Home > Nationwide Trust Company, FSB > Fiduciary and Related Services
Nationwide Trust Company, FSB, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $794,000 | 282 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $794,000 | 73 |
| Total fiduciary and related assets | $36,984,823,000 | 43 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $36,984,823,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $240,404,000 | 25 |
| 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 | $767,000 | 255 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $767,000 | 69 |
| Total fiduciary and related assets | $35,313,754,000 | 43 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $35,313,754,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $181,522,000 | 26 |
| 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 | $779,000 | 274 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $779,000 | 72 |
| Total fiduciary and related assets | $36,487,738,000 | 42 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $36,487,738,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,230,000 | 27 |
| 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 | $785,000 | 260 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $785,000 | 72 |
| Total fiduciary and related assets | $34,691,471,000 | 46 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $34,691,471,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,232,000 | 26 |
| 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 | $773,000 | 287 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $773,000 | 76 |
| Total fiduciary and related assets | $31,863,344,000 | 48 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $31,863,344,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $253,118,000 | 26 |
| 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 | $755,000 | 269 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $755,000 | 71 |
| Total fiduciary and related assets | $29,949,081,000 | 49 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $29,949,081,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,199,000 | 26 |
| 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 | $749,000 | 254 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $749,000 | 63 |
| Total fiduciary and related assets | $29,581,700,000 | 39 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $29,581,700,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $133,183,000 | 21 |
| 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 | $731,000 | 242 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $731,000 | 60 |
| Total fiduciary and related assets | $32,254,635,000 | 38 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $32,254,635,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,053,000 | 20 |
| 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 | $672,000 | 283 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $672,000 | 68 |
| Total fiduciary and related assets | $33,783,297,000 | 36 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $33,783,297,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $302,274,000 | 16 |
| 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 | $670,000 | 253 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $670,000 | 66 |
| Total fiduciary and related assets | $33,536,700,000 | 34 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $33,536,700,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,350,000 | 16 |
| 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 | $662,000 | 272 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $662,000 | 67 |
| Total fiduciary and related assets | $33,129,183,000 | 34 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $33,129,183,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $148,648,000 | 16 |
| 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 | $651,000 | 256 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $651,000 | 67 |
| Total fiduciary and related assets | $31,247,304,000 | 34 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $31,247,304,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $73,992,000 | 16 |
| 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 | $506,000 | 332 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $506,000 | 86 |
| Total fiduciary and related assets | $30,206,430,000 | 35 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $30,206,430,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $265,579,000 | 17 |
| 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 | $600,000 | 259 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $600,000 | 73 |
| Total fiduciary and related assets | $26,961,473,000 | 38 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $26,961,473,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,676,000 | 17 |
| 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 | $592,000 | 285 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $592,000 | 74 |
| Total fiduciary and related assets | $23,722,744,000 | 38 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $23,722,744,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $126,709,000 | 18 |
| 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 | $568,000 | 268 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $568,000 | 75 |
| Total fiduciary and related assets | $20,080,586,000 | 40 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $20,080,586,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,159,000 | 17 |
| 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 | $564,000 | 314 |
| Number of Managed Accounts | $0 | 1,068 |
| Number of Non-Managed Accounts | $564,000 | 84 |
| Total fiduciary and related assets | $22,669,420,000 | 40 |
| Managed Assets ($) | $0 | 1,068 |
| Non-managed Assets ($) | $22,669,420,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $266,670,000 | 16 |
| 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 | $529,000 | 278 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $529,000 | 81 |
| Total fiduciary and related assets | $20,606,238,000 | 42 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $20,606,238,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $198,827,000 | 16 |
| 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 | $521,000 | 299 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $521,000 | 85 |
| Total fiduciary and related assets | $20,051,452,000 | 42 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $20,051,452,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,369,000 | 17 |
| 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 | $502,000 | 302 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $502,000 | 87 |
| Total fiduciary and related assets | $19,579,347,000 | 43 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $19,579,347,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,594,000 | 16 |
| 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 | $476,000 | 343 |
| Number of Managed Accounts | $0 | 1,111 |
| Number of Non-Managed Accounts | $476,000 | 99 |
| Total fiduciary and related assets | $14,231,052,000 | 48 |
| Managed Assets ($) | $0 | 1,111 |
| Non-managed Assets ($) | $14,231,052,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $273,399,000 | 16 |
| 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 | $473,000 | 307 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $473,000 | 90 |
| Total fiduciary and related assets | $15,397,182,000 | 48 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $15,397,182,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $208,184,000 | 16 |
| 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 | $473,000 | 310 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $473,000 | 89 |
| Total fiduciary and related assets | $14,465,368,000 | 47 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $14,465,368,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $138,118,000 | 16 |
| 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 | $470,000 | 317 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $470,000 | 90 |
| Total fiduciary and related assets | $14,266,059,000 | 48 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $14,266,059,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,056,000 | 15 |
| 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 | $471,000 | 349 |
| Number of Managed Accounts | $0 | 1,139 |
| Number of Non-Managed Accounts | $471,000 | 100 |
| Total fiduciary and related assets | $14,053,751,000 | 51 |
| Managed Assets ($) | $0 | 1,139 |
| Non-managed Assets ($) | $14,053,751,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,734,000 | 14 |
| 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 | $468,000 | 310 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $468,000 | 90 |
| Total fiduciary and related assets | $13,626,080,000 | 51 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $13,626,080,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $208,039,000 | 13 |
| 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 | $472,000 | 311 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $472,000 | 90 |
| Total fiduciary and related assets | $13,135,760,000 | 51 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $13,135,760,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,740,000 | 14 |
| 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 | $473,000 | 312 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $473,000 | 89 |
| Total fiduciary and related assets | $12,770,183,000 | 51 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $12,770,183,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,023,000 | 13 |
| 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 | $478,000 | 346 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $478,000 | 99 |
| Total fiduciary and related assets | $12,003,957,000 | 51 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $12,003,957,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $269,074,000 | 14 |
| 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 | $481,000 | 308 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $481,000 | 89 |
| Total fiduciary and related assets | $11,982,698,000 | 51 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $11,982,698,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $200,984,000 | 16 |
| 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 | $486,000 | 311 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $486,000 | 88 |
| Total fiduciary and related assets | $11,573,964,000 | 52 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $11,573,964,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,831,000 | 15 |
| 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 | $490,000 | 310 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $490,000 | 92 |
| Total fiduciary and related assets | $11,147,343,000 | 53 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $11,147,343,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,537,000 | 16 |
| 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 | $500,000 | 344 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $500,000 | 99 |
| Total fiduciary and related assets | $11,077,020,000 | 53 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $11,077,020,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $280,576,000 | 16 |
| 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 | $513,000 | 307 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $513,000 | 89 |
| Total fiduciary and related assets | $10,877,273,000 | 51 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $10,877,273,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,848,000 | 16 |
| 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 | $507,000 | 310 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $507,000 | 92 |
| Total fiduciary and related assets | $11,550,581,000 | 52 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $11,550,581,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $143,660,000 | 16 |
| 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 | $498,000 | 310 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $498,000 | 95 |
| Total fiduciary and related assets | $11,428,478,000 | 52 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $11,428,478,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,019,000 | 16 |
| 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 | $490,000 | 354 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $490,000 | 108 |
| Total fiduciary and related assets | $11,035,679,000 | 52 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $11,035,679,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $294,444,000 | 15 |
| 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 | $495,000 | 312 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $495,000 | 94 |
| Total fiduciary and related assets | $10,821,867,000 | 53 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $10,821,867,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $221,463,000 | 15 |
| 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 | $503,000 | 312 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $503,000 | 91 |
| Total fiduciary and related assets | $10,860,216,000 | 53 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $10,860,216,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $146,474,000 | 15 |
| 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 | $511,000 | 313 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $511,000 | 95 |
| Total fiduciary and related assets | $10,420,364,000 | 54 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $10,420,364,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,805,000 | 15 |
| 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 | $520,000 | 347 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $520,000 | 104 |
| Total fiduciary and related assets | $10,427,949,000 | 54 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $10,427,949,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $290,032,000 | 14 |
| 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 | $536,000 | 302 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $536,000 | 91 |
| Total fiduciary and related assets | $9,921,190,000 | 52 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $9,921,190,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $215,117,000 | 14 |
| 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 | $535,000 | 298 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $535,000 | 91 |
| Total fiduciary and related assets | $9,416,004,000 | 52 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $9,416,004,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $142,123,000 | 14 |
| 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 | $542,000 | 300 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $542,000 | 91 |
| Total fiduciary and related assets | $11,646,619,000 | 50 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $11,646,619,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,459,000 | 15 |
| 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 | $547,000 | 336 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $547,000 | 99 |
| Total fiduciary and related assets | $8,934,326,000 | 54 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $8,934,326,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $274,922,000 | 15 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $205,374,000 | 15 |
| 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 | $571,000 | 283 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $571,000 | 86 |
| Total fiduciary and related assets | $8,558,896,000 | 54 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $8,558,896,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,231,000 | 14 |
| 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 | $574,000 | 281 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $574,000 | 86 |
| Total fiduciary and related assets | $8,752,067,000 | 54 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $8,752,067,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,238,000 | 14 |
| 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 | $589,000 | 322 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $589,000 | 98 |
| Total fiduciary and related assets | $8,174,738,000 | 57 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $8,174,738,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $590,000 | 280 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $590,000 | 84 |
| Total fiduciary and related assets | $7,767,578,000 | 59 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $7,767,578,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $593,000 | 281 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $593,000 | 89 |
| Total fiduciary and related assets | $8,525,419,000 | 59 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $8,525,419,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $594,000 | 282 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $594,000 | 89 |
| Total fiduciary and related assets | $8,513,661,000 | 60 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $8,513,661,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $596,000 | 326 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $596,000 | 104 |
| Total fiduciary and related assets | $8,196,388,000 | 60 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $8,196,388,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $460,000 | 302 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $460,000 | 105 |
| Total fiduciary and related assets | $7,729,734,000 | 58 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $7,729,734,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $612,000 | 276 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $612,000 | 91 |
| Total fiduciary and related assets | $7,164,349,000 | 57 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $7,164,349,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $621,000 | 275 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $621,000 | 92 |
| Total fiduciary and related assets | $7,561,654,000 | 57 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $7,561,654,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $640,000 | 322 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $640,000 | 106 |
| Total fiduciary and related assets | $7,334,983,000 | 59 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $7,334,983,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $670,000 | 267 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $670,000 | 91 |
| Total fiduciary and related assets | $7,189,840,000 | 59 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $7,189,840,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $673,000 | 267 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $673,000 | 89 |
| Total fiduciary and related assets | $6,405,218,000 | 62 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $6,405,218,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $677,000 | 265 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $677,000 | 88 |
| Total fiduciary and related assets | $5,141,010,000 | 65 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $5,141,010,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $684,000 | 303 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $684,000 | 104 |
| Total fiduciary and related assets | $5,331,552,000 | 66 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $5,331,552,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $693,000 | 263 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $693,000 | 91 |
| Total fiduciary and related assets | $6,134,359,000 | 68 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $6,134,359,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $711,000 | 264 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $711,000 | 91 |
| Total fiduciary and related assets | $6,597,523,000 | 71 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $6,597,523,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $710,000 | 268 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $710,000 | 88 |
| Total fiduciary and related assets | $6,524,656,000 | 72 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $6,524,656,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $655,000 | 308 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $655,000 | 107 |
| Total fiduciary and related assets | $3,049,083,000 | 94 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $3,049,083,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $690,000 | 264 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $690,000 | 87 |
| Total fiduciary and related assets | $3,903,632,000 | 88 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $3,903,632,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $698,000 | 266 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $698,000 | 88 |
| Total fiduciary and related assets | $11,234,643,000 | 61 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $11,234,643,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $826,000 | 244 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $826,000 | 79 |
| Total fiduciary and related assets | $19,893,095,000 | 43 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $19,893,095,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $824,000 | 262 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $824,000 | 92 |
| Total fiduciary and related assets | $19,150,391,000 | 41 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $19,150,391,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $833,000 | 243 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $833,000 | 82 |
| Total fiduciary and related assets | $16,636,201,000 | 46 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $16,636,201,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $837,000 | 244 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $837,000 | 82 |
| Total fiduciary and related assets | $16,060,345,000 | 46 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $16,060,345,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $825,000 | 244 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $825,000 | 81 |
| Total fiduciary and related assets | $15,942,626,000 | 46 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $15,942,626,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $826,000 | 266 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $826,000 | 98 |
| Total fiduciary and related assets | $14,750,141,000 | 48 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $14,750,141,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $816,000 | 238 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $816,000 | 86 |
| Total fiduciary and related assets | $13,822,234,000 | 50 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $13,822,234,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $800,000 | 243 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $800,000 | 85 |
| Total fiduciary and related assets | $13,175,981,000 | 49 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $13,175,981,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $772,000 | 249 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $772,000 | 91 |
| Total fiduciary and related assets | $12,634,104,000 | 52 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $12,634,104,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $763,000 | 275 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $763,000 | 107 |
| Total fiduciary and related assets | $12,350,354,000 | 55 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $12,350,354,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $748,000 | 249 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $748,000 | 94 |
| Total fiduciary and related assets | $8,546,021,000 | 69 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $8,546,021,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $725,000 | 259 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $725,000 | 98 |
| Total fiduciary and related assets | $8,413,020,000 | 69 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $8,413,020,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $694,000 | 264 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $694,000 | 101 |
| Total fiduciary and related assets | $8,282,106,000 | 69 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $8,282,106,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $650,000 | 324 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $650,000 | 122 |
| Total fiduciary and related assets | $7,552,302,000 | 74 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $7,552,302,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $630,000 | 295 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $630,000 | 117 |
| Total fiduciary and related assets | $6,906,511,000 | 76 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $6,906,511,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $621,000 | 303 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $621,000 | 117 |
| Total fiduciary and related assets | $6,129,593,000 | 79 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $6,129,593,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $612,000 | 309 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $612,000 | 118 |
| Total fiduciary and related assets | $5,535,308,000 | 82 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $5,535,308,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $553,000 | 385 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $553,000 | 145 |
| Total fiduciary and related assets | $4,773,990,000 | 88 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $4,773,990,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |