Home > JPMorgan Chase Bank > Fiduciary and Related Services
JPMorgan Chase Bank, 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 | $175,606,000 | 8 |
| Number of Managed Accounts | $127,570,000 | 3 |
| Number of Non-Managed Accounts | $48,036,000 | 8 |
| Total fiduciary and related assets | $1,488,425,000,000 | 6 |
| Managed Assets ($) | $573,893,000,000 | 3 |
| Non-managed Assets ($) | $914,532,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,491,000,000 | 3 |
| 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 | $173,373,000 | 7 |
| Number of Managed Accounts | $125,937,000 | 3 |
| Number of Non-Managed Accounts | $47,436,000 | 7 |
| Total fiduciary and related assets | $1,402,845,000,000 | 6 |
| Managed Assets ($) | $538,150,000,000 | 3 |
| Non-managed Assets ($) | $864,695,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,347,000,000 | 3 |
| 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 | $170,050,000 | 8 |
| Number of Managed Accounts | $123,691,000 | 3 |
| Number of Non-Managed Accounts | $46,359,000 | 8 |
| Total fiduciary and related assets | $1,428,177,000,000 | 6 |
| Managed Assets ($) | $547,943,000,000 | 3 |
| Non-managed Assets ($) | $880,234,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,200,000,000 | 3 |
| 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 | $164,605,000 | 8 |
| Number of Managed Accounts | $120,141,000 | 3 |
| Number of Non-Managed Accounts | $44,464,000 | 8 |
| Total fiduciary and related assets | $1,409,981,000,000 | 6 |
| Managed Assets ($) | $532,406,000,000 | 3 |
| Non-managed Assets ($) | $877,575,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,084,000,000 | 3 |
| 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 | $162,242,000 | 8 |
| Number of Managed Accounts | $118,962,000 | 3 |
| Number of Non-Managed Accounts | $43,280,000 | 8 |
| Total fiduciary and related assets | $1,348,792,000,000 | 6 |
| Managed Assets ($) | $501,439,000,000 | 3 |
| Non-managed Assets ($) | $847,353,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,540,000,000 | 3 |
| 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 | $159,681,000 | 8 |
| Number of Managed Accounts | $117,992,000 | 3 |
| Number of Non-Managed Accounts | $41,689,000 | 8 |
| Total fiduciary and related assets | $1,266,854,000,000 | 6 |
| Managed Assets ($) | $498,053,000,000 | 3 |
| Non-managed Assets ($) | $768,801,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,452,000,000 | 3 |
| 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 | $158,999,000 | 8 |
| Number of Managed Accounts | $118,494,000 | 3 |
| Number of Non-Managed Accounts | $40,505,000 | 7 |
| Total fiduciary and related assets | $1,398,513,000,000 | 5 |
| Managed Assets ($) | $605,515,000,000 | 2 |
| Non-managed Assets ($) | $792,998,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,366,000,000 | 3 |
| 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 | $156,541,000 | 8 |
| Number of Managed Accounts | $116,828,000 | 3 |
| Number of Non-Managed Accounts | $39,713,000 | 7 |
| Total fiduciary and related assets | $1,538,534,000,000 | 5 |
| Managed Assets ($) | $658,213,000,000 | 2 |
| Non-managed Assets ($) | $880,321,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,213,000,000 | 3 |
| 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 | $152,413,000 | 8 |
| Number of Managed Accounts | $113,625,000 | 3 |
| Number of Non-Managed Accounts | $38,788,000 | 8 |
| Total fiduciary and related assets | $1,596,879,000,000 | 5 |
| Managed Assets ($) | $650,882,000,000 | 2 |
| Non-managed Assets ($) | $945,997,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,980,000,000 | 3 |
| 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 | $148,149,000 | 8 |
| Number of Managed Accounts | $110,464,000 | 3 |
| Number of Non-Managed Accounts | $37,685,000 | 9 |
| Total fiduciary and related assets | $1,550,177,000,000 | 5 |
| Managed Assets ($) | $619,115,000,000 | 2 |
| Non-managed Assets ($) | $931,062,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,744,000,000 | 3 |
| 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 | $143,486,000 | 8 |
| Number of Managed Accounts | $107,836,000 | 3 |
| Number of Non-Managed Accounts | $35,650,000 | 11 |
| Total fiduciary and related assets | $1,538,670,000,000 | 5 |
| Managed Assets ($) | $611,037,000,000 | 2 |
| Non-managed Assets ($) | $927,633,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,478,000,000 | 3 |
| 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 | $139,067,000 | 8 |
| Number of Managed Accounts | $103,912,000 | 3 |
| Number of Non-Managed Accounts | $35,155,000 | 11 |
| Total fiduciary and related assets | $1,446,147,000,000 | 5 |
| Managed Assets ($) | $576,152,000,000 | 2 |
| Non-managed Assets ($) | $869,995,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,213,000,000 | 3 |
| 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 | $133,527,000 | 8 |
| Number of Managed Accounts | $99,307,000 | 3 |
| Number of Non-Managed Accounts | $34,220,000 | 11 |
| Total fiduciary and related assets | $1,417,699,000,000 | 5 |
| Managed Assets ($) | $541,450,000,000 | 2 |
| Non-managed Assets ($) | $876,249,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,240,000,000 | 3 |
| 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 | $130,236,000 | 8 |
| Number of Managed Accounts | $96,442,000 | 3 |
| Number of Non-Managed Accounts | $33,794,000 | 11 |
| Total fiduciary and related assets | $1,319,126,000,000 | 5 |
| Managed Assets ($) | $499,464,000,000 | 2 |
| Non-managed Assets ($) | $819,662,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,110,000,000 | 3 |
| 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 | $126,573,000 | 8 |
| Number of Managed Accounts | $93,293,000 | 4 |
| Number of Non-Managed Accounts | $33,280,000 | 11 |
| Total fiduciary and related assets | $1,239,635,000,000 | 5 |
| Managed Assets ($) | $470,307,000,000 | 2 |
| Non-managed Assets ($) | $769,328,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,036,000,000 | 3 |
| 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 | $124,724,000 | 8 |
| Number of Managed Accounts | $92,273,000 | 4 |
| Number of Non-Managed Accounts | $32,451,000 | 11 |
| Total fiduciary and related assets | $1,166,467,000,000 | 5 |
| Managed Assets ($) | $427,448,000,000 | 2 |
| Non-managed Assets ($) | $739,019,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,040,000,000 | 3 |
| 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 | $122,572,000 | 8 |
| Number of Managed Accounts | $90,564,000 | 4 |
| Number of Non-Managed Accounts | $32,008,000 | 11 |
| Total fiduciary and related assets | $1,267,611,000,000 | 5 |
| Managed Assets ($) | $466,404,000,000 | 2 |
| Non-managed Assets ($) | $801,207,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,056,000,000 | 3 |
| 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 | $121,996,000 | 8 |
| Number of Managed Accounts | $90,258,000 | 4 |
| Number of Non-Managed Accounts | $31,738,000 | 11 |
| Total fiduciary and related assets | $1,232,318,000,000 | 5 |
| Managed Assets ($) | $450,994,000,000 | 3 |
| Non-managed Assets ($) | $781,324,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,009,000,000 | 3 |
| 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 | $117,040,000 | 8 |
| Number of Managed Accounts | $90,614,000 | 4 |
| Number of Non-Managed Accounts | $26,426,000 | 13 |
| Total fiduciary and related assets | $1,224,328,000,000 | 5 |
| Managed Assets ($) | $448,640,000,000 | 2 |
| Non-managed Assets ($) | $775,688,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,984,000,000 | 3 |
| 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 | $116,950,000 | 8 |
| Number of Managed Accounts | $90,814,000 | 4 |
| Number of Non-Managed Accounts | $26,136,000 | 13 |
| Total fiduciary and related assets | $1,199,946,000,000 | 4 |
| Managed Assets ($) | $437,092,000,000 | 2 |
| Non-managed Assets ($) | $762,854,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $975,000,000 | 3 |
| 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 | $117,361,000 | 8 |
| Number of Managed Accounts | $91,447,000 | 4 |
| Number of Non-Managed Accounts | $25,914,000 | 12 |
| Total fiduciary and related assets | $1,144,640,000,000 | 5 |
| Managed Assets ($) | $423,169,000,000 | 2 |
| Non-managed Assets ($) | $721,471,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,234,000,000 | 3 |
| 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 | $175,926,000 | 7 |
| Number of Managed Accounts | $150,053,000 | 3 |
| Number of Non-Managed Accounts | $25,873,000 | 12 |
| Total fiduciary and related assets | $1,239,208,000,000 | 4 |
| Managed Assets ($) | $469,652,000,000 | 2 |
| Non-managed Assets ($) | $769,556,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,246,000,000 | 3 |
| 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 | $177,478,000 | 6 |
| Number of Managed Accounts | $151,697,000 | 3 |
| Number of Non-Managed Accounts | $25,781,000 | 11 |
| Total fiduciary and related assets | $1,223,729,000,000 | 4 |
| Managed Assets ($) | $454,053,000,000 | 2 |
| Non-managed Assets ($) | $769,676,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,201,000,000 | 3 |
| 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 | $178,035,000 | 6 |
| Number of Managed Accounts | $152,476,000 | 3 |
| Number of Non-Managed Accounts | $25,559,000 | 12 |
| Total fiduciary and related assets | $1,231,396,000,000 | 4 |
| Managed Assets ($) | $450,301,000,000 | 2 |
| Non-managed Assets ($) | $781,095,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000,000 | 3 |
| 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 | $178,180,000 | 6 |
| Number of Managed Accounts | $152,534,000 | 3 |
| Number of Non-Managed Accounts | $25,646,000 | 12 |
| Total fiduciary and related assets | $1,200,000,000,000 | 4 |
| Managed Assets ($) | $436,392,000,000 | 2 |
| Non-managed Assets ($) | $763,608,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,111,000,000 | 3 |
| 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 | $182,134,000 | 5 |
| Number of Managed Accounts | $156,202,000 | 3 |
| Number of Non-Managed Accounts | $25,932,000 | 12 |
| Total fiduciary and related assets | $1,183,401,000,000 | 4 |
| Managed Assets ($) | $436,938,000,000 | 2 |
| Non-managed Assets ($) | $746,463,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,045,000,000 | 3 |
| 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 | $181,530,000 | 5 |
| Number of Managed Accounts | $155,580,000 | 3 |
| Number of Non-Managed Accounts | $25,950,000 | 13 |
| Total fiduciary and related assets | $1,152,444,000,000 | 4 |
| Managed Assets ($) | $420,693,000,000 | 2 |
| Non-managed Assets ($) | $731,751,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,012,000,000 | 3 |
| 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 | $182,184,000 | 5 |
| Number of Managed Accounts | $156,342,000 | 3 |
| Number of Non-Managed Accounts | $25,842,000 | 13 |
| Total fiduciary and related assets | $1,113,526,000,000 | 4 |
| Managed Assets ($) | $407,236,000,000 | 2 |
| Non-managed Assets ($) | $706,290,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $990,000,000 | 3 |
| 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 | $184,203,000 | 5 |
| Number of Managed Accounts | $158,180,000 | 3 |
| Number of Non-Managed Accounts | $26,023,000 | 13 |
| Total fiduciary and related assets | $1,071,248,000,000 | 4 |
| Managed Assets ($) | $385,975,000,000 | 2 |
| Non-managed Assets ($) | $685,273,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,956,000,000 | 3 |
| 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 | $172,716,000 | 6 |
| Number of Managed Accounts | $167,765,000 | 1 |
| Number of Non-Managed Accounts | $4,951,000 | 23 |
| Total fiduciary and related assets | $1,000,092,000,000 | 5 |
| Managed Assets ($) | $392,017,000,000 | 2 |
| Non-managed Assets ($) | $608,075,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,955,000,000 | 3 |
| 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 | $177,511,000 | 5 |
| Number of Managed Accounts | $172,431,000 | 1 |
| Number of Non-Managed Accounts | $5,080,000 | 23 |
| Total fiduciary and related assets | $989,441,000,000 | 5 |
| Managed Assets ($) | $391,293,000,000 | 2 |
| Non-managed Assets ($) | $598,148,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,967,000,000 | 3 |
| 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 | $182,919,000 | 5 |
| Number of Managed Accounts | $177,887,000 | 1 |
| Number of Non-Managed Accounts | $5,032,000 | 23 |
| Total fiduciary and related assets | $985,224,000,000 | 5 |
| Managed Assets ($) | $399,396,000,000 | 2 |
| Non-managed Assets ($) | $585,828,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $961,000,000 | 3 |
| 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 | $187,340,000 | 5 |
| Number of Managed Accounts | $183,659,000 | 1 |
| Number of Non-Managed Accounts | $3,681,000 | 29 |
| Total fiduciary and related assets | $979,005,000,000 | 5 |
| Managed Assets ($) | $387,809,000,000 | 2 |
| Non-managed Assets ($) | $591,196,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,016,000,000 | 3 |
| 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 | $189,033,000 | 5 |
| Number of Managed Accounts | $185,099,000 | 1 |
| Number of Non-Managed Accounts | $3,934,000 | 27 |
| Total fiduciary and related assets | $1,002,594,000,000 | 5 |
| Managed Assets ($) | $390,423,000,000 | 2 |
| Non-managed Assets ($) | $612,171,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,029,000,000 | 3 |
| 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 | $187,363,000 | 5 |
| Number of Managed Accounts | $182,955,000 | 1 |
| Number of Non-Managed Accounts | $4,408,000 | 24 |
| Total fiduciary and related assets | $1,090,500,000,000 | 4 |
| Managed Assets ($) | $404,386,000,000 | 2 |
| Non-managed Assets ($) | $686,114,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,034,000,000 | 3 |
| 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 | $183,337,000 | 5 |
| Number of Managed Accounts | $178,497,000 | 1 |
| Number of Non-Managed Accounts | $4,840,000 | 25 |
| Total fiduciary and related assets | $1,145,809,000,000 | 4 |
| Managed Assets ($) | $412,992,000,000 | 2 |
| Non-managed Assets ($) | $732,817,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,003,000,000 | 3 |
| 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 | $180,086,000 | 5 |
| Number of Managed Accounts | $174,487,000 | 1 |
| Number of Non-Managed Accounts | $5,599,000 | 24 |
| Total fiduciary and related assets | $1,149,060,000,000 | 4 |
| Managed Assets ($) | $407,653,000,000 | 2 |
| Non-managed Assets ($) | $741,407,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,120,000,000 | 3 |
| 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 | $176,820,000 | 5 |
| Number of Managed Accounts | $171,218,000 | 1 |
| Number of Non-Managed Accounts | $5,602,000 | 24 |
| Total fiduciary and related assets | $1,159,648,000,000 | 4 |
| Managed Assets ($) | $421,034,000,000 | 2 |
| Non-managed Assets ($) | $738,614,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,069,000,000 | 3 |
| 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 | $172,123,000 | 5 |
| Number of Managed Accounts | $166,392,000 | 1 |
| Number of Non-Managed Accounts | $5,731,000 | 24 |
| Total fiduciary and related assets | $1,179,819,000,000 | 4 |
| Managed Assets ($) | $432,733,000,000 | 2 |
| Non-managed Assets ($) | $747,086,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,038,000,000 | 3 |
| 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 | $167,963,000 | 7 |
| Number of Managed Accounts | $161,886,000 | 1 |
| Number of Non-Managed Accounts | $6,077,000 | 26 |
| Total fiduciary and related assets | $1,173,558,000,000 | 5 |
| Managed Assets ($) | $424,325,000,000 | 2 |
| Non-managed Assets ($) | $749,233,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $987,000,000 | 3 |
| 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 | $160,615,000 | 8 |
| Number of Managed Accounts | $154,520,000 | 1 |
| Number of Non-Managed Accounts | $6,095,000 | 25 |
| Total fiduciary and related assets | $1,123,336,000,000 | 5 |
| Managed Assets ($) | $408,573,000,000 | 2 |
| Non-managed Assets ($) | $714,763,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,760,000,000 | 3 |
| 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 | $160,595,000 | 8 |
| Number of Managed Accounts | $147,815,000 | 2 |
| Number of Non-Managed Accounts | $12,780,000 | 16 |
| Total fiduciary and related assets | $1,121,266,000,000 | 5 |
| Managed Assets ($) | $424,465,000,000 | 2 |
| Non-managed Assets ($) | $696,801,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,764,000,000 | 3 |
| 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 | $152,795,000 | 8 |
| Number of Managed Accounts | $140,042,000 | 2 |
| Number of Non-Managed Accounts | $12,753,000 | 17 |
| Total fiduciary and related assets | $1,089,440,000,000 | 5 |
| Managed Assets ($) | $421,731,000,000 | 2 |
| Non-managed Assets ($) | $667,709,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,827,000,000 | 3 |
| 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 | $140,603,000 | 8 |
| Number of Managed Accounts | $127,645,000 | 2 |
| Number of Non-Managed Accounts | $12,958,000 | 17 |
| Total fiduciary and related assets | $1,078,472,000,000 | 6 |
| Managed Assets ($) | $404,112,000,000 | 2 |
| Non-managed Assets ($) | $674,360,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $886,000,000 | 3 |
| 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 | $125,109,000 | 9 |
| Number of Managed Accounts | $111,988,000 | 2 |
| Number of Non-Managed Accounts | $13,121,000 | 17 |
| Total fiduciary and related assets | $1,033,843,000,000 | 6 |
| Managed Assets ($) | $365,692,000,000 | 2 |
| Non-managed Assets ($) | $668,151,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,383,000,000 | 3 |
| 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 | $115,713,000 | 10 |
| Number of Managed Accounts | $102,570,000 | 3 |
| Number of Non-Managed Accounts | $13,143,000 | 17 |
| Total fiduciary and related assets | $1,050,357,000,000 | 6 |
| Managed Assets ($) | $391,420,000,000 | 2 |
| Non-managed Assets ($) | $658,937,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,502,000,000 | 3 |
| 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 | $102,668,000 | 10 |
| Number of Managed Accounts | $90,250,000 | 3 |
| Number of Non-Managed Accounts | $12,418,000 | 18 |
| Total fiduciary and related assets | $676,910,000,000 | 7 |
| Managed Assets ($) | $228,050,000,000 | 3 |
| Non-managed Assets ($) | $448,860,000,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,734,000,000 | 3 |
| 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 | $97,060,000 | 10 |
| Number of Managed Accounts | $84,538,000 | 3 |
| Number of Non-Managed Accounts | $12,522,000 | 17 |
| Total fiduciary and related assets | $706,842,000,000 | 7 |
| Managed Assets ($) | $227,659,000,000 | 4 |
| Non-managed Assets ($) | $479,183,000,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $851,000,000 | 3 |
| 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 | $92,226,000 | 9 |
| Number of Managed Accounts | $79,628,000 | 3 |
| Number of Non-Managed Accounts | $12,598,000 | 16 |
| Total fiduciary and related assets | $704,644,000,000 | 7 |
| Managed Assets ($) | $215,437,000,000 | 3 |
| Non-managed Assets ($) | $489,207,000,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,341,000,000 | 3 |
| 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 | $90,648,000 | 10 |
| Number of Managed Accounts | $77,969,000 | 3 |
| Number of Non-Managed Accounts | $12,679,000 | 17 |
| Total fiduciary and related assets | $679,190,000,000 | 7 |
| Managed Assets ($) | $207,923,000,000 | 3 |
| Non-managed Assets ($) | $471,267,000,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,553,000,000 | 3 |
| 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 | $88,190,000 | 10 |
| Number of Managed Accounts | $75,364,000 | 3 |
| Number of Non-Managed Accounts | $12,826,000 | 17 |
| Total fiduciary and related assets | $709,154,000,000 | 6 |
| Managed Assets ($) | $219,633,000,000 | 3 |
| Non-managed Assets ($) | $489,521,000,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,733,000,000 | 3 |
| 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 | $85,951,000 | 10 |
| Number of Managed Accounts | $72,923,000 | 4 |
| Number of Non-Managed Accounts | $13,028,000 | 17 |
| Total fiduciary and related assets | $686,288,000,000 | 7 |
| Managed Assets ($) | $215,974,000,000 | 3 |
| Non-managed Assets ($) | $470,314,000,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $830,000,000 | 3 |
| 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 | $81,592,000 | 10 |
| Number of Managed Accounts | $68,246,000 | 4 |
| Number of Non-Managed Accounts | $13,346,000 | 17 |
| Total fiduciary and related assets | $617,536,000,000 | 8 |
| Managed Assets ($) | $200,661,000,000 | 3 |
| Non-managed Assets ($) | $416,875,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,098,000,000 | 3 |
| 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 | $87,048,000 | 10 |
| Number of Managed Accounts | $68,253,000 | 4 |
| Number of Non-Managed Accounts | $18,795,000 | 14 |
| Total fiduciary and related assets | $594,627,000,000 | 6 |
| Managed Assets ($) | $194,293,000,000 | 3 |
| Non-managed Assets ($) | $400,334,000,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,298,000,000 | 3 |
| 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 | $87,351,000 | 10 |
| Number of Managed Accounts | $68,359,000 | 4 |
| Number of Non-Managed Accounts | $18,992,000 | 14 |
| Total fiduciary and related assets | $590,497,000,000 | 8 |
| Managed Assets ($) | $182,130,000,000 | 3 |
| Non-managed Assets ($) | $408,367,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,535,000,000 | 3 |
| 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 | $90,752,000 | 9 |
| Number of Managed Accounts | $68,286,000 | 4 |
| Number of Non-Managed Accounts | $22,466,000 | 15 |
| Total fiduciary and related assets | $622,388,000,000 | 7 |
| Managed Assets ($) | $190,496,000,000 | 3 |
| Non-managed Assets ($) | $431,892,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $735,000,000 | 3 |
| 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 | $88,670,000 | 10 |
| Number of Managed Accounts | $67,978,000 | 3 |
| Number of Non-Managed Accounts | $20,692,000 | 15 |
| Total fiduciary and related assets | $605,090,000,000 | 8 |
| Managed Assets ($) | $184,951,000,000 | 3 |
| Non-managed Assets ($) | $420,139,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,729,000,000 | 3 |
| 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 | $84,420,000 | 10 |
| Number of Managed Accounts | $73,013,000 | 2 |
| Number of Non-Managed Accounts | $11,407,000 | 20 |
| Total fiduciary and related assets | $963,394,000,000 | 6 |
| Managed Assets ($) | $182,944,000,000 | 4 |
| Non-managed Assets ($) | $780,450,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,066,000,000 | 3 |
| 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 | $82,092,000 | 10 |
| Number of Managed Accounts | $71,151,000 | 2 |
| Number of Non-Managed Accounts | $10,941,000 | 20 |
| Total fiduciary and related assets | $826,482,000,000 | 6 |
| Managed Assets ($) | $171,318,000,000 | 4 |
| Non-managed Assets ($) | $655,164,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,347,000,000 | 3 |
| 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 | $82,877,000 | 9 |
| Number of Managed Accounts | $70,556,000 | 2 |
| Number of Non-Managed Accounts | $12,321,000 | 19 |
| Total fiduciary and related assets | $788,168,000,000 | 6 |
| Managed Assets ($) | $165,038,000,000 | 4 |
| Non-managed Assets ($) | $623,130,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $639,000,000 | 3 |
| 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 | $82,353,000 | 10 |
| Number of Managed Accounts | $70,404,000 | 2 |
| Number of Non-Managed Accounts | $11,949,000 | 21 |
| Total fiduciary and related assets | $854,515,000,000 | 6 |
| Managed Assets ($) | $170,912,000,000 | 3 |
| Non-managed Assets ($) | $683,603,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,343,000,000 | 3 |
| 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 | $83,237,000 | 9 |
| Number of Managed Accounts | $69,714,000 | 2 |
| Number of Non-Managed Accounts | $13,523,000 | 20 |
| Total fiduciary and related assets | $965,664,000,000 | 6 |
| Managed Assets ($) | $191,026,000,000 | 4 |
| Non-managed Assets ($) | $774,638,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,600,000,000 | 3 |
| 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 | $80,010,000 | 10 |
| Number of Managed Accounts | $66,247,000 | 2 |
| Number of Non-Managed Accounts | $13,763,000 | 21 |
| Total fiduciary and related assets | $1,182,083,000,000 | 6 |
| Managed Assets ($) | $181,373,000,000 | 4 |
| Non-managed Assets ($) | $1,000,710,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,833,000,000 | 2 |
| 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 | $79,451,000 | 9 |
| Number of Managed Accounts | $65,701,000 | 2 |
| Number of Non-Managed Accounts | $13,750,000 | 20 |
| Total fiduciary and related assets | $1,117,338,000,000 | 6 |
| Managed Assets ($) | $195,687,000,000 | 4 |
| Non-managed Assets ($) | $921,651,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $912,000,000 | 2 |
| 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 | $79,724,000 | 9 |
| Number of Managed Accounts | $65,480,000 | 2 |
| Number of Non-Managed Accounts | $14,244,000 | 20 |
| Total fiduciary and related assets | $1,012,477,000,000 | 6 |
| Managed Assets ($) | $198,051,000,000 | 3 |
| Non-managed Assets ($) | $814,426,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,513,000,000 | 2 |
| 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 | $79,606,000 | 9 |
| Number of Managed Accounts | $64,735,000 | 2 |
| Number of Non-Managed Accounts | $14,871,000 | 20 |
| Total fiduciary and related assets | $1,161,175,000,000 | 6 |
| Managed Assets ($) | $196,575,000,000 | 3 |
| Non-managed Assets ($) | $964,600,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,564,000,000 | 2 |
| 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 | $80,216,000 | 9 |
| Number of Managed Accounts | $65,618,000 | 2 |
| Number of Non-Managed Accounts | $14,598,000 | 20 |
| Total fiduciary and related assets | $1,162,693,000,000 | 6 |
| Managed Assets ($) | $197,923,000,000 | 3 |
| Non-managed Assets ($) | $964,770,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000,000 | 2 |
| 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 | $80,634,000 | 10 |
| Number of Managed Accounts | $65,443,000 | 3 |
| Number of Non-Managed Accounts | $15,191,000 | 19 |
| Total fiduciary and related assets | $1,058,891,000,000 | 6 |
| Managed Assets ($) | $198,242,000,000 | 3 |
| Non-managed Assets ($) | $860,649,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $774,000,000 | 2 |
| 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 | $78,862,000 | 10 |
| Number of Managed Accounts | $65,396,000 | 3 |
| Number of Non-Managed Accounts | $13,466,000 | 19 |
| Total fiduciary and related assets | $972,555,000,000 | 6 |
| Managed Assets ($) | $189,288,000,000 | 3 |
| Non-managed Assets ($) | $783,267,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,415,000,000 | 2 |
| 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 | $45,673,000 | 15 |
| Number of Managed Accounts | $31,040,000 | 11 |
| Number of Non-Managed Accounts | $14,633,000 | 18 |
| Total fiduciary and related assets | $1,136,235,000,000 | 4 |
| Managed Assets ($) | $135,946,000,000 | 4 |
| Non-managed Assets ($) | $1,000,289,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,708,000,000 | 2 |
| 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 | $44,938,000 | 16 |
| Number of Managed Accounts | $30,609,000 | 10 |
| Number of Non-Managed Accounts | $14,329,000 | 19 |
| Total fiduciary and related assets | $1,012,377,000,000 | 5 |
| Managed Assets ($) | $122,504,000,000 | 5 |
| Non-managed Assets ($) | $889,873,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,173,000,000 | 2 |
| 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 | $42,544,000 | 17 |
| Number of Managed Accounts | $29,188,000 | 10 |
| Number of Non-Managed Accounts | $13,356,000 | 20 |
| Total fiduciary and related assets | $966,189,000,000 | 5 |
| Managed Assets ($) | $109,644,000,000 | 8 |
| Non-managed Assets ($) | $856,545,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $670,000,000 | 2 |
| 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 | $42,709,000 | 18 |
| Number of Managed Accounts | $29,674,000 | 10 |
| Number of Non-Managed Accounts | $13,035,000 | 19 |
| Total fiduciary and related assets | $981,567,000,000 | 5 |
| Managed Assets ($) | $104,906,000,000 | 7 |
| Non-managed Assets ($) | $876,661,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,629,000,000 | 2 |
| 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 | $47,995,000 | 14 |
| Number of Managed Accounts | $30,459,000 | 9 |
| Number of Non-Managed Accounts | $17,536,000 | 14 |
| Total fiduciary and related assets | $920,827,000,000 | 5 |
| Managed Assets ($) | $106,257,000,000 | 7 |
| Non-managed Assets ($) | $814,570,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000,000 | 2 |
| 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 | $47,789,000 | 15 |
| Number of Managed Accounts | $30,619,000 | 9 |
| Number of Non-Managed Accounts | $17,170,000 | 17 |
| Total fiduciary and related assets | $878,843,000,000 | 4 |
| Managed Assets ($) | $111,237,000,000 | 6 |
| Non-managed Assets ($) | $767,606,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,334,000,000 | 2 |
| 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 | $48,024,000 | 14 |
| Number of Managed Accounts | $30,934,000 | 10 |
| Number of Non-Managed Accounts | $17,090,000 | 18 |
| Total fiduciary and related assets | $883,833,000,000 | 4 |
| Managed Assets ($) | $109,302,000,000 | 5 |
| Non-managed Assets ($) | $774,531,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $732,000,000 | 2 |
| 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 | $48,740,000 | 14 |
| Number of Managed Accounts | $31,587,000 | 10 |
| Number of Non-Managed Accounts | $17,153,000 | 19 |
| Total fiduciary and related assets | $861,333,000,000 | 4 |
| Managed Assets ($) | $109,335,000,000 | 6 |
| Non-managed Assets ($) | $751,998,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,624,000,000 | 3 |
| 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 | $47,345,000 | 16 |
| Number of Managed Accounts | $29,706,000 | 11 |
| Number of Non-Managed Accounts | $17,639,000 | 18 |
| Total fiduciary and related assets | $834,165,000,000 | 4 |
| Managed Assets ($) | $106,725,000,000 | 5 |
| Non-managed Assets ($) | $727,440,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,833,000,000 | 3 |
| 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 | $50,740,000 | 14 |
| Number of Managed Accounts | $29,862,000 | 11 |
| Number of Non-Managed Accounts | $20,878,000 | 17 |
| Total fiduciary and related assets | $876,818,000,000 | 3 |
| Managed Assets ($) | $106,986,000,000 | 5 |
| Non-managed Assets ($) | $769,832,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,241,000,000 | 3 |
| 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 | $51,485,000 | 14 |
| Number of Managed Accounts | $30,148,000 | 11 |
| Number of Non-Managed Accounts | $21,337,000 | 17 |
| Total fiduciary and related assets | $874,518,000,000 | 3 |
| Managed Assets ($) | $108,111,000,000 | 6 |
| Non-managed Assets ($) | $766,407,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $605,000,000 | 3 |
| 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 | $399,412,000 | 5 |
| Number of Managed Accounts | $30,481,000 | 11 |
| Number of Non-Managed Accounts | $368,931,000 | 4 |
| Total fiduciary and related assets | $883,988,000,000 | 3 |
| Managed Assets ($) | $105,887,000,000 | 6 |
| Non-managed Assets ($) | $778,101,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,336,000,000 | 2 |
| 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 | $399,731,000 | 5 |
| Number of Managed Accounts | $33,276,000 | 9 |
| Number of Non-Managed Accounts | $366,455,000 | 4 |
| Total fiduciary and related assets | $799,705,000,000 | 3 |
| Managed Assets ($) | $95,928,000,000 | 7 |
| Non-managed Assets ($) | $703,777,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,753,000,000 | 2 |
| 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 | $393,697,000 | 6 |
| Number of Managed Accounts | $32,809,000 | 9 |
| Number of Non-Managed Accounts | $360,888,000 | 4 |
| Total fiduciary and related assets | $779,839,000,000 | 3 |
| Managed Assets ($) | $97,960,000,000 | 7 |
| Non-managed Assets ($) | $681,879,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,166,000,000 | 1 |
| 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 | $398,788,000 | 6 |
| Number of Managed Accounts | $32,144,000 | 10 |
| Number of Non-Managed Accounts | $366,644,000 | 4 |
| Total fiduciary and related assets | $704,363,000,000 | 3 |
| Managed Assets ($) | $92,098,000,000 | 8 |
| Non-managed Assets ($) | $612,265,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $579,000,000 | 1 |
| 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 | $382,755,000 | 6 |
| Number of Managed Accounts | $31,379,000 | 10 |
| Number of Non-Managed Accounts | $351,376,000 | 4 |
| Total fiduciary and related assets | $724,903,000,000 | 3 |
| Managed Assets ($) | $91,054,000,000 | 9 |
| Non-managed Assets ($) | $633,849,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,436,000,000 | 1 |
| 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 | $261,648,000 | 6 |
| Number of Managed Accounts | $33,834,000 | 9 |
| Number of Non-Managed Accounts | $227,814,000 | 4 |
| Total fiduciary and related assets | $762,325,000,000 | 4 |
| Managed Assets ($) | $127,661,000,000 | 6 |
| Non-managed Assets ($) | $634,664,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,338,000,000 | 1 |
| 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 | $1,585,000,000 | 3 |
| 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 | $1,491,000,000 | 2 |
| 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 | $1,283,000,000 | 2 |
| 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 | $1,119,000,000 | 2 |
| 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 | $962,000,000 | 1 |
| 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 | $221,000,000 | 11 |
| 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 | $245,000,000 | 9 |
| 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 | $248,000,000 | 8 |
| 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 | $241,000,000 | 8 |