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The Bank of New York Mellon, Fiduciary and Related Services

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,637,00023
Number of Managed Accounts$295,000406
Number of Non-Managed Accounts$30,342,00013
Total fiduciary and related assets$3,998,497,000,0002
Managed Assets ($)$157,018,000,0009
Non-managed Assets ($)$3,841,479,000,0002
Memoranda
Gross Fiduciary activities income$5,897,000,0001
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,555,00022
Number of Managed Accounts$286,000308
Number of Non-Managed Accounts$30,269,00012
Total fiduciary and related assets$3,745,190,000,0002
Managed Assets ($)$140,214,000,0009
Non-managed Assets ($)$3,604,976,000,0002
Memoranda
Gross Fiduciary activities income$4,404,000,0001
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,159,00021
Number of Managed Accounts$297,000361
Number of Non-Managed Accounts$29,862,00012
Total fiduciary and related assets$3,845,098,000,0002
Managed Assets ($)$144,779,000,00010
Non-managed Assets ($)$3,700,319,000,0002
Memoranda
Gross Fiduciary activities income$2,915,000,0001
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,398,00024
Number of Managed Accounts$298,000316
Number of Non-Managed Accounts$31,100,00014
Total fiduciary and related assets$3,754,059,000,0001
Managed Assets ($)$149,626,000,0008
Non-managed Assets ($)$3,604,433,000,0001
Memoranda
Gross Fiduciary activities income$1,390,000,0001
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,965,00024
Number of Managed Accounts$314,000407
Number of Non-Managed Accounts$30,651,00014
Total fiduciary and related assets$3,605,443,000,0001
Managed Assets ($)$160,646,000,0007
Non-managed Assets ($)$3,444,797,000,0001
Memoranda
Gross Fiduciary activities income$5,707,000,0002
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,767,00024
Number of Managed Accounts$316,000326
Number of Non-Managed Accounts$30,451,00013
Total fiduciary and related assets$3,416,584,000,0002
Managed Assets ($)$149,027,000,0007
Non-managed Assets ($)$3,267,557,000,0001
Memoranda
Gross Fiduciary activities income$4,259,000,0002
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,195,00022
Number of Managed Accounts$319,000338
Number of Non-Managed Accounts$29,876,00011
Total fiduciary and related assets$3,245,853,000,0002
Managed Assets ($)$148,293,000,0007
Non-managed Assets ($)$3,097,560,000,0001
Memoranda
Gross Fiduciary activities income$2,824,000,0002
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,553,00021
Number of Managed Accounts$317,000296
Number of Non-Managed Accounts$31,236,00011
Total fiduciary and related assets$3,494,947,000,0002
Managed Assets ($)$166,458,000,0007
Non-managed Assets ($)$3,328,489,000,0001
Memoranda
Gross Fiduciary activities income$1,330,000,0002
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,625,00021
Number of Managed Accounts$346,000356
Number of Non-Managed Accounts$30,279,00011
Total fiduciary and related assets$3,588,325,000,0002
Managed Assets ($)$168,079,000,0006
Non-managed Assets ($)$3,420,246,000,0001
Memoranda
Gross Fiduciary activities income$5,565,000,0002
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$29,947,00022
Number of Managed Accounts$361,000282
Number of Non-Managed Accounts$29,586,00012
Total fiduciary and related assets$3,466,521,000,0002
Managed Assets ($)$156,039,000,0007
Non-managed Assets ($)$3,310,482,000,0001
Memoranda
Gross Fiduciary activities income$4,160,000,0002
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$29,562,00023
Number of Managed Accounts$357,000323
Number of Non-Managed Accounts$29,205,00013
Total fiduciary and related assets$3,530,158,000,0002
Managed Assets ($)$157,446,000,0007
Non-managed Assets ($)$3,372,712,000,0001
Memoranda
Gross Fiduciary activities income$2,739,000,0002
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,911,00022
Number of Managed Accounts$365,000285
Number of Non-Managed Accounts$31,546,00012
Total fiduciary and related assets$3,343,304,000,0002
Managed Assets ($)$148,744,000,0006
Non-managed Assets ($)$3,194,560,000,0001
Memoranda
Gross Fiduciary activities income$1,352,000,0002
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,438,00022
Number of Managed Accounts$451,000301
Number of Non-Managed Accounts$30,987,00012
Total fiduciary and related assets$3,357,133,000,0002
Managed Assets ($)$147,500,000,0006
Non-managed Assets ($)$3,209,633,000,0001
Memoranda
Gross Fiduciary activities income$5,296,000,0002
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,267,00023
Number of Managed Accounts$429,000264
Number of Non-Managed Accounts$30,838,00012
Total fiduciary and related assets$3,118,908,000,0002
Managed Assets ($)$135,399,000,0006
Non-managed Assets ($)$2,983,509,000,0001
Memoranda
Gross Fiduciary activities income$4,014,000,0002
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$32,086,00023
Number of Managed Accounts$415,000294
Number of Non-Managed Accounts$31,671,00012
Total fiduciary and related assets$3,006,127,000,0002
Managed Assets ($)$120,272,000,0007
Non-managed Assets ($)$2,885,855,000,0001
Memoranda
Gross Fiduciary activities income$2,647,000,0002
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,799,00023
Number of Managed Accounts$387,000273
Number of Non-Managed Accounts$31,412,00012
Total fiduciary and related assets$2,947,776,000,0002
Managed Assets ($)$112,060,000,0008
Non-managed Assets ($)$2,835,716,000,0002
Memoranda
Gross Fiduciary activities income$1,307,000,0001
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,546,00023
Number of Managed Accounts$398,000318
Number of Non-Managed Accounts$31,148,00012
Total fiduciary and related assets$3,058,303,000,0002
Managed Assets ($)$136,431,000,0006
Non-managed Assets ($)$2,921,872,000,0002
Memoranda
Gross Fiduciary activities income$5,277,000,0001
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,798,00022
Number of Managed Accounts$381,000275
Number of Non-Managed Accounts$30,417,00012
Total fiduciary and related assets$2,925,637,000,0002
Managed Assets ($)$129,837,000,0007
Non-managed Assets ($)$2,795,800,000,0002
Memoranda
Gross Fiduciary activities income$3,973,000,0001
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,105,00022
Number of Managed Accounts$379,000300
Number of Non-Managed Accounts$29,726,00011
Total fiduciary and related assets$2,983,084,000,0002
Managed Assets ($)$132,238,000,0006
Non-managed Assets ($)$2,850,846,000,0002
Memoranda
Gross Fiduciary activities income$2,595,000,0001
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,217,00022
Number of Managed Accounts$374,000306
Number of Non-Managed Accounts$30,843,00011
Total fiduciary and related assets$2,836,063,000,0002
Managed Assets ($)$122,973,000,0007
Non-managed Assets ($)$2,713,090,000,0002
Memoranda
Gross Fiduciary activities income$1,269,000,0001
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,044,00021
Number of Managed Accounts$383,000329
Number of Non-Managed Accounts$30,661,00010
Total fiduciary and related assets$2,631,613,000,0002
Managed Assets ($)$107,893,000,0007
Non-managed Assets ($)$2,523,720,000,0002
Memoranda
Gross Fiduciary activities income$5,460,000,0002
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$32,558,00022
Number of Managed Accounts$386,000300
Number of Non-Managed Accounts$32,172,00011
Total fiduciary and related assets$2,765,016,000,0002
Managed Assets ($)$123,598,000,0007
Non-managed Assets ($)$2,641,418,000,0002
Memoranda
Gross Fiduciary activities income$4,150,000,0002
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,252,00021
Number of Managed Accounts$378,000304
Number of Non-Managed Accounts$30,874,00010
Total fiduciary and related assets$2,708,696,000,0002
Managed Assets ($)$118,332,000,0007
Non-managed Assets ($)$2,590,364,000,0002
Memoranda
Gross Fiduciary activities income$2,780,000,0002
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,015,00022
Number of Managed Accounts$428,000294
Number of Non-Managed Accounts$30,587,00011
Total fiduciary and related assets$2,690,792,000,0002
Managed Assets ($)$119,006,000,0007
Non-managed Assets ($)$2,571,786,000,0002
Memoranda
Gross Fiduciary activities income$1,400,000,0002
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,561,00022
Number of Managed Accounts$417,000314
Number of Non-Managed Accounts$30,144,00011
Total fiduciary and related assets$2,679,164,000,0002
Managed Assets ($)$119,757,000,0008
Non-managed Assets ($)$2,559,407,000,0002
Memoranda
Gross Fiduciary activities income$5,232,000,0002
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$32,406,00020
Number of Managed Accounts$432,000287
Number of Non-Managed Accounts$31,974,00011
Total fiduciary and related assets$2,708,442,000,0002
Managed Assets ($)$116,595,000,0008
Non-managed Assets ($)$2,591,847,000,0002
Memoranda
Gross Fiduciary activities income$3,931,000,0002
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$33,744,00021
Number of Managed Accounts$450,000285
Number of Non-Managed Accounts$33,294,00011
Total fiduciary and related assets$2,013,311,000,0002
Managed Assets ($)$116,944,000,0007
Non-managed Assets ($)$1,896,367,000,0002
Memoranda
Gross Fiduciary activities income$2,545,000,0002
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$32,111,00021
Number of Managed Accounts$433,000288
Number of Non-Managed Accounts$31,678,00011
Total fiduciary and related assets$1,978,545,000,0002
Managed Assets ($)$133,972,000,0006
Non-managed Assets ($)$1,844,573,000,0002
Memoranda
Gross Fiduciary activities income$1,264,000,0002
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$32,524,00021
Number of Managed Accounts$395,000318
Number of Non-Managed Accounts$32,129,00011
Total fiduciary and related assets$1,939,637,000,0002
Managed Assets ($)$116,913,000,0006
Non-managed Assets ($)$1,822,724,000,0002
Memoranda
Gross Fiduciary activities income$5,069,000,0001
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$33,382,00021
Number of Managed Accounts$440,000282
Number of Non-Managed Accounts$32,942,00011
Total fiduciary and related assets$2,264,073,000,0002
Managed Assets ($)$119,344,000,0007
Non-managed Assets ($)$2,144,729,000,0002
Memoranda
Gross Fiduciary activities income$3,836,000,0001
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$28,445,00023
Number of Managed Accounts$440,000283
Number of Non-Managed Accounts$28,005,00012
Total fiduciary and related assets$2,176,257,000,0002
Managed Assets ($)$110,529,000,0007
Non-managed Assets ($)$2,065,728,000,0002
Memoranda
Gross Fiduciary activities income$2,474,000,0001
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$34,102,00021
Number of Managed Accounts$408,000291
Number of Non-Managed Accounts$33,694,00011
Total fiduciary and related assets$2,083,883,000,0002
Managed Assets ($)$103,755,000,0008
Non-managed Assets ($)$1,980,128,000,0002
Memoranda
Gross Fiduciary activities income$1,225,000,0001
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$35,312,00019
Number of Managed Accounts$408,000308
Number of Non-Managed Accounts$34,904,00010
Total fiduciary and related assets$2,042,440,000,0002
Managed Assets ($)$97,621,000,0008
Non-managed Assets ($)$1,944,819,000,0002
Memoranda
Gross Fiduciary activities income$4,926,000,0001
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$35,701,00019
Number of Managed Accounts$416,000288
Number of Non-Managed Accounts$35,285,00010
Total fiduciary and related assets$1,842,442,000,0002
Managed Assets ($)$83,521,000,0009
Non-managed Assets ($)$1,758,921,000,0002
Memoranda
Gross Fiduciary activities income$3,749,000,0001
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$35,428,00019
Number of Managed Accounts$435,000288
Number of Non-Managed Accounts$34,993,00010
Total fiduciary and related assets$1,887,713,000,0002
Managed Assets ($)$88,362,000,0009
Non-managed Assets ($)$1,799,351,000,0002
Memoranda
Gross Fiduciary activities income$2,442,000,0001
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,875,00020
Number of Managed Accounts$441,000284
Number of Non-Managed Accounts$31,434,00011
Total fiduciary and related assets$2,130,790,000,0002
Managed Assets ($)$82,340,000,0009
Non-managed Assets ($)$2,048,450,000,0002
Memoranda
Gross Fiduciary activities income$1,209,000,0001
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$33,409,00020
Number of Managed Accounts$497,000284
Number of Non-Managed Accounts$32,912,00012
Total fiduciary and related assets$2,497,825,000,0002
Managed Assets ($)$99,716,000,0008
Non-managed Assets ($)$2,398,109,000,0002
Memoranda
Gross Fiduciary activities income$4,733,000,0001
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$45,223,00017
Number of Managed Accounts$489,000269
Number of Non-Managed Accounts$44,734,0009
Total fiduciary and related assets$2,492,132,000,0002
Managed Assets ($)$101,227,000,0008
Non-managed Assets ($)$2,390,905,000,0002
Memoranda
Gross Fiduciary activities income$3,602,000,0001
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$75,727,00012
Number of Managed Accounts$851,000192
Number of Non-Managed Accounts$74,876,0008
Total fiduciary and related assets$2,749,558,000,0002
Managed Assets ($)$308,900,000,0003
Non-managed Assets ($)$2,440,658,000,0002
Memoranda
Gross Fiduciary activities income$2,339,000,0001
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$76,453,00013
Number of Managed Accounts$677,000227
Number of Non-Managed Accounts$75,776,0009
Total fiduciary and related assets$2,716,310,000,0002
Managed Assets ($)$294,907,000,0003
Non-managed Assets ($)$2,421,403,000,0002
Memoranda
Gross Fiduciary activities income$1,160,000,0002
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$84,001,00012
Number of Managed Accounts$924,000182
Number of Non-Managed Accounts$83,077,0008
Total fiduciary and related assets$2,694,664,000,0002
Managed Assets ($)$301,766,000,0003
Non-managed Assets ($)$2,392,898,000,0002
Memoranda
Gross Fiduciary activities income$4,686,000,0002
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$88,668,00012
Number of Managed Accounts$938,000170
Number of Non-Managed Accounts$87,730,0008
Total fiduciary and related assets$2,805,934,000,0002
Managed Assets ($)$264,214,000,0003
Non-managed Assets ($)$2,541,720,000,0002
Memoranda
Gross Fiduciary activities income$3,526,000,0001
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$87,501,00012
Number of Managed Accounts$935,000164
Number of Non-Managed Accounts$86,566,0008
Total fiduciary and related assets$2,715,136,000,0002
Managed Assets ($)$260,614,000,0003
Non-managed Assets ($)$2,454,522,000,0002
Memoranda
Gross Fiduciary activities income$2,312,000,0002
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$84,949,00013
Number of Managed Accounts$937,000165
Number of Non-Managed Accounts$84,012,0009
Total fiduciary and related assets$2,803,103,000,0002
Managed Assets ($)$247,812,000,0003
Non-managed Assets ($)$2,555,291,000,0002
Memoranda
Gross Fiduciary activities income$1,113,000,0002
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$85,389,00013
Number of Managed Accounts$728,000207
Number of Non-Managed Accounts$84,661,0009
Total fiduciary and related assets$2,655,446,000,0002
Managed Assets ($)$233,520,000,0004
Non-managed Assets ($)$2,421,926,000,0002
Memoranda
Gross Fiduciary activities income$4,449,000,0001
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$86,160,00012
Number of Managed Accounts$1,004,000151
Number of Non-Managed Accounts$85,156,0009
Total fiduciary and related assets$2,792,408,000,0002
Managed Assets ($)$300,468,000,0003
Non-managed Assets ($)$2,491,940,000,0002
Memoranda
Gross Fiduciary activities income$3,372,000,0001
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$84,262,00013
Number of Managed Accounts$994,000152
Number of Non-Managed Accounts$83,268,0009
Total fiduciary and related assets$2,763,094,000,0002
Managed Assets ($)$286,609,000,0002
Non-managed Assets ($)$2,476,485,000,0002
Memoranda
Gross Fiduciary activities income$2,216,000,0002
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$83,734,00013
Number of Managed Accounts$1,005,000151
Number of Non-Managed Accounts$82,729,0009
Total fiduciary and related assets$2,855,690,000,0002
Managed Assets ($)$288,882,000,0002
Non-managed Assets ($)$2,566,808,000,0002
Memoranda
Gross Fiduciary activities income$1,090,000,0001
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$40,339,00016
Number of Managed Accounts$445,000303
Number of Non-Managed Accounts$39,894,0009
Total fiduciary and related assets$2,633,037,000,0002
Managed Assets ($)$8,268,000,00034
Non-managed Assets ($)$2,624,769,000,0002
Memoranda
Gross Fiduciary activities income$4,571,000,0001
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$40,819,00015
Number of Managed Accounts$460,000260
Number of Non-Managed Accounts$40,359,0009
Total fiduciary and related assets$2,257,758,000,0002
Managed Assets ($)$7,786,000,00037
Non-managed Assets ($)$2,249,972,000,0002
Memoranda
Gross Fiduciary activities income$3,557,000,0001
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$41,227,00013
Number of Managed Accounts$458,000259
Number of Non-Managed Accounts$40,769,0009
Total fiduciary and related assets$2,396,079,000,0002
Managed Assets ($)$8,035,000,00038
Non-managed Assets ($)$2,388,044,000,0002
Memoranda
Gross Fiduciary activities income$2,323,000,0001
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$41,842,00013
Number of Managed Accounts$455,000263
Number of Non-Managed Accounts$41,387,0009
Total fiduciary and related assets$2,481,505,000,0002
Managed Assets ($)$7,789,000,00040
Non-managed Assets ($)$2,473,716,000,0002
Memoranda
Gross Fiduciary activities income$1,119,000,0001
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$41,759,00013
Number of Managed Accounts$433,000314
Number of Non-Managed Accounts$41,326,0009
Total fiduciary and related assets$2,670,021,000,0002
Managed Assets ($)$8,044,000,00038
Non-managed Assets ($)$2,661,977,000,0002
Memoranda
Gross Fiduciary activities income$3,972,000,0001
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$41,341,00013
Number of Managed Accounts$430,000268
Number of Non-Managed Accounts$40,911,0009
Total fiduciary and related assets$2,648,088,000,0002
Managed Assets ($)$7,313,000,00041
Non-managed Assets ($)$2,640,775,000,0002
Memoranda
Gross Fiduciary activities income$2,782,000,0002
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$42,214,00013
Number of Managed Accounts$490,000250
Number of Non-Managed Accounts$41,724,0009
Total fiduciary and related assets$2,550,859,000,0002
Managed Assets ($)$7,280,000,00038
Non-managed Assets ($)$2,543,579,000,0002
Memoranda
Gross Fiduciary activities income$1,687,000,0002
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$43,835,00013
Number of Managed Accounts$493,000248
Number of Non-Managed Accounts$43,342,0009
Total fiduciary and related assets$2,564,609,000,0002
Managed Assets ($)$7,375,000,00038
Non-managed Assets ($)$2,557,234,000,0002
Memoranda
Gross Fiduciary activities income$813,000,0002
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$44,461,00014
Number of Managed Accounts$460,000300
Number of Non-Managed Accounts$44,001,0009
Total fiduciary and related assets$2,740,971,000,0002
Managed Assets ($)$6,977,000,00041
Non-managed Assets ($)$2,733,994,000,0002
Memoranda
Gross Fiduciary activities income$3,467,000,0002
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$45,374,00017
Number of Managed Accounts$621,000225
Number of Non-Managed Accounts$44,753,00011
Total fiduciary and related assets$2,749,865,000,0003
Managed Assets ($)$11,432,000,00032
Non-managed Assets ($)$2,738,433,000,0003
Memoranda
Gross Fiduciary activities income$2,597,000,0002
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$56,626,00015
Number of Managed Accounts$10,426,00022
Number of Non-Managed Accounts$46,200,00011
Total fiduciary and related assets$2,643,646,000,0003
Managed Assets ($)$27,253,000,00019
Non-managed Assets ($)$2,616,393,000,0002
Memoranda
Gross Fiduciary activities income$1,758,000,0002
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$57,583,00013
Number of Managed Accounts$10,307,00022
Number of Non-Managed Accounts$47,276,00010
Total fiduciary and related assets$2,471,651,000,0003
Managed Assets ($)$41,058,000,00013
Non-managed Assets ($)$2,430,593,000,0002
Memoranda
Gross Fiduciary activities income$855,000,0002
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$89,047,0009
Number of Managed Accounts$10,889,00022
Number of Non-Managed Accounts$78,158,0009
Total fiduciary and related assets$2,260,733,000,0002
Managed Assets ($)$42,448,000,00013
Non-managed Assets ($)$2,218,285,000,0002
Memoranda
Gross Fiduciary activities income$4,387,000,0002
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$56,908,00014
Number of Managed Accounts$10,842,00021
Number of Non-Managed Accounts$46,066,00010
Total fiduciary and related assets$2,860,134,000,0003
Managed Assets ($)$48,047,000,00012
Non-managed Assets ($)$2,812,087,000,0003
Memoranda
Gross Fiduciary activities income$3,329,000,0002
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$70,049,00012
Number of Managed Accounts$12,092,00020
Number of Non-Managed Accounts$57,957,00010
Total fiduciary and related assets$888,270,000,0007
Managed Assets ($)$35,511,000,00019
Non-managed Assets ($)$852,759,000,0007
Memoranda
Gross Fiduciary activities income$1,588,000,0003
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$69,628,00010
Number of Managed Accounts$11,916,00021
Number of Non-Managed Accounts$57,712,0009
Total fiduciary and related assets$891,802,000,0007
Managed Assets ($)$36,741,000,00017
Non-managed Assets ($)$855,061,000,0007
Memoranda
Gross Fiduciary activities income$803,000,0003
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,419,00010
Number of Managed Accounts$13,374,00021
Number of Non-Managed Accounts$55,045,0009
Total fiduciary and related assets$811,189,000,0007
Managed Assets ($)$39,242,000,00017
Non-managed Assets ($)$771,947,000,0007
Memoranda
Gross Fiduciary activities income$3,024,000,0003
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$59,789,00013
Number of Managed Accounts$12,842,00020
Number of Non-Managed Accounts$46,947,0009
Total fiduciary and related assets$670,274,000,0009
Managed Assets ($)$122,102,000,0007
Non-managed Assets ($)$548,172,000,00010
Memoranda
Gross Fiduciary activities income$2,191,000,0003
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$57,632,00012
Number of Managed Accounts$12,288,00018
Number of Non-Managed Accounts$45,344,0009
Total fiduciary and related assets$617,534,000,00010
Managed Assets ($)$114,810,000,0007
Non-managed Assets ($)$502,724,000,00010
Memoranda
Gross Fiduciary activities income$1,400,000,0003
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$60,915,00012
Number of Managed Accounts$13,298,00019
Number of Non-Managed Accounts$47,617,0009
Total fiduciary and related assets$595,770,000,0009
Managed Assets ($)$112,971,000,0008
Non-managed Assets ($)$482,799,000,00010
Memoranda
Gross Fiduciary activities income$661,000,0003
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$55,535,00013
Number of Managed Accounts$13,310,00019
Number of Non-Managed Accounts$42,225,0009
Total fiduciary and related assets$606,540,000,0009
Managed Assets ($)$124,644,000,0005
Non-managed Assets ($)$481,896,000,00010
Memoranda
Gross Fiduciary activities income$2,337,000,0003
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$52,004,00011
Number of Managed Accounts$14,107,00019
Number of Non-Managed Accounts$37,897,00010
Total fiduciary and related assets$455,537,000,0009
Managed Assets ($)$91,084,000,00011
Non-managed Assets ($)$364,453,000,0009
Memoranda
Gross Fiduciary activities income$1,691,000,0003
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$50,531,00011
Number of Managed Accounts$13,380,00018
Number of Non-Managed Accounts$37,151,00011
Total fiduciary and related assets$457,652,000,0009
Managed Assets ($)$91,167,000,00011
Non-managed Assets ($)$366,485,000,0009
Memoranda
Gross Fiduciary activities income$1,125,000,0003
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$50,675,00011
Number of Managed Accounts$13,870,00017
Number of Non-Managed Accounts$36,805,00011
Total fiduciary and related assets$452,153,000,0009
Managed Assets ($)$88,157,000,00011
Non-managed Assets ($)$363,996,000,0009
Memoranda
Gross Fiduciary activities income$535,000,0003
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$51,618,00012
Number of Managed Accounts$13,981,00021
Number of Non-Managed Accounts$37,637,00011
Total fiduciary and related assets$439,921,000,0009
Managed Assets ($)$89,529,000,0008
Non-managed Assets ($)$350,392,000,0009
Memoranda
Gross Fiduciary activities income$2,068,000,0003
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$52,444,00010
Number of Managed Accounts$14,943,00017
Number of Non-Managed Accounts$37,501,00011
Total fiduciary and related assets$437,165,000,0009
Managed Assets ($)$93,471,000,0009
Non-managed Assets ($)$343,694,000,0009
Memoranda
Gross Fiduciary activities income$1,536,000,0003
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$51,728,00011
Number of Managed Accounts$14,303,00016
Number of Non-Managed Accounts$37,425,00013
Total fiduciary and related assets$436,526,000,0009
Managed Assets ($)$91,782,000,0009
Non-managed Assets ($)$344,744,000,0009
Memoranda
Gross Fiduciary activities income$1,013,000,0003
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$52,386,00012
Number of Managed Accounts$14,396,00018
Number of Non-Managed Accounts$37,990,00012
Total fiduciary and related assets$426,692,000,0009
Managed Assets ($)$90,136,000,00010
Non-managed Assets ($)$336,556,000,0009
Memoranda
Gross Fiduciary activities income$493,000,0003
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$53,246,00012
Number of Managed Accounts$13,947,00020
Number of Non-Managed Accounts$39,299,00012
Total fiduciary and related assets$425,232,447,0009
Managed Assets ($)$73,943,038,00010
Non-managed Assets ($)$351,289,409,0009
Memoranda
Gross Fiduciary activities income$2,651,361,0002
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$54,073,00012
Number of Managed Accounts$13,604,00021
Number of Non-Managed Accounts$40,469,00013
Total fiduciary and related assets$407,060,201,0008
Managed Assets ($)$85,190,125,0009
Non-managed Assets ($)$321,870,076,0009
Memoranda
Gross Fiduciary activities income$1,969,274,0002
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$92,941,00011
Number of Managed Accounts$13,741,00021
Number of Non-Managed Accounts$79,200,0008
Total fiduciary and related assets$401,230,150,0008
Managed Assets ($)$70,891,201,00010
Non-managed Assets ($)$330,338,949,0009
Memoranda
Gross Fiduciary activities income$1,327,639,0002
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$51,549,00013
Number of Managed Accounts$13,775,00021
Number of Non-Managed Accounts$37,774,00013
Total fiduciary and related assets$401,233,943,0008
Managed Assets ($)$73,432,751,00010
Non-managed Assets ($)$327,801,192,0009
Memoranda
Gross Fiduciary activities income$661,864,0002
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$52,391,00014
Number of Managed Accounts$13,889,00022
Number of Non-Managed Accounts$38,502,00013
Total fiduciary and related assets$404,309,531,0008
Managed Assets ($)$73,500,935,0008
Non-managed Assets ($)$330,808,596,0008
Memoranda
Gross Fiduciary activities income$2,136,162,0003
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$51,978,00014
Number of Managed Accounts$13,660,00021
Number of Non-Managed Accounts$38,318,00012
Total fiduciary and related assets$381,634,765,0008
Managed Assets ($)$70,940,002,0008
Non-managed Assets ($)$310,694,763,0008
Memoranda
Gross Fiduciary activities income$1,512,136,0003
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$51,615,00015
Number of Managed Accounts$12,944,00020
Number of Non-Managed Accounts$38,671,00013
Total fiduciary and related assets$379,037,986,0009
Managed Assets ($)$70,335,841,0009
Non-managed Assets ($)$308,702,145,0009
Memoranda
Gross Fiduciary activities income$919,672,0003
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$52,386,00015
Number of Managed Accounts$13,183,00019
Number of Non-Managed Accounts$39,203,00012
Total fiduciary and related assets$373,309,355,0008
Managed Assets ($)$63,582,039,0009
Non-managed Assets ($)$309,727,316,0009
Memoranda
Gross Fiduciary activities income$403,858,0003
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$53,159,00014
Number of Managed Accounts$13,314,00020
Number of Non-Managed Accounts$39,845,00011
Total fiduciary and related assets$441,644,154,0008
Managed Assets ($)$62,931,910,00010
Non-managed Assets ($)$378,712,244,0008
Memoranda
Gross Fiduciary activities income$1,607,067,0003
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$45,813,00013
Number of Managed Accounts$14,713,00017
Number of Non-Managed Accounts$31,100,0009
Total fiduciary and related assets$348,420,734,0009
Managed Assets ($)$64,946,775,00011
Non-managed Assets ($)$283,473,959,0008
Memoranda
Gross Fiduciary activities income$1,625,294,0003
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,861,222,0002
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,297,885,0003
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,073,984,0003
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$903,490,0003
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$779,080,0003
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$526,499,0005
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$474,040,0005
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$428,782,0005
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$380,679,0004