Home > Truist Bank > Fiduciary and Related Services
Truist Bank, Fiduciary and Related Services
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $32,429,000 | 19 |
| Number of Managed Accounts | $29,301,000 | 12 |
| Number of Non-Managed Accounts | $3,128,000 | 35 |
| Total fiduciary and related assets | $121,644,000,000 | 23 |
| Managed Assets ($) | $80,730,000,000 | 13 |
| Non-managed Assets ($) | $40,914,000,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $449,000,000 | 18 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $33,609,000 | 21 |
| Number of Managed Accounts | $30,007,000 | 14 |
| Number of Non-Managed Accounts | $3,602,000 | 34 |
| Total fiduciary and related assets | $123,478,000,000 | 22 |
| Managed Assets ($) | $82,196,000,000 | 14 |
| Non-managed Assets ($) | $41,282,000,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $337,000,000 | 18 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $34,519,000 | 21 |
| Number of Managed Accounts | $30,916,000 | 14 |
| Number of Non-Managed Accounts | $3,603,000 | 34 |
| Total fiduciary and related assets | $119,630,000,000 | 21 |
| Managed Assets ($) | $79,304,000,000 | 14 |
| Non-managed Assets ($) | $40,326,000,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $221,000,000 | 18 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $35,771,000 | 21 |
| Number of Managed Accounts | $32,017,000 | 14 |
| Number of Non-Managed Accounts | $3,754,000 | 33 |
| Total fiduciary and related assets | $120,341,000,000 | 20 |
| Managed Assets ($) | $79,298,000,000 | 13 |
| Non-managed Assets ($) | $41,043,000,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,000,000 | 17 |
| 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 | $36,671,000 | 22 |
| Number of Managed Accounts | $32,880,000 | 14 |
| Number of Non-Managed Accounts | $3,791,000 | 32 |
| Total fiduciary and related assets | $115,263,000,000 | 20 |
| Managed Assets ($) | $76,293,000,000 | 13 |
| Non-managed Assets ($) | $38,970,000,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $424,000,000 | 17 |
| 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 | $37,270,000 | 21 |
| Number of Managed Accounts | $33,501,000 | 14 |
| Number of Non-Managed Accounts | $3,769,000 | 32 |
| Total fiduciary and related assets | $108,459,000,000 | 20 |
| Managed Assets ($) | $71,328,000,000 | 13 |
| Non-managed Assets ($) | $37,131,000,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000,000 | 17 |
| 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 | $37,568,000 | 20 |
| Number of Managed Accounts | $33,775,000 | 13 |
| Number of Non-Managed Accounts | $3,793,000 | 33 |
| Total fiduciary and related assets | $110,798,000,000 | 20 |
| Managed Assets ($) | $72,268,000,000 | 13 |
| Non-managed Assets ($) | $38,530,000,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,000,000 | 17 |
| 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 | $37,959,000 | 22 |
| Number of Managed Accounts | $34,050,000 | 14 |
| Number of Non-Managed Accounts | $3,909,000 | 35 |
| Total fiduciary and related assets | $106,920,000,000 | 22 |
| Managed Assets ($) | $69,704,000,000 | 14 |
| Non-managed Assets ($) | $37,216,000,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,000,000 | 18 |
| 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 | $39,003,000 | 20 |
| Number of Managed Accounts | $34,987,000 | 14 |
| Number of Non-Managed Accounts | $4,016,000 | 34 |
| Total fiduciary and related assets | $103,447,000,000 | 23 |
| Managed Assets ($) | $68,627,000,000 | 13 |
| Non-managed Assets ($) | $34,820,000,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $431,000,000 | 16 |
| 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 | $39,217,000 | 20 |
| Number of Managed Accounts | $35,510,000 | 14 |
| Number of Non-Managed Accounts | $3,707,000 | 34 |
| Total fiduciary and related assets | $97,498,000,000 | 23 |
| Managed Assets ($) | $64,394,000,000 | 13 |
| Non-managed Assets ($) | $33,104,000,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,000,000 | 16 |
| 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 | $39,259,000 | 19 |
| Number of Managed Accounts | $35,365,000 | 14 |
| Number of Non-Managed Accounts | $3,894,000 | 28 |
| Total fiduciary and related assets | $104,477,000,000 | 18 |
| Managed Assets ($) | $66,370,000,000 | 13 |
| Non-managed Assets ($) | $38,107,000,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $222,000,000 | 13 |
| 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 | $40,480,000 | 17 |
| Number of Managed Accounts | $36,381,000 | 14 |
| Number of Non-Managed Accounts | $4,099,000 | 26 |
| Total fiduciary and related assets | $115,230,000,000 | 18 |
| Managed Assets ($) | $74,278,000,000 | 13 |
| Non-managed Assets ($) | $40,952,000,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $115,000,000 | 13 |
| 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 | $40,747,000 | 17 |
| Number of Managed Accounts | $36,576,000 | 13 |
| Number of Non-Managed Accounts | $4,171,000 | 26 |
| Total fiduciary and related assets | $121,775,000,000 | 18 |
| Managed Assets ($) | $77,151,000,000 | 13 |
| Non-managed Assets ($) | $44,624,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $467,000,000 | 13 |
| 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 | $39,984,000 | 17 |
| Number of Managed Accounts | $36,065,000 | 13 |
| Number of Non-Managed Accounts | $3,919,000 | 28 |
| Total fiduciary and related assets | $117,024,000,000 | 18 |
| Managed Assets ($) | $74,644,000,000 | 13 |
| Non-managed Assets ($) | $42,380,000,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $350,000,000 | 13 |
| 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 | $40,086,000 | 18 |
| Number of Managed Accounts | $36,218,000 | 12 |
| Number of Non-Managed Accounts | $3,868,000 | 28 |
| Total fiduciary and related assets | $116,077,000,000 | 18 |
| Managed Assets ($) | $75,203,000,000 | 13 |
| Non-managed Assets ($) | $40,874,000,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,000,000 | 13 |
| 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 | $41,663,000 | 17 |
| Number of Managed Accounts | $36,538,000 | 11 |
| Number of Non-Managed Accounts | $5,125,000 | 23 |
| Total fiduciary and related assets | $111,333,000,000 | 19 |
| Managed Assets ($) | $72,348,000,000 | 13 |
| Non-managed Assets ($) | $38,985,000,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $118,000,000 | 13 |
| 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 | $43,138,000 | 17 |
| Number of Managed Accounts | $36,137,000 | 11 |
| Number of Non-Managed Accounts | $7,001,000 | 22 |
| Total fiduciary and related assets | $120,944,000,000 | 18 |
| Managed Assets ($) | $70,609,000,000 | 13 |
| Non-managed Assets ($) | $50,335,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $472,000,000 | 13 |
| 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 | $43,438,000 | 17 |
| Number of Managed Accounts | $36,500,000 | 11 |
| Number of Non-Managed Accounts | $6,938,000 | 22 |
| Total fiduciary and related assets | $111,674,000,000 | 18 |
| Managed Assets ($) | $65,825,000,000 | 13 |
| Non-managed Assets ($) | $45,849,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $351,000,000 | 13 |
| 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 | $44,505,000 | 17 |
| Number of Managed Accounts | $37,193,000 | 11 |
| Number of Non-Managed Accounts | $7,312,000 | 22 |
| Total fiduciary and related assets | $118,560,000,000 | 16 |
| Managed Assets ($) | $64,998,000,000 | 12 |
| Non-managed Assets ($) | $53,562,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $229,000,000 | 13 |
| 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 | $44,890,000 | 17 |
| Number of Managed Accounts | $37,476,000 | 11 |
| Number of Non-Managed Accounts | $7,414,000 | 22 |
| Total fiduciary and related assets | $106,004,000,000 | 16 |
| Managed Assets ($) | $57,155,000,000 | 12 |
| Non-managed Assets ($) | $48,849,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $118,000,000 | 13 |
| 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 | $45,253,000 | 17 |
| Number of Managed Accounts | $37,671,000 | 11 |
| Number of Non-Managed Accounts | $7,582,000 | 22 |
| Total fiduciary and related assets | $121,272,000,000 | 15 |
| Managed Assets ($) | $65,344,000,000 | 12 |
| Non-managed Assets ($) | $55,928,000,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,000,000 | 25 |
| 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 | $20,503,000 | 28 |
| Number of Managed Accounts | $16,522,000 | 19 |
| Number of Non-Managed Accounts | $3,981,000 | 24 |
| Total fiduciary and related assets | $42,544,000,000 | 31 |
| Managed Assets ($) | $17,790,000,000 | 29 |
| Non-managed Assets ($) | $24,754,000,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $134,000,000 | 26 |
| 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 | $20,432,000 | 28 |
| Number of Managed Accounts | $16,513,000 | 19 |
| Number of Non-Managed Accounts | $3,919,000 | 25 |
| Total fiduciary and related assets | $41,613,000,000 | 30 |
| Managed Assets ($) | $17,847,000,000 | 28 |
| Non-managed Assets ($) | $23,766,000,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,000,000 | 26 |
| 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 | $20,489,000 | 28 |
| Number of Managed Accounts | $16,551,000 | 19 |
| Number of Non-Managed Accounts | $3,938,000 | 24 |
| Total fiduciary and related assets | $40,620,000,000 | 30 |
| Managed Assets ($) | $17,280,000,000 | 29 |
| Non-managed Assets ($) | $23,340,000,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,000,000 | 26 |
| 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 | $20,648,000 | 28 |
| Number of Managed Accounts | $16,687,000 | 20 |
| Number of Non-Managed Accounts | $3,961,000 | 26 |
| Total fiduciary and related assets | $37,509,000,000 | 30 |
| Managed Assets ($) | $16,038,000,000 | 28 |
| Non-managed Assets ($) | $21,471,000,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $179,000,000 | 26 |
| 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 | $20,590,000 | 27 |
| Number of Managed Accounts | $16,682,000 | 20 |
| Number of Non-Managed Accounts | $3,908,000 | 24 |
| Total fiduciary and related assets | $39,867,000,000 | 30 |
| Managed Assets ($) | $16,885,000,000 | 29 |
| Non-managed Assets ($) | $22,982,000,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $135,000,000 | 26 |
| 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 | $20,662,000 | 27 |
| Number of Managed Accounts | $16,763,000 | 19 |
| Number of Non-Managed Accounts | $3,899,000 | 24 |
| Total fiduciary and related assets | $38,912,000,000 | 30 |
| Managed Assets ($) | $16,482,000,000 | 29 |
| Non-managed Assets ($) | $22,430,000,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,000,000 | 26 |
| 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 | $20,564,000 | 28 |
| Number of Managed Accounts | $16,685,000 | 19 |
| Number of Non-Managed Accounts | $3,879,000 | 26 |
| Total fiduciary and related assets | $38,581,000,000 | 30 |
| Managed Assets ($) | $16,371,000,000 | 29 |
| Non-managed Assets ($) | $22,210,000,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,000,000 | 26 |
| 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 | $20,637,000 | 26 |
| Number of Managed Accounts | $16,728,000 | 19 |
| Number of Non-Managed Accounts | $3,909,000 | 29 |
| Total fiduciary and related assets | $38,409,000,000 | 30 |
| Managed Assets ($) | $16,546,000,000 | 30 |
| Non-managed Assets ($) | $21,863,000,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $173,000,000 | 26 |
| 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 | $20,785,000 | 27 |
| Number of Managed Accounts | $16,907,000 | 19 |
| Number of Non-Managed Accounts | $3,878,000 | 27 |
| Total fiduciary and related assets | $37,154,000,000 | 30 |
| Managed Assets ($) | $16,148,000,000 | 30 |
| Non-managed Assets ($) | $21,006,000,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $128,000,000 | 26 |
| 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 | $20,884,000 | 27 |
| Number of Managed Accounts | $16,998,000 | 18 |
| Number of Non-Managed Accounts | $3,886,000 | 27 |
| Total fiduciary and related assets | $36,244,000,000 | 30 |
| Managed Assets ($) | $15,717,000,000 | 29 |
| Non-managed Assets ($) | $20,527,000,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,000,000 | 25 |
| 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 | $21,074,000 | 27 |
| Number of Managed Accounts | $17,191,000 | 17 |
| Number of Non-Managed Accounts | $3,883,000 | 27 |
| Total fiduciary and related assets | $35,562,169,000 | 30 |
| Managed Assets ($) | $15,577,774,000 | 28 |
| Non-managed Assets ($) | $19,984,395,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,238,000 | 25 |
| 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 | $21,135,000 | 27 |
| Number of Managed Accounts | $17,299,000 | 17 |
| Number of Non-Managed Accounts | $3,836,000 | 29 |
| Total fiduciary and related assets | $33,883,449,000 | 30 |
| Managed Assets ($) | $15,185,662,000 | 28 |
| Non-managed Assets ($) | $18,697,787,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $166,089,000 | 25 |
| 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 | $21,268,000 | 28 |
| Number of Managed Accounts | $17,379,000 | 17 |
| Number of Non-Managed Accounts | $3,889,000 | 26 |
| Total fiduciary and related assets | $33,126,756,000 | 31 |
| Managed Assets ($) | $15,288,870,000 | 28 |
| Non-managed Assets ($) | $17,837,886,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $122,762,000 | 25 |
| 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 | $21,417,000 | 27 |
| Number of Managed Accounts | $17,636,000 | 17 |
| Number of Non-Managed Accounts | $3,781,000 | 27 |
| Total fiduciary and related assets | $34,340,767,000 | 31 |
| Managed Assets ($) | $16,365,889,000 | 27 |
| Non-managed Assets ($) | $17,974,878,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,613,000 | 25 |
| 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 | $16,942,000 | 29 |
| Number of Managed Accounts | $13,370,000 | 22 |
| Number of Non-Managed Accounts | $3,572,000 | 29 |
| Total fiduciary and related assets | $28,939,063,000 | 32 |
| Managed Assets ($) | $12,463,677,000 | 32 |
| Non-managed Assets ($) | $16,475,386,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,613,000 | 25 |
| 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 | $16,967,000 | 28 |
| Number of Managed Accounts | $13,427,000 | 21 |
| Number of Non-Managed Accounts | $3,540,000 | 30 |
| Total fiduciary and related assets | $28,492,051,000 | 31 |
| Managed Assets ($) | $12,505,728,000 | 31 |
| Non-managed Assets ($) | $15,986,323,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $147,559,000 | 24 |
| 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 | $17,051,000 | 28 |
| Number of Managed Accounts | $13,544,000 | 21 |
| Number of Non-Managed Accounts | $3,507,000 | 28 |
| Total fiduciary and related assets | $27,963,393,000 | 31 |
| Managed Assets ($) | $12,985,066,000 | 28 |
| Non-managed Assets ($) | $14,978,327,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $109,947,000 | 24 |
| 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 | $15,151,000 | 28 |
| Number of Managed Accounts | $11,686,000 | 22 |
| Number of Non-Managed Accounts | $3,465,000 | 28 |
| Total fiduciary and related assets | $28,350,220,000 | 32 |
| Managed Assets ($) | $12,587,542,000 | 34 |
| Non-managed Assets ($) | $15,762,678,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,971,000 | 25 |
| 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 | $14,766,000 | 28 |
| Number of Managed Accounts | $11,314,000 | 22 |
| Number of Non-Managed Accounts | $3,452,000 | 29 |
| Total fiduciary and related assets | $28,219,790,000 | 32 |
| Managed Assets ($) | $12,338,014,000 | 33 |
| Non-managed Assets ($) | $15,881,776,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,632,000 | 25 |
| 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 | $14,749,000 | 29 |
| Number of Managed Accounts | $11,314,000 | 20 |
| Number of Non-Managed Accounts | $3,435,000 | 34 |
| Total fiduciary and related assets | $27,232,127,000 | 32 |
| Managed Assets ($) | $11,985,641,000 | 33 |
| Non-managed Assets ($) | $15,246,486,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $139,166,000 | 25 |
| 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 | $14,801,000 | 29 |
| Number of Managed Accounts | $11,334,000 | 20 |
| Number of Non-Managed Accounts | $3,467,000 | 31 |
| Total fiduciary and related assets | $26,849,010,000 | 33 |
| Managed Assets ($) | $11,919,357,000 | 33 |
| Non-managed Assets ($) | $14,929,653,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $104,112,000 | 25 |
| 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 | $15,108,000 | 29 |
| Number of Managed Accounts | $11,678,000 | 20 |
| Number of Non-Managed Accounts | $3,430,000 | 32 |
| Total fiduciary and related assets | $27,312,530,000 | 31 |
| Managed Assets ($) | $12,267,286,000 | 32 |
| Non-managed Assets ($) | $15,045,244,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,906,000 | 25 |
| 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 | $15,021,000 | 30 |
| Number of Managed Accounts | $11,571,000 | 20 |
| Number of Non-Managed Accounts | $3,450,000 | 35 |
| Total fiduciary and related assets | $26,495,752,000 | 32 |
| Managed Assets ($) | $11,965,415,000 | 33 |
| Non-managed Assets ($) | $14,530,337,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,014,000 | 26 |
| 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 | $15,002,000 | 29 |
| Number of Managed Accounts | $11,490,000 | 20 |
| Number of Non-Managed Accounts | $3,512,000 | 35 |
| Total fiduciary and related assets | $26,666,247,000 | 32 |
| Managed Assets ($) | $12,831,774,000 | 30 |
| Non-managed Assets ($) | $13,834,473,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $127,628,000 | 27 |
| 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 | $14,334,000 | 30 |
| Number of Managed Accounts | $10,787,000 | 22 |
| Number of Non-Managed Accounts | $3,547,000 | 33 |
| Total fiduciary and related assets | $25,240,842,000 | 33 |
| Managed Assets ($) | $12,269,431,000 | 30 |
| Non-managed Assets ($) | $12,971,411,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,889,000 | 26 |
| 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 | $14,442,000 | 30 |
| Number of Managed Accounts | $10,870,000 | 21 |
| Number of Non-Managed Accounts | $3,572,000 | 34 |
| Total fiduciary and related assets | $24,827,611,000 | 33 |
| Managed Assets ($) | $11,938,231,000 | 30 |
| Non-managed Assets ($) | $12,889,380,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,485,000 | 26 |
| 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 | $14,501,000 | 30 |
| Number of Managed Accounts | $10,920,000 | 21 |
| Number of Non-Managed Accounts | $3,581,000 | 34 |
| Total fiduciary and related assets | $25,001,512,000 | 33 |
| Managed Assets ($) | $12,138,885,000 | 29 |
| Non-managed Assets ($) | $12,862,627,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,463,000 | 26 |
| 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 | $14,438,000 | 29 |
| Number of Managed Accounts | $10,891,000 | 20 |
| Number of Non-Managed Accounts | $3,547,000 | 36 |
| Total fiduciary and related assets | $23,662,380,000 | 33 |
| Managed Assets ($) | $11,802,770,000 | 30 |
| Non-managed Assets ($) | $11,859,610,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $127,540,000 | 27 |
| 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 | $14,323,000 | 29 |
| Number of Managed Accounts | $10,816,000 | 20 |
| Number of Non-Managed Accounts | $3,507,000 | 33 |
| Total fiduciary and related assets | $23,638,297,000 | 31 |
| Managed Assets ($) | $11,889,968,000 | 30 |
| Non-managed Assets ($) | $11,748,329,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,447,000 | 27 |
| 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 | $14,304,000 | 28 |
| Number of Managed Accounts | $10,813,000 | 19 |
| Number of Non-Managed Accounts | $3,491,000 | 35 |
| Total fiduciary and related assets | $22,360,432,000 | 33 |
| Managed Assets ($) | $11,438,227,000 | 30 |
| Non-managed Assets ($) | $10,922,205,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,375,000 | 25 |
| 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 | $14,193,000 | 29 |
| Number of Managed Accounts | $10,692,000 | 20 |
| Number of Non-Managed Accounts | $3,501,000 | 36 |
| Total fiduciary and related assets | $22,704,822,000 | 33 |
| Managed Assets ($) | $11,590,207,000 | 29 |
| Non-managed Assets ($) | $11,114,615,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,569,000 | 25 |
| 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 | $14,149,000 | 28 |
| Number of Managed Accounts | $10,621,000 | 21 |
| Number of Non-Managed Accounts | $3,528,000 | 36 |
| Total fiduciary and related assets | $21,271,681,000 | 33 |
| Managed Assets ($) | $11,116,664,000 | 27 |
| Non-managed Assets ($) | $10,155,017,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,144,000 | 22 |
| 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 | $14,210,000 | 29 |
| Number of Managed Accounts | $10,695,000 | 21 |
| Number of Non-Managed Accounts | $3,515,000 | 34 |
| Total fiduciary and related assets | $20,520,425,000 | 35 |
| Managed Assets ($) | $10,871,569,000 | 29 |
| Non-managed Assets ($) | $9,648,856,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,280,000 | 24 |
| 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 | $14,075,000 | 30 |
| Number of Managed Accounts | $10,545,000 | 21 |
| Number of Non-Managed Accounts | $3,530,000 | 35 |
| Total fiduciary and related assets | $22,310,176,000 | 34 |
| Managed Assets ($) | $11,657,100,000 | 29 |
| Non-managed Assets ($) | $10,653,076,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,131,000 | 22 |
| 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 | $14,564,000 | 29 |
| Number of Managed Accounts | $10,490,000 | 20 |
| Number of Non-Managed Accounts | $4,074,000 | 30 |
| Total fiduciary and related assets | $21,883,792,000 | 35 |
| Managed Assets ($) | $11,358,126,000 | 30 |
| Non-managed Assets ($) | $10,525,666,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,557,000 | 23 |
| 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 | $14,520,000 | 30 |
| Number of Managed Accounts | $10,476,000 | 21 |
| Number of Non-Managed Accounts | $4,044,000 | 33 |
| Total fiduciary and related assets | $21,144,280,000 | 36 |
| Managed Assets ($) | $11,026,599,000 | 31 |
| Non-managed Assets ($) | $10,117,681,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $109,476,000 | 24 |
| 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 | $14,534,000 | 29 |
| Number of Managed Accounts | $10,470,000 | 19 |
| Number of Non-Managed Accounts | $4,064,000 | 32 |
| Total fiduciary and related assets | $20,048,869,000 | 36 |
| Managed Assets ($) | $10,678,687,000 | 30 |
| Non-managed Assets ($) | $9,370,182,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $81,001,000 | 24 |
| 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 | $14,210,000 | 31 |
| Number of Managed Accounts | $10,364,000 | 19 |
| Number of Non-Managed Accounts | $3,846,000 | 35 |
| Total fiduciary and related assets | $19,155,980,000 | 36 |
| Managed Assets ($) | $10,211,696,000 | 29 |
| Non-managed Assets ($) | $8,944,284,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,597,000 | 24 |
| 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 | $14,247,000 | 31 |
| Number of Managed Accounts | $10,587,000 | 19 |
| Number of Non-Managed Accounts | $3,660,000 | 36 |
| Total fiduciary and related assets | $20,511,893,000 | 35 |
| Managed Assets ($) | $11,001,560,000 | 30 |
| Non-managed Assets ($) | $9,510,333,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,539,000 | 24 |
| 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 | $14,082,000 | 34 |
| Number of Managed Accounts | $10,458,000 | 20 |
| Number of Non-Managed Accounts | $3,624,000 | 39 |
| Total fiduciary and related assets | $19,718,599,000 | 36 |
| Managed Assets ($) | $10,570,927,000 | 32 |
| Non-managed Assets ($) | $9,147,672,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,173,000 | 25 |
| 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 | $14,820,000 | 34 |
| Number of Managed Accounts | $10,433,000 | 21 |
| Number of Non-Managed Accounts | $4,387,000 | 36 |
| Total fiduciary and related assets | $15,362,663,000 | 44 |
| Managed Assets ($) | $10,385,570,000 | 35 |
| Non-managed Assets ($) | $4,977,093,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $77,944,000 | 26 |
| 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 | $14,793,000 | 34 |
| Number of Managed Accounts | $10,440,000 | 21 |
| Number of Non-Managed Accounts | $4,353,000 | 36 |
| Total fiduciary and related assets | $13,950,114,000 | 45 |
| Managed Assets ($) | $9,493,987,000 | 35 |
| Non-managed Assets ($) | $4,456,127,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,322,000 | 25 |
| 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 | $15,036,000 | 33 |
| Number of Managed Accounts | $10,630,000 | 21 |
| Number of Non-Managed Accounts | $4,406,000 | 34 |
| Total fiduciary and related assets | $13,216,744,000 | 45 |
| Managed Assets ($) | $8,979,305,000 | 36 |
| Non-managed Assets ($) | $4,237,439,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,553,000 | 25 |
| 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 | $14,871,000 | 35 |
| Number of Managed Accounts | $10,626,000 | 23 |
| Number of Non-Managed Accounts | $4,245,000 | 38 |
| Total fiduciary and related assets | $13,500,725,000 | 46 |
| Managed Assets ($) | $9,467,256,000 | 36 |
| Non-managed Assets ($) | $4,033,469,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $109,653,000 | 24 |
| 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 | $14,505,000 | 34 |
| Number of Managed Accounts | $10,614,000 | 22 |
| Number of Non-Managed Accounts | $3,891,000 | 36 |
| Total fiduciary and related assets | $14,667,656,000 | 46 |
| Managed Assets ($) | $10,060,017,000 | 38 |
| Non-managed Assets ($) | $4,607,639,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,936,000 | 27 |
| 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 | $14,346,000 | 35 |
| Number of Managed Accounts | $10,458,000 | 23 |
| Number of Non-Managed Accounts | $3,888,000 | 38 |
| Total fiduciary and related assets | $13,897,628,000 | 51 |
| Managed Assets ($) | $9,509,781,000 | 44 |
| Non-managed Assets ($) | $4,387,847,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,942,000 | 29 |
| 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 | $14,233,000 | 34 |
| Number of Managed Accounts | $10,407,000 | 23 |
| Number of Non-Managed Accounts | $3,826,000 | 35 |
| Total fiduciary and related assets | $13,727,625,000 | 50 |
| Managed Assets ($) | $9,534,761,000 | 44 |
| Non-managed Assets ($) | $4,192,864,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,794,000 | 29 |
| 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 | $14,058,000 | 36 |
| Number of Managed Accounts | $10,352,000 | 25 |
| Number of Non-Managed Accounts | $3,706,000 | 39 |
| Total fiduciary and related assets | $14,227,548,000 | 49 |
| Managed Assets ($) | $9,797,580,000 | 44 |
| Non-managed Assets ($) | $4,429,968,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $116,984,000 | 28 |
| 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 | $14,057,000 | 37 |
| Number of Managed Accounts | $10,365,000 | 24 |
| Number of Non-Managed Accounts | $3,692,000 | 35 |
| Total fiduciary and related assets | $14,392,776,000 | 48 |
| Managed Assets ($) | $9,919,130,000 | 44 |
| Non-managed Assets ($) | $4,473,646,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,835,000 | 29 |
| 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 | $14,105,000 | 35 |
| Number of Managed Accounts | $10,371,000 | 22 |
| Number of Non-Managed Accounts | $3,734,000 | 35 |
| Total fiduciary and related assets | $13,985,107,000 | 50 |
| Managed Assets ($) | $9,697,560,000 | 44 |
| Non-managed Assets ($) | $4,287,547,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,769,000 | 31 |
| 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 | $14,005,000 | 36 |
| Number of Managed Accounts | $10,311,000 | 23 |
| Number of Non-Managed Accounts | $3,694,000 | 37 |
| Total fiduciary and related assets | $13,458,732,000 | 53 |
| Managed Assets ($) | $9,401,586,000 | 44 |
| Non-managed Assets ($) | $4,057,146,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,573,000 | 31 |
| 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 | $14,109,000 | 36 |
| Number of Managed Accounts | $10,402,000 | 23 |
| Number of Non-Managed Accounts | $3,707,000 | 41 |
| Total fiduciary and related assets | $13,384,243,000 | 52 |
| Managed Assets ($) | $9,166,908,000 | 44 |
| Non-managed Assets ($) | $4,217,335,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,721,000 | 31 |
| 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 | $9,074,000 | 44 |
| Number of Managed Accounts | $6,917,000 | 33 |
| Number of Non-Managed Accounts | $2,157,000 | 50 |
| Total fiduciary and related assets | $9,870,481,000 | 65 |
| Managed Assets ($) | $7,478,855,000 | 51 |
| Non-managed Assets ($) | $2,391,626,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $67,124,000 | 34 |
| 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 | $9,209,000 | 45 |
| Number of Managed Accounts | $7,035,000 | 33 |
| Number of Non-Managed Accounts | $2,174,000 | 48 |
| Total fiduciary and related assets | $9,888,712,000 | 65 |
| Managed Assets ($) | $7,361,522,000 | 53 |
| Non-managed Assets ($) | $2,527,190,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,475,000 | 36 |
| 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 | $9,387,000 | 44 |
| Number of Managed Accounts | $7,190,000 | 32 |
| Number of Non-Managed Accounts | $2,197,000 | 48 |
| Total fiduciary and related assets | $9,913,671,000 | 65 |
| Managed Assets ($) | $7,497,309,000 | 51 |
| Non-managed Assets ($) | $2,416,362,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,494,000 | 35 |
| 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 | $9,713,000 | 48 |
| Number of Managed Accounts | $7,483,000 | 33 |
| Number of Non-Managed Accounts | $2,230,000 | 53 |
| Total fiduciary and related assets | $9,824,434,000 | 63 |
| Managed Assets ($) | $7,457,963,000 | 51 |
| Non-managed Assets ($) | $2,366,471,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $84,514,000 | 40 |
| 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 | $9,843,000 | 44 |
| Number of Managed Accounts | $7,731,000 | 29 |
| Number of Non-Managed Accounts | $2,112,000 | 48 |
| Total fiduciary and related assets | $9,320,424,000 | 67 |
| Managed Assets ($) | $7,070,114,000 | 52 |
| Non-managed Assets ($) | $2,250,310,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,918,000 | 39 |
| 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 | $10,065,000 | 43 |
| Number of Managed Accounts | $7,917,000 | 26 |
| Number of Non-Managed Accounts | $2,148,000 | 48 |
| Total fiduciary and related assets | $9,426,935,000 | 60 |
| Managed Assets ($) | $7,143,071,000 | 49 |
| Non-managed Assets ($) | $2,283,864,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,778,000 | 38 |
| 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 | $10,367,000 | 44 |
| Number of Managed Accounts | $8,126,000 | 27 |
| Number of Non-Managed Accounts | $2,241,000 | 51 |
| Total fiduciary and related assets | $9,449,213,000 | 62 |
| Managed Assets ($) | $7,226,034,000 | 50 |
| Non-managed Assets ($) | $2,223,179,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,033,000 | 39 |
| 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 | $10,642,000 | 47 |
| Number of Managed Accounts | $8,248,000 | 28 |
| Number of Non-Managed Accounts | $2,394,000 | 56 |
| Total fiduciary and related assets | $9,698,719,000 | 63 |
| Managed Assets ($) | $7,325,035,000 | 49 |
| Non-managed Assets ($) | $2,373,684,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,372,000 | 38 |
| 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 | $10,910,000 | 43 |
| Number of Managed Accounts | $8,441,000 | 27 |
| Number of Non-Managed Accounts | $2,469,000 | 51 |
| Total fiduciary and related assets | $9,535,670,000 | 62 |
| Managed Assets ($) | $7,026,205,000 | 51 |
| Non-managed Assets ($) | $2,509,465,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,239,000 | 38 |
| 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 | $11,125,000 | 43 |
| Number of Managed Accounts | $8,650,000 | 26 |
| Number of Non-Managed Accounts | $2,475,000 | 50 |
| Total fiduciary and related assets | $9,554,065,000 | 64 |
| Managed Assets ($) | $7,033,646,000 | 49 |
| Non-managed Assets ($) | $2,520,419,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,111,000 | 38 |
| 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 | $11,483,000 | 42 |
| Number of Managed Accounts | $8,843,000 | 27 |
| Number of Non-Managed Accounts | $2,640,000 | 49 |
| Total fiduciary and related assets | $9,432,965,000 | 65 |
| Managed Assets ($) | $6,998,111,000 | 51 |
| Non-managed Assets ($) | $2,434,854,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,788,000 | 39 |
| 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 | $11,826,000 | 43 |
| Number of Managed Accounts | $9,020,000 | 30 |
| Number of Non-Managed Accounts | $2,806,000 | 51 |
| Total fiduciary and related assets | $9,840,356,000 | 66 |
| Managed Assets ($) | $7,045,039,000 | 54 |
| Non-managed Assets ($) | $2,795,317,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,719,000 | 42 |
| 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 | $11,806,000 | 40 |
| Number of Managed Accounts | $9,010,000 | 28 |
| Number of Non-Managed Accounts | $2,796,000 | 53 |
| Total fiduciary and related assets | $8,936,282,000 | 68 |
| Managed Assets ($) | $6,253,442,000 | 57 |
| Non-managed Assets ($) | $2,682,840,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,711,000 | 41 |
| 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 | $12,077,000 | 40 |
| Number of Managed Accounts | $9,130,000 | 27 |
| Number of Non-Managed Accounts | $2,947,000 | 55 |
| Total fiduciary and related assets | $11,455,681,000 | 61 |
| Managed Assets ($) | $6,119,210,000 | 57 |
| Non-managed Assets ($) | $5,336,471,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,714,000 | 41 |
| 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 | $12,350,000 | 41 |
| Number of Managed Accounts | $9,328,000 | 26 |
| Number of Non-Managed Accounts | $3,022,000 | 54 |
| Total fiduciary and related assets | $10,620,570,000 | 64 |
| Managed Assets ($) | $5,730,933,000 | 57 |
| Non-managed Assets ($) | $4,889,637,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,326,000 | 39 |
| 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 | $11,445,000 | 42 |
| Number of Managed Accounts | $10,384,000 | 26 |
| Number of Non-Managed Accounts | $1,061,000 | 98 |
| Total fiduciary and related assets | $8,985,324,000 | 69 |
| Managed Assets ($) | $6,383,850,000 | 53 |
| Non-managed Assets ($) | $2,601,474,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,492,000 | 42 |
| 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 | $8,826,000 | 44 |
| Number of Managed Accounts | $7,811,000 | 29 |
| Number of Non-Managed Accounts | $1,015,000 | 95 |
| Total fiduciary and related assets | $8,901,567,000 | 67 |
| Managed Assets ($) | $5,982,995,000 | 57 |
| Non-managed Assets ($) | $2,918,572,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,205,000 | 38 |
| 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 | $66,568,000 | 44 |
| 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 | $44,850,000 | 59 |
| 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 | $33,919,000 | 72 |
| 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 | $29,140,000 | 76 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $21,717,000 | 93 |
| 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 | $17,476,000 | 107 |
| 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 | $12,538,000 | 134 |
| 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 | $10,859,000 | 144 |
| 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 | $9,432,000 | 148 |