Home > Fidelity Personal Trust Company, FSB > Fiduciary and Related Services
Fidelity Personal Trust Company, FSB, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,083,220,000 | 1 |
| Number of Managed Accounts | $1,186,000 | 172 |
| Number of Non-Managed Accounts | $3,082,034,000 | 1 |
| Total fiduciary and related assets | $73,579,266,000 | 25 |
| Managed Assets ($) | $1,764,764,000 | 149 |
| Non-managed Assets ($) | $71,814,502,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,333,000 | 89 |
| 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 | $2,937,559,000 | 1 |
| Number of Managed Accounts | $1,177,000 | 166 |
| Number of Non-Managed Accounts | $2,936,382,000 | 1 |
| Total fiduciary and related assets | $64,722,078,000 | 28 |
| Managed Assets ($) | $1,647,680,000 | 145 |
| Non-managed Assets ($) | $63,074,398,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,998,000 | 87 |
| 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 | $2,870,751,000 | 1 |
| Number of Managed Accounts | $1,181,000 | 172 |
| Number of Non-Managed Accounts | $2,869,570,000 | 1 |
| Total fiduciary and related assets | $60,100,480,000 | 33 |
| Managed Assets ($) | $1,606,500,000 | 154 |
| Non-managed Assets ($) | $58,493,980,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,242,000 | 94 |
| 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 | $2,478,258,000 | 1 |
| Number of Managed Accounts | $1,203,000 | 169 |
| Number of Non-Managed Accounts | $2,477,055,000 | 1 |
| Total fiduciary and related assets | $52,131,477,000 | 37 |
| Managed Assets ($) | $1,510,199,000 | 162 |
| Non-managed Assets ($) | $50,621,278,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,464,000 | 96 |
| 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 | $2,410,567,000 | 1 |
| Number of Managed Accounts | $1,206,000 | 169 |
| Number of Non-Managed Accounts | $2,409,361,000 | 1 |
| Total fiduciary and related assets | $47,824,058,000 | 38 |
| Managed Assets ($) | $1,466,904,000 | 159 |
| Non-managed Assets ($) | $46,357,154,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,537,000 | 101 |
| 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 | $2,332,839,000 | 1 |
| Number of Managed Accounts | $1,197,000 | 155 |
| Number of Non-Managed Accounts | $2,331,642,000 | 1 |
| Total fiduciary and related assets | $49,722,278,000 | 29 |
| Managed Assets ($) | $1,555,350,000 | 131 |
| Non-managed Assets ($) | $48,166,928,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,052,000 | 79 |
| 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 | $2,260,437,000 | 1 |
| Number of Managed Accounts | $1,216,000 | 152 |
| Number of Non-Managed Accounts | $2,259,221,000 | 1 |
| Total fiduciary and related assets | $55,276,070,000 | 29 |
| Managed Assets ($) | $1,761,378,000 | 132 |
| Non-managed Assets ($) | $53,514,692,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,445,000 | 87 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,996,240,000 | 1 |
| Number of Managed Accounts | $1,217,000 | 157 |
| Number of Non-Managed Accounts | $1,995,023,000 | 1 |
| Total fiduciary and related assets | $53,989,011,000 | 30 |
| Managed Assets ($) | $1,893,896,000 | 126 |
| Non-managed Assets ($) | $52,095,115,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,151,000 | 46 |
| 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 | $2,115,183,000 | 1 |
| Number of Managed Accounts | $1,195,000 | 158 |
| Number of Non-Managed Accounts | $2,113,988,000 | 1 |
| Total fiduciary and related assets | $51,946,508,000 | 30 |
| Managed Assets ($) | $1,740,997,000 | 134 |
| Non-managed Assets ($) | $50,205,511,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,275,000 | 40 |
| 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 | $2,057,081,000 | 1 |
| Number of Managed Accounts | $8,720,000 | 28 |
| Number of Non-Managed Accounts | $2,048,361,000 | 1 |
| Total fiduciary and related assets | $63,908,172,000 | 26 |
| Managed Assets ($) | $14,576,998,000 | 34 |
| Non-managed Assets ($) | $49,331,174,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,044,000 | 36 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,795,904,000 | 1 |
| Number of Managed Accounts | $8,852,000 | 27 |
| Number of Non-Managed Accounts | $1,787,052,000 | 1 |
| Total fiduciary and related assets | $57,986,174,000 | 26 |
| Managed Assets ($) | $14,015,238,000 | 34 |
| Non-managed Assets ($) | $43,970,936,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,604,000 | 37 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,609,770,000 | 1 |
| Number of Managed Accounts | $9,117,000 | 27 |
| Number of Non-Managed Accounts | $1,600,653,000 | 1 |
| Total fiduciary and related assets | $52,502,353,000 | 28 |
| Managed Assets ($) | $13,698,508,000 | 35 |
| Non-managed Assets ($) | $38,803,845,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,458,000 | 37 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,581,095,000 | 1 |
| Number of Managed Accounts | $9,268,000 | 27 |
| Number of Non-Managed Accounts | $1,571,827,000 | 1 |
| Total fiduciary and related assets | $45,166,588,000 | 29 |
| Managed Assets ($) | $12,554,641,000 | 34 |
| Non-managed Assets ($) | $32,611,947,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,759,000 | 37 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,552,412,000 | 1 |
| Number of Managed Accounts | $9,285,000 | 27 |
| Number of Non-Managed Accounts | $1,543,127,000 | 1 |
| Total fiduciary and related assets | $42,655,155,000 | 30 |
| Managed Assets ($) | $12,156,673,000 | 34 |
| Non-managed Assets ($) | $30,498,482,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,753,000 | 37 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,519,274,000 | 1 |
| Number of Managed Accounts | $9,729,000 | 27 |
| Number of Non-Managed Accounts | $1,509,545,000 | 1 |
| Total fiduciary and related assets | $37,090,293,000 | 31 |
| Managed Assets ($) | $10,947,316,000 | 34 |
| Non-managed Assets ($) | $26,142,977,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,854,000 | 37 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,206,781,000 | 2 |
| Number of Managed Accounts | $9,912,000 | 27 |
| Number of Non-Managed Accounts | $1,196,869,000 | 2 |
| Total fiduciary and related assets | $40,962,646,000 | 30 |
| Managed Assets ($) | $13,335,429,000 | 33 |
| Non-managed Assets ($) | $27,627,217,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,977,000 | 35 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,160,102,000 | 2 |
| Number of Managed Accounts | $10,157,000 | 28 |
| Number of Non-Managed Accounts | $1,149,945,000 | 2 |
| Total fiduciary and related assets | $38,114,035,000 | 32 |
| Managed Assets ($) | $12,841,733,000 | 34 |
| Non-managed Assets ($) | $25,272,302,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,779,000 | 36 |
| 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 | $1,127,310,000 | 2 |
| Number of Managed Accounts | $10,322,000 | 28 |
| Number of Non-Managed Accounts | $1,116,988,000 | 2 |
| Total fiduciary and related assets | $37,919,175,000 | 31 |
| Managed Assets ($) | $13,052,313,000 | 33 |
| Non-managed Assets ($) | $24,866,862,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,626,000 | 36 |
| 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 | $1,089,789,000 | 2 |
| Number of Managed Accounts | $10,466,000 | 28 |
| Number of Non-Managed Accounts | $1,079,323,000 | 2 |
| Total fiduciary and related assets | $36,638,539,000 | 31 |
| Managed Assets ($) | $12,829,544,000 | 32 |
| Non-managed Assets ($) | $23,808,995,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,306,000 | 36 |
| 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 | $931,169,000 | 2 |
| Number of Managed Accounts | $10,716,000 | 26 |
| Number of Non-Managed Accounts | $920,453,000 | 2 |
| Total fiduciary and related assets | $31,693,357,000 | 33 |
| Managed Assets ($) | $12,022,038,000 | 33 |
| Non-managed Assets ($) | $19,671,319,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,070,000 | 35 |
| 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 | $916,908,000 | 3 |
| Number of Managed Accounts | $11,019,000 | 26 |
| Number of Non-Managed Accounts | $905,889,000 | 3 |
| Total fiduciary and related assets | $34,958,329,000 | 31 |
| Managed Assets ($) | $13,501,180,000 | 32 |
| Non-managed Assets ($) | $21,457,149,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,766,000 | 35 |
| 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 | $898,544,000 | 2 |
| Number of Managed Accounts | $11,272,000 | 26 |
| Number of Non-Managed Accounts | $887,272,000 | 2 |
| Total fiduciary and related assets | $33,163,174,000 | 33 |
| Managed Assets ($) | $13,384,772,000 | 32 |
| Non-managed Assets ($) | $19,778,402,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,131,000 | 33 |
| 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 | $877,343,000 | 2 |
| Number of Managed Accounts | $11,468,000 | 26 |
| Number of Non-Managed Accounts | $865,875,000 | 2 |
| Total fiduciary and related assets | $33,271,006,000 | 33 |
| Managed Assets ($) | $13,526,969,000 | 32 |
| Non-managed Assets ($) | $19,744,037,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,219,000 | 33 |
| 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 | $711,001,000 | 2 |
| Number of Managed Accounts | $11,524,000 | 26 |
| Number of Non-Managed Accounts | $699,477,000 | 2 |
| Total fiduciary and related assets | $31,398,575,000 | 34 |
| Managed Assets ($) | $13,729,354,000 | 33 |
| Non-managed Assets ($) | $17,669,221,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,936,000 | 33 |
| 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 | $700,703,000 | 2 |
| Number of Managed Accounts | $11,720,000 | 26 |
| Number of Non-Managed Accounts | $688,983,000 | 2 |
| Total fiduciary and related assets | $29,987,531,000 | 35 |
| Managed Assets ($) | $13,398,646,000 | 33 |
| Non-managed Assets ($) | $16,588,885,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,446,000 | 33 |
| 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 | $688,973,000 | 2 |
| Number of Managed Accounts | $11,877,000 | 25 |
| Number of Non-Managed Accounts | $677,096,000 | 2 |
| Total fiduciary and related assets | $28,827,625,000 | 35 |
| Managed Assets ($) | $13,095,144,000 | 32 |
| Non-managed Assets ($) | $15,732,481,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,603,000 | 33 |
| 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 | $706,463,000 | 2 |
| Number of Managed Accounts | $11,993,000 | 25 |
| Number of Non-Managed Accounts | $694,470,000 | 2 |
| Total fiduciary and related assets | $27,888,585,000 | 34 |
| Managed Assets ($) | $12,868,499,000 | 32 |
| Non-managed Assets ($) | $15,020,086,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,261,000 | 33 |
| 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 | $533,006,000 | 3 |
| Number of Managed Accounts | $12,231,000 | 25 |
| Number of Non-Managed Accounts | $520,775,000 | 2 |
| Total fiduciary and related assets | $25,802,670,000 | 35 |
| Managed Assets ($) | $12,549,464,000 | 32 |
| Non-managed Assets ($) | $13,253,206,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,418,000 | 32 |
| 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 | $521,183,000 | 3 |
| Number of Managed Accounts | $12,518,000 | 24 |
| Number of Non-Managed Accounts | $508,665,000 | 3 |
| Total fiduciary and related assets | $25,476,355,000 | 35 |
| Managed Assets ($) | $12,949,606,000 | 32 |
| Non-managed Assets ($) | $12,526,749,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,986,000 | 31 |
| 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 | $505,807,000 | 3 |
| Number of Managed Accounts | $12,834,000 | 23 |
| Number of Non-Managed Accounts | $492,973,000 | 3 |
| Total fiduciary and related assets | $24,717,243,000 | 35 |
| Managed Assets ($) | $12,790,849,000 | 32 |
| Non-managed Assets ($) | $11,926,394,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,045,000 | 31 |
| 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 | $496,772,000 | 3 |
| Number of Managed Accounts | $13,156,000 | 23 |
| Number of Non-Managed Accounts | $483,616,000 | 3 |
| Total fiduciary and related assets | $24,809,606,000 | 35 |
| Managed Assets ($) | $12,944,579,000 | 30 |
| Non-managed Assets ($) | $11,865,027,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,811,000 | 30 |
| 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 | $370,841,000 | 3 |
| Number of Managed Accounts | $14,996,000 | 19 |
| Number of Non-Managed Accounts | $355,845,000 | 3 |
| Total fiduciary and related assets | $23,832,997,000 | 34 |
| Managed Assets ($) | $13,235,716,000 | 29 |
| Non-managed Assets ($) | $10,597,281,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,489,000 | 32 |
| 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 | $366,131,000 | 3 |
| Number of Managed Accounts | $14,475,000 | 19 |
| Number of Non-Managed Accounts | $351,656,000 | 3 |
| Total fiduciary and related assets | $22,502,518,000 | 35 |
| Managed Assets ($) | $12,630,995,000 | 30 |
| Non-managed Assets ($) | $9,871,523,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,908,000 | 32 |
| 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 | $365,683,000 | 3 |
| Number of Managed Accounts | $13,854,000 | 20 |
| Number of Non-Managed Accounts | $351,829,000 | 3 |
| Total fiduciary and related assets | $23,631,530,000 | 36 |
| Managed Assets ($) | $13,071,952,000 | 31 |
| Non-managed Assets ($) | $10,559,578,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,711,000 | 33 |
| 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 | $360,077,000 | 3 |
| Number of Managed Accounts | $13,198,000 | 20 |
| Number of Non-Managed Accounts | $346,879,000 | 3 |
| Total fiduciary and related assets | $22,805,204,000 | 36 |
| Managed Assets ($) | $12,823,933,000 | 30 |
| Non-managed Assets ($) | $9,981,271,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,312,000 | 33 |
| 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 | $281,123,000 | 3 |
| Number of Managed Accounts | $14,360,000 | 18 |
| Number of Non-Managed Accounts | $266,763,000 | 3 |
| Total fiduciary and related assets | $21,377,539,000 | 37 |
| Managed Assets ($) | $12,466,624,000 | 32 |
| Non-managed Assets ($) | $8,910,915,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $84,197,000 | 36 |
| 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 | $277,249,000 | 3 |
| Number of Managed Accounts | $13,830,000 | 18 |
| Number of Non-Managed Accounts | $263,419,000 | 3 |
| Total fiduciary and related assets | $20,744,821,000 | 37 |
| Managed Assets ($) | $12,064,104,000 | 32 |
| Non-managed Assets ($) | $8,680,717,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,027,000 | 35 |
| 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 | $270,432,000 | 3 |
| Number of Managed Accounts | $13,338,000 | 18 |
| Number of Non-Managed Accounts | $257,094,000 | 3 |
| Total fiduciary and related assets | $20,652,103,000 | 36 |
| Managed Assets ($) | $12,019,458,000 | 33 |
| Non-managed Assets ($) | $8,632,645,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,847,000 | 35 |
| 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 | $265,673,000 | 4 |
| Number of Managed Accounts | $12,749,000 | 19 |
| Number of Non-Managed Accounts | $252,924,000 | 4 |
| Total fiduciary and related assets | $19,662,354,000 | 37 |
| Managed Assets ($) | $11,404,669,000 | 34 |
| Non-managed Assets ($) | $8,257,685,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,738,000 | 35 |
| 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 | $192,394,000 | 5 |
| Number of Managed Accounts | $12,136,000 | 19 |
| Number of Non-Managed Accounts | $180,258,000 | 4 |
| Total fiduciary and related assets | $18,165,811,000 | 39 |
| Managed Assets ($) | $10,952,861,000 | 34 |
| Non-managed Assets ($) | $7,212,950,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,302,000 | 37 |
| 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 | $189,326,000 | 5 |
| Number of Managed Accounts | $11,591,000 | 20 |
| Number of Non-Managed Accounts | $177,735,000 | 4 |
| Total fiduciary and related assets | $16,706,214,000 | 40 |
| Managed Assets ($) | $10,215,995,000 | 35 |
| Non-managed Assets ($) | $6,490,219,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,827,000 | 37 |
| 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 | $186,250,000 | 5 |
| Number of Managed Accounts | $11,061,000 | 19 |
| Number of Non-Managed Accounts | $175,189,000 | 4 |
| Total fiduciary and related assets | $15,788,696,000 | 41 |
| Managed Assets ($) | $9,553,081,000 | 35 |
| Non-managed Assets ($) | $6,235,615,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,550,000 | 38 |
| 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 | $182,731,000 | 5 |
| Number of Managed Accounts | $10,533,000 | 22 |
| Number of Non-Managed Accounts | $172,198,000 | 4 |
| Total fiduciary and related assets | $14,536,802,000 | 46 |
| Managed Assets ($) | $9,234,689,000 | 35 |
| Non-managed Assets ($) | $5,302,113,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,615,000 | 38 |
| 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 | $144,322,000 | 7 |
| Number of Managed Accounts | $10,292,000 | 21 |
| Number of Non-Managed Accounts | $134,030,000 | 5 |
| Total fiduciary and related assets | $12,988,437,000 | 46 |
| Managed Assets ($) | $8,459,305,000 | 36 |
| Non-managed Assets ($) | $4,529,132,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,344,000 | 43 |
| 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 | $141,889,000 | 7 |
| Number of Managed Accounts | $9,626,000 | 21 |
| Number of Non-Managed Accounts | $132,263,000 | 5 |
| Total fiduciary and related assets | $12,244,053,000 | 47 |
| Managed Assets ($) | $7,946,307,000 | 37 |
| Non-managed Assets ($) | $4,297,746,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,821,000 | 43 |
| 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 | $133,570,000 | 7 |
| Number of Managed Accounts | $9,160,000 | 23 |
| Number of Non-Managed Accounts | $124,410,000 | 6 |
| Total fiduciary and related assets | $11,406,969,000 | 47 |
| Managed Assets ($) | $7,418,264,000 | 37 |
| Non-managed Assets ($) | $3,988,705,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,580,000 | 43 |
| 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 | $131,338,000 | 7 |
| Number of Managed Accounts | $9,986,000 | 22 |
| Number of Non-Managed Accounts | $121,352,000 | 6 |
| Total fiduciary and related assets | $11,496,156,000 | 47 |
| Managed Assets ($) | $7,423,198,000 | 38 |
| Non-managed Assets ($) | $4,072,958,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,176,000 | 43 |
| 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 | $10,209,000 | 35 |
| Number of Managed Accounts | $9,353,000 | 23 |
| Number of Non-Managed Accounts | $856,000 | 78 |
| Total fiduciary and related assets | $9,665,713,000 | 51 |
| Managed Assets ($) | $6,487,307,000 | 41 |
| Non-managed Assets ($) | $3,178,406,000 | 49 |
| 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 | $9,740,000 | 36 |
| Number of Managed Accounts | $8,912,000 | 25 |
| Number of Non-Managed Accounts | $828,000 | 70 |
| Total fiduciary and related assets | $8,913,910,000 | 53 |
| Managed Assets ($) | $6,043,854,000 | 44 |
| Non-managed Assets ($) | $2,870,056,000 | 51 |
| 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 | $9,250,000 | 37 |
| Number of Managed Accounts | $8,423,000 | 25 |
| Number of Non-Managed Accounts | $827,000 | 75 |
| Total fiduciary and related assets | $9,568,135,000 | 53 |
| Managed Assets ($) | $6,471,777,000 | 45 |
| Non-managed Assets ($) | $3,096,358,000 | 52 |
| 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 | $8,694,000 | 36 |
| Number of Managed Accounts | $7,885,000 | 26 |
| Number of Non-Managed Accounts | $809,000 | 77 |
| Total fiduciary and related assets | $9,140,440,000 | 55 |
| Managed Assets ($) | $6,153,589,000 | 45 |
| Non-managed Assets ($) | $2,986,851,000 | 53 |
| 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 | $8,357,000 | 40 |
| Number of Managed Accounts | $7,553,000 | 29 |
| Number of Non-Managed Accounts | $804,000 | 87 |
| Total fiduciary and related assets | $8,215,696,000 | 59 |
| Managed Assets ($) | $5,560,522,000 | 47 |
| Non-managed Assets ($) | $2,655,174,000 | 54 |
| 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 | $7,895,000 | 39 |
| Number of Managed Accounts | $7,097,000 | 29 |
| Number of Non-Managed Accounts | $798,000 | 79 |
| Total fiduciary and related assets | $7,432,745,000 | 60 |
| Managed Assets ($) | $5,089,395,000 | 47 |
| Non-managed Assets ($) | $2,343,350,000 | 58 |
| 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 | $7,537,000 | 41 |
| Number of Managed Accounts | $6,777,000 | 28 |
| Number of Non-Managed Accounts | $760,000 | 82 |
| Total fiduciary and related assets | $6,452,325,000 | 60 |
| Managed Assets ($) | $4,478,422,000 | 49 |
| Non-managed Assets ($) | $1,973,903,000 | 60 |
| 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 | $7,180,000 | 46 |
| Number of Managed Accounts | $6,427,000 | 29 |
| Number of Non-Managed Accounts | $753,000 | 84 |
| Total fiduciary and related assets | $6,719,990,000 | 60 |
| Managed Assets ($) | $4,440,232,000 | 50 |
| Non-managed Assets ($) | $2,279,758,000 | 58 |
| 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 | $6,599,000 | 50 |
| Number of Managed Accounts | $5,855,000 | 32 |
| Number of Non-Managed Accounts | $744,000 | 98 |
| Total fiduciary and related assets | $6,093,312,000 | 63 |
| Managed Assets ($) | $4,048,259,000 | 54 |
| Non-managed Assets ($) | $2,045,053,000 | 61 |
| 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 | $7,012,000 | 50 |
| Number of Managed Accounts | $6,325,000 | 32 |
| Number of Non-Managed Accounts | $687,000 | 90 |
| Total fiduciary and related assets | $5,493,415,000 | 65 |
| Managed Assets ($) | $3,849,734,000 | 54 |
| Non-managed Assets ($) | $1,643,681,000 | 69 |
| 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 | $6,430,000 | 51 |
| Number of Managed Accounts | $5,779,000 | 35 |
| Number of Non-Managed Accounts | $651,000 | 90 |
| Total fiduciary and related assets | $4,564,570,000 | 70 |
| Managed Assets ($) | $3,205,759,000 | 58 |
| Non-managed Assets ($) | $1,358,811,000 | 75 |
| 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 | $5,957,000 | 52 |
| Number of Managed Accounts | $5,320,000 | 36 |
| Number of Non-Managed Accounts | $637,000 | 91 |
| Total fiduciary and related assets | $3,792,114,000 | 76 |
| Managed Assets ($) | $2,699,135,000 | 63 |
| Non-managed Assets ($) | $1,092,979,000 | 78 |
| 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 | $5,735,000 | 55 |
| Number of Managed Accounts | $5,061,000 | 37 |
| Number of Non-Managed Accounts | $674,000 | 107 |
| Total fiduciary and related assets | $3,926,500,000 | 80 |
| Managed Assets ($) | $2,865,555,000 | 62 |
| Non-managed Assets ($) | $1,060,945,000 | 83 |
| 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 | $5,528,000 | 52 |
| Number of Managed Accounts | $4,856,000 | 38 |
| Number of Non-Managed Accounts | $672,000 | 94 |
| Total fiduciary and related assets | $4,688,358,000 | 73 |
| Managed Assets ($) | $3,340,100,000 | 60 |
| Non-managed Assets ($) | $1,348,258,000 | 80 |
| 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 | $5,042,000 | 59 |
| Number of Managed Accounts | $4,387,000 | 43 |
| Number of Non-Managed Accounts | $655,000 | 96 |
| Total fiduciary and related assets | $4,833,134,000 | 76 |
| Managed Assets ($) | $3,448,907,000 | 63 |
| Non-managed Assets ($) | $1,384,227,000 | 82 |
| 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 | $4,438,000 | 67 |
| Number of Managed Accounts | $3,807,000 | 48 |
| Number of Non-Managed Accounts | $631,000 | 96 |
| Total fiduciary and related assets | $4,195,997,000 | 85 |
| Managed Assets ($) | $3,097,073,000 | 65 |
| Non-managed Assets ($) | $1,098,924,000 | 95 |
| 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 | $4,042,000 | 75 |
| Number of Managed Accounts | $3,449,000 | 55 |
| Number of Non-Managed Accounts | $593,000 | 115 |
| Total fiduciary and related assets | $3,784,166,000 | 87 |
| Managed Assets ($) | $2,794,526,000 | 68 |
| Non-managed Assets ($) | $989,640,000 | 101 |
| 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 | $3,744,000 | 75 |
| Number of Managed Accounts | $3,232,000 | 55 |
| Number of Non-Managed Accounts | $512,000 | 105 |
| Total fiduciary and related assets | $3,472,340,000 | 91 |
| Managed Assets ($) | $2,605,260,000 | 70 |
| Non-managed Assets ($) | $867,080,000 | 106 |
| 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 | $3,354,000 | 78 |
| Number of Managed Accounts | $2,842,000 | 62 |
| Number of Non-Managed Accounts | $512,000 | 110 |
| Total fiduciary and related assets | $3,109,448,000 | 97 |
| Managed Assets ($) | $2,289,026,000 | 77 |
| Non-managed Assets ($) | $820,422,000 | 113 |
| 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 | $2,874,000 | 85 |
| Number of Managed Accounts | $2,405,000 | 68 |
| Number of Non-Managed Accounts | $469,000 | 113 |
| Total fiduciary and related assets | $2,731,664,000 | 103 |
| Managed Assets ($) | $1,965,210,000 | 86 |
| Non-managed Assets ($) | $766,454,000 | 114 |
| 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 | $2,443,000 | 97 |
| Number of Managed Accounts | $2,034,000 | 82 |
| Number of Non-Managed Accounts | $409,000 | 149 |
| Total fiduciary and related assets | $2,405,004,000 | 108 |
| Managed Assets ($) | $1,742,234,000 | 93 |
| Non-managed Assets ($) | $662,770,000 | 123 |
| 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 | $2,148,000 | 110 |
| Number of Managed Accounts | $1,753,000 | 96 |
| Number of Non-Managed Accounts | $395,000 | 127 |
| Total fiduciary and related assets | $2,081,948,000 | 122 |
| Managed Assets ($) | $1,471,828,000 | 101 |
| Non-managed Assets ($) | $610,120,000 | 124 |
| 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 | $1,944,000 | 124 |
| Number of Managed Accounts | $1,563,000 | 108 |
| Number of Non-Managed Accounts | $381,000 | 132 |
| Total fiduciary and related assets | $1,850,012,000 | 129 |
| Managed Assets ($) | $1,316,142,000 | 111 |
| Non-managed Assets ($) | $533,870,000 | 134 |
| 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 | $1,699,000 | 135 |
| Number of Managed Accounts | $1,337,000 | 125 |
| Number of Non-Managed Accounts | $362,000 | 137 |
| Total fiduciary and related assets | $1,744,465,000 | 135 |
| Managed Assets ($) | $1,203,253,000 | 116 |
| Non-managed Assets ($) | $541,212,000 | 134 |
| 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 | $1,508,000 | 156 |
| Number of Managed Accounts | $1,181,000 | 144 |
| Number of Non-Managed Accounts | $327,000 | 178 |
| Total fiduciary and related assets | $1,526,574,000 | 145 |
| Managed Assets ($) | $1,052,624,000 | 122 |
| Non-managed Assets ($) | $473,950,000 | 140 |
| 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 | $1,325,000 | 162 |
| Number of Managed Accounts | $1,021,000 | 153 |
| Number of Non-Managed Accounts | $304,000 | 144 |
| Total fiduciary and related assets | $1,333,810,000 | 154 |
| Managed Assets ($) | $895,948,000 | 140 |
| Non-managed Assets ($) | $437,862,000 | 143 |
| 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 | $1,251,000 | 170 |
| Number of Managed Accounts | $977,000 | 158 |
| Number of Non-Managed Accounts | $274,000 | 153 |
| Total fiduciary and related assets | $1,313,464,000 | 152 |
| Managed Assets ($) | $839,696,000 | 145 |
| Non-managed Assets ($) | $473,768,000 | 135 |
| 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 | $1,240,000 | 174 |
| Number of Managed Accounts | $984,000 | 155 |
| Number of Non-Managed Accounts | $256,000 | 162 |
| Total fiduciary and related assets | $1,292,365,000 | 158 |
| Managed Assets ($) | $835,731,000 | 142 |
| Non-managed Assets ($) | $456,634,000 | 142 |
| 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 | $1,206,000 | 189 |
| Number of Managed Accounts | $971,000 | 158 |
| Number of Non-Managed Accounts | $235,000 | 233 |
| Total fiduciary and related assets | $1,311,819,000 | 158 |
| Managed Assets ($) | $857,779,000 | 138 |
| Non-managed Assets ($) | $454,040,000 | 146 |
| 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 | $1,226,000 | 176 |
| Number of Managed Accounts | $1,004,000 | 153 |
| Number of Non-Managed Accounts | $222,000 | 178 |
| Total fiduciary and related assets | $1,209,211,000 | 161 |
| Managed Assets ($) | $822,568,000 | 139 |
| Non-managed Assets ($) | $386,643,000 | 155 |
| 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 | $1,211,000 | 178 |
| Number of Managed Accounts | $1,000,000 | 155 |
| Number of Non-Managed Accounts | $211,000 | 191 |
| Total fiduciary and related assets | $1,176,209,000 | 164 |
| Managed Assets ($) | $824,863,000 | 134 |
| Non-managed Assets ($) | $351,346,000 | 160 |
| 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 | $1,182,000 | 179 |
| Number of Managed Accounts | $992,000 | 156 |
| Number of Non-Managed Accounts | $190,000 | 201 |
| Total fiduciary and related assets | $1,141,873,000 | 165 |
| Managed Assets ($) | $826,184,000 | 138 |
| Non-managed Assets ($) | $315,689,000 | 160 |
| 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 | $1,127,000 | 207 |
| Number of Managed Accounts | $962,000 | 173 |
| Number of Non-Managed Accounts | $165,000 | 311 |
| Total fiduciary and related assets | $1,023,301,000 | 178 |
| Managed Assets ($) | $752,367,000 | 152 |
| Non-managed Assets ($) | $270,934,000 | 177 |
| 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 | $1,111,000 | 202 |
| Number of Managed Accounts | $990,000 | 164 |
| Number of Non-Managed Accounts | $121,000 | 257 |
| Total fiduciary and related assets | $990,021,000 | 184 |
| Managed Assets ($) | $718,658,000 | 157 |
| Non-managed Assets ($) | $271,363,000 | 173 |
| 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 | $1,088,000 | 204 |
| Number of Managed Accounts | $1,052,000 | 158 |
| Number of Non-Managed Accounts | $36,000 | 345 |
| Total fiduciary and related assets | $950,218,000 | 190 |
| Managed Assets ($) | $729,499,000 | 156 |
| Non-managed Assets ($) | $220,719,000 | 188 |
| 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 | $1,106,000 | 208 |
| Number of Managed Accounts | $1,081,000 | 159 |
| Number of Non-Managed Accounts | $25,000 | 373 |
| Total fiduciary and related assets | $955,832,000 | 189 |
| Managed Assets ($) | $679,041,000 | 164 |
| Non-managed Assets ($) | $276,791,000 | 180 |
| 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 | $11,288,000 | 44 |
| Number of Managed Accounts | $1,112,000 | 166 |
| Number of Non-Managed Accounts | $10,176,000 | 22 |
| Total fiduciary and related assets | $977,525,000 | 188 |
| Managed Assets ($) | $723,096,000 | 156 |
| Non-managed Assets ($) | $254,429,000 | 186 |
| 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 |