Home > The Huntington National Bank > Fiduciary and Related Services
The Huntington National 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 | $23,850,000 | 26 |
| Number of Managed Accounts | $17,006,000 | 18 |
| Number of Non-Managed Accounts | $6,844,000 | 24 |
| Total fiduciary and related assets | $50,970,937,000 | 35 |
| Managed Assets ($) | $23,763,226,000 | 28 |
| Non-managed Assets ($) | $27,207,711,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $184,881,000 | 30 |
| 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 | $23,894,000 | 25 |
| Number of Managed Accounts | $16,806,000 | 19 |
| Number of Non-Managed Accounts | $7,088,000 | 22 |
| Total fiduciary and related assets | $50,093,428,000 | 34 |
| Managed Assets ($) | $22,345,848,000 | 29 |
| Non-managed Assets ($) | $27,747,580,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $140,236,000 | 29 |
| 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 | $22,366,000 | 25 |
| Number of Managed Accounts | $16,539,000 | 18 |
| Number of Non-Managed Accounts | $5,827,000 | 26 |
| Total fiduciary and related assets | $47,659,771,000 | 36 |
| Managed Assets ($) | $22,792,860,000 | 29 |
| Non-managed Assets ($) | $24,866,911,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $96,759,000 | 29 |
| 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 | $23,785,000 | 27 |
| Number of Managed Accounts | $16,563,000 | 19 |
| Number of Non-Managed Accounts | $7,222,000 | 24 |
| Total fiduciary and related assets | $51,232,055,000 | 38 |
| Managed Assets ($) | $22,862,318,000 | 30 |
| Non-managed Assets ($) | $28,369,737,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,959,000 | 31 |
| 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 | $23,724,000 | 28 |
| Number of Managed Accounts | $16,479,000 | 19 |
| Number of Non-Managed Accounts | $7,245,000 | 25 |
| Total fiduciary and related assets | $51,581,887,000 | 38 |
| Managed Assets ($) | $21,721,465,000 | 29 |
| Non-managed Assets ($) | $29,860,422,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,356,000 | 31 |
| 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 | $22,867,000 | 28 |
| Number of Managed Accounts | $16,124,000 | 19 |
| Number of Non-Managed Accounts | $6,743,000 | 26 |
| Total fiduciary and related assets | $50,366,309,000 | 36 |
| Managed Assets ($) | $20,165,557,000 | 32 |
| Non-managed Assets ($) | $30,200,752,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $138,217,000 | 31 |
| 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 | $22,628,000 | 26 |
| Number of Managed Accounts | $16,120,000 | 19 |
| Number of Non-Managed Accounts | $6,508,000 | 23 |
| Total fiduciary and related assets | $49,516,784,000 | 30 |
| Managed Assets ($) | $20,982,092,000 | 27 |
| Non-managed Assets ($) | $28,534,692,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,097,000 | 25 |
| 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 | $23,370,000 | 26 |
| Number of Managed Accounts | $16,535,000 | 19 |
| Number of Non-Managed Accounts | $6,835,000 | 22 |
| Total fiduciary and related assets | $53,473,709,000 | 30 |
| Managed Assets ($) | $24,151,075,000 | 25 |
| Non-managed Assets ($) | $29,322,634,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,151,000 | 25 |
| 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 | $23,369,000 | 25 |
| Number of Managed Accounts | $16,585,000 | 19 |
| Number of Non-Managed Accounts | $6,784,000 | 21 |
| Total fiduciary and related assets | $54,782,606,000 | 29 |
| Managed Assets ($) | $25,179,369,000 | 25 |
| Non-managed Assets ($) | $29,603,237,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,593,000 | 27 |
| 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 | $22,448,000 | 25 |
| Number of Managed Accounts | $16,406,000 | 19 |
| Number of Non-Managed Accounts | $6,042,000 | 21 |
| Total fiduciary and related assets | $53,464,727,000 | 29 |
| Managed Assets ($) | $23,939,845,000 | 24 |
| Non-managed Assets ($) | $29,524,882,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $125,642,000 | 27 |
| 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 | $22,191,000 | 27 |
| Number of Managed Accounts | $16,348,000 | 19 |
| Number of Non-Managed Accounts | $5,843,000 | 22 |
| Total fiduciary and related assets | $53,008,034,000 | 30 |
| Managed Assets ($) | $23,972,594,000 | 25 |
| Non-managed Assets ($) | $29,035,440,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,184,000 | 27 |
| 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 | $19,694,000 | 27 |
| Number of Managed Accounts | $13,476,000 | 21 |
| Number of Non-Managed Accounts | $6,218,000 | 22 |
| Total fiduciary and related assets | $48,779,150,000 | 30 |
| Managed Assets ($) | $20,740,134,000 | 27 |
| Non-managed Assets ($) | $28,039,016,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,848,000 | 27 |
| 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 | $19,886,000 | 28 |
| Number of Managed Accounts | $13,707,000 | 21 |
| Number of Non-Managed Accounts | $6,179,000 | 23 |
| Total fiduciary and related assets | $48,800,535,000 | 29 |
| Managed Assets ($) | $19,837,231,000 | 28 |
| Non-managed Assets ($) | $28,963,304,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $145,090,000 | 27 |
| 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 | $19,164,000 | 28 |
| Number of Managed Accounts | $13,565,000 | 21 |
| Number of Non-Managed Accounts | $5,599,000 | 23 |
| Total fiduciary and related assets | $46,667,778,000 | 28 |
| Managed Assets ($) | $18,109,909,000 | 28 |
| Non-managed Assets ($) | $28,557,869,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $107,684,000 | 28 |
| 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 | $19,034,000 | 28 |
| Number of Managed Accounts | $13,583,000 | 21 |
| Number of Non-Managed Accounts | $5,451,000 | 23 |
| Total fiduciary and related assets | $45,285,548,000 | 28 |
| Managed Assets ($) | $17,360,738,000 | 28 |
| Non-managed Assets ($) | $27,924,810,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,467,000 | 28 |
| 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 | $19,804,000 | 28 |
| Number of Managed Accounts | $13,593,000 | 20 |
| Number of Non-Managed Accounts | $6,211,000 | 23 |
| Total fiduciary and related assets | $42,587,731,000 | 28 |
| Managed Assets ($) | $15,753,546,000 | 28 |
| Non-managed Assets ($) | $26,834,185,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,444,000 | 28 |
| 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 | $19,796,000 | 28 |
| Number of Managed Accounts | $13,514,000 | 21 |
| Number of Non-Managed Accounts | $6,282,000 | 23 |
| Total fiduciary and related assets | $44,339,112,000 | 29 |
| Managed Assets ($) | $17,536,158,000 | 28 |
| Non-managed Assets ($) | $26,802,954,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $140,828,000 | 28 |
| 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 | $19,743,000 | 29 |
| Number of Managed Accounts | $13,571,000 | 21 |
| Number of Non-Managed Accounts | $6,172,000 | 22 |
| Total fiduciary and related assets | $45,786,262,000 | 28 |
| Managed Assets ($) | $16,819,623,000 | 30 |
| Non-managed Assets ($) | $28,966,639,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $103,909,000 | 30 |
| 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 | $19,264,000 | 29 |
| Number of Managed Accounts | $13,519,000 | 21 |
| Number of Non-Managed Accounts | $5,745,000 | 22 |
| Total fiduciary and related assets | $45,136,080,000 | 27 |
| Managed Assets ($) | $16,523,807,000 | 30 |
| Non-managed Assets ($) | $28,612,273,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $69,538,000 | 29 |
| 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 | $19,889,000 | 29 |
| Number of Managed Accounts | $13,444,000 | 21 |
| Number of Non-Managed Accounts | $6,445,000 | 22 |
| Total fiduciary and related assets | $45,378,294,000 | 26 |
| Managed Assets ($) | $16,367,464,000 | 30 |
| Non-managed Assets ($) | $29,010,830,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,279,000 | 29 |
| 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 | $19,839,000 | 29 |
| Number of Managed Accounts | $13,408,000 | 22 |
| Number of Non-Managed Accounts | $6,431,000 | 22 |
| Total fiduciary and related assets | $42,373,296,000 | 27 |
| Managed Assets ($) | $15,319,992,000 | 30 |
| Non-managed Assets ($) | $27,053,304,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $138,446,000 | 29 |
| 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 | $19,902,000 | 29 |
| Number of Managed Accounts | $13,612,000 | 22 |
| Number of Non-Managed Accounts | $6,290,000 | 21 |
| Total fiduciary and related assets | $46,114,079,000 | 28 |
| Managed Assets ($) | $17,223,970,000 | 27 |
| Non-managed Assets ($) | $28,890,109,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $105,178,000 | 29 |
| 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 | $19,378,000 | 28 |
| Number of Managed Accounts | $13,488,000 | 22 |
| Number of Non-Managed Accounts | $5,890,000 | 20 |
| Total fiduciary and related assets | $46,148,538,000 | 27 |
| Managed Assets ($) | $17,946,376,000 | 27 |
| Non-managed Assets ($) | $28,202,162,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,692,000 | 27 |
| 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 | $20,343,000 | 29 |
| Number of Managed Accounts | $13,607,000 | 22 |
| Number of Non-Managed Accounts | $6,736,000 | 22 |
| Total fiduciary and related assets | $47,479,672,000 | 25 |
| Managed Assets ($) | $18,080,540,000 | 27 |
| Non-managed Assets ($) | $29,399,132,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,334,000 | 27 |
| 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 | $20,357,000 | 29 |
| Number of Managed Accounts | $13,568,000 | 22 |
| Number of Non-Managed Accounts | $6,789,000 | 23 |
| Total fiduciary and related assets | $47,129,319,000 | 25 |
| Managed Assets ($) | $18,285,224,000 | 28 |
| Non-managed Assets ($) | $28,844,095,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,201,000 | 28 |
| 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 | $20,374,000 | 28 |
| Number of Managed Accounts | $13,663,000 | 23 |
| Number of Non-Managed Accounts | $6,711,000 | 23 |
| Total fiduciary and related assets | $44,381,661,000 | 27 |
| Managed Assets ($) | $17,979,743,000 | 28 |
| Non-managed Assets ($) | $26,401,918,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $97,366,000 | 28 |
| 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 | $20,262,000 | 28 |
| Number of Managed Accounts | $13,777,000 | 22 |
| Number of Non-Managed Accounts | $6,485,000 | 23 |
| Total fiduciary and related assets | $41,239,951,000 | 28 |
| Managed Assets ($) | $17,556,897,000 | 26 |
| Non-managed Assets ($) | $23,683,054,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,155,000 | 28 |
| 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 | $20,731,000 | 28 |
| Number of Managed Accounts | $13,901,000 | 22 |
| Number of Non-Managed Accounts | $6,830,000 | 23 |
| Total fiduciary and related assets | $41,240,847,000 | 27 |
| Managed Assets ($) | $17,370,826,000 | 26 |
| Non-managed Assets ($) | $23,870,021,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,378,000 | 27 |
| 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 | $20,855,000 | 28 |
| Number of Managed Accounts | $13,942,000 | 22 |
| Number of Non-Managed Accounts | $6,913,000 | 24 |
| Total fiduciary and related assets | $40,572,696,000 | 25 |
| Managed Assets ($) | $16,921,606,000 | 26 |
| Non-managed Assets ($) | $23,651,090,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $105,935,000 | 31 |
| 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 | $21,322,000 | 27 |
| Number of Managed Accounts | $14,158,000 | 22 |
| Number of Non-Managed Accounts | $7,164,000 | 21 |
| Total fiduciary and related assets | $42,812,306,000 | 23 |
| Managed Assets ($) | $17,311,438,000 | 26 |
| Non-managed Assets ($) | $25,500,868,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,377,000 | 34 |
| 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 | $17,157,000 | 29 |
| Number of Managed Accounts | $10,225,000 | 27 |
| Number of Non-Managed Accounts | $6,932,000 | 22 |
| Total fiduciary and related assets | $35,342,654,000 | 29 |
| Managed Assets ($) | $12,175,501,000 | 33 |
| Non-managed Assets ($) | $23,167,153,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,001,000 | 35 |
| 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 | $17,374,000 | 28 |
| Number of Managed Accounts | $10,280,000 | 27 |
| Number of Non-Managed Accounts | $7,094,000 | 22 |
| Total fiduciary and related assets | $34,677,868,000 | 30 |
| Managed Assets ($) | $11,886,351,000 | 33 |
| Non-managed Assets ($) | $22,791,517,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,093,000 | 35 |
| 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 | $17,384,000 | 27 |
| Number of Managed Accounts | $10,325,000 | 26 |
| Number of Non-Managed Accounts | $7,059,000 | 22 |
| Total fiduciary and related assets | $33,099,795,000 | 29 |
| Managed Assets ($) | $11,801,551,000 | 32 |
| Non-managed Assets ($) | $21,298,244,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,969,000 | 33 |
| 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 | $17,633,000 | 27 |
| Number of Managed Accounts | $10,531,000 | 26 |
| Number of Non-Managed Accounts | $7,102,000 | 21 |
| Total fiduciary and related assets | $31,296,900,000 | 30 |
| Managed Assets ($) | $11,770,599,000 | 32 |
| Non-managed Assets ($) | $19,526,301,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,719,000 | 33 |
| 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 | $17,923,000 | 27 |
| Number of Managed Accounts | $10,740,000 | 27 |
| Number of Non-Managed Accounts | $7,183,000 | 18 |
| Total fiduciary and related assets | $32,516,813,000 | 29 |
| Managed Assets ($) | $12,611,582,000 | 33 |
| Non-managed Assets ($) | $19,905,231,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,771,000 | 34 |
| 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 | $17,881,000 | 27 |
| Number of Managed Accounts | $10,377,000 | 26 |
| Number of Non-Managed Accounts | $7,504,000 | 19 |
| Total fiduciary and related assets | $34,785,256,000 | 27 |
| Managed Assets ($) | $12,654,992,000 | 32 |
| Non-managed Assets ($) | $22,130,264,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,237,000 | 34 |
| 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 | $18,128,000 | 28 |
| Number of Managed Accounts | $10,581,000 | 23 |
| Number of Non-Managed Accounts | $7,547,000 | 21 |
| Total fiduciary and related assets | $32,284,679,000 | 29 |
| Managed Assets ($) | $12,486,015,000 | 31 |
| Non-managed Assets ($) | $19,798,664,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $88,856,000 | 33 |
| 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 | $18,459,000 | 28 |
| Number of Managed Accounts | $10,698,000 | 22 |
| Number of Non-Managed Accounts | $7,761,000 | 20 |
| Total fiduciary and related assets | $32,764,398,000 | 26 |
| Managed Assets ($) | $12,473,185,000 | 31 |
| Non-managed Assets ($) | $20,291,213,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,276,000 | 32 |
| 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 | $18,664,000 | 28 |
| Number of Managed Accounts | $10,795,000 | 21 |
| Number of Non-Managed Accounts | $7,869,000 | 20 |
| Total fiduciary and related assets | $32,680,664,000 | 28 |
| Managed Assets ($) | $12,668,995,000 | 31 |
| Non-managed Assets ($) | $20,011,669,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,746,000 | 33 |
| 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 | $18,936,000 | 29 |
| Number of Managed Accounts | $10,856,000 | 21 |
| Number of Non-Managed Accounts | $8,080,000 | 21 |
| Total fiduciary and related assets | $32,880,046,000 | 27 |
| Managed Assets ($) | $12,348,295,000 | 32 |
| Non-managed Assets ($) | $20,531,751,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,894,000 | 33 |
| 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 | $19,420,000 | 28 |
| Number of Managed Accounts | $10,936,000 | 21 |
| Number of Non-Managed Accounts | $8,484,000 | 21 |
| Total fiduciary and related assets | $34,252,112,000 | 27 |
| Managed Assets ($) | $12,426,147,000 | 32 |
| Non-managed Assets ($) | $21,825,965,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $84,122,000 | 34 |
| 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 | $19,308,000 | 29 |
| Number of Managed Accounts | $10,973,000 | 21 |
| Number of Non-Managed Accounts | $8,335,000 | 21 |
| Total fiduciary and related assets | $33,231,896,000 | 27 |
| Managed Assets ($) | $12,091,648,000 | 32 |
| Non-managed Assets ($) | $21,140,248,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,723,000 | 32 |
| 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 | $19,214,000 | 29 |
| Number of Managed Accounts | $10,975,000 | 20 |
| Number of Non-Managed Accounts | $8,239,000 | 22 |
| Total fiduciary and related assets | $32,632,675,000 | 27 |
| Managed Assets ($) | $11,811,261,000 | 31 |
| Non-managed Assets ($) | $20,821,414,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,008,000 | 31 |
| 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 | $19,244,000 | 29 |
| Number of Managed Accounts | $11,025,000 | 20 |
| Number of Non-Managed Accounts | $8,219,000 | 22 |
| Total fiduciary and related assets | $33,220,387,000 | 27 |
| Managed Assets ($) | $12,037,621,000 | 30 |
| Non-managed Assets ($) | $21,182,766,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,390,000 | 31 |
| 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 | $19,195,000 | 28 |
| Number of Managed Accounts | $11,000,000 | 19 |
| Number of Non-Managed Accounts | $8,195,000 | 24 |
| Total fiduciary and related assets | $33,302,681,000 | 26 |
| Managed Assets ($) | $11,488,689,000 | 31 |
| Non-managed Assets ($) | $21,813,992,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,629,000 | 31 |
| 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 | $19,248,000 | 28 |
| Number of Managed Accounts | $11,148,000 | 19 |
| Number of Non-Managed Accounts | $8,100,000 | 22 |
| Total fiduciary and related assets | $24,998,410,000 | 30 |
| Managed Assets ($) | $11,444,859,000 | 31 |
| Non-managed Assets ($) | $13,553,551,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,063,000 | 31 |
| 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 | $19,257,000 | 27 |
| Number of Managed Accounts | $11,231,000 | 18 |
| Number of Non-Managed Accounts | $8,026,000 | 22 |
| Total fiduciary and related assets | $24,038,240,000 | 31 |
| Managed Assets ($) | $10,824,004,000 | 31 |
| Non-managed Assets ($) | $13,214,236,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,845,000 | 31 |
| 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 | $18,982,000 | 27 |
| Number of Managed Accounts | $11,113,000 | 19 |
| Number of Non-Managed Accounts | $7,869,000 | 24 |
| Total fiduciary and related assets | $22,335,912,000 | 34 |
| Managed Assets ($) | $10,808,102,000 | 32 |
| Non-managed Assets ($) | $11,527,810,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,378,000 | 31 |
| 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 | $18,827,000 | 25 |
| Number of Managed Accounts | $11,202,000 | 19 |
| Number of Non-Managed Accounts | $7,625,000 | 24 |
| Total fiduciary and related assets | $20,959,636,000 | 34 |
| Managed Assets ($) | $10,397,050,000 | 30 |
| Non-managed Assets ($) | $10,562,586,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $81,672,000 | 28 |
| 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 | $18,787,000 | 27 |
| Number of Managed Accounts | $11,311,000 | 20 |
| Number of Non-Managed Accounts | $7,476,000 | 22 |
| Total fiduciary and related assets | $21,351,153,000 | 33 |
| Managed Assets ($) | $10,418,018,000 | 30 |
| Non-managed Assets ($) | $10,933,135,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,846,000 | 28 |
| 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 | $17,533,000 | 28 |
| Number of Managed Accounts | $11,302,000 | 19 |
| Number of Non-Managed Accounts | $6,231,000 | 27 |
| Total fiduciary and related assets | $21,426,225,000 | 36 |
| Managed Assets ($) | $10,890,213,000 | 31 |
| Non-managed Assets ($) | $10,536,012,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,942,000 | 28 |
| 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 | $17,693,000 | 27 |
| Number of Managed Accounts | $11,329,000 | 18 |
| Number of Non-Managed Accounts | $6,364,000 | 27 |
| Total fiduciary and related assets | $22,183,334,000 | 34 |
| Managed Assets ($) | $10,660,885,000 | 31 |
| Non-managed Assets ($) | $11,522,449,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,567,000 | 29 |
| 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 | $17,298,000 | 28 |
| Number of Managed Accounts | $11,269,000 | 19 |
| Number of Non-Managed Accounts | $6,029,000 | 28 |
| Total fiduciary and related assets | $21,889,296,000 | 35 |
| Managed Assets ($) | $10,268,047,000 | 32 |
| Non-managed Assets ($) | $11,621,249,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,465,000 | 30 |
| 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 | $17,212,000 | 25 |
| Number of Managed Accounts | $11,342,000 | 18 |
| Number of Non-Managed Accounts | $5,870,000 | 27 |
| Total fiduciary and related assets | $20,928,983,000 | 35 |
| Managed Assets ($) | $9,611,404,000 | 33 |
| Non-managed Assets ($) | $11,317,579,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,295,000 | 30 |
| 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 | $17,141,000 | 25 |
| Number of Managed Accounts | $11,392,000 | 18 |
| Number of Non-Managed Accounts | $5,749,000 | 29 |
| Total fiduciary and related assets | $20,374,042,000 | 35 |
| Managed Assets ($) | $8,961,924,000 | 33 |
| Non-managed Assets ($) | $11,412,118,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,596,000 | 29 |
| 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 | $17,255,000 | 27 |
| Number of Managed Accounts | $11,376,000 | 17 |
| Number of Non-Managed Accounts | $5,879,000 | 30 |
| Total fiduciary and related assets | $21,781,718,000 | 33 |
| Managed Assets ($) | $9,281,048,000 | 33 |
| Non-managed Assets ($) | $12,500,670,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,444,000 | 28 |
| 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 | $17,354,000 | 29 |
| Number of Managed Accounts | $11,471,000 | 19 |
| Number of Non-Managed Accounts | $5,883,000 | 33 |
| Total fiduciary and related assets | $20,395,393,000 | 34 |
| Managed Assets ($) | $9,269,378,000 | 34 |
| Non-managed Assets ($) | $11,126,015,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $73,012,000 | 33 |
| 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 | $17,422,000 | 33 |
| Number of Managed Accounts | $11,529,000 | 20 |
| Number of Non-Managed Accounts | $5,893,000 | 33 |
| Total fiduciary and related assets | $19,589,068,000 | 36 |
| Managed Assets ($) | $9,212,080,000 | 38 |
| Non-managed Assets ($) | $10,376,988,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,920,000 | 34 |
| 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 | $17,474,000 | 31 |
| Number of Managed Accounts | $11,549,000 | 19 |
| Number of Non-Managed Accounts | $5,925,000 | 33 |
| Total fiduciary and related assets | $18,508,074,000 | 36 |
| Managed Assets ($) | $8,704,757,000 | 40 |
| Non-managed Assets ($) | $9,803,317,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,931,000 | 37 |
| 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 | $17,769,000 | 30 |
| Number of Managed Accounts | $11,802,000 | 19 |
| Number of Non-Managed Accounts | $5,967,000 | 32 |
| Total fiduciary and related assets | $21,023,652,000 | 34 |
| Managed Assets ($) | $11,747,200,000 | 28 |
| Non-managed Assets ($) | $9,276,452,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,275,000 | 28 |
| 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 | $17,897,000 | 31 |
| Number of Managed Accounts | $11,875,000 | 20 |
| Number of Non-Managed Accounts | $6,022,000 | 33 |
| Total fiduciary and related assets | $22,105,023,000 | 34 |
| Managed Assets ($) | $12,784,732,000 | 28 |
| Non-managed Assets ($) | $9,320,291,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,154,000 | 25 |
| 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 | $17,961,000 | 31 |
| Number of Managed Accounts | $11,999,000 | 20 |
| Number of Non-Managed Accounts | $5,962,000 | 30 |
| Total fiduciary and related assets | $24,169,273,000 | 35 |
| Managed Assets ($) | $13,675,539,000 | 26 |
| Non-managed Assets ($) | $10,493,734,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,090,000 | 28 |
| 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 | $17,683,000 | 32 |
| Number of Managed Accounts | $12,054,000 | 21 |
| Number of Non-Managed Accounts | $5,629,000 | 33 |
| Total fiduciary and related assets | $25,684,971,000 | 38 |
| Managed Assets ($) | $13,938,830,000 | 29 |
| Non-managed Assets ($) | $11,746,141,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,958,000 | 30 |
| 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 | $17,869,000 | 32 |
| Number of Managed Accounts | $12,148,000 | 19 |
| Number of Non-Managed Accounts | $5,721,000 | 30 |
| Total fiduciary and related assets | $26,786,976,000 | 34 |
| Managed Assets ($) | $14,046,332,000 | 29 |
| Non-managed Assets ($) | $12,740,644,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,022,000 | 28 |
| 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 | $18,011,000 | 31 |
| Number of Managed Accounts | $12,371,000 | 22 |
| Number of Non-Managed Accounts | $5,640,000 | 32 |
| Total fiduciary and related assets | $28,749,614,000 | 35 |
| Managed Assets ($) | $15,490,746,000 | 30 |
| Non-managed Assets ($) | $13,258,868,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $101,650,000 | 30 |
| 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 | $17,922,000 | 32 |
| Number of Managed Accounts | $12,330,000 | 21 |
| Number of Non-Managed Accounts | $5,592,000 | 31 |
| Total fiduciary and related assets | $28,728,310,000 | 35 |
| Managed Assets ($) | $15,627,650,000 | 31 |
| Non-managed Assets ($) | $13,100,660,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,541,000 | 33 |
| 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 | $13,000,000 | 38 |
| Number of Managed Accounts | $8,203,000 | 27 |
| Number of Non-Managed Accounts | $4,797,000 | 32 |
| Total fiduciary and related assets | $23,882,526,000 | 38 |
| Managed Assets ($) | $11,756,678,000 | 36 |
| Non-managed Assets ($) | $12,125,848,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,171,000 | 39 |
| 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 | $12,815,000 | 38 |
| Number of Managed Accounts | $8,121,000 | 26 |
| Number of Non-Managed Accounts | $4,694,000 | 34 |
| Total fiduciary and related assets | $23,660,065,000 | 37 |
| Managed Assets ($) | $11,769,055,000 | 36 |
| Non-managed Assets ($) | $11,891,010,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,181,000 | 39 |
| 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 | $12,700,000 | 39 |
| Number of Managed Accounts | $8,155,000 | 26 |
| Number of Non-Managed Accounts | $4,545,000 | 38 |
| Total fiduciary and related assets | $22,907,128,000 | 38 |
| Managed Assets ($) | $11,398,010,000 | 35 |
| Non-managed Assets ($) | $11,509,118,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,090,000 | 36 |
| 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 | $12,610,000 | 38 |
| Number of Managed Accounts | $8,169,000 | 26 |
| Number of Non-Managed Accounts | $4,441,000 | 39 |
| Total fiduciary and related assets | $21,699,804,000 | 40 |
| Managed Assets ($) | $11,134,528,000 | 37 |
| Non-managed Assets ($) | $10,565,276,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,814,000 | 39 |
| 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 | $12,551,000 | 38 |
| Number of Managed Accounts | $8,193,000 | 26 |
| Number of Non-Managed Accounts | $4,358,000 | 38 |
| Total fiduciary and related assets | $21,044,631,000 | 42 |
| Managed Assets ($) | $11,283,930,000 | 35 |
| Non-managed Assets ($) | $9,760,701,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,636,000 | 41 |
| 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 | $12,564,000 | 38 |
| Number of Managed Accounts | $8,191,000 | 26 |
| Number of Non-Managed Accounts | $4,373,000 | 36 |
| Total fiduciary and related assets | $21,145,579,000 | 40 |
| Managed Assets ($) | $11,185,758,000 | 36 |
| Non-managed Assets ($) | $9,959,821,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,126,000 | 38 |
| 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 | $10,794,000 | 46 |
| Number of Managed Accounts | $6,860,000 | 37 |
| Number of Non-Managed Accounts | $3,934,000 | 42 |
| Total fiduciary and related assets | $19,799,478,000 | 42 |
| Managed Assets ($) | $10,149,660,000 | 40 |
| Non-managed Assets ($) | $9,649,818,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,948,000 | 42 |
| 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 | $10,780,000 | 42 |
| Number of Managed Accounts | $6,869,000 | 34 |
| Number of Non-Managed Accounts | $3,911,000 | 41 |
| Total fiduciary and related assets | $20,048,005,000 | 40 |
| Managed Assets ($) | $10,244,655,000 | 38 |
| Non-managed Assets ($) | $9,803,350,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,673,000 | 42 |
| 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 | $10,650,000 | 41 |
| Number of Managed Accounts | $6,767,000 | 33 |
| Number of Non-Managed Accounts | $3,883,000 | 41 |
| Total fiduciary and related assets | $19,209,252,000 | 41 |
| Managed Assets ($) | $9,795,302,000 | 40 |
| Non-managed Assets ($) | $9,413,950,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,110,000 | 43 |
| 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 | $10,618,000 | 43 |
| Number of Managed Accounts | $6,746,000 | 36 |
| Number of Non-Managed Accounts | $3,872,000 | 43 |
| Total fiduciary and related assets | $18,494,692,000 | 42 |
| Managed Assets ($) | $9,451,966,000 | 41 |
| Non-managed Assets ($) | $9,042,726,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,098,000 | 44 |
| 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 | $10,107,000 | 49 |
| Number of Managed Accounts | $6,595,000 | 38 |
| Number of Non-Managed Accounts | $3,512,000 | 49 |
| Total fiduciary and related assets | $17,917,990,000 | 44 |
| Managed Assets ($) | $9,276,761,000 | 41 |
| Non-managed Assets ($) | $8,641,229,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,367,000 | 43 |
| 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 | $10,085,000 | 44 |
| Number of Managed Accounts | $6,603,000 | 36 |
| Number of Non-Managed Accounts | $3,482,000 | 45 |
| Total fiduciary and related assets | $17,220,508,000 | 44 |
| Managed Assets ($) | $9,071,199,000 | 40 |
| Non-managed Assets ($) | $8,149,309,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,096,000 | 44 |
| 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 | $9,995,000 | 44 |
| Number of Managed Accounts | $6,557,000 | 34 |
| Number of Non-Managed Accounts | $3,438,000 | 45 |
| Total fiduciary and related assets | $17,143,835,000 | 45 |
| Managed Assets ($) | $8,725,457,000 | 44 |
| Non-managed Assets ($) | $8,418,378,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,059,000 | 46 |
| 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 | $9,951,000 | 45 |
| Number of Managed Accounts | $6,600,000 | 34 |
| Number of Non-Managed Accounts | $3,351,000 | 46 |
| Total fiduciary and related assets | $16,443,224,000 | 45 |
| Managed Assets ($) | $8,655,319,000 | 45 |
| Non-managed Assets ($) | $7,787,905,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,364,000 | 46 |
| 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 | $9,954,000 | 49 |
| Number of Managed Accounts | $6,500,000 | 40 |
| Number of Non-Managed Accounts | $3,454,000 | 47 |
| Total fiduciary and related assets | $16,185,813,000 | 48 |
| Managed Assets ($) | $8,387,634,000 | 46 |
| Non-managed Assets ($) | $7,798,179,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,219,000 | 45 |
| 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 | $10,001,000 | 45 |
| Number of Managed Accounts | $6,549,000 | 36 |
| Number of Non-Managed Accounts | $3,452,000 | 46 |
| Total fiduciary and related assets | $15,699,421,000 | 46 |
| Managed Assets ($) | $8,141,931,000 | 46 |
| Non-managed Assets ($) | $7,557,490,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,357,000 | 45 |
| 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 | $10,253,000 | 45 |
| Number of Managed Accounts | $6,558,000 | 37 |
| Number of Non-Managed Accounts | $3,695,000 | 48 |
| Total fiduciary and related assets | $15,546,174,000 | 49 |
| Managed Assets ($) | $8,327,421,000 | 44 |
| Non-managed Assets ($) | $7,218,753,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,869,000 | 45 |
| 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 | $10,023,000 | 47 |
| Number of Managed Accounts | $6,569,000 | 37 |
| Number of Non-Managed Accounts | $3,454,000 | 49 |
| Total fiduciary and related assets | $13,972,796,000 | 52 |
| Managed Assets ($) | $7,376,175,000 | 48 |
| Non-managed Assets ($) | $6,596,621,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,077,000 | 46 |
| 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 | $9,922,000 | 46 |
| Number of Managed Accounts | $6,509,000 | 40 |
| Number of Non-Managed Accounts | $3,413,000 | 50 |
| Total fiduciary and related assets | $14,107,209,000 | 50 |
| Managed Assets ($) | $7,971,516,000 | 44 |
| Non-managed Assets ($) | $6,135,693,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,465,000 | 47 |
| 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 | $10,493,000 | 41 |
| Number of Managed Accounts | $7,006,000 | 36 |
| Number of Non-Managed Accounts | $3,487,000 | 46 |
| Total fiduciary and related assets | $16,203,960,000 | 45 |
| Managed Assets ($) | $9,693,946,000 | 39 |
| Non-managed Assets ($) | $6,510,014,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,298,000 | 48 |
| 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 | $53,613,000 | 48 |
| 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 | $52,030,000 | 52 |
| 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 | $50,754,000 | 54 |
| 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 | $49,952,000 | 54 |
| 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 | $2,529,000 | 314 |
| 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 | $2,302,000 | 351 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |