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TD Bank, Fiduciary and Related Services

2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,220,00069
Number of Managed Accounts$2,470,00087
Number of Non-Managed Accounts$1,750,00040
Total fiduciary and related assets$6,939,987,00076
Managed Assets ($)$4,453,313,00071
Non-managed Assets ($)$2,486,674,00072
Memoranda
Gross Fiduciary activities income$8,190,00072
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,341,00067
Number of Managed Accounts$2,554,00082
Number of Non-Managed Accounts$1,787,00042
Total fiduciary and related assets$7,237,533,00074
Managed Assets ($)$4,713,711,00067
Non-managed Assets ($)$2,523,822,00071
Memoranda
Gross Fiduciary activities income$33,322,00074
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,339,00067
Number of Managed Accounts$2,567,00083
Number of Non-Managed Accounts$1,772,00041
Total fiduciary and related assets$7,366,018,00070
Managed Assets ($)$4,743,070,00065
Non-managed Assets ($)$2,622,948,00069
Memoranda
Gross Fiduciary activities income$25,070,00073
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,486,00063
Number of Managed Accounts$2,710,00079
Number of Non-Managed Accounts$1,776,00042
Total fiduciary and related assets$7,581,472,00070
Managed Assets ($)$4,812,926,00066
Non-managed Assets ($)$2,768,546,00066
Memoranda
Gross Fiduciary activities income$16,625,00072
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,521,00061
Number of Managed Accounts$2,728,00077
Number of Non-Managed Accounts$1,793,00042
Total fiduciary and related assets$7,212,031,00069
Managed Assets ($)$4,809,286,00064
Non-managed Assets ($)$2,402,745,00069
Memoranda
Gross Fiduciary activities income$8,258,00071
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,678,00061
Number of Managed Accounts$2,821,00075
Number of Non-Managed Accounts$1,857,00045
Total fiduciary and related assets$7,265,314,00071
Managed Assets ($)$4,767,487,00066
Non-managed Assets ($)$2,497,827,00067
Memoranda
Gross Fiduciary activities income$36,311,00062
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,657,00060
Number of Managed Accounts$2,825,00075
Number of Non-Managed Accounts$1,832,00043
Total fiduciary and related assets$7,119,087,00068
Managed Assets ($)$4,547,389,00061
Non-managed Assets ($)$2,571,698,00064
Memoranda
Gross Fiduciary activities income$28,061,00060
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,692,00059
Number of Managed Accounts$2,853,00072
Number of Non-Managed Accounts$1,839,00043
Total fiduciary and related assets$7,241,413,00066
Managed Assets ($)$4,494,199,00059
Non-managed Assets ($)$2,747,214,00060
Memoranda
Gross Fiduciary activities income$19,565,00058
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,723,00058
Number of Managed Accounts$2,880,00072
Number of Non-Managed Accounts$1,843,00043
Total fiduciary and related assets$7,040,766,00064
Managed Assets ($)$4,285,708,00058
Non-managed Assets ($)$2,755,058,00059
Memoranda
Gross Fiduciary activities income$11,055,00053
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,007,00056
Number of Managed Accounts$2,999,00073
Number of Non-Managed Accounts$2,008,00041
Total fiduciary and related assets$7,708,183,00064
Managed Assets ($)$4,759,309,00055
Non-managed Assets ($)$2,948,874,00060
Memoranda
Gross Fiduciary activities income$45,102,00052
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,967,00058
Number of Managed Accounts$3,004,00073
Number of Non-Managed Accounts$1,963,00041
Total fiduciary and related assets$7,677,965,00066
Managed Assets ($)$4,647,313,00056
Non-managed Assets ($)$3,030,652,00058
Memoranda
Gross Fiduciary activities income$33,869,00053
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,153,00058
Number of Managed Accounts$3,109,00070
Number of Non-Managed Accounts$2,044,00041
Total fiduciary and related assets$7,824,014,00063
Managed Assets ($)$4,735,845,00055
Non-managed Assets ($)$3,088,169,00057
Memoranda
Gross Fiduciary activities income$22,656,00052
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,166,00058
Number of Managed Accounts$3,047,00072
Number of Non-Managed Accounts$2,119,00041
Total fiduciary and related assets$7,776,406,00063
Managed Assets ($)$4,681,605,00054
Non-managed Assets ($)$3,094,801,00057
Memoranda
Gross Fiduciary activities income$11,767,00051
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,320,00057
Number of Managed Accounts$3,120,00069
Number of Non-Managed Accounts$2,200,00042
Total fiduciary and related assets$7,619,710,00061
Managed Assets ($)$4,544,043,00053
Non-managed Assets ($)$3,075,667,00057
Memoranda
Gross Fiduciary activities income$51,164,00048
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,361,00056
Number of Managed Accounts$3,152,00068
Number of Non-Managed Accounts$2,209,00040
Total fiduciary and related assets$7,977,738,00062
Managed Assets ($)$4,832,684,00051
Non-managed Assets ($)$3,145,054,00057
Memoranda
Gross Fiduciary activities income$39,254,00048
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,469,00056
Number of Managed Accounts$3,270,00063
Number of Non-Managed Accounts$2,199,00041
Total fiduciary and related assets$8,138,167,00060
Managed Assets ($)$4,798,691,00051
Non-managed Assets ($)$3,339,476,00056
Memoranda
Gross Fiduciary activities income$26,471,00047
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,527,00058
Number of Managed Accounts$3,315,00061
Number of Non-Managed Accounts$2,212,00042
Total fiduciary and related assets$8,077,023,00061
Managed Assets ($)$4,914,455,00052
Non-managed Assets ($)$3,162,568,00060
Memoranda
Gross Fiduciary activities income$13,514,00045
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,718,00055
Number of Managed Accounts$3,441,00058
Number of Non-Managed Accounts$2,277,00042
Total fiduciary and related assets$8,246,346,00061
Managed Assets ($)$5,019,338,00053
Non-managed Assets ($)$3,227,008,00058
Memoranda
Gross Fiduciary activities income$55,650,00043
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,867,00051
Number of Managed Accounts$3,628,00056
Number of Non-Managed Accounts$2,239,00039
Total fiduciary and related assets$8,393,394,00059
Managed Assets ($)$5,119,817,00052
Non-managed Assets ($)$3,273,577,00055
Memoranda
Gross Fiduciary activities income$41,882,00043
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,097,00048
Number of Managed Accounts$3,872,00052
Number of Non-Managed Accounts$2,225,00039
Total fiduciary and related assets$8,774,426,00056
Managed Assets ($)$5,135,132,00050
Non-managed Assets ($)$3,639,294,00052
Memoranda
Gross Fiduciary activities income$28,160,00043
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,312,00048
Number of Managed Accounts$4,053,00052
Number of Non-Managed Accounts$2,259,00041
Total fiduciary and related assets$8,530,490,00056
Managed Assets ($)$5,255,517,00050
Non-managed Assets ($)$3,274,973,00058
Memoranda
Gross Fiduciary activities income$14,104,00043
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,661,00047
Number of Managed Accounts$4,344,00051
Number of Non-Managed Accounts$2,317,00042
Total fiduciary and related assets$8,155,738,00057
Managed Assets ($)$5,323,132,00049
Non-managed Assets ($)$2,832,606,00060
Memoranda
Gross Fiduciary activities income$55,254,00043
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,819,00044
Number of Managed Accounts$4,450,00048
Number of Non-Managed Accounts$2,369,00040
Total fiduciary and related assets$8,910,652,00056
Managed Assets ($)$5,641,443,00049
Non-managed Assets ($)$3,269,209,00053
Memoranda
Gross Fiduciary activities income$42,167,00042
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,104,00044
Number of Managed Accounts$4,702,00043
Number of Non-Managed Accounts$2,402,00040
Total fiduciary and related assets$8,599,383,00057
Managed Assets ($)$5,712,276,00048
Non-managed Assets ($)$2,887,107,00057
Memoranda
Gross Fiduciary activities income$28,183,00042
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,201,00044
Number of Managed Accounts$4,819,00040
Number of Non-Managed Accounts$2,382,00041
Total fiduciary and related assets$8,618,300,00057
Managed Assets ($)$6,006,808,00046
Non-managed Assets ($)$2,611,492,00060
Memoranda
Gross Fiduciary activities income$13,474,00042
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,595,00041
Number of Managed Accounts$4,957,00037
Number of Non-Managed Accounts$2,638,00038
Total fiduciary and related assets$8,843,776,00056
Managed Assets ($)$6,058,515,00045
Non-managed Assets ($)$2,785,261,00057
Memoranda
Gross Fiduciary activities income$53,955,00044
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,704,00041
Number of Managed Accounts$5,054,00036
Number of Non-Managed Accounts$2,650,00036
Total fiduciary and related assets$8,852,254,00056
Managed Assets ($)$6,156,859,00043
Non-managed Assets ($)$2,695,395,00059
Memoranda
Gross Fiduciary activities income$40,771,00044
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,972,00040
Number of Managed Accounts$5,218,00037
Number of Non-Managed Accounts$2,754,00036
Total fiduciary and related assets$9,364,549,00057
Managed Assets ($)$6,559,215,00045
Non-managed Assets ($)$2,805,334,00058
Memoranda
Gross Fiduciary activities income$26,937,00045
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,119,00041
Number of Managed Accounts$5,314,00037
Number of Non-Managed Accounts$2,805,00037
Total fiduciary and related assets$9,800,803,00058
Managed Assets ($)$6,808,958,00044
Non-managed Assets ($)$2,991,845,00059
Memoranda
Gross Fiduciary activities income$13,502,00045
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,294,00041
Number of Managed Accounts$5,423,00037
Number of Non-Managed Accounts$2,871,00040
Total fiduciary and related assets$9,998,380,00057
Managed Assets ($)$6,825,638,00044
Non-managed Assets ($)$3,172,742,00057
Memoranda
Gross Fiduciary activities income$58,045,00043
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,473,00038
Number of Managed Accounts$5,598,00035
Number of Non-Managed Accounts$2,875,00036
Total fiduciary and related assets$10,083,141,00057
Managed Assets ($)$6,869,767,00043
Non-managed Assets ($)$3,213,374,00057
Memoranda
Gross Fiduciary activities income$42,612,00043
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,587,00038
Number of Managed Accounts$5,708,00034
Number of Non-Managed Accounts$2,879,00036
Total fiduciary and related assets$10,312,128,00056
Managed Assets ($)$7,133,544,00042
Non-managed Assets ($)$3,178,584,00057
Memoranda
Gross Fiduciary activities income$28,636,00043
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,728,00038
Number of Managed Accounts$5,814,00034
Number of Non-Managed Accounts$2,914,00038
Total fiduciary and related assets$10,258,159,00056
Managed Assets ($)$7,125,742,00041
Non-managed Assets ($)$3,132,417,00056
Memoranda
Gross Fiduciary activities income$14,378,00044
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,162,00037
Number of Managed Accounts$6,102,00032
Number of Non-Managed Accounts$3,060,00037
Total fiduciary and related assets$10,732,729,00051
Managed Assets ($)$7,609,530,00039
Non-managed Assets ($)$3,123,199,00054
Memoranda
Gross Fiduciary activities income$57,208,00043
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,206,00037
Number of Managed Accounts$6,126,00033
Number of Non-Managed Accounts$3,080,00035
Total fiduciary and related assets$11,076,421,00050
Managed Assets ($)$7,608,776,00040
Non-managed Assets ($)$3,467,645,00052
Memoranda
Gross Fiduciary activities income$43,820,00043
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,538,00036
Number of Managed Accounts$6,408,00031
Number of Non-Managed Accounts$3,130,00036
Total fiduciary and related assets$10,994,858,00050
Managed Assets ($)$7,514,174,00038
Non-managed Assets ($)$3,480,684,00049
Memoranda
Gross Fiduciary activities income$29,400,00042
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,589,00035
Number of Managed Accounts$6,303,00030
Number of Non-Managed Accounts$3,286,00035
Total fiduciary and related assets$11,233,425,00051
Managed Assets ($)$7,828,666,00038
Non-managed Assets ($)$3,404,759,00052
Memoranda
Gross Fiduciary activities income$14,566,00041
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,849,00035
Number of Managed Accounts$6,441,00029
Number of Non-Managed Accounts$3,408,00037
Total fiduciary and related assets$10,967,186,00050
Managed Assets ($)$7,543,152,00038
Non-managed Assets ($)$3,424,034,00051
Memoranda
Gross Fiduciary activities income$57,741,00039
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,804,00033
Number of Managed Accounts$6,394,00028
Number of Non-Managed Accounts$3,410,00035
Total fiduciary and related assets$11,333,371,00048
Managed Assets ($)$7,637,281,00038
Non-managed Assets ($)$3,696,090,00046
Memoranda
Gross Fiduciary activities income$43,179,00038
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,934,00033
Number of Managed Accounts$6,512,00028
Number of Non-Managed Accounts$3,422,00036
Total fiduciary and related assets$11,396,498,00048
Managed Assets ($)$7,379,973,00038
Non-managed Assets ($)$4,016,525,00046
Memoranda
Gross Fiduciary activities income$28,874,00037
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$10,617,00034
Number of Managed Accounts$6,872,00027
Number of Non-Managed Accounts$3,745,00033
Total fiduciary and related assets$12,227,299,00046
Managed Assets ($)$7,661,235,00037
Non-managed Assets ($)$4,566,064,00043
Memoranda
Gross Fiduciary activities income$14,376,00037
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$10,887,00032
Number of Managed Accounts$7,066,00027
Number of Non-Managed Accounts$3,821,00032
Total fiduciary and related assets$12,381,097,00044
Managed Assets ($)$7,576,983,00037
Non-managed Assets ($)$4,804,114,00044
Memoranda
Gross Fiduciary activities income$58,437,00034
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,097,00033
Number of Managed Accounts$7,250,00029
Number of Non-Managed Accounts$3,847,00029
Total fiduciary and related assets$12,314,889,00046
Managed Assets ($)$7,486,576,00039
Non-managed Assets ($)$4,828,313,00045
Memoranda
Gross Fiduciary activities income$44,579,00034
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,177,00034
Number of Managed Accounts$7,340,00030
Number of Non-Managed Accounts$3,837,00031
Total fiduciary and related assets$13,046,900,00048
Managed Assets ($)$7,681,723,00039
Non-managed Assets ($)$5,365,177,00047
Memoranda
Gross Fiduciary activities income$29,342,00034
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$10,994,00033
Number of Managed Accounts$7,123,00029
Number of Non-Managed Accounts$3,871,00033
Total fiduciary and related assets$12,689,026,00048
Managed Assets ($)$7,966,287,00038
Non-managed Assets ($)$4,722,739,00047
Memoranda
Gross Fiduciary activities income$14,377,00035
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,251,00033
Number of Managed Accounts$7,276,00030
Number of Non-Managed Accounts$3,975,00034
Total fiduciary and related assets$13,029,370,00047
Managed Assets ($)$7,886,442,00039
Non-managed Assets ($)$5,142,928,00046
Memoranda
Gross Fiduciary activities income$53,987,00035
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,280,00032
Number of Managed Accounts$7,245,00027
Number of Non-Managed Accounts$4,035,00033
Total fiduciary and related assets$12,715,917,00046
Managed Assets ($)$7,831,772,00037
Non-managed Assets ($)$4,884,145,00046
Memoranda
Gross Fiduciary activities income$38,860,00035
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$10,248,00034
Number of Managed Accounts$6,481,00029
Number of Non-Managed Accounts$3,767,00037
Total fiduciary and related assets$11,433,885,00048
Managed Assets ($)$7,116,335,00039
Non-managed Assets ($)$4,317,550,00045
Memoranda
Gross Fiduciary activities income$26,281,00035
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$10,154,00036
Number of Managed Accounts$6,488,00028
Number of Non-Managed Accounts$3,666,00035
Total fiduciary and related assets$11,524,094,00050
Managed Assets ($)$7,201,697,00039
Non-managed Assets ($)$4,322,397,00046
Memoranda
Gross Fiduciary activities income$12,746,00035
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,796,00043
Number of Managed Accounts$6,402,00031
Number of Non-Managed Accounts$2,394,00047
Total fiduciary and related assets$17,489,823,00037
Managed Assets ($)$7,156,294,00040
Non-managed Assets ($)$10,333,529,00034
Memoranda
Gross Fiduciary activities income$47,346,00037
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,744,00044
Number of Managed Accounts$6,419,00031
Number of Non-Managed Accounts$2,325,00047
Total fiduciary and related assets$16,879,997,00042
Managed Assets ($)$7,066,656,00044
Non-managed Assets ($)$9,813,341,00036
Memoranda
Gross Fiduciary activities income$34,612,00038
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,874,00045
Number of Managed Accounts$6,470,00034
Number of Non-Managed Accounts$2,404,00047
Total fiduciary and related assets$16,407,766,00039
Managed Assets ($)$6,518,240,00046
Non-managed Assets ($)$9,889,526,00034
Memoranda
Gross Fiduciary activities income$26,062,00040
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,919,00045
Number of Managed Accounts$6,514,00033
Number of Non-Managed Accounts$2,405,00044
Total fiduciary and related assets$16,650,779,00038
Managed Assets ($)$6,111,727,00045
Non-managed Assets ($)$10,539,052,00033
Memoranda
Gross Fiduciary activities income$13,358,00039
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,198,00044
Number of Managed Accounts$6,721,00034
Number of Non-Managed Accounts$2,477,00050
Total fiduciary and related assets$17,429,954,00040
Managed Assets ($)$6,484,328,00045
Non-managed Assets ($)$10,945,626,00034
Memoranda
Gross Fiduciary activities income$62,434,00039
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,432,00042
Number of Managed Accounts$6,955,00029
Number of Non-Managed Accounts$2,477,00047
Total fiduciary and related assets$19,283,016,00040
Managed Assets ($)$7,206,552,00046
Non-managed Assets ($)$12,076,464,00034
Memoranda
Gross Fiduciary activities income$47,285,00041
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,517,00043
Number of Managed Accounts$7,026,00030
Number of Non-Managed Accounts$2,491,00047
Total fiduciary and related assets$19,315,457,00044
Managed Assets ($)$7,296,236,00048
Non-managed Assets ($)$12,019,221,00038
Memoranda
Gross Fiduciary activities income$31,787,00042
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,049,00049
Number of Managed Accounts$6,582,00031
Number of Non-Managed Accounts$467,000118
Total fiduciary and related assets$6,720,062,00070
Managed Assets ($)$5,465,893,00051
Non-managed Assets ($)$1,254,169,00090
Memoranda
Gross Fiduciary activities income$11,655,00047
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,126,00050
Number of Managed Accounts$6,655,00033
Number of Non-Managed Accounts$471,000140
Total fiduciary and related assets$6,916,868,00068
Managed Assets ($)$5,592,788,00052
Non-managed Assets ($)$1,324,080,00089
Memoranda
Gross Fiduciary activities income$47,036,00047
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,238,00050
Number of Managed Accounts$6,755,00031
Number of Non-Managed Accounts$483,000111
Total fiduciary and related assets$7,080,282,00068
Managed Assets ($)$5,742,991,00051
Non-managed Assets ($)$1,337,291,00088
Memoranda
Gross Fiduciary activities income$34,821,00048
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,269,00049
Number of Managed Accounts$6,783,00032
Number of Non-Managed Accounts$486,000112
Total fiduciary and related assets$6,956,497,00070
Managed Assets ($)$5,688,483,00051
Non-managed Assets ($)$1,268,014,00094
Memoranda
Gross Fiduciary activities income$22,997,00050
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,495,00047
Number of Managed Accounts$6,982,00030
Number of Non-Managed Accounts$513,000105
Total fiduciary and related assets$6,772,580,00069
Managed Assets ($)$5,588,079,00051
Non-managed Assets ($)$1,184,501,00096
Memoranda
Gross Fiduciary activities income$11,382,00050
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,581,00048
Number of Managed Accounts$7,087,00031
Number of Non-Managed Accounts$494,000126
Total fiduciary and related assets$6,719,424,00069
Managed Assets ($)$5,572,588,00051
Non-managed Assets ($)$1,146,836,00098
Memoranda
Gross Fiduciary activities income$45,642,00051
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,682,00050
Number of Managed Accounts$7,202,00030
Number of Non-Managed Accounts$480,000110
Total fiduciary and related assets$6,485,512,00074
Managed Assets ($)$5,468,291,00056
Non-managed Assets ($)$1,017,221,000102
Memoranda
Gross Fiduciary activities income$34,099,00054
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,502,00044
Number of Managed Accounts$7,497,00029
Number of Non-Managed Accounts$2,005,00053
Total fiduciary and related assets$7,781,989,00072
Managed Assets ($)$5,395,617,00058
Non-managed Assets ($)$2,386,372,00073
Memoranda
Gross Fiduciary activities income$23,093,00055
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,754,00043
Number of Managed Accounts$7,757,00029
Number of Non-Managed Accounts$1,997,00051
Total fiduciary and related assets$7,903,320,00071
Managed Assets ($)$5,602,443,00057
Non-managed Assets ($)$2,300,877,00074
Memoranda
Gross Fiduciary activities income$11,353,00053
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,332,00049
Number of Managed Accounts$7,390,00034
Number of Non-Managed Accounts$1,942,00059
Total fiduciary and related assets$7,144,018,00075
Managed Assets ($)$5,147,502,00062
Non-managed Assets ($)$1,996,516,00082
Memoranda
Gross Fiduciary activities income$35,240,00057
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,295,00045
Number of Managed Accounts$7,365,00031
Number of Non-Managed Accounts$1,930,00051
Total fiduciary and related assets$7,217,299,00075
Managed Assets ($)$5,031,008,00061
Non-managed Assets ($)$2,186,291,00076
Memoranda
Gross Fiduciary activities income$24,611,00060
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,267,00044
Number of Managed Accounts$7,359,00030
Number of Non-Managed Accounts$1,908,00050
Total fiduciary and related assets$6,820,950,00072
Managed Assets ($)$4,968,269,00059
Non-managed Assets ($)$1,852,681,00078
Memoranda
Gross Fiduciary activities income$13,947,00063
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,370,00046
Number of Managed Accounts$7,490,00031
Number of Non-Managed Accounts$1,880,00054
Total fiduciary and related assets$6,735,060,00075
Managed Assets ($)$4,950,177,00062
Non-managed Assets ($)$1,784,883,00085
Memoranda
Gross Fiduciary activities income$3,545,00089
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,515,00050
Number of Managed Accounts$7,614,00030
Number of Non-Managed Accounts$1,901,00060
Total fiduciary and related assets$6,810,074,00076
Managed Assets ($)$5,030,168,00061
Non-managed Assets ($)$1,779,906,00087
Memoranda
Gross Fiduciary activities income$39,793,00054
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,629,00045
Number of Managed Accounts$7,763,00028
Number of Non-Managed Accounts$1,866,00057
Total fiduciary and related assets$6,452,489,00075
Managed Assets ($)$4,860,028,00061
Non-managed Assets ($)$1,592,461,00090
Memoranda
Gross Fiduciary activities income$29,306,00053
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,730,00045
Number of Managed Accounts$7,882,00028
Number of Non-Managed Accounts$1,848,00059
Total fiduciary and related assets$6,534,099,00076
Managed Assets ($)$4,928,680,00062
Non-managed Assets ($)$1,605,419,00091
Memoranda
Gross Fiduciary activities income$19,021,00055
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,409,00048
Number of Managed Accounts$6,578,00036
Number of Non-Managed Accounts$1,831,00058
Total fiduciary and related assets$5,920,954,00080
Managed Assets ($)$4,199,741,00067
Non-managed Assets ($)$1,721,213,00088
Memoranda
Gross Fiduciary activities income$9,150,00056
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,401,00053
Number of Managed Accounts$6,591,00038
Number of Non-Managed Accounts$1,810,00064
Total fiduciary and related assets$5,739,110,00082
Managed Assets ($)$4,193,963,00067
Non-managed Assets ($)$1,545,147,00095
Memoranda
Gross Fiduciary activities income$31,968,00062
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,376,00050
Number of Managed Accounts$6,563,00035
Number of Non-Managed Accounts$1,813,00064
Total fiduciary and related assets$5,557,017,00082
Managed Assets ($)$4,011,278,00068
Non-managed Assets ($)$1,545,739,00098
Memoranda
Gross Fiduciary activities income$23,497,00064
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,412,00050
Number of Managed Accounts$6,638,00036
Number of Non-Managed Accounts$1,774,00068
Total fiduciary and related assets$5,454,632,00083
Managed Assets ($)$3,959,517,00068
Non-managed Assets ($)$1,495,115,000100
Memoranda
Gross Fiduciary activities income$15,312,00065
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,323,00052
Number of Managed Accounts$6,684,00036
Number of Non-Managed Accounts$1,639,00073
Total fiduciary and related assets$5,116,088,00086
Managed Assets ($)$3,714,760,00068
Non-managed Assets ($)$1,401,328,000100
Memoranda
Gross Fiduciary activities income$7,353,00067
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,424,00053
Number of Managed Accounts$6,763,00038
Number of Non-Managed Accounts$1,661,00076
Total fiduciary and related assets$4,912,412,00086
Managed Assets ($)$3,561,948,00069
Non-managed Assets ($)$1,350,464,000102
Memoranda
Gross Fiduciary activities income$32,455,00064
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$439,000425
Number of Managed Accounts$132,000657
Number of Non-Managed Accounts$307,000217
Total fiduciary and related assets$493,691,000247
Managed Assets ($)$197,479,000331
Non-managed Assets ($)$296,212,000164
Memoranda
Gross Fiduciary activities income$2,565,000251
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$3,324,000213
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,819,000267
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,220,000303
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,181,000429
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$518,000694
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$88,0001,186
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,599
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,630
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,658