Home > Synovus Bank > Fiduciary and Related Services
Synovus Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,778,000 | 63 |
| Number of Managed Accounts | $5,006,000 | 50 |
| Number of Non-Managed Accounts | $772,000 | 74 |
| Total fiduciary and related assets | $17,848,925,000 | 55 |
| Managed Assets ($) | $14,672,867,000 | 38 |
| Non-managed Assets ($) | $3,176,058,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,378,000 | 54 |
| 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 | $9,783,000 | 39 |
| Number of Managed Accounts | $9,023,000 | 29 |
| Number of Non-Managed Accounts | $760,000 | 70 |
| Total fiduciary and related assets | $19,399,470,000 | 54 |
| Managed Assets ($) | $16,257,860,000 | 35 |
| Non-managed Assets ($) | $3,141,610,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,254,000 | 54 |
| 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 | $9,838,000 | 39 |
| Number of Managed Accounts | $9,095,000 | 28 |
| Number of Non-Managed Accounts | $743,000 | 73 |
| Total fiduciary and related assets | $19,641,454,000 | 52 |
| Managed Assets ($) | $16,565,675,000 | 34 |
| Non-managed Assets ($) | $3,075,779,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,988,000 | 53 |
| 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 | $9,927,000 | 42 |
| Number of Managed Accounts | $9,191,000 | 28 |
| Number of Non-Managed Accounts | $736,000 | 74 |
| Total fiduciary and related assets | $19,651,765,000 | 58 |
| Managed Assets ($) | $16,348,571,000 | 36 |
| Non-managed Assets ($) | $3,303,194,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,922,000 | 54 |
| 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 | $9,929,000 | 42 |
| Number of Managed Accounts | $9,190,000 | 29 |
| Number of Non-Managed Accounts | $739,000 | 78 |
| Total fiduciary and related assets | $19,429,240,000 | 55 |
| Managed Assets ($) | $16,097,956,000 | 36 |
| Non-managed Assets ($) | $3,331,284,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $67,810,000 | 53 |
| 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 | $9,850,000 | 43 |
| Number of Managed Accounts | $9,142,000 | 30 |
| Number of Non-Managed Accounts | $708,000 | 73 |
| Total fiduciary and related assets | $18,443,632,000 | 55 |
| Managed Assets ($) | $15,352,191,000 | 35 |
| Non-managed Assets ($) | $3,091,441,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,363,000 | 54 |
| 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 | $9,810,000 | 39 |
| Number of Managed Accounts | $9,094,000 | 29 |
| Number of Non-Managed Accounts | $716,000 | 65 |
| Total fiduciary and related assets | $18,273,350,000 | 45 |
| Managed Assets ($) | $15,824,383,000 | 30 |
| Non-managed Assets ($) | $2,448,967,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,594,000 | 44 |
| 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 | $9,699,000 | 39 |
| Number of Managed Accounts | $8,982,000 | 29 |
| Number of Non-Managed Accounts | $717,000 | 62 |
| Total fiduciary and related assets | $19,910,484,000 | 44 |
| Managed Assets ($) | $17,262,633,000 | 30 |
| Non-managed Assets ($) | $2,647,851,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,352,000 | 45 |
| 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 | $9,529,000 | 38 |
| Number of Managed Accounts | $8,825,000 | 28 |
| Number of Non-Managed Accounts | $704,000 | 65 |
| Total fiduciary and related assets | $20,549,454,000 | 43 |
| Managed Assets ($) | $17,771,768,000 | 30 |
| Non-managed Assets ($) | $2,777,686,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,984,000 | 44 |
| 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 | $9,211,000 | 38 |
| Number of Managed Accounts | $8,540,000 | 29 |
| Number of Non-Managed Accounts | $671,000 | 65 |
| Total fiduciary and related assets | $19,697,099,000 | 44 |
| Managed Assets ($) | $17,317,009,000 | 30 |
| Non-managed Assets ($) | $2,380,090,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,187,000 | 46 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,954,000 | 40 |
| Number of Managed Accounts | $8,295,000 | 30 |
| Number of Non-Managed Accounts | $659,000 | 68 |
| Total fiduciary and related assets | $19,999,587,000 | 44 |
| Managed Assets ($) | $17,579,877,000 | 30 |
| Non-managed Assets ($) | $2,419,710,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,320,000 | 47 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,716,000 | 40 |
| Number of Managed Accounts | $8,072,000 | 30 |
| Number of Non-Managed Accounts | $644,000 | 68 |
| Total fiduciary and related assets | $19,452,593,000 | 44 |
| Managed Assets ($) | $17,038,057,000 | 31 |
| Non-managed Assets ($) | $2,414,536,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,306,000 | 48 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,471,000 | 41 |
| Number of Managed Accounts | $7,818,000 | 31 |
| Number of Non-Managed Accounts | $653,000 | 76 |
| Total fiduciary and related assets | $19,380,429,000 | 45 |
| Managed Assets ($) | $16,952,771,000 | 31 |
| Non-managed Assets ($) | $2,427,658,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,365,000 | 48 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,231,000 | 41 |
| Number of Managed Accounts | $7,620,000 | 31 |
| Number of Non-Managed Accounts | $611,000 | 72 |
| Total fiduciary and related assets | $16,590,493,000 | 46 |
| Managed Assets ($) | $14,609,188,000 | 32 |
| Non-managed Assets ($) | $1,981,305,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,536,000 | 48 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,065,000 | 42 |
| Number of Managed Accounts | $7,462,000 | 32 |
| Number of Non-Managed Accounts | $603,000 | 73 |
| Total fiduciary and related assets | $15,607,817,000 | 47 |
| Managed Assets ($) | $13,873,126,000 | 31 |
| Non-managed Assets ($) | $1,734,691,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,033,000 | 48 |
| 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 | $7,961,000 | 42 |
| Number of Managed Accounts | $7,354,000 | 32 |
| Number of Non-Managed Accounts | $607,000 | 70 |
| Total fiduciary and related assets | $14,420,425,000 | 47 |
| Managed Assets ($) | $12,806,154,000 | 31 |
| Non-managed Assets ($) | $1,614,271,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,247,000 | 47 |
| 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 | $7,789,000 | 43 |
| Number of Managed Accounts | $7,182,000 | 33 |
| Number of Non-Managed Accounts | $607,000 | 79 |
| Total fiduciary and related assets | $16,153,558,000 | 46 |
| Managed Assets ($) | $14,345,895,000 | 31 |
| Non-managed Assets ($) | $1,807,663,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,562,000 | 47 |
| 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 | $7,574,000 | 44 |
| Number of Managed Accounts | $7,010,000 | 34 |
| Number of Non-Managed Accounts | $564,000 | 79 |
| Total fiduciary and related assets | $15,418,416,000 | 50 |
| Managed Assets ($) | $13,700,086,000 | 33 |
| Non-managed Assets ($) | $1,718,330,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,185,000 | 48 |
| 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 | $7,520,000 | 44 |
| Number of Managed Accounts | $6,946,000 | 34 |
| Number of Non-Managed Accounts | $574,000 | 82 |
| Total fiduciary and related assets | $15,042,214,000 | 49 |
| Managed Assets ($) | $13,451,912,000 | 32 |
| Non-managed Assets ($) | $1,590,302,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,525,000 | 48 |
| 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 | $7,491,000 | 44 |
| Number of Managed Accounts | $6,934,000 | 35 |
| Number of Non-Managed Accounts | $557,000 | 83 |
| Total fiduciary and related assets | $14,341,669,000 | 50 |
| Managed Assets ($) | $12,718,056,000 | 33 |
| Non-managed Assets ($) | $1,623,613,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,067,000 | 50 |
| 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 | $7,507,000 | 43 |
| Number of Managed Accounts | $6,934,000 | 34 |
| Number of Non-Managed Accounts | $573,000 | 91 |
| Total fiduciary and related assets | $13,783,578,000 | 49 |
| Managed Assets ($) | $12,080,308,000 | 32 |
| Non-managed Assets ($) | $1,703,270,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,873,000 | 49 |
| 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 | $7,426,000 | 43 |
| Number of Managed Accounts | $6,883,000 | 34 |
| Number of Non-Managed Accounts | $543,000 | 86 |
| Total fiduciary and related assets | $14,528,751,000 | 49 |
| Managed Assets ($) | $12,871,042,000 | 33 |
| Non-managed Assets ($) | $1,657,709,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,803,000 | 50 |
| 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 | $7,360,000 | 43 |
| Number of Managed Accounts | $6,828,000 | 35 |
| Number of Non-Managed Accounts | $532,000 | 85 |
| Total fiduciary and related assets | $14,177,261,000 | 48 |
| Managed Assets ($) | $12,415,340,000 | 33 |
| Non-managed Assets ($) | $1,761,921,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,940,000 | 50 |
| 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 | $7,346,000 | 45 |
| Number of Managed Accounts | $6,787,000 | 35 |
| Number of Non-Managed Accounts | $559,000 | 85 |
| Total fiduciary and related assets | $14,120,068,000 | 49 |
| Managed Assets ($) | $12,364,871,000 | 33 |
| Non-managed Assets ($) | $1,755,197,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,784,000 | 52 |
| 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 | $7,204,000 | 46 |
| Number of Managed Accounts | $6,643,000 | 36 |
| Number of Non-Managed Accounts | $561,000 | 91 |
| Total fiduciary and related assets | $14,060,690,000 | 50 |
| Managed Assets ($) | $12,215,278,000 | 34 |
| Non-managed Assets ($) | $1,845,412,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,120,000 | 52 |
| 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 | $6,995,000 | 45 |
| Number of Managed Accounts | $6,452,000 | 36 |
| Number of Non-Managed Accounts | $543,000 | 82 |
| Total fiduciary and related assets | $13,966,071,000 | 50 |
| Managed Assets ($) | $11,564,683,000 | 35 |
| Non-managed Assets ($) | $2,401,388,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,641,000 | 52 |
| 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 | $6,950,000 | 44 |
| Number of Managed Accounts | $6,408,000 | 34 |
| Number of Non-Managed Accounts | $542,000 | 82 |
| Total fiduciary and related assets | $13,504,013,000 | 50 |
| Managed Assets ($) | $11,086,761,000 | 35 |
| Non-managed Assets ($) | $2,417,252,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,570,000 | 51 |
| 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 | $6,828,000 | 45 |
| Number of Managed Accounts | $6,280,000 | 34 |
| Number of Non-Managed Accounts | $548,000 | 80 |
| Total fiduciary and related assets | $12,877,039,000 | 50 |
| Managed Assets ($) | $10,626,842,000 | 35 |
| Non-managed Assets ($) | $2,250,197,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,648,000 | 50 |
| 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 | $6,719,000 | 46 |
| Number of Managed Accounts | $6,172,000 | 34 |
| Number of Non-Managed Accounts | $547,000 | 92 |
| Total fiduciary and related assets | $12,296,634,000 | 50 |
| Managed Assets ($) | $10,032,114,000 | 35 |
| Non-managed Assets ($) | $2,264,520,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,985,000 | 51 |
| 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 | $6,637,000 | 45 |
| Number of Managed Accounts | $6,104,000 | 34 |
| Number of Non-Managed Accounts | $533,000 | 84 |
| Total fiduciary and related assets | $12,124,329,000 | 50 |
| Managed Assets ($) | $9,928,945,000 | 35 |
| Non-managed Assets ($) | $2,195,384,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,563,000 | 53 |
| 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 | $6,637,000 | 45 |
| Number of Managed Accounts | $6,115,000 | 34 |
| Number of Non-Managed Accounts | $522,000 | 85 |
| Total fiduciary and related assets | $12,168,686,000 | 51 |
| Managed Assets ($) | $9,996,655,000 | 36 |
| Non-managed Assets ($) | $2,172,031,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,169,000 | 54 |
| 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 | $6,568,000 | 45 |
| Number of Managed Accounts | $6,055,000 | 34 |
| Number of Non-Managed Accounts | $513,000 | 89 |
| Total fiduciary and related assets | $12,056,590,000 | 49 |
| Managed Assets ($) | $9,916,948,000 | 36 |
| Non-managed Assets ($) | $2,139,642,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,954,000 | 54 |
| 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 | $6,505,000 | 44 |
| Number of Managed Accounts | $6,001,000 | 33 |
| Number of Non-Managed Accounts | $504,000 | 98 |
| Total fiduciary and related assets | $12,000,837,000 | 51 |
| Managed Assets ($) | $9,752,216,000 | 35 |
| Non-managed Assets ($) | $2,248,621,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,436,000 | 54 |
| 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 | $6,187,000 | 44 |
| Number of Managed Accounts | $5,686,000 | 34 |
| Number of Non-Managed Accounts | $501,000 | 92 |
| Total fiduciary and related assets | $11,617,979,000 | 50 |
| Managed Assets ($) | $9,399,765,000 | 36 |
| Non-managed Assets ($) | $2,218,214,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,566,000 | 54 |
| 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 | $6,234,000 | 45 |
| Number of Managed Accounts | $5,716,000 | 36 |
| Number of Non-Managed Accounts | $518,000 | 89 |
| Total fiduciary and related assets | $11,949,122,000 | 51 |
| Managed Assets ($) | $9,435,331,000 | 37 |
| Non-managed Assets ($) | $2,513,791,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,567,000 | 54 |
| 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 | $6,129,000 | 48 |
| Number of Managed Accounts | $5,607,000 | 36 |
| Number of Non-Managed Accounts | $522,000 | 91 |
| Total fiduciary and related assets | $12,146,724,000 | 51 |
| Managed Assets ($) | $9,544,470,000 | 37 |
| Non-managed Assets ($) | $2,602,254,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,182,000 | 54 |
| 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 | $6,006,000 | 50 |
| Number of Managed Accounts | $5,490,000 | 36 |
| Number of Non-Managed Accounts | $516,000 | 103 |
| Total fiduciary and related assets | $12,086,373,000 | 49 |
| Managed Assets ($) | $9,368,963,000 | 36 |
| Non-managed Assets ($) | $2,717,410,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,802,000 | 54 |
| 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 | $5,930,000 | 48 |
| Number of Managed Accounts | $5,408,000 | 36 |
| Number of Non-Managed Accounts | $522,000 | 90 |
| Total fiduciary and related assets | $11,742,163,000 | 49 |
| Managed Assets ($) | $9,141,971,000 | 37 |
| Non-managed Assets ($) | $2,600,192,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,485,000 | 54 |
| 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 | $5,883,000 | 47 |
| Number of Managed Accounts | $5,403,000 | 35 |
| Number of Non-Managed Accounts | $480,000 | 95 |
| Total fiduciary and related assets | $11,100,508,000 | 52 |
| Managed Assets ($) | $9,188,459,000 | 36 |
| Non-managed Assets ($) | $1,912,049,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,657,000 | 54 |
| 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 | $5,884,000 | 49 |
| Number of Managed Accounts | $5,401,000 | 35 |
| Number of Non-Managed Accounts | $483,000 | 98 |
| Total fiduciary and related assets | $10,532,750,000 | 52 |
| Managed Assets ($) | $8,777,835,000 | 37 |
| Non-managed Assets ($) | $1,754,915,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,689,000 | 55 |
| 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 | $5,919,000 | 49 |
| Number of Managed Accounts | $5,427,000 | 34 |
| Number of Non-Managed Accounts | $492,000 | 110 |
| Total fiduciary and related assets | $10,559,597,000 | 52 |
| Managed Assets ($) | $8,832,510,000 | 37 |
| Non-managed Assets ($) | $1,727,087,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,511,000 | 50 |
| 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 | $4,798,000 | 54 |
| Number of Managed Accounts | $4,307,000 | 41 |
| Number of Non-Managed Accounts | $491,000 | 96 |
| Total fiduciary and related assets | $9,392,715,000 | 54 |
| Managed Assets ($) | $7,660,216,000 | 39 |
| Non-managed Assets ($) | $1,732,499,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,889,000 | 50 |
| 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 | $4,793,000 | 53 |
| Number of Managed Accounts | $4,295,000 | 40 |
| Number of Non-Managed Accounts | $498,000 | 97 |
| Total fiduciary and related assets | $9,056,814,000 | 53 |
| Managed Assets ($) | $7,389,637,000 | 40 |
| Non-managed Assets ($) | $1,667,177,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,298,000 | 54 |
| 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 | $4,815,000 | 52 |
| Number of Managed Accounts | $4,294,000 | 40 |
| Number of Non-Managed Accounts | $521,000 | 94 |
| Total fiduciary and related assets | $9,138,401,000 | 55 |
| Managed Assets ($) | $7,437,688,000 | 40 |
| Non-managed Assets ($) | $1,700,713,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,629,000 | 51 |
| 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 | $4,864,000 | 53 |
| Number of Managed Accounts | $4,338,000 | 39 |
| Number of Non-Managed Accounts | $526,000 | 102 |
| Total fiduciary and related assets | $8,672,187,000 | 55 |
| Managed Assets ($) | $7,071,436,000 | 40 |
| Non-managed Assets ($) | $1,600,751,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,223,000 | 53 |
| 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 | $4,825,000 | 50 |
| Number of Managed Accounts | $4,294,000 | 37 |
| Number of Non-Managed Accounts | $531,000 | 87 |
| Total fiduciary and related assets | $8,801,207,000 | 54 |
| Managed Assets ($) | $7,201,538,000 | 40 |
| Non-managed Assets ($) | $1,599,669,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,979,000 | 52 |
| 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 | $4,873,000 | 52 |
| Number of Managed Accounts | $4,329,000 | 38 |
| Number of Non-Managed Accounts | $544,000 | 88 |
| Total fiduciary and related assets | $8,834,344,000 | 53 |
| Managed Assets ($) | $7,167,829,000 | 39 |
| Non-managed Assets ($) | $1,666,515,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,845,000 | 52 |
| 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 | $4,920,000 | 54 |
| Number of Managed Accounts | $4,367,000 | 39 |
| Number of Non-Managed Accounts | $553,000 | 87 |
| Total fiduciary and related assets | $8,898,035,000 | 53 |
| Managed Assets ($) | $7,099,844,000 | 39 |
| Non-managed Assets ($) | $1,798,191,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,388,000 | 51 |
| 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 | $5,064,000 | 54 |
| Number of Managed Accounts | $4,301,000 | 38 |
| Number of Non-Managed Accounts | $763,000 | 83 |
| Total fiduciary and related assets | $8,688,414,000 | 54 |
| Managed Assets ($) | $6,809,884,000 | 39 |
| Non-managed Assets ($) | $1,878,530,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,183,000 | 40 |
| 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 | $5,125,000 | 56 |
| Number of Managed Accounts | $4,332,000 | 40 |
| Number of Non-Managed Accounts | $793,000 | 73 |
| Total fiduciary and related assets | $8,643,374,000 | 55 |
| Managed Assets ($) | $6,676,471,000 | 42 |
| Non-managed Assets ($) | $1,966,903,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,759,000 | 41 |
| 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 | $5,118,000 | 57 |
| Number of Managed Accounts | $4,393,000 | 40 |
| Number of Non-Managed Accounts | $725,000 | 81 |
| Total fiduciary and related assets | $9,141,898,000 | 57 |
| Managed Assets ($) | $7,096,522,000 | 43 |
| Non-managed Assets ($) | $2,045,376,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,427,000 | 42 |
| 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 | $5,179,000 | 55 |
| Number of Managed Accounts | $4,782,000 | 36 |
| Number of Non-Managed Accounts | $397,000 | 114 |
| Total fiduciary and related assets | $9,115,042,000 | 56 |
| Managed Assets ($) | $7,484,433,000 | 42 |
| Non-managed Assets ($) | $1,630,609,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,109,000 | 42 |
| 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 | $5,111,000 | 56 |
| Number of Managed Accounts | $4,767,000 | 38 |
| Number of Non-Managed Accounts | $344,000 | 148 |
| Total fiduciary and related assets | $8,785,962,000 | 55 |
| Managed Assets ($) | $7,767,593,000 | 40 |
| Non-managed Assets ($) | $1,018,369,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,146,000 | 44 |
| 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 | $5,171,000 | 52 |
| Number of Managed Accounts | $4,820,000 | 36 |
| Number of Non-Managed Accounts | $351,000 | 123 |
| Total fiduciary and related assets | $8,354,454,000 | 55 |
| Managed Assets ($) | $7,357,117,000 | 40 |
| Non-managed Assets ($) | $997,337,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,150,000 | 43 |
| 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 | $5,203,000 | 51 |
| Number of Managed Accounts | $4,813,000 | 35 |
| Number of Non-Managed Accounts | $390,000 | 117 |
| Total fiduciary and related assets | $7,844,492,000 | 55 |
| Managed Assets ($) | $6,871,917,000 | 40 |
| Non-managed Assets ($) | $972,575,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,501,000 | 42 |
| 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 | $4,947,000 | 53 |
| Number of Managed Accounts | $4,418,000 | 37 |
| Number of Non-Managed Accounts | $529,000 | 103 |
| Total fiduciary and related assets | $7,519,301,000 | 58 |
| Managed Assets ($) | $6,317,943,000 | 41 |
| Non-managed Assets ($) | $1,201,358,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,089,000 | 42 |
| 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 | $5,049,000 | 59 |
| Number of Managed Accounts | $4,484,000 | 39 |
| Number of Non-Managed Accounts | $565,000 | 118 |
| Total fiduciary and related assets | $7,782,344,000 | 58 |
| Managed Assets ($) | $6,368,708,000 | 42 |
| Non-managed Assets ($) | $1,413,636,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,248,000 | 44 |
| 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 | $5,087,000 | 58 |
| Number of Managed Accounts | $4,643,000 | 37 |
| Number of Non-Managed Accounts | $444,000 | 112 |
| Total fiduciary and related assets | $7,079,313,000 | 60 |
| Managed Assets ($) | $5,957,424,000 | 45 |
| Non-managed Assets ($) | $1,121,889,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,335,000 | 45 |
| 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 | $5,189,000 | 57 |
| Number of Managed Accounts | $4,729,000 | 40 |
| Number of Non-Managed Accounts | $460,000 | 111 |
| Total fiduciary and related assets | $6,645,272,000 | 61 |
| Managed Assets ($) | $5,606,641,000 | 47 |
| Non-managed Assets ($) | $1,038,631,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,463,000 | 46 |
| 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 | $5,255,000 | 56 |
| Number of Managed Accounts | $4,732,000 | 39 |
| Number of Non-Managed Accounts | $523,000 | 99 |
| Total fiduciary and related assets | $6,303,662,000 | 60 |
| Managed Assets ($) | $5,345,240,000 | 47 |
| Non-managed Assets ($) | $958,422,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,813,000 | 46 |
| 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 | $5,176,000 | 60 |
| Number of Managed Accounts | $4,695,000 | 39 |
| Number of Non-Managed Accounts | $481,000 | 139 |
| Total fiduciary and related assets | $6,789,684,000 | 62 |
| Managed Assets ($) | $5,776,867,000 | 46 |
| Non-managed Assets ($) | $1,012,817,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,279,000 | 47 |
| 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 | $5,201,000 | 56 |
| Number of Managed Accounts | $4,707,000 | 39 |
| Number of Non-Managed Accounts | $494,000 | 111 |
| Total fiduciary and related assets | $7,740,756,000 | 62 |
| Managed Assets ($) | $6,596,379,000 | 47 |
| Non-managed Assets ($) | $1,144,377,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,211,000 | 49 |
| 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 | $4,998,000 | 60 |
| Number of Managed Accounts | $4,522,000 | 42 |
| Number of Non-Managed Accounts | $476,000 | 118 |
| Total fiduciary and related assets | $8,223,759,000 | 66 |
| Managed Assets ($) | $7,069,663,000 | 49 |
| Non-managed Assets ($) | $1,154,096,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,881,000 | 50 |
| 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 | $5,056,000 | 58 |
| Number of Managed Accounts | $4,606,000 | 42 |
| Number of Non-Managed Accounts | $450,000 | 123 |
| Total fiduciary and related assets | $9,038,270,000 | 62 |
| Managed Assets ($) | $7,952,583,000 | 46 |
| Non-managed Assets ($) | $1,085,687,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,238,000 | 50 |
| 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 | $5,061,000 | 61 |
| Number of Managed Accounts | $4,441,000 | 43 |
| Number of Non-Managed Accounts | $620,000 | 111 |
| Total fiduciary and related assets | $8,773,738,000 | 62 |
| Managed Assets ($) | $7,230,209,000 | 48 |
| Non-managed Assets ($) | $1,543,529,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,634,000 | 50 |
| 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 | $4,904,000 | 59 |
| Number of Managed Accounts | $4,565,000 | 41 |
| Number of Non-Managed Accounts | $339,000 | 128 |
| Total fiduciary and related assets | $9,254,815,000 | 58 |
| Managed Assets ($) | $8,387,362,000 | 47 |
| Non-managed Assets ($) | $867,453,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,387,000 | 52 |
| 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 | $4,768,000 | 62 |
| Number of Managed Accounts | $4,433,000 | 43 |
| Number of Non-Managed Accounts | $335,000 | 134 |
| Total fiduciary and related assets | $8,980,437,000 | 63 |
| Managed Assets ($) | $8,143,985,000 | 47 |
| Non-managed Assets ($) | $836,452,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,634,000 | 54 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,679,000 | 62 |
| Number of Managed Accounts | $4,334,000 | 44 |
| Number of Non-Managed Accounts | $345,000 | 126 |
| Total fiduciary and related assets | $8,904,455,000 | 62 |
| Managed Assets ($) | $8,130,890,000 | 47 |
| Non-managed Assets ($) | $773,565,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,734,000 | 53 |
| 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 | $4,436,000 | 69 |
| Number of Managed Accounts | $4,083,000 | 46 |
| Number of Non-Managed Accounts | $353,000 | 160 |
| Total fiduciary and related assets | $8,576,056,000 | 63 |
| Managed Assets ($) | $7,837,738,000 | 47 |
| Non-managed Assets ($) | $738,318,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,693,000 | 56 |
| 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 | $4,413,000 | 70 |
| Number of Managed Accounts | $4,072,000 | 49 |
| Number of Non-Managed Accounts | $341,000 | 135 |
| Total fiduciary and related assets | $8,340,025,000 | 67 |
| Managed Assets ($) | $7,639,355,000 | 50 |
| Non-managed Assets ($) | $700,670,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,019,000 | 61 |
| 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 | $4,402,000 | 72 |
| Number of Managed Accounts | $4,048,000 | 50 |
| Number of Non-Managed Accounts | $354,000 | 136 |
| Total fiduciary and related assets | $8,679,416,000 | 69 |
| Managed Assets ($) | $7,991,637,000 | 51 |
| Non-managed Assets ($) | $687,779,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,215,000 | 63 |
| 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 | $4,511,000 | 70 |
| Number of Managed Accounts | $4,126,000 | 50 |
| Number of Non-Managed Accounts | $385,000 | 132 |
| Total fiduciary and related assets | $7,960,581,000 | 70 |
| Managed Assets ($) | $7,256,703,000 | 52 |
| Non-managed Assets ($) | $703,878,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,615,000 | 60 |
| 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 | $28,395,000 | 22 |
| Number of Managed Accounts | $28,014,000 | 11 |
| Number of Non-Managed Accounts | $381,000 | 157 |
| Total fiduciary and related assets | $9,355,556,000 | 69 |
| Managed Assets ($) | $6,732,620,000 | 52 |
| Non-managed Assets ($) | $2,622,936,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,224,000 | 61 |
| 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 | $4,404,000 | 70 |
| Number of Managed Accounts | $4,016,000 | 51 |
| Number of Non-Managed Accounts | $388,000 | 130 |
| Total fiduciary and related assets | $7,536,988,000 | 73 |
| Managed Assets ($) | $6,806,368,000 | 54 |
| Non-managed Assets ($) | $730,620,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,429,000 | 62 |
| 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 | $4,316,000 | 68 |
| Number of Managed Accounts | $3,941,000 | 49 |
| Number of Non-Managed Accounts | $375,000 | 132 |
| Total fiduciary and related assets | $7,475,928,000 | 71 |
| Managed Assets ($) | $6,726,084,000 | 52 |
| Non-managed Assets ($) | $749,844,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,018,000 | 61 |
| 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 | $4,305,000 | 71 |
| Number of Managed Accounts | $3,923,000 | 51 |
| Number of Non-Managed Accounts | $382,000 | 134 |
| Total fiduciary and related assets | $7,585,378,000 | 74 |
| Managed Assets ($) | $6,797,444,000 | 52 |
| Non-managed Assets ($) | $787,934,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,514,000 | 63 |
| 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 | $4,306,000 | 79 |
| Number of Managed Accounts | $3,928,000 | 53 |
| Number of Non-Managed Accounts | $378,000 | 168 |
| Total fiduciary and related assets | $7,561,587,000 | 74 |
| Managed Assets ($) | $6,711,320,000 | 52 |
| Non-managed Assets ($) | $850,267,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,026,000 | 64 |
| 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 | $4,233,000 | 73 |
| Number of Managed Accounts | $3,918,000 | 50 |
| Number of Non-Managed Accounts | $315,000 | 145 |
| Total fiduciary and related assets | $7,321,464,000 | 72 |
| Managed Assets ($) | $6,516,435,000 | 53 |
| Non-managed Assets ($) | $805,029,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,288,000 | 65 |
| 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 | $4,205,000 | 74 |
| Number of Managed Accounts | $3,883,000 | 50 |
| Number of Non-Managed Accounts | $322,000 | 143 |
| Total fiduciary and related assets | $7,480,946,000 | 71 |
| Managed Assets ($) | $6,553,646,000 | 54 |
| Non-managed Assets ($) | $927,300,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,196,000 | 66 |
| 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 | $4,238,000 | 75 |
| Number of Managed Accounts | $3,873,000 | 51 |
| Number of Non-Managed Accounts | $365,000 | 136 |
| Total fiduciary and related assets | $7,236,016,000 | 73 |
| Managed Assets ($) | $6,384,025,000 | 54 |
| Non-managed Assets ($) | $851,991,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,040,000 | 66 |
| 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 | $3,883,000 | 86 |
| Number of Managed Accounts | $3,483,000 | 63 |
| Number of Non-Managed Accounts | $400,000 | 172 |
| Total fiduciary and related assets | $8,171,108,000 | 69 |
| Managed Assets ($) | $7,576,179,000 | 49 |
| Non-managed Assets ($) | $594,929,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,639,000 | 69 |
| 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 | $3,878,000 | 84 |
| Number of Managed Accounts | $3,456,000 | 60 |
| Number of Non-Managed Accounts | $422,000 | 149 |
| Total fiduciary and related assets | $7,702,949,000 | 73 |
| Managed Assets ($) | $6,899,831,000 | 50 |
| Non-managed Assets ($) | $803,118,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,529,000 | 72 |
| 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 | $3,725,000 | 88 |
| Number of Managed Accounts | $3,422,000 | 60 |
| Number of Non-Managed Accounts | $303,000 | 173 |
| Total fiduciary and related assets | $7,238,973,000 | 75 |
| Managed Assets ($) | $6,459,520,000 | 55 |
| Non-managed Assets ($) | $779,453,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,151,000 | 71 |
| 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 | $3,880,000 | 85 |
| Number of Managed Accounts | $3,427,000 | 63 |
| Number of Non-Managed Accounts | $453,000 | 151 |
| Total fiduciary and related assets | $6,817,637,000 | 76 |
| Managed Assets ($) | $6,101,951,000 | 52 |
| Non-managed Assets ($) | $715,686,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,918,000 | 75 |
| 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 | $3,553,000 | 95 |
| Number of Managed Accounts | $3,140,000 | 69 |
| Number of Non-Managed Accounts | $413,000 | 179 |
| Total fiduciary and related assets | $4,967,270,000 | 85 |
| Managed Assets ($) | $4,274,598,000 | 65 |
| Non-managed Assets ($) | $692,672,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,056,000 | 77 |
| 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 | $4,136,000 | 79 |
| Number of Managed Accounts | $3,544,000 | 60 |
| Number of Non-Managed Accounts | $592,000 | 129 |
| Total fiduciary and related assets | $5,494,907,000 | 80 |
| Managed Assets ($) | $4,552,184,000 | 63 |
| Non-managed Assets ($) | $942,723,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,605,000 | 83 |
| 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 | $15,966,000 | 85 |
| 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 | $14,403,000 | 109 |
| 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 | $12,209,000 | 120 |
| 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 | $9,965,000 | 137 |
| 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 | $9,048,000 | 155 |
| 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 | $7,306,000 | 192 |
| 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 | $6,139,000 | 204 |
| 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 | $5,993,000 | 205 |
| 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 | $4,578,000 | 228 |