Accounts | $393,000 | 108 |
| Total fiduciary and related assets | $4,934,341,000 | 65 |
| Managed Assets ($) | $3,133,284,000 | 58 |
| Non-managed Assets ($) | $1,801,057,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,265,000 | 54 |
| 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 | $2,998,000 | 82 |
| Number of Managed Accounts | $2,580,000 | 65 |
| Number of Non-Managed Accounts | $418,000 | 108 |
| Total fiduciary and related assets | $5,157,502,000 | 68 |
| Managed Assets ($) | $3,306,129,000 | 60 |
| Non-managed Assets ($) | $1,851,373,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,095,000 | 57 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,024,000 | 81 |
| Number of Managed Accounts | $2,608,000 | 63 |
| Number of Non-Managed Accounts | $416,000 | 108 |
| Total fiduciary and related assets | $4,784,418,000 | 68 |
| Managed Assets ($) | $3,340,793,000 | 58 |
| Non-managed Assets ($) | $1,443,625,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,021,000 | 55 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,030,000 | 84 |
| Number of Managed Accounts | $2,622,000 | 62 |
| Number of Non-Managed Accounts | $408,000 | 132 |
| Total fiduciary and related assets | $4,727,208,000 | 69 |
| Managed Assets ($) | $3,322,717,000 | 58 |
| Non-managed Assets ($) | $1,404,491,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,578,000 | 56 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,095,000 | 79 |
| Number of Managed Accounts | $2,670,000 | 61 |
| Number of Non-Managed Accounts | $425,000 | 110 |
| Total fiduciary and related assets | $4,617,562,000 | 67 |
| Managed Assets ($) | $3,240,832,000 | 57 |
| Non-managed Assets ($) | $1,376,730,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,911,000 | 56 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,222,000 | 80 |
| Number of Managed Accounts | $2,734,000 | 59 |
| Number of Non-Managed Accounts | $488,000 | 103 |
| Total fiduciary and related assets | $4,493,179,000 | 67 |
| Managed Assets ($) | $3,163,850,000 | 58 |
| Non-managed Assets ($) | $1,329,329,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,240,000 | 56 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,784,000 | 72 |
| Number of Managed Accounts | $2,740,000 | 58 |
| Number of Non-Managed Accounts | $1,044,000 | 68 |
| Total fiduciary and related assets | $4,563,237,000 | 68 |
| Managed Assets ($) | $3,246,293,000 | 56 |
| Non-managed Assets ($) | $1,316,944,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,365,000 | 54 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,800,000 | 78 |
| Number of Managed Accounts | $2,750,000 | 61 |
| Number of Non-Managed Accounts | $1,050,000 | 77 |
| Total fiduciary and related assets | $4,939,326,000 | 68 |
| Managed Assets ($) | $3,231,922,000 | 57 |
| Non-managed Assets ($) | $1,707,404,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,961,000 | 53 |
| 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 | $4,038,000 | 73 |
| Number of Managed Accounts | $2,813,000 | 59 |
| Number of Non-Managed Accounts | $1,225,000 | 61 |
| Total fiduciary and related assets | $5,229,378,000 | 66 |
| Managed Assets ($) | $3,503,966,000 | 57 |
| Non-managed Assets ($) | $1,725,412,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,521,000 | 54 |
| 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 | $4,104,000 | 74 |
| Number of Managed Accounts | $2,861,000 | 61 |
| Number of Non-Managed Accounts | $1,243,000 | 60 |
| Total fiduciary and related assets | $5,132,959,000 | 66 |
| Managed Assets ($) | $3,394,372,000 | 56 |
| Non-managed Assets ($) | $1,738,587,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,709,000 | 55 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,195,000 | 69 |
| Number of Managed Accounts | $2,908,000 | 60 |
| Number of Non-Managed Accounts | $1,287,000 | 56 |
| Total fiduciary and related assets | $4,976,379,000 | 67 |
| Managed Assets ($) | $3,297,591,000 | 56 |
| Non-managed Assets ($) | $1,678,788,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,048,000 | 54 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,327,000 | 72 |
| Number of Managed Accounts | $2,904,000 | 61 |
| Number of Non-Managed Accounts | $1,423,000 | 65 |
| Total fiduciary and related assets | $5,273,186,000 | 67 |
| Managed Assets ($) | $3,353,327,000 | 56 |
| Non-managed Assets ($) | $1,919,859,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,180,000 | 52 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,426,000 | 65 |
| Number of Managed Accounts | $2,965,000 | 61 |
| Number of Non-Managed Accounts | $1,461,000 | 59 |
| Total fiduciary and related assets | $5,923,194,000 | 69 |
| Managed Assets ($) | $3,635,386,000 | 56 |
| Non-managed Assets ($) | $2,287,808,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,081,000 | 54 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,365,000 | 69 |
| Number of Managed Accounts | $2,912,000 | 63 |
| Number of Non-Managed Accounts | $1,453,000 | 62 |
| Total fiduciary and related assets | $6,181,360,000 | 73 |
| Managed Assets ($) | $3,740,529,000 | 59 |
| Non-managed Assets ($) | $2,440,831,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,683,000 | 56 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,458,000 | 65 |
| Number of Managed Accounts | $2,962,000 | 64 |
| Number of Non-Managed Accounts | $1,496,000 | 60 |
| Total fiduciary and related assets | $6,252,956,000 | 74 |
| Managed Assets ($) | $3,838,324,000 | 58 |
| Non-managed Assets ($) | $2,414,632,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,473,000 | 56 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,564,000 | 69 |
| Number of Managed Accounts | $2,988,000 | 62 |
| Number of Non-Managed Accounts | $1,576,000 | 61 |
| Total fiduciary and related assets | $6,892,272,000 | 69 |
| Managed Assets ($) | $3,783,047,000 | 60 |
| Non-managed Assets ($) | $3,109,225,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,002,000 | 56 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,569,000 | 64 |
| Number of Managed Accounts | $3,002,000 | 60 |
| Number of Non-Managed Accounts | $1,567,000 | 56 |
| Total fiduciary and related assets | $7,976,054,000 | 65 |
| Managed Assets ($) | $4,859,581,000 | 55 |
| Non-managed Assets ($) | $3,116,473,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,205,000 | 55 |
| 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 | $2,862,000 | 87 |
| Number of Managed Accounts | $2,444,000 | 68 |
| Number of Non-Managed Accounts | $418,000 | 122 |
| Total fiduciary and related assets | $4,994,725,000 | 76 |
| Managed Assets ($) | $3,179,136,000 | 64 |
| Non-managed Assets ($) | $1,815,589,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,071,000 | 65 |
| 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 | $2,915,000 | 84 |
| Number of Managed Accounts | $2,497,000 | 66 |
| Number of Non-Managed Accounts | $418,000 | 118 |
| Total fiduciary and related assets | $5,053,276,000 | 76 |
| Managed Assets ($) | $3,284,936,000 | 63 |
| Non-managed Assets ($) | $1,768,340,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,511,000 | 65 |
| 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 | $2,918,000 | 88 |
| Number of Managed Accounts | $2,502,000 | 65 |
| Number of Non-Managed Accounts | $416,000 | 143 |
| Total fiduciary and related assets | $4,941,493,000 | 76 |
| Managed Assets ($) | $3,199,310,000 | 63 |
| Non-managed Assets ($) | $1,742,183,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,687,000 | 64 |
| 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 | $2,911,000 | 91 |
| Number of Managed Accounts | $2,487,000 | 70 |
| Number of Non-Managed Accounts | $424,000 | 118 |
| Total fiduciary and related assets | $5,511,849,000 | 78 |
| Managed Assets ($) | $3,717,159,000 | 63 |
| Non-managed Assets ($) | $1,794,690,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,261,000 | 67 |
| 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 | $2,888,000 | 95 |
| Number of Managed Accounts | $2,464,000 | 74 |
| Number of Non-Managed Accounts | $424,000 | 124 |
| Total fiduciary and related assets | $5,571,279,000 | 81 |
| Managed Assets ($) | $3,821,800,000 | 67 |
| Non-managed Assets ($) | $1,749,479,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,296,000 | 70 |
| 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 | $2,903,000 | 95 |
| Number of Managed Accounts | $2,475,000 | 71 |
| Number of Non-Managed Accounts | $428,000 | 125 |
| Total fiduciary and related assets | $5,590,584,000 | 81 |
| Managed Assets ($) | $3,851,549,000 | 66 |
| Non-managed Assets ($) | $1,739,035,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,019,000 | 67 |
| 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 | $2,916,000 | 100 |
| Number of Managed Accounts | $2,487,000 | 74 |
| Number of Non-Managed Accounts | $429,000 | 146 |
| Total fiduciary and related assets | $5,412,673,000 | 82 |
| Managed Assets ($) | $3,823,281,000 | 68 |
| Non-managed Assets ($) | $1,589,392,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,152,000 | 201 |
| 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 | $2,911,000 | 94 |
| Number of Managed Accounts | $2,480,000 | 73 |
| Number of Non-Managed Accounts | $431,000 | 121 |
| Total fiduciary and related assets | $6,343,039,000 | 80 |
| Managed Assets ($) | $4,725,626,000 | 63 |
| Non-managed Assets ($) | $1,617,413,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,510,000 | 69 |
| 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 | $2,952,000 | 93 |
| Number of Managed Accounts | $2,524,000 | 72 |
| Number of Non-Managed Accounts | $428,000 | 124 |
| Total fiduciary and related assets | $6,239,727,000 | 77 |
| Managed Assets ($) | $4,630,255,000 | 61 |
| Non-managed Assets ($) | $1,609,472,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,550,000 | 69 |
| 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 | $3,028,000 | 95 |
| Number of Managed Accounts | $2,582,000 | 73 |
| Number of Non-Managed Accounts | $446,000 | 127 |
| Total fiduciary and related assets | $6,292,731,000 | 77 |
| Managed Assets ($) | $4,698,031,000 | 64 |
| Non-managed Assets ($) | $1,594,700,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,777,000 | 71 |
| 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 | $3,021,000 | 102 |
| Number of Managed Accounts | $2,569,000 | 78 |
| Number of Non-Managed Accounts | $452,000 | 154 |
| Total fiduciary and related assets | $6,412,198,000 | 78 |
| Managed Assets ($) | $4,685,036,000 | 65 |
| Non-managed Assets ($) | $1,727,162,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,273,000 | 69 |
| 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 | $3,046,000 | 95 |
| Number of Managed Accounts | $2,587,000 | 74 |
| Number of Non-Managed Accounts | $459,000 | 127 |
| Total fiduciary and related assets | $6,252,101,000 | 77 |
| Managed Assets ($) | $4,618,486,000 | 64 |
| Non-managed Assets ($) | $1,633,615,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,892,000 | 68 |
| 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 | $3,162,000 | 92 |
| Number of Managed Accounts | $2,688,000 | 71 |
| Number of Non-Managed Accounts | $474,000 | 127 |
| Total fiduciary and related assets | $6,341,856,000 | 77 |
| Managed Assets ($) | $4,708,595,000 | 64 |
| Non-managed Assets ($) | $1,633,261,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,053,000 | 71 |
| 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 | $3,171,000 | 94 |
| Number of Managed Accounts | $2,694,000 | 71 |
| Number of Non-Managed Accounts | $477,000 | 127 |
| Total fiduciary and related assets | $6,537,063,000 | 76 |
| Managed Assets ($) | $4,897,619,000 | 64 |
| Non-managed Assets ($) | $1,639,444,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,172,000 | 71 |
| 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 | $3,187,000 | 99 |
| Number of Managed Accounts | $2,692,000 | 78 |
| Number of Non-Managed Accounts | $495,000 | 153 |
| Total fiduciary and related assets | $6,405,282,000 | 76 |
| Managed Assets ($) | $4,804,713,000 | 65 |
| Non-managed Assets ($) | $1,600,569,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,520,000 | 72 |
| 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 | $3,184,000 | 97 |
| Number of Managed Accounts | $2,681,000 | 73 |
| Number of Non-Managed Accounts | $503,000 | 139 |
| Total fiduciary and related assets | $5,897,281,000 | 79 |
| Managed Assets ($) | $4,631,851,000 | 65 |
| Non-managed Assets ($) | $1,265,430,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,539,000 | 74 |
| 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 | $3,195,000 | 98 |
| Number of Managed Accounts | $2,677,000 | 74 |
| Number of Non-Managed Accounts | $518,000 | 134 |
| Total fiduciary and related assets | $5,880,283,000 | 80 |
| Managed Assets ($) | $4,637,520,000 | 66 |
| Non-managed Assets ($) | $1,242,763,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,624,000 | 74 |
| 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 | $3,217,000 | 100 |
| Number of Managed Accounts | $2,688,000 | 78 |
| Number of Non-Managed Accounts | $529,000 | 130 |
| Total fiduciary and related assets | $5,511,257,000 | 83 |
| Managed Assets ($) | $4,348,792,000 | 65 |
| Non-managed Assets ($) | $1,162,465,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,068,000 | 73 |
| 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 | $3,269,000 | 100 |
| Number of Managed Accounts | $2,703,000 | 81 |
| Number of Non-Managed Accounts | $566,000 | 142 |
| Total fiduciary and related assets | $5,518,798,000 | 80 |
| Managed Assets ($) | $4,295,916,000 | 64 |
| Non-managed Assets ($) | $1,222,882,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,394,000 | 72 |
| 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 | $3,416,000 | 89 |
| Number of Managed Accounts | $2,749,000 | 74 |
| Number of Non-Managed Accounts | $667,000 | 122 |
| Total fiduciary and related assets | $6,040,958,000 | 76 |
| Managed Assets ($) | $4,621,874,000 | 62 |
| Non-managed Assets ($) | $1,419,084,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,851,000 | 72 |
| 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 | $26,906,000 | 70 |
| 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 | $23,190,000 | 88 |
| 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 | $15,135,000 | 106 |
| 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 | $13,829,000 | 112 |
| 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 | $12,630,000 | 122 |
| 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 | $11,705,000 | 137 |
| 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 | $12,420,000 | 136 |
| 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 | $12,692,000 | 131 |
| 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 | $11,743,000 | 133 |