Home > HSBC Bank USA > Fiduciary and Related Services
HSBC Bank USA, 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 | $2,976,000 | 104 |
| Number of Managed Accounts | $1,335,000 | 155 |
| Number of Non-Managed Accounts | $1,641,000 | 51 |
| Total fiduciary and related assets | $26,681,134,000 | 48 |
| Managed Assets ($) | $6,914,655,000 | 61 |
| Non-managed Assets ($) | $19,766,479,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,100,000 | 47 |
| 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 | $3,216,000 | 93 |
| Number of Managed Accounts | $1,585,000 | 131 |
| Number of Non-Managed Accounts | $1,631,000 | 49 |
| Total fiduciary and related assets | $20,240,263,000 | 53 |
| Managed Assets ($) | $6,796,192,000 | 61 |
| Non-managed Assets ($) | $13,444,071,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,443,000 | 48 |
| 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 | $3,193,000 | 91 |
| Number of Managed Accounts | $1,632,000 | 130 |
| Number of Non-Managed Accounts | $1,561,000 | 49 |
| Total fiduciary and related assets | $20,593,873,000 | 51 |
| Managed Assets ($) | $7,758,430,000 | 57 |
| Non-managed Assets ($) | $12,835,443,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,274,000 | 46 |
| 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 | $3,155,000 | 98 |
| Number of Managed Accounts | $1,654,000 | 132 |
| Number of Non-Managed Accounts | $1,501,000 | 52 |
| Total fiduciary and related assets | $21,074,575,000 | 57 |
| Managed Assets ($) | $7,626,992,000 | 60 |
| Non-managed Assets ($) | $13,447,583,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,923,000 | 47 |
| 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 | $3,166,000 | 100 |
| Number of Managed Accounts | $1,712,000 | 132 |
| Number of Non-Managed Accounts | $1,454,000 | 54 |
| Total fiduciary and related assets | $19,033,890,000 | 56 |
| Managed Assets ($) | $7,603,171,000 | 57 |
| Non-managed Assets ($) | $11,430,719,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $81,343,000 | 50 |
| 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 | $3,256,000 | 96 |
| Number of Managed Accounts | $1,730,000 | 130 |
| Number of Non-Managed Accounts | $1,526,000 | 51 |
| Total fiduciary and related assets | $17,432,043,000 | 56 |
| Managed Assets ($) | $7,742,601,000 | 54 |
| Non-managed Assets ($) | $9,689,442,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,795,000 | 51 |
| 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 | $3,273,000 | 82 |
| Number of Managed Accounts | $1,752,000 | 120 |
| Number of Non-Managed Accounts | $1,521,000 | 42 |
| Total fiduciary and related assets | $17,718,356,000 | 47 |
| Managed Assets ($) | $8,074,943,000 | 46 |
| Non-managed Assets ($) | $9,643,413,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,232,000 | 42 |
| 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 | $3,283,000 | 83 |
| Number of Managed Accounts | $1,789,000 | 119 |
| Number of Non-Managed Accounts | $1,494,000 | 44 |
| Total fiduciary and related assets | $18,444,923,000 | 46 |
| Managed Assets ($) | $8,735,414,000 | 46 |
| Non-managed Assets ($) | $9,709,509,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,220,000 | 42 |
| 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 | $3,288,000 | 83 |
| Number of Managed Accounts | $1,827,000 | 115 |
| Number of Non-Managed Accounts | $1,461,000 | 46 |
| Total fiduciary and related assets | $18,532,407,000 | 44 |
| Managed Assets ($) | $8,626,134,000 | 46 |
| Non-managed Assets ($) | $9,906,273,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,116,000 | 40 |
| 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 | $3,229,000 | 83 |
| Number of Managed Accounts | $1,821,000 | 116 |
| Number of Non-Managed Accounts | $1,408,000 | 45 |
| Total fiduciary and related assets | $17,686,419,000 | 46 |
| Managed Assets ($) | $8,480,685,000 | 45 |
| Non-managed Assets ($) | $9,205,734,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,260,000 | 41 |
| 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 | $3,330,000 | 80 |
| Number of Managed Accounts | $1,862,000 | 114 |
| Number of Non-Managed Accounts | $1,468,000 | 45 |
| Total fiduciary and related assets | $17,549,296,000 | 47 |
| Managed Assets ($) | $8,423,180,000 | 46 |
| Non-managed Assets ($) | $9,126,116,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,772,000 | 41 |
| 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 | $3,091,000 | 85 |
| Number of Managed Accounts | $1,608,000 | 130 |
| Number of Non-Managed Accounts | $1,483,000 | 44 |
| Total fiduciary and related assets | $17,330,379,000 | 46 |
| Managed Assets ($) | $7,460,512,000 | 48 |
| Non-managed Assets ($) | $9,869,867,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,035,000 | 42 |
| 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 | $3,160,000 | 84 |
| Number of Managed Accounts | $1,652,000 | 131 |
| Number of Non-Managed Accounts | $1,508,000 | 48 |
| Total fiduciary and related assets | $18,550,620,000 | 46 |
| Managed Assets ($) | $7,243,456,000 | 49 |
| Non-managed Assets ($) | $11,307,164,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,241,000 | 39 |
| 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 | $3,178,000 | 82 |
| Number of Managed Accounts | $1,682,000 | 124 |
| Number of Non-Managed Accounts | $1,496,000 | 47 |
| Total fiduciary and related assets | $18,641,519,000 | 44 |
| Managed Assets ($) | $7,450,869,000 | 47 |
| Non-managed Assets ($) | $11,190,650,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,893,000 | 39 |
| 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 | $3,213,000 | 80 |
| Number of Managed Accounts | $1,720,000 | 124 |
| Number of Non-Managed Accounts | $1,493,000 | 47 |
| Total fiduciary and related assets | $19,926,889,000 | 42 |
| Managed Assets ($) | $7,298,195,000 | 47 |
| Non-managed Assets ($) | $12,628,694,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,651,000 | 39 |
| 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 | $3,257,000 | 80 |
| Number of Managed Accounts | $1,786,000 | 116 |
| Number of Non-Managed Accounts | $1,471,000 | 47 |
| Total fiduciary and related assets | $20,771,066,000 | 39 |
| Managed Assets ($) | $6,851,631,000 | 47 |
| Non-managed Assets ($) | $13,919,435,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,370,000 | 41 |
| 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 | $3,251,000 | 82 |
| Number of Managed Accounts | $1,786,000 | 120 |
| Number of Non-Managed Accounts | $1,465,000 | 49 |
| Total fiduciary and related assets | $21,320,142,000 | 41 |
| Managed Assets ($) | $7,492,470,000 | 47 |
| Non-managed Assets ($) | $13,827,672,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,248,000 | 38 |
| 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 | $3,226,000 | 81 |
| Number of Managed Accounts | $1,791,000 | 120 |
| Number of Non-Managed Accounts | $1,435,000 | 48 |
| Total fiduciary and related assets | $20,376,512,000 | 43 |
| Managed Assets ($) | $7,471,476,000 | 49 |
| Non-managed Assets ($) | $12,905,036,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,085,000 | 39 |
| 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 | $3,134,000 | 86 |
| Number of Managed Accounts | $1,815,000 | 122 |
| Number of Non-Managed Accounts | $1,319,000 | 50 |
| Total fiduciary and related assets | $20,036,170,000 | 43 |
| Managed Assets ($) | $7,536,998,000 | 47 |
| Non-managed Assets ($) | $12,499,172,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,686,000 | 39 |
| 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 | $3,121,000 | 86 |
| Number of Managed Accounts | $1,834,000 | 121 |
| Number of Non-Managed Accounts | $1,287,000 | 54 |
| Total fiduciary and related assets | $21,665,476,000 | 41 |
| Managed Assets ($) | $7,183,378,000 | 48 |
| Non-managed Assets ($) | $14,482,098,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,647,000 | 39 |
| 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 | $3,143,000 | 86 |
| Number of Managed Accounts | $1,880,000 | 113 |
| Number of Non-Managed Accounts | $1,263,000 | 57 |
| Total fiduciary and related assets | $21,475,386,000 | 40 |
| Managed Assets ($) | $6,990,328,000 | 45 |
| Non-managed Assets ($) | $14,485,058,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,502,000 | 39 |
| 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 | $3,220,000 | 81 |
| Number of Managed Accounts | $1,957,000 | 106 |
| Number of Non-Managed Accounts | $1,263,000 | 54 |
| Total fiduciary and related assets | $22,077,147,000 | 40 |
| Managed Assets ($) | $7,539,595,000 | 45 |
| Non-managed Assets ($) | $14,537,552,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,282,000 | 39 |
| 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 | $3,309,000 | 79 |
| Number of Managed Accounts | $2,060,000 | 99 |
| Number of Non-Managed Accounts | $1,249,000 | 54 |
| Total fiduciary and related assets | $22,056,432,000 | 40 |
| Managed Assets ($) | $7,763,496,000 | 41 |
| Non-managed Assets ($) | $14,292,936,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,971,000 | 38 |
| 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 | $3,380,000 | 75 |
| Number of Managed Accounts | $2,173,000 | 92 |
| Number of Non-Managed Accounts | $1,207,000 | 59 |
| Total fiduciary and related assets | $21,508,185,000 | 40 |
| Managed Assets ($) | $7,680,256,000 | 41 |
| Non-managed Assets ($) | $13,827,929,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,355,000 | 37 |
| 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 | $3,399,000 | 75 |
| Number of Managed Accounts | $2,234,000 | 90 |
| Number of Non-Managed Accounts | $1,165,000 | 65 |
| Total fiduciary and related assets | $20,990,415,000 | 41 |
| Managed Assets ($) | $7,317,318,000 | 42 |
| Non-managed Assets ($) | $13,673,097,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,188,000 | 37 |
| 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 | $3,542,000 | 72 |
| Number of Managed Accounts | $2,341,000 | 85 |
| Number of Non-Managed Accounts | $1,201,000 | 60 |
| Total fiduciary and related assets | $23,814,898,000 | 37 |
| Managed Assets ($) | $8,110,927,000 | 40 |
| Non-managed Assets ($) | $15,703,971,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,438,000 | 37 |
| 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 | $3,525,000 | 70 |
| Number of Managed Accounts | $2,377,000 | 80 |
| Number of Non-Managed Accounts | $1,148,000 | 60 |
| Total fiduciary and related assets | $23,180,595,000 | 37 |
| Managed Assets ($) | $7,978,204,000 | 40 |
| Non-managed Assets ($) | $15,202,391,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,024,000 | 37 |
| 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 | $3,230,000 | 75 |
| Number of Managed Accounts | $2,408,000 | 79 |
| Number of Non-Managed Accounts | $822,000 | 68 |
| Total fiduciary and related assets | $24,084,533,000 | 37 |
| Managed Assets ($) | $7,504,904,000 | 40 |
| Non-managed Assets ($) | $16,579,629,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,388,000 | 37 |
| 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 | $3,284,000 | 76 |
| Number of Managed Accounts | $2,462,000 | 76 |
| Number of Non-Managed Accounts | $822,000 | 73 |
| Total fiduciary and related assets | $23,632,349,000 | 36 |
| Managed Assets ($) | $7,281,217,000 | 40 |
| Non-managed Assets ($) | $16,351,132,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,373,000 | 37 |
| 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 | $3,316,000 | 73 |
| Number of Managed Accounts | $2,488,000 | 72 |
| Number of Non-Managed Accounts | $828,000 | 66 |
| Total fiduciary and related assets | $24,722,513,000 | 36 |
| Managed Assets ($) | $7,408,258,000 | 41 |
| Non-managed Assets ($) | $17,314,255,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,768,000 | 37 |
| 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 | $3,357,000 | 74 |
| Number of Managed Accounts | $2,547,000 | 70 |
| Number of Non-Managed Accounts | $810,000 | 67 |
| Total fiduciary and related assets | $24,563,052,000 | 36 |
| Managed Assets ($) | $7,394,254,000 | 41 |
| Non-managed Assets ($) | $17,168,798,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,689,000 | 37 |
| 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 | $3,321,000 | 75 |
| Number of Managed Accounts | $2,618,000 | 69 |
| Number of Non-Managed Accounts | $703,000 | 76 |
| Total fiduciary and related assets | $23,377,117,000 | 36 |
| Managed Assets ($) | $7,254,778,000 | 41 |
| Non-managed Assets ($) | $16,122,339,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,343,000 | 37 |
| 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 | $3,363,000 | 76 |
| Number of Managed Accounts | $2,682,000 | 67 |
| Number of Non-Managed Accounts | $681,000 | 82 |
| Total fiduciary and related assets | $23,183,060,000 | 35 |
| Managed Assets ($) | $7,564,053,000 | 39 |
| Non-managed Assets ($) | $15,619,007,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,452,000 | 34 |
| 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 | $3,402,000 | 72 |
| Number of Managed Accounts | $2,720,000 | 67 |
| Number of Non-Managed Accounts | $682,000 | 75 |
| Total fiduciary and related assets | $23,328,504,000 | 34 |
| Managed Assets ($) | $7,492,385,000 | 39 |
| Non-managed Assets ($) | $15,836,119,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,469,000 | 34 |
| 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 | $3,416,000 | 74 |
| Number of Managed Accounts | $2,744,000 | 68 |
| Number of Non-Managed Accounts | $672,000 | 75 |
| Total fiduciary and related assets | $24,150,926,000 | 35 |
| Managed Assets ($) | $8,012,649,000 | 40 |
| Non-managed Assets ($) | $16,138,277,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,136,000 | 36 |
| 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 | $3,454,000 | 75 |
| Number of Managed Accounts | $2,792,000 | 65 |
| Number of Non-Managed Accounts | $662,000 | 79 |
| Total fiduciary and related assets | $24,329,542,000 | 35 |
| Managed Assets ($) | $8,114,357,000 | 40 |
| Non-managed Assets ($) | $16,215,185,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,893,000 | 35 |
| 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 | $2,889,000 | 90 |
| Number of Managed Accounts | $2,227,000 | 79 |
| Number of Non-Managed Accounts | $662,000 | 87 |
| Total fiduciary and related assets | $23,863,270,000 | 35 |
| Managed Assets ($) | $8,183,160,000 | 39 |
| Non-managed Assets ($) | $15,680,110,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $84,365,000 | 35 |
| 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 | $3,606,000 | 70 |
| Number of Managed Accounts | $2,941,000 | 60 |
| Number of Non-Managed Accounts | $665,000 | 79 |
| Total fiduciary and related assets | $23,930,352,000 | 36 |
| Managed Assets ($) | $8,146,487,000 | 38 |
| Non-managed Assets ($) | $15,783,865,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,304,000 | 34 |
| 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 | $3,630,000 | 69 |
| Number of Managed Accounts | $2,942,000 | 59 |
| Number of Non-Managed Accounts | $688,000 | 80 |
| Total fiduciary and related assets | $22,396,369,000 | 35 |
| Managed Assets ($) | $8,029,582,000 | 38 |
| Non-managed Assets ($) | $14,366,787,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,855,000 | 34 |
| 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 | $3,681,000 | 70 |
| Number of Managed Accounts | $2,963,000 | 61 |
| Number of Non-Managed Accounts | $718,000 | 81 |
| Total fiduciary and related assets | $21,679,530,000 | 36 |
| Managed Assets ($) | $7,857,187,000 | 39 |
| Non-managed Assets ($) | $13,822,343,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,141,000 | 38 |
| 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 | $3,714,000 | 72 |
| Number of Managed Accounts | $2,964,000 | 61 |
| Number of Non-Managed Accounts | $750,000 | 87 |
| Total fiduciary and related assets | $21,416,793,000 | 36 |
| Managed Assets ($) | $7,547,328,000 | 40 |
| Non-managed Assets ($) | $13,869,465,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $69,147,000 | 38 |
| 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 | $3,771,000 | 68 |
| Number of Managed Accounts | $3,009,000 | 59 |
| Number of Non-Managed Accounts | $762,000 | 78 |
| Total fiduciary and related assets | $20,800,922,000 | 36 |
| Managed Assets ($) | $7,758,068,000 | 38 |
| Non-managed Assets ($) | $13,042,854,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,643,000 | 36 |
| 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 | $3,838,000 | 64 |
| Number of Managed Accounts | $3,055,000 | 54 |
| Number of Non-Managed Accounts | $783,000 | 79 |
| Total fiduciary and related assets | $20,459,848,000 | 36 |
| Managed Assets ($) | $7,510,657,000 | 39 |
| Non-managed Assets ($) | $12,949,191,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,282,000 | 36 |
| 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 | $3,807,000 | 65 |
| Number of Managed Accounts | $2,987,000 | 55 |
| Number of Non-Managed Accounts | $820,000 | 77 |
| Total fiduciary and related assets | $20,859,341,000 | 37 |
| Managed Assets ($) | $7,615,335,000 | 39 |
| Non-managed Assets ($) | $13,244,006,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,170,000 | 37 |
| 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 | $3,729,000 | 68 |
| Number of Managed Accounts | $2,902,000 | 55 |
| Number of Non-Managed Accounts | $827,000 | 83 |
| Total fiduciary and related assets | $21,038,863,000 | 37 |
| Managed Assets ($) | $7,119,419,000 | 39 |
| Non-managed Assets ($) | $13,919,444,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $67,573,000 | 35 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,672,000 | 67 |
| Number of Managed Accounts | $2,835,000 | 56 |
| Number of Non-Managed Accounts | $837,000 | 72 |
| Total fiduciary and related assets | $22,391,391,000 | 33 |
| Managed Assets ($) | $7,223,593,000 | 39 |
| Non-managed Assets ($) | $15,167,798,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,021,000 | 35 |
| 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 | $3,625,000 | 68 |
| Number of Managed Accounts | $2,788,000 | 57 |
| Number of Non-Managed Accounts | $837,000 | 74 |
| Total fiduciary and related assets | $22,231,052,000 | 34 |
| Managed Assets ($) | $6,845,524,000 | 40 |
| Non-managed Assets ($) | $15,385,528,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,167,000 | 35 |
| 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 | $3,532,000 | 72 |
| Number of Managed Accounts | $2,663,000 | 59 |
| Number of Non-Managed Accounts | $869,000 | 69 |
| Total fiduciary and related assets | $22,925,230,000 | 32 |
| Managed Assets ($) | $7,095,882,000 | 40 |
| Non-managed Assets ($) | $15,829,348,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,505,000 | 36 |
| 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 | $3,673,000 | 68 |
| Number of Managed Accounts | $2,754,000 | 57 |
| Number of Non-Managed Accounts | $919,000 | 72 |
| Total fiduciary and related assets | $23,878,363,000 | 31 |
| Managed Assets ($) | $6,598,231,000 | 40 |
| Non-managed Assets ($) | $17,280,132,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,629,000 | 30 |
| 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 | $3,863,000 | 68 |
| Number of Managed Accounts | $2,790,000 | 61 |
| Number of Non-Managed Accounts | $1,073,000 | 57 |
| Total fiduciary and related assets | $24,490,207,000 | 32 |
| Managed Assets ($) | $6,280,150,000 | 43 |
| Non-managed Assets ($) | $18,210,057,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,367,000 | 30 |
| 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 | $3,832,000 | 69 |
| Number of Managed Accounts | $2,736,000 | 60 |
| Number of Non-Managed Accounts | $1,096,000 | 59 |
| Total fiduciary and related assets | $25,481,818,000 | 33 |
| Managed Assets ($) | $6,641,664,000 | 44 |
| Non-managed Assets ($) | $18,840,154,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,108,000 | 30 |
| 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 | $3,785,000 | 70 |
| Number of Managed Accounts | $2,664,000 | 62 |
| Number of Non-Managed Accounts | $1,121,000 | 60 |
| Total fiduciary and related assets | $25,759,130,000 | 32 |
| Managed Assets ($) | $6,598,766,000 | 44 |
| Non-managed Assets ($) | $19,160,364,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,383,000 | 31 |
| 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 | $3,711,000 | 73 |
| Number of Managed Accounts | $2,591,000 | 64 |
| Number of Non-Managed Accounts | $1,120,000 | 66 |
| Total fiduciary and related assets | $28,964,190,000 | 30 |
| Managed Assets ($) | $6,359,534,000 | 45 |
| Non-managed Assets ($) | $22,604,656,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,122,000 | 31 |
| 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 | $3,802,000 | 69 |
| Number of Managed Accounts | $2,635,000 | 62 |
| Number of Non-Managed Accounts | $1,167,000 | 58 |
| Total fiduciary and related assets | $28,282,789,000 | 30 |
| Managed Assets ($) | $5,980,827,000 | 43 |
| Non-managed Assets ($) | $22,301,962,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,035,000 | 31 |
| 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 | $3,862,000 | 70 |
| Number of Managed Accounts | $2,672,000 | 61 |
| Number of Non-Managed Accounts | $1,190,000 | 61 |
| Total fiduciary and related assets | $28,314,052,000 | 29 |
| Managed Assets ($) | $5,842,102,000 | 43 |
| Non-managed Assets ($) | $22,471,950,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,442,000 | 31 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,048,000 | 69 |
| Number of Managed Accounts | $2,685,000 | 59 |
| Number of Non-Managed Accounts | $1,363,000 | 56 |
| Total fiduciary and related assets | $28,221,326,000 | 30 |
| Managed Assets ($) | $5,908,109,000 | 42 |
| Non-managed Assets ($) | $22,313,217,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,298,000 | 30 |
| 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 | $3,885,000 | 77 |
| Number of Managed Accounts | $2,639,000 | 65 |
| Number of Non-Managed Accounts | $1,246,000 | 68 |
| Total fiduciary and related assets | $28,022,446,000 | 31 |
| Managed Assets ($) | $5,721,446,000 | 45 |
| Non-managed Assets ($) | $22,301,000,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,982,000 | 32 |
| 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 | $3,483,000 | 76 |
| Number of Managed Accounts | $2,566,000 | 66 |
| Number of Non-Managed Accounts | $917,000 | 75 |
| Total fiduciary and related assets | $28,281,197,000 | 33 |
| Managed Assets ($) | $5,506,048,000 | 48 |
| Non-managed Assets ($) | $22,775,149,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,138,000 | 33 |
| 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 | $3,582,000 | 78 |
| Number of Managed Accounts | $2,550,000 | 70 |
| Number of Non-Managed Accounts | $1,032,000 | 71 |
| Total fiduciary and related assets | $30,652,799,000 | 31 |
| Managed Assets ($) | $4,955,803,000 | 49 |
| Non-managed Assets ($) | $25,696,996,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,466,000 | 31 |
| 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 | $3,824,000 | 74 |
| Number of Managed Accounts | $2,611,000 | 68 |
| Number of Non-Managed Accounts | $1,213,000 | 59 |
| Total fiduciary and related assets | $32,144,860,000 | 29 |
| Managed Assets ($) | $4,594,870,000 | 49 |
| Non-managed Assets ($) | $27,549,990,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,803,000 | 30 |
| 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 | $3,870,000 | 80 |
| Number of Managed Accounts | $2,582,000 | 70 |
| Number of Non-Managed Accounts | $1,288,000 | 68 |
| Total fiduciary and related assets | $35,841,470,000 | 28 |
| Managed Assets ($) | $4,983,971,000 | 47 |
| Non-managed Assets ($) | $30,857,499,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $96,624,000 | 28 |
| 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 | $3,999,000 | 75 |
| Number of Managed Accounts | $2,688,000 | 66 |
| Number of Non-Managed Accounts | $1,311,000 | 62 |
| Total fiduciary and related assets | $41,462,731,000 | 28 |
| Managed Assets ($) | $5,845,000,000 | 48 |
| Non-managed Assets ($) | $35,617,731,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,160,000 | 32 |
| 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 | $4,077,000 | 75 |
| Number of Managed Accounts | $2,780,000 | 67 |
| Number of Non-Managed Accounts | $1,297,000 | 65 |
| Total fiduciary and related assets | $36,364,318,000 | 33 |
| Managed Assets ($) | $6,383,129,000 | 51 |
| Non-managed Assets ($) | $29,981,189,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,740,000 | 36 |
| 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 | $4,202,000 | 73 |
| Number of Managed Accounts | $2,844,000 | 66 |
| Number of Non-Managed Accounts | $1,358,000 | 61 |
| Total fiduciary and related assets | $38,146,126,000 | 30 |
| Managed Assets ($) | $6,546,191,000 | 49 |
| Non-managed Assets ($) | $31,599,935,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,035,000 | 35 |
| 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 | $4,264,000 | 72 |
| Number of Managed Accounts | $2,881,000 | 64 |
| Number of Non-Managed Accounts | $1,383,000 | 66 |
| Total fiduciary and related assets | $39,738,099,000 | 32 |
| Managed Assets ($) | $6,872,470,000 | 49 |
| Non-managed Assets ($) | $32,865,629,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,129,000 | 35 |
| 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 | $7,648,000 | 48 |
| Number of Managed Accounts | $5,892,000 | 36 |
| Number of Non-Managed Accounts | $1,756,000 | 52 |
| Total fiduciary and related assets | $68,477,204,000 | 24 |
| Managed Assets ($) | $28,995,955,000 | 22 |
| Non-managed Assets ($) | $39,481,249,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,706,000 | 32 |
| 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 | $6,651,000 | 51 |
| Number of Managed Accounts | $4,835,000 | 41 |
| Number of Non-Managed Accounts | $1,816,000 | 52 |
| Total fiduciary and related assets | $60,151,150,000 | 24 |
| Managed Assets ($) | $23,390,815,000 | 24 |
| Non-managed Assets ($) | $36,760,335,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,722,000 | 34 |
| 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 | $6,840,000 | 49 |
| Number of Managed Accounts | $5,070,000 | 36 |
| Number of Non-Managed Accounts | $1,770,000 | 53 |
| Total fiduciary and related assets | $71,151,050,000 | 22 |
| Managed Assets ($) | $43,321,689,000 | 18 |
| Non-managed Assets ($) | $27,829,361,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,160,000 | 34 |
| 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 | $6,511,000 | 50 |
| Number of Managed Accounts | $4,777,000 | 41 |
| Number of Non-Managed Accounts | $1,734,000 | 59 |
| Total fiduciary and related assets | $66,536,534,000 | 24 |
| Managed Assets ($) | $43,362,413,000 | 18 |
| Non-managed Assets ($) | $23,174,121,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,457,000 | 34 |
| 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 | $6,412,000 | 52 |
| Number of Managed Accounts | $4,695,000 | 42 |
| Number of Non-Managed Accounts | $1,717,000 | 57 |
| Total fiduciary and related assets | $49,967,644,000 | 26 |
| Managed Assets ($) | $30,923,943,000 | 22 |
| Non-managed Assets ($) | $19,043,701,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,232,000 | 36 |
| 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 | $5,117,000 | 64 |
| Number of Managed Accounts | $3,474,000 | 56 |
| Number of Non-Managed Accounts | $1,643,000 | 57 |
| Total fiduciary and related assets | $42,151,204,000 | 28 |
| Managed Assets ($) | $25,584,600,000 | 22 |
| Non-managed Assets ($) | $16,566,604,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,328,000 | 37 |
| 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 | $6,081,000 | 52 |
| Number of Managed Accounts | $4,444,000 | 46 |
| Number of Non-Managed Accounts | $1,637,000 | 56 |
| Total fiduciary and related assets | $42,163,285,000 | 28 |
| Managed Assets ($) | $23,830,205,000 | 22 |
| Non-managed Assets ($) | $18,333,080,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,125,000 | 37 |
| 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 | $4,812,000 | 73 |
| Number of Managed Accounts | $2,828,000 | 68 |
| Number of Non-Managed Accounts | $1,984,000 | 58 |
| Total fiduciary and related assets | $45,526,960,000 | 28 |
| Managed Assets ($) | $27,909,917,000 | 22 |
| Non-managed Assets ($) | $17,617,043,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,341,000 | 37 |
| 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 | $4,659,000 | 69 |
| Number of Managed Accounts | $2,879,000 | 67 |
| Number of Non-Managed Accounts | $1,780,000 | 52 |
| Total fiduciary and related assets | $43,275,343,000 | 29 |
| Managed Assets ($) | $26,394,447,000 | 22 |
| Non-managed Assets ($) | $16,880,896,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,230,000 | 37 |
| 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 | $4,800,000 | 65 |
| Number of Managed Accounts | $2,973,000 | 66 |
| Number of Non-Managed Accounts | $1,827,000 | 52 |
| Total fiduciary and related assets | $45,643,178,000 | 26 |
| Managed Assets ($) | $28,701,525,000 | 21 |
| Non-managed Assets ($) | $16,941,653,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,608,000 | 36 |
| 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 | $5,019,000 | 65 |
| Number of Managed Accounts | $3,159,000 | 68 |
| Number of Non-Managed Accounts | $1,860,000 | 55 |
| Total fiduciary and related assets | $45,461,879,000 | 28 |
| Managed Assets ($) | $28,288,565,000 | 23 |
| Non-managed Assets ($) | $17,173,314,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,414,000 | 36 |
| 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 | $7,128,000 | 56 |
| Number of Managed Accounts | $5,263,000 | 43 |
| Number of Non-Managed Accounts | $1,865,000 | 61 |
| Total fiduciary and related assets | $48,188,287,000 | 29 |
| Managed Assets ($) | $33,723,339,000 | 21 |
| Non-managed Assets ($) | $14,464,948,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,221,000 | 35 |
| 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 | $7,222,000 | 51 |
| Number of Managed Accounts | $5,354,000 | 39 |
| Number of Non-Managed Accounts | $1,868,000 | 56 |
| Total fiduciary and related assets | $44,484,401,000 | 29 |
| Managed Assets ($) | $31,016,711,000 | 21 |
| Non-managed Assets ($) | $13,467,690,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,580,000 | 36 |