Home > Amalgamated Bank of Chicago > Fiduciary and Related Services
Amalgamated Bank of Chicago, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,610,000 | 166 |
| Number of Managed Accounts | $146,000 | 522 |
| Number of Non-Managed Accounts | $1,464,000 | 54 |
| Total fiduciary and related assets | $16,466,351,000 | 58 |
| Managed Assets ($) | $3,286,291,000 | 99 |
| Non-managed Assets ($) | $13,180,060,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,729,000 | 147 |
| 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 | $1,630,000 | 158 |
| Number of Managed Accounts | $145,000 | 338 |
| Number of Non-Managed Accounts | $1,485,000 | 52 |
| Total fiduciary and related assets | $15,852,491,000 | 59 |
| Managed Assets ($) | $3,132,558,000 | 101 |
| Non-managed Assets ($) | $12,719,933,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,233,000 | 146 |
| 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 | $1,658,000 | 160 |
| Number of Managed Accounts | $144,000 | 403 |
| Number of Non-Managed Accounts | $1,514,000 | 51 |
| Total fiduciary and related assets | $16,418,705,000 | 57 |
| Managed Assets ($) | $3,085,737,000 | 99 |
| Non-managed Assets ($) | $13,332,968,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,733,000 | 145 |
| 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 | $1,654,000 | 165 |
| Number of Managed Accounts | $138,000 | 348 |
| Number of Non-Managed Accounts | $1,516,000 | 51 |
| Total fiduciary and related assets | $21,129,304,000 | 56 |
| Managed Assets ($) | $7,081,149,000 | 63 |
| Non-managed Assets ($) | $14,048,155,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,230,000 | 153 |
| 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 | $1,640,000 | 171 |
| Number of Managed Accounts | $135,000 | 558 |
| Number of Non-Managed Accounts | $1,505,000 | 53 |
| Total fiduciary and related assets | $15,455,443,000 | 61 |
| Managed Assets ($) | $2,923,984,000 | 107 |
| Non-managed Assets ($) | $12,531,459,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,145,000 | 150 |
| 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 | $1,675,000 | 164 |
| Number of Managed Accounts | $135,000 | 364 |
| Number of Non-Managed Accounts | $1,540,000 | 50 |
| Total fiduciary and related assets | $15,039,872,000 | 63 |
| Managed Assets ($) | $2,843,588,000 | 106 |
| Non-managed Assets ($) | $12,196,284,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,847,000 | 151 |
| 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 | $1,643,000 | 148 |
| Number of Managed Accounts | $129,000 | 396 |
| Number of Non-Managed Accounts | $1,514,000 | 43 |
| Total fiduciary and related assets | $15,490,005,000 | 49 |
| Managed Assets ($) | $3,051,096,000 | 89 |
| Non-managed Assets ($) | $12,438,909,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,573,000 | 130 |
| 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 | $1,663,000 | 148 |
| Number of Managed Accounts | $130,000 | 329 |
| Number of Non-Managed Accounts | $1,533,000 | 43 |
| Total fiduciary and related assets | $16,879,234,000 | 49 |
| Managed Assets ($) | $3,221,084,000 | 90 |
| Non-managed Assets ($) | $13,658,150,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,067,000 | 134 |
| 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 | $1,683,000 | 151 |
| Number of Managed Accounts | $131,000 | 531 |
| Number of Non-Managed Accounts | $1,552,000 | 45 |
| Total fiduciary and related assets | $17,922,208,000 | 46 |
| Managed Assets ($) | $3,389,826,000 | 89 |
| Non-managed Assets ($) | $14,532,382,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,359,000 | 132 |
| 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 | $1,740,000 | 145 |
| Number of Managed Accounts | $152,000 | 315 |
| Number of Non-Managed Accounts | $1,588,000 | 43 |
| Total fiduciary and related assets | $21,768,540,000 | 43 |
| Managed Assets ($) | $3,347,096,000 | 90 |
| Non-managed Assets ($) | $18,421,444,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,336,000 | 134 |
| 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 | $1,677,000 | 149 |
| Number of Managed Accounts | $129,000 | 380 |
| Number of Non-Managed Accounts | $1,548,000 | 44 |
| Total fiduciary and related assets | $17,998,594,000 | 45 |
| Managed Assets ($) | $3,372,847,000 | 91 |
| Non-managed Assets ($) | $14,625,747,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,306,000 | 129 |
| 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 | $1,668,000 | 150 |
| Number of Managed Accounts | $127,000 | 321 |
| Number of Non-Managed Accounts | $1,541,000 | 43 |
| Total fiduciary and related assets | $17,976,627,000 | 45 |
| Managed Assets ($) | $3,414,243,000 | 85 |
| Non-managed Assets ($) | $14,562,384,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,246,000 | 125 |
| 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 | $1,647,000 | 156 |
| Number of Managed Accounts | $128,000 | 541 |
| Number of Non-Managed Accounts | $1,519,000 | 47 |
| Total fiduciary and related assets | $16,623,286,000 | 48 |
| Managed Assets ($) | $3,432,318,000 | 82 |
| Non-managed Assets ($) | $13,190,968,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,529,000 | 117 |
| 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 | $1,691,000 | 147 |
| Number of Managed Accounts | $131,000 | 321 |
| Number of Non-Managed Accounts | $1,560,000 | 46 |
| Total fiduciary and related assets | $18,061,634,000 | 45 |
| Managed Assets ($) | $3,560,331,000 | 74 |
| Non-managed Assets ($) | $14,501,303,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,342,000 | 114 |
| 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 | $1,664,000 | 152 |
| Number of Managed Accounts | $131,000 | 375 |
| Number of Non-Managed Accounts | $1,533,000 | 46 |
| Total fiduciary and related assets | $18,128,949,000 | 44 |
| Managed Assets ($) | $3,502,208,000 | 74 |
| Non-managed Assets ($) | $14,626,741,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,968,000 | 116 |
| 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 | $1,662,000 | 152 |
| Number of Managed Accounts | $131,000 | 322 |
| Number of Non-Managed Accounts | $1,531,000 | 46 |
| Total fiduciary and related assets | $16,605,325,000 | 45 |
| Managed Assets ($) | $3,274,914,000 | 73 |
| Non-managed Assets ($) | $13,330,411,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,559,000 | 117 |
| 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 | $1,696,000 | 156 |
| Number of Managed Accounts | $133,000 | 543 |
| Number of Non-Managed Accounts | $1,563,000 | 48 |
| Total fiduciary and related assets | $19,230,933,000 | 44 |
| Managed Assets ($) | $3,515,435,000 | 76 |
| Non-managed Assets ($) | $15,715,498,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,012,000 | 116 |
| 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 | $1,770,000 | 147 |
| Number of Managed Accounts | $151,000 | 326 |
| Number of Non-Managed Accounts | $1,619,000 | 47 |
| Total fiduciary and related assets | $19,157,105,000 | 44 |
| Managed Assets ($) | $3,422,414,000 | 76 |
| Non-managed Assets ($) | $15,734,691,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,479,000 | 116 |
| 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 | $1,771,000 | 149 |
| Number of Managed Accounts | $150,000 | 363 |
| Number of Non-Managed Accounts | $1,621,000 | 48 |
| Total fiduciary and related assets | $19,168,464,000 | 44 |
| Managed Assets ($) | $3,385,435,000 | 75 |
| Non-managed Assets ($) | $15,783,029,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,915,000 | 116 |
| 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 | $1,752,000 | 149 |
| Number of Managed Accounts | $163,000 | 364 |
| Number of Non-Managed Accounts | $1,589,000 | 48 |
| Total fiduciary and related assets | $17,460,120,000 | 45 |
| Managed Assets ($) | $3,250,951,000 | 75 |
| Non-managed Assets ($) | $14,209,169,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,374,000 | 118 |
| 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 | $1,786,000 | 146 |
| Number of Managed Accounts | $162,000 | 520 |
| Number of Non-Managed Accounts | $1,624,000 | 50 |
| Total fiduciary and related assets | $17,199,469,000 | 43 |
| Managed Assets ($) | $3,192,903,000 | 72 |
| Non-managed Assets ($) | $14,006,566,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,271,000 | 112 |
| 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 | $1,829,000 | 138 |
| Number of Managed Accounts | $160,000 | 365 |
| Number of Non-Managed Accounts | $1,669,000 | 46 |
| Total fiduciary and related assets | $18,532,517,000 | 43 |
| Managed Assets ($) | $3,511,307,000 | 71 |
| Non-managed Assets ($) | $15,021,210,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,774,000 | 112 |
| 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 | $1,810,000 | 139 |
| Number of Managed Accounts | $159,000 | 367 |
| Number of Non-Managed Accounts | $1,651,000 | 48 |
| Total fiduciary and related assets | $17,339,952,000 | 43 |
| Managed Assets ($) | $3,273,349,000 | 74 |
| Non-managed Assets ($) | $14,066,603,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,143,000 | 112 |
| 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 | $1,856,000 | 136 |
| Number of Managed Accounts | $155,000 | 369 |
| Number of Non-Managed Accounts | $1,701,000 | 50 |
| Total fiduciary and related assets | $17,470,036,000 | 44 |
| Managed Assets ($) | $3,199,490,000 | 75 |
| Non-managed Assets ($) | $14,270,546,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,562,000 | 113 |
| 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 | $1,904,000 | 134 |
| Number of Managed Accounts | $151,000 | 540 |
| Number of Non-Managed Accounts | $1,753,000 | 50 |
| Total fiduciary and related assets | $17,208,260,000 | 46 |
| Managed Assets ($) | $2,828,163,000 | 81 |
| Non-managed Assets ($) | $14,380,097,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,353,000 | 109 |
| 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 | $1,936,000 | 131 |
| Number of Managed Accounts | $156,000 | 367 |
| Number of Non-Managed Accounts | $1,780,000 | 47 |
| Total fiduciary and related assets | $16,528,269,000 | 46 |
| Managed Assets ($) | $2,704,349,000 | 81 |
| Non-managed Assets ($) | $13,823,920,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,660,000 | 108 |
| 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 | $1,918,000 | 130 |
| Number of Managed Accounts | $148,000 | 370 |
| Number of Non-Managed Accounts | $1,770,000 | 47 |
| Total fiduciary and related assets | $15,372,899,000 | 46 |
| Managed Assets ($) | $2,659,121,000 | 79 |
| Non-managed Assets ($) | $12,713,778,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,972,000 | 108 |
| 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 | $1,838,000 | 131 |
| Number of Managed Accounts | $145,000 | 373 |
| Number of Non-Managed Accounts | $1,693,000 | 50 |
| Total fiduciary and related assets | $14,994,568,000 | 47 |
| Managed Assets ($) | $2,642,752,000 | 80 |
| Non-managed Assets ($) | $12,351,816,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,477,000 | 108 |
| 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 | $1,909,000 | 128 |
| Number of Managed Accounts | $152,000 | 552 |
| Number of Non-Managed Accounts | $1,757,000 | 50 |
| Total fiduciary and related assets | $14,210,797,000 | 47 |
| Managed Assets ($) | $2,626,821,000 | 77 |
| Non-managed Assets ($) | $11,583,976,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,298,000 | 104 |
| 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 | $1,950,000 | 121 |
| Number of Managed Accounts | $143,000 | 373 |
| Number of Non-Managed Accounts | $1,807,000 | 47 |
| Total fiduciary and related assets | $15,375,871,000 | 44 |
| Managed Assets ($) | $2,800,314,000 | 71 |
| Non-managed Assets ($) | $12,575,557,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,718,000 | 105 |
| 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 | $2,014,000 | 117 |
| Number of Managed Accounts | $137,000 | 374 |
| Number of Non-Managed Accounts | $1,877,000 | 47 |
| Total fiduciary and related assets | $14,369,986,000 | 45 |
| Managed Assets ($) | $2,594,674,000 | 77 |
| Non-managed Assets ($) | $11,775,312,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,260,000 | 103 |
| 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 | $2,001,000 | 118 |
| Number of Managed Accounts | $143,000 | 376 |
| Number of Non-Managed Accounts | $1,858,000 | 47 |
| Total fiduciary and related assets | $14,323,726,000 | 45 |
| Managed Assets ($) | $2,597,372,000 | 75 |
| Non-managed Assets ($) | $11,726,354,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,607,000 | 104 |
| 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 | $2,284,000 | 105 |
| Number of Managed Accounts | $180,000 | 517 |
| Number of Non-Managed Accounts | $2,104,000 | 46 |
| Total fiduciary and related assets | $15,027,604,000 | 44 |
| Managed Assets ($) | $3,064,579,000 | 63 |
| Non-managed Assets ($) | $11,963,025,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,985,000 | 109 |
| 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 | $2,321,000 | 102 |
| Number of Managed Accounts | $181,000 | 366 |
| Number of Non-Managed Accounts | $2,140,000 | 43 |
| Total fiduciary and related assets | $14,891,689,000 | 43 |
| Managed Assets ($) | $3,085,568,000 | 60 |
| Non-managed Assets ($) | $11,806,121,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,658,000 | 109 |
| 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 | $2,317,000 | 103 |
| Number of Managed Accounts | $182,000 | 370 |
| Number of Non-Managed Accounts | $2,135,000 | 42 |
| Total fiduciary and related assets | $14,763,437,000 | 45 |
| Managed Assets ($) | $3,178,787,000 | 63 |
| Non-managed Assets ($) | $11,584,650,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,496,000 | 110 |
| 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 | $2,280,000 | 101 |
| Number of Managed Accounts | $172,000 | 369 |
| Number of Non-Managed Accounts | $2,108,000 | 44 |
| Total fiduciary and related assets | $15,088,539,000 | 44 |
| Managed Assets ($) | $2,941,506,000 | 68 |
| Non-managed Assets ($) | $12,147,033,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,310,000 | 110 |
| 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 | $2,349,000 | 104 |
| Number of Managed Accounts | $175,000 | 528 |
| Number of Non-Managed Accounts | $2,174,000 | 46 |
| Total fiduciary and related assets | $14,768,922,000 | 44 |
| Managed Assets ($) | $2,951,049,000 | 69 |
| Non-managed Assets ($) | $11,817,873,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,510,000 | 103 |
| 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 | $2,384,000 | 99 |
| Number of Managed Accounts | $179,000 | 369 |
| Number of Non-Managed Accounts | $2,205,000 | 42 |
| Total fiduciary and related assets | $15,214,830,000 | 44 |
| Managed Assets ($) | $3,279,234,000 | 61 |
| Non-managed Assets ($) | $11,935,596,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,152,000 | 103 |
| 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 | $2,400,000 | 95 |
| Number of Managed Accounts | $181,000 | 368 |
| Number of Non-Managed Accounts | $2,219,000 | 41 |
| Total fiduciary and related assets | $14,927,209,000 | 44 |
| Managed Assets ($) | $3,235,932,000 | 60 |
| Non-managed Assets ($) | $11,691,277,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,738,000 | 102 |
| 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 | $2,393,000 | 99 |
| Number of Managed Accounts | $182,000 | 367 |
| Number of Non-Managed Accounts | $2,211,000 | 43 |
| Total fiduciary and related assets | $15,241,570,000 | 45 |
| Managed Assets ($) | $3,194,955,000 | 63 |
| Non-managed Assets ($) | $12,046,615,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,414,000 | 102 |
| 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 | $2,390,000 | 102 |
| Number of Managed Accounts | $185,000 | 503 |
| Number of Non-Managed Accounts | $2,205,000 | 46 |
| Total fiduciary and related assets | $14,763,490,000 | 45 |
| Managed Assets ($) | $3,173,497,000 | 63 |
| Non-managed Assets ($) | $11,589,993,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,664,000 | 99 |
| 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 | $2,379,000 | 99 |
| Number of Managed Accounts | $188,000 | 348 |
| Number of Non-Managed Accounts | $2,191,000 | 47 |
| Total fiduciary and related assets | $14,216,440,000 | 45 |
| Managed Assets ($) | $3,161,386,000 | 63 |
| Non-managed Assets ($) | $11,055,054,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,187,000 | 98 |
| 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 | $2,402,000 | 97 |
| Number of Managed Accounts | $186,000 | 349 |
| Number of Non-Managed Accounts | $2,216,000 | 47 |
| Total fiduciary and related assets | $14,528,009,000 | 45 |
| Managed Assets ($) | $3,205,694,000 | 60 |
| Non-managed Assets ($) | $11,322,315,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,863,000 | 98 |
| 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 | $2,396,000 | 97 |
| Number of Managed Accounts | $183,000 | 352 |
| Number of Non-Managed Accounts | $2,213,000 | 46 |
| Total fiduciary and related assets | $14,689,146,000 | 45 |
| Managed Assets ($) | $3,229,245,000 | 60 |
| Non-managed Assets ($) | $11,459,901,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,456,000 | 96 |
| 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 | $2,439,000 | 97 |
| Number of Managed Accounts | $179,000 | 512 |
| Number of Non-Managed Accounts | $2,260,000 | 48 |
| Total fiduciary and related assets | $14,683,141,000 | 42 |
| Managed Assets ($) | $3,313,771,000 | 58 |
| Non-managed Assets ($) | $11,369,370,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,623,000 | 86 |
| 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 | $2,471,000 | 90 |
| Number of Managed Accounts | $183,000 | 341 |
| Number of Non-Managed Accounts | $2,288,000 | 44 |
| Total fiduciary and related assets | $15,348,028,000 | 38 |
| Managed Assets ($) | $3,357,617,000 | 55 |
| Non-managed Assets ($) | $11,990,411,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,878,000 | 84 |
| 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 | $2,457,000 | 90 |
| Number of Managed Accounts | $183,000 | 338 |
| Number of Non-Managed Accounts | $2,274,000 | 46 |
| Total fiduciary and related assets | $14,799,678,000 | 39 |
| Managed Assets ($) | $3,286,612,000 | 56 |
| Non-managed Assets ($) | $11,513,066,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,109,000 | 88 |
| 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 | $2,415,000 | 92 |
| Number of Managed Accounts | $193,000 | 328 |
| Number of Non-Managed Accounts | $2,222,000 | 46 |
| Total fiduciary and related assets | $14,405,156,000 | 39 |
| Managed Assets ($) | $3,431,563,000 | 54 |
| Non-managed Assets ($) | $10,973,593,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,511,000 | 88 |
| 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 | $2,445,000 | 92 |
| Number of Managed Accounts | $171,000 | 526 |
| Number of Non-Managed Accounts | $2,274,000 | 46 |
| Total fiduciary and related assets | $14,002,669,000 | 38 |
| Managed Assets ($) | $3,346,869,000 | 54 |
| Non-managed Assets ($) | $10,655,800,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,411,000 | 71 |
| 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 | $2,454,000 | 89 |
| Number of Managed Accounts | $180,000 | 336 |
| Number of Non-Managed Accounts | $2,274,000 | 44 |
| Total fiduciary and related assets | $14,306,812,000 | 39 |
| Managed Assets ($) | $3,509,252,000 | 52 |
| Non-managed Assets ($) | $10,797,560,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,701,000 | 71 |
| 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 | $2,474,000 | 90 |
| Number of Managed Accounts | $184,000 | 338 |
| Number of Non-Managed Accounts | $2,290,000 | 45 |
| Total fiduciary and related assets | $15,140,992,000 | 41 |
| Managed Assets ($) | $3,796,770,000 | 55 |
| Non-managed Assets ($) | $11,344,222,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,034,000 | 72 |
| 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 | $2,516,000 | 88 |
| Number of Managed Accounts | $158,000 | 351 |
| Number of Non-Managed Accounts | $2,358,000 | 46 |
| Total fiduciary and related assets | $16,001,596,000 | 40 |
| Managed Assets ($) | $3,335,311,000 | 59 |
| Non-managed Assets ($) | $12,666,285,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,210,000 | 67 |
| 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 | $2,551,000 | 91 |
| Number of Managed Accounts | $165,000 | 550 |
| Number of Non-Managed Accounts | $2,386,000 | 48 |
| Total fiduciary and related assets | $16,029,202,000 | 41 |
| Managed Assets ($) | $3,289,820,000 | 60 |
| Non-managed Assets ($) | $12,739,382,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,176,000 | 65 |
| 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 | $2,604,000 | 87 |
| Number of Managed Accounts | $167,000 | 332 |
| Number of Non-Managed Accounts | $2,437,000 | 44 |
| Total fiduciary and related assets | $15,828,211,000 | 41 |
| Managed Assets ($) | $3,182,529,000 | 59 |
| Non-managed Assets ($) | $12,645,682,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,898,000 | 65 |
| 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 | $2,661,000 | 88 |
| Number of Managed Accounts | $173,000 | 332 |
| Number of Non-Managed Accounts | $2,488,000 | 45 |
| Total fiduciary and related assets | $15,637,240,000 | 41 |
| Managed Assets ($) | $3,176,524,000 | 57 |
| Non-managed Assets ($) | $12,460,716,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,825,000 | 66 |
| 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 | $2,152,000 | 99 |
| Number of Managed Accounts | $173,000 | 337 |
| Number of Non-Managed Accounts | $1,979,000 | 47 |
| Total fiduciary and related assets | $15,208,199,000 | 40 |
| Managed Assets ($) | $3,228,125,000 | 57 |
| Non-managed Assets ($) | $11,980,074,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,830,000 | 66 |
| 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 | $2,141,000 | 111 |
| Number of Managed Accounts | $173,000 | 544 |
| Number of Non-Managed Accounts | $1,968,000 | 53 |
| Total fiduciary and related assets | $14,735,395,000 | 43 |
| Managed Assets ($) | $3,135,576,000 | 58 |
| Non-managed Assets ($) | $11,599,819,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,906,000 | 66 |
| 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 | $2,178,000 | 100 |
| Number of Managed Accounts | $172,000 | 328 |
| Number of Non-Managed Accounts | $2,006,000 | 50 |
| Total fiduciary and related assets | $14,742,185,000 | 45 |
| Managed Assets ($) | $3,061,030,000 | 62 |
| Non-managed Assets ($) | $11,681,155,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,863,000 | 67 |
| 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 | $2,156,000 | 101 |
| Number of Managed Accounts | $165,000 | 337 |
| Number of Non-Managed Accounts | $1,991,000 | 50 |
| Total fiduciary and related assets | $14,102,927,000 | 44 |
| Managed Assets ($) | $2,951,187,000 | 63 |
| Non-managed Assets ($) | $11,151,740,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,786,000 | 69 |
| 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 | $2,163,000 | 100 |
| Number of Managed Accounts | $163,000 | 336 |
| Number of Non-Managed Accounts | $2,000,000 | 47 |
| Total fiduciary and related assets | $13,702,028,000 | 44 |
| Managed Assets ($) | $2,804,831,000 | 61 |
| Non-managed Assets ($) | $10,897,197,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,743,000 | 67 |
| 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 | $2,210,000 | 109 |
| Number of Managed Accounts | $161,000 | 574 |
| Number of Non-Managed Accounts | $2,049,000 | 55 |
| Total fiduciary and related assets | $13,887,366,000 | 45 |
| Managed Assets ($) | $2,707,171,000 | 64 |
| Non-managed Assets ($) | $11,180,195,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,584,000 | 79 |
| 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 | $2,257,000 | 102 |
| Number of Managed Accounts | $159,000 | 363 |
| Number of Non-Managed Accounts | $2,098,000 | 50 |
| Total fiduciary and related assets | $14,915,016,000 | 44 |
| Managed Assets ($) | $2,861,119,000 | 65 |
| Non-managed Assets ($) | $12,053,897,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,947,000 | 82 |
| 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 | $2,232,000 | 107 |
| Number of Managed Accounts | $159,000 | 366 |
| Number of Non-Managed Accounts | $2,073,000 | 52 |
| Total fiduciary and related assets | $15,333,722,000 | 49 |
| Managed Assets ($) | $2,992,672,000 | 67 |
| Non-managed Assets ($) | $12,341,050,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,416,000 | 83 |
| 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 | $2,193,000 | 109 |
| Number of Managed Accounts | $162,000 | 368 |
| Number of Non-Managed Accounts | $2,031,000 | 50 |
| Total fiduciary and related assets | $15,439,308,000 | 45 |
| Managed Assets ($) | $2,864,559,000 | 67 |
| Non-managed Assets ($) | $12,574,749,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,672,000 | 85 |
| 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 | $2,197,000 | 112 |
| Number of Managed Accounts | $166,000 | 579 |
| Number of Non-Managed Accounts | $2,031,000 | 53 |
| Total fiduciary and related assets | $15,794,172,000 | 44 |
| Managed Assets ($) | $2,934,842,000 | 65 |
| Non-managed Assets ($) | $12,859,330,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,775,000 | 83 |
| 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 | $2,079,000 | 109 |
| Number of Managed Accounts | $168,000 | 354 |
| Number of Non-Managed Accounts | $1,911,000 | 49 |
| Total fiduciary and related assets | $16,600,385,000 | 43 |
| Managed Assets ($) | $2,951,305,000 | 66 |
| Non-managed Assets ($) | $13,649,080,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,143,000 | 80 |
| 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 | $2,056,000 | 112 |
| Number of Managed Accounts | $172,000 | 357 |
| Number of Non-Managed Accounts | $1,884,000 | 50 |
| Total fiduciary and related assets | $13,998,849,000 | 49 |
| Managed Assets ($) | $2,862,461,000 | 68 |
| Non-managed Assets ($) | $11,136,388,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,243,000 | 83 |
| 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 | $1,948,000 | 117 |
| Number of Managed Accounts | $167,000 | 361 |
| Number of Non-Managed Accounts | $1,781,000 | 52 |
| Total fiduciary and related assets | $15,498,567,000 | 47 |
| Managed Assets ($) | $2,779,659,000 | 66 |
| Non-managed Assets ($) | $12,718,908,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,566,000 | 84 |
| 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 | $1,934,000 | 122 |
| Number of Managed Accounts | $182,000 | 554 |
| Number of Non-Managed Accounts | $1,752,000 | 58 |
| Total fiduciary and related assets | $14,185,545,000 | 49 |
| Managed Assets ($) | $2,556,257,000 | 71 |
| Non-managed Assets ($) | $11,629,288,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,736,000 | 85 |
| 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 | $1,849,000 | 124 |
| Number of Managed Accounts | $185,000 | 340 |
| Number of Non-Managed Accounts | $1,664,000 | 58 |
| Total fiduciary and related assets | $13,526,746,000 | 52 |
| Managed Assets ($) | $2,559,572,000 | 72 |
| Non-managed Assets ($) | $10,967,174,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,088,000 | 91 |
| 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 | $1,792,000 | 132 |
| Number of Managed Accounts | $184,000 | 344 |
| Number of Non-Managed Accounts | $1,608,000 | 59 |
| Total fiduciary and related assets | $13,182,751,000 | 53 |
| Managed Assets ($) | $2,530,192,000 | 77 |
| Non-managed Assets ($) | $10,652,559,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,704,000 | 96 |
| 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 | $1,704,000 | 134 |
| Number of Managed Accounts | $182,000 | 352 |
| Number of Non-Managed Accounts | $1,522,000 | 58 |
| Total fiduciary and related assets | $13,062,873,000 | 52 |
| Managed Assets ($) | $2,486,100,000 | 78 |
| Non-managed Assets ($) | $10,576,773,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,312,000 | 93 |
| 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 | $1,729,000 | 139 |
| Number of Managed Accounts | $184,000 | 565 |
| Number of Non-Managed Accounts | $1,545,000 | 64 |
| Total fiduciary and related assets | $12,803,745,000 | 53 |
| Managed Assets ($) | $2,426,683,000 | 79 |
| Non-managed Assets ($) | $10,377,062,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,415,000 | 94 |
| 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 | $1,697,000 | 129 |
| Number of Managed Accounts | $184,000 | 346 |
| Number of Non-Managed Accounts | $1,513,000 | 55 |
| Total fiduciary and related assets | $13,202,077,000 | 51 |
| Managed Assets ($) | $2,406,945,000 | 78 |
| Non-managed Assets ($) | $10,795,132,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,148,000 | 97 |
| 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 | $1,671,000 | 133 |
| Number of Managed Accounts | $166,000 | 363 |
| Number of Non-Managed Accounts | $1,505,000 | 55 |
| Total fiduciary and related assets | $13,059,244,000 | 50 |
| Managed Assets ($) | $1,138,351,000 | 112 |
| Non-managed Assets ($) | $11,920,893,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,046,000 | 95 |
| 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 | $1,593,000 | 144 |
| Number of Managed Accounts | $173,000 | 361 |
| Number of Non-Managed Accounts | $1,420,000 | 60 |
| Total fiduciary and related assets | $12,560,874,000 | 53 |
| Managed Assets ($) | $1,094,329,000 | 117 |
| Non-managed Assets ($) | $11,466,545,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,971,000 | 99 |
| 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 | $1,580,000 | 155 |
| Number of Managed Accounts | $174,000 | 578 |
| Number of Non-Managed Accounts | $1,406,000 | 72 |
| Total fiduciary and related assets | $12,140,608,000 | 56 |
| Managed Assets ($) | $1,090,595,000 | 119 |
| Non-managed Assets ($) | $11,050,013,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,998,000 | 96 |
| 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 | $1,493,000 | 150 |
| Number of Managed Accounts | $129,000 | 361 |
| Number of Non-Managed Accounts | $1,364,000 | 68 |
| Total fiduciary and related assets | $11,612,984,000 | 55 |
| Managed Assets ($) | $1,059,760,000 | 120 |
| Non-managed Assets ($) | $10,553,224,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,753,000 | 99 |
| 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 | $1,478,000 | 153 |
| Number of Managed Accounts | $124,000 | 368 |
| Number of Non-Managed Accounts | $1,354,000 | 71 |
| Total fiduciary and related assets | $11,165,431,000 | 59 |
| Managed Assets ($) | $1,024,097,000 | 119 |
| Non-managed Assets ($) | $10,141,334,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,760,000 | 102 |
| 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 | $1,387,000 | 158 |
| Number of Managed Accounts | $133,000 | 368 |
| Number of Non-Managed Accounts | $1,254,000 | 71 |
| Total fiduciary and related assets | $12,778,874,000 | 55 |
| Managed Assets ($) | $4,257,193,000 | 66 |
| Non-managed Assets ($) | $8,521,681,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,819,000 | 102 |
| 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 | $1,386,000 | 171 |
| Number of Managed Accounts | $137,000 | 657 |
| Number of Non-Managed Accounts | $1,249,000 | 80 |
| Total fiduciary and related assets | $11,443,048,000 | 60 |
| Managed Assets ($) | $1,926,890,000 | 93 |
| Non-managed Assets ($) | $9,516,158,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,925,000 | 98 |
| 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 | $1,346,000 | 170 |
| Number of Managed Accounts | $132,000 | 376 |
| Number of Non-Managed Accounts | $1,214,000 | 76 |
| Total fiduciary and related assets | $11,682,495,000 | 58 |
| Managed Assets ($) | $1,843,206,000 | 96 |
| Non-managed Assets ($) | $9,839,289,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,896,000 | 101 |
| 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 | $1,315,000 | 174 |
| Number of Managed Accounts | $131,000 | 378 |
| Number of Non-Managed Accounts | $1,184,000 | 80 |
| Total fiduciary and related assets | $11,394,958,000 | 62 |
| Managed Assets ($) | $1,802,650,000 | 97 |
| Non-managed Assets ($) | $9,592,308,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,911,000 | 104 |
| 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 | $1,289,000 | 186 |
| Number of Managed Accounts | $131,000 | 386 |
| Number of Non-Managed Accounts | $1,158,000 | 86 |
| Total fiduciary and related assets | $11,323,573,000 | 59 |
| Managed Assets ($) | $1,800,659,000 | 98 |
| Non-managed Assets ($) | $9,522,914,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,967,000 | 105 |
| 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 | $1,257,000 | 206 |
| Number of Managed Accounts | $113,000 | 737 |
| Number of Non-Managed Accounts | $1,144,000 | 91 |
| Total fiduciary and related assets | $11,377,873,000 | 61 |
| Managed Assets ($) | $1,981,231,000 | 96 |
| Non-managed Assets ($) | $9,396,642,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,366,000 | 107 |
| 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 | $1,197,000 | 200 |
| Number of Managed Accounts | $110,000 | 714 |
| Number of Non-Managed Accounts | $1,087,000 | 89 |
| Total fiduciary and related assets | $9,882,415,000 | 65 |
| Managed Assets ($) | $2,056,717,000 | 92 |
| Non-managed Assets ($) | $7,825,698,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,273,000 | 119 |
| 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 | $9,334,000 | 122 |
| 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 | $8,181,000 | 150 |
| 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 | $7,323,000 | 159 |
| 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 | $5,563,000 | 184 |
| 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 | $4,831,000 | 220 |
| 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 | $4,314,000 | 246 |
| 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 | $4,534,000 | 235 |
| 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 | $4,939,000 | 224 |
| 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 | $3,316,000 | 287 |