Home > Northwestern Mutual Wealth Management > Fiduciary and Related Services
Northwestern Mutual Wealth Management, 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 | $510,031,000 | 4 |
| Number of Managed Accounts | $508,364,000 | 1 |
| Number of Non-Managed Accounts | $1,667,000 | 50 |
| Total fiduciary and related assets | $200,693,067,000 | 15 |
| Managed Assets ($) | $190,302,389,000 | 6 |
| Non-managed Assets ($) | $10,390,678,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,714,923,000 | 8 |
| 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 | $488,217,000 | 3 |
| Number of Managed Accounts | $486,631,000 | 1 |
| Number of Non-Managed Accounts | $1,586,000 | 51 |
| Total fiduciary and related assets | $181,566,395,000 | 15 |
| Managed Assets ($) | $171,293,095,000 | 7 |
| Non-managed Assets ($) | $10,273,300,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,265,826,000 | 8 |
| 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 | $470,407,000 | 4 |
| Number of Managed Accounts | $468,899,000 | 1 |
| Number of Non-Managed Accounts | $1,508,000 | 52 |
| Total fiduciary and related assets | $182,156,508,000 | 15 |
| Managed Assets ($) | $172,514,197,000 | 7 |
| Non-managed Assets ($) | $9,642,311,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $815,107,000 | 8 |
| 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 | $453,353,000 | 4 |
| Number of Managed Accounts | $451,944,000 | 1 |
| Number of Non-Managed Accounts | $1,409,000 | 54 |
| Total fiduciary and related assets | $172,106,431,000 | 16 |
| Managed Assets ($) | $162,882,013,000 | 7 |
| Non-managed Assets ($) | $9,224,418,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $392,614,000 | 9 |
| 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 | $436,610,000 | 4 |
| Number of Managed Accounts | $435,333,000 | 1 |
| Number of Non-Managed Accounts | $1,277,000 | 58 |
| Total fiduciary and related assets | $159,438,160,000 | 16 |
| Managed Assets ($) | $151,057,954,000 | 8 |
| Non-managed Assets ($) | $8,380,206,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,539,343,000 | 8 |
| 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 | $422,847,000 | 4 |
| Number of Managed Accounts | $421,772,000 | 1 |
| Number of Non-Managed Accounts | $1,075,000 | 59 |
| Total fiduciary and related assets | $145,581,199,000 | 17 |
| Managed Assets ($) | $137,953,828,000 | 9 |
| Non-managed Assets ($) | $7,627,371,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,172,034,000 | 8 |
| 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 | $408,126,000 | 4 |
| Number of Managed Accounts | $407,258,000 | 1 |
| Number of Non-Managed Accounts | $868,000 | 59 |
| Total fiduciary and related assets | $148,363,309,000 | 14 |
| Managed Assets ($) | $141,327,316,000 | 8 |
| Non-managed Assets ($) | $7,035,993,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $807,237,000 | 8 |
| 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 | $391,268,000 | 4 |
| Number of Managed Accounts | $390,569,000 | 1 |
| Number of Non-Managed Accounts | $699,000 | 63 |
| Total fiduciary and related assets | $161,870,720,000 | 13 |
| Managed Assets ($) | $154,934,112,000 | 8 |
| Non-managed Assets ($) | $6,936,608,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $403,776,000 | 7 |
| 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 | $373,266,000 | 4 |
| Number of Managed Accounts | $372,693,000 | 1 |
| Number of Non-Managed Accounts | $573,000 | 73 |
| Total fiduciary and related assets | $163,926,930,000 | 14 |
| Managed Assets ($) | $157,523,083,000 | 9 |
| Non-managed Assets ($) | $6,403,847,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,420,102,000 | 9 |
| 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 | $779,405,000 | 3 |
| Number of Managed Accounts | $355,726,000 | 1 |
| Number of Non-Managed Accounts | $423,679,000 | 4 |
| Total fiduciary and related assets | $174,108,708,000 | 13 |
| Managed Assets ($) | $145,655,052,000 | 9 |
| Non-managed Assets ($) | $28,453,656,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,031,399,000 | 9 |
| 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 | $750,230,000 | 3 |
| Number of Managed Accounts | $340,396,000 | 1 |
| Number of Non-Managed Accounts | $409,834,000 | 4 |
| Total fiduciary and related assets | $170,088,068,000 | 14 |
| Managed Assets ($) | $141,894,402,000 | 9 |
| Non-managed Assets ($) | $28,193,666,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $658,612,000 | 9 |
| 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 | $715,346,000 | 3 |
| Number of Managed Accounts | $324,386,000 | 1 |
| Number of Non-Managed Accounts | $390,960,000 | 4 |
| Total fiduciary and related assets | $156,336,659,000 | 14 |
| Managed Assets ($) | $129,987,618,000 | 9 |
| Non-managed Assets ($) | $26,349,041,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $316,563,000 | 9 |
| 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 | $683,239,000 | 3 |
| Number of Managed Accounts | $309,579,000 | 1 |
| Number of Non-Managed Accounts | $373,660,000 | 4 |
| Total fiduciary and related assets | $145,891,860,000 | 14 |
| Managed Assets ($) | $120,686,462,000 | 10 |
| Non-managed Assets ($) | $25,205,398,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,041,410,000 | 9 |
| 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 | $660,651,000 | 3 |
| Number of Managed Accounts | $298,696,000 | 1 |
| Number of Non-Managed Accounts | $361,955,000 | 4 |
| Total fiduciary and related assets | $128,487,972,000 | 15 |
| Managed Assets ($) | $105,720,020,000 | 10 |
| Non-managed Assets ($) | $22,767,952,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $754,659,000 | 9 |
| 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 | $642,276,000 | 3 |
| Number of Managed Accounts | $290,961,000 | 1 |
| Number of Non-Managed Accounts | $351,315,000 | 4 |
| Total fiduciary and related assets | $118,676,735,000 | 15 |
| Managed Assets ($) | $97,799,189,000 | 10 |
| Non-managed Assets ($) | $20,877,546,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,218,000 | 9 |
| 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 | $623,031,000 | 3 |
| Number of Managed Accounts | $283,084,000 | 1 |
| Number of Non-Managed Accounts | $339,947,000 | 4 |
| Total fiduciary and related assets | $101,811,772,000 | 18 |
| Managed Assets ($) | $83,691,819,000 | 10 |
| Non-managed Assets ($) | $18,119,953,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $257,971,000 | 9 |
| 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 | $606,278,000 | 3 |
| Number of Managed Accounts | $277,079,000 | 1 |
| Number of Non-Managed Accounts | $329,199,000 | 4 |
| Total fiduciary and related assets | $117,319,635,000 | 17 |
| Managed Assets ($) | $96,696,551,000 | 10 |
| Non-managed Assets ($) | $20,623,084,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,438,000 | 9 |
| 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 | $588,128,000 | 3 |
| Number of Managed Accounts | $266,694,000 | 1 |
| Number of Non-Managed Accounts | $321,434,000 | 4 |
| Total fiduciary and related assets | $108,390,754,000 | 17 |
| Managed Assets ($) | $89,386,873,000 | 12 |
| Non-managed Assets ($) | $19,003,881,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $664,134,000 | 9 |
| 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 | $574,290,000 | 3 |
| Number of Managed Accounts | $258,503,000 | 1 |
| Number of Non-Managed Accounts | $315,787,000 | 4 |
| Total fiduciary and related assets | $105,868,498,000 | 16 |
| Managed Assets ($) | $87,272,266,000 | 11 |
| Non-managed Assets ($) | $18,596,232,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $426,022,000 | 10 |
| 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 | $557,453,000 | 3 |
| Number of Managed Accounts | $250,616,000 | 1 |
| Number of Non-Managed Accounts | $306,837,000 | 4 |
| Total fiduciary and related assets | $99,944,390,000 | 17 |
| Managed Assets ($) | $82,580,271,000 | 11 |
| Non-managed Assets ($) | $17,364,119,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,242,000 | 10 |
| 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 | $539,935,000 | 4 |
| Number of Managed Accounts | $244,206,000 | 1 |
| Number of Non-Managed Accounts | $295,729,000 | 4 |
| Total fiduciary and related assets | $89,529,978,000 | 17 |
| Managed Assets ($) | $73,920,300,000 | 11 |
| Non-managed Assets ($) | $15,609,678,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $802,033,000 | 10 |
| 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 | $526,463,000 | 5 |
| Number of Managed Accounts | $236,303,000 | 1 |
| Number of Non-Managed Accounts | $290,160,000 | 5 |
| Total fiduciary and related assets | $95,739,189,000 | 18 |
| Managed Assets ($) | $78,860,931,000 | 11 |
| Non-managed Assets ($) | $16,878,258,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $588,143,000 | 10 |
| 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 | $509,506,000 | 4 |
| Number of Managed Accounts | $226,110,000 | 1 |
| Number of Non-Managed Accounts | $283,396,000 | 4 |
| Total fiduciary and related assets | $91,435,933,000 | 18 |
| Managed Assets ($) | $75,123,995,000 | 11 |
| Non-managed Assets ($) | $16,311,938,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $383,194,000 | 10 |
| 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 | $489,053,000 | 4 |
| Number of Managed Accounts | $214,318,000 | 1 |
| Number of Non-Managed Accounts | $274,735,000 | 4 |
| Total fiduciary and related assets | $87,995,508,000 | 18 |
| Managed Assets ($) | $71,971,814,000 | 11 |
| Non-managed Assets ($) | $16,023,694,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $187,227,000 | 10 |
| 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 | $467,814,000 | 4 |
| Number of Managed Accounts | $202,499,000 | 1 |
| Number of Non-Managed Accounts | $265,315,000 | 4 |
| Total fiduciary and related assets | $85,633,759,000 | 18 |
| Managed Assets ($) | $69,586,558,000 | 11 |
| Non-managed Assets ($) | $16,047,201,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,491,000 | 10 |
| 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 | $446,747,000 | 4 |
| Number of Managed Accounts | $191,283,000 | 1 |
| Number of Non-Managed Accounts | $255,464,000 | 4 |
| Total fiduciary and related assets | $80,166,432,000 | 18 |
| Managed Assets ($) | $64,957,913,000 | 11 |
| Non-managed Assets ($) | $15,208,519,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $460,964,000 | 10 |
| 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 | $428,188,000 | 4 |
| Number of Managed Accounts | $181,584,000 | 1 |
| Number of Non-Managed Accounts | $246,604,000 | 4 |
| Total fiduciary and related assets | $75,055,534,000 | 18 |
| Managed Assets ($) | $60,544,462,000 | 11 |
| Non-managed Assets ($) | $14,511,072,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,072,000 | 11 |
| 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 | $386,454,000 | 4 |
| Number of Managed Accounts | $170,109,000 | 1 |
| Number of Non-Managed Accounts | $216,345,000 | 4 |
| Total fiduciary and related assets | $69,316,610,000 | 18 |
| Managed Assets ($) | $56,251,800,000 | 11 |
| Non-managed Assets ($) | $13,064,810,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $141,056,000 | 11 |
| 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 | $325,195,000 | 4 |
| Number of Managed Accounts | $158,954,000 | 2 |
| Number of Non-Managed Accounts | $166,241,000 | 4 |
| Total fiduciary and related assets | $61,501,948,000 | 20 |
| Managed Assets ($) | $51,532,292,000 | 11 |
| Non-managed Assets ($) | $9,969,656,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $506,759,000 | 11 |
| 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 | $313,817,000 | 4 |
| Number of Managed Accounts | $152,891,000 | 3 |
| Number of Non-Managed Accounts | $160,926,000 | 4 |
| Total fiduciary and related assets | $59,654,337,000 | 19 |
| Managed Assets ($) | $49,828,451,000 | 11 |
| Non-managed Assets ($) | $9,825,886,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $370,145,000 | 11 |
| 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 | $306,631,000 | 4 |
| Number of Managed Accounts | $147,541,000 | 3 |
| Number of Non-Managed Accounts | $159,090,000 | 4 |
| Total fiduciary and related assets | $56,495,135,000 | 20 |
| Managed Assets ($) | $47,006,086,000 | 11 |
| Non-managed Assets ($) | $9,489,049,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $240,701,000 | 12 |
| 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 | $298,982,000 | 4 |
| Number of Managed Accounts | $143,089,000 | 3 |
| Number of Non-Managed Accounts | $155,893,000 | 4 |
| Total fiduciary and related assets | $54,149,899,000 | 20 |
| Managed Assets ($) | $44,892,008,000 | 11 |
| Non-managed Assets ($) | $9,257,891,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $117,980,000 | 11 |
| 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 | $283,961,000 | 4 |
| Number of Managed Accounts | $107,049,000 | 3 |
| Number of Non-Managed Accounts | $176,912,000 | 4 |
| Total fiduciary and related assets | $50,505,669,000 | 20 |
| Managed Assets ($) | $37,234,263,000 | 11 |
| Non-managed Assets ($) | $13,271,406,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,116,000 | 13 |
| 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 | $276,906,000 | 4 |
| Number of Managed Accounts | $103,312,000 | 3 |
| Number of Non-Managed Accounts | $173,594,000 | 4 |
| Total fiduciary and related assets | $48,099,610,000 | 20 |
| Managed Assets ($) | $35,409,813,000 | 12 |
| Non-managed Assets ($) | $12,689,797,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $284,793,000 | 13 |
| 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 | $270,578,000 | 4 |
| Number of Managed Accounts | $99,820,000 | 5 |
| Number of Non-Managed Accounts | $170,758,000 | 4 |
| Total fiduciary and related assets | $49,716,471,000 | 20 |
| Managed Assets ($) | $36,471,707,000 | 13 |
| Non-managed Assets ($) | $13,244,764,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $186,450,000 | 13 |
| 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 | $264,163,000 | 4 |
| Number of Managed Accounts | $96,493,000 | 4 |
| Number of Non-Managed Accounts | $167,670,000 | 4 |
| Total fiduciary and related assets | $48,549,156,000 | 21 |
| Managed Assets ($) | $35,423,541,000 | 14 |
| Non-managed Assets ($) | $13,125,615,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,732,000 | 13 |
| 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 | $262,218,000 | 4 |
| Number of Managed Accounts | $96,432,000 | 4 |
| Number of Non-Managed Accounts | $165,786,000 | 4 |
| Total fiduciary and related assets | $48,284,709,000 | 22 |
| Managed Assets ($) | $35,473,961,000 | 14 |
| Non-managed Assets ($) | $12,810,748,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $339,458,000 | 14 |
| 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 | $255,974,000 | 4 |
| Number of Managed Accounts | $92,442,000 | 4 |
| Number of Non-Managed Accounts | $163,532,000 | 4 |
| Total fiduciary and related assets | $46,768,012,000 | 22 |
| Managed Assets ($) | $34,238,771,000 | 14 |
| Non-managed Assets ($) | $12,529,241,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $248,658,000 | 14 |
| 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 | $249,936,000 | 4 |
| Number of Managed Accounts | $88,445,000 | 4 |
| Number of Non-Managed Accounts | $161,491,000 | 4 |
| Total fiduciary and related assets | $46,376,839,000 | 21 |
| Managed Assets ($) | $33,767,784,000 | 14 |
| Non-managed Assets ($) | $12,609,055,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,418,000 | 14 |
| 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 | $243,529,000 | 5 |
| Number of Managed Accounts | $84,758,000 | 4 |
| Number of Non-Managed Accounts | $158,771,000 | 5 |
| Total fiduciary and related assets | $43,641,034,000 | 22 |
| Managed Assets ($) | $31,609,537,000 | 16 |
| Non-managed Assets ($) | $12,031,497,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,955,000 | 14 |
| 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 | $236,933,000 | 4 |
| Number of Managed Accounts | $80,436,000 | 4 |
| Number of Non-Managed Accounts | $156,497,000 | 5 |
| Total fiduciary and related assets | $41,677,200,000 | 22 |
| Managed Assets ($) | $29,919,988,000 | 17 |
| Non-managed Assets ($) | $11,757,212,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,759,000 | 16 |
| 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 | $232,303,000 | 4 |
| Number of Managed Accounts | $77,116,000 | 4 |
| Number of Non-Managed Accounts | $155,187,000 | 5 |
| Total fiduciary and related assets | $38,934,648,000 | 23 |
| Managed Assets ($) | $27,810,637,000 | 18 |
| Non-managed Assets ($) | $11,124,011,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,391,000 | 17 |
| 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 | $228,410,000 | 4 |
| Number of Managed Accounts | $73,689,000 | 5 |
| Number of Non-Managed Accounts | $154,721,000 | 5 |
| Total fiduciary and related assets | $36,231,848,000 | 26 |
| Managed Assets ($) | $25,688,888,000 | 20 |
| Non-managed Assets ($) | $10,542,960,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,709,000 | 17 |
| 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 | $217,612,000 | 4 |
| Number of Managed Accounts | $69,549,000 | 5 |
| Number of Non-Managed Accounts | $148,063,000 | 5 |
| Total fiduciary and related assets | $34,805,718,000 | 26 |
| Managed Assets ($) | $24,973,401,000 | 20 |
| Non-managed Assets ($) | $9,832,317,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,337,000 | 17 |
| 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 | $211,858,000 | 4 |
| Number of Managed Accounts | $65,947,000 | 6 |
| Number of Non-Managed Accounts | $145,911,000 | 4 |
| Total fiduciary and related assets | $32,588,791,000 | 27 |
| Managed Assets ($) | $22,932,051,000 | 20 |
| Non-managed Assets ($) | $9,656,740,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $219,378,000 | 17 |
| 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 | $211,450,000 | 4 |
| Number of Managed Accounts | $62,989,000 | 6 |
| Number of Non-Managed Accounts | $148,461,000 | 4 |
| Total fiduciary and related assets | $31,506,599,000 | 26 |
| Managed Assets ($) | $21,874,581,000 | 20 |
| Non-managed Assets ($) | $9,632,018,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,520,000 | 18 |
| 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 | $210,749,000 | 4 |
| Number of Managed Accounts | $60,614,000 | 6 |
| Number of Non-Managed Accounts | $150,135,000 | 4 |
| Total fiduciary and related assets | $29,492,131,000 | 28 |
| Managed Assets ($) | $20,267,595,000 | 21 |
| Non-managed Assets ($) | $9,224,536,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $103,775,000 | 17 |
| 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 | $209,142,000 | 4 |
| Number of Managed Accounts | $57,646,000 | 6 |
| Number of Non-Managed Accounts | $151,496,000 | 4 |
| Total fiduciary and related assets | $29,519,355,000 | 28 |
| Managed Assets ($) | $20,019,723,000 | 22 |
| Non-managed Assets ($) | $9,499,632,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,050,000 | 18 |
| 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 | $207,057,000 | 4 |
| Number of Managed Accounts | $55,206,000 | 6 |
| Number of Non-Managed Accounts | $151,851,000 | 4 |
| Total fiduciary and related assets | $26,802,051,000 | 29 |
| Managed Assets ($) | $18,001,560,000 | 22 |
| Non-managed Assets ($) | $8,800,491,000 | 36 |
| 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 | $203,538,000 | 4 |
| Number of Managed Accounts | $53,282,000 | 6 |
| Number of Non-Managed Accounts | $150,256,000 | 4 |
| Total fiduciary and related assets | $25,055,014,000 | 31 |
| Managed Assets ($) | $16,740,622,000 | 23 |
| Non-managed Assets ($) | $8,314,392,000 | 35 |
| 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 | $201,114,000 | 4 |
| Number of Managed Accounts | $50,973,000 | 6 |
| Number of Non-Managed Accounts | $150,141,000 | 4 |
| Total fiduciary and related assets | $27,637,566,000 | 30 |
| Managed Assets ($) | $18,237,431,000 | 22 |
| Non-managed Assets ($) | $9,400,135,000 | 36 |
| 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 | $198,327,000 | 5 |
| Number of Managed Accounts | $47,808,000 | 6 |
| Number of Non-Managed Accounts | $150,519,000 | 4 |
| Total fiduciary and related assets | $26,684,710,000 | 31 |
| Managed Assets ($) | $17,315,069,000 | 23 |
| Non-managed Assets ($) | $9,369,641,000 | 36 |
| 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 | $195,903,000 | 5 |
| Number of Managed Accounts | $45,076,000 | 7 |
| Number of Non-Managed Accounts | $150,827,000 | 4 |
| Total fiduciary and related assets | $25,080,782,000 | 33 |
| Managed Assets ($) | $15,950,075,000 | 24 |
| Non-managed Assets ($) | $9,130,707,000 | 36 |
| 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 | $194,361,000 | 5 |
| Number of Managed Accounts | $42,623,000 | 7 |
| Number of Non-Managed Accounts | $151,738,000 | 5 |
| Total fiduciary and related assets | $23,219,706,000 | 33 |
| Managed Assets ($) | $14,514,415,000 | 25 |
| Non-managed Assets ($) | $8,705,291,000 | 36 |
| 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 | $196,493,000 | 6 |
| Number of Managed Accounts | $41,811,000 | 7 |
| Number of Non-Managed Accounts | $154,682,000 | 5 |
| Total fiduciary and related assets | $20,888,809,000 | 34 |
| Managed Assets ($) | $12,908,522,000 | 26 |
| Non-managed Assets ($) | $7,980,287,000 | 38 |
| 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 | $39,756,000 | 14 |
| Number of Managed Accounts | $39,149,000 | 7 |
| Number of Non-Managed Accounts | $607,000 | 95 |
| Total fiduciary and related assets | $13,192,434,000 | 44 |
| Managed Assets ($) | $13,192,154,000 | 27 |
| Non-managed Assets ($) | $280,000 | 391 |
| 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 | $37,961,000 | 15 |
| Number of Managed Accounts | $37,356,000 | 8 |
| Number of Non-Managed Accounts | $605,000 | 111 |
| Total fiduciary and related assets | $12,276,377,000 | 49 |
| Managed Assets ($) | $12,275,709,000 | 28 |
| Non-managed Assets ($) | $668,000 | 1,039 |
| 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 | $36,258,000 | 19 |
| Number of Managed Accounts | $36,258,000 | 9 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $11,465,640,000 | 53 |
| Managed Assets ($) | $11,465,640,000 | 31 |
| Non-managed Assets ($) | $0 | 385 |
| 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 | $35,102,000 | 19 |
| Number of Managed Accounts | $35,102,000 | 9 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $9,658,733,000 | 57 |
| Managed Assets ($) | $9,658,733,000 | 33 |
| Non-managed Assets ($) | $0 | 391 |
| 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 | $34,251,000 | 19 |
| Number of Managed Accounts | $34,251,000 | 9 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $8,210,317,000 | 58 |
| Managed Assets ($) | $8,210,317,000 | 41 |
| Non-managed Assets ($) | $0 | 392 |
| 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 | $35,100,000 | 22 |
| Number of Managed Accounts | $35,100,000 | 9 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $9,008,555,000 | 58 |
| Managed Assets ($) | $9,008,555,000 | 41 |
| Non-managed Assets ($) | $0 | 1,241 |
| 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 | $33,966,000 | 20 |
| Number of Managed Accounts | $33,966,000 | 9 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $10,668,286,000 | 57 |
| Managed Assets ($) | $10,668,286,000 | 33 |
| Non-managed Assets ($) | $0 | 420 |
| 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 | $31,943,000 | 22 |
| Number of Managed Accounts | $31,943,000 | 9 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $11,339,227,000 | 61 |
| Managed Assets ($) | $11,339,227,000 | 36 |
| Non-managed Assets ($) | $0 | 426 |
| 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 | $29,604,000 | 22 |
| Number of Managed Accounts | $29,604,000 | 10 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $10,777,558,000 | 59 |
| Managed Assets ($) | $10,777,558,000 | 38 |
| Non-managed Assets ($) | $0 | 431 |
| 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 | $26,827,000 | 23 |
| Number of Managed Accounts | $26,827,000 | 12 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $10,413,663,000 | 58 |
| Managed Assets ($) | $10,413,663,000 | 40 |
| Non-managed Assets ($) | $0 | 1,291 |
| 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 | $21,475,000 | 28 |
| Number of Managed Accounts | $21,475,000 | 15 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $8,811,670,000 | 61 |
| Managed Assets ($) | $8,811,670,000 | 46 |
| Non-managed Assets ($) | $0 | 416 |
| 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 | $9,915,000 | 41 |
| Number of Managed Accounts | $9,915,000 | 24 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $4,315,932,000 | 85 |
| Managed Assets ($) | $4,315,932,000 | 57 |
| Non-managed Assets ($) | $0 | 421 |
| 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 | $4,406,000 | 67 |
| Number of Managed Accounts | $4,406,000 | 42 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $2,125,837,000 | 119 |
| Managed Assets ($) | $2,125,837,000 | 77 |
| Non-managed Assets ($) | $0 | 424 |
| 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 | $1,693,000 | 134 |
| Number of Managed Accounts | $1,693,000 | 92 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $1,023,389,000 | 179 |
| Managed Assets ($) | $1,023,389,000 | 127 |
| Non-managed Assets ($) | $0 | 1,321 |
| 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 | $865,000 | 237 |
| Number of Managed Accounts | $865,000 | 179 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $593,662,000 | 235 |
| Managed Assets ($) | $593,662,000 | 182 |
| Non-managed Assets ($) | $0 | 408 |
| 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 | $767,000 | 258 |
| Number of Managed Accounts | $767,000 | 203 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $537,825,000 | 255 |
| Managed Assets ($) | $537,825,000 | 193 |
| Non-managed Assets ($) | $0 | 411 |
| 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 | $450,000 | 328 |
| Number of Managed Accounts | $450,000 | 276 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $516,609,000 | 254 |
| Managed Assets ($) | $516,609,000 | 194 |
| Non-managed Assets ($) | $0 | 422 |
| 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 | $432,000 | 421 |
| Number of Managed Accounts | $432,000 | 320 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $480,302,000 | 262 |
| Managed Assets ($) | $480,302,000 | 204 |
| Non-managed Assets ($) | $0 | 1,365 |
| 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 | $424,000 | 325 |
| Number of Managed Accounts | $424,000 | 277 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $511,214,000 | 247 |
| Managed Assets ($) | $511,214,000 | 196 |
| Non-managed Assets ($) | $0 | 412 |
| 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 | $411,000 | 337 |
| Number of Managed Accounts | $411,000 | 290 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $478,726,000 | 250 |
| Managed Assets ($) | $478,726,000 | 200 |
| Non-managed Assets ($) | $0 | 429 |
| 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 | $405,000 | 340 |
| Number of Managed Accounts | $405,000 | 294 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $456,629,000 | 259 |
| Managed Assets ($) | $456,629,000 | 206 |
| Non-managed Assets ($) | $0 | 431 |
| 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 | $353,000 | 484 |
| Number of Managed Accounts | $353,000 | 358 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $433,173,000 | 270 |
| Managed Assets ($) | $433,173,000 | 208 |
| Non-managed Assets ($) | $0 | 1,358 |
| 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 | $317,000 | 354 |
| Number of Managed Accounts | $317,000 | 309 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $359,790,000 | 291 |
| Managed Assets ($) | $359,790,000 | 225 |
| Non-managed Assets ($) | $0 | 421 |
| 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 | $289,000 | 366 |
| Number of Managed Accounts | $289,000 | 320 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $302,141,000 | 320 |
| Managed Assets ($) | $302,141,000 | 244 |
| Non-managed Assets ($) | $0 | 429 |
| 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 | $221,000 | 385 |
| Number of Managed Accounts | $221,000 | 338 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $271,881,000 | 346 |
| Managed Assets ($) | $271,881,000 | 264 |
| Non-managed Assets ($) | $0 | 436 |
| 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 | $179,000 | 743 |
| Number of Managed Accounts | $179,000 | 573 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $218,444,000 | 401 |
| Managed Assets ($) | $218,444,000 | 320 |
| Non-managed Assets ($) | $0 | 1,404 |
| 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 | $143,000 | 414 |
| Number of Managed Accounts | $143,000 | 372 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $142,894,000 | 395 |
| Managed Assets ($) | $142,894,000 | 342 |
| Non-managed Assets ($) | $0 | 445 |
| 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 | $111,000 | 427 |
| Number of Managed Accounts | $111,000 | 385 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $115,072,000 | 403 |
| Managed Assets ($) | $115,072,000 | 356 |
| Non-managed Assets ($) | $0 | 447 |
| 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 | $90,000 | 441 |
| Number of Managed Accounts | $90,000 | 402 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $90,070,000 | 419 |
| Managed Assets ($) | $90,070,000 | 379 |
| Non-managed Assets ($) | $0 | 458 |
| 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 | $61,000 | 1,138 |
| Number of Managed Accounts | $61,000 | 948 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $65,850,000 | 689 |
| Managed Assets ($) | $65,850,000 | 577 |
| Non-managed Assets ($) | $0 | 1,452 |
| 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 |