Home > Fiduciary Trust Company International > Fiduciary and Related Services
Fiduciary Trust Company International, Fiduciary and Related Services
| 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 | $7,525,000 | 42 |
| Number of Managed Accounts | $6,809,000 | 33 |
| Number of Non-Managed Accounts | $716,000 | 74 |
| Total fiduciary and related assets | $31,079,575,000 | 30 |
| Managed Assets ($) | $24,908,108,000 | 20 |
| Non-managed Assets ($) | $6,171,467,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,366,000 | 24 |
| 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 | $7,532,000 | 42 |
| Number of Managed Accounts | $6,827,000 | 33 |
| Number of Non-Managed Accounts | $705,000 | 75 |
| Total fiduciary and related assets | $31,313,167,000 | 30 |
| Managed Assets ($) | $25,152,306,000 | 20 |
| Non-managed Assets ($) | $6,160,861,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,040,000 | 24 |
| 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 | $7,591,000 | 43 |
| Number of Managed Accounts | $6,884,000 | 32 |
| Number of Non-Managed Accounts | $707,000 | 84 |
| Total fiduciary and related assets | $30,522,300,000 | 30 |
| Managed Assets ($) | $24,356,688,000 | 20 |
| Non-managed Assets ($) | $6,165,612,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $151,646,000 | 24 |
| 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 | $7,661,000 | 40 |
| Number of Managed Accounts | $7,103,000 | 30 |
| Number of Non-Managed Accounts | $558,000 | 87 |
| Total fiduciary and related assets | $29,797,994,000 | 30 |
| Managed Assets ($) | $24,547,913,000 | 20 |
| Non-managed Assets ($) | $5,250,081,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $114,726,000 | 24 |
| 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 | $7,448,000 | 40 |
| Number of Managed Accounts | $6,896,000 | 30 |
| Number of Non-Managed Accounts | $552,000 | 87 |
| Total fiduciary and related assets | $30,866,187,000 | 29 |
| Managed Assets ($) | $25,722,209,000 | 19 |
| Non-managed Assets ($) | $5,143,978,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,698,000 | 24 |
| 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 | $7,522,000 | 42 |
| Number of Managed Accounts | $6,913,000 | 31 |
| Number of Non-Managed Accounts | $609,000 | 85 |
| Total fiduciary and related assets | $29,812,930,000 | 30 |
| Managed Assets ($) | $24,816,799,000 | 21 |
| Non-managed Assets ($) | $4,996,131,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,817,000 | 25 |
| 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 | $7,474,000 | 41 |
| Number of Managed Accounts | $6,869,000 | 30 |
| Number of Non-Managed Accounts | $605,000 | 95 |
| Total fiduciary and related assets | $29,870,124,000 | 30 |
| Managed Assets ($) | $24,192,389,000 | 21 |
| Non-managed Assets ($) | $5,677,735,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,532,000 | 26 |
| 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 | $7,389,000 | 39 |
| Number of Managed Accounts | $6,808,000 | 30 |
| Number of Non-Managed Accounts | $581,000 | 87 |
| Total fiduciary and related assets | $28,573,696,000 | 31 |
| Managed Assets ($) | $22,878,268,000 | 22 |
| Non-managed Assets ($) | $5,695,428,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $97,637,000 | 25 |
| 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 | $7,342,000 | 40 |
| Number of Managed Accounts | $6,756,000 | 29 |
| Number of Non-Managed Accounts | $586,000 | 87 |
| Total fiduciary and related assets | $26,821,784,000 | 31 |
| Managed Assets ($) | $21,724,391,000 | 22 |
| Non-managed Assets ($) | $5,097,393,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,049,000 | 25 |
| 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 | $7,304,000 | 41 |
| Number of Managed Accounts | $6,723,000 | 28 |
| Number of Non-Managed Accounts | $581,000 | 89 |
| Total fiduciary and related assets | $26,643,817,000 | 31 |
| Managed Assets ($) | $21,643,667,000 | 22 |
| Non-managed Assets ($) | $5,000,150,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,868,000 | 28 |
| 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 | $7,242,000 | 40 |
| Number of Managed Accounts | $6,695,000 | 27 |
| Number of Non-Managed Accounts | $547,000 | 99 |
| Total fiduciary and related assets | $25,931,748,000 | 31 |
| Managed Assets ($) | $21,104,499,000 | 22 |
| Non-managed Assets ($) | $4,827,249,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $128,450,000 | 26 |
| 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 | $6,954,000 | 40 |
| Number of Managed Accounts | $6,482,000 | 27 |
| Number of Non-Managed Accounts | $472,000 | 93 |
| Total fiduciary and related assets | $25,641,844,000 | 29 |
| Managed Assets ($) | $21,006,185,000 | 22 |
| Non-managed Assets ($) | $4,635,659,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $97,235,000 | 26 |
| 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 | $6,849,000 | 41 |
| Number of Managed Accounts | $6,381,000 | 29 |
| Number of Non-Managed Accounts | $468,000 | 95 |
| Total fiduciary and related assets | $30,494,512,000 | 27 |
| Managed Assets ($) | $26,058,549,000 | 18 |
| Non-managed Assets ($) | $4,435,963,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,150,000 | 24 |
| 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 | $6,804,000 | 43 |
| Number of Managed Accounts | $6,344,000 | 30 |
| Number of Non-Managed Accounts | $460,000 | 96 |
| Total fiduciary and related assets | $30,297,722,000 | 27 |
| Managed Assets ($) | $25,889,493,000 | 19 |
| Non-managed Assets ($) | $4,408,229,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,330,000 | 24 |
| 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 | $6,672,000 | 44 |
| Number of Managed Accounts | $6,220,000 | 30 |
| Number of Non-Managed Accounts | $452,000 | 116 |
| Total fiduciary and related assets | $29,408,102,000 | 27 |
| Managed Assets ($) | $25,013,823,000 | 18 |
| Non-managed Assets ($) | $4,394,279,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,512,000 | 20 |
| 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 | $6,601,000 | 45 |
| Number of Managed Accounts | $6,169,000 | 31 |
| Number of Non-Managed Accounts | $432,000 | 102 |
| Total fiduciary and related assets | $39,672,462,000 | 22 |
| Managed Assets ($) | $24,516,340,000 | 19 |
| Non-managed Assets ($) | $15,156,122,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,262,000 | 21 |
| 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 | $6,594,000 | 46 |
| Number of Managed Accounts | $6,169,000 | 32 |
| Number of Non-Managed Accounts | $425,000 | 104 |
| Total fiduciary and related assets | $43,530,344,000 | 23 |
| Managed Assets ($) | $25,845,969,000 | 18 |
| Non-managed Assets ($) | $17,684,375,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,369,000 | 20 |
| 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 | $6,535,000 | 46 |
| Number of Managed Accounts | $6,110,000 | 30 |
| Number of Non-Managed Accounts | $425,000 | 107 |
| Total fiduciary and related assets | $43,449,885,000 | 23 |
| Managed Assets ($) | $25,395,119,000 | 18 |
| Non-managed Assets ($) | $18,054,766,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,047,000 | 21 |
| 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 | $6,465,000 | 48 |
| Number of Managed Accounts | $6,049,000 | 31 |
| Number of Non-Managed Accounts | $416,000 | 130 |
| Total fiduciary and related assets | $41,457,588,000 | 24 |
| Managed Assets ($) | $24,557,243,000 | 19 |
| Non-managed Assets ($) | $16,900,345,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,436,000 | 23 |
| 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 | $6,271,000 | 46 |
| Number of Managed Accounts | $5,858,000 | 30 |
| Number of Non-Managed Accounts | $413,000 | 115 |
| Total fiduciary and related assets | $51,155,273,000 | 23 |
| Managed Assets ($) | $23,357,786,000 | 19 |
| Non-managed Assets ($) | $27,797,487,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $90,865,000 | 23 |
| 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 | $6,289,000 | 47 |
| Number of Managed Accounts | $5,859,000 | 30 |
| Number of Non-Managed Accounts | $430,000 | 112 |
| Total fiduciary and related assets | $47,344,435,000 | 24 |
| Managed Assets ($) | $21,643,709,000 | 19 |
| Non-managed Assets ($) | $25,700,726,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,525,000 | 23 |
| 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 | $6,159,000 | 47 |
| Number of Managed Accounts | $5,728,000 | 30 |
| Number of Non-Managed Accounts | $431,000 | 117 |
| Total fiduciary and related assets | $52,096,184,000 | 24 |
| Managed Assets ($) | $23,057,228,000 | 19 |
| Non-managed Assets ($) | $29,038,956,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,488,000 | 23 |
| 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 | $6,044,000 | 53 |
| Number of Managed Accounts | $5,623,000 | 33 |
| Number of Non-Managed Accounts | $421,000 | 144 |
| Total fiduciary and related assets | $50,454,403,000 | 24 |
| Managed Assets ($) | $21,490,629,000 | 20 |
| Non-managed Assets ($) | $28,963,774,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $109,176,000 | 24 |
| 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 | $5,936,000 | 52 |
| Number of Managed Accounts | $5,511,000 | 33 |
| Number of Non-Managed Accounts | $425,000 | 117 |
| Total fiduciary and related assets | $47,732,460,000 | 27 |
| Managed Assets ($) | $19,582,272,000 | 24 |
| Non-managed Assets ($) | $28,150,188,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,142,000 | 25 |
| 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 | $5,891,000 | 53 |
| Number of Managed Accounts | $5,472,000 | 36 |
| Number of Non-Managed Accounts | $419,000 | 119 |
| Total fiduciary and related assets | $42,388,313,000 | 27 |
| Managed Assets ($) | $16,731,090,000 | 25 |
| Non-managed Assets ($) | $25,657,223,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,862,000 | 24 |
| 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 | $5,797,000 | 53 |
| Number of Managed Accounts | $5,404,000 | 35 |
| Number of Non-Managed Accounts | $393,000 | 124 |
| Total fiduciary and related assets | $38,781,162,000 | 27 |
| Managed Assets ($) | $15,945,358,000 | 25 |
| Non-managed Assets ($) | $22,835,804,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,057,000 | 24 |
| 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 | $5,747,000 | 54 |
| Number of Managed Accounts | $5,390,000 | 35 |
| Number of Non-Managed Accounts | $357,000 | 163 |
| Total fiduciary and related assets | $41,076,800,000 | 26 |
| Managed Assets ($) | $17,476,630,000 | 24 |
| Non-managed Assets ($) | $23,600,170,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $128,347,000 | 23 |
| 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 | $5,305,000 | 54 |
| Number of Managed Accounts | $5,094,000 | 37 |
| Number of Non-Managed Accounts | $211,000 | 164 |
| Total fiduciary and related assets | $45,495,077,000 | 26 |
| Managed Assets ($) | $41,727,803,000 | 16 |
| Non-managed Assets ($) | $3,767,274,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $98,822,000 | 26 |
| 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 | $5,260,000 | 56 |
| Number of Managed Accounts | $5,066,000 | 38 |
| Number of Non-Managed Accounts | $194,000 | 176 |
| Total fiduciary and related assets | $52,735,437,000 | 27 |
| Managed Assets ($) | $49,071,931,000 | 14 |
| Non-managed Assets ($) | $3,663,506,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,088,000 | 27 |
| 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 | $5,187,000 | 56 |
| Number of Managed Accounts | $5,019,000 | 37 |
| Number of Non-Managed Accounts | $168,000 | 181 |
| Total fiduciary and related assets | $53,441,641,000 | 26 |
| Managed Assets ($) | $50,052,070,000 | 13 |
| Non-managed Assets ($) | $3,389,571,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,837,000 | 27 |
| 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 | $5,129,000 | 59 |
| Number of Managed Accounts | $4,974,000 | 38 |
| Number of Non-Managed Accounts | $155,000 | 274 |
| Total fiduciary and related assets | $54,199,729,000 | 26 |
| Managed Assets ($) | $51,028,145,000 | 14 |
| Non-managed Assets ($) | $3,171,584,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $138,554,000 | 27 |
| 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 | $5,106,000 | 56 |
| Number of Managed Accounts | $4,955,000 | 40 |
| Number of Non-Managed Accounts | $151,000 | 184 |
| Total fiduciary and related assets | $52,746,402,000 | 27 |
| Managed Assets ($) | $49,757,077,000 | 15 |
| Non-managed Assets ($) | $2,989,325,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,223,000 | 28 |
| 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 | $5,083,000 | 59 |
| Number of Managed Accounts | $4,938,000 | 40 |
| Number of Non-Managed Accounts | $145,000 | 201 |
| Total fiduciary and related assets | $49,687,127,000 | 28 |
| Managed Assets ($) | $47,702,462,000 | 15 |
| Non-managed Assets ($) | $1,984,665,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,897,000 | 30 |
| 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 | $5,118,000 | 57 |
| Number of Managed Accounts | $4,967,000 | 39 |
| Number of Non-Managed Accounts | $151,000 | 197 |
| Total fiduciary and related assets | $47,826,777,000 | 27 |
| Managed Assets ($) | $45,723,178,000 | 17 |
| Non-managed Assets ($) | $2,103,599,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,538,000 | 30 |
| 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 | $5,095,000 | 60 |
| Number of Managed Accounts | $4,952,000 | 37 |
| Number of Non-Managed Accounts | $143,000 | 294 |
| Total fiduciary and related assets | $46,793,830,000 | 27 |
| Managed Assets ($) | $44,848,544,000 | 17 |
| Non-managed Assets ($) | $1,945,286,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $133,126,000 | 29 |
| 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 | $5,104,000 | 61 |
| Number of Managed Accounts | $4,958,000 | 39 |
| Number of Non-Managed Accounts | $146,000 | 206 |
| Total fiduciary and related assets | $48,911,296,000 | 27 |
| Managed Assets ($) | $47,183,221,000 | 17 |
| Non-managed Assets ($) | $1,728,075,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,087,000 | 28 |
| 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 | $5,201,000 | 59 |
| Number of Managed Accounts | $5,056,000 | 39 |
| Number of Non-Managed Accounts | $145,000 | 213 |
| Total fiduciary and related assets | $48,397,466,000 | 25 |
| Managed Assets ($) | $46,707,405,000 | 17 |
| Non-managed Assets ($) | $1,690,061,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,656,000 | 27 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,420,000 | 56 |
| Number of Managed Accounts | $5,270,000 | 39 |
| Number of Non-Managed Accounts | $150,000 | 212 |
| Total fiduciary and related assets | $48,420,774,000 | 25 |
| Managed Assets ($) | $46,740,621,000 | 17 |
| Non-managed Assets ($) | $1,680,153,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,183,000 | 28 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,642,000 | 58 |
| Number of Managed Accounts | $5,327,000 | 42 |
| Number of Non-Managed Accounts | $315,000 | 182 |
| Total fiduciary and related assets | $48,205,402,000 | 26 |
| Managed Assets ($) | $46,377,878,000 | 17 |
| Non-managed Assets ($) | $1,827,524,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $124,643,000 | 29 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,483,000 | 56 |
| Number of Managed Accounts | $5,309,000 | 39 |
| Number of Non-Managed Accounts | $174,000 | 198 |
| Total fiduciary and related assets | $46,752,965,000 | 27 |
| Managed Assets ($) | $44,897,079,000 | 19 |
| Non-managed Assets ($) | $1,855,886,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,852,000 | 30 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,434,000 | 56 |
| Number of Managed Accounts | $5,298,000 | 39 |
| Number of Non-Managed Accounts | $136,000 | 222 |
| Total fiduciary and related assets | $44,969,960,000 | 27 |
| Managed Assets ($) | $43,147,804,000 | 19 |
| Non-managed Assets ($) | $1,822,156,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,718,000 | 30 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,448,000 | 60 |
| Number of Managed Accounts | $5,318,000 | 40 |
| Number of Non-Managed Accounts | $130,000 | 230 |
| Total fiduciary and related assets | $45,429,301,000 | 29 |
| Managed Assets ($) | $43,525,028,000 | 20 |
| Non-managed Assets ($) | $1,904,273,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,003,000 | 30 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,435,000 | 67 |
| Number of Managed Accounts | $5,317,000 | 42 |
| Number of Non-Managed Accounts | $118,000 | 370 |
| Total fiduciary and related assets | $44,175,419,000 | 30 |
| Managed Assets ($) | $42,463,135,000 | 20 |
| Non-managed Assets ($) | $1,712,284,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $123,391,000 | 31 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,414,000 | 61 |
| Number of Managed Accounts | $5,297,000 | 41 |
| Number of Non-Managed Accounts | $117,000 | 240 |
| Total fiduciary and related assets | $40,506,067,000 | 30 |
| Managed Assets ($) | $38,866,548,000 | 20 |
| Non-managed Assets ($) | $1,639,519,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,472,000 | 30 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,405,000 | 62 |
| Number of Managed Accounts | $5,305,000 | 40 |
| Number of Non-Managed Accounts | $100,000 | 258 |
| Total fiduciary and related assets | $40,221,934,000 | 30 |
| Managed Assets ($) | $39,132,729,000 | 20 |
| Non-managed Assets ($) | $1,089,205,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,065,000 | 30 |
| 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 | $5,415,000 | 63 |
| Number of Managed Accounts | $5,311,000 | 41 |
| Number of Non-Managed Accounts | $104,000 | 259 |
| Total fiduciary and related assets | $43,367,729,000 | 29 |
| Managed Assets ($) | $40,738,220,000 | 20 |
| Non-managed Assets ($) | $2,629,509,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,318,000 | 30 |
| 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 | $5,353,000 | 72 |
| Number of Managed Accounts | $5,258,000 | 45 |
| Number of Non-Managed Accounts | $95,000 | 446 |
| Total fiduciary and related assets | $43,118,913,000 | 30 |
| Managed Assets ($) | $41,513,408,000 | 20 |
| Non-managed Assets ($) | $1,605,505,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $123,261,000 | 29 |
| 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 | $5,423,000 | 67 |
| Number of Managed Accounts | $5,322,000 | 44 |
| Number of Non-Managed Accounts | $101,000 | 270 |
| Total fiduciary and related assets | $42,301,855,000 | 28 |
| Managed Assets ($) | $40,827,701,000 | 19 |
| Non-managed Assets ($) | $1,474,154,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,030,000 | 29 |
| 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 | $5,484,000 | 67 |
| Number of Managed Accounts | $5,383,000 | 43 |
| Number of Non-Managed Accounts | $101,000 | 278 |
| Total fiduciary and related assets | $42,051,308,000 | 28 |
| Managed Assets ($) | $40,386,331,000 | 19 |
| Non-managed Assets ($) | $1,664,977,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,477,000 | 31 |
| 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 | $5,978,000 | 65 |
| Number of Managed Accounts | $5,753,000 | 44 |
| Number of Non-Managed Accounts | $225,000 | 209 |
| Total fiduciary and related assets | $38,145,523,000 | 28 |
| Managed Assets ($) | $36,651,689,000 | 19 |
| Non-managed Assets ($) | $1,493,834,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,291,000 | 29 |
| 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 | $5,806,000 | 68 |
| Number of Managed Accounts | $5,578,000 | 47 |
| Number of Non-Managed Accounts | $228,000 | 271 |
| Total fiduciary and related assets | $38,532,295,000 | 29 |
| Managed Assets ($) | $37,080,797,000 | 19 |
| Non-managed Assets ($) | $1,451,498,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,827,000 | 26 |
| 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 | $6,076,000 | 61 |
| Number of Managed Accounts | $5,868,000 | 42 |
| Number of Non-Managed Accounts | $208,000 | 278 |
| Total fiduciary and related assets | $32,406,417,000 | 34 |
| Managed Assets ($) | $30,299,368,000 | 22 |
| Non-managed Assets ($) | $2,107,049,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $98,662,000 | 33 |
| 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 | $179,639,000 | 27 |
| 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 | $155,561,000 | 28 |
| 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 | $138,140,000 | 30 |
| 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 | $129,487,000 | 27 |
| 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 | $119,218,000 | 20 |
| 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 | $105,835,000 | 24 |
| 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 | $99,230,000 | 24 |
| 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 | $90,145,000 | 24 |
| 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 | $78,677,000 | 22 |