Home > TIAA-CREF Trust Company, FSB > Fiduciary and Related Services
TIAA-CREF Trust Company, FSB, Fiduciary and Related Services
| 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 | $16,908,000 | 30 |
| Number of Managed Accounts | $16,646,000 | 19 |
| Number of Non-Managed Accounts | $262,000 | 122 |
| Total fiduciary and related assets | $51,186,738,000 | 23 |
| Managed Assets ($) | $42,496,012,000 | 12 |
| Non-managed Assets ($) | $8,690,726,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,045,000 | 26 |
| 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 | $16,122,000 | 30 |
| Number of Managed Accounts | $15,866,000 | 19 |
| Number of Non-Managed Accounts | $256,000 | 146 |
| Total fiduciary and related assets | $47,290,662,000 | 23 |
| Managed Assets ($) | $39,570,474,000 | 12 |
| Non-managed Assets ($) | $7,720,188,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $144,189,000 | 26 |
| 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 | $15,310,000 | 30 |
| Number of Managed Accounts | $15,055,000 | 19 |
| Number of Non-Managed Accounts | $255,000 | 130 |
| Total fiduciary and related assets | $45,479,401,000 | 22 |
| Managed Assets ($) | $38,026,083,000 | 13 |
| Non-managed Assets ($) | $7,453,318,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $105,673,000 | 26 |
| 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 | $14,583,000 | 31 |
| Number of Managed Accounts | $14,327,000 | 21 |
| Number of Non-Managed Accounts | $256,000 | 127 |
| Total fiduciary and related assets | $42,458,496,000 | 22 |
| Managed Assets ($) | $35,495,032,000 | 14 |
| Non-managed Assets ($) | $6,963,464,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,364,000 | 26 |
| 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 | $13,825,000 | 31 |
| Number of Managed Accounts | $13,571,000 | 21 |
| Number of Non-Managed Accounts | $254,000 | 129 |
| Total fiduciary and related assets | $40,336,916,000 | 22 |
| Managed Assets ($) | $33,867,308,000 | 14 |
| Non-managed Assets ($) | $6,469,608,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,101,000 | 26 |
| 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 | $13,209,000 | 31 |
| Number of Managed Accounts | $12,956,000 | 22 |
| Number of Non-Managed Accounts | $253,000 | 152 |
| Total fiduciary and related assets | $39,393,591,000 | 21 |
| Managed Assets ($) | $32,645,859,000 | 14 |
| Non-managed Assets ($) | $6,747,732,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $123,722,000 | 25 |
| 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 | $12,438,000 | 32 |
| Number of Managed Accounts | $12,187,000 | 22 |
| Number of Non-Managed Accounts | $251,000 | 130 |
| Total fiduciary and related assets | $36,901,753,000 | 24 |
| Managed Assets ($) | $30,863,763,000 | 15 |
| Non-managed Assets ($) | $6,037,990,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $90,931,000 | 26 |
| 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 | $11,771,000 | 33 |
| Number of Managed Accounts | $11,420,000 | 24 |
| Number of Non-Managed Accounts | $351,000 | 107 |
| Total fiduciary and related assets | $37,476,305,000 | 26 |
| Managed Assets ($) | $30,795,522,000 | 16 |
| Non-managed Assets ($) | $6,680,783,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,504,000 | 27 |
| 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 | $11,079,000 | 34 |
| Number of Managed Accounts | $10,731,000 | 25 |
| Number of Non-Managed Accounts | $348,000 | 113 |
| Total fiduciary and related assets | $36,043,826,000 | 26 |
| Managed Assets ($) | $29,578,257,000 | 16 |
| Non-managed Assets ($) | $6,465,569,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,563,000 | 27 |
| 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 | $43,428,000 | 17 |
| Number of Managed Accounts | $10,095,000 | 26 |
| Number of Non-Managed Accounts | $33,333,000 | 11 |
| Total fiduciary and related assets | $30,197,195,000 | 31 |
| Managed Assets ($) | $27,923,663,000 | 17 |
| Non-managed Assets ($) | $2,273,532,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,305,000 | 31 |
| 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 | $40,552,000 | 18 |
| Number of Managed Accounts | $9,557,000 | 27 |
| Number of Non-Managed Accounts | $30,995,000 | 12 |
| Total fiduciary and related assets | $28,234,441,000 | 31 |
| Managed Assets ($) | $26,167,934,000 | 19 |
| Non-managed Assets ($) | $2,066,507,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,187,000 | 31 |
| 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 | $39,478,000 | 19 |
| Number of Managed Accounts | $8,899,000 | 28 |
| Number of Non-Managed Accounts | $30,579,000 | 13 |
| Total fiduciary and related assets | $26,887,226,000 | 33 |
| Managed Assets ($) | $24,932,561,000 | 20 |
| Non-managed Assets ($) | $1,954,665,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,643,000 | 31 |
| 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 | $34,320,000 | 21 |
| Number of Managed Accounts | $8,408,000 | 29 |
| Number of Non-Managed Accounts | $25,912,000 | 15 |
| Total fiduciary and related assets | $24,390,000,000 | 35 |
| Managed Assets ($) | $22,849,465,000 | 22 |
| Non-managed Assets ($) | $1,540,535,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,584,000 | 31 |
| 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 | $8,174,000 | 40 |
| Number of Managed Accounts | $8,032,000 | 29 |
| Number of Non-Managed Accounts | $142,000 | 243 |
| Total fiduciary and related assets | $22,279,767,000 | 35 |
| Managed Assets ($) | $21,501,315,000 | 23 |
| Non-managed Assets ($) | $778,452,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,696,000 | 35 |
| 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 | $35,357,000 | 20 |
| Number of Managed Accounts | $35,213,000 | 9 |
| Number of Non-Managed Accounts | $144,000 | 174 |
| Total fiduciary and related assets | $20,344,983,000 | 37 |
| Managed Assets ($) | $19,731,723,000 | 24 |
| Non-managed Assets ($) | $613,260,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,274,000 | 34 |
| 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 | $32,549,000 | 20 |
| Number of Managed Accounts | $32,401,000 | 9 |
| Number of Non-Managed Accounts | $148,000 | 175 |
| Total fiduciary and related assets | $18,554,043,000 | 37 |
| Managed Assets ($) | $17,994,467,000 | 25 |
| Non-managed Assets ($) | $559,576,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,849,000 | 34 |
| 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 | $29,369,000 | 21 |
| Number of Managed Accounts | $29,223,000 | 9 |
| Number of Non-Managed Accounts | $146,000 | 178 |
| Total fiduciary and related assets | $17,458,229,000 | 39 |
| Managed Assets ($) | $16,927,839,000 | 25 |
| Non-managed Assets ($) | $530,390,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,466,000 | 36 |
| 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 | $6,744,000 | 42 |
| Number of Managed Accounts | $6,596,000 | 28 |
| Number of Non-Managed Accounts | $148,000 | 248 |
| Total fiduciary and related assets | $15,880,416,000 | 39 |
| Managed Assets ($) | $15,376,211,000 | 25 |
| Non-managed Assets ($) | $504,205,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,805,000 | 37 |
| 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 | $3,717,000 | 65 |
| Number of Managed Accounts | $3,552,000 | 45 |
| Number of Non-Managed Accounts | $165,000 | 160 |
| Total fiduciary and related assets | $15,291,675,000 | 39 |
| Managed Assets ($) | $14,205,805,000 | 25 |
| Non-managed Assets ($) | $1,085,870,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,679,000 | 37 |
| 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 | $6,844,000 | 42 |
| Number of Managed Accounts | $6,804,000 | 27 |
| Number of Non-Managed Accounts | $40,000 | 275 |
| Total fiduciary and related assets | $13,435,479,000 | 42 |
| Managed Assets ($) | $13,013,794,000 | 28 |
| Non-managed Assets ($) | $421,685,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,471,000 | 38 |
| 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 | $6,658,000 | 45 |
| Number of Managed Accounts | $6,620,000 | 29 |
| Number of Non-Managed Accounts | $38,000 | 272 |
| Total fiduciary and related assets | $12,708,225,000 | 45 |
| Managed Assets ($) | $12,397,751,000 | 28 |
| Non-managed Assets ($) | $310,474,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,116,000 | 39 |
| 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 | $6,407,000 | 45 |
| Number of Managed Accounts | $6,368,000 | 29 |
| Number of Non-Managed Accounts | $39,000 | 541 |
| Total fiduciary and related assets | $11,334,351,000 | 46 |
| Managed Assets ($) | $11,060,951,000 | 28 |
| Non-managed Assets ($) | $273,400,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,117,000 | 49 |
| Number of Managed Accounts | $6,082,000 | 32 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $10,205,214,000 | 49 |
| Managed Assets ($) | $9,958,075,000 | 31 |
| Non-managed Assets ($) | $247,139,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,852,000 | 52 |
| Number of Managed Accounts | $5,818,000 | 33 |
| Number of Non-Managed Accounts | $34,000 | 298 |
| Total fiduciary and related assets | $10,323,340,000 | 51 |
| Managed Assets ($) | $10,111,796,000 | 33 |
| Non-managed Assets ($) | $211,544,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,643,000 | 52 |
| Number of Managed Accounts | $5,612,000 | 32 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $9,569,814,000 | 52 |
| Managed Assets ($) | $9,398,517,000 | 35 |
| Non-managed Assets ($) | $171,297,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,064,000 | 58 |
| Number of Managed Accounts | $5,033,000 | 35 |
| Number of Non-Managed Accounts | $31,000 | 634 |
| Total fiduciary and related assets | $8,640,864,000 | 56 |
| Managed Assets ($) | $8,463,595,000 | 36 |
| Non-managed Assets ($) | $177,269,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,388,000 | 51 |
| Number of Managed Accounts | $5,358,000 | 32 |
| Number of Non-Managed Accounts | $30,000 | 296 |
| Total fiduciary and related assets | $7,671,085,000 | 59 |
| Managed Assets ($) | $7,504,829,000 | 38 |
| Non-managed Assets ($) | $166,256,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,981,000 | 54 |
| Number of Managed Accounts | $4,946,000 | 34 |
| Number of Non-Managed Accounts | $35,000 | 292 |
| Total fiduciary and related assets | $6,870,206,000 | 58 |
| Managed Assets ($) | $6,585,612,000 | 41 |
| Non-managed Assets ($) | $284,594,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,728,000 | 57 |
| Number of Managed Accounts | $4,694,000 | 34 |
| Number of Non-Managed Accounts | $34,000 | 297 |
| Total fiduciary and related assets | $5,753,073,000 | 64 |
| Managed Assets ($) | $5,454,306,000 | 44 |
| Non-managed Assets ($) | $298,767,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,627,000 | 65 |
| Number of Managed Accounts | $4,589,000 | 37 |
| Number of Non-Managed Accounts | $38,000 | 590 |
| Total fiduciary and related assets | $5,431,767,000 | 65 |
| Managed Assets ($) | $5,140,245,000 | 48 |
| Non-managed Assets ($) | $291,522,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,486,000 | 64 |
| Number of Managed Accounts | $4,449,000 | 40 |
| Number of Non-Managed Accounts | $37,000 | 277 |
| Total fiduciary and related assets | $5,107,646,000 | 67 |
| Managed Assets ($) | $4,826,020,000 | 49 |
| Non-managed Assets ($) | $281,626,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,373,000 | 68 |
| Number of Managed Accounts | $4,338,000 | 44 |
| Number of Non-Managed Accounts | $35,000 | 290 |
| Total fiduciary and related assets | $4,505,619,000 | 71 |
| Managed Assets ($) | $4,286,205,000 | 53 |
| Non-managed Assets ($) | $219,414,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,313,000 | 66 |
| Number of Managed Accounts | $4,281,000 | 42 |
| Number of Non-Managed Accounts | $32,000 | 294 |
| Total fiduciary and related assets | $4,005,934,000 | 74 |
| Managed Assets ($) | $3,842,740,000 | 53 |
| Non-managed Assets ($) | $163,194,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,231,000 | 74 |
| Number of Managed Accounts | $4,199,000 | 43 |
| Number of Non-Managed Accounts | $32,000 | 649 |
| Total fiduciary and related assets | $4,138,385,000 | 75 |
| Managed Assets ($) | $3,963,226,000 | 53 |
| Non-managed Assets ($) | $175,159,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,047,000 | 74 |
| Number of Managed Accounts | $4,012,000 | 46 |
| Number of Non-Managed Accounts | $35,000 | 308 |
| Total fiduciary and related assets | $4,539,603,000 | 75 |
| Managed Assets ($) | $4,325,580,000 | 53 |
| Non-managed Assets ($) | $214,023,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,870,000 | 77 |
| Number of Managed Accounts | $3,832,000 | 48 |
| Number of Non-Managed Accounts | $38,000 | 303 |
| Total fiduciary and related assets | $4,657,268,000 | 79 |
| Managed Assets ($) | $4,419,036,000 | 56 |
| Non-managed Assets ($) | $238,232,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,666,000 | 82 |
| Number of Managed Accounts | $3,626,000 | 53 |
| Number of Non-Managed Accounts | $40,000 | 301 |
| Total fiduciary and related assets | $4,556,251,000 | 81 |
| Managed Assets ($) | $4,296,501,000 | 56 |
| Non-managed Assets ($) | $259,750,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,528,000 | 83 |
| Number of Managed Accounts | $3,469,000 | 54 |
| Number of Non-Managed Accounts | $59,000 | 506 |
| Total fiduciary and related assets | $4,606,370,000 | 80 |
| Managed Assets ($) | $4,329,669,000 | 56 |
| Non-managed Assets ($) | $276,701,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,345,000 | 79 |
| Number of Managed Accounts | $3,307,000 | 52 |
| Number of Non-Managed Accounts | $38,000 | 295 |
| Total fiduciary and related assets | $4,417,579,000 | 81 |
| Managed Assets ($) | $4,147,501,000 | 58 |
| Non-managed Assets ($) | $270,078,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,257,000 | 82 |
| Number of Managed Accounts | $3,220,000 | 56 |
| Number of Non-Managed Accounts | $37,000 | 303 |
| Total fiduciary and related assets | $4,244,760,000 | 86 |
| Managed Assets ($) | $3,992,293,000 | 60 |
| Non-managed Assets ($) | $252,467,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,123,000 | 83 |
| Number of Managed Accounts | $3,086,000 | 57 |
| Number of Non-Managed Accounts | $37,000 | 306 |
| Total fiduciary and related assets | $4,054,495,000 | 86 |
| Managed Assets ($) | $3,813,465,000 | 59 |
| Non-managed Assets ($) | $241,030,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,054,000 | 87 |
| Number of Managed Accounts | $3,014,000 | 56 |
| Number of Non-Managed Accounts | $40,000 | 613 |
| Total fiduciary and related assets | $3,990,063,000 | 86 |
| Managed Assets ($) | $3,750,806,000 | 59 |
| Non-managed Assets ($) | $239,257,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,927,000 | 90 |
| Number of Managed Accounts | $2,888,000 | 63 |
| Number of Non-Managed Accounts | $39,000 | 301 |
| Total fiduciary and related assets | $3,729,777,000 | 89 |
| Managed Assets ($) | $3,497,591,000 | 66 |
| Non-managed Assets ($) | $232,186,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,984,000 | 94 |
| Number of Managed Accounts | $2,837,000 | 67 |
| Number of Non-Managed Accounts | $147,000 | 212 |
| Total fiduciary and related assets | $5,664,540,000 | 80 |
| Managed Assets ($) | $3,307,618,000 | 71 |
| Non-managed Assets ($) | $2,356,922,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,928,000 | 94 |
| Number of Managed Accounts | $2,778,000 | 67 |
| Number of Non-Managed Accounts | $150,000 | 212 |
| Total fiduciary and related assets | $5,704,789,000 | 79 |
| Managed Assets ($) | $3,253,205,000 | 71 |
| Non-managed Assets ($) | $2,451,584,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,864,000 | 102 |
| Number of Managed Accounts | $2,717,000 | 71 |
| Number of Non-Managed Accounts | $147,000 | 304 |
| Total fiduciary and related assets | $5,365,704,000 | 83 |
| Managed Assets ($) | $3,024,693,000 | 73 |
| Non-managed Assets ($) | $2,341,011,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,804,000 | 95 |
| Number of Managed Accounts | $2,656,000 | 72 |
| Number of Non-Managed Accounts | $148,000 | 213 |
| Total fiduciary and related assets | $5,245,039,000 | 83 |
| Managed Assets ($) | $2,926,839,000 | 74 |
| Non-managed Assets ($) | $2,318,200,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,766,000 | 96 |
| Number of Managed Accounts | $2,615,000 | 71 |
| Number of Non-Managed Accounts | $151,000 | 215 |
| Total fiduciary and related assets | $5,012,152,000 | 81 |
| Managed Assets ($) | $2,804,522,000 | 73 |
| Non-managed Assets ($) | $2,207,630,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,717,000 | 102 |
| Number of Managed Accounts | $2,570,000 | 75 |
| Number of Non-Managed Accounts | $147,000 | 217 |
| Total fiduciary and related assets | $4,921,502,000 | 84 |
| Managed Assets ($) | $2,694,419,000 | 76 |
| Non-managed Assets ($) | $2,227,083,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,782,000 | 109 |
| Number of Managed Accounts | $2,635,000 | 76 |
| Number of Non-Managed Accounts | $147,000 | 312 |
| Total fiduciary and related assets | $5,001,505,000 | 83 |
| Managed Assets ($) | $2,760,638,000 | 77 |
| Non-managed Assets ($) | $2,240,867,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,755,000 | 100 |
| Number of Managed Accounts | $2,609,000 | 73 |
| Number of Non-Managed Accounts | $146,000 | 223 |
| Total fiduciary and related assets | $4,668,866,000 | 84 |
| Managed Assets ($) | $2,582,859,000 | 78 |
| Non-managed Assets ($) | $2,086,007,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,714,000 | 102 |
| Number of Managed Accounts | $2,566,000 | 74 |
| Number of Non-Managed Accounts | $148,000 | 229 |
| Total fiduciary and related assets | $4,777,529,000 | 85 |
| Managed Assets ($) | $2,478,093,000 | 82 |
| Non-managed Assets ($) | $2,299,436,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,698,000 | 102 |
| Number of Managed Accounts | $2,526,000 | 75 |
| Number of Non-Managed Accounts | $172,000 | 212 |
| Total fiduciary and related assets | $5,419,095,000 | 82 |
| Managed Assets ($) | $2,457,696,000 | 83 |
| Non-managed Assets ($) | $2,961,399,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,611,000 | 116 |
| Number of Managed Accounts | $2,449,000 | 81 |
| Number of Non-Managed Accounts | $162,000 | 314 |
| Total fiduciary and related assets | $5,237,110,000 | 86 |
| Managed Assets ($) | $2,346,564,000 | 85 |
| Non-managed Assets ($) | $2,890,546,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,502,000 | 115 |
| Number of Managed Accounts | $2,337,000 | 80 |
| Number of Non-Managed Accounts | $165,000 | 228 |
| Total fiduciary and related assets | $4,765,115,000 | 91 |
| Managed Assets ($) | $2,087,991,000 | 88 |
| Non-managed Assets ($) | $2,677,124,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,318,000 | 121 |
| Number of Managed Accounts | $2,153,000 | 86 |
| Number of Non-Managed Accounts | $165,000 | 238 |
| Total fiduciary and related assets | $4,495,802,000 | 94 |
| Managed Assets ($) | $1,950,129,000 | 93 |
| Non-managed Assets ($) | $2,545,673,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,185,000 | 129 |
| Number of Managed Accounts | $2,033,000 | 97 |
| Number of Non-Managed Accounts | $152,000 | 246 |
| Total fiduciary and related assets | $3,993,839,000 | 97 |
| Managed Assets ($) | $1,750,511,000 | 100 |
| Non-managed Assets ($) | $2,243,328,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,050,000 | 140 |
| Number of Managed Accounts | $1,941,000 | 104 |
| Number of Non-Managed Accounts | $109,000 | 405 |
| Total fiduciary and related assets | $4,058,834,000 | 95 |
| Managed Assets ($) | $1,687,610,000 | 104 |
| Non-managed Assets ($) | $2,371,224,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |