Home > Wilmington Trust > Fiduciary and Related Services
Wilmington Trust, 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 | $63,098,000 | 13 |
| Number of Managed Accounts | $12,897,000 | 20 |
| Number of Non-Managed Accounts | $50,201,000 | 9 |
| Total fiduciary and related assets | $174,046,662,000 | 15 |
| Managed Assets ($) | $32,055,990,000 | 26 |
| Non-managed Assets ($) | $141,990,672,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,522,000 | 18 |
| 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 | $61,951,000 | 13 |
| Number of Managed Accounts | $12,834,000 | 19 |
| Number of Non-Managed Accounts | $49,117,000 | 9 |
| Total fiduciary and related assets | $168,175,793,000 | 15 |
| Managed Assets ($) | $32,545,214,000 | 25 |
| Non-managed Assets ($) | $135,630,579,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $343,047,000 | 20 |
| 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 | $60,380,000 | 14 |
| Number of Managed Accounts | $12,744,000 | 20 |
| Number of Non-Managed Accounts | $47,636,000 | 10 |
| Total fiduciary and related assets | $160,292,622,000 | 16 |
| Managed Assets ($) | $32,895,207,000 | 25 |
| Non-managed Assets ($) | $127,397,415,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $251,638,000 | 20 |
| 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 | $59,255,000 | 14 |
| Number of Managed Accounts | $12,656,000 | 21 |
| Number of Non-Managed Accounts | $46,599,000 | 10 |
| Total fiduciary and related assets | $151,702,053,000 | 16 |
| Managed Assets ($) | $32,199,622,000 | 27 |
| Non-managed Assets ($) | $119,502,431,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,423,000 | 20 |
| 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 | $57,618,000 | 14 |
| Number of Managed Accounts | $12,150,000 | 22 |
| Number of Non-Managed Accounts | $45,468,000 | 10 |
| Total fiduciary and related assets | $148,205,908,000 | 16 |
| Managed Assets ($) | $31,690,780,000 | 26 |
| Non-managed Assets ($) | $116,515,128,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,749,000 | 20 |
| 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 | $57,037,000 | 15 |
| Number of Managed Accounts | $11,676,000 | 21 |
| Number of Non-Managed Accounts | $45,361,000 | 9 |
| Total fiduciary and related assets | $139,012,870,000 | 16 |
| Managed Assets ($) | $30,623,405,000 | 25 |
| Non-managed Assets ($) | $108,389,465,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,309,000 | 19 |
| 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 | $55,404,000 | 14 |
| Number of Managed Accounts | $11,255,000 | 23 |
| Number of Non-Managed Accounts | $44,149,000 | 8 |
| Total fiduciary and related assets | $129,361,628,000 | 17 |
| Managed Assets ($) | $29,306,265,000 | 26 |
| Non-managed Assets ($) | $100,055,363,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $271,756,000 | 19 |
| 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 | $54,037,000 | 15 |
| Number of Managed Accounts | $11,059,000 | 23 |
| Number of Non-Managed Accounts | $42,978,000 | 9 |
| Total fiduciary and related assets | $126,672,320,000 | 17 |
| Managed Assets ($) | $29,337,173,000 | 25 |
| Non-managed Assets ($) | $97,335,147,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $199,315,000 | 18 |
| 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 | $52,576,000 | 15 |
| Number of Managed Accounts | $10,798,000 | 26 |
| Number of Non-Managed Accounts | $41,778,000 | 9 |
| Total fiduciary and related assets | $122,017,002,000 | 19 |
| Managed Assets ($) | $28,424,635,000 | 27 |
| Non-managed Assets ($) | $93,592,367,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,893,000 | 17 |
| 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 | $51,522,000 | 15 |
| Number of Managed Accounts | $11,067,000 | 25 |
| Number of Non-Managed Accounts | $40,455,000 | 10 |
| Total fiduciary and related assets | $114,014,096,000 | 21 |
| Managed Assets ($) | $27,716,948,000 | 26 |
| Non-managed Assets ($) | $86,297,148,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $422,968,000 | 17 |
| 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 | $49,023,000 | 15 |
| Number of Managed Accounts | $10,346,000 | 27 |
| Number of Non-Managed Accounts | $38,677,000 | 10 |
| Total fiduciary and related assets | $107,577,566,000 | 21 |
| Managed Assets ($) | $25,164,606,000 | 26 |
| Non-managed Assets ($) | $82,412,960,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $311,280,000 | 17 |
| 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 | $47,683,000 | 15 |
| Number of Managed Accounts | $9,980,000 | 26 |
| Number of Non-Managed Accounts | $37,703,000 | 9 |
| Total fiduciary and related assets | $101,726,808,000 | 19 |
| Managed Assets ($) | $25,847,608,000 | 22 |
| Non-managed Assets ($) | $75,879,200,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $204,986,000 | 14 |
| 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 | $45,953,000 | 16 |
| Number of Managed Accounts | $9,903,000 | 25 |
| Number of Non-Managed Accounts | $36,050,000 | 10 |
| Total fiduciary and related assets | $100,400,138,000 | 20 |
| Managed Assets ($) | $27,352,909,000 | 22 |
| Non-managed Assets ($) | $73,047,229,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $101,029,000 | 14 |
| 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 | $44,992,000 | 16 |
| Number of Managed Accounts | $9,737,000 | 24 |
| Number of Non-Managed Accounts | $35,255,000 | 10 |
| Total fiduciary and related assets | $102,644,185,000 | 20 |
| Managed Assets ($) | $29,348,723,000 | 22 |
| Non-managed Assets ($) | $73,295,462,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $367,147,000 | 15 |
| 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 | $42,074,000 | 16 |
| Number of Managed Accounts | $9,549,000 | 26 |
| Number of Non-Managed Accounts | $32,525,000 | 11 |
| Total fiduciary and related assets | $92,811,722,000 | 20 |
| Managed Assets ($) | $28,483,642,000 | 22 |
| Non-managed Assets ($) | $64,328,080,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $267,263,000 | 15 |
| 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 | $40,673,000 | 17 |
| Number of Managed Accounts | $9,523,000 | 26 |
| Number of Non-Managed Accounts | $31,150,000 | 12 |
| Total fiduciary and related assets | $91,449,627,000 | 21 |
| Managed Assets ($) | $28,251,185,000 | 22 |
| Non-managed Assets ($) | $63,198,442,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $173,219,000 | 15 |
| 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 | $39,035,000 | 19 |
| Number of Managed Accounts | $9,547,000 | 25 |
| Number of Non-Managed Accounts | $29,488,000 | 13 |
| Total fiduciary and related assets | $82,663,782,000 | 22 |
| Managed Assets ($) | $26,377,030,000 | 22 |
| Non-managed Assets ($) | $56,286,752,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,860,000 | 15 |
| 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 | $39,331,000 | 18 |
| Number of Managed Accounts | $10,532,000 | 25 |
| Number of Non-Managed Accounts | $28,799,000 | 13 |
| Total fiduciary and related assets | $80,944,713,000 | 21 |
| Managed Assets ($) | $25,447,286,000 | 23 |
| Non-managed Assets ($) | $55,497,427,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,769,000 | 15 |
| 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 | $38,491,000 | 20 |
| Number of Managed Accounts | $10,456,000 | 26 |
| Number of Non-Managed Accounts | $28,035,000 | 13 |
| Total fiduciary and related assets | $75,540,029,000 | 21 |
| Managed Assets ($) | $24,420,662,000 | 23 |
| Non-managed Assets ($) | $51,119,367,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,297,000 | 15 |
| 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 | $37,959,000 | 20 |
| Number of Managed Accounts | $10,561,000 | 26 |
| Number of Non-Managed Accounts | $27,398,000 | 13 |
| Total fiduciary and related assets | $72,992,273,000 | 21 |
| Managed Assets ($) | $23,085,215,000 | 22 |
| Non-managed Assets ($) | $49,907,058,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $147,670,000 | 15 |
| 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 | $38,183,000 | 20 |
| Number of Managed Accounts | $10,637,000 | 26 |
| Number of Non-Managed Accounts | $27,546,000 | 13 |
| Total fiduciary and related assets | $70,231,865,000 | 21 |
| Managed Assets ($) | $21,566,346,000 | 22 |
| Non-managed Assets ($) | $48,665,519,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,775,000 | 15 |
| 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 | $37,556,000 | 20 |
| Number of Managed Accounts | $10,516,000 | 26 |
| Number of Non-Managed Accounts | $27,040,000 | 13 |
| Total fiduciary and related assets | $73,202,953,000 | 21 |
| Managed Assets ($) | $23,520,049,000 | 23 |
| Non-managed Assets ($) | $49,682,904,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $268,712,000 | 15 |
| 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 | $36,183,000 | 19 |
| Number of Managed Accounts | $10,529,000 | 27 |
| Number of Non-Managed Accounts | $25,654,000 | 14 |
| Total fiduciary and related assets | $75,061,898,000 | 21 |
| Managed Assets ($) | $23,340,598,000 | 24 |
| Non-managed Assets ($) | $51,721,300,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,285,000 | 18 |
| 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 | $35,579,000 | 21 |
| Number of Managed Accounts | $10,464,000 | 27 |
| Number of Non-Managed Accounts | $25,115,000 | 14 |
| Total fiduciary and related assets | $73,368,816,000 | 20 |
| Managed Assets ($) | $22,957,792,000 | 23 |
| Non-managed Assets ($) | $50,411,024,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $126,218,000 | 18 |
| 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 | $34,754,000 | 21 |
| Number of Managed Accounts | $10,513,000 | 27 |
| Number of Non-Managed Accounts | $24,241,000 | 14 |
| Total fiduciary and related assets | $69,308,000,000 | 20 |
| Managed Assets ($) | $23,244,589,000 | 23 |
| Non-managed Assets ($) | $46,063,411,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,485,000 | 19 |
| 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 | $34,712,000 | 19 |
| Number of Managed Accounts | $10,485,000 | 28 |
| Number of Non-Managed Accounts | $24,227,000 | 13 |
| Total fiduciary and related assets | $66,685,926,000 | 19 |
| Managed Assets ($) | $21,873,827,000 | 23 |
| Non-managed Assets ($) | $44,812,099,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $231,731,000 | 23 |
| 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 | $33,384,000 | 20 |
| Number of Managed Accounts | $10,452,000 | 28 |
| Number of Non-Managed Accounts | $22,932,000 | 14 |
| Total fiduciary and related assets | $62,873,750,000 | 23 |
| Managed Assets ($) | $22,151,437,000 | 24 |
| Non-managed Assets ($) | $40,722,313,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,113,000 | 23 |
| 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 | $32,613,000 | 20 |
| Number of Managed Accounts | $10,732,000 | 27 |
| Number of Non-Managed Accounts | $21,881,000 | 14 |
| Total fiduciary and related assets | $59,320,465,000 | 23 |
| Managed Assets ($) | $21,681,787,000 | 23 |
| Non-managed Assets ($) | $37,638,678,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $114,887,000 | 23 |
| 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 | $31,498,000 | 21 |
| Number of Managed Accounts | $10,575,000 | 27 |
| Number of Non-Managed Accounts | $20,923,000 | 14 |
| Total fiduciary and related assets | $59,137,926,000 | 23 |
| Managed Assets ($) | $21,115,774,000 | 23 |
| Non-managed Assets ($) | $38,022,152,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,753,000 | 23 |
| 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 | $31,171,000 | 21 |
| Number of Managed Accounts | $10,450,000 | 27 |
| Number of Non-Managed Accounts | $20,721,000 | 14 |
| Total fiduciary and related assets | $60,196,318,000 | 23 |
| Managed Assets ($) | $20,748,826,000 | 25 |
| Non-managed Assets ($) | $39,447,492,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $202,622,000 | 23 |
| 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 | $29,635,000 | 23 |
| Number of Managed Accounts | $10,221,000 | 28 |
| Number of Non-Managed Accounts | $19,414,000 | 16 |
| Total fiduciary and related assets | $52,103,402,000 | 23 |
| Managed Assets ($) | $18,021,207,000 | 27 |
| Non-managed Assets ($) | $34,082,195,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,233,000 | 23 |
| 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 | $28,403,000 | 23 |
| Number of Managed Accounts | $10,298,000 | 27 |
| Number of Non-Managed Accounts | $18,105,000 | 16 |
| Total fiduciary and related assets | $52,383,455,000 | 23 |
| Managed Assets ($) | $17,305,040,000 | 27 |
| Non-managed Assets ($) | $35,078,415,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $97,831,000 | 23 |
| 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 | $26,973,000 | 24 |
| Number of Managed Accounts | $9,980,000 | 27 |
| Number of Non-Managed Accounts | $16,993,000 | 16 |
| Total fiduciary and related assets | $53,684,233,000 | 22 |
| Managed Assets ($) | $16,887,019,000 | 27 |
| Non-managed Assets ($) | $36,797,214,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,410,000 | 23 |
| 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 | $25,998,000 | 24 |
| Number of Managed Accounts | $10,958,000 | 27 |
| Number of Non-Managed Accounts | $15,040,000 | 17 |
| Total fiduciary and related assets | $50,426,665,000 | 22 |
| Managed Assets ($) | $16,450,987,000 | 27 |
| Non-managed Assets ($) | $33,975,678,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $186,458,000 | 23 |
| 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 | $24,802,000 | 24 |
| Number of Managed Accounts | $10,791,000 | 27 |
| Number of Non-Managed Accounts | $14,011,000 | 16 |
| Total fiduciary and related assets | $50,667,141,000 | 21 |
| Managed Assets ($) | $15,977,135,000 | 27 |
| Non-managed Assets ($) | $34,690,006,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,516,000 | 23 |
| 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 | $29,186,000 | 22 |
| Number of Managed Accounts | $10,825,000 | 26 |
| Number of Non-Managed Accounts | $18,361,000 | 15 |
| Total fiduciary and related assets | $44,089,353,000 | 21 |
| Managed Assets ($) | $15,562,019,000 | 28 |
| Non-managed Assets ($) | $28,527,334,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,050,000 | 23 |
| 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 | $27,963,000 | 23 |
| Number of Managed Accounts | $10,814,000 | 26 |
| Number of Non-Managed Accounts | $17,149,000 | 15 |
| Total fiduciary and related assets | $40,408,718,000 | 21 |
| Managed Assets ($) | $15,983,884,000 | 27 |
| Non-managed Assets ($) | $24,424,834,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,719,000 | 23 |
| 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 | $26,895,000 | 23 |
| Number of Managed Accounts | $10,966,000 | 25 |
| Number of Non-Managed Accounts | $15,929,000 | 14 |
| Total fiduciary and related assets | $37,964,620,000 | 23 |
| Managed Assets ($) | $16,127,226,000 | 26 |
| Non-managed Assets ($) | $21,837,394,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $189,390,000 | 23 |
| 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 | $26,283,000 | 23 |
| Number of Managed Accounts | $10,997,000 | 25 |
| Number of Non-Managed Accounts | $15,286,000 | 15 |
| Total fiduciary and related assets | $37,462,699,000 | 23 |
| Managed Assets ($) | $15,330,271,000 | 26 |
| Non-managed Assets ($) | $22,132,428,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $144,335,000 | 22 |
| 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 | $25,367,000 | 24 |
| Number of Managed Accounts | $11,156,000 | 25 |
| Number of Non-Managed Accounts | $14,211,000 | 14 |
| Total fiduciary and related assets | $38,634,532,000 | 22 |
| Managed Assets ($) | $16,106,009,000 | 27 |
| Non-managed Assets ($) | $22,528,523,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $100,572,000 | 22 |
| 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 | $26,587,000 | 24 |
| Number of Managed Accounts | $10,843,000 | 23 |
| Number of Non-Managed Accounts | $15,744,000 | 14 |
| Total fiduciary and related assets | $100,008,067,000 | 15 |
| Managed Assets ($) | $16,304,053,000 | 27 |
| Non-managed Assets ($) | $83,704,014,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,972,000 | 20 |
| 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 | $25,411,000 | 26 |
| Number of Managed Accounts | $10,463,000 | 25 |
| Number of Non-Managed Accounts | $14,948,000 | 16 |
| Total fiduciary and related assets | $98,779,242,000 | 15 |
| Managed Assets ($) | $15,284,131,000 | 27 |
| Non-managed Assets ($) | $83,495,111,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $203,248,000 | 21 |
| 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 | $24,588,000 | 26 |
| Number of Managed Accounts | $10,505,000 | 23 |
| Number of Non-Managed Accounts | $14,083,000 | 16 |
| Total fiduciary and related assets | $89,131,720,000 | 16 |
| Managed Assets ($) | $15,004,940,000 | 27 |
| Non-managed Assets ($) | $74,126,780,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,950,000 | 21 |
| 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 | $23,714,000 | 26 |
| Number of Managed Accounts | $10,302,000 | 22 |
| Number of Non-Managed Accounts | $13,412,000 | 16 |
| Total fiduciary and related assets | $84,119,460,000 | 17 |
| Managed Assets ($) | $14,836,325,000 | 27 |
| Non-managed Assets ($) | $69,283,135,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $98,169,000 | 22 |
| 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 | $23,104,000 | 27 |
| Number of Managed Accounts | $10,194,000 | 23 |
| Number of Non-Managed Accounts | $12,910,000 | 17 |
| Total fiduciary and related assets | $80,983,602,000 | 18 |
| Managed Assets ($) | $13,889,537,000 | 28 |
| Non-managed Assets ($) | $67,094,065,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,188,000 | 22 |
| 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 | $22,542,000 | 26 |
| Number of Managed Accounts | $10,124,000 | 23 |
| Number of Non-Managed Accounts | $12,418,000 | 16 |
| Total fiduciary and related assets | $77,275,826,000 | 18 |
| Managed Assets ($) | $13,604,223,000 | 28 |
| Non-managed Assets ($) | $63,671,603,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,386,000 | 23 |
| 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 | $21,890,000 | 28 |
| Number of Managed Accounts | $9,976,000 | 24 |
| Number of Non-Managed Accounts | $11,914,000 | 17 |
| Total fiduciary and related assets | $72,175,734,000 | 18 |
| Managed Assets ($) | $13,211,834,000 | 28 |
| Non-managed Assets ($) | $58,963,900,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $140,815,000 | 22 |
| 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 | $22,530,000 | 28 |
| Number of Managed Accounts | $10,233,000 | 22 |
| Number of Non-Managed Accounts | $12,297,000 | 18 |
| Total fiduciary and related assets | $70,452,541,000 | 18 |
| Managed Assets ($) | $13,703,762,000 | 28 |
| Non-managed Assets ($) | $56,748,779,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,808,000 | 22 |
| 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 | $22,327,000 | 28 |
| Number of Managed Accounts | $10,144,000 | 23 |
| Number of Non-Managed Accounts | $12,183,000 | 18 |
| Total fiduciary and related assets | $70,681,041,000 | 17 |
| Managed Assets ($) | $13,986,225,000 | 28 |
| Non-managed Assets ($) | $56,694,816,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,730,000 | 21 |
| 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 | $22,867,000 | 27 |
| Number of Managed Accounts | $9,973,000 | 22 |
| Number of Non-Managed Accounts | $12,894,000 | 18 |
| Total fiduciary and related assets | $75,106,248,000 | 17 |
| Managed Assets ($) | $13,424,217,000 | 28 |
| Non-managed Assets ($) | $61,682,031,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,858,000 | 23 |
| 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 | $22,455,000 | 27 |
| Number of Managed Accounts | $9,543,000 | 22 |
| Number of Non-Managed Accounts | $12,912,000 | 18 |
| Total fiduciary and related assets | $77,514,585,000 | 17 |
| Managed Assets ($) | $13,827,665,000 | 28 |
| Non-managed Assets ($) | $63,686,920,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $127,774,000 | 23 |
| 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 | $22,041,000 | 26 |
| Number of Managed Accounts | $9,267,000 | 22 |
| Number of Non-Managed Accounts | $12,774,000 | 17 |
| Total fiduciary and related assets | $73,411,903,000 | 16 |
| Managed Assets ($) | $13,249,486,000 | 26 |
| Non-managed Assets ($) | $60,162,417,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,684,000 | 22 |
| 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 | $17,558,000 | 28 |
| Number of Managed Accounts | $8,938,000 | 24 |
| Number of Non-Managed Accounts | $8,620,000 | 21 |
| Total fiduciary and related assets | $35,439,852,000 | 22 |
| Managed Assets ($) | $9,758,715,000 | 34 |
| Non-managed Assets ($) | $25,681,137,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,989,000 | 23 |
| 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 | $17,285,000 | 27 |
| Number of Managed Accounts | $8,849,000 | 24 |
| Number of Non-Managed Accounts | $8,436,000 | 21 |
| Total fiduciary and related assets | $33,516,576,000 | 22 |
| Managed Assets ($) | $9,353,968,000 | 33 |
| Non-managed Assets ($) | $24,162,608,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,956,000 | 25 |
| 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 | $17,361,000 | 28 |
| Number of Managed Accounts | $8,886,000 | 26 |
| Number of Non-Managed Accounts | $8,475,000 | 20 |
| Total fiduciary and related assets | $32,606,139,000 | 24 |
| Managed Assets ($) | $8,953,788,000 | 35 |
| Non-managed Assets ($) | $23,652,351,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,928,000 | 31 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,140 |
| Fiduciary power exercised | $0 | 1,589 |
| Fiduciary or related activity | $0 | 1,512 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,239 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,157 |
| Fiduciary power exercised | $0 | 1,606 |
| Fiduciary or related activity | $0 | 1,531 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,199 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,183 |
| Fiduciary power exercised | $0 | 1,631 |
| Fiduciary or related activity | $0 | 1,555 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,541 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $0 | 1,537 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,195 |
| Fiduciary power exercised | $0 | 1,644 |
| Fiduciary or related activity | $0 | 1,565 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,319 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,202 |
| Fiduciary power exercised | $0 | 1,653 |
| Fiduciary or related activity | $0 | 1,572 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,300 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,230 |
| Fiduciary power exercised | $0 | 1,664 |
| Fiduciary or related activity | $0 | 1,585 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,246 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,244 |
| Fiduciary power exercised | $0 | 1,675 |
| Fiduciary or related activity | $0 | 1,593 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,585 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $0 | 1,581 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,390 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,265 |
| Fiduciary power exercised | $0 | 1,685 |
| Fiduciary or related activity | $0 | 1,605 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,353 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,285 |
| Fiduciary power exercised | $0 | 1,701 |
| Fiduciary or related activity | $0 | 1,617 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,340 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,301 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,285 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,321 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,346 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,405 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,370 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,395 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,389 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,326 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,411 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,498 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,428 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,445 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,429 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,453 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,464 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,478 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,497 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,505 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,516 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,529 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,548 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,569 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,574 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |