Home > Frost Bank > Fiduciary and Related Services
Frost Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,655,000 | 45 |
| Number of Managed Accounts | $7,195,000 | 31 |
| Number of Non-Managed Accounts | $460,000 | 95 |
| Total fiduciary and related assets | $25,125,544,000 | 51 |
| Managed Assets ($) | $18,391,921,000 | 32 |
| Non-managed Assets ($) | $6,733,623,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,747,000 | 39 |
| 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 | $7,678,000 | 48 |
| Number of Managed Accounts | $7,241,000 | 33 |
| Number of Non-Managed Accounts | $437,000 | 90 |
| Total fiduciary and related assets | $23,982,484,000 | 49 |
| Managed Assets ($) | $17,333,930,000 | 32 |
| Non-managed Assets ($) | $6,648,554,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $88,814,000 | 40 |
| 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 | $7,844,000 | 45 |
| Number of Managed Accounts | $7,386,000 | 32 |
| Number of Non-Managed Accounts | $458,000 | 91 |
| Total fiduciary and related assets | $23,738,109,000 | 50 |
| Managed Assets ($) | $17,849,288,000 | 33 |
| Non-managed Assets ($) | $5,888,821,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,532,000 | 40 |
| 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 | $7,813,000 | 49 |
| Number of Managed Accounts | $7,356,000 | 33 |
| Number of Non-Managed Accounts | $457,000 | 91 |
| Total fiduciary and related assets | $23,227,143,000 | 53 |
| Managed Assets ($) | $17,427,695,000 | 34 |
| Non-managed Assets ($) | $5,799,448,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,206,000 | 42 |
| 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 | $7,842,000 | 48 |
| Number of Managed Accounts | $7,378,000 | 34 |
| Number of Non-Managed Accounts | $464,000 | 95 |
| Total fiduciary and related assets | $22,901,322,000 | 52 |
| Managed Assets ($) | $16,979,804,000 | 34 |
| Non-managed Assets ($) | $5,921,518,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $122,927,000 | 39 |
| 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 | $7,892,000 | 48 |
| Number of Managed Accounts | $7,421,000 | 34 |
| Number of Non-Managed Accounts | $471,000 | 87 |
| Total fiduciary and related assets | $20,637,449,000 | 53 |
| Managed Assets ($) | $14,998,087,000 | 37 |
| Non-managed Assets ($) | $5,639,362,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $90,757,000 | 40 |
| 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 | $7,936,000 | 43 |
| Number of Managed Accounts | $7,451,000 | 32 |
| Number of Non-Managed Accounts | $485,000 | 76 |
| Total fiduciary and related assets | $20,941,689,000 | 43 |
| Managed Assets ($) | $14,993,324,000 | 31 |
| Non-managed Assets ($) | $5,948,365,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,072,000 | 32 |
| 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 | $7,938,000 | 42 |
| Number of Managed Accounts | $7,454,000 | 32 |
| Number of Non-Managed Accounts | $484,000 | 76 |
| Total fiduciary and related assets | $22,446,863,000 | 43 |
| Managed Assets ($) | $16,130,898,000 | 31 |
| Non-managed Assets ($) | $6,315,965,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,305,000 | 32 |
| 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 | $7,942,000 | 41 |
| Number of Managed Accounts | $7,462,000 | 31 |
| Number of Non-Managed Accounts | $480,000 | 82 |
| Total fiduciary and related assets | $23,200,982,000 | 42 |
| Managed Assets ($) | $16,645,500,000 | 33 |
| Non-managed Assets ($) | $6,555,482,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $117,450,000 | 32 |
| 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 | $8,020,000 | 40 |
| Number of Managed Accounts | $7,542,000 | 31 |
| Number of Non-Managed Accounts | $478,000 | 78 |
| Total fiduciary and related assets | $22,163,051,000 | 41 |
| Managed Assets ($) | $15,949,392,000 | 33 |
| Non-managed Assets ($) | $6,213,659,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,641,000 | 31 |
| 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 | $8,077,000 | 41 |
| Number of Managed Accounts | $7,591,000 | 31 |
| Number of Non-Managed Accounts | $486,000 | 81 |
| Total fiduciary and related assets | $22,006,408,000 | 41 |
| Managed Assets ($) | $15,949,718,000 | 33 |
| Non-managed Assets ($) | $6,056,690,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,513,000 | 30 |
| 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 | $8,039,000 | 41 |
| Number of Managed Accounts | $7,549,000 | 31 |
| Number of Non-Managed Accounts | $490,000 | 80 |
| Total fiduciary and related assets | $21,129,386,000 | 42 |
| Managed Assets ($) | $15,388,033,000 | 33 |
| Non-managed Assets ($) | $5,741,353,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,228,000 | 31 |
| 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 | $8,023,000 | 42 |
| Number of Managed Accounts | $7,544,000 | 32 |
| Number of Non-Managed Accounts | $479,000 | 90 |
| Total fiduciary and related assets | $20,808,581,000 | 43 |
| Managed Assets ($) | $15,068,212,000 | 34 |
| Non-managed Assets ($) | $5,740,369,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $101,752,000 | 33 |
| 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 | $8,088,000 | 42 |
| Number of Managed Accounts | $7,602,000 | 32 |
| Number of Non-Managed Accounts | $486,000 | 82 |
| Total fiduciary and related assets | $19,666,573,000 | 42 |
| Managed Assets ($) | $16,190,445,000 | 30 |
| Non-managed Assets ($) | $3,476,128,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,453,000 | 33 |
| 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 | $8,124,000 | 41 |
| Number of Managed Accounts | $7,628,000 | 31 |
| Number of Non-Managed Accounts | $496,000 | 83 |
| Total fiduciary and related assets | $19,285,216,000 | 43 |
| Managed Assets ($) | $16,124,172,000 | 29 |
| Non-managed Assets ($) | $3,161,044,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,999,000 | 32 |
| 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 | $8,317,000 | 41 |
| Number of Managed Accounts | $7,851,000 | 31 |
| Number of Non-Managed Accounts | $466,000 | 84 |
| Total fiduciary and related assets | $17,504,826,000 | 44 |
| Managed Assets ($) | $15,052,978,000 | 29 |
| Non-managed Assets ($) | $2,451,848,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,450,000 | 31 |
| 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 | $8,324,000 | 42 |
| Number of Managed Accounts | $7,862,000 | 29 |
| Number of Non-Managed Accounts | $462,000 | 94 |
| Total fiduciary and related assets | $20,079,275,000 | 42 |
| Managed Assets ($) | $16,878,424,000 | 29 |
| Non-managed Assets ($) | $3,200,851,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $101,057,000 | 34 |
| 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 | $8,345,000 | 43 |
| Number of Managed Accounts | $7,876,000 | 30 |
| Number of Non-Managed Accounts | $469,000 | 87 |
| Total fiduciary and related assets | $19,093,811,000 | 45 |
| Managed Assets ($) | $16,269,498,000 | 31 |
| Non-managed Assets ($) | $2,824,313,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,038,000 | 34 |
| 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 | $9,962,000 | 38 |
| Number of Managed Accounts | $9,492,000 | 29 |
| Number of Non-Managed Accounts | $470,000 | 90 |
| Total fiduciary and related assets | $25,505,518,000 | 37 |
| Managed Assets ($) | $22,709,241,000 | 24 |
| Non-managed Assets ($) | $2,796,277,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,006,000 | 31 |
| 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 | $9,858,000 | 38 |
| Number of Managed Accounts | $9,372,000 | 29 |
| Number of Non-Managed Accounts | $486,000 | 89 |
| Total fiduciary and related assets | $24,566,496,000 | 39 |
| Managed Assets ($) | $21,795,557,000 | 24 |
| Non-managed Assets ($) | $2,770,939,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,122,000 | 31 |
| 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 | $10,066,000 | 38 |
| Number of Managed Accounts | $9,579,000 | 29 |
| Number of Non-Managed Accounts | $487,000 | 98 |
| Total fiduciary and related assets | $23,533,658,000 | 38 |
| Managed Assets ($) | $20,521,619,000 | 24 |
| Non-managed Assets ($) | $3,012,039,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,214,000 | 32 |
| 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 | $9,842,000 | 39 |
| Number of Managed Accounts | $9,356,000 | 29 |
| Number of Non-Managed Accounts | $486,000 | 89 |
| Total fiduciary and related assets | $24,147,287,000 | 39 |
| Managed Assets ($) | $21,207,875,000 | 25 |
| Non-managed Assets ($) | $2,939,412,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $90,870,000 | 32 |
| 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 | $10,078,000 | 38 |
| Number of Managed Accounts | $9,582,000 | 29 |
| Number of Non-Managed Accounts | $496,000 | 87 |
| Total fiduciary and related assets | $22,663,066,000 | 39 |
| Managed Assets ($) | $19,952,173,000 | 25 |
| Non-managed Assets ($) | $2,710,893,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,606,000 | 32 |
| 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 | $9,697,000 | 40 |
| Number of Managed Accounts | $9,225,000 | 29 |
| Number of Non-Managed Accounts | $472,000 | 89 |
| Total fiduciary and related assets | $22,408,746,000 | 39 |
| Managed Assets ($) | $19,753,568,000 | 25 |
| Non-managed Assets ($) | $2,655,178,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,024,000 | 32 |
| 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 | $9,577,000 | 41 |
| Number of Managed Accounts | $9,099,000 | 29 |
| Number of Non-Managed Accounts | $478,000 | 98 |
| Total fiduciary and related assets | $22,201,605,000 | 39 |
| Managed Assets ($) | $19,325,553,000 | 27 |
| Non-managed Assets ($) | $2,876,052,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,287,000 | 32 |
| 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 | $9,594,000 | 41 |
| Number of Managed Accounts | $9,113,000 | 29 |
| Number of Non-Managed Accounts | $481,000 | 86 |
| Total fiduciary and related assets | $20,677,923,000 | 40 |
| Managed Assets ($) | $18,115,638,000 | 26 |
| Non-managed Assets ($) | $2,562,285,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $82,886,000 | 32 |
| 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 | $9,565,000 | 40 |
| Number of Managed Accounts | $9,083,000 | 28 |
| Number of Non-Managed Accounts | $482,000 | 87 |
| Total fiduciary and related assets | $16,580,042,000 | 43 |
| Managed Assets ($) | $14,094,619,000 | 31 |
| Non-managed Assets ($) | $2,485,423,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,978,000 | 32 |
| 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 | $9,589,000 | 39 |
| Number of Managed Accounts | $9,113,000 | 28 |
| Number of Non-Managed Accounts | $476,000 | 88 |
| Total fiduciary and related assets | $16,309,852,000 | 43 |
| Managed Assets ($) | $13,916,496,000 | 31 |
| Non-managed Assets ($) | $2,393,356,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,850,000 | 32 |
| 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 | $9,515,000 | 39 |
| Number of Managed Accounts | $9,101,000 | 28 |
| Number of Non-Managed Accounts | $414,000 | 113 |
| Total fiduciary and related assets | $16,287,661,000 | 43 |
| Managed Assets ($) | $13,770,113,000 | 31 |
| Non-managed Assets ($) | $2,517,548,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,771,000 | 33 |
| 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 | $9,494,000 | 39 |
| Number of Managed Accounts | $9,073,000 | 28 |
| Number of Non-Managed Accounts | $421,000 | 101 |
| Total fiduciary and related assets | $15,701,648,000 | 43 |
| Managed Assets ($) | $13,613,592,000 | 31 |
| Non-managed Assets ($) | $2,088,056,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,426,000 | 32 |
| 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 | $9,536,000 | 38 |
| Number of Managed Accounts | $9,122,000 | 28 |
| Number of Non-Managed Accounts | $414,000 | 101 |
| Total fiduciary and related assets | $15,469,551,000 | 44 |
| Managed Assets ($) | $13,476,063,000 | 30 |
| Non-managed Assets ($) | $1,993,488,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,120,000 | 32 |
| 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 | $9,531,000 | 38 |
| Number of Managed Accounts | $9,118,000 | 29 |
| Number of Non-Managed Accounts | $413,000 | 103 |
| Total fiduciary and related assets | $15,323,488,000 | 44 |
| Managed Assets ($) | $13,405,852,000 | 29 |
| Non-managed Assets ($) | $1,917,636,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,253,000 | 32 |
| 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 | $9,598,000 | 37 |
| Number of Managed Accounts | $9,106,000 | 28 |
| Number of Non-Managed Accounts | $492,000 | 101 |
| Total fiduciary and related assets | $17,026,125,000 | 41 |
| Managed Assets ($) | $13,478,734,000 | 28 |
| Non-managed Assets ($) | $3,547,391,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $100,692,000 | 31 |
| 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 | $9,545,000 | 36 |
| Number of Managed Accounts | $9,054,000 | 28 |
| Number of Non-Managed Accounts | $491,000 | 94 |
| Total fiduciary and related assets | $16,166,116,000 | 41 |
| Managed Assets ($) | $12,687,225,000 | 29 |
| Non-managed Assets ($) | $3,478,891,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,585,000 | 31 |
| 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 | $9,493,000 | 36 |
| Number of Managed Accounts | $8,996,000 | 29 |
| Number of Non-Managed Accounts | $497,000 | 94 |
| Total fiduciary and related assets | $16,963,049,000 | 43 |
| Managed Assets ($) | $13,208,598,000 | 30 |
| Non-managed Assets ($) | $3,754,451,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,239,000 | 32 |
| 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 | $9,450,000 | 36 |
| Number of Managed Accounts | $8,953,000 | 28 |
| Number of Non-Managed Accounts | $497,000 | 97 |
| Total fiduciary and related assets | $17,258,157,000 | 42 |
| Managed Assets ($) | $13,507,878,000 | 29 |
| Non-managed Assets ($) | $3,750,279,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,062,000 | 31 |
| 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 | $9,346,000 | 37 |
| Number of Managed Accounts | $8,853,000 | 28 |
| Number of Non-Managed Accounts | $493,000 | 107 |
| Total fiduciary and related assets | $16,890,359,000 | 43 |
| Managed Assets ($) | $13,265,311,000 | 29 |
| Non-managed Assets ($) | $3,625,048,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $101,416,000 | 30 |
| 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 | $9,300,000 | 35 |
| Number of Managed Accounts | $8,809,000 | 29 |
| Number of Non-Managed Accounts | $491,000 | 95 |
| Total fiduciary and related assets | $16,638,112,000 | 43 |
| Managed Assets ($) | $13,039,581,000 | 29 |
| Non-managed Assets ($) | $3,598,531,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,185,000 | 29 |
| 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 | $9,283,000 | 35 |
| Number of Managed Accounts | $8,809,000 | 29 |
| Number of Non-Managed Accounts | $474,000 | 96 |
| Total fiduciary and related assets | $16,401,897,000 | 42 |
| Managed Assets ($) | $12,871,066,000 | 30 |
| Non-managed Assets ($) | $3,530,831,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,621,000 | 29 |
| 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 | $9,301,000 | 37 |
| Number of Managed Accounts | $8,823,000 | 28 |
| Number of Non-Managed Accounts | $478,000 | 99 |
| Total fiduciary and related assets | $15,965,875,000 | 44 |
| Managed Assets ($) | $12,484,810,000 | 31 |
| Non-managed Assets ($) | $3,481,065,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,098,000 | 30 |
| 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 | $9,326,000 | 36 |
| Number of Managed Accounts | $8,822,000 | 28 |
| Number of Non-Managed Accounts | $504,000 | 109 |
| Total fiduciary and related assets | $15,788,813,000 | 44 |
| Managed Assets ($) | $12,278,807,000 | 33 |
| Non-managed Assets ($) | $3,510,006,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,624,000 | 31 |
| 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 | $9,269,000 | 36 |
| Number of Managed Accounts | $8,764,000 | 28 |
| Number of Non-Managed Accounts | $505,000 | 93 |
| Total fiduciary and related assets | $15,139,824,000 | 44 |
| Managed Assets ($) | $11,790,312,000 | 33 |
| Non-managed Assets ($) | $3,349,512,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,790,000 | 31 |
| 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 | $9,279,000 | 37 |
| Number of Managed Accounts | $8,780,000 | 25 |
| Number of Non-Managed Accounts | $499,000 | 96 |
| Total fiduciary and related assets | $14,607,216,000 | 44 |
| Managed Assets ($) | $11,343,265,000 | 34 |
| Non-managed Assets ($) | $3,263,951,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,532,000 | 32 |
| 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 | $9,054,000 | 37 |
| Number of Managed Accounts | $8,545,000 | 25 |
| Number of Non-Managed Accounts | $509,000 | 97 |
| Total fiduciary and related assets | $15,004,296,000 | 43 |
| Managed Assets ($) | $11,380,226,000 | 33 |
| Non-managed Assets ($) | $3,624,070,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,428,000 | 33 |
| 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 | $8,928,000 | 37 |
| Number of Managed Accounts | $8,418,000 | 24 |
| Number of Non-Managed Accounts | $510,000 | 106 |
| Total fiduciary and related assets | $14,494,294,000 | 43 |
| Managed Assets ($) | $10,981,572,000 | 32 |
| Non-managed Assets ($) | $3,512,722,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $77,674,000 | 33 |
| 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 | $8,833,000 | 35 |
| Number of Managed Accounts | $8,317,000 | 24 |
| Number of Non-Managed Accounts | $516,000 | 90 |
| Total fiduciary and related assets | $14,384,324,000 | 42 |
| Managed Assets ($) | $10,881,764,000 | 33 |
| Non-managed Assets ($) | $3,502,560,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,519,000 | 33 |
| 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 | $8,807,000 | 35 |
| Number of Managed Accounts | $8,298,000 | 24 |
| Number of Non-Managed Accounts | $509,000 | 91 |
| Total fiduciary and related assets | $13,980,795,000 | 41 |
| Managed Assets ($) | $10,549,170,000 | 32 |
| Non-managed Assets ($) | $3,431,625,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,077,000 | 33 |
| 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 | $8,752,000 | 36 |
| Number of Managed Accounts | $8,219,000 | 25 |
| Number of Non-Managed Accounts | $533,000 | 89 |
| Total fiduciary and related assets | $14,362,518,000 | 40 |
| Managed Assets ($) | $10,817,874,000 | 31 |
| Non-managed Assets ($) | $3,544,644,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,184,000 | 33 |
| 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 | $8,687,000 | 37 |
| Number of Managed Accounts | $8,137,000 | 25 |
| Number of Non-Managed Accounts | $550,000 | 102 |
| Total fiduciary and related assets | $13,476,928,000 | 42 |
| Managed Assets ($) | $10,234,493,000 | 31 |
| Non-managed Assets ($) | $3,242,435,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,198,000 | 31 |
| 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 | $8,717,000 | 38 |
| Number of Managed Accounts | $8,173,000 | 27 |
| Number of Non-Managed Accounts | $544,000 | 89 |
| Total fiduciary and related assets | $12,839,944,000 | 43 |
| Managed Assets ($) | $9,781,782,000 | 32 |
| Non-managed Assets ($) | $3,058,162,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,305,000 | 32 |
| 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 | $8,686,000 | 38 |
| Number of Managed Accounts | $8,132,000 | 26 |
| Number of Non-Managed Accounts | $554,000 | 92 |
| Total fiduciary and related assets | $13,618,201,000 | 45 |
| Managed Assets ($) | $10,164,290,000 | 32 |
| Non-managed Assets ($) | $3,453,911,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,633,000 | 31 |
| 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 | $8,652,000 | 38 |
| Number of Managed Accounts | $8,099,000 | 25 |
| Number of Non-Managed Accounts | $553,000 | 93 |
| Total fiduciary and related assets | $13,522,600,000 | 44 |
| Managed Assets ($) | $10,134,844,000 | 33 |
| Non-managed Assets ($) | $3,387,756,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,425,000 | 32 |
| 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 | $8,595,000 | 38 |
| Number of Managed Accounts | $8,028,000 | 26 |
| Number of Non-Managed Accounts | $567,000 | 105 |
| Total fiduciary and related assets | $13,143,569,000 | 45 |
| Managed Assets ($) | $9,914,443,000 | 34 |
| Non-managed Assets ($) | $3,229,126,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $69,181,000 | 33 |
| 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 | $8,603,000 | 37 |
| Number of Managed Accounts | $8,026,000 | 25 |
| Number of Non-Managed Accounts | $577,000 | 91 |
| Total fiduciary and related assets | $12,891,152,000 | 44 |
| Managed Assets ($) | $9,849,722,000 | 32 |
| Non-managed Assets ($) | $3,041,430,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,587,000 | 33 |
| 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 | $8,652,000 | 40 |
| Number of Managed Accounts | $8,105,000 | 25 |
| Number of Non-Managed Accounts | $547,000 | 96 |
| Total fiduciary and related assets | $11,642,726,000 | 47 |
| Managed Assets ($) | $9,628,283,000 | 32 |
| Non-managed Assets ($) | $2,014,443,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,364,000 | 33 |
| 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 | $8,722,000 | 40 |
| Number of Managed Accounts | $8,252,000 | 24 |
| Number of Non-Managed Accounts | $470,000 | 110 |
| Total fiduciary and related assets | $11,671,249,000 | 49 |
| Managed Assets ($) | $10,010,080,000 | 32 |
| Non-managed Assets ($) | $1,661,169,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,140,000 | 33 |
| 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 | $9,072,000 | 41 |
| Number of Managed Accounts | $8,612,000 | 24 |
| Number of Non-Managed Accounts | $460,000 | 135 |
| Total fiduciary and related assets | $12,038,338,000 | 50 |
| Managed Assets ($) | $10,446,365,000 | 33 |
| Non-managed Assets ($) | $1,591,973,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $67,887,000 | 35 |
| 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 | $9,080,000 | 43 |
| Number of Managed Accounts | $8,613,000 | 26 |
| Number of Non-Managed Accounts | $467,000 | 109 |
| Total fiduciary and related assets | $11,742,721,000 | 51 |
| Managed Assets ($) | $10,182,941,000 | 36 |
| Non-managed Assets ($) | $1,559,780,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,046,000 | 37 |
| 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 | $9,066,000 | 44 |
| Number of Managed Accounts | $8,583,000 | 27 |
| Number of Non-Managed Accounts | $483,000 | 102 |
| Total fiduciary and related assets | $11,295,351,000 | 52 |
| Managed Assets ($) | $9,568,381,000 | 34 |
| Non-managed Assets ($) | $1,726,970,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,133,000 | 39 |
| 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 | $9,090,000 | 42 |
| Number of Managed Accounts | $8,598,000 | 27 |
| Number of Non-Managed Accounts | $492,000 | 104 |
| Total fiduciary and related assets | $10,998,830,000 | 50 |
| Managed Assets ($) | $9,388,148,000 | 32 |
| Non-managed Assets ($) | $1,610,682,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,120,000 | 38 |
| 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 | $8,824,000 | 47 |
| Number of Managed Accounts | $8,393,000 | 27 |
| Number of Non-Managed Accounts | $431,000 | 147 |
| Total fiduciary and related assets | $11,166,840,000 | 52 |
| Managed Assets ($) | $9,549,782,000 | 34 |
| Non-managed Assets ($) | $1,617,058,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,538,000 | 36 |
| 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 | $8,820,000 | 46 |
| Number of Managed Accounts | $8,324,000 | 26 |
| Number of Non-Managed Accounts | $496,000 | 110 |
| Total fiduciary and related assets | $11,706,658,000 | 54 |
| Managed Assets ($) | $9,783,612,000 | 39 |
| Non-managed Assets ($) | $1,923,046,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,885,000 | 39 |
| 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 | $8,855,000 | 48 |
| Number of Managed Accounts | $8,351,000 | 27 |
| Number of Non-Managed Accounts | $504,000 | 111 |
| Total fiduciary and related assets | $12,038,920,000 | 59 |
| Managed Assets ($) | $10,117,371,000 | 42 |
| Non-managed Assets ($) | $1,921,549,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,859,000 | 41 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,856,000 | 42 |
| Number of Managed Accounts | $8,369,000 | 27 |
| Number of Non-Managed Accounts | $487,000 | 113 |
| Total fiduciary and related assets | $11,846,423,000 | 53 |
| Managed Assets ($) | $10,215,273,000 | 39 |
| Non-managed Assets ($) | $1,631,150,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,555,000 | 40 |
| 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 | $8,840,000 | 47 |
| Number of Managed Accounts | $8,343,000 | 29 |
| Number of Non-Managed Accounts | $497,000 | 133 |
| Total fiduciary and related assets | $11,921,146,000 | 52 |
| Managed Assets ($) | $10,298,633,000 | 41 |
| Non-managed Assets ($) | $1,622,513,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,386,000 | 40 |
| 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 | $8,622,000 | 45 |
| Number of Managed Accounts | $8,108,000 | 28 |
| Number of Non-Managed Accounts | $514,000 | 104 |
| Total fiduciary and related assets | $11,952,059,000 | 53 |
| Managed Assets ($) | $10,155,513,000 | 42 |
| Non-managed Assets ($) | $1,796,546,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,112,000 | 40 |
| 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 | $8,705,000 | 45 |
| Number of Managed Accounts | $8,171,000 | 28 |
| Number of Non-Managed Accounts | $534,000 | 103 |
| Total fiduciary and related assets | $11,376,272,000 | 58 |
| Managed Assets ($) | $9,790,178,000 | 43 |
| Non-managed Assets ($) | $1,586,094,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,092,000 | 42 |
| 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 | $8,617,000 | 43 |
| Number of Managed Accounts | $8,064,000 | 27 |
| Number of Non-Managed Accounts | $553,000 | 98 |
| Total fiduciary and related assets | $10,871,351,000 | 59 |
| Managed Assets ($) | $9,087,758,000 | 45 |
| Non-managed Assets ($) | $1,783,593,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,148,000 | 42 |
| 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 | $8,547,000 | 44 |
| Number of Managed Accounts | $8,005,000 | 27 |
| Number of Non-Managed Accounts | $542,000 | 121 |
| Total fiduciary and related assets | $10,675,067,000 | 60 |
| Managed Assets ($) | $9,099,178,000 | 45 |
| Non-managed Assets ($) | $1,575,889,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,364,000 | 42 |
| 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 | $8,471,000 | 46 |
| Number of Managed Accounts | $7,937,000 | 28 |
| Number of Non-Managed Accounts | $534,000 | 105 |
| Total fiduciary and related assets | $10,259,323,000 | 64 |
| Managed Assets ($) | $8,656,584,000 | 48 |
| Non-managed Assets ($) | $1,602,739,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,120,000 | 46 |
| 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 | $8,557,000 | 47 |
| Number of Managed Accounts | $8,019,000 | 27 |
| Number of Non-Managed Accounts | $538,000 | 104 |
| Total fiduciary and related assets | $9,642,524,000 | 67 |
| Managed Assets ($) | $8,107,385,000 | 49 |
| Non-managed Assets ($) | $1,535,139,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,929,000 | 47 |
| 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 | $8,468,000 | 46 |
| Number of Managed Accounts | $7,928,000 | 27 |
| Number of Non-Managed Accounts | $540,000 | 106 |
| Total fiduciary and related assets | $9,613,391,000 | 66 |
| Managed Assets ($) | $8,346,162,000 | 48 |
| Non-managed Assets ($) | $1,267,229,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,963,000 | 45 |
| 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 | $8,339,000 | 52 |
| Number of Managed Accounts | $7,787,000 | 31 |
| Number of Non-Managed Accounts | $552,000 | 120 |
| Total fiduciary and related assets | $9,436,005,000 | 66 |
| Managed Assets ($) | $8,225,210,000 | 48 |
| Non-managed Assets ($) | $1,210,795,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,092,000 | 47 |
| 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 | $8,337,000 | 48 |
| Number of Managed Accounts | $7,738,000 | 28 |
| Number of Non-Managed Accounts | $599,000 | 96 |
| Total fiduciary and related assets | $9,696,956,000 | 62 |
| Managed Assets ($) | $8,254,989,000 | 45 |
| Non-managed Assets ($) | $1,441,967,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,833,000 | 47 |
| 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 | $8,274,000 | 47 |
| Number of Managed Accounts | $7,681,000 | 28 |
| Number of Non-Managed Accounts | $593,000 | 99 |
| Total fiduciary and related assets | $9,268,290,000 | 61 |
| Managed Assets ($) | $8,018,202,000 | 45 |
| Non-managed Assets ($) | $1,250,088,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,184,000 | 47 |
| 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 | $8,199,000 | 49 |
| Number of Managed Accounts | $7,603,000 | 29 |
| Number of Non-Managed Accounts | $596,000 | 104 |
| Total fiduciary and related assets | $9,044,282,000 | 66 |
| Managed Assets ($) | $7,897,275,000 | 46 |
| Non-managed Assets ($) | $1,147,007,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,463,000 | 50 |
| 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 | $8,171,000 | 54 |
| Number of Managed Accounts | $7,551,000 | 32 |
| Number of Non-Managed Accounts | $620,000 | 120 |
| Total fiduciary and related assets | $8,919,662,000 | 69 |
| Managed Assets ($) | $7,621,595,000 | 47 |
| Non-managed Assets ($) | $1,298,067,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,490,000 | 48 |
| 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 | $8,180,000 | 49 |
| Number of Managed Accounts | $7,492,000 | 30 |
| Number of Non-Managed Accounts | $688,000 | 98 |
| Total fiduciary and related assets | $8,606,012,000 | 68 |
| Managed Assets ($) | $7,328,024,000 | 47 |
| Non-managed Assets ($) | $1,277,988,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,446,000 | 48 |
| 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 | $8,082,000 | 50 |
| Number of Managed Accounts | $7,380,000 | 31 |
| Number of Non-Managed Accounts | $702,000 | 99 |
| Total fiduciary and related assets | $8,136,059,000 | 70 |
| Managed Assets ($) | $6,709,202,000 | 53 |
| Non-managed Assets ($) | $1,426,857,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,097,000 | 49 |
| 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 | $7,984,000 | 51 |
| Number of Managed Accounts | $7,274,000 | 32 |
| Number of Non-Managed Accounts | $710,000 | 98 |
| Total fiduciary and related assets | $8,366,169,000 | 68 |
| Managed Assets ($) | $6,894,852,000 | 53 |
| Non-managed Assets ($) | $1,471,317,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,259,000 | 50 |
| 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 | $7,887,000 | 56 |
| Number of Managed Accounts | $7,169,000 | 35 |
| Number of Non-Managed Accounts | $718,000 | 114 |
| Total fiduciary and related assets | $8,078,300,000 | 70 |
| Managed Assets ($) | $6,671,567,000 | 56 |
| Non-managed Assets ($) | $1,406,733,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,964,000 | 51 |
| 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 | $7,850,000 | 53 |
| Number of Managed Accounts | $7,183,000 | 32 |
| Number of Non-Managed Accounts | $667,000 | 111 |
| Total fiduciary and related assets | $7,842,741,000 | 72 |
| Managed Assets ($) | $6,411,398,000 | 56 |
| Non-managed Assets ($) | $1,431,343,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,051,000 | 51 |
| 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 | $7,860,000 | 53 |
| Number of Managed Accounts | $7,134,000 | 33 |
| Number of Non-Managed Accounts | $726,000 | 109 |
| Total fiduciary and related assets | $7,777,977,000 | 73 |
| Managed Assets ($) | $6,286,227,000 | 56 |
| Non-managed Assets ($) | $1,491,750,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,269,000 | 51 |
| 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 | $7,900,000 | 54 |
| Number of Managed Accounts | $7,139,000 | 33 |
| Number of Non-Managed Accounts | $761,000 | 107 |
| Total fiduciary and related assets | $7,096,755,000 | 75 |
| Managed Assets ($) | $5,868,087,000 | 55 |
| Non-managed Assets ($) | $1,228,668,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,963,000 | 52 |
| 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 | $8,001,000 | 55 |
| Number of Managed Accounts | $7,150,000 | 34 |
| Number of Non-Managed Accounts | $851,000 | 112 |
| Total fiduciary and related assets | $7,153,394,000 | 74 |
| Managed Assets ($) | $5,917,967,000 | 55 |
| Non-managed Assets ($) | $1,235,427,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,842,000 | 52 |
| 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 | $8,080,000 | 48 |
| Number of Managed Accounts | $7,174,000 | 33 |
| Number of Non-Managed Accounts | $906,000 | 104 |
| Total fiduciary and related assets | $7,637,305,000 | 72 |
| Managed Assets ($) | $6,023,755,000 | 56 |
| Non-managed Assets ($) | $1,613,550,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,152,000 | 55 |
| 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 | $49,591,000 | 53 |
| 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 | $37,611,000 | 64 |
| 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 | $34,610,000 | 70 |
| 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 | $27,565,000 | 79 |
| 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 | $23,243,000 | 88 |
| 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 | $22,376,000 | 93 |
| 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 | $20,993,000 | 99 |
| 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 | $18,129,000 | 102 |
| 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 | $12,775,000 | 125 |