Home > State Street Bank and Trust Company > Fiduciary and Related Services
State Street Bank and Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,136,104,000 | 2 |
| Number of Managed Accounts | $12,454,000 | 19 |
| Number of Non-Managed Accounts | $1,123,650,000 | 2 |
| Total fiduciary and related assets | $17,593,618,000,000 | 1 |
| Managed Assets ($) | $2,148,899,000,000 | 1 |
| Non-managed Assets ($) | $15,444,719,000,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,459,000,000 | 2 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,159,035,000 | 1 |
| Number of Managed Accounts | $12,356,000 | 20 |
| Number of Non-Managed Accounts | $1,146,679,000 | 1 |
| Total fiduciary and related assets | $16,486,053,000,000 | 1 |
| Managed Assets ($) | $1,925,109,000,000 | 1 |
| Non-managed Assets ($) | $14,560,944,000,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,105,000,000 | 2 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,159,422,000 | 2 |
| Number of Managed Accounts | $12,488,000 | 20 |
| Number of Non-Managed Accounts | $1,146,934,000 | 2 |
| Total fiduciary and related assets | $16,697,996,000,000 | 1 |
| Managed Assets ($) | $2,042,274,000,000 | 1 |
| Non-managed Assets ($) | $14,655,722,000,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,735,000,000 | 2 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,157,082,000 | 2 |
| Number of Managed Accounts | $12,612,000 | 23 |
| Number of Non-Managed Accounts | $1,144,470,000 | 2 |
| Total fiduciary and related assets | $3,645,441,000,000 | 2 |
| Managed Assets ($) | $1,927,746,000,000 | 1 |
| Non-managed Assets ($) | $1,717,695,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,349,000,000 | 2 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,161,837,000 | 2 |
| Number of Managed Accounts | $12,509,000 | 24 |
| Number of Non-Managed Accounts | $1,149,328,000 | 2 |
| Total fiduciary and related assets | $3,479,241,000,000 | 2 |
| Managed Assets ($) | $1,837,739,000,000 | 1 |
| Non-managed Assets ($) | $1,641,502,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,708,000,000 | 1 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,165,143,000 | 2 |
| Number of Managed Accounts | $12,470,000 | 24 |
| Number of Non-Managed Accounts | $1,152,673,000 | 2 |
| Total fiduciary and related assets | $3,631,651,000,000 | 1 |
| Managed Assets ($) | $1,738,395,000,000 | 1 |
| Non-managed Assets ($) | $1,893,256,000,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,347,000,000 | 1 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,165,238,000 | 2 |
| Number of Managed Accounts | $12,352,000 | 23 |
| Number of Non-Managed Accounts | $1,152,886,000 | 2 |
| Total fiduciary and related assets | $3,875,507,000,000 | 1 |
| Managed Assets ($) | $1,852,185,000,000 | 1 |
| Non-managed Assets ($) | $2,023,322,000,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,993,000,000 | 1 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,165,955,000 | 2 |
| Number of Managed Accounts | $12,263,000 | 22 |
| Number of Non-Managed Accounts | $1,153,692,000 | 2 |
| Total fiduciary and related assets | $3,531,841,000,000 | 1 |
| Managed Assets ($) | $1,712,758,000,000 | 1 |
| Non-managed Assets ($) | $1,819,083,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,541,000,000 | 1 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,167,990,000 | 2 |
| Number of Managed Accounts | $12,111,000 | 22 |
| Number of Non-Managed Accounts | $1,155,879,000 | 2 |
| Total fiduciary and related assets | $4,113,128,000,000 | 1 |
| Managed Assets ($) | $2,210,492,000,000 | 1 |
| Non-managed Assets ($) | $1,902,636,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,235,000,000 | 1 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,171,847,000 | 2 |
| Number of Managed Accounts | $11,941,000 | 22 |
| Number of Non-Managed Accounts | $1,159,906,000 | 2 |
| Total fiduciary and related assets | $4,355,426,000,000 | 1 |
| Managed Assets ($) | $2,079,658,000,000 | 1 |
| Non-managed Assets ($) | $2,275,768,000,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,676,000,000 | 1 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,171,913,000 | 2 |
| Number of Managed Accounts | $11,771,000 | 23 |
| Number of Non-Managed Accounts | $1,160,142,000 | 2 |
| Total fiduciary and related assets | $4,096,408,000,000 | 1 |
| Managed Assets ($) | $2,094,688,000,000 | 1 |
| Non-managed Assets ($) | $2,001,720,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,103,000,000 | 1 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,187,313,000 | 2 |
| Number of Managed Accounts | $11,501,000 | 23 |
| Number of Non-Managed Accounts | $1,175,812,000 | 2 |
| Total fiduciary and related assets | $3,775,686,000,000 | 1 |
| Managed Assets ($) | $1,893,897,000,000 | 1 |
| Non-managed Assets ($) | $1,881,789,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,525,000,000 | 1 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,455,973,000 | 2 |
| Number of Managed Accounts | $11,278,000 | 24 |
| Number of Non-Managed Accounts | $1,444,695,000 | 2 |
| Total fiduciary and related assets | $3,766,195,000,000 | 1 |
| Managed Assets ($) | $1,835,375,000,000 | 1 |
| Non-managed Assets ($) | $1,930,820,000,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,803,000,000 | 1 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,442,939,000 | 2 |
| Number of Managed Accounts | $11,108,000 | 24 |
| Number of Non-Managed Accounts | $1,431,831,000 | 2 |
| Total fiduciary and related assets | $3,750,555,000,000 | 1 |
| Managed Assets ($) | $1,656,694,000,000 | 1 |
| Non-managed Assets ($) | $2,093,861,000,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,332,000,000 | 1 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,443,586,000 | 2 |
| Number of Managed Accounts | $11,044,000 | 24 |
| Number of Non-Managed Accounts | $1,432,542,000 | 2 |
| Total fiduciary and related assets | $3,468,768,000,000 | 1 |
| Managed Assets ($) | $1,586,127,000,000 | 1 |
| Non-managed Assets ($) | $1,882,641,000,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,845,000,000 | 1 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,454,613,000 | 2 |
| Number of Managed Accounts | $11,011,000 | 25 |
| Number of Non-Managed Accounts | $1,443,602,000 | 2 |
| Total fiduciary and related assets | $7,264,563,000,000 | 1 |
| Managed Assets ($) | $1,404,564,000,000 | 1 |
| Non-managed Assets ($) | $5,859,999,000,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,294,000,000 | 2 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,464,314,000 | 1 |
| Number of Managed Accounts | $10,914,000 | 25 |
| Number of Non-Managed Accounts | $1,453,400,000 | 1 |
| Total fiduciary and related assets | $7,734,153,000,000 | 1 |
| Managed Assets ($) | $1,650,721,000,000 | 1 |
| Non-managed Assets ($) | $6,083,432,000,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,194,000,000 | 2 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,462,315,000 | 1 |
| Number of Managed Accounts | $10,845,000 | 26 |
| Number of Non-Managed Accounts | $1,451,470,000 | 1 |
| Total fiduciary and related assets | $7,538,573,000,000 | 1 |
| Managed Assets ($) | $1,573,977,000,000 | 1 |
| Non-managed Assets ($) | $5,964,596,000,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,853,000,000 | 2 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,463,271,000 | 1 |
| Number of Managed Accounts | $10,820,000 | 26 |
| Number of Non-Managed Accounts | $1,452,451,000 | 1 |
| Total fiduciary and related assets | $7,411,618,000,000 | 1 |
| Managed Assets ($) | $1,561,126,000,000 | 1 |
| Non-managed Assets ($) | $5,850,492,000,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,555,000,000 | 2 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,725,958,000 | 1 |
| Number of Managed Accounts | $10,717,000 | 26 |
| Number of Non-Managed Accounts | $1,715,241,000 | 1 |
| Total fiduciary and related assets | $7,297,899,000,000 | 1 |
| Managed Assets ($) | $1,517,543,000,000 | 1 |
| Non-managed Assets ($) | $5,780,356,000,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,268,000,000 | 2 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,469,990,000 | 1 |
| Number of Managed Accounts | $10,648,000 | 27 |
| Number of Non-Managed Accounts | $1,459,342,000 | 1 |
| Total fiduciary and related assets | $7,165,095,525,000 | 1 |
| Managed Assets ($) | $1,379,681,815,000 | 1 |
| Non-managed Assets ($) | $5,785,413,710,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,504,192,000 | 1 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,467,960,000 | 2 |
| Number of Managed Accounts | $10,519,000 | 27 |
| Number of Non-Managed Accounts | $1,457,441,000 | 2 |
| Total fiduciary and related assets | $7,641,849,642,000 | 1 |
| Managed Assets ($) | $1,565,619,992,000 | 1 |
| Non-managed Assets ($) | $6,076,229,650,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,196,570,000 | 1 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,470,743,000 | 1 |
| Number of Managed Accounts | $10,517,000 | 28 |
| Number of Non-Managed Accounts | $1,460,226,000 | 1 |
| Total fiduciary and related assets | $7,677,552,424,000 | 1 |
| Managed Assets ($) | $1,521,039,385,000 | 1 |
| Non-managed Assets ($) | $6,156,513,039,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,839,843,000 | 1 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,451,366,000 | 1 |
| Number of Managed Accounts | $10,452,000 | 28 |
| Number of Non-Managed Accounts | $1,440,914,000 | 1 |
| Total fiduciary and related assets | $7,671,535,323,000 | 1 |
| Managed Assets ($) | $1,506,052,344,000 | 1 |
| Non-managed Assets ($) | $6,165,482,979,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,443,210,000 | 1 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,530,769,000 | 1 |
| Number of Managed Accounts | $10,343,000 | 28 |
| Number of Non-Managed Accounts | $1,520,426,000 | 1 |
| Total fiduciary and related assets | $7,638,282,561,000 | 1 |
| Managed Assets ($) | $1,563,227,119,000 | 1 |
| Non-managed Assets ($) | $6,075,055,442,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,379,745,000 | 1 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,602,436,000 | 1 |
| Number of Managed Accounts | $10,410,000 | 27 |
| Number of Non-Managed Accounts | $1,592,026,000 | 1 |
| Total fiduciary and related assets | $7,369,334,109,000 | 1 |
| Managed Assets ($) | $1,505,393,986,000 | 1 |
| Non-managed Assets ($) | $5,863,940,123,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,981,218,000 | 1 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,619,901,000 | 1 |
| Number of Managed Accounts | $10,396,000 | 26 |
| Number of Non-Managed Accounts | $1,609,505,000 | 1 |
| Total fiduciary and related assets | $7,249,054,405,000 | 1 |
| Managed Assets ($) | $1,474,299,512,000 | 1 |
| Non-managed Assets ($) | $5,774,754,893,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,614,623,000 | 1 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,750,175,000 | 1 |
| Number of Managed Accounts | $15,816,000 | 20 |
| Number of Non-Managed Accounts | $1,734,359,000 | 1 |
| Total fiduciary and related assets | $7,098,844,520,000 | 1 |
| Managed Assets ($) | $1,472,786,288,000 | 1 |
| Non-managed Assets ($) | $5,626,058,232,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,283,471,000 | 1 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,899,356,000 | 1 |
| Number of Managed Accounts | $15,680,000 | 20 |
| Number of Non-Managed Accounts | $1,883,676,000 | 1 |
| Total fiduciary and related assets | $6,886,098,237,000 | 1 |
| Managed Assets ($) | $1,407,263,737,000 | 1 |
| Non-managed Assets ($) | $5,478,834,500,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,820,607,000 | 2 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,910,435,000 | 1 |
| Number of Managed Accounts | $14,963,000 | 20 |
| Number of Non-Managed Accounts | $1,895,472,000 | 1 |
| Total fiduciary and related assets | $6,882,183,433,000 | 1 |
| Managed Assets ($) | $1,345,533,357,000 | 1 |
| Non-managed Assets ($) | $5,536,650,076,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,550,663,000 | 2 |
| 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 | $1,933,284,000 | 1 |
| Number of Managed Accounts | $14,651,000 | 19 |
| Number of Non-Managed Accounts | $1,918,633,000 | 1 |
| Total fiduciary and related assets | $6,641,620,941,000 | 1 |
| Managed Assets ($) | $1,210,361,940,000 | 1 |
| Non-managed Assets ($) | $5,431,259,001,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,274,332,000 | 2 |
| 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 | $1,945,683,000 | 1 |
| Number of Managed Accounts | $14,709,000 | 18 |
| Number of Non-Managed Accounts | $1,930,974,000 | 1 |
| Total fiduciary and related assets | $6,341,762,834,000 | 1 |
| Managed Assets ($) | $1,199,591,745,000 | 1 |
| Non-managed Assets ($) | $5,142,171,089,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,117,719,000 | 2 |
| 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 | $1,950,636,000 | 1 |
| Number of Managed Accounts | $15,406,000 | 18 |
| Number of Non-Managed Accounts | $1,935,230,000 | 1 |
| Total fiduciary and related assets | $6,823,744,733,000 | 1 |
| Managed Assets ($) | $1,234,045,124,000 | 1 |
| Non-managed Assets ($) | $5,589,699,609,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,699,942,000 | 2 |
| 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 | $1,964,281,000 | 1 |
| Number of Managed Accounts | $15,695,000 | 18 |
| Number of Non-Managed Accounts | $1,948,586,000 | 1 |
| Total fiduciary and related assets | $6,721,513,578,000 | 1 |
| Managed Assets ($) | $1,251,503,524,000 | 1 |
| Non-managed Assets ($) | $5,470,010,054,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,554,653,000 | 2 |
| 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 | $1,976,486,000 | 1 |
| Number of Managed Accounts | $15,724,000 | 19 |
| Number of Non-Managed Accounts | $1,960,762,000 | 1 |
| Total fiduciary and related assets | $7,162,946,401,000 | 1 |
| Managed Assets ($) | $1,341,978,315,000 | 1 |
| Non-managed Assets ($) | $5,820,968,086,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,378,088,000 | 2 |
| 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 | $1,990,745,000 | 1 |
| Number of Managed Accounts | $15,770,000 | 18 |
| Number of Non-Managed Accounts | $1,974,975,000 | 1 |
| Total fiduciary and related assets | $7,098,666,114,000 | 1 |
| Managed Assets ($) | $1,398,694,433,000 | 1 |
| Non-managed Assets ($) | $5,699,971,681,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,168,367,000 | 2 |
| 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 | $2,011,036,000 | 1 |
| Number of Managed Accounts | $16,127,000 | 17 |
| Number of Non-Managed Accounts | $1,994,909,000 | 1 |
| Total fiduciary and related assets | $7,208,804,330,000 | 1 |
| Managed Assets ($) | $1,431,028,292,000 | 1 |
| Non-managed Assets ($) | $5,777,776,038,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,694,996,000 | 2 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,027,393,000 | 1 |
| Number of Managed Accounts | $16,180,000 | 17 |
| Number of Non-Managed Accounts | $2,011,213,000 | 1 |
| Total fiduciary and related assets | $7,192,317,986,000 | 1 |
| Managed Assets ($) | $1,362,230,741,000 | 1 |
| Non-managed Assets ($) | $5,830,087,245,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,504,647,000 | 2 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,047,919,000 | 1 |
| Number of Managed Accounts | $16,125,000 | 17 |
| Number of Non-Managed Accounts | $2,031,794,000 | 1 |
| Total fiduciary and related assets | $6,942,463,978,000 | 1 |
| Managed Assets ($) | $1,388,764,556,000 | 1 |
| Non-managed Assets ($) | $5,553,699,422,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,304,151,000 | 2 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,073,197,000 | 2 |
| Number of Managed Accounts | $16,295,000 | 17 |
| Number of Non-Managed Accounts | $2,056,902,000 | 2 |
| Total fiduciary and related assets | $6,917,223,646,000 | 1 |
| Managed Assets ($) | $1,351,546,422,000 | 1 |
| Non-managed Assets ($) | $5,565,677,224,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,200,319,000 | 1 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,103,252,000 | 2 |
| Number of Managed Accounts | $16,383,000 | 17 |
| Number of Non-Managed Accounts | $2,086,869,000 | 2 |
| Total fiduciary and related assets | $6,568,675,518,000 | 1 |
| Managed Assets ($) | $1,115,783,188,000 | 1 |
| Non-managed Assets ($) | $5,452,892,330,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,698,688,000 | 1 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,115,232,000 | 2 |
| Number of Managed Accounts | $16,243,000 | 18 |
| Number of Non-Managed Accounts | $2,098,989,000 | 2 |
| Total fiduciary and related assets | $6,178,287,336,000 | 1 |
| Managed Assets ($) | $1,074,125,599,000 | 1 |
| Non-managed Assets ($) | $5,104,161,737,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,506,396,000 | 2 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,153,451,000 | 2 |
| Number of Managed Accounts | $16,339,000 | 17 |
| Number of Non-Managed Accounts | $2,137,112,000 | 2 |
| Total fiduciary and related assets | $5,544,965,243,000 | 1 |
| Managed Assets ($) | $1,050,871,826,000 | 1 |
| Non-managed Assets ($) | $4,494,093,417,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,342,388,000 | 1 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,177,815,000 | 2 |
| Number of Managed Accounts | $16,637,000 | 17 |
| Number of Non-Managed Accounts | $2,161,178,000 | 2 |
| Total fiduciary and related assets | $5,498,965,889,000 | 1 |
| Managed Assets ($) | $1,049,755,752,000 | 1 |
| Non-managed Assets ($) | $4,449,210,137,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,130,464,000 | 1 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,370,884,000 | 2 |
| Number of Managed Accounts | $16,781,000 | 16 |
| Number of Non-Managed Accounts | $2,354,103,000 | 2 |
| Total fiduciary and related assets | $5,263,271,255,000 | 1 |
| Managed Assets ($) | $980,750,211,000 | 1 |
| Non-managed Assets ($) | $4,282,521,044,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,433,450,000 | 2 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,423,188,000 | 2 |
| Number of Managed Accounts | $16,656,000 | 16 |
| Number of Non-Managed Accounts | $2,406,532,000 | 2 |
| Total fiduciary and related assets | $5,217,140,044,000 | 1 |
| Managed Assets ($) | $969,380,809,000 | 1 |
| Non-managed Assets ($) | $4,247,759,235,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,327,205,000 | 2 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,440,934,000 | 2 |
| Number of Managed Accounts | $17,140,000 | 15 |
| Number of Non-Managed Accounts | $2,423,794,000 | 2 |
| Total fiduciary and related assets | $4,928,869,101,000 | 1 |
| Managed Assets ($) | $934,373,991,000 | 1 |
| Non-managed Assets ($) | $3,994,495,110,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,230,150,000 | 1 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,696,356,000 | 2 |
| Number of Managed Accounts | $16,971,000 | 16 |
| Number of Non-Managed Accounts | $2,679,385,000 | 2 |
| Total fiduciary and related assets | $5,140,983,319,000 | 1 |
| Managed Assets ($) | $983,708,329,000 | 1 |
| Non-managed Assets ($) | $4,157,274,990,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,089,748,000 | 2 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,184,623,000 | 2 |
| Number of Managed Accounts | $17,754,000 | 16 |
| Number of Non-Managed Accounts | $2,166,869,000 | 2 |
| Total fiduciary and related assets | $4,887,604,273,000 | 1 |
| Managed Assets ($) | $968,453,921,000 | 1 |
| Non-managed Assets ($) | $3,919,150,352,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,442,950,000 | 2 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,155,770,000 | 2 |
| Number of Managed Accounts | $18,091,000 | 16 |
| Number of Non-Managed Accounts | $2,137,679,000 | 2 |
| Total fiduciary and related assets | $4,285,027,960,000 | 1 |
| Managed Assets ($) | $1,002,671,373,000 | 1 |
| Non-managed Assets ($) | $3,282,356,587,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,373,538,000 | 2 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,210,058,000 | 2 |
| Number of Managed Accounts | $18,119,000 | 15 |
| Number of Non-Managed Accounts | $2,191,939,000 | 2 |
| Total fiduciary and related assets | $5,197,411,576,000 | 1 |
| Managed Assets ($) | $1,128,752,203,000 | 1 |
| Non-managed Assets ($) | $4,068,659,373,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,215,237,000 | 2 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,227,134,000 | 2 |
| Number of Managed Accounts | $18,303,000 | 14 |
| Number of Non-Managed Accounts | $2,208,831,000 | 2 |
| Total fiduciary and related assets | $5,195,613,347,000 | 1 |
| Managed Assets ($) | $1,154,444,482,000 | 1 |
| Non-managed Assets ($) | $4,041,168,865,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,059,460,000 | 2 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,337,182,000 | 2 |
| Number of Managed Accounts | $19,423,000 | 14 |
| Number of Non-Managed Accounts | $2,317,759,000 | 2 |
| Total fiduciary and related assets | $4,406,916,550,000 | 1 |
| Managed Assets ($) | $1,096,940,216,000 | 1 |
| Non-managed Assets ($) | $3,309,976,334,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,939,134,000 | 2 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,190,608,000 | 2 |
| Number of Managed Accounts | $18,967,000 | 14 |
| Number of Non-Managed Accounts | $2,171,641,000 | 2 |
| Total fiduciary and related assets | $4,307,323,443,000 | 1 |
| Managed Assets ($) | $1,131,742,828,000 | 1 |
| Non-managed Assets ($) | $3,175,580,615,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,910,417,000 | 1 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,847,288,000 | 2 |
| Number of Managed Accounts | $20,303,000 | 13 |
| Number of Non-Managed Accounts | $2,826,985,000 | 2 |
| Total fiduciary and related assets | $4,068,655,971,000 | 1 |
| Managed Assets ($) | $1,087,250,274,000 | 1 |
| Non-managed Assets ($) | $2,981,405,697,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,925,581,000 | 1 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,827,626,000 | 2 |
| Number of Managed Accounts | $20,163,000 | 13 |
| Number of Non-Managed Accounts | $2,807,463,000 | 2 |
| Total fiduciary and related assets | $4,208,566,527,000 | 1 |
| Managed Assets ($) | $1,170,656,776,000 | 1 |
| Non-managed Assets ($) | $3,037,909,751,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $922,777,000 | 1 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,845,071,000 | 2 |
| Number of Managed Accounts | $19,547,000 | 14 |
| Number of Non-Managed Accounts | $2,825,524,000 | 2 |
| Total fiduciary and related assets | $4,088,276,109,000 | 1 |
| Managed Assets ($) | $1,135,276,449,000 | 1 |
| Non-managed Assets ($) | $2,952,999,660,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,898,548,000 | 1 |
| 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 | $3,346,602,000 | 2 |
| Number of Managed Accounts | $23,369,000 | 13 |
| Number of Non-Managed Accounts | $3,323,233,000 | 2 |
| Total fiduciary and related assets | $4,241,822,959,000 | 1 |
| Managed Assets ($) | $1,380,514,892,000 | 1 |
| Non-managed Assets ($) | $2,861,308,067,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,937,490,000 | 1 |
| 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 | $3,334,334,000 | 2 |
| Number of Managed Accounts | $25,531,000 | 13 |
| Number of Non-Managed Accounts | $3,308,803,000 | 2 |
| Total fiduciary and related assets | $3,986,852,353,000 | 1 |
| Managed Assets ($) | $1,293,417,283,000 | 1 |
| Non-managed Assets ($) | $2,693,435,070,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,968,091,000 | 1 |
| 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 | $3,581,414,000 | 2 |
| Number of Managed Accounts | $23,901,000 | 14 |
| Number of Non-Managed Accounts | $3,557,513,000 | 2 |
| Total fiduciary and related assets | $3,608,543,584,000 | 1 |
| Managed Assets ($) | $1,169,515,410,000 | 1 |
| Non-managed Assets ($) | $2,439,028,174,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $957,526,000 | 1 |
| 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 | $5,596,514,000 | 2 |
| Number of Managed Accounts | $24,000,000 | 14 |
| Number of Non-Managed Accounts | $5,572,514,000 | 2 |
| Total fiduciary and related assets | $4,263,761,485,000 | 1 |
| Managed Assets ($) | $1,177,294,527,000 | 1 |
| Non-managed Assets ($) | $3,086,466,958,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,215,983,000 | 1 |
| 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 | $4,358,158,000 | 2 |
| Number of Managed Accounts | $25,208,000 | 13 |
| Number of Non-Managed Accounts | $4,332,950,000 | 2 |
| Total fiduciary and related assets | $5,102,144,437,000 | 1 |
| Managed Assets ($) | $1,434,709,086,000 | 1 |
| Non-managed Assets ($) | $3,667,435,351,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,054,826,000 | 1 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,874,324,000 | 2 |
| Number of Managed Accounts | $25,051,000 | 12 |
| Number of Non-Managed Accounts | $2,849,273,000 | 2 |
| Total fiduciary and related assets | $5,557,551,180,000 | 1 |
| Managed Assets ($) | $1,658,903,073,000 | 1 |
| Non-managed Assets ($) | $3,898,648,107,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,773,155,000 | 1 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,902,222,000 | 2 |
| Number of Managed Accounts | $24,946,000 | 12 |
| Number of Non-Managed Accounts | $2,877,276,000 | 2 |
| Total fiduciary and related assets | $5,362,486,317,000 | 1 |
| Managed Assets ($) | $1,730,017,361,000 | 1 |
| Non-managed Assets ($) | $3,632,468,956,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,355,894,000 | 1 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,911,593,000 | 2 |
| Number of Managed Accounts | $25,750,000 | 13 |
| Number of Non-Managed Accounts | $2,885,843,000 | 2 |
| Total fiduciary and related assets | $5,903,499,496,000 | 1 |
| Managed Assets ($) | $1,850,775,808,000 | 1 |
| Non-managed Assets ($) | $4,052,723,688,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,583,254,000 | 1 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,884,514,000 | 2 |
| Number of Managed Accounts | $26,347,000 | 12 |
| Number of Non-Managed Accounts | $2,858,167,000 | 2 |
| Total fiduciary and related assets | $5,963,280,906,000 | 1 |
| Managed Assets ($) | $1,916,518,532,000 | 1 |
| Non-managed Assets ($) | $4,046,762,374,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,231,918,000 | 1 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,844,476,000 | 2 |
| Number of Managed Accounts | $26,402,000 | 11 |
| Number of Non-Managed Accounts | $2,818,074,000 | 2 |
| Total fiduciary and related assets | $6,029,017,575,000 | 1 |
| Managed Assets ($) | $1,870,833,135,000 | 1 |
| Non-managed Assets ($) | $4,158,184,440,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,996,956,000 | 1 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,933,518,000 | 2 |
| Number of Managed Accounts | $24,579,000 | 12 |
| Number of Non-Managed Accounts | $2,908,939,000 | 2 |
| Total fiduciary and related assets | $5,889,368,476,000 | 1 |
| Managed Assets ($) | $1,787,539,746,000 | 1 |
| Non-managed Assets ($) | $4,101,828,730,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $939,965,000 | 1 |
| 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 | $3,027,927,000 | 2 |
| Number of Managed Accounts | $23,612,000 | 14 |
| Number of Non-Managed Accounts | $3,004,315,000 | 2 |
| Total fiduciary and related assets | $5,589,705,053,000 | 1 |
| Managed Assets ($) | $1,693,456,008,000 | 1 |
| Non-managed Assets ($) | $3,896,249,045,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,556,215,000 | 1 |
| 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 | $3,092,672,000 | 2 |
| Number of Managed Accounts | $24,408,000 | 12 |
| Number of Non-Managed Accounts | $3,068,264,000 | 2 |
| Total fiduciary and related assets | $5,292,679,840,000 | 1 |
| Managed Assets ($) | $1,590,267,331,000 | 1 |
| Non-managed Assets ($) | $3,702,412,509,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,643,963,000 | 1 |
| 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 | $3,134,031,000 | 2 |
| Number of Managed Accounts | $24,813,000 | 11 |
| Number of Non-Managed Accounts | $3,109,218,000 | 2 |
| Total fiduciary and related assets | $5,176,194,179,000 | 1 |
| Managed Assets ($) | $1,497,824,854,000 | 1 |
| Non-managed Assets ($) | $3,678,369,325,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,768,536,000 | 1 |
| 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 | $3,158,593,000 | 2 |
| Number of Managed Accounts | $24,589,000 | 11 |
| Number of Non-Managed Accounts | $3,134,004,000 | 2 |
| Total fiduciary and related assets | $5,202,410,951,000 | 1 |
| Managed Assets ($) | $1,545,668,633,000 | 1 |
| Non-managed Assets ($) | $3,656,742,318,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $848,860,000 | 1 |
| 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 | $3,209,673,000 | 2 |
| Number of Managed Accounts | $24,129,000 | 13 |
| Number of Non-Managed Accounts | $3,185,544,000 | 2 |
| Total fiduciary and related assets | $4,789,237,391,000 | 1 |
| Managed Assets ($) | $1,398,242,743,000 | 1 |
| Non-managed Assets ($) | $3,390,994,648,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,137,407,000 | 1 |
| 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 | $3,293,046,000 | 2 |
| Number of Managed Accounts | $23,270,000 | 10 |
| Number of Non-Managed Accounts | $3,269,776,000 | 2 |
| Total fiduciary and related assets | $4,720,118,465,000 | 1 |
| Managed Assets ($) | $1,360,179,555,000 | 1 |
| Non-managed Assets ($) | $3,359,938,910,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,332,611,000 | 1 |
| 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 | $3,052,052,000 | 2 |
| Number of Managed Accounts | $27,048,000 | 10 |
| Number of Non-Managed Accounts | $3,025,004,000 | 2 |
| Total fiduciary and related assets | $4,743,665,071,000 | 1 |
| Managed Assets ($) | $1,311,399,444,000 | 1 |
| Non-managed Assets ($) | $3,432,265,627,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,541,369,000 | 1 |
| 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 | $3,047,469,000 | 2 |
| Number of Managed Accounts | $22,266,000 | 13 |
| Number of Non-Managed Accounts | $3,025,203,000 | 2 |
| Total fiduciary and related assets | $4,883,166,530,000 | 1 |
| Managed Assets ($) | $1,302,966,741,000 | 1 |
| Non-managed Assets ($) | $3,580,199,789,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $740,554,000 | 1 |
| 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 | $3,316,827,000 | 2 |
| Number of Managed Accounts | $28,596,000 | 11 |
| Number of Non-Managed Accounts | $3,288,231,000 | 2 |
| Total fiduciary and related assets | $4,296,433,124,000 | 1 |
| Managed Assets ($) | $1,258,826,554,000 | 1 |
| Non-managed Assets ($) | $3,037,606,570,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,769,840,000 | 1 |
| 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 | $3,450,943,000 | 2 |
| Number of Managed Accounts | $38,513,000 | 9 |
| Number of Non-Managed Accounts | $3,412,430,000 | 2 |
| Total fiduciary and related assets | $4,251,374,751,000 | 1 |
| Managed Assets ($) | $1,173,733,408,000 | 1 |
| Non-managed Assets ($) | $3,077,641,343,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,075,842,000 | 1 |
| 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 | $3,699,891,000 | 2 |
| Number of Managed Accounts | $38,767,000 | 9 |
| Number of Non-Managed Accounts | $3,661,124,000 | 2 |
| Total fiduciary and related assets | $4,304,247,128,000 | 1 |
| Managed Assets ($) | $1,161,195,806,000 | 1 |
| Non-managed Assets ($) | $3,143,051,322,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,396,430,000 | 1 |
| 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 | $3,776,579,000 | 2 |
| Number of Managed Accounts | $52,089,000 | 7 |
| Number of Non-Managed Accounts | $3,724,490,000 | 2 |
| Total fiduciary and related assets | $4,102,927,073,000 | 1 |
| Managed Assets ($) | $1,190,764,428,000 | 1 |
| Non-managed Assets ($) | $2,912,162,645,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $677,067,000 | 1 |
| 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 | $3,733,238,000 | 2 |
| Number of Managed Accounts | $34,793,000 | 9 |
| Number of Non-Managed Accounts | $3,698,445,000 | 2 |
| Total fiduciary and related assets | $3,728,215,147,000 | 1 |
| Managed Assets ($) | $1,057,099,205,000 | 1 |
| Non-managed Assets ($) | $2,671,115,942,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,421,641,000 | 1 |
| 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 | $3,981,090,000 | 2 |
| Number of Managed Accounts | $33,183,000 | 10 |
| Number of Non-Managed Accounts | $3,947,907,000 | 2 |
| Total fiduciary and related assets | $3,172,990,806,000 | 1 |
| Managed Assets ($) | $910,903,573,000 | 1 |
| Non-managed Assets ($) | $2,262,087,233,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,789,664,000 | 1 |
| 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 | $4,101,864,000 | 2 |
| Number of Managed Accounts | $31,111,000 | 10 |
| Number of Non-Managed Accounts | $4,070,753,000 | 2 |
| Total fiduciary and related assets | $3,159,081,653,000 | 1 |
| Managed Assets ($) | $833,553,707,000 | 1 |
| Non-managed Assets ($) | $2,325,527,946,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,657,000 | 2 |
| 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 | $4,236,881,000 | 2 |
| Number of Managed Accounts | $31,313,000 | 11 |
| Number of Non-Managed Accounts | $4,205,568,000 | 2 |
| Total fiduciary and related assets | $2,797,169,461,000 | 1 |
| Managed Assets ($) | $725,809,008,000 | 1 |
| Non-managed Assets ($) | $2,071,360,453,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $548,468,000 | 2 |
| 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 | $3,579,563,000 | 2 |
| Number of Managed Accounts | $30,687,000 | 11 |
| Number of Non-Managed Accounts | $3,548,876,000 | 2 |
| Total fiduciary and related assets | $2,937,009,454,000 | 1 |
| Managed Assets ($) | $712,056,561,000 | 1 |
| Non-managed Assets ($) | $2,224,952,893,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,027,410,000 | 2 |
| 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 | $3,503,398,000 | 2 |
| Number of Managed Accounts | $19,755,000 | 12 |
| Number of Non-Managed Accounts | $3,483,643,000 | 2 |
| Total fiduciary and related assets | $2,970,062,706,000 | 1 |
| Managed Assets ($) | $716,566,375,000 | 1 |
| Non-managed Assets ($) | $2,253,496,331,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,036,310,000 | 2 |
| 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 | $1,981,242,000 | 1 |
| 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 | $1,761,627,000 | 1 |
| 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 | $1,493,857,000 | 1 |
| 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 | $1,243,428,000 | 1 |
| 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 | $949,168,000 | 2 |
| 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 | $765,241,000 | 1 |
| 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 | $699,173,000 | 1 |
| 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 | $610,844,000 | 2 |
| 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 | $529,149,000 | 2 |