Home > Country Trust Bank > Fiduciary and Related Services
Country Trust Bank, 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 | $46,012,000 | 17 |
| Number of Managed Accounts | $44,572,000 | 11 |
| Number of Non-Managed Accounts | $1,440,000 | 55 |
| Total fiduciary and related assets | $23,044,779,000 | 52 |
| Managed Assets ($) | $17,967,378,000 | 33 |
| Non-managed Assets ($) | $5,077,401,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,020,000 | 52 |
| 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 | $46,209,000 | 16 |
| Number of Managed Accounts | $44,745,000 | 11 |
| Number of Non-Managed Accounts | $1,464,000 | 53 |
| Total fiduciary and related assets | $21,888,703,000 | 51 |
| Managed Assets ($) | $16,990,357,000 | 34 |
| Non-managed Assets ($) | $4,898,346,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,160,000 | 55 |
| 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 | $47,378,000 | 16 |
| Number of Managed Accounts | $45,893,000 | 11 |
| Number of Non-Managed Accounts | $1,485,000 | 53 |
| Total fiduciary and related assets | $21,888,230,000 | 55 |
| Managed Assets ($) | $17,037,269,000 | 35 |
| Non-managed Assets ($) | $4,850,961,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,842,000 | 56 |
| 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 | $48,304,000 | 16 |
| Number of Managed Accounts | $46,785,000 | 11 |
| Number of Non-Managed Accounts | $1,519,000 | 52 |
| Total fiduciary and related assets | $21,443,325,000 | 53 |
| Managed Assets ($) | $16,690,696,000 | 35 |
| Non-managed Assets ($) | $4,752,629,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $69,653,000 | 51 |
| 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 | $48,649,000 | 16 |
| Number of Managed Accounts | $47,144,000 | 11 |
| Number of Non-Managed Accounts | $1,505,000 | 52 |
| Total fiduciary and related assets | $20,688,857,000 | 52 |
| Managed Assets ($) | $16,076,916,000 | 34 |
| Non-managed Assets ($) | $4,611,941,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,809,000 | 52 |
| 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 | $48,844,000 | 14 |
| Number of Managed Accounts | $47,369,000 | 10 |
| Number of Non-Managed Accounts | $1,475,000 | 44 |
| Total fiduciary and related assets | $21,678,689,000 | 42 |
| Managed Assets ($) | $16,927,774,000 | 29 |
| Non-managed Assets ($) | $4,750,915,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,124,000 | 43 |
| 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 | $48,645,000 | 14 |
| Number of Managed Accounts | $47,170,000 | 11 |
| Number of Non-Managed Accounts | $1,475,000 | 45 |
| Total fiduciary and related assets | $23,790,596,000 | 42 |
| Managed Assets ($) | $18,627,965,000 | 29 |
| Non-managed Assets ($) | $5,162,631,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,098,000 | 43 |
| 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 | $48,923,000 | 14 |
| Number of Managed Accounts | $46,759,000 | 10 |
| Number of Non-Managed Accounts | $2,164,000 | 37 |
| Total fiduciary and related assets | $24,955,975,000 | 41 |
| Managed Assets ($) | $19,569,311,000 | 29 |
| Non-managed Assets ($) | $5,386,664,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $73,070,000 | 42 |
| 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 | $48,398,000 | 14 |
| Number of Managed Accounts | $46,220,000 | 10 |
| Number of Non-Managed Accounts | $2,178,000 | 36 |
| Total fiduciary and related assets | $24,353,119,000 | 40 |
| Managed Assets ($) | $19,364,523,000 | 29 |
| Non-managed Assets ($) | $4,988,596,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,713,000 | 43 |
| 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 | $47,798,000 | 16 |
| Number of Managed Accounts | $45,600,000 | 10 |
| Number of Non-Managed Accounts | $2,198,000 | 37 |
| Total fiduciary and related assets | $24,498,840,000 | 40 |
| Managed Assets ($) | $19,496,336,000 | 29 |
| Non-managed Assets ($) | $5,002,504,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,232,000 | 43 |
| 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 | $47,055,000 | 16 |
| Number of Managed Accounts | $44,790,000 | 10 |
| Number of Non-Managed Accounts | $2,265,000 | 37 |
| Total fiduciary and related assets | $23,294,846,000 | 40 |
| Managed Assets ($) | $18,482,576,000 | 29 |
| Non-managed Assets ($) | $4,812,270,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,057,000 | 44 |
| 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 | $46,369,000 | 16 |
| Number of Managed Accounts | $44,089,000 | 10 |
| Number of Non-Managed Accounts | $2,280,000 | 38 |
| Total fiduciary and related assets | $23,088,857,000 | 41 |
| Managed Assets ($) | $18,311,984,000 | 29 |
| Non-managed Assets ($) | $4,776,873,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,158,000 | 43 |
| 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 | $46,280,000 | 16 |
| Number of Managed Accounts | $44,002,000 | 10 |
| Number of Non-Managed Accounts | $2,278,000 | 36 |
| Total fiduciary and related assets | $35,922,600,000 | 34 |
| Managed Assets ($) | $30,727,071,000 | 21 |
| Non-managed Assets ($) | $5,195,529,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,733,000 | 43 |
| 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 | $46,359,000 | 16 |
| Number of Managed Accounts | $44,064,000 | 10 |
| Number of Non-Managed Accounts | $2,295,000 | 36 |
| Total fiduciary and related assets | $23,023,320,000 | 39 |
| Managed Assets ($) | $17,880,414,000 | 27 |
| Non-managed Assets ($) | $5,142,906,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,079,000 | 44 |
| 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 | $46,283,000 | 16 |
| Number of Managed Accounts | $43,971,000 | 10 |
| Number of Non-Managed Accounts | $2,312,000 | 36 |
| Total fiduciary and related assets | $21,398,588,000 | 38 |
| Managed Assets ($) | $20,216,388,000 | 23 |
| Non-managed Assets ($) | $1,182,200,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,326,000 | 45 |
| 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 | $45,408,000 | 16 |
| Number of Managed Accounts | $43,103,000 | 10 |
| Number of Non-Managed Accounts | $2,305,000 | 38 |
| Total fiduciary and related assets | $22,788,292,000 | 39 |
| Managed Assets ($) | $21,392,373,000 | 25 |
| Non-managed Assets ($) | $1,395,919,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,535,000 | 45 |
| 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 | $44,727,000 | 16 |
| Number of Managed Accounts | $42,436,000 | 11 |
| Number of Non-Managed Accounts | $2,291,000 | 37 |
| Total fiduciary and related assets | $22,199,424,000 | 41 |
| Managed Assets ($) | $20,888,615,000 | 26 |
| Non-managed Assets ($) | $1,310,809,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,790,000 | 46 |
| 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 | $44,285,000 | 17 |
| Number of Managed Accounts | $42,014,000 | 10 |
| Number of Non-Managed Accounts | $2,271,000 | 39 |
| Total fiduciary and related assets | $21,857,053,000 | 41 |
| Managed Assets ($) | $20,571,856,000 | 26 |
| Non-managed Assets ($) | $1,285,197,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,652,000 | 46 |
| 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 | $43,882,000 | 17 |
| Number of Managed Accounts | $41,576,000 | 11 |
| Number of Non-Managed Accounts | $2,306,000 | 39 |
| Total fiduciary and related assets | $21,238,553,000 | 42 |
| Managed Assets ($) | $19,999,400,000 | 26 |
| Non-managed Assets ($) | $1,239,153,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,588,000 | 46 |
| 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 | $43,547,000 | 17 |
| Number of Managed Accounts | $41,266,000 | 11 |
| Number of Non-Managed Accounts | $2,281,000 | 41 |
| Total fiduciary and related assets | $20,122,829,000 | 42 |
| Managed Assets ($) | $19,001,742,000 | 26 |
| Non-managed Assets ($) | $1,121,087,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,076,000 | 47 |
| 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 | $42,753,000 | 18 |
| Number of Managed Accounts | $40,525,000 | 11 |
| Number of Non-Managed Accounts | $2,228,000 | 39 |
| Total fiduciary and related assets | $20,695,067,000 | 42 |
| Managed Assets ($) | $19,440,482,000 | 26 |
| Non-managed Assets ($) | $1,254,585,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,971,000 | 46 |
| 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 | $42,330,000 | 17 |
| Number of Managed Accounts | $40,077,000 | 11 |
| Number of Non-Managed Accounts | $2,253,000 | 39 |
| Total fiduciary and related assets | $21,260,478,000 | 41 |
| Managed Assets ($) | $19,379,429,000 | 26 |
| Non-managed Assets ($) | $1,881,049,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,506,000 | 46 |
| 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 | $41,189,000 | 18 |
| Number of Managed Accounts | $38,930,000 | 11 |
| Number of Non-Managed Accounts | $2,259,000 | 41 |
| Total fiduciary and related assets | $21,185,129,000 | 41 |
| Managed Assets ($) | $19,307,802,000 | 26 |
| Non-managed Assets ($) | $1,877,327,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,171,000 | 47 |
| 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 | $39,829,000 | 18 |
| Number of Managed Accounts | $37,595,000 | 11 |
| Number of Non-Managed Accounts | $2,234,000 | 44 |
| Total fiduciary and related assets | $21,342,300,000 | 40 |
| Managed Assets ($) | $19,437,796,000 | 26 |
| Non-managed Assets ($) | $1,904,504,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,229,000 | 46 |
| 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 | $38,885,000 | 18 |
| Number of Managed Accounts | $36,673,000 | 11 |
| Number of Non-Managed Accounts | $2,212,000 | 41 |
| Total fiduciary and related assets | $20,270,279,000 | 41 |
| Managed Assets ($) | $18,433,547,000 | 25 |
| Non-managed Assets ($) | $1,836,732,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,462,000 | 46 |
| 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 | $38,319,000 | 19 |
| Number of Managed Accounts | $36,128,000 | 11 |
| Number of Non-Managed Accounts | $2,191,000 | 40 |
| Total fiduciary and related assets | $20,422,756,000 | 40 |
| Managed Assets ($) | $18,666,772,000 | 25 |
| Non-managed Assets ($) | $1,755,984,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,310,000 | 47 |
| 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 | $37,454,000 | 19 |
| Number of Managed Accounts | $35,306,000 | 11 |
| Number of Non-Managed Accounts | $2,148,000 | 43 |
| Total fiduciary and related assets | $20,031,312,000 | 41 |
| Managed Assets ($) | $18,334,594,000 | 25 |
| Non-managed Assets ($) | $1,696,718,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,410,000 | 47 |
| 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 | $36,666,000 | 20 |
| Number of Managed Accounts | $34,503,000 | 11 |
| Number of Non-Managed Accounts | $2,163,000 | 45 |
| Total fiduciary and related assets | $19,521,334,000 | 41 |
| Managed Assets ($) | $17,909,470,000 | 25 |
| Non-managed Assets ($) | $1,611,864,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,188,000 | 50 |
| 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 | $36,216,000 | 20 |
| Number of Managed Accounts | $34,080,000 | 11 |
| Number of Non-Managed Accounts | $2,136,000 | 45 |
| Total fiduciary and related assets | $20,959,326,000 | 39 |
| Managed Assets ($) | $19,364,502,000 | 25 |
| Non-managed Assets ($) | $1,594,824,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,210,000 | 50 |
| 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 | $35,880,000 | 20 |
| Number of Managed Accounts | $33,772,000 | 11 |
| Number of Non-Managed Accounts | $2,108,000 | 45 |
| Total fiduciary and related assets | $19,304,170,000 | 40 |
| Managed Assets ($) | $17,805,899,000 | 25 |
| Non-managed Assets ($) | $1,498,271,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,421,000 | 53 |
| 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 | $35,561,000 | 20 |
| Number of Managed Accounts | $33,434,000 | 11 |
| Number of Non-Managed Accounts | $2,127,000 | 44 |
| Total fiduciary and related assets | $18,940,248,000 | 40 |
| Managed Assets ($) | $17,467,404,000 | 25 |
| Non-managed Assets ($) | $1,472,844,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,045,000 | 53 |
| 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 | $34,997,000 | 20 |
| Number of Managed Accounts | $32,892,000 | 11 |
| Number of Non-Managed Accounts | $2,105,000 | 45 |
| Total fiduciary and related assets | $19,450,502,000 | 38 |
| Managed Assets ($) | $17,901,801,000 | 24 |
| Non-managed Assets ($) | $1,548,701,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,421,000 | 53 |
| 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 | $34,317,000 | 20 |
| Number of Managed Accounts | $32,222,000 | 11 |
| Number of Non-Managed Accounts | $2,095,000 | 44 |
| Total fiduciary and related assets | $18,240,783,000 | 38 |
| Managed Assets ($) | $17,400,331,000 | 24 |
| Non-managed Assets ($) | $840,452,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,837,000 | 53 |
| 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 | $33,459,000 | 20 |
| Number of Managed Accounts | $31,362,000 | 12 |
| Number of Non-Managed Accounts | $2,097,000 | 43 |
| Total fiduciary and related assets | $18,548,028,000 | 39 |
| Managed Assets ($) | $17,659,402,000 | 25 |
| Non-managed Assets ($) | $888,626,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,539,000 | 55 |
| 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 | $32,524,000 | 19 |
| Number of Managed Accounts | $30,398,000 | 11 |
| Number of Non-Managed Accounts | $2,126,000 | 43 |
| Total fiduciary and related assets | $18,702,158,000 | 39 |
| Managed Assets ($) | $17,800,510,000 | 25 |
| Non-managed Assets ($) | $901,648,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,105,000 | 56 |
| 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 | $31,379,000 | 21 |
| Number of Managed Accounts | $29,253,000 | 11 |
| Number of Non-Managed Accounts | $2,126,000 | 47 |
| Total fiduciary and related assets | $18,288,844,000 | 39 |
| Managed Assets ($) | $17,416,050,000 | 25 |
| Non-managed Assets ($) | $872,794,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,273,000 | 49 |
| 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 | $30,571,000 | 21 |
| Number of Managed Accounts | $28,437,000 | 11 |
| Number of Non-Managed Accounts | $2,134,000 | 45 |
| Total fiduciary and related assets | $17,882,863,000 | 40 |
| Managed Assets ($) | $17,034,279,000 | 26 |
| Non-managed Assets ($) | $848,584,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,996,000 | 49 |
| 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 | $29,969,000 | 22 |
| Number of Managed Accounts | $27,813,000 | 11 |
| Number of Non-Managed Accounts | $2,156,000 | 43 |
| Total fiduciary and related assets | $18,398,945,000 | 39 |
| Managed Assets ($) | $17,544,425,000 | 25 |
| Non-managed Assets ($) | $854,520,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,056,000 | 50 |
| 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 | $29,047,000 | 24 |
| Number of Managed Accounts | $26,851,000 | 11 |
| Number of Non-Managed Accounts | $2,196,000 | 45 |
| Total fiduciary and related assets | $17,365,929,000 | 41 |
| Managed Assets ($) | $16,529,015,000 | 26 |
| Non-managed Assets ($) | $836,914,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,191,000 | 52 |
| 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 | $28,239,000 | 23 |
| Number of Managed Accounts | $26,021,000 | 10 |
| Number of Non-Managed Accounts | $2,218,000 | 44 |
| Total fiduciary and related assets | $16,905,064,000 | 41 |
| Managed Assets ($) | $16,080,637,000 | 26 |
| Non-managed Assets ($) | $824,427,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,676,000 | 51 |
| 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 | $26,793,000 | 25 |
| Number of Managed Accounts | $24,271,000 | 11 |
| Number of Non-Managed Accounts | $2,522,000 | 43 |
| Total fiduciary and related assets | $16,302,068,000 | 41 |
| Managed Assets ($) | $15,511,222,000 | 27 |
| Non-managed Assets ($) | $790,846,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,502,000 | 52 |
| 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 | $25,961,000 | 25 |
| Number of Managed Accounts | $23,231,000 | 11 |
| Number of Non-Managed Accounts | $2,730,000 | 40 |
| Total fiduciary and related assets | $16,085,787,000 | 40 |
| Managed Assets ($) | $15,324,391,000 | 27 |
| Non-managed Assets ($) | $761,396,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,888,000 | 52 |
| 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 | $24,884,000 | 26 |
| Number of Managed Accounts | $22,107,000 | 13 |
| Number of Non-Managed Accounts | $2,777,000 | 39 |
| Total fiduciary and related assets | $15,866,022,000 | 40 |
| Managed Assets ($) | $15,109,615,000 | 27 |
| Non-managed Assets ($) | $756,407,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,702,000 | 50 |
| 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 | $23,609,000 | 26 |
| Number of Managed Accounts | $20,958,000 | 14 |
| Number of Non-Managed Accounts | $2,651,000 | 43 |
| Total fiduciary and related assets | $15,219,427,000 | 41 |
| Managed Assets ($) | $14,499,345,000 | 26 |
| Non-managed Assets ($) | $720,082,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,528,000 | 54 |
| 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 | $22,906,000 | 26 |
| Number of Managed Accounts | $20,219,000 | 14 |
| Number of Non-Managed Accounts | $2,687,000 | 38 |
| Total fiduciary and related assets | $14,544,751,000 | 41 |
| Managed Assets ($) | $13,832,768,000 | 27 |
| Non-managed Assets ($) | $711,983,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,131,000 | 57 |
| 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 | $22,350,000 | 25 |
| Number of Managed Accounts | $19,628,000 | 13 |
| Number of Non-Managed Accounts | $2,722,000 | 39 |
| Total fiduciary and related assets | $14,232,498,000 | 40 |
| Managed Assets ($) | $13,547,024,000 | 25 |
| Non-managed Assets ($) | $685,474,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,162,000 | 57 |
| 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 | $21,407,000 | 26 |
| Number of Managed Accounts | $18,657,000 | 15 |
| Number of Non-Managed Accounts | $2,750,000 | 38 |
| Total fiduciary and related assets | $14,264,381,000 | 41 |
| Managed Assets ($) | $13,568,362,000 | 25 |
| Non-managed Assets ($) | $696,019,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,478,000 | 56 |
| 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 | $20,672,000 | 24 |
| Number of Managed Accounts | $17,841,000 | 14 |
| Number of Non-Managed Accounts | $2,831,000 | 38 |
| Total fiduciary and related assets | $13,774,053,000 | 39 |
| Managed Assets ($) | $13,141,556,000 | 25 |
| Non-managed Assets ($) | $632,497,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $20,255,000 | 26 |
| Number of Managed Accounts | $17,361,000 | 17 |
| Number of Non-Managed Accounts | $2,894,000 | 37 |
| Total fiduciary and related assets | $13,344,603,000 | 41 |
| Managed Assets ($) | $12,748,070,000 | 27 |
| Non-managed Assets ($) | $596,533,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $19,727,000 | 27 |
| Number of Managed Accounts | $16,786,000 | 16 |
| Number of Non-Managed Accounts | $2,941,000 | 38 |
| Total fiduciary and related assets | $13,815,879,000 | 44 |
| Managed Assets ($) | $13,148,820,000 | 27 |
| Non-managed Assets ($) | $667,059,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $18,784,000 | 26 |
| Number of Managed Accounts | $15,773,000 | 15 |
| Number of Non-Managed Accounts | $3,011,000 | 39 |
| Total fiduciary and related assets | $13,697,538,000 | 43 |
| Managed Assets ($) | $13,032,098,000 | 27 |
| Non-managed Assets ($) | $665,440,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $17,934,000 | 26 |
| Number of Managed Accounts | $14,869,000 | 16 |
| Number of Non-Managed Accounts | $3,065,000 | 41 |
| Total fiduciary and related assets | $13,462,627,000 | 43 |
| Managed Assets ($) | $12,825,855,000 | 28 |
| Non-managed Assets ($) | $636,772,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $16,687,000 | 26 |
| Number of Managed Accounts | $13,592,000 | 17 |
| Number of Non-Managed Accounts | $3,095,000 | 39 |
| Total fiduciary and related assets | $13,035,247,000 | 43 |
| Managed Assets ($) | $12,442,483,000 | 27 |
| Non-managed Assets ($) | $592,764,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $15,651,000 | 29 |
| Number of Managed Accounts | $12,490,000 | 17 |
| Number of Non-Managed Accounts | $3,161,000 | 41 |
| Total fiduciary and related assets | $12,604,089,000 | 44 |
| Managed Assets ($) | $12,063,023,000 | 28 |
| Non-managed Assets ($) | $541,066,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $14,407,000 | 30 |
| Number of Managed Accounts | $11,176,000 | 18 |
| Number of Non-Managed Accounts | $3,231,000 | 40 |
| Total fiduciary and related assets | $12,781,995,000 | 46 |
| Managed Assets ($) | $12,206,242,000 | 29 |
| Non-managed Assets ($) | $575,753,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $13,258,000 | 35 |
| Number of Managed Accounts | $9,959,000 | 21 |
| Number of Non-Managed Accounts | $3,299,000 | 43 |
| Total fiduciary and related assets | $12,479,571,000 | 48 |
| Managed Assets ($) | $11,924,907,000 | 29 |
| Non-managed Assets ($) | $554,664,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $12,443,000 | 38 |
| Number of Managed Accounts | $9,085,000 | 25 |
| Number of Non-Managed Accounts | $3,358,000 | 40 |
| Total fiduciary and related assets | $11,901,732,000 | 50 |
| Managed Assets ($) | $11,369,104,000 | 33 |
| Non-managed Assets ($) | $532,628,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $11,661,000 | 40 |
| Number of Managed Accounts | $8,258,000 | 28 |
| Number of Non-Managed Accounts | $3,403,000 | 39 |
| Total fiduciary and related assets | $11,786,164,000 | 50 |
| Managed Assets ($) | $11,310,620,000 | 29 |
| Non-managed Assets ($) | $475,544,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $11,035,000 | 40 |
| Number of Managed Accounts | $7,569,000 | 30 |
| Number of Non-Managed Accounts | $3,466,000 | 37 |
| Total fiduciary and related assets | $11,460,705,000 | 48 |
| Managed Assets ($) | $11,018,790,000 | 29 |
| Non-managed Assets ($) | $441,915,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $10,527,000 | 42 |
| Number of Managed Accounts | $7,002,000 | 32 |
| Number of Non-Managed Accounts | $3,525,000 | 42 |
| Total fiduciary and related assets | $11,342,947,000 | 50 |
| Managed Assets ($) | $10,913,199,000 | 29 |
| Non-managed Assets ($) | $429,748,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $10,087,000 | 41 |
| Number of Managed Accounts | $6,530,000 | 31 |
| Number of Non-Managed Accounts | $3,557,000 | 39 |
| Total fiduciary and related assets | $11,708,323,000 | 53 |
| Managed Assets ($) | $11,191,949,000 | 30 |
| Non-managed Assets ($) | $516,374,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $9,505,000 | 44 |
| Number of Managed Accounts | $5,931,000 | 36 |
| Number of Non-Managed Accounts | $3,574,000 | 40 |
| Total fiduciary and related assets | $11,862,430,000 | 60 |
| Managed Assets ($) | $11,301,359,000 | 37 |
| Non-managed Assets ($) | $561,071,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $8,525,000 | 46 |
| Number of Managed Accounts | $4,973,000 | 39 |
| Number of Non-Managed Accounts | $3,552,000 | 38 |
| Total fiduciary and related assets | $11,767,561,000 | 55 |
| Managed Assets ($) | $11,228,464,000 | 36 |
| Non-managed Assets ($) | $539,097,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $7,825,000 | 49 |
| Number of Managed Accounts | $4,277,000 | 44 |
| Number of Non-Managed Accounts | $3,548,000 | 41 |
| Total fiduciary and related assets | $11,813,582,000 | 53 |
| Managed Assets ($) | $11,269,044,000 | 38 |
| Non-managed Assets ($) | $544,538,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $7,356,000 | 49 |
| Number of Managed Accounts | $3,825,000 | 47 |
| Number of Non-Managed Accounts | $3,531,000 | 37 |
| Total fiduciary and related assets | $11,800,462,000 | 55 |
| Managed Assets ($) | $11,250,798,000 | 38 |
| Non-managed Assets ($) | $549,664,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $7,070,000 | 50 |
| Number of Managed Accounts | $3,541,000 | 51 |
| Number of Non-Managed Accounts | $3,529,000 | 37 |
| Total fiduciary and related assets | $11,639,543,000 | 57 |
| Managed Assets ($) | $11,105,677,000 | 39 |
| Non-managed Assets ($) | $533,866,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,762,000 | 50 |
| Number of Managed Accounts | $3,214,000 | 52 |
| Number of Non-Managed Accounts | $3,548,000 | 39 |
| Total fiduciary and related assets | $11,369,991,000 | 57 |
| Managed Assets ($) | $10,862,438,000 | 39 |
| Non-managed Assets ($) | $507,553,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,497,000 | 51 |
| Number of Managed Accounts | $2,878,000 | 60 |
| Number of Non-Managed Accounts | $3,619,000 | 43 |
| Total fiduciary and related assets | $11,169,553,000 | 56 |
| Managed Assets ($) | $10,675,614,000 | 40 |
| Non-managed Assets ($) | $493,939,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,363,000 | 53 |
| Number of Managed Accounts | $2,638,000 | 67 |
| Number of Non-Managed Accounts | $3,725,000 | 40 |
| Total fiduciary and related assets | $11,037,715,000 | 57 |
| Managed Assets ($) | $10,565,082,000 | 41 |
| Non-managed Assets ($) | $472,633,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,182,000 | 54 |
| Number of Managed Accounts | $2,361,000 | 77 |
| Number of Non-Managed Accounts | $3,821,000 | 39 |
| Total fiduciary and related assets | $11,333,968,000 | 54 |
| Managed Assets ($) | $10,873,304,000 | 37 |
| Non-managed Assets ($) | $460,664,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,902,000 | 54 |
| Number of Managed Accounts | $2,030,000 | 88 |
| Number of Non-Managed Accounts | $3,872,000 | 38 |
| Total fiduciary and related assets | $10,750,109,000 | 58 |
| Managed Assets ($) | $10,286,398,000 | 40 |
| Non-managed Assets ($) | $463,711,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,590,000 | 59 |
| Number of Managed Accounts | $1,659,000 | 106 |
| Number of Non-Managed Accounts | $3,931,000 | 43 |
| Total fiduciary and related assets | $10,439,871,000 | 59 |
| Managed Assets ($) | $10,023,749,000 | 42 |
| Non-managed Assets ($) | $416,122,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,426,000 | 58 |
| Number of Managed Accounts | $1,499,000 | 109 |
| Number of Non-Managed Accounts | $3,927,000 | 40 |
| Total fiduciary and related assets | $10,255,661,000 | 59 |
| Managed Assets ($) | $9,844,582,000 | 42 |
| Non-managed Assets ($) | $411,079,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,308,000 | 59 |
| Number of Managed Accounts | $1,330,000 | 118 |
| Number of Non-Managed Accounts | $3,978,000 | 39 |
| Total fiduciary and related assets | $10,015,404,000 | 57 |
| Managed Assets ($) | $9,624,056,000 | 41 |
| Non-managed Assets ($) | $391,348,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,191,000 | 63 |
| Number of Managed Accounts | $1,182,000 | 139 |
| Number of Non-Managed Accounts | $4,009,000 | 41 |
| Total fiduciary and related assets | $9,578,924,000 | 60 |
| Managed Assets ($) | $9,197,892,000 | 42 |
| Non-managed Assets ($) | $381,032,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,141,000 | 72 |
| Number of Managed Accounts | $1,051,000 | 152 |
| Number of Non-Managed Accounts | $4,090,000 | 44 |
| Total fiduciary and related assets | $9,371,685,000 | 67 |
| Managed Assets ($) | $9,010,112,000 | 43 |
| Non-managed Assets ($) | $361,573,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,086,000 | 65 |
| Number of Managed Accounts | $964,000 | 157 |
| Number of Non-Managed Accounts | $4,122,000 | 39 |
| Total fiduciary and related assets | $9,321,374,000 | 63 |
| Managed Assets ($) | $8,981,535,000 | 42 |
| Non-managed Assets ($) | $339,839,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,044,000 | 66 |
| Number of Managed Accounts | $887,000 | 173 |
| Number of Non-Managed Accounts | $4,157,000 | 39 |
| Total fiduciary and related assets | $9,188,712,000 | 65 |
| Managed Assets ($) | $8,846,429,000 | 43 |
| Non-managed Assets ($) | $342,283,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,961,000 | 68 |
| Number of Managed Accounts | $825,000 | 182 |
| Number of Non-Managed Accounts | $4,136,000 | 40 |
| Total fiduciary and related assets | $9,088,945,000 | 66 |
| Managed Assets ($) | $8,754,985,000 | 44 |
| Non-managed Assets ($) | $333,960,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,988,000 | 73 |
| Number of Managed Accounts | $748,000 | 207 |
| Number of Non-Managed Accounts | $4,240,000 | 43 |
| Total fiduciary and related assets | $8,887,279,000 | 68 |
| Managed Assets ($) | $8,566,503,000 | 45 |
| Non-managed Assets ($) | $320,776,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,957,000 | 71 |
| Number of Managed Accounts | $702,000 | 213 |
| Number of Non-Managed Accounts | $4,255,000 | 40 |
| Total fiduciary and related assets | $8,730,898,000 | 69 |
| Managed Assets ($) | $8,432,718,000 | 43 |
| Non-managed Assets ($) | $298,180,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,926,000 | 73 |
| Number of Managed Accounts | $675,000 | 221 |
| Number of Non-Managed Accounts | $4,251,000 | 42 |
| Total fiduciary and related assets | $8,486,352,000 | 72 |
| Managed Assets ($) | $8,178,180,000 | 46 |
| Non-managed Assets ($) | $308,172,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,881,000 | 74 |
| Number of Managed Accounts | $649,000 | 232 |
| Number of Non-Managed Accounts | $4,232,000 | 41 |
| Total fiduciary and related assets | $8,251,750,000 | 72 |
| Managed Assets ($) | $7,984,456,000 | 41 |
| Non-managed Assets ($) | $267,294,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,849,000 | 81 |
| Number of Managed Accounts | $637,000 | 250 |
| Number of Non-Managed Accounts | $4,212,000 | 44 |
| Total fiduciary and related assets | $8,137,621,000 | 72 |
| Managed Assets ($) | $7,870,795,000 | 46 |
| Non-managed Assets ($) | $266,826,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |