Home > Regions Bank > Fiduciary and Related Services
Regions Bank, Fiduciary and Related Services
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $29,875,000 | 22 |
| Number of Managed Accounts | $18,923,000 | 16 |
| Number of Non-Managed Accounts | $10,952,000 | 20 |
| Total fiduciary and related assets | $100,416,000,000 | 24 |
| Managed Assets ($) | $54,433,000,000 | 16 |
| Non-managed Assets ($) | $45,983,000,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $329,000,000 | 22 |
| 2024-09-30 | 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 | $29,726,000 | 24 |
| Number of Managed Accounts | $19,008,000 | 17 |
| Number of Non-Managed Accounts | $10,718,000 | 20 |
| Total fiduciary and related assets | $100,154,000,000 | 25 |
| Managed Assets ($) | $54,145,000,000 | 16 |
| Non-managed Assets ($) | $46,009,000,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $243,000,000 | 22 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $29,915,000 | 24 |
| Number of Managed Accounts | $19,250,000 | 17 |
| Number of Non-Managed Accounts | $10,665,000 | 21 |
| Total fiduciary and related assets | $95,893,000,000 | 24 |
| Managed Assets ($) | $51,808,000,000 | 17 |
| Non-managed Assets ($) | $44,085,000,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $160,000,000 | 22 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $29,870,000 | 23 |
| Number of Managed Accounts | $19,263,000 | 17 |
| Number of Non-Managed Accounts | $10,607,000 | 20 |
| Total fiduciary and related assets | $95,874,000,000 | 24 |
| Managed Assets ($) | $51,026,000,000 | 17 |
| Non-managed Assets ($) | $44,848,000,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,000,000 | 21 |
| 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 | $29,702,000 | 24 |
| Number of Managed Accounts | $19,246,000 | 17 |
| Number of Non-Managed Accounts | $10,456,000 | 20 |
| Total fiduciary and related assets | $92,535,000,000 | 24 |
| Managed Assets ($) | $49,031,000,000 | 17 |
| Non-managed Assets ($) | $43,504,000,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $304,000,000 | 21 |
| 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 | $29,728,000 | 23 |
| Number of Managed Accounts | $19,369,000 | 17 |
| Number of Non-Managed Accounts | $10,359,000 | 19 |
| Total fiduciary and related assets | $89,506,000,000 | 24 |
| Managed Assets ($) | $46,855,000,000 | 17 |
| Non-managed Assets ($) | $42,651,000,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,000,000 | 21 |
| 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 | $29,646,000 | 22 |
| Number of Managed Accounts | $19,326,000 | 16 |
| Number of Non-Managed Accounts | $10,320,000 | 19 |
| Total fiduciary and related assets | $89,708,000,000 | 25 |
| Managed Assets ($) | $47,326,000,000 | 19 |
| Non-managed Assets ($) | $42,382,000,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,000,000 | 21 |
| 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 | $29,507,000 | 25 |
| Number of Managed Accounts | $19,156,000 | 17 |
| Number of Non-Managed Accounts | $10,351,000 | 21 |
| Total fiduciary and related assets | $88,668,000,000 | 26 |
| Managed Assets ($) | $45,538,000,000 | 19 |
| Non-managed Assets ($) | $43,130,000,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,000,000 | 21 |
| 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 | $29,235,000 | 25 |
| Number of Managed Accounts | $18,955,000 | 17 |
| Number of Non-Managed Accounts | $10,280,000 | 22 |
| Total fiduciary and related assets | $85,668,000,000 | 26 |
| Managed Assets ($) | $43,556,000,000 | 19 |
| Non-managed Assets ($) | $42,112,000,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $288,000,000 | 22 |
| 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 | $29,382,000 | 25 |
| Number of Managed Accounts | $18,996,000 | 17 |
| Number of Non-Managed Accounts | $10,386,000 | 23 |
| Total fiduciary and related assets | $83,654,000,000 | 26 |
| Managed Assets ($) | $41,257,000,000 | 19 |
| Non-managed Assets ($) | $42,397,000,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $214,000,000 | 22 |
| 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 | $29,144,000 | 23 |
| Number of Managed Accounts | $18,911,000 | 17 |
| Number of Non-Managed Accounts | $10,233,000 | 20 |
| Total fiduciary and related assets | $82,485,000,000 | 21 |
| Managed Assets ($) | $41,407,000,000 | 17 |
| Non-managed Assets ($) | $41,078,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $143,000,000 | 17 |
| 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 | $28,875,000 | 23 |
| Number of Managed Accounts | $18,715,000 | 17 |
| Number of Non-Managed Accounts | $10,160,000 | 20 |
| Total fiduciary and related assets | $87,010,000,000 | 21 |
| Managed Assets ($) | $43,867,000,000 | 17 |
| Non-managed Assets ($) | $43,143,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $73,000,000 | 16 |
| 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 | $28,983,000 | 22 |
| Number of Managed Accounts | $18,580,000 | 17 |
| Number of Non-Managed Accounts | $10,403,000 | 19 |
| Total fiduciary and related assets | $88,589,000,000 | 21 |
| Managed Assets ($) | $45,579,000,000 | 17 |
| Non-managed Assets ($) | $43,010,000,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $269,000,000 | 21 |
| 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 | $28,863,000 | 23 |
| Number of Managed Accounts | $18,597,000 | 17 |
| Number of Non-Managed Accounts | $10,266,000 | 19 |
| Total fiduciary and related assets | $87,032,000,000 | 21 |
| Managed Assets ($) | $43,779,000,000 | 17 |
| Non-managed Assets ($) | $43,253,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $197,000,000 | 21 |
| 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 | $28,561,000 | 24 |
| Number of Managed Accounts | $18,473,000 | 17 |
| Number of Non-Managed Accounts | $10,088,000 | 20 |
| Total fiduciary and related assets | $84,781,000,000 | 22 |
| Managed Assets ($) | $42,022,000,000 | 18 |
| Non-managed Assets ($) | $42,759,000,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,000,000 | 22 |
| 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 | $28,975,000 | 24 |
| Number of Managed Accounts | $18,315,000 | 17 |
| Number of Non-Managed Accounts | $10,660,000 | 20 |
| Total fiduciary and related assets | $113,463,000,000 | 18 |
| Managed Assets ($) | $50,626,000,000 | 15 |
| Non-managed Assets ($) | $62,837,000,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,000,000 | 21 |
| 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 | $28,871,000 | 24 |
| Number of Managed Accounts | $18,247,000 | 18 |
| Number of Non-Managed Accounts | $10,624,000 | 20 |
| Total fiduciary and related assets | $108,962,000,000 | 19 |
| Managed Assets ($) | $49,069,000,000 | 15 |
| Non-managed Assets ($) | $59,893,000,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $253,000,000 | 20 |
| 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 | $28,848,000 | 25 |
| Number of Managed Accounts | $18,210,000 | 18 |
| Number of Non-Managed Accounts | $10,638,000 | 20 |
| Total fiduciary and related assets | $103,808,000,000 | 19 |
| Managed Assets ($) | $46,113,000,000 | 15 |
| Non-managed Assets ($) | $57,695,000,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $187,000,000 | 20 |
| 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 | $29,176,000 | 24 |
| Number of Managed Accounts | $18,482,000 | 17 |
| Number of Non-Managed Accounts | $10,694,000 | 20 |
| Total fiduciary and related assets | $97,958,000,000 | 19 |
| Managed Assets ($) | $44,080,000,000 | 15 |
| Non-managed Assets ($) | $53,878,000,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $124,000,000 | 19 |
| 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 | $29,482,000 | 24 |
| Number of Managed Accounts | $18,614,000 | 17 |
| Number of Non-Managed Accounts | $10,868,000 | 20 |
| Total fiduciary and related assets | $96,420,000,000 | 19 |
| Managed Assets ($) | $43,683,000,000 | 15 |
| Non-managed Assets ($) | $52,737,000,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,000,000 | 19 |
| 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 | $29,286,000 | 25 |
| Number of Managed Accounts | $18,522,000 | 17 |
| Number of Non-Managed Accounts | $10,764,000 | 20 |
| Total fiduciary and related assets | $99,562,000,000 | 19 |
| Managed Assets ($) | $47,392,000,000 | 15 |
| Non-managed Assets ($) | $52,170,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $243,000,000 | 19 |
| 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 | $29,178,000 | 23 |
| Number of Managed Accounts | $18,507,000 | 17 |
| Number of Non-Managed Accounts | $10,671,000 | 20 |
| Total fiduciary and related assets | $93,834,000,000 | 19 |
| Managed Assets ($) | $45,366,000,000 | 15 |
| Non-managed Assets ($) | $48,468,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $179,000,000 | 20 |
| 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 | $29,170,000 | 23 |
| Number of Managed Accounts | $18,518,000 | 17 |
| Number of Non-Managed Accounts | $10,652,000 | 20 |
| Total fiduciary and related assets | $65,877,000,000 | 22 |
| Managed Assets ($) | $33,875,000,000 | 17 |
| Non-managed Assets ($) | $32,002,000,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $116,000,000 | 20 |
| 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 | $29,234,000 | 23 |
| Number of Managed Accounts | $18,515,000 | 17 |
| Number of Non-Managed Accounts | $10,719,000 | 20 |
| Total fiduciary and related assets | $65,551,000,000 | 21 |
| Managed Assets ($) | $33,067,000,000 | 17 |
| Non-managed Assets ($) | $32,484,000,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,000,000 | 20 |
| 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 | $29,277,000 | 23 |
| Number of Managed Accounts | $18,625,000 | 18 |
| Number of Non-Managed Accounts | $10,652,000 | 19 |
| Total fiduciary and related assets | $63,525,602,000 | 20 |
| Managed Assets ($) | $31,262,327,000 | 17 |
| Non-managed Assets ($) | $32,263,275,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $235,339,000 | 20 |
| 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 | $33,265,000 | 21 |
| Number of Managed Accounts | $19,279,000 | 17 |
| Number of Non-Managed Accounts | $13,986,000 | 18 |
| Total fiduciary and related assets | $67,238,948,000 | 20 |
| Managed Assets ($) | $33,348,126,000 | 16 |
| Non-managed Assets ($) | $33,890,822,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $175,038,000 | 21 |
| 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 | $33,602,000 | 19 |
| Number of Managed Accounts | $19,119,000 | 17 |
| Number of Non-Managed Accounts | $14,483,000 | 17 |
| Total fiduciary and related assets | $67,216,927,000 | 20 |
| Managed Assets ($) | $32,384,464,000 | 16 |
| Non-managed Assets ($) | $34,832,463,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $115,952,000 | 22 |
| 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 | $33,338,000 | 20 |
| Number of Managed Accounts | $18,924,000 | 17 |
| Number of Non-Managed Accounts | $14,414,000 | 18 |
| Total fiduciary and related assets | $69,367,405,000 | 20 |
| Managed Assets ($) | $32,603,044,000 | 16 |
| Non-managed Assets ($) | $36,764,361,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,711,000 | 21 |
| 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 | $33,296,000 | 20 |
| Number of Managed Accounts | $18,761,000 | 17 |
| Number of Non-Managed Accounts | $14,535,000 | 18 |
| Total fiduciary and related assets | $71,408,959,000 | 19 |
| Managed Assets ($) | $33,245,164,000 | 17 |
| Non-managed Assets ($) | $38,163,795,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $229,984,000 | 20 |
| 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 | $29,753,000 | 22 |
| Number of Managed Accounts | $18,028,000 | 18 |
| Number of Non-Managed Accounts | $11,725,000 | 18 |
| Total fiduciary and related assets | $67,463,377,000 | 19 |
| Managed Assets ($) | $31,543,875,000 | 17 |
| Non-managed Assets ($) | $35,919,502,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,946,000 | 20 |
| 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 | $29,690,000 | 22 |
| Number of Managed Accounts | $17,873,000 | 16 |
| Number of Non-Managed Accounts | $11,817,000 | 18 |
| Total fiduciary and related assets | $66,951,480,000 | 19 |
| Managed Assets ($) | $30,733,422,000 | 17 |
| Non-managed Assets ($) | $36,218,058,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,708,000 | 21 |
| 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 | $29,687,000 | 22 |
| Number of Managed Accounts | $17,970,000 | 16 |
| Number of Non-Managed Accounts | $11,717,000 | 18 |
| Total fiduciary and related assets | $67,731,454,000 | 19 |
| Managed Assets ($) | $29,675,723,000 | 18 |
| Non-managed Assets ($) | $38,055,731,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,281,000 | 20 |
| 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 | $29,860,000 | 22 |
| Number of Managed Accounts | $17,934,000 | 16 |
| Number of Non-Managed Accounts | $11,926,000 | 18 |
| Total fiduciary and related assets | $69,333,146,000 | 18 |
| Managed Assets ($) | $28,523,852,000 | 18 |
| Non-managed Assets ($) | $40,809,294,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,561,000 | 20 |
| 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 | $29,469,000 | 22 |
| Number of Managed Accounts | $17,803,000 | 16 |
| Number of Non-Managed Accounts | $11,666,000 | 17 |
| Total fiduciary and related assets | $69,146,926,000 | 17 |
| Managed Assets ($) | $28,578,553,000 | 19 |
| Non-managed Assets ($) | $40,568,373,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,287,000 | 20 |
| 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 | $29,490,000 | 21 |
| Number of Managed Accounts | $17,813,000 | 16 |
| Number of Non-Managed Accounts | $11,677,000 | 17 |
| Total fiduciary and related assets | $69,009,372,000 | 17 |
| Managed Assets ($) | $28,668,365,000 | 18 |
| Non-managed Assets ($) | $40,341,007,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,200,000 | 21 |
| 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 | $29,403,000 | 22 |
| Number of Managed Accounts | $17,757,000 | 16 |
| Number of Non-Managed Accounts | $11,646,000 | 17 |
| Total fiduciary and related assets | $67,446,517,000 | 17 |
| Managed Assets ($) | $27,633,657,000 | 19 |
| Non-managed Assets ($) | $39,812,860,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,138,000 | 21 |
| 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 | $29,106,000 | 21 |
| Number of Managed Accounts | $17,789,000 | 17 |
| Number of Non-Managed Accounts | $11,317,000 | 16 |
| Total fiduciary and related assets | $67,029,631,000 | 17 |
| Managed Assets ($) | $27,605,760,000 | 19 |
| Non-managed Assets ($) | $39,423,871,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $190,712,000 | 22 |
| 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 | $28,570,000 | 21 |
| Number of Managed Accounts | $17,759,000 | 17 |
| Number of Non-Managed Accounts | $10,811,000 | 16 |
| Total fiduciary and related assets | $65,697,438,000 | 17 |
| Managed Assets ($) | $26,607,323,000 | 19 |
| Non-managed Assets ($) | $39,090,115,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $142,204,000 | 23 |
| 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 | $28,252,000 | 21 |
| Number of Managed Accounts | $17,732,000 | 18 |
| Number of Non-Managed Accounts | $10,520,000 | 16 |
| Total fiduciary and related assets | $65,151,440,000 | 17 |
| Managed Assets ($) | $26,945,197,000 | 18 |
| Non-managed Assets ($) | $38,206,243,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,681,000 | 23 |
| 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 | $28,112,000 | 21 |
| Number of Managed Accounts | $17,574,000 | 17 |
| Number of Non-Managed Accounts | $10,538,000 | 17 |
| Total fiduciary and related assets | $63,709,342,000 | 18 |
| Managed Assets ($) | $26,987,282,000 | 19 |
| Non-managed Assets ($) | $36,722,060,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,161,000 | 23 |
| 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 | $28,094,000 | 22 |
| Number of Managed Accounts | $17,549,000 | 16 |
| Number of Non-Managed Accounts | $10,545,000 | 18 |
| Total fiduciary and related assets | $61,297,474,000 | 19 |
| Managed Assets ($) | $26,863,128,000 | 19 |
| Non-managed Assets ($) | $34,434,346,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $181,491,000 | 23 |
| 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 | $28,107,000 | 23 |
| Number of Managed Accounts | $17,496,000 | 16 |
| Number of Non-Managed Accounts | $10,611,000 | 18 |
| Total fiduciary and related assets | $60,223,464,000 | 19 |
| Managed Assets ($) | $26,435,613,000 | 18 |
| Non-managed Assets ($) | $33,787,851,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $135,696,000 | 23 |
| 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 | $28,135,000 | 24 |
| Number of Managed Accounts | $17,538,000 | 16 |
| Number of Non-Managed Accounts | $10,597,000 | 18 |
| Total fiduciary and related assets | $58,767,182,000 | 20 |
| Managed Assets ($) | $26,475,144,000 | 18 |
| Non-managed Assets ($) | $32,292,038,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,371,000 | 23 |
| 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 | $28,086,000 | 25 |
| Number of Managed Accounts | $17,486,000 | 16 |
| Number of Non-Managed Accounts | $10,600,000 | 19 |
| Total fiduciary and related assets | $58,141,650,000 | 21 |
| Managed Assets ($) | $25,860,141,000 | 19 |
| Non-managed Assets ($) | $32,281,509,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,425,000 | 24 |
| 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 | $28,251,000 | 22 |
| Number of Managed Accounts | $17,543,000 | 16 |
| Number of Non-Managed Accounts | $10,708,000 | 18 |
| Total fiduciary and related assets | $57,588,323,000 | 21 |
| Managed Assets ($) | $25,538,374,000 | 19 |
| Non-managed Assets ($) | $32,049,949,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $185,652,000 | 24 |
| 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 | $28,365,000 | 23 |
| Number of Managed Accounts | $17,666,000 | 17 |
| Number of Non-Managed Accounts | $10,699,000 | 18 |
| Total fiduciary and related assets | $58,040,399,000 | 22 |
| Managed Assets ($) | $27,467,192,000 | 20 |
| Non-managed Assets ($) | $30,573,207,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $139,399,000 | 23 |
| 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 | $28,414,000 | 23 |
| Number of Managed Accounts | $17,726,000 | 16 |
| Number of Non-Managed Accounts | $10,688,000 | 19 |
| Total fiduciary and related assets | $57,461,312,000 | 22 |
| Managed Assets ($) | $27,235,937,000 | 18 |
| Non-managed Assets ($) | $30,225,375,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,312,000 | 23 |
| 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 | $28,547,000 | 23 |
| Number of Managed Accounts | $17,866,000 | 16 |
| Number of Non-Managed Accounts | $10,681,000 | 19 |
| Total fiduciary and related assets | $59,383,362,000 | 20 |
| Managed Assets ($) | $27,502,932,000 | 19 |
| Non-managed Assets ($) | $31,880,430,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,713,000 | 23 |
| 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 | $28,590,000 | 22 |
| Number of Managed Accounts | $18,086,000 | 15 |
| Number of Non-Managed Accounts | $10,504,000 | 20 |
| Total fiduciary and related assets | $57,433,098,000 | 20 |
| Managed Assets ($) | $27,182,460,000 | 18 |
| Non-managed Assets ($) | $30,250,638,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $182,614,000 | 22 |
| 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 | $28,586,000 | 22 |
| Number of Managed Accounts | $18,095,000 | 15 |
| Number of Non-Managed Accounts | $10,491,000 | 19 |
| Total fiduciary and related assets | $56,093,199,000 | 21 |
| Managed Assets ($) | $26,059,358,000 | 19 |
| Non-managed Assets ($) | $30,033,841,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,780,000 | 22 |
| 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 | $28,936,000 | 22 |
| Number of Managed Accounts | $18,609,000 | 14 |
| Number of Non-Managed Accounts | $10,327,000 | 19 |
| Total fiduciary and related assets | $55,796,333,000 | 19 |
| Managed Assets ($) | $26,201,491,000 | 17 |
| Non-managed Assets ($) | $29,594,842,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,234,000 | 21 |
| 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 | $29,187,000 | 21 |
| Number of Managed Accounts | $18,797,000 | 14 |
| Number of Non-Managed Accounts | $10,390,000 | 18 |
| Total fiduciary and related assets | $56,307,500,000 | 18 |
| Managed Assets ($) | $26,793,603,000 | 18 |
| Non-managed Assets ($) | $29,513,897,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,377,000 | 21 |
| 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 | $29,396,000 | 20 |
| Number of Managed Accounts | $18,919,000 | 13 |
| Number of Non-Managed Accounts | $10,477,000 | 19 |
| Total fiduciary and related assets | $53,987,567,000 | 19 |
| Managed Assets ($) | $25,885,550,000 | 17 |
| Non-managed Assets ($) | $28,102,017,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $185,057,000 | 17 |
| 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 | $29,654,000 | 21 |
| Number of Managed Accounts | $19,157,000 | 15 |
| Number of Non-Managed Accounts | $10,497,000 | 18 |
| Total fiduciary and related assets | $53,916,554,000 | 20 |
| Managed Assets ($) | $25,162,308,000 | 18 |
| Non-managed Assets ($) | $28,754,246,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $139,575,000 | 18 |
| 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 | $29,913,000 | 19 |
| Number of Managed Accounts | $19,438,000 | 14 |
| Number of Non-Managed Accounts | $10,475,000 | 18 |
| Total fiduciary and related assets | $56,758,129,000 | 19 |
| Managed Assets ($) | $26,913,462,000 | 17 |
| Non-managed Assets ($) | $29,844,667,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,272,000 | 19 |
| 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 | $30,134,000 | 18 |
| Number of Managed Accounts | $20,426,000 | 13 |
| Number of Non-Managed Accounts | $9,708,000 | 18 |
| Total fiduciary and related assets | $57,445,327,000 | 19 |
| Managed Assets ($) | $28,558,295,000 | 17 |
| Non-managed Assets ($) | $28,887,032,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,997,000 | 19 |
| 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 | $30,300,000 | 19 |
| Number of Managed Accounts | $20,576,000 | 12 |
| Number of Non-Managed Accounts | $9,724,000 | 20 |
| Total fiduciary and related assets | $55,955,199,000 | 20 |
| Managed Assets ($) | $27,595,597,000 | 17 |
| Non-managed Assets ($) | $28,359,602,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,320,000 | 19 |
| 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 | $29,793,000 | 18 |
| Number of Managed Accounts | $20,611,000 | 11 |
| Number of Non-Managed Accounts | $9,182,000 | 19 |
| Total fiduciary and related assets | $52,927,646,000 | 22 |
| Managed Assets ($) | $26,116,607,000 | 17 |
| Non-managed Assets ($) | $26,811,039,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,539,000 | 19 |
| 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 | $30,264,000 | 18 |
| Number of Managed Accounts | $20,748,000 | 11 |
| Number of Non-Managed Accounts | $9,516,000 | 20 |
| Total fiduciary and related assets | $50,959,195,000 | 23 |
| Managed Assets ($) | $25,078,927,000 | 17 |
| Non-managed Assets ($) | $25,880,268,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,032,000 | 19 |
| 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 | $31,016,000 | 17 |
| Number of Managed Accounts | $20,935,000 | 11 |
| Number of Non-Managed Accounts | $10,081,000 | 20 |
| Total fiduciary and related assets | $52,766,959,000 | 22 |
| Managed Assets ($) | $26,038,735,000 | 17 |
| Non-managed Assets ($) | $26,728,224,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,689,000 | 19 |
| 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 | $31,687,000 | 18 |
| Number of Managed Accounts | $21,272,000 | 11 |
| Number of Non-Managed Accounts | $10,415,000 | 20 |
| Total fiduciary and related assets | $51,190,309,000 | 23 |
| Managed Assets ($) | $25,781,073,000 | 18 |
| Non-managed Assets ($) | $25,409,236,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $176,186,000 | 20 |
| 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 | $32,106,000 | 20 |
| Number of Managed Accounts | $21,592,000 | 16 |
| Number of Non-Managed Accounts | $10,514,000 | 21 |
| Total fiduciary and related assets | $50,410,802,000 | 23 |
| Managed Assets ($) | $26,019,426,000 | 20 |
| Non-managed Assets ($) | $24,391,376,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,609,000 | 21 |
| 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 | $32,707,000 | 20 |
| Number of Managed Accounts | $21,965,000 | 15 |
| Number of Non-Managed Accounts | $10,742,000 | 21 |
| Total fiduciary and related assets | $48,343,821,000 | 23 |
| Managed Assets ($) | $24,357,866,000 | 21 |
| Non-managed Assets ($) | $23,985,955,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,402,000 | 21 |
| 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 | $33,299,000 | 20 |
| Number of Managed Accounts | $22,358,000 | 16 |
| Number of Non-Managed Accounts | $10,941,000 | 20 |
| Total fiduciary and related assets | $45,007,014,000 | 24 |
| Managed Assets ($) | $23,184,847,000 | 21 |
| Non-managed Assets ($) | $21,822,167,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,525,000 | 22 |
| 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 | $36,817,000 | 21 |
| Number of Managed Accounts | $22,657,000 | 16 |
| Number of Non-Managed Accounts | $14,160,000 | 19 |
| Total fiduciary and related assets | $46,756,079,000 | 24 |
| Managed Assets ($) | $24,624,526,000 | 21 |
| Non-managed Assets ($) | $22,131,553,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $206,876,000 | 19 |
| 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 | $38,119,000 | 17 |
| Number of Managed Accounts | $23,009,000 | 14 |
| Number of Non-Managed Accounts | $15,110,000 | 19 |
| Total fiduciary and related assets | $53,366,329,000 | 23 |
| Managed Assets ($) | $26,904,617,000 | 20 |
| Non-managed Assets ($) | $26,461,712,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $161,884,000 | 21 |
| 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 | $38,262,000 | 18 |
| Number of Managed Accounts | $23,442,000 | 13 |
| Number of Non-Managed Accounts | $14,820,000 | 20 |
| Total fiduciary and related assets | $56,120,290,000 | 25 |
| Managed Assets ($) | $27,810,034,000 | 21 |
| Non-managed Assets ($) | $28,310,256,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $101,622,000 | 22 |
| 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 | $39,096,000 | 17 |
| Number of Managed Accounts | $23,783,000 | 13 |
| Number of Non-Managed Accounts | $15,313,000 | 19 |
| Total fiduciary and related assets | $59,412,883,000 | 24 |
| Managed Assets ($) | $28,327,815,000 | 20 |
| Non-managed Assets ($) | $31,085,068,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,529,000 | 21 |
| 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 | $38,723,000 | 17 |
| Number of Managed Accounts | $23,877,000 | 14 |
| Number of Non-Managed Accounts | $14,846,000 | 19 |
| Total fiduciary and related assets | $60,617,988,000 | 24 |
| Managed Assets ($) | $29,179,102,000 | 21 |
| Non-managed Assets ($) | $31,438,886,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,680,000 | 21 |
| 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 | $38,593,000 | 17 |
| Number of Managed Accounts | $23,629,000 | 13 |
| Number of Non-Managed Accounts | $14,964,000 | 19 |
| Total fiduciary and related assets | $58,609,864,000 | 25 |
| Managed Assets ($) | $30,184,983,000 | 21 |
| Non-managed Assets ($) | $28,424,881,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,482,000 | 21 |
| 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 | $47,359,000 | 14 |
| Number of Managed Accounts | $23,954,000 | 12 |
| Number of Non-Managed Accounts | $23,405,000 | 13 |
| Total fiduciary and related assets | $53,533,551,000 | 26 |
| Managed Assets ($) | $29,541,087,000 | 21 |
| Non-managed Assets ($) | $23,992,464,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,163,000 | 23 |
| 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 | $47,347,000 | 15 |
| Number of Managed Accounts | $24,021,000 | 13 |
| Number of Non-Managed Accounts | $23,326,000 | 13 |
| Total fiduciary and related assets | $53,306,801,000 | 26 |
| Managed Assets ($) | $29,116,768,000 | 23 |
| Non-managed Assets ($) | $24,190,033,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,665,000 | 24 |
| 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 | $47,122,000 | 15 |
| Number of Managed Accounts | $24,117,000 | 12 |
| Number of Non-Managed Accounts | $23,005,000 | 13 |
| Total fiduciary and related assets | $49,944,707,000 | 26 |
| Managed Assets ($) | $29,104,897,000 | 23 |
| Non-managed Assets ($) | $20,839,810,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $127,027,000 | 30 |
| 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 | $32,803,000 | 22 |
| Number of Managed Accounts | $12,797,000 | 20 |
| Number of Non-Managed Accounts | $20,006,000 | 14 |
| Total fiduciary and related assets | $26,332,549,000 | 36 |
| Managed Assets ($) | $13,253,552,000 | 34 |
| Non-managed Assets ($) | $13,078,997,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,154,000 | 31 |
| 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 | $33,228,000 | 20 |
| Number of Managed Accounts | $11,964,000 | 21 |
| Number of Non-Managed Accounts | $21,264,000 | 14 |
| Total fiduciary and related assets | $23,848,244,000 | 36 |
| Managed Assets ($) | $11,143,760,000 | 36 |
| Non-managed Assets ($) | $12,704,484,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,020,000 | 31 |
| 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 | $25,811,000 | 22 |
| Number of Managed Accounts | $12,387,000 | 20 |
| Number of Non-Managed Accounts | $13,424,000 | 19 |
| Total fiduciary and related assets | $22,160,758,000 | 39 |
| Managed Assets ($) | $11,293,452,000 | 35 |
| Non-managed Assets ($) | $10,867,306,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,277,000 | 32 |
| 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 | $24,257,000 | 25 |
| Number of Managed Accounts | $12,377,000 | 25 |
| Number of Non-Managed Accounts | $11,880,000 | 22 |
| Total fiduciary and related assets | $21,313,856,000 | 39 |
| Managed Assets ($) | $11,031,379,000 | 36 |
| Non-managed Assets ($) | $10,282,477,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,882,000 | 38 |
| 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 | $24,192,000 | 22 |
| Number of Managed Accounts | $12,490,000 | 22 |
| Number of Non-Managed Accounts | $11,702,000 | 22 |
| Total fiduciary and related assets | $21,319,322,000 | 39 |
| Managed Assets ($) | $11,070,113,000 | 37 |
| Non-managed Assets ($) | $10,249,209,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,875,000 | 40 |
| 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 | $21,344,000 | 26 |
| Number of Managed Accounts | $11,163,000 | 23 |
| Number of Non-Managed Accounts | $10,181,000 | 27 |
| Total fiduciary and related assets | $18,898,574,000 | 42 |
| Managed Assets ($) | $9,971,306,000 | 37 |
| Non-managed Assets ($) | $8,927,268,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,521,000 | 41 |
| 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 | $14,543,000 | 38 |
| Number of Managed Accounts | $7,157,000 | 32 |
| Number of Non-Managed Accounts | $7,386,000 | 29 |
| Total fiduciary and related assets | $12,138,177,000 | 54 |
| Managed Assets ($) | $7,308,113,000 | 49 |
| Non-managed Assets ($) | $4,830,064,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,211,000 | 43 |
| 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 | $14,461,000 | 40 |
| Number of Managed Accounts | $7,210,000 | 34 |
| Number of Non-Managed Accounts | $7,251,000 | 32 |
| Total fiduciary and related assets | $13,311,388,000 | 53 |
| Managed Assets ($) | $7,220,757,000 | 50 |
| Non-managed Assets ($) | $6,090,631,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $67,318,000 | 41 |
| 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 | $14,346,000 | 38 |
| Number of Managed Accounts | $7,238,000 | 32 |
| Number of Non-Managed Accounts | $7,108,000 | 29 |
| Total fiduciary and related assets | $12,618,673,000 | 53 |
| Managed Assets ($) | $7,159,936,000 | 48 |
| Non-managed Assets ($) | $5,458,737,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,662,000 | 41 |
| 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 | $14,241,000 | 37 |
| Number of Managed Accounts | $7,370,000 | 32 |
| Number of Non-Managed Accounts | $6,871,000 | 30 |
| Total fiduciary and related assets | $12,090,469,000 | 57 |
| Managed Assets ($) | $6,989,607,000 | 50 |
| Non-managed Assets ($) | $5,100,862,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,798,000 | 43 |
| 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 | $14,381,000 | 35 |
| Number of Managed Accounts | $7,384,000 | 31 |
| Number of Non-Managed Accounts | $6,997,000 | 30 |
| Total fiduciary and related assets | $10,817,483,000 | 60 |
| Managed Assets ($) | $5,688,085,000 | 58 |
| Non-managed Assets ($) | $5,129,398,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,992,000 | 44 |
| 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 | $14,723,000 | 37 |
| Number of Managed Accounts | $7,445,000 | 34 |
| Number of Non-Managed Accounts | $7,278,000 | 32 |
| Total fiduciary and related assets | $10,767,622,000 | 63 |
| Managed Assets ($) | $5,696,932,000 | 59 |
| Non-managed Assets ($) | $5,070,690,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,234,000 | 47 |
| 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 | $14,938,000 | 35 |
| Number of Managed Accounts | $7,524,000 | 31 |
| Number of Non-Managed Accounts | $7,414,000 | 29 |
| Total fiduciary and related assets | $10,544,902,000 | 63 |
| Managed Assets ($) | $5,507,195,000 | 60 |
| Non-managed Assets ($) | $5,037,707,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,293,000 | 47 |
| 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 | $15,182,000 | 37 |
| Number of Managed Accounts | $7,700,000 | 30 |
| Number of Non-Managed Accounts | $7,482,000 | 33 |
| Total fiduciary and related assets | $11,114,335,000 | 64 |
| Managed Assets ($) | $6,030,226,000 | 58 |
| Non-managed Assets ($) | $5,084,109,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,779,000 | 46 |
| 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 | $15,264,000 | 34 |
| Number of Managed Accounts | $7,704,000 | 28 |
| Number of Non-Managed Accounts | $7,560,000 | 31 |
| Total fiduciary and related assets | $10,624,032,000 | 63 |
| Managed Assets ($) | $5,871,706,000 | 54 |
| Non-managed Assets ($) | $4,752,326,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,056,000 | 47 |
| 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 | $15,395,000 | 34 |
| Number of Managed Accounts | $7,773,000 | 30 |
| Number of Non-Managed Accounts | $7,622,000 | 31 |
| Total fiduciary and related assets | $11,599,570,000 | 60 |
| Managed Assets ($) | $5,953,116,000 | 54 |
| Non-managed Assets ($) | $5,646,454,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,104,000 | 45 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $16,043,000 | 29 |
| Number of Managed Accounts | $8,183,000 | 28 |
| Number of Non-Managed Accounts | $7,860,000 | 24 |
| Total fiduciary and related assets | $14,511,993,000 | 49 |
| Managed Assets ($) | $8,519,934,000 | 43 |
| Non-managed Assets ($) | $5,992,059,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,069,000 | 51 |
| 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 | $58,054,000 | 46 |
| 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 | $53,906,000 | 49 |
| 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 | $55,413,000 | 52 |
| 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 | $26,411,000 | 82 |
| 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 | $21,706,000 | 94 |
| 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 | $21,005,000 | 96 |
| 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 | $19,350,000 | 102 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $18,219,000 | 101 |
| 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 | $16,801,000 | 106 |