Home > Deutsche Bank Trust Company Delaware > Fiduciary and Related Services
Deutsche Bank Trust Company Delaware, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,979,000 | 143 |
| Number of Managed Accounts | $90,000 | 586 |
| Number of Non-Managed Accounts | $1,889,000 | 46 |
| Total fiduciary and related assets | $6,639,581,000 | 96 |
| Managed Assets ($) | $823,669,000 | 238 |
| Non-managed Assets ($) | $5,815,912,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,541,000 | 182 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,972,000 | 136 |
| Number of Managed Accounts | $90,000 | 350 |
| Number of Non-Managed Accounts | $1,882,000 | 45 |
| Total fiduciary and related assets | $6,610,243,000 | 95 |
| Managed Assets ($) | $799,057,000 | 231 |
| Non-managed Assets ($) | $5,811,186,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,323,000 | 175 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,982,000 | 138 |
| Number of Managed Accounts | $93,000 | 418 |
| Number of Non-Managed Accounts | $1,889,000 | 45 |
| Total fiduciary and related assets | $6,493,715,000 | 95 |
| Managed Assets ($) | $859,766,000 | 220 |
| Non-managed Assets ($) | $5,633,949,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,136,000 | 166 |
| 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 | $2,005,000 | 144 |
| Number of Managed Accounts | $115,000 | 352 |
| Number of Non-Managed Accounts | $1,890,000 | 47 |
| Total fiduciary and related assets | $6,820,422,000 | 94 |
| Managed Assets ($) | $856,982,000 | 227 |
| Non-managed Assets ($) | $5,963,440,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,833,000 | 161 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,990,000 | 147 |
| Number of Managed Accounts | $116,000 | 582 |
| Number of Non-Managed Accounts | $1,874,000 | 47 |
| Total fiduciary and related assets | $6,772,910,000 | 94 |
| Managed Assets ($) | $856,148,000 | 226 |
| Non-managed Assets ($) | $5,916,762,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,970,000 | 179 |
| 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 | $2,008,000 | 143 |
| Number of Managed Accounts | $113,000 | 369 |
| Number of Non-Managed Accounts | $1,895,000 | 45 |
| Total fiduciary and related assets | $6,825,576,000 | 92 |
| Managed Assets ($) | $808,350,000 | 224 |
| Non-managed Assets ($) | $6,017,226,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,634,000 | 178 |
| 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 | $2,000,000 | 129 |
| Number of Managed Accounts | $114,000 | 403 |
| Number of Non-Managed Accounts | $1,886,000 | 38 |
| Total fiduciary and related assets | $6,832,572,000 | 72 |
| Managed Assets ($) | $913,509,000 | 180 |
| Non-managed Assets ($) | $5,919,063,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,486,000 | 140 |
| 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 | $2,015,000 | 126 |
| Number of Managed Accounts | $116,000 | 332 |
| Number of Non-Managed Accounts | $1,899,000 | 38 |
| Total fiduciary and related assets | $7,155,282,000 | 73 |
| Managed Assets ($) | $1,014,840,000 | 178 |
| Non-managed Assets ($) | $6,140,442,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,185,000 | 131 |
| 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 | $2,033,000 | 129 |
| Number of Managed Accounts | $124,000 | 540 |
| Number of Non-Managed Accounts | $1,909,000 | 40 |
| Total fiduciary and related assets | $7,324,329,000 | 72 |
| Managed Assets ($) | $1,076,715,000 | 179 |
| Non-managed Assets ($) | $6,247,614,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,630,000 | 149 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,028,000 | 129 |
| Number of Managed Accounts | $124,000 | 319 |
| Number of Non-Managed Accounts | $1,904,000 | 39 |
| Total fiduciary and related assets | $7,223,423,000 | 72 |
| Managed Assets ($) | $1,039,680,000 | 182 |
| Non-managed Assets ($) | $6,183,743,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,784,000 | 151 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,055,000 | 125 |
| Number of Managed Accounts | $171,000 | 370 |
| Number of Non-Managed Accounts | $1,884,000 | 41 |
| Total fiduciary and related assets | $7,053,598,000 | 71 |
| Managed Assets ($) | $1,043,965,000 | 181 |
| Non-managed Assets ($) | $6,009,633,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,364,000 | 145 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,067,000 | 124 |
| Number of Managed Accounts | $170,000 | 314 |
| Number of Non-Managed Accounts | $1,897,000 | 40 |
| Total fiduciary and related assets | $7,154,952,000 | 71 |
| Managed Assets ($) | $887,827,000 | 190 |
| Non-managed Assets ($) | $6,267,125,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,946,000 | 136 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,063,000 | 127 |
| Number of Managed Accounts | $169,000 | 496 |
| Number of Non-Managed Accounts | $1,894,000 | 44 |
| Total fiduciary and related assets | $6,952,183,000 | 73 |
| Managed Assets ($) | $808,689,000 | 199 |
| Non-managed Assets ($) | $6,143,494,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,688,000 | 134 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,046,000 | 127 |
| Number of Managed Accounts | $161,000 | 316 |
| Number of Non-Managed Accounts | $1,885,000 | 42 |
| Total fiduciary and related assets | $6,873,219,000 | 70 |
| Managed Assets ($) | $738,865,000 | 194 |
| Non-managed Assets ($) | $6,134,354,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,747,000 | 136 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,054,000 | 126 |
| Number of Managed Accounts | $170,000 | 367 |
| Number of Non-Managed Accounts | $1,884,000 | 42 |
| Total fiduciary and related assets | $6,664,700,000 | 70 |
| Managed Assets ($) | $694,348,000 | 200 |
| Non-managed Assets ($) | $5,970,352,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,396,000 | 132 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,054,000 | 125 |
| Number of Managed Accounts | $170,000 | 317 |
| Number of Non-Managed Accounts | $1,884,000 | 41 |
| Total fiduciary and related assets | $6,526,732,000 | 67 |
| Managed Assets ($) | $612,903,000 | 201 |
| Non-managed Assets ($) | $5,913,829,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,068,000 | 126 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,070,000 | 129 |
| Number of Managed Accounts | $186,000 | 482 |
| Number of Non-Managed Accounts | $1,884,000 | 43 |
| Total fiduciary and related assets | $6,526,505,000 | 70 |
| Managed Assets ($) | $568,774,000 | 236 |
| Non-managed Assets ($) | $5,957,731,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,807,000 | 126 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,059,000 | 127 |
| Number of Managed Accounts | $189,000 | 319 |
| Number of Non-Managed Accounts | $1,870,000 | 42 |
| Total fiduciary and related assets | $6,196,608,000 | 71 |
| Managed Assets ($) | $529,343,000 | 232 |
| Non-managed Assets ($) | $5,667,265,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,816,000 | 125 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,973,000 | 134 |
| Number of Managed Accounts | $130,000 | 365 |
| Number of Non-Managed Accounts | $1,843,000 | 44 |
| Total fiduciary and related assets | $6,189,224,000 | 70 |
| Managed Assets ($) | $471,000,000 | 249 |
| Non-managed Assets ($) | $5,718,224,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,911,000 | 126 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,967,000 | 132 |
| Number of Managed Accounts | $129,000 | 371 |
| Number of Non-Managed Accounts | $1,838,000 | 44 |
| Total fiduciary and related assets | $6,231,226,000 | 69 |
| Managed Assets ($) | $522,593,000 | 235 |
| Non-managed Assets ($) | $5,708,633,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,188,000 | 124 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,005,000 | 132 |
| Number of Managed Accounts | $134,000 | 560 |
| Number of Non-Managed Accounts | $1,871,000 | 45 |
| Total fiduciary and related assets | $6,435,215,000 | 68 |
| Managed Assets ($) | $463,483,000 | 243 |
| Non-managed Assets ($) | $5,971,732,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,114,000 | 127 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,024,000 | 127 |
| Number of Managed Accounts | $135,000 | 369 |
| Number of Non-Managed Accounts | $1,889,000 | 41 |
| Total fiduciary and related assets | $7,122,837,000 | 66 |
| Managed Assets ($) | $545,329,000 | 230 |
| Non-managed Assets ($) | $6,577,508,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,767,000 | 126 |
| 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 | $1,986,000 | 128 |
| Number of Managed Accounts | $139,000 | 371 |
| Number of Non-Managed Accounts | $1,847,000 | 43 |
| Total fiduciary and related assets | $7,241,444,000 | 65 |
| Managed Assets ($) | $525,434,000 | 232 |
| Non-managed Assets ($) | $6,716,010,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,899,000 | 124 |
| 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 | $1,971,000 | 130 |
| Number of Managed Accounts | $144,000 | 373 |
| Number of Non-Managed Accounts | $1,827,000 | 46 |
| Total fiduciary and related assets | $7,043,605,000 | 67 |
| Managed Assets ($) | $500,295,000 | 236 |
| Non-managed Assets ($) | $6,543,310,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,242,000 | 122 |
| 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 | $1,970,000 | 129 |
| Number of Managed Accounts | $149,000 | 543 |
| Number of Non-Managed Accounts | $1,821,000 | 48 |
| Total fiduciary and related assets | $6,915,259,000 | 68 |
| Managed Assets ($) | $701,475,000 | 193 |
| Non-managed Assets ($) | $6,213,784,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,063,000 | 117 |
| 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 | $1,959,000 | 130 |
| Number of Managed Accounts | $151,000 | 369 |
| Number of Non-Managed Accounts | $1,808,000 | 46 |
| Total fiduciary and related assets | $6,896,172,000 | 67 |
| Managed Assets ($) | $522,850,000 | 225 |
| Non-managed Assets ($) | $6,373,322,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,971,000 | 116 |
| 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 | $1,966,000 | 123 |
| Number of Managed Accounts | $156,000 | 368 |
| Number of Non-Managed Accounts | $1,810,000 | 46 |
| Total fiduciary and related assets | $6,407,718,000 | 68 |
| Managed Assets ($) | $521,735,000 | 224 |
| Non-managed Assets ($) | $5,885,983,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,284,000 | 114 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,192,000 | 108 |
| Number of Managed Accounts | $160,000 | 368 |
| Number of Non-Managed Accounts | $2,032,000 | 46 |
| Total fiduciary and related assets | $6,291,126,000 | 68 |
| Managed Assets ($) | $699,323,000 | 183 |
| Non-managed Assets ($) | $5,591,803,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,534,000 | 107 |
| 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 | $2,183,000 | 108 |
| Number of Managed Accounts | $159,000 | 540 |
| Number of Non-Managed Accounts | $2,024,000 | 48 |
| Total fiduciary and related assets | $6,057,801,000 | 68 |
| Managed Assets ($) | $679,912,000 | 184 |
| Non-managed Assets ($) | $5,377,889,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,750,000 | 110 |
| 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 | $2,336,000 | 100 |
| Number of Managed Accounts | $153,000 | 372 |
| Number of Non-Managed Accounts | $2,183,000 | 43 |
| Total fiduciary and related assets | $6,424,220,000 | 64 |
| Managed Assets ($) | $568,644,000 | 213 |
| Non-managed Assets ($) | $5,855,576,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,266,000 | 110 |
| 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 | $2,277,000 | 104 |
| Number of Managed Accounts | $156,000 | 372 |
| Number of Non-Managed Accounts | $2,121,000 | 44 |
| Total fiduciary and related assets | $6,079,478,000 | 68 |
| Managed Assets ($) | $516,818,000 | 226 |
| Non-managed Assets ($) | $5,562,660,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,254,000 | 111 |
| 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 | $2,162,000 | 108 |
| Number of Managed Accounts | $158,000 | 374 |
| Number of Non-Managed Accounts | $2,004,000 | 46 |
| Total fiduciary and related assets | $5,567,203,000 | 71 |
| Managed Assets ($) | $521,416,000 | 224 |
| Non-managed Assets ($) | $5,045,787,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,263,000 | 110 |
| 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 | $2,176,000 | 108 |
| Number of Managed Accounts | $149,000 | 560 |
| Number of Non-Managed Accounts | $2,027,000 | 48 |
| Total fiduciary and related assets | $5,535,746,000 | 69 |
| Managed Assets ($) | $521,556,000 | 225 |
| Non-managed Assets ($) | $5,014,190,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,422,000 | 111 |
| 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 | $2,165,000 | 108 |
| Number of Managed Accounts | $150,000 | 372 |
| Number of Non-Managed Accounts | $2,015,000 | 46 |
| Total fiduciary and related assets | $5,324,979,000 | 70 |
| Managed Assets ($) | $439,598,000 | 238 |
| Non-managed Assets ($) | $4,885,381,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,008,000 | 112 |
| 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 | $2,135,000 | 112 |
| Number of Managed Accounts | $148,000 | 375 |
| Number of Non-Managed Accounts | $1,987,000 | 44 |
| Total fiduciary and related assets | $5,344,671,000 | 73 |
| Managed Assets ($) | $467,618,000 | 240 |
| Non-managed Assets ($) | $4,877,053,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,191,000 | 111 |
| 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 | $2,118,000 | 112 |
| Number of Managed Accounts | $159,000 | 371 |
| Number of Non-Managed Accounts | $1,959,000 | 46 |
| Total fiduciary and related assets | $4,955,991,000 | 74 |
| Managed Assets ($) | $451,968,000 | 245 |
| Non-managed Assets ($) | $4,504,023,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,237,000 | 111 |
| 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 | $2,082,000 | 116 |
| Number of Managed Accounts | $191,000 | 502 |
| Number of Non-Managed Accounts | $1,891,000 | 49 |
| Total fiduciary and related assets | $5,043,307,000 | 74 |
| Managed Assets ($) | $981,941,000 | 145 |
| Non-managed Assets ($) | $4,061,366,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,348,000 | 112 |
| 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 | $2,050,000 | 112 |
| Number of Managed Accounts | $172,000 | 372 |
| Number of Non-Managed Accounts | $1,878,000 | 46 |
| Total fiduciary and related assets | $8,116,588,000 | 60 |
| Managed Assets ($) | $722,444,000 | 169 |
| Non-managed Assets ($) | $7,394,144,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,307,000 | 108 |
| 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 | $2,030,000 | 111 |
| Number of Managed Accounts | $169,000 | 370 |
| Number of Non-Managed Accounts | $1,861,000 | 47 |
| Total fiduciary and related assets | $4,615,537,000 | 72 |
| Managed Assets ($) | $746,604,000 | 164 |
| Non-managed Assets ($) | $3,868,933,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,634,000 | 103 |
| 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 | $2,017,000 | 114 |
| Number of Managed Accounts | $158,000 | 372 |
| Number of Non-Managed Accounts | $1,859,000 | 49 |
| Total fiduciary and related assets | $4,228,472,000 | 78 |
| Managed Assets ($) | $695,874,000 | 167 |
| Non-managed Assets ($) | $3,532,598,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,490,000 | 100 |
| 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 | $2,390,000 | 102 |
| Number of Managed Accounts | $175,000 | 520 |
| Number of Non-Managed Accounts | $2,215,000 | 45 |
| Total fiduciary and related assets | $4,102,819,000 | 79 |
| Managed Assets ($) | $781,055,000 | 158 |
| Non-managed Assets ($) | $3,321,764,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,938,000 | 102 |
| 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 | $2,364,000 | 100 |
| Number of Managed Accounts | $170,000 | 349 |
| Number of Non-Managed Accounts | $2,194,000 | 46 |
| Total fiduciary and related assets | $3,307,503,000 | 84 |
| Managed Assets ($) | $557,414,000 | 191 |
| Non-managed Assets ($) | $2,750,089,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,546,000 | 101 |
| 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 | $2,334,000 | 100 |
| Number of Managed Accounts | $155,000 | 355 |
| Number of Non-Managed Accounts | $2,179,000 | 48 |
| Total fiduciary and related assets | $3,601,509,000 | 82 |
| Managed Assets ($) | $479,132,000 | 213 |
| Non-managed Assets ($) | $3,122,377,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,458,000 | 101 |
| 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 | $2,293,000 | 99 |
| Number of Managed Accounts | $200,000 | 346 |
| Number of Non-Managed Accounts | $2,093,000 | 48 |
| Total fiduciary and related assets | $3,156,073,000 | 85 |
| Managed Assets ($) | $818,492,000 | 145 |
| Non-managed Assets ($) | $2,337,581,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,028,000 | 103 |
| 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 | $2,277,000 | 102 |
| Number of Managed Accounts | $261,000 | 421 |
| Number of Non-Managed Accounts | $2,016,000 | 52 |
| Total fiduciary and related assets | $3,072,484,000 | 84 |
| Managed Assets ($) | $1,148,950,000 | 115 |
| Non-managed Assets ($) | $1,923,534,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,854,000 | 102 |
| 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 | $2,140,000 | 104 |
| Number of Managed Accounts | $176,000 | 342 |
| Number of Non-Managed Accounts | $1,964,000 | 48 |
| Total fiduciary and related assets | $2,575,869,000 | 94 |
| Managed Assets ($) | $663,930,000 | 161 |
| Non-managed Assets ($) | $1,911,939,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,932,000 | 102 |
| 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 | $2,092,000 | 103 |
| Number of Managed Accounts | $172,000 | 341 |
| Number of Non-Managed Accounts | $1,920,000 | 50 |
| Total fiduciary and related assets | $2,468,762,000 | 96 |
| Managed Assets ($) | $703,059,000 | 149 |
| Non-managed Assets ($) | $1,765,703,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,316,000 | 105 |
| 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 | $2,002,000 | 104 |
| Number of Managed Accounts | $176,000 | 337 |
| Number of Non-Managed Accounts | $1,826,000 | 50 |
| Total fiduciary and related assets | $2,395,874,000 | 100 |
| Managed Assets ($) | $727,114,000 | 149 |
| Non-managed Assets ($) | $1,668,760,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,704,000 | 102 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,980,000 | 111 |
| Number of Managed Accounts | $183,000 | 500 |
| Number of Non-Managed Accounts | $1,797,000 | 53 |
| Total fiduciary and related assets | $2,444,141,000 | 92 |
| Managed Assets ($) | $848,511,000 | 130 |
| Non-managed Assets ($) | $1,595,630,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,862,000 | 94 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,929,000 | 108 |
| Number of Managed Accounts | $180,000 | 336 |
| Number of Non-Managed Accounts | $1,749,000 | 50 |
| Total fiduciary and related assets | $2,181,789,000 | 99 |
| Managed Assets ($) | $848,502,000 | 129 |
| Non-managed Assets ($) | $1,333,287,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,347,000 | 96 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,893,000 | 112 |
| Number of Managed Accounts | $187,000 | 336 |
| Number of Non-Managed Accounts | $1,706,000 | 51 |
| Total fiduciary and related assets | $2,195,535,000 | 103 |
| Managed Assets ($) | $884,191,000 | 132 |
| Non-managed Assets ($) | $1,311,344,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,659,000 | 100 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,841,000 | 113 |
| Number of Managed Accounts | $192,000 | 341 |
| Number of Non-Managed Accounts | $1,649,000 | 54 |
| Total fiduciary and related assets | $2,127,510,000 | 102 |
| Managed Assets ($) | $839,234,000 | 136 |
| Non-managed Assets ($) | $1,288,276,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,349,000 | 98 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,798,000 | 116 |
| Number of Managed Accounts | $189,000 | 505 |
| Number of Non-Managed Accounts | $1,609,000 | 57 |
| Total fiduciary and related assets | $1,944,899,000 | 109 |
| Managed Assets ($) | $664,812,000 | 152 |
| Non-managed Assets ($) | $1,280,087,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,097,000 | 97 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,728,000 | 120 |
| Number of Managed Accounts | $183,000 | 327 |
| Number of Non-Managed Accounts | $1,545,000 | 52 |
| Total fiduciary and related assets | $2,019,435,000 | 106 |
| Managed Assets ($) | $939,237,000 | 125 |
| Non-managed Assets ($) | $1,080,198,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,624,000 | 97 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,686,000 | 127 |
| Number of Managed Accounts | $181,000 | 330 |
| Number of Non-Managed Accounts | $1,505,000 | 56 |
| Total fiduciary and related assets | $1,151,604,000 | 140 |
| Managed Assets ($) | $684,843,000 | 142 |
| Non-managed Assets ($) | $466,761,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,453,000 | 98 |
| 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 | $1,670,000 | 127 |
| Number of Managed Accounts | $177,000 | 335 |
| Number of Non-Managed Accounts | $1,493,000 | 55 |
| Total fiduciary and related assets | $1,625,000,000 | 116 |
| Managed Assets ($) | $695,111,000 | 146 |
| Non-managed Assets ($) | $929,889,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,219,000 | 99 |
| 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 | $1,647,000 | 141 |
| Number of Managed Accounts | $173,000 | 544 |
| Number of Non-Managed Accounts | $1,474,000 | 63 |
| Total fiduciary and related assets | $1,565,508,000 | 119 |
| Managed Assets ($) | $618,618,000 | 158 |
| Non-managed Assets ($) | $946,890,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,362,000 | 99 |
| 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 | $1,715,000 | 125 |
| Number of Managed Accounts | $170,000 | 329 |
| Number of Non-Managed Accounts | $1,545,000 | 57 |
| Total fiduciary and related assets | $1,430,166,000 | 125 |
| Managed Assets ($) | $605,142,000 | 159 |
| Non-managed Assets ($) | $825,024,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,891,000 | 102 |
| 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 | $1,702,000 | 124 |
| Number of Managed Accounts | $166,000 | 336 |
| Number of Non-Managed Accounts | $1,536,000 | 55 |
| Total fiduciary and related assets | $1,396,525,000 | 125 |
| Managed Assets ($) | $527,036,000 | 169 |
| Non-managed Assets ($) | $869,489,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,922,000 | 103 |
| 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 | $1,584,000 | 127 |
| Number of Managed Accounts | $160,000 | 337 |
| Number of Non-Managed Accounts | $1,424,000 | 54 |
| Total fiduciary and related assets | $1,177,872,000 | 136 |
| Managed Assets ($) | $345,137,000 | 220 |
| Non-managed Assets ($) | $832,735,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,882,000 | 104 |
| 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 | $1,581,000 | 146 |
| Number of Managed Accounts | $159,000 | 579 |
| Number of Non-Managed Accounts | $1,422,000 | 66 |
| Total fiduciary and related assets | $1,193,895,000 | 140 |
| Managed Assets ($) | $310,686,000 | 237 |
| Non-managed Assets ($) | $883,209,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,802,000 | 126 |
| 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 | $1,506,000 | 140 |
| Number of Managed Accounts | $143,000 | 366 |
| Number of Non-Managed Accounts | $1,363,000 | 61 |
| Total fiduciary and related assets | $1,050,084,000 | 159 |
| Managed Assets ($) | $274,274,000 | 265 |
| Non-managed Assets ($) | $775,810,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,078,000 | 128 |
| 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 | $1,417,000 | 149 |
| Number of Managed Accounts | $141,000 | 371 |
| Number of Non-Managed Accounts | $1,276,000 | 66 |
| Total fiduciary and related assets | $1,394,062,000 | 143 |
| Managed Assets ($) | $417,123,000 | 216 |
| Non-managed Assets ($) | $976,939,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,272,000 | 135 |
| 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 | $1,344,000 | 160 |
| Number of Managed Accounts | $133,000 | 375 |
| Number of Non-Managed Accounts | $1,211,000 | 65 |
| Total fiduciary and related assets | $1,333,976,000 | 151 |
| Managed Assets ($) | $389,307,000 | 231 |
| Non-managed Assets ($) | $944,669,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,523,000 | 139 |
| 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 | $1,165,000 | 198 |
| Number of Managed Accounts | $135,000 | 630 |
| Number of Non-Managed Accounts | $1,030,000 | 80 |
| Total fiduciary and related assets | $1,317,390,000 | 153 |
| Managed Assets ($) | $373,127,000 | 241 |
| Non-managed Assets ($) | $944,263,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,003,000 | 218 |
| 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 | $1,063,000 | 194 |
| Number of Managed Accounts | $120,000 | 363 |
| Number of Non-Managed Accounts | $943,000 | 73 |
| Total fiduciary and related assets | $1,413,602,000 | 146 |
| Managed Assets ($) | $314,776,000 | 264 |
| Non-managed Assets ($) | $1,098,826,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,132,000 | 222 |
| 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 | $955,000 | 216 |
| Number of Managed Accounts | $115,000 | 370 |
| Number of Non-Managed Accounts | $840,000 | 77 |
| Total fiduciary and related assets | $1,168,352,000 | 169 |
| Managed Assets ($) | $250,777,000 | 307 |
| Non-managed Assets ($) | $917,575,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,328,000 | 239 |
| 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 | $914,000 | 224 |
| Number of Managed Accounts | $107,000 | 373 |
| Number of Non-Managed Accounts | $807,000 | 80 |
| Total fiduciary and related assets | $1,037,921,000 | 180 |
| Managed Assets ($) | $229,335,000 | 322 |
| Non-managed Assets ($) | $808,586,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $593,000 | 256 |
| 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 | $873,000 | 255 |
| Number of Managed Accounts | $113,000 | 699 |
| Number of Non-Managed Accounts | $760,000 | 98 |
| Total fiduciary and related assets | $1,315,712,000 | 153 |
| Managed Assets ($) | $289,070,000 | 280 |
| Non-managed Assets ($) | $1,026,642,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,391,000 | 241 |
| 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 | $858,000 | 238 |
| Number of Managed Accounts | $109,000 | 359 |
| Number of Non-Managed Accounts | $749,000 | 88 |
| Total fiduciary and related assets | $1,149,904,000 | 172 |
| Managed Assets ($) | $249,087,000 | 295 |
| Non-managed Assets ($) | $900,817,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,770,000 | 247 |
| 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 | $845,000 | 241 |
| Number of Managed Accounts | $105,000 | 366 |
| Number of Non-Managed Accounts | $740,000 | 91 |
| Total fiduciary and related assets | $1,169,053,000 | 169 |
| Managed Assets ($) | $218,238,000 | 312 |
| Non-managed Assets ($) | $950,815,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000 | 260 |
| 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 | $855,000 | 241 |
| Number of Managed Accounts | $99,000 | 377 |
| Number of Non-Managed Accounts | $756,000 | 90 |
| Total fiduciary and related assets | $1,068,443,000 | 181 |
| Managed Assets ($) | $224,384,000 | 306 |
| Non-managed Assets ($) | $844,059,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $543,000 | 266 |
| 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 | $978,000 | 230 |
| Number of Managed Accounts | $100,000 | 750 |
| Number of Non-Managed Accounts | $878,000 | 92 |
| Total fiduciary and related assets | $1,295,776,000 | 159 |
| Managed Assets ($) | $247,927,000 | 296 |
| Non-managed Assets ($) | $1,047,849,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,991,000 | 273 |
| 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 | $943,000 | 211 |
| Number of Managed Accounts | $81,000 | 368 |
| Number of Non-Managed Accounts | $862,000 | 79 |
| Total fiduciary and related assets | $1,191,420,000 | 165 |
| Managed Assets ($) | $144,214,000 | 334 |
| Non-managed Assets ($) | $1,047,206,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,469,000 | 270 |
| 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 | $889,000 | 225 |
| Number of Managed Accounts | $58,000 | 394 |
| Number of Non-Managed Accounts | $831,000 | 83 |
| Total fiduciary and related assets | $958,192,000 | 181 |
| Managed Assets ($) | $74,849,000 | 373 |
| Non-managed Assets ($) | $883,343,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $953,000 | 273 |
| 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 | $851,000 | 235 |
| Number of Managed Accounts | $44,000 | 404 |
| Number of Non-Managed Accounts | $807,000 | 90 |
| Total fiduciary and related assets | $938,242,000 | 187 |
| Managed Assets ($) | $73,659,000 | 373 |
| Non-managed Assets ($) | $864,583,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $441,000 | 292 |
| 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 | $291,000 | 540 |
| Number of Managed Accounts | $44,000 | 974 |
| Number of Non-Managed Accounts | $247,000 | 221 |
| Total fiduciary and related assets | $580,843,000 | 239 |
| Managed Assets ($) | $91,282,000 | 505 |
| Non-managed Assets ($) | $489,561,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,533,000 | 298 |
| 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 | $281,000 | 361 |
| Number of Managed Accounts | $43,000 | 384 |
| Number of Non-Managed Accounts | $238,000 | 168 |
| Total fiduciary and related assets | $440,236,000 | 258 |
| Managed Assets ($) | $72,328,000 | 365 |
| Non-managed Assets ($) | $367,908,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,103,000 | 309 |
| 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 | $283,000 | 368 |
| Number of Managed Accounts | $41,000 | 393 |
| Number of Non-Managed Accounts | $242,000 | 172 |
| Total fiduciary and related assets | $424,501,000 | 265 |
| Managed Assets ($) | $60,998,000 | 368 |
| Non-managed Assets ($) | $363,503,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $702,000 | 320 |
| 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 | $277,000 | 372 |
| Number of Managed Accounts | $39,000 | 398 |
| Number of Non-Managed Accounts | $238,000 | 178 |
| Total fiduciary and related assets | $432,301,000 | 267 |
| Managed Assets ($) | $56,535,000 | 379 |
| Non-managed Assets ($) | $375,766,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $316,000 | 339 |
| 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 | $281,000 | 559 |
| Number of Managed Accounts | $39,000 | 1,039 |
| Number of Non-Managed Accounts | $242,000 | 247 |
| Total fiduciary and related assets | $681,486,000 | 225 |
| Managed Assets ($) | $73,260,000 | 542 |
| Non-managed Assets ($) | $608,226,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,243,000 | 344 |
| 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 | $131,000 | 418 |
| Number of Managed Accounts | $41,000 | 404 |
| Number of Non-Managed Accounts | $90,000 | 283 |
| Total fiduciary and related assets | $2,683,459,000 | 117 |
| Managed Assets ($) | $60,592,000 | 379 |
| Non-managed Assets ($) | $2,622,867,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $918,000 | 352 |
| 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 | $100,000 | 429 |
| Number of Managed Accounts | $39,000 | 410 |
| Number of Non-Managed Accounts | $61,000 | 316 |
| Total fiduciary and related assets | $2,622,975,000 | 119 |
| Managed Assets ($) | $53,638,000 | 385 |
| Non-managed Assets ($) | $2,569,337,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 358 |
| 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 | $81,000 | 446 |
| Number of Managed Accounts | $39,000 | 425 |
| Number of Non-Managed Accounts | $42,000 | 347 |
| Total fiduciary and related assets | $2,562,440,000 | 118 |
| Managed Assets ($) | $49,765,000 | 397 |
| Non-managed Assets ($) | $2,512,675,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $308,000 | 363 |
| 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 | $81,000 | 1,036 |
| Number of Managed Accounts | $39,000 | 1,072 |
| Number of Non-Managed Accounts | $42,000 | 674 |
| Total fiduciary and related assets | $2,636,163,000 | 115 |
| Managed Assets ($) | $68,027,000 | 563 |
| Non-managed Assets ($) | $2,568,136,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 368 |
| 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 | $54,000 | 1,129 |
| Number of Managed Accounts | $40,000 | 1,039 |
| Number of Non-Managed Accounts | $14,000 | 911 |
| Total fiduciary and related assets | $3,082,191,000 | 95 |
| Managed Assets ($) | $81,005,000 | 497 |
| Non-managed Assets ($) | $3,001,186,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,197,000 | 384 |
| 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 | $1,111,000 | 404 |
| 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 | $19,000 | 1,210 |
| 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 | $29,000 | 1,189 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |