Home > Prudential Bank & Trust > Fiduciary and Related Services
Prudential Bank & Trust, Fiduciary and Related Services
| 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 | $1,309,000 | 203 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $1,309,000 | 56 |
| Total fiduciary and related assets | $186,106,253,000 | 15 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $186,106,253,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,633,000 | 163 |
| 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 | $1,320,000 | 199 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $1,320,000 | 54 |
| Total fiduciary and related assets | $178,101,431,000 | 15 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $178,101,431,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,061,000 | 158 |
| 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 | $1,349,000 | 172 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $1,349,000 | 45 |
| Total fiduciary and related assets | $187,281,922,000 | 12 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $187,281,922,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,630,000 | 128 |
| 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 | $1,353,000 | 171 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $1,353,000 | 46 |
| Total fiduciary and related assets | $212,954,628,000 | 12 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $212,954,628,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,520,000 | 119 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,224,000 | 194 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $1,224,000 | 49 |
| Total fiduciary and related assets | $209,201,636,000 | 12 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $209,201,636,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,856,000 | 129 |
| 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 | $1,235,000 | 188 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $1,235,000 | 48 |
| Total fiduciary and related assets | $200,659,307,000 | 12 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $200,659,307,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,647,000 | 128 |
| 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 | $1,238,000 | 191 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $1,238,000 | 49 |
| Total fiduciary and related assets | $202,487,290,000 | 12 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $202,487,290,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,220,000 | 131 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,239,000 | 187 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $1,239,000 | 50 |
| Total fiduciary and related assets | $192,230,471,000 | 12 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $192,230,471,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,966,000 | 135 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,247,000 | 187 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $1,247,000 | 54 |
| Total fiduciary and related assets | $183,088,135,000 | 12 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $183,088,135,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,138,000 | 139 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,254,000 | 179 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $1,254,000 | 50 |
| Total fiduciary and related assets | $162,538,350,000 | 12 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $162,538,350,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,924,000 | 148 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,262,000 | 184 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $1,262,000 | 50 |
| Total fiduciary and related assets | $148,297,153,000 | 13 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $148,297,153,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,269,000 | 155 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,265,000 | 180 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $1,265,000 | 50 |
| Total fiduciary and related assets | $130,403,704,000 | 14 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $130,403,704,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,405,000 | 148 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,287,000 | 185 |
| Number of Managed Accounts | $0 | 1,068 |
| Number of Non-Managed Accounts | $1,287,000 | 53 |
| Total fiduciary and related assets | $149,268,667,000 | 13 |
| Managed Assets ($) | $0 | 1,068 |
| Non-managed Assets ($) | $149,268,667,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,998,000 | 150 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,287,000 | 178 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $1,287,000 | 50 |
| Total fiduciary and related assets | $141,092,232,000 | 14 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $141,092,232,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,659,000 | 150 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,312,000 | 181 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $1,312,000 | 51 |
| Total fiduciary and related assets | $143,458,293,000 | 13 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $143,458,293,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,169,000 | 155 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,323,000 | 177 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $1,323,000 | 51 |
| Total fiduciary and related assets | $134,206,954,000 | 13 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $134,206,954,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,815,000 | 168 |
| 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 | $1,342,000 | 180 |
| Number of Managed Accounts | $0 | 1,111 |
| Number of Non-Managed Accounts | $1,342,000 | 53 |
| Total fiduciary and related assets | $121,871,717,000 | 14 |
| Managed Assets ($) | $0 | 1,111 |
| Non-managed Assets ($) | $121,871,717,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,404,000 | 157 |
| 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 | $1,327,000 | 174 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $1,327,000 | 52 |
| Total fiduciary and related assets | $133,943,365,000 | 13 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $133,943,365,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,125,000 | 156 |
| 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 | $1,301,000 | 178 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $1,301,000 | 53 |
| Total fiduciary and related assets | $126,331,165,000 | 14 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $126,331,165,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,029,000 | 162 |
| 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 | $1,284,000 | 181 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $1,284,000 | 55 |
| Total fiduciary and related assets | $123,066,304,000 | 15 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $123,066,304,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,022,000 | 161 |
| 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 | $1,315,000 | 181 |
| Number of Managed Accounts | $0 | 1,139 |
| Number of Non-Managed Accounts | $1,315,000 | 59 |
| Total fiduciary and related assets | $121,684,521,000 | 15 |
| Managed Assets ($) | $0 | 1,139 |
| Non-managed Assets ($) | $121,684,521,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,379,000 | 164 |
| 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 | $1,321,000 | 178 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $1,321,000 | 55 |
| Total fiduciary and related assets | $117,216,751,000 | 15 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $117,216,751,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,432,000 | 164 |
| 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 | $1,327,000 | 173 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $1,327,000 | 54 |
| Total fiduciary and related assets | $112,927,799,000 | 15 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $112,927,799,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,584,000 | 163 |
| 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 | $1,336,000 | 173 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $1,336,000 | 56 |
| Total fiduciary and related assets | $109,503,484,000 | 15 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $109,503,484,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,739,000 | 166 |
| 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 | $1,351,000 | 173 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $1,351,000 | 57 |
| Total fiduciary and related assets | $104,285,780,000 | 15 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $104,285,780,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,653,000 | 167 |
| 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 | $1,366,000 | 169 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $1,366,000 | 54 |
| Total fiduciary and related assets | $103,605,754,000 | 15 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $103,605,754,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,914,000 | 167 |
| 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 | $1,371,000 | 167 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $1,371,000 | 54 |
| Total fiduciary and related assets | $99,687,964,000 | 15 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $99,687,964,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,260,000 | 168 |
| 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 | $1,370,000 | 167 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $1,370,000 | 54 |
| Total fiduciary and related assets | $97,805,128,000 | 15 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $97,805,128,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,702,000 | 159 |
| 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 | $1,379,000 | 171 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $1,379,000 | 56 |
| Total fiduciary and related assets | $95,915,396,000 | 15 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $95,915,396,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,507,000 | 170 |
| 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 | $1,387,000 | 165 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $1,387,000 | 53 |
| Total fiduciary and related assets | $93,669,361,000 | 15 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $93,669,361,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,826,000 | 172 |
| 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 | $1,383,000 | 165 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $1,383,000 | 51 |
| Total fiduciary and related assets | $93,475,206,000 | 16 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $93,475,206,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,235,000 | 172 |
| 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 | $1,382,000 | 164 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $1,382,000 | 52 |
| Total fiduciary and related assets | $93,125,053,000 | 17 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $93,125,053,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,624,000 | 172 |
| 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 | $1,408,000 | 162 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $1,408,000 | 55 |
| Total fiduciary and related assets | $91,446,957,000 | 17 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $91,446,957,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,182,000 | 168 |
| 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 | $1,414,000 | 159 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $1,414,000 | 53 |
| Total fiduciary and related assets | $88,811,624,000 | 17 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $88,811,624,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,627,000 | 166 |
| 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 | $1,414,000 | 160 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $1,414,000 | 54 |
| Total fiduciary and related assets | $88,918,464,000 | 16 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $88,918,464,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,078,000 | 166 |
| 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 | $1,435,000 | 159 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $1,435,000 | 56 |
| Total fiduciary and related assets | $88,073,268,000 | 17 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $88,073,268,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,520,000 | 169 |
| 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 | $1,422,000 | 163 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $1,422,000 | 59 |
| Total fiduciary and related assets | $82,542,029,000 | 17 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $82,542,029,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,488,000 | 168 |
| 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 | $1,441,000 | 150 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $1,441,000 | 53 |
| Total fiduciary and related assets | $77,134,091,000 | 17 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $77,134,091,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,968,000 | 171 |
| 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 | $1,446,000 | 147 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $1,446,000 | 54 |
| Total fiduciary and related assets | $71,077,403,000 | 17 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $71,077,403,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,618,000 | 169 |
| 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 | $1,465,000 | 148 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $1,465,000 | 56 |
| Total fiduciary and related assets | $70,310,267,000 | 18 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $70,310,267,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,266,000 | 174 |
| 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 | $1,522,000 | 152 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $1,522,000 | 57 |
| Total fiduciary and related assets | $65,836,068,000 | 18 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $65,836,068,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,961,000 | 174 |
| 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 | $1,555,000 | 140 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $1,555,000 | 53 |
| Total fiduciary and related assets | $64,606,024,000 | 18 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $64,606,024,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,694,000 | 170 |
| 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 | $1,579,000 | 136 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $1,579,000 | 54 |
| Total fiduciary and related assets | $62,539,371,000 | 17 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $62,539,371,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,479,000 | 170 |
| 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 | $1,601,000 | 137 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $1,601,000 | 53 |
| Total fiduciary and related assets | $63,632,355,000 | 16 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $63,632,355,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,200,000 | 176 |
| 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 | $1,637,000 | 141 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $1,637,000 | 54 |
| Total fiduciary and related assets | $59,522,694,000 | 16 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $59,522,694,000 | 14 |
| 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 | $1,694,000 | 129 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $1,694,000 | 51 |
| Total fiduciary and related assets | $57,751,870,000 | 16 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $57,751,870,000 | 14 |
| 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 | $1,704,000 | 129 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $1,704,000 | 52 |
| Total fiduciary and related assets | $64,152,634,000 | 16 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $64,152,634,000 | 14 |
| 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 | $1,736,000 | 121 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $1,736,000 | 53 |
| Total fiduciary and related assets | $63,852,776,000 | 16 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $63,852,776,000 | 14 |
| 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 | $1,748,000 | 122 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $1,748,000 | 54 |
| Total fiduciary and related assets | $59,972,243,000 | 18 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $59,972,243,000 | 14 |
| 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 | $1,767,000 | 111 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $1,767,000 | 49 |
| Total fiduciary and related assets | $56,146,436,000 | 19 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $56,146,436,000 | 14 |
| 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 | $1,794,000 | 112 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $1,794,000 | 51 |
| Total fiduciary and related assets | $51,123,826,000 | 22 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $51,123,826,000 | 15 |
| 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 | $1,790,000 | 115 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $1,790,000 | 51 |
| Total fiduciary and related assets | $53,254,986,000 | 21 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $53,254,986,000 | 15 |
| 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 | $1,845,000 | 123 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $1,845,000 | 57 |
| Total fiduciary and related assets | $50,242,340,000 | 25 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $50,242,340,000 | 16 |
| 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 | $1,856,000 | 116 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $1,856,000 | 53 |
| Total fiduciary and related assets | $48,307,901,000 | 25 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $48,307,901,000 | 17 |
| 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 | $1,864,000 | 114 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $1,864,000 | 53 |
| Total fiduciary and related assets | $43,958,048,000 | 26 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $43,958,048,000 | 18 |
| 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 | $1,873,000 | 111 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $1,873,000 | 49 |
| Total fiduciary and related assets | $39,477,349,000 | 26 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $39,477,349,000 | 18 |
| 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 | $1,869,000 | 127 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $1,869,000 | 57 |
| Total fiduciary and related assets | $37,998,015,000 | 27 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $37,998,015,000 | 18 |
| 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 | $1,871,000 | 118 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $1,871,000 | 52 |
| Total fiduciary and related assets | $43,860,468,000 | 27 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $43,860,468,000 | 19 |
| 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 | $1,883,000 | 121 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $1,883,000 | 54 |
| Total fiduciary and related assets | $46,944,175,000 | 29 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $46,944,175,000 | 21 |
| 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 | $1,893,000 | 121 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $1,893,000 | 52 |
| Total fiduciary and related assets | $47,038,993,000 | 28 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $47,038,993,000 | 21 |
| 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 | $1,309,000 | 176 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $1,309,000 | 68 |
| Total fiduciary and related assets | $41,890,119,000 | 30 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $41,890,119,000 | 21 |
| 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 | $1,278,000 | 168 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $1,278,000 | 61 |
| Total fiduciary and related assets | $42,542,704,000 | 30 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $42,542,704,000 | 21 |
| 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 | $1,259,000 | 170 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $1,259,000 | 61 |
| Total fiduciary and related assets | $41,514,932,000 | 32 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $41,514,932,000 | 22 |
| 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 | $1,225,000 | 174 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $1,225,000 | 62 |
| Total fiduciary and related assets | $39,426,404,000 | 31 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $39,426,404,000 | 21 |
| 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 | $1,202,000 | 191 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $1,202,000 | 73 |
| Total fiduciary and related assets | $37,986,263,000 | 33 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $37,986,263,000 | 21 |
| 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 | $1,172,000 | 183 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $1,172,000 | 67 |
| Total fiduciary and related assets | $35,858,112,000 | 33 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $35,858,112,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,156,000 | 186 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $1,156,000 | 69 |
| Total fiduciary and related assets | $35,058,484,000 | 32 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $35,058,484,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,147,000 | 185 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $1,147,000 | 66 |
| Total fiduciary and related assets | $35,045,440,000 | 32 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $35,045,440,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,095,000 | 204 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $1,095,000 | 77 |
| Total fiduciary and related assets | $31,315,407,000 | 35 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $31,315,407,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,130,000 | 180 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $1,130,000 | 64 |
| Total fiduciary and related assets | $30,718,798,000 | 35 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $30,718,798,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,132,000 | 182 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $1,132,000 | 66 |
| Total fiduciary and related assets | $29,242,386,000 | 34 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $29,242,386,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,127,000 | 186 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $1,127,000 | 70 |
| Total fiduciary and related assets | $28,437,521,000 | 36 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $28,437,521,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,130,000 | 197 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $1,130,000 | 81 |
| Total fiduciary and related assets | $25,530,923,000 | 40 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $25,530,923,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,139,000 | 185 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $1,139,000 | 73 |
| Total fiduciary and related assets | $23,893,445,000 | 40 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $23,893,445,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,258,000 | 172 |
| Number of Managed Accounts | $115,000 | 372 |
| Number of Non-Managed Accounts | $1,143,000 | 77 |
| Total fiduciary and related assets | $24,040,017,000 | 40 |
| Managed Assets ($) | $19,696,000 | 393 |
| Non-managed Assets ($) | $24,020,321,000 | 28 |
| 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 | $2,013,000 | 117 |
| Number of Managed Accounts | $2,013,000 | 88 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $395,143,000 | 278 |
| Managed Assets ($) | $395,143,000 | 218 |
| Non-managed Assets ($) | $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 | $1,996,000 | 132 |
| Number of Managed Accounts | $1,990,000 | 95 |
| Number of Non-Managed Accounts | $6,000 | 1,101 |
| Total fiduciary and related assets | $406,296,000 | 289 |
| Managed Assets ($) | $387,335,000 | 227 |
| Non-managed Assets ($) | $18,961,000 | 528 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,946,000 | 130 |
| Number of Managed Accounts | $1,940,000 | 95 |
| Number of Non-Managed Accounts | $6,000 | 409 |
| Total fiduciary and related assets | $390,621,000 | 292 |
| Managed Assets ($) | $373,831,000 | 230 |
| Non-managed Assets ($) | $16,790,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,842,000 | 135 |
| Number of Managed Accounts | $1,836,000 | 99 |
| Number of Non-Managed Accounts | $6,000 | 414 |
| Total fiduciary and related assets | $387,268,000 | 295 |
| Managed Assets ($) | $374,507,000 | 230 |
| Non-managed Assets ($) | $12,761,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,757,000 | 147 |
| Number of Managed Accounts | $1,752,000 | 108 |
| Number of Non-Managed Accounts | $5,000 | 425 |
| Total fiduciary and related assets | $379,578,000 | 301 |
| Managed Assets ($) | $369,052,000 | 233 |
| Non-managed Assets ($) | $10,526,000 | 387 |
| 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 | $1,696,000 | 160 |
| Number of Managed Accounts | $1,692,000 | 117 |
| Number of Non-Managed Accounts | $4,000 | 1,194 |
| Total fiduciary and related assets | $365,468,000 | 305 |
| Managed Assets ($) | $355,995,000 | 235 |
| Non-managed Assets ($) | $9,473,000 | 659 |
| 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 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |