Home > Wells Fargo Trust Company > Fiduciary and Related Services
Wells Fargo Trust Company, Fiduciary and Related Services
| 2025-03-31 | 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 | $388,000 | 323 |
| Number of Managed Accounts | $2,000 | 365 |
| Number of Non-Managed Accounts | $386,000 | 97 |
| Total fiduciary and related assets | $680,961,000 | 301 |
| Managed Assets ($) | $6,383,000 | 368 |
| Non-managed Assets ($) | $674,578,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 918 |
| 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 | $1,574,000 | 171 |
| Number of Managed Accounts | $19,000 | 733 |
| Number of Non-Managed Accounts | $1,555,000 | 50 |
| Total fiduciary and related assets | $713,151,000 | 311 |
| Managed Assets ($) | $5,931,000 | 784 |
| Non-managed Assets ($) | $707,220,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,000 |
| 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 | $1,825,000 | 150 |
| Number of Managed Accounts | $19,000 | 361 |
| Number of Non-Managed Accounts | $1,806,000 | 47 |
| Total fiduciary and related assets | $774,739,000 | 288 |
| Managed Assets ($) | $5,217,000 | 366 |
| Non-managed Assets ($) | $769,522,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 972 |
| 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 | $1,931,000 | 144 |
| Number of Managed Accounts | $19,000 | 441 |
| Number of Non-Managed Accounts | $1,912,000 | 46 |
| Total fiduciary and related assets | $787,655,000 | 293 |
| Managed Assets ($) | $5,148,000 | 445 |
| Non-managed Assets ($) | $782,507,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 962 |
| 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 | $2,274,000 | 129 |
| Number of Managed Accounts | $19,000 | 366 |
| Number of Non-Managed Accounts | $2,255,000 | 38 |
| Total fiduciary and related assets | $849,258,000 | 272 |
| Managed Assets ($) | $5,566,000 | 370 |
| Non-managed Assets ($) | $843,692,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 895 |
| 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 | $4,634,000 | 68 |
| Number of Managed Accounts | $19,000 | 747 |
| Number of Non-Managed Accounts | $4,615,000 | 29 |
| Total fiduciary and related assets | $1,058,840,000 | 242 |
| Managed Assets ($) | $5,008,000 | 802 |
| Non-managed Assets ($) | $1,053,832,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 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 | $4,781,000 | 69 |
| Number of Managed Accounts | $19,000 | 355 |
| Number of Non-Managed Accounts | $4,762,000 | 28 |
| Total fiduciary and related assets | $1,104,782,000 | 231 |
| Managed Assets ($) | $4,866,000 | 359 |
| Non-managed Assets ($) | $1,099,916,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 950 |
| 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 | $5,445,000 | 65 |
| Number of Managed Accounts | $19,000 | 427 |
| Number of Non-Managed Accounts | $5,426,000 | 27 |
| Total fiduciary and related assets | $1,113,720,000 | 223 |
| Managed Assets ($) | $5,462,000 | 431 |
| Non-managed Assets ($) | $1,108,258,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 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 | $5,859,000 | 62 |
| Number of Managed Accounts | $19,000 | 364 |
| Number of Non-Managed Accounts | $5,840,000 | 27 |
| Total fiduciary and related assets | $1,196,475,000 | 225 |
| Managed Assets ($) | $5,199,000 | 368 |
| Non-managed Assets ($) | $1,191,276,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 913 |
| 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 | $5,977,000 | 63 |
| Number of Managed Accounts | $19,000 | 775 |
| Number of Non-Managed Accounts | $5,958,000 | 28 |
| Total fiduciary and related assets | $1,274,848,000 | 222 |
| Managed Assets ($) | $5,120,000 | 831 |
| Non-managed Assets ($) | $1,269,728,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,770,000 | 353 |
| 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 | $5,633,000 | 64 |
| Number of Managed Accounts | $19,000 | 380 |
| Number of Non-Managed Accounts | $5,614,000 | 29 |
| Total fiduciary and related assets | $1,159,907,000 | 225 |
| Managed Assets ($) | $5,024,000 | 383 |
| Non-managed Assets ($) | $1,154,883,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,770,000 | 310 |
| 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 | $9,641,000 | 41 |
| Number of Managed Accounts | $1,000 | 397 |
| Number of Non-Managed Accounts | $9,640,000 | 20 |
| Total fiduciary and related assets | $3,241,858,000 | 106 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $3,241,858,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,691,000 | 82 |
| 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 | $9,794,000 | 40 |
| Number of Managed Accounts | $1,000 | 1,089 |
| Number of Non-Managed Accounts | $9,793,000 | 20 |
| Total fiduciary and related assets | $3,363,768,000 | 105 |
| Managed Assets ($) | $1,000 | 1,136 |
| Non-managed Assets ($) | $3,363,767,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,843,000 | 79 |
| 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 | $9,730,000 | 40 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $9,730,000 | 21 |
| Total fiduciary and related assets | $3,250,372,000 | 103 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $3,250,372,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,816,000 | 79 |
| 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 | $9,835,000 | 38 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $9,835,000 | 20 |
| Total fiduciary and related assets | $3,388,482,000 | 98 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $3,388,482,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,190,000 | 79 |
| 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 | $9,798,000 | 38 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $9,798,000 | 20 |
| Total fiduciary and related assets | $3,399,283,000 | 98 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $3,399,283,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,953,000 | 73 |
| 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 | $9,784,000 | 38 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $9,784,000 | 21 |
| Total fiduciary and related assets | $3,215,173,000 | 97 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $3,215,173,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,790,000 | 67 |
| 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 | $9,497,000 | 38 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $9,497,000 | 19 |
| Total fiduciary and related assets | $2,943,069,000 | 102 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $2,943,069,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,917,000 | 67 |
| 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 | $9,404,000 | 39 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $9,404,000 | 19 |
| Total fiduciary and related assets | $2,904,738,000 | 104 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $2,904,738,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,743,000 | 65 |
| 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 | $9,373,000 | 39 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $9,373,000 | 19 |
| Total fiduciary and related assets | $3,098,254,000 | 99 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $3,098,254,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,475,000 | 65 |
| 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 | $9,367,000 | 38 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $9,367,000 | 18 |
| Total fiduciary and related assets | $3,755,260,000 | 86 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $3,755,260,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,924,000 | 68 |
| 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 | $9,153,000 | 37 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $9,153,000 | 18 |
| Total fiduciary and related assets | $3,237,925,000 | 95 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $3,237,925,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,624,000 | 68 |
| 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 | $8,987,000 | 37 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $8,987,000 | 17 |
| Total fiduciary and related assets | $3,515,499,000 | 90 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $3,515,499,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,145,000 | 69 |
| 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 | $8,914,000 | 37 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $8,914,000 | 18 |
| Total fiduciary and related assets | $4,672,472,000 | 77 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $4,672,472,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,103,000 | 68 |
| 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 | $8,835,000 | 38 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $8,835,000 | 20 |
| Total fiduciary and related assets | $3,476,894,000 | 91 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $3,476,894,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,014,000 | 69 |
| 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 | $8,698,000 | 37 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $8,698,000 | 19 |
| Total fiduciary and related assets | $3,510,008,000 | 89 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $3,510,008,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,712,000 | 70 |
| 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 | $8,648,000 | 37 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $8,648,000 | 19 |
| Total fiduciary and related assets | $3,347,000,000 | 89 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $3,347,000,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000,000 | 70 |
| 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 | $8,692,000 | 39 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $8,692,000 | 20 |
| Total fiduciary and related assets | $3,304,000,000 | 90 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $3,304,000,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 69 |
| 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 | $8,633,000 | 38 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $8,633,000 | 20 |
| Total fiduciary and related assets | $3,037,000,000 | 93 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $3,037,000,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,000,000 | 71 |
| 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 | $8,369,000 | 38 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $8,369,000 | 20 |
| Total fiduciary and related assets | $2,464,000,000 | 104 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $2,464,000,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,000,000 | 72 |
| 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 | $8,296,000 | 38 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $8,296,000 | 21 |
| Total fiduciary and related assets | $2,813,000,000 | 96 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $2,813,000,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,000,000 | 71 |
| 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 | $8,324,000 | 38 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $8,324,000 | 21 |
| Total fiduciary and related assets | $2,858,000,000 | 92 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $2,858,000,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 66 |
| 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 | $8,209,000 | 38 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $8,209,000 | 23 |
| Total fiduciary and related assets | $3,056,000,000 | 86 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $3,056,000,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,000,000 | 71 |
| 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 | $7,974,000 | 37 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $7,974,000 | 23 |
| Total fiduciary and related assets | $2,944,000,000 | 87 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $2,944,000,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,000,000 | 71 |
| 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 | $7,919,000 | 38 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $7,919,000 | 24 |
| Total fiduciary and related assets | $2,846,000,000 | 86 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $2,846,000,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,000,000 | 71 |
| 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 | $7,858,000 | 39 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $7,858,000 | 25 |
| Total fiduciary and related assets | $2,898,000,000 | 85 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $2,898,000,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,000,000 | 72 |
| 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 | $7,631,000 | 40 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $7,631,000 | 23 |
| Total fiduciary and related assets | $3,265,000,000 | 80 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $3,265,000,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,000,000 | 62 |
| 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 | $7,417,000 | 41 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $7,417,000 | 23 |
| Total fiduciary and related assets | $2,972,000,000 | 84 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $2,972,000,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,000,000 | 63 |
| 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 | $7,237,000 | 43 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $7,237,000 | 23 |
| Total fiduciary and related assets | $2,764,000,000 | 90 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $2,764,000,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,000,000 | 64 |
| 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 | $7,062,000 | 42 |
| Number of Managed Accounts | $1,000 | 403 |
| Number of Non-Managed Accounts | $7,061,000 | 24 |
| Total fiduciary and related assets | $2,859,000,000 | 86 |
| Managed Assets ($) | $21,000,000 | 380 |
| Non-managed Assets ($) | $2,838,000,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,000,000 | 61 |
| 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 | $7,447,000 | 42 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $7,447,000 | 23 |
| Total fiduciary and related assets | $3,012,000,000 | 83 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $3,012,000,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,000,000 | 63 |
| 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 | $7,463,000 | 40 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $7,463,000 | 23 |
| Total fiduciary and related assets | $2,978,000,000 | 84 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $2,978,000,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 63 |
| 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 | $7,376,000 | 43 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $7,376,000 | 25 |
| Total fiduciary and related assets | $2,707,000,000 | 87 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $2,707,000,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,000,000 | 62 |
| 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 | $7,314,000 | 45 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $7,314,000 | 26 |
| Total fiduciary and related assets | $2,557,000,000 | 91 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $2,557,000,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,000,000 | 63 |
| 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 | $7,024,000 | 49 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $7,024,000 | 30 |
| Total fiduciary and related assets | $2,664,000,000 | 91 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $2,664,000,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,000,000 | 65 |
| 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 | $6,219,000 | 51 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $6,219,000 | 32 |
| Total fiduciary and related assets | $2,267,000,000 | 101 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $2,267,000,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000,000 | 66 |
| 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 | $6,177,000 | 52 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $6,177,000 | 31 |
| Total fiduciary and related assets | $2,322,000,000 | 98 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $2,322,000,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,000,000 | 65 |
| 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 | $6,187,000 | 50 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $6,187,000 | 30 |
| Total fiduciary and related assets | $2,426,000,000 | 94 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $2,426,000,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,000,000 | 64 |
| 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 | $2,992,000 | 93 |
| Number of Managed Accounts | $1,000 | 1,456 |
| Number of Non-Managed Accounts | $2,991,000 | 46 |
| Total fiduciary and related assets | $2,833,000,000 | 89 |
| Managed Assets ($) | $62,000,000 | 587 |
| Non-managed Assets ($) | $2,771,000,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,000,000 | 76 |
| 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 | $2,865,000 | 91 |
| Number of Managed Accounts | $1,000 | 415 |
| Number of Non-Managed Accounts | $2,864,000 | 43 |
| Total fiduciary and related assets | $2,333,000,000 | 102 |
| Managed Assets ($) | $62,000,000 | 377 |
| Non-managed Assets ($) | $2,271,000,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,000,000 | 81 |
| 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 | $2,792,000 | 93 |
| Number of Managed Accounts | $1,000 | 421 |
| Number of Non-Managed Accounts | $2,791,000 | 45 |
| Total fiduciary and related assets | $2,274,000,000 | 109 |
| Managed Assets ($) | $61,000,000 | 381 |
| Non-managed Assets ($) | $2,213,000,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 86 |
| 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 | $2,301,000 | 103 |
| Number of Managed Accounts | $1,000 | 430 |
| Number of Non-Managed Accounts | $2,300,000 | 44 |
| Total fiduciary and related assets | $1,319,000,000 | 153 |
| Managed Assets ($) | $61,000,000 | 389 |
| Non-managed Assets ($) | $1,258,000,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,000,000 | 76 |
| 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 | $2,309,000 | 102 |
| Number of Managed Accounts | $1,000 | 1,519 |
| Number of Non-Managed Accounts | $2,308,000 | 49 |
| Total fiduciary and related assets | $1,384,000,000 | 147 |
| Managed Assets ($) | $60,000,000 | 642 |
| Non-managed Assets ($) | $1,324,000,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,000,000 | 80 |
| 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 | $2,266,000 | 99 |
| Number of Managed Accounts | $1,000 | 418 |
| Number of Non-Managed Accounts | $2,265,000 | 44 |
| Total fiduciary and related assets | $1,504,000,000 | 142 |
| Managed Assets ($) | $60,000,000 | 375 |
| Non-managed Assets ($) | $1,444,000,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,000,000 | 85 |
| 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 | $2,432,000 | 92 |
| Number of Managed Accounts | $5,000 | 415 |
| Number of Non-Managed Accounts | $2,427,000 | 43 |
| Total fiduciary and related assets | $1,473,000,000 | 149 |
| Managed Assets ($) | $60,000,000 | 381 |
| Non-managed Assets ($) | $1,413,000,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 95 |
| 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 | $2,228,000 | 98 |
| Number of Managed Accounts | $6,000 | 416 |
| Number of Non-Managed Accounts | $2,222,000 | 45 |
| Total fiduciary and related assets | $1,333,000,000 | 155 |
| Managed Assets ($) | $59,000,000 | 380 |
| Non-managed Assets ($) | $1,274,000,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,000,000 | 74 |
| 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 | $2,255,000 | 104 |
| Number of Managed Accounts | $6,000 | 1,367 |
| Number of Non-Managed Accounts | $2,249,000 | 50 |
| Total fiduciary and related assets | $1,529,000,000 | 141 |
| Managed Assets ($) | $58,000,000 | 644 |
| Non-managed Assets ($) | $1,471,000,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000,000 | 92 |
| 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 | $2,176,000 | 108 |
| Number of Managed Accounts | $5,000 | 398 |
| Number of Non-Managed Accounts | $2,171,000 | 49 |
| Total fiduciary and related assets | $1,434,000,000 | 147 |
| Managed Assets ($) | $58,000,000 | 364 |
| Non-managed Assets ($) | $1,376,000,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,000,000 | 97 |
| 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 | $2,060,000 | 116 |
| Number of Managed Accounts | $4,000 | 404 |
| Number of Non-Managed Accounts | $2,056,000 | 50 |
| Total fiduciary and related assets | $1,369,000,000 | 155 |
| Managed Assets ($) | $57,000,000 | 368 |
| Non-managed Assets ($) | $1,312,000,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 102 |
| 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 | $1,974,000 | 122 |
| Number of Managed Accounts | $4,000 | 423 |
| Number of Non-Managed Accounts | $1,970,000 | 52 |
| Total fiduciary and related assets | $1,451,000,000 | 151 |
| Managed Assets ($) | $31,000,000 | 386 |
| Non-managed Assets ($) | $1,420,000,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000,000 | 101 |
| 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 | $1,992,000 | 125 |
| Number of Managed Accounts | $4,000 | 1,478 |
| Number of Non-Managed Accounts | $1,988,000 | 57 |
| Total fiduciary and related assets | $1,680,000,000 | 136 |
| Managed Assets ($) | $31,000,000 | 805 |
| Non-managed Assets ($) | $1,649,000,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,000,000 | 106 |
| 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 | $1,972,000 | 117 |
| Number of Managed Accounts | $4,000 | 411 |
| Number of Non-Managed Accounts | $1,968,000 | 50 |
| Total fiduciary and related assets | $1,913,000,000 | 127 |
| Managed Assets ($) | $31,000,000 | 379 |
| Non-managed Assets ($) | $1,882,000,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,000,000 | 101 |
| 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 | $1,868,000 | 121 |
| Number of Managed Accounts | $4,000 | 422 |
| Number of Non-Managed Accounts | $1,864,000 | 51 |
| Total fiduciary and related assets | $1,849,000,000 | 126 |
| Managed Assets ($) | $31,000,000 | 395 |
| Non-managed Assets ($) | $1,818,000,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,000,000 | 103 |
| 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 | $1,770,000 | 128 |
| Number of Managed Accounts | $4,000 | 424 |
| Number of Non-Managed Accounts | $1,766,000 | 56 |
| Total fiduciary and related assets | $1,857,000,000 | 130 |
| Managed Assets ($) | $14,000,000 | 410 |
| Non-managed Assets ($) | $1,843,000,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 119 |
| 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 | $1,744,000 | 140 |
| Number of Managed Accounts | $4,000 | 1,496 |
| Number of Non-Managed Accounts | $1,740,000 | 63 |
| Total fiduciary and related assets | $1,984,000,000 | 127 |
| Managed Assets ($) | $15,000,000 | 959 |
| Non-managed Assets ($) | $1,969,000,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 92 |
| 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 | $1,625,000 | 138 |
| Number of Managed Accounts | $4,000 | 409 |
| Number of Non-Managed Accounts | $1,621,000 | 61 |
| Total fiduciary and related assets | $2,276,000,000 | 119 |
| Managed Assets ($) | $13,000,000 | 396 |
| Non-managed Assets ($) | $2,263,000,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,000,000 | 86 |
| 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 | $1,551,000 | 143 |
| Number of Managed Accounts | $4,000 | 416 |
| Number of Non-Managed Accounts | $1,547,000 | 65 |
| Total fiduciary and related assets | $1,572,000,000 | 143 |
| Managed Assets ($) | $17,000,000 | 396 |
| Non-managed Assets ($) | $1,555,000,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,000,000 | 87 |
| 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 | $1,506,000 | 147 |
| Number of Managed Accounts | $4,000 | 424 |
| Number of Non-Managed Accounts | $1,502,000 | 64 |
| Total fiduciary and related assets | $1,852,829,000 | 134 |
| Managed Assets ($) | $16,347,000 | 405 |
| Non-managed Assets ($) | $1,836,482,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,622,000 | 76 |
| 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 | $6,276,000 | 64 |
| Number of Managed Accounts | $550,000 | 268 |
| Number of Non-Managed Accounts | $5,726,000 | 35 |
| Total fiduciary and related assets | $10,184,660,000 | 65 |
| Managed Assets ($) | $1,478,645,000 | 106 |
| Non-managed Assets ($) | $8,706,015,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,531,000 | 66 |
| 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 | $6,160,000 | 61 |
| Number of Managed Accounts | $586,000 | 245 |
| Number of Non-Managed Accounts | $5,574,000 | 33 |
| Total fiduciary and related assets | $9,395,601,000 | 67 |
| Managed Assets ($) | $1,426,442,000 | 107 |
| Non-managed Assets ($) | $7,969,159,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,004,000 | 67 |
| 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 | $6,028,000 | 63 |
| Number of Managed Accounts | $572,000 | 252 |
| Number of Non-Managed Accounts | $5,456,000 | 36 |
| Total fiduciary and related assets | $9,793,552,000 | 68 |
| Managed Assets ($) | $1,354,951,000 | 111 |
| Non-managed Assets ($) | $8,438,601,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,656,000 | 67 |
| 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 | $6,654,000 | 60 |
| Number of Managed Accounts | $1,291,000 | 140 |
| Number of Non-Managed Accounts | $5,363,000 | 36 |
| Total fiduciary and related assets | $10,098,561,000 | 65 |
| Managed Assets ($) | $1,894,683,000 | 95 |
| Non-managed Assets ($) | $8,203,878,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,622,000 | 70 |
| 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 | $7,010,000 | 61 |
| Number of Managed Accounts | $1,538,000 | 128 |
| Number of Non-Managed Accounts | $5,472,000 | 36 |
| Total fiduciary and related assets | $10,120,307,000 | 64 |
| Managed Assets ($) | $2,005,724,000 | 95 |
| Non-managed Assets ($) | $8,114,583,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,410,000 | 66 |
| 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 | $7,548,000 | 51 |
| Number of Managed Accounts | $2,114,000 | 92 |
| Number of Non-Managed Accounts | $5,434,000 | 33 |
| Total fiduciary and related assets | $11,318,553,000 | 61 |
| Managed Assets ($) | $3,462,868,000 | 69 |
| Non-managed Assets ($) | $7,855,685,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,368,000 | 66 |
| 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 | $30,750,000 | 68 |
| 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 | $29,014,000 | 78 |
| 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 | $24,936,000 | 86 |
| 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 | $22,913,000 | 90 |
| 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 | $20,480,000 | 100 |
| 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 | $14,145,000 | 124 |
| 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 | $13,555,000 | 127 |
| 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 | $12,906,000 | 130 |
| 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 | $12,404,000 | 128 |