Home > The Bank of New York Mellon > Fiduciary and Related Services
The Bank of New York Mellon, 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 | $30,637,000 | 23 |
Number of Managed Accounts | $295,000 | 406 |
Number of Non-Managed Accounts | $30,342,000 | 13 |
Total fiduciary and related assets | $3,998,497,000,000 | 2 |
Managed Assets ($) | $157,018,000,000 | 9 |
Non-managed Assets ($) | $3,841,479,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $5,897,000,000 | 1 |
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 | $30,555,000 | 22 |
Number of Managed Accounts | $286,000 | 308 |
Number of Non-Managed Accounts | $30,269,000 | 12 |
Total fiduciary and related assets | $3,745,190,000,000 | 2 |
Managed Assets ($) | $140,214,000,000 | 9 |
Non-managed Assets ($) | $3,604,976,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $4,404,000,000 | 1 |
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 | $30,159,000 | 21 |
Number of Managed Accounts | $297,000 | 361 |
Number of Non-Managed Accounts | $29,862,000 | 12 |
Total fiduciary and related assets | $3,845,098,000,000 | 2 |
Managed Assets ($) | $144,779,000,000 | 10 |
Non-managed Assets ($) | $3,700,319,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $2,915,000,000 | 1 |
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 | $31,398,000 | 24 |
Number of Managed Accounts | $298,000 | 316 |
Number of Non-Managed Accounts | $31,100,000 | 14 |
Total fiduciary and related assets | $3,754,059,000,000 | 1 |
Managed Assets ($) | $149,626,000,000 | 8 |
Non-managed Assets ($) | $3,604,433,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $1,390,000,000 | 1 |
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 | $30,965,000 | 24 |
Number of Managed Accounts | $314,000 | 407 |
Number of Non-Managed Accounts | $30,651,000 | 14 |
Total fiduciary and related assets | $3,605,443,000,000 | 1 |
Managed Assets ($) | $160,646,000,000 | 7 |
Non-managed Assets ($) | $3,444,797,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $5,707,000,000 | 2 |
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 | $30,767,000 | 24 |
Number of Managed Accounts | $316,000 | 326 |
Number of Non-Managed Accounts | $30,451,000 | 13 |
Total fiduciary and related assets | $3,416,584,000,000 | 2 |
Managed Assets ($) | $149,027,000,000 | 7 |
Non-managed Assets ($) | $3,267,557,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $4,259,000,000 | 2 |
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 | $30,195,000 | 22 |
Number of Managed Accounts | $319,000 | 338 |
Number of Non-Managed Accounts | $29,876,000 | 11 |
Total fiduciary and related assets | $3,245,853,000,000 | 2 |
Managed Assets ($) | $148,293,000,000 | 7 |
Non-managed Assets ($) | $3,097,560,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $2,824,000,000 | 2 |
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 | $31,553,000 | 21 |
Number of Managed Accounts | $317,000 | 296 |
Number of Non-Managed Accounts | $31,236,000 | 11 |
Total fiduciary and related assets | $3,494,947,000,000 | 2 |
Managed Assets ($) | $166,458,000,000 | 7 |
Non-managed Assets ($) | $3,328,489,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $1,330,000,000 | 2 |
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 | $30,625,000 | 21 |
Number of Managed Accounts | $346,000 | 356 |
Number of Non-Managed Accounts | $30,279,000 | 11 |
Total fiduciary and related assets | $3,588,325,000,000 | 2 |
Managed Assets ($) | $168,079,000,000 | 6 |
Non-managed Assets ($) | $3,420,246,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $5,565,000,000 | 2 |
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 | $29,947,000 | 22 |
Number of Managed Accounts | $361,000 | 282 |
Number of Non-Managed Accounts | $29,586,000 | 12 |
Total fiduciary and related assets | $3,466,521,000,000 | 2 |
Managed Assets ($) | $156,039,000,000 | 7 |
Non-managed Assets ($) | $3,310,482,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $4,160,000,000 | 2 |
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 | $29,562,000 | 23 |
Number of Managed Accounts | $357,000 | 323 |
Number of Non-Managed Accounts | $29,205,000 | 13 |
Total fiduciary and related assets | $3,530,158,000,000 | 2 |
Managed Assets ($) | $157,446,000,000 | 7 |
Non-managed Assets ($) | $3,372,712,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $2,739,000,000 | 2 |
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 | $31,911,000 | 22 |
Number of Managed Accounts | $365,000 | 285 |
Number of Non-Managed Accounts | $31,546,000 | 12 |
Total fiduciary and related assets | $3,343,304,000,000 | 2 |
Managed Assets ($) | $148,744,000,000 | 6 |
Non-managed Assets ($) | $3,194,560,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $1,352,000,000 | 2 |
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 | $31,438,000 | 22 |
Number of Managed Accounts | $451,000 | 301 |
Number of Non-Managed Accounts | $30,987,000 | 12 |
Total fiduciary and related assets | $3,357,133,000,000 | 2 |
Managed Assets ($) | $147,500,000,000 | 6 |
Non-managed Assets ($) | $3,209,633,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $5,296,000,000 | 2 |
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 | $31,267,000 | 23 |
Number of Managed Accounts | $429,000 | 264 |
Number of Non-Managed Accounts | $30,838,000 | 12 |
Total fiduciary and related assets | $3,118,908,000,000 | 2 |
Managed Assets ($) | $135,399,000,000 | 6 |
Non-managed Assets ($) | $2,983,509,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $4,014,000,000 | 2 |
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 | $32,086,000 | 23 |
Number of Managed Accounts | $415,000 | 294 |
Number of Non-Managed Accounts | $31,671,000 | 12 |
Total fiduciary and related assets | $3,006,127,000,000 | 2 |
Managed Assets ($) | $120,272,000,000 | 7 |
Non-managed Assets ($) | $2,885,855,000,000 | 1 |
Memoranda | ||
Gross Fiduciary activities income | $2,647,000,000 | 2 |
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 | $31,799,000 | 23 |
Number of Managed Accounts | $387,000 | 273 |
Number of Non-Managed Accounts | $31,412,000 | 12 |
Total fiduciary and related assets | $2,947,776,000,000 | 2 |
Managed Assets ($) | $112,060,000,000 | 8 |
Non-managed Assets ($) | $2,835,716,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,307,000,000 | 1 |
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 | $31,546,000 | 23 |
Number of Managed Accounts | $398,000 | 318 |
Number of Non-Managed Accounts | $31,148,000 | 12 |
Total fiduciary and related assets | $3,058,303,000,000 | 2 |
Managed Assets ($) | $136,431,000,000 | 6 |
Non-managed Assets ($) | $2,921,872,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $5,277,000,000 | 1 |
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 | $30,798,000 | 22 |
Number of Managed Accounts | $381,000 | 275 |
Number of Non-Managed Accounts | $30,417,000 | 12 |
Total fiduciary and related assets | $2,925,637,000,000 | 2 |
Managed Assets ($) | $129,837,000,000 | 7 |
Non-managed Assets ($) | $2,795,800,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $3,973,000,000 | 1 |
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 | $30,105,000 | 22 |
Number of Managed Accounts | $379,000 | 300 |
Number of Non-Managed Accounts | $29,726,000 | 11 |
Total fiduciary and related assets | $2,983,084,000,000 | 2 |
Managed Assets ($) | $132,238,000,000 | 6 |
Non-managed Assets ($) | $2,850,846,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $2,595,000,000 | 1 |
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 | $31,217,000 | 22 |
Number of Managed Accounts | $374,000 | 306 |
Number of Non-Managed Accounts | $30,843,000 | 11 |
Total fiduciary and related assets | $2,836,063,000,000 | 2 |
Managed Assets ($) | $122,973,000,000 | 7 |
Non-managed Assets ($) | $2,713,090,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,269,000,000 | 1 |
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 | $31,044,000 | 21 |
Number of Managed Accounts | $383,000 | 329 |
Number of Non-Managed Accounts | $30,661,000 | 10 |
Total fiduciary and related assets | $2,631,613,000,000 | 2 |
Managed Assets ($) | $107,893,000,000 | 7 |
Non-managed Assets ($) | $2,523,720,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $5,460,000,000 | 2 |
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 | $32,558,000 | 22 |
Number of Managed Accounts | $386,000 | 300 |
Number of Non-Managed Accounts | $32,172,000 | 11 |
Total fiduciary and related assets | $2,765,016,000,000 | 2 |
Managed Assets ($) | $123,598,000,000 | 7 |
Non-managed Assets ($) | $2,641,418,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $4,150,000,000 | 2 |
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 | $31,252,000 | 21 |
Number of Managed Accounts | $378,000 | 304 |
Number of Non-Managed Accounts | $30,874,000 | 10 |
Total fiduciary and related assets | $2,708,696,000,000 | 2 |
Managed Assets ($) | $118,332,000,000 | 7 |
Non-managed Assets ($) | $2,590,364,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $2,780,000,000 | 2 |
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 | $31,015,000 | 22 |
Number of Managed Accounts | $428,000 | 294 |
Number of Non-Managed Accounts | $30,587,000 | 11 |
Total fiduciary and related assets | $2,690,792,000,000 | 2 |
Managed Assets ($) | $119,006,000,000 | 7 |
Non-managed Assets ($) | $2,571,786,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,400,000,000 | 2 |
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 | $30,561,000 | 22 |
Number of Managed Accounts | $417,000 | 314 |
Number of Non-Managed Accounts | $30,144,000 | 11 |
Total fiduciary and related assets | $2,679,164,000,000 | 2 |
Managed Assets ($) | $119,757,000,000 | 8 |
Non-managed Assets ($) | $2,559,407,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $5,232,000,000 | 2 |
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 | $32,406,000 | 20 |
Number of Managed Accounts | $432,000 | 287 |
Number of Non-Managed Accounts | $31,974,000 | 11 |
Total fiduciary and related assets | $2,708,442,000,000 | 2 |
Managed Assets ($) | $116,595,000,000 | 8 |
Non-managed Assets ($) | $2,591,847,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $3,931,000,000 | 2 |
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 | $33,744,000 | 21 |
Number of Managed Accounts | $450,000 | 285 |
Number of Non-Managed Accounts | $33,294,000 | 11 |
Total fiduciary and related assets | $2,013,311,000,000 | 2 |
Managed Assets ($) | $116,944,000,000 | 7 |
Non-managed Assets ($) | $1,896,367,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $2,545,000,000 | 2 |
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 | $32,111,000 | 21 |
Number of Managed Accounts | $433,000 | 288 |
Number of Non-Managed Accounts | $31,678,000 | 11 |
Total fiduciary and related assets | $1,978,545,000,000 | 2 |
Managed Assets ($) | $133,972,000,000 | 6 |
Non-managed Assets ($) | $1,844,573,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,264,000,000 | 2 |
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 | $32,524,000 | 21 |
Number of Managed Accounts | $395,000 | 318 |
Number of Non-Managed Accounts | $32,129,000 | 11 |
Total fiduciary and related assets | $1,939,637,000,000 | 2 |
Managed Assets ($) | $116,913,000,000 | 6 |
Non-managed Assets ($) | $1,822,724,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $5,069,000,000 | 1 |
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 | $33,382,000 | 21 |
Number of Managed Accounts | $440,000 | 282 |
Number of Non-Managed Accounts | $32,942,000 | 11 |
Total fiduciary and related assets | $2,264,073,000,000 | 2 |
Managed Assets ($) | $119,344,000,000 | 7 |
Non-managed Assets ($) | $2,144,729,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $3,836,000,000 | 1 |
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 | $28,445,000 | 23 |
Number of Managed Accounts | $440,000 | 283 |
Number of Non-Managed Accounts | $28,005,000 | 12 |
Total fiduciary and related assets | $2,176,257,000,000 | 2 |
Managed Assets ($) | $110,529,000,000 | 7 |
Non-managed Assets ($) | $2,065,728,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $2,474,000,000 | 1 |
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 | $34,102,000 | 21 |
Number of Managed Accounts | $408,000 | 291 |
Number of Non-Managed Accounts | $33,694,000 | 11 |
Total fiduciary and related assets | $2,083,883,000,000 | 2 |
Managed Assets ($) | $103,755,000,000 | 8 |
Non-managed Assets ($) | $1,980,128,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,225,000,000 | 1 |
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 | $35,312,000 | 19 |
Number of Managed Accounts | $408,000 | 308 |
Number of Non-Managed Accounts | $34,904,000 | 10 |
Total fiduciary and related assets | $2,042,440,000,000 | 2 |
Managed Assets ($) | $97,621,000,000 | 8 |
Non-managed Assets ($) | $1,944,819,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $4,926,000,000 | 1 |
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 | $35,701,000 | 19 |
Number of Managed Accounts | $416,000 | 288 |
Number of Non-Managed Accounts | $35,285,000 | 10 |
Total fiduciary and related assets | $1,842,442,000,000 | 2 |
Managed Assets ($) | $83,521,000,000 | 9 |
Non-managed Assets ($) | $1,758,921,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $3,749,000,000 | 1 |
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 | $35,428,000 | 19 |
Number of Managed Accounts | $435,000 | 288 |
Number of Non-Managed Accounts | $34,993,000 | 10 |
Total fiduciary and related assets | $1,887,713,000,000 | 2 |
Managed Assets ($) | $88,362,000,000 | 9 |
Non-managed Assets ($) | $1,799,351,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $2,442,000,000 | 1 |
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 | $31,875,000 | 20 |
Number of Managed Accounts | $441,000 | 284 |
Number of Non-Managed Accounts | $31,434,000 | 11 |
Total fiduciary and related assets | $2,130,790,000,000 | 2 |
Managed Assets ($) | $82,340,000,000 | 9 |
Non-managed Assets ($) | $2,048,450,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,209,000,000 | 1 |
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 | $33,409,000 | 20 |
Number of Managed Accounts | $497,000 | 284 |
Number of Non-Managed Accounts | $32,912,000 | 12 |
Total fiduciary and related assets | $2,497,825,000,000 | 2 |
Managed Assets ($) | $99,716,000,000 | 8 |
Non-managed Assets ($) | $2,398,109,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $4,733,000,000 | 1 |
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 | $45,223,000 | 17 |
Number of Managed Accounts | $489,000 | 269 |
Number of Non-Managed Accounts | $44,734,000 | 9 |
Total fiduciary and related assets | $2,492,132,000,000 | 2 |
Managed Assets ($) | $101,227,000,000 | 8 |
Non-managed Assets ($) | $2,390,905,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $3,602,000,000 | 1 |
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 | $75,727,000 | 12 |
Number of Managed Accounts | $851,000 | 192 |
Number of Non-Managed Accounts | $74,876,000 | 8 |
Total fiduciary and related assets | $2,749,558,000,000 | 2 |
Managed Assets ($) | $308,900,000,000 | 3 |
Non-managed Assets ($) | $2,440,658,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $2,339,000,000 | 1 |
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 | $76,453,000 | 13 |
Number of Managed Accounts | $677,000 | 227 |
Number of Non-Managed Accounts | $75,776,000 | 9 |
Total fiduciary and related assets | $2,716,310,000,000 | 2 |
Managed Assets ($) | $294,907,000,000 | 3 |
Non-managed Assets ($) | $2,421,403,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,160,000,000 | 2 |
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 | $84,001,000 | 12 |
Number of Managed Accounts | $924,000 | 182 |
Number of Non-Managed Accounts | $83,077,000 | 8 |
Total fiduciary and related assets | $2,694,664,000,000 | 2 |
Managed Assets ($) | $301,766,000,000 | 3 |
Non-managed Assets ($) | $2,392,898,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $4,686,000,000 | 2 |
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 | $88,668,000 | 12 |
Number of Managed Accounts | $938,000 | 170 |
Number of Non-Managed Accounts | $87,730,000 | 8 |
Total fiduciary and related assets | $2,805,934,000,000 | 2 |
Managed Assets ($) | $264,214,000,000 | 3 |
Non-managed Assets ($) | $2,541,720,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $3,526,000,000 | 1 |
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 | $87,501,000 | 12 |
Number of Managed Accounts | $935,000 | 164 |
Number of Non-Managed Accounts | $86,566,000 | 8 |
Total fiduciary and related assets | $2,715,136,000,000 | 2 |
Managed Assets ($) | $260,614,000,000 | 3 |
Non-managed Assets ($) | $2,454,522,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $2,312,000,000 | 2 |
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 | $84,949,000 | 13 |
Number of Managed Accounts | $937,000 | 165 |
Number of Non-Managed Accounts | $84,012,000 | 9 |
Total fiduciary and related assets | $2,803,103,000,000 | 2 |
Managed Assets ($) | $247,812,000,000 | 3 |
Non-managed Assets ($) | $2,555,291,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,113,000,000 | 2 |
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 | $85,389,000 | 13 |
Number of Managed Accounts | $728,000 | 207 |
Number of Non-Managed Accounts | $84,661,000 | 9 |
Total fiduciary and related assets | $2,655,446,000,000 | 2 |
Managed Assets ($) | $233,520,000,000 | 4 |
Non-managed Assets ($) | $2,421,926,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $4,449,000,000 | 1 |
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 | $86,160,000 | 12 |
Number of Managed Accounts | $1,004,000 | 151 |
Number of Non-Managed Accounts | $85,156,000 | 9 |
Total fiduciary and related assets | $2,792,408,000,000 | 2 |
Managed Assets ($) | $300,468,000,000 | 3 |
Non-managed Assets ($) | $2,491,940,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $3,372,000,000 | 1 |
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 | $84,262,000 | 13 |
Number of Managed Accounts | $994,000 | 152 |
Number of Non-Managed Accounts | $83,268,000 | 9 |
Total fiduciary and related assets | $2,763,094,000,000 | 2 |
Managed Assets ($) | $286,609,000,000 | 2 |
Non-managed Assets ($) | $2,476,485,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $2,216,000,000 | 2 |
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 | $83,734,000 | 13 |
Number of Managed Accounts | $1,005,000 | 151 |
Number of Non-Managed Accounts | $82,729,000 | 9 |
Total fiduciary and related assets | $2,855,690,000,000 | 2 |
Managed Assets ($) | $288,882,000,000 | 2 |
Non-managed Assets ($) | $2,566,808,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,090,000,000 | 1 |
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 | $40,339,000 | 16 |
Number of Managed Accounts | $445,000 | 303 |
Number of Non-Managed Accounts | $39,894,000 | 9 |
Total fiduciary and related assets | $2,633,037,000,000 | 2 |
Managed Assets ($) | $8,268,000,000 | 34 |
Non-managed Assets ($) | $2,624,769,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $4,571,000,000 | 1 |
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 | $40,819,000 | 15 |
Number of Managed Accounts | $460,000 | 260 |
Number of Non-Managed Accounts | $40,359,000 | 9 |
Total fiduciary and related assets | $2,257,758,000,000 | 2 |
Managed Assets ($) | $7,786,000,000 | 37 |
Non-managed Assets ($) | $2,249,972,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $3,557,000,000 | 1 |
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 | $41,227,000 | 13 |
Number of Managed Accounts | $458,000 | 259 |
Number of Non-Managed Accounts | $40,769,000 | 9 |
Total fiduciary and related assets | $2,396,079,000,000 | 2 |
Managed Assets ($) | $8,035,000,000 | 38 |
Non-managed Assets ($) | $2,388,044,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $2,323,000,000 | 1 |
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 | $41,842,000 | 13 |
Number of Managed Accounts | $455,000 | 263 |
Number of Non-Managed Accounts | $41,387,000 | 9 |
Total fiduciary and related assets | $2,481,505,000,000 | 2 |
Managed Assets ($) | $7,789,000,000 | 40 |
Non-managed Assets ($) | $2,473,716,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,119,000,000 | 1 |
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 | $41,759,000 | 13 |
Number of Managed Accounts | $433,000 | 314 |
Number of Non-Managed Accounts | $41,326,000 | 9 |
Total fiduciary and related assets | $2,670,021,000,000 | 2 |
Managed Assets ($) | $8,044,000,000 | 38 |
Non-managed Assets ($) | $2,661,977,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $3,972,000,000 | 1 |
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 | $41,341,000 | 13 |
Number of Managed Accounts | $430,000 | 268 |
Number of Non-Managed Accounts | $40,911,000 | 9 |
Total fiduciary and related assets | $2,648,088,000,000 | 2 |
Managed Assets ($) | $7,313,000,000 | 41 |
Non-managed Assets ($) | $2,640,775,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $2,782,000,000 | 2 |
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 | $42,214,000 | 13 |
Number of Managed Accounts | $490,000 | 250 |
Number of Non-Managed Accounts | $41,724,000 | 9 |
Total fiduciary and related assets | $2,550,859,000,000 | 2 |
Managed Assets ($) | $7,280,000,000 | 38 |
Non-managed Assets ($) | $2,543,579,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,687,000,000 | 2 |
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 | $43,835,000 | 13 |
Number of Managed Accounts | $493,000 | 248 |
Number of Non-Managed Accounts | $43,342,000 | 9 |
Total fiduciary and related assets | $2,564,609,000,000 | 2 |
Managed Assets ($) | $7,375,000,000 | 38 |
Non-managed Assets ($) | $2,557,234,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $813,000,000 | 2 |
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 | $44,461,000 | 14 |
Number of Managed Accounts | $460,000 | 300 |
Number of Non-Managed Accounts | $44,001,000 | 9 |
Total fiduciary and related assets | $2,740,971,000,000 | 2 |
Managed Assets ($) | $6,977,000,000 | 41 |
Non-managed Assets ($) | $2,733,994,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $3,467,000,000 | 2 |
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 | $45,374,000 | 17 |
Number of Managed Accounts | $621,000 | 225 |
Number of Non-Managed Accounts | $44,753,000 | 11 |
Total fiduciary and related assets | $2,749,865,000,000 | 3 |
Managed Assets ($) | $11,432,000,000 | 32 |
Non-managed Assets ($) | $2,738,433,000,000 | 3 |
Memoranda | ||
Gross Fiduciary activities income | $2,597,000,000 | 2 |
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 | $56,626,000 | 15 |
Number of Managed Accounts | $10,426,000 | 22 |
Number of Non-Managed Accounts | $46,200,000 | 11 |
Total fiduciary and related assets | $2,643,646,000,000 | 3 |
Managed Assets ($) | $27,253,000,000 | 19 |
Non-managed Assets ($) | $2,616,393,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $1,758,000,000 | 2 |
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 | $57,583,000 | 13 |
Number of Managed Accounts | $10,307,000 | 22 |
Number of Non-Managed Accounts | $47,276,000 | 10 |
Total fiduciary and related assets | $2,471,651,000,000 | 3 |
Managed Assets ($) | $41,058,000,000 | 13 |
Non-managed Assets ($) | $2,430,593,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $855,000,000 | 2 |
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 | $89,047,000 | 9 |
Number of Managed Accounts | $10,889,000 | 22 |
Number of Non-Managed Accounts | $78,158,000 | 9 |
Total fiduciary and related assets | $2,260,733,000,000 | 2 |
Managed Assets ($) | $42,448,000,000 | 13 |
Non-managed Assets ($) | $2,218,285,000,000 | 2 |
Memoranda | ||
Gross Fiduciary activities income | $4,387,000,000 | 2 |
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 | $56,908,000 | 14 |
Number of Managed Accounts | $10,842,000 | 21 |
Number of Non-Managed Accounts | $46,066,000 | 10 |
Total fiduciary and related assets | $2,860,134,000,000 | 3 |
Managed Assets ($) | $48,047,000,000 | 12 |
Non-managed Assets ($) | $2,812,087,000,000 | 3 |
Memoranda | ||
Gross Fiduciary activities income | $3,329,000,000 | 2 |
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 | $70,049,000 | 12 |
Number of Managed Accounts | $12,092,000 | 20 |
Number of Non-Managed Accounts | $57,957,000 | 10 |
Total fiduciary and related assets | $888,270,000,000 | 7 |
Managed Assets ($) | $35,511,000,000 | 19 |
Non-managed Assets ($) | $852,759,000,000 | 7 |
Memoranda | ||
Gross Fiduciary activities income | $1,588,000,000 | 3 |
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 | $69,628,000 | 10 |
Number of Managed Accounts | $11,916,000 | 21 |
Number of Non-Managed Accounts | $57,712,000 | 9 |
Total fiduciary and related assets | $891,802,000,000 | 7 |
Managed Assets ($) | $36,741,000,000 | 17 |
Non-managed Assets ($) | $855,061,000,000 | 7 |
Memoranda | ||
Gross Fiduciary activities income | $803,000,000 | 3 |
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 | $68,419,000 | 10 |
Number of Managed Accounts | $13,374,000 | 21 |
Number of Non-Managed Accounts | $55,045,000 | 9 |
Total fiduciary and related assets | $811,189,000,000 | 7 |
Managed Assets ($) | $39,242,000,000 | 17 |
Non-managed Assets ($) | $771,947,000,000 | 7 |
Memoranda | ||
Gross Fiduciary activities income | $3,024,000,000 | 3 |
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 | $59,789,000 | 13 |
Number of Managed Accounts | $12,842,000 | 20 |
Number of Non-Managed Accounts | $46,947,000 | 9 |
Total fiduciary and related assets | $670,274,000,000 | 9 |
Managed Assets ($) | $122,102,000,000 | 7 |
Non-managed Assets ($) | $548,172,000,000 | 10 |
Memoranda | ||
Gross Fiduciary activities income | $2,191,000,000 | 3 |
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 | $57,632,000 | 12 |
Number of Managed Accounts | $12,288,000 | 18 |
Number of Non-Managed Accounts | $45,344,000 | 9 |
Total fiduciary and related assets | $617,534,000,000 | 10 |
Managed Assets ($) | $114,810,000,000 | 7 |
Non-managed Assets ($) | $502,724,000,000 | 10 |
Memoranda | ||
Gross Fiduciary activities income | $1,400,000,000 | 3 |
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 | $60,915,000 | 12 |
Number of Managed Accounts | $13,298,000 | 19 |
Number of Non-Managed Accounts | $47,617,000 | 9 |
Total fiduciary and related assets | $595,770,000,000 | 9 |
Managed Assets ($) | $112,971,000,000 | 8 |
Non-managed Assets ($) | $482,799,000,000 | 10 |
Memoranda | ||
Gross Fiduciary activities income | $661,000,000 | 3 |
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 | $55,535,000 | 13 |
Number of Managed Accounts | $13,310,000 | 19 |
Number of Non-Managed Accounts | $42,225,000 | 9 |
Total fiduciary and related assets | $606,540,000,000 | 9 |
Managed Assets ($) | $124,644,000,000 | 5 |
Non-managed Assets ($) | $481,896,000,000 | 10 |
Memoranda | ||
Gross Fiduciary activities income | $2,337,000,000 | 3 |
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 | $52,004,000 | 11 |
Number of Managed Accounts | $14,107,000 | 19 |
Number of Non-Managed Accounts | $37,897,000 | 10 |
Total fiduciary and related assets | $455,537,000,000 | 9 |
Managed Assets ($) | $91,084,000,000 | 11 |
Non-managed Assets ($) | $364,453,000,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $1,691,000,000 | 3 |
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 | $50,531,000 | 11 |
Number of Managed Accounts | $13,380,000 | 18 |
Number of Non-Managed Accounts | $37,151,000 | 11 |
Total fiduciary and related assets | $457,652,000,000 | 9 |
Managed Assets ($) | $91,167,000,000 | 11 |
Non-managed Assets ($) | $366,485,000,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $1,125,000,000 | 3 |
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 | $50,675,000 | 11 |
Number of Managed Accounts | $13,870,000 | 17 |
Number of Non-Managed Accounts | $36,805,000 | 11 |
Total fiduciary and related assets | $452,153,000,000 | 9 |
Managed Assets ($) | $88,157,000,000 | 11 |
Non-managed Assets ($) | $363,996,000,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $535,000,000 | 3 |
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 | $51,618,000 | 12 |
Number of Managed Accounts | $13,981,000 | 21 |
Number of Non-Managed Accounts | $37,637,000 | 11 |
Total fiduciary and related assets | $439,921,000,000 | 9 |
Managed Assets ($) | $89,529,000,000 | 8 |
Non-managed Assets ($) | $350,392,000,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $2,068,000,000 | 3 |
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 | $52,444,000 | 10 |
Number of Managed Accounts | $14,943,000 | 17 |
Number of Non-Managed Accounts | $37,501,000 | 11 |
Total fiduciary and related assets | $437,165,000,000 | 9 |
Managed Assets ($) | $93,471,000,000 | 9 |
Non-managed Assets ($) | $343,694,000,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $1,536,000,000 | 3 |
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 | $51,728,000 | 11 |
Number of Managed Accounts | $14,303,000 | 16 |
Number of Non-Managed Accounts | $37,425,000 | 13 |
Total fiduciary and related assets | $436,526,000,000 | 9 |
Managed Assets ($) | $91,782,000,000 | 9 |
Non-managed Assets ($) | $344,744,000,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $1,013,000,000 | 3 |
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 | $52,386,000 | 12 |
Number of Managed Accounts | $14,396,000 | 18 |
Number of Non-Managed Accounts | $37,990,000 | 12 |
Total fiduciary and related assets | $426,692,000,000 | 9 |
Managed Assets ($) | $90,136,000,000 | 10 |
Non-managed Assets ($) | $336,556,000,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $493,000,000 | 3 |
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 | $53,246,000 | 12 |
Number of Managed Accounts | $13,947,000 | 20 |
Number of Non-Managed Accounts | $39,299,000 | 12 |
Total fiduciary and related assets | $425,232,447,000 | 9 |
Managed Assets ($) | $73,943,038,000 | 10 |
Non-managed Assets ($) | $351,289,409,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $2,651,361,000 | 2 |
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 | $54,073,000 | 12 |
Number of Managed Accounts | $13,604,000 | 21 |
Number of Non-Managed Accounts | $40,469,000 | 13 |
Total fiduciary and related assets | $407,060,201,000 | 8 |
Managed Assets ($) | $85,190,125,000 | 9 |
Non-managed Assets ($) | $321,870,076,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $1,969,274,000 | 2 |
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 | $92,941,000 | 11 |
Number of Managed Accounts | $13,741,000 | 21 |
Number of Non-Managed Accounts | $79,200,000 | 8 |
Total fiduciary and related assets | $401,230,150,000 | 8 |
Managed Assets ($) | $70,891,201,000 | 10 |
Non-managed Assets ($) | $330,338,949,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $1,327,639,000 | 2 |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $51,549,000 | 13 |
Number of Managed Accounts | $13,775,000 | 21 |
Number of Non-Managed Accounts | $37,774,000 | 13 |
Total fiduciary and related assets | $401,233,943,000 | 8 |
Managed Assets ($) | $73,432,751,000 | 10 |
Non-managed Assets ($) | $327,801,192,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $661,864,000 | 2 |
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 | $52,391,000 | 14 |
Number of Managed Accounts | $13,889,000 | 22 |
Number of Non-Managed Accounts | $38,502,000 | 13 |
Total fiduciary and related assets | $404,309,531,000 | 8 |
Managed Assets ($) | $73,500,935,000 | 8 |
Non-managed Assets ($) | $330,808,596,000 | 8 |
Memoranda | ||
Gross Fiduciary activities income | $2,136,162,000 | 3 |
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 | $51,978,000 | 14 |
Number of Managed Accounts | $13,660,000 | 21 |
Number of Non-Managed Accounts | $38,318,000 | 12 |
Total fiduciary and related assets | $381,634,765,000 | 8 |
Managed Assets ($) | $70,940,002,000 | 8 |
Non-managed Assets ($) | $310,694,763,000 | 8 |
Memoranda | ||
Gross Fiduciary activities income | $1,512,136,000 | 3 |
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 | $51,615,000 | 15 |
Number of Managed Accounts | $12,944,000 | 20 |
Number of Non-Managed Accounts | $38,671,000 | 13 |
Total fiduciary and related assets | $379,037,986,000 | 9 |
Managed Assets ($) | $70,335,841,000 | 9 |
Non-managed Assets ($) | $308,702,145,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $919,672,000 | 3 |
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 | $52,386,000 | 15 |
Number of Managed Accounts | $13,183,000 | 19 |
Number of Non-Managed Accounts | $39,203,000 | 12 |
Total fiduciary and related assets | $373,309,355,000 | 8 |
Managed Assets ($) | $63,582,039,000 | 9 |
Non-managed Assets ($) | $309,727,316,000 | 9 |
Memoranda | ||
Gross Fiduciary activities income | $403,858,000 | 3 |
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 | $53,159,000 | 14 |
Number of Managed Accounts | $13,314,000 | 20 |
Number of Non-Managed Accounts | $39,845,000 | 11 |
Total fiduciary and related assets | $441,644,154,000 | 8 |
Managed Assets ($) | $62,931,910,000 | 10 |
Non-managed Assets ($) | $378,712,244,000 | 8 |
Memoranda | ||
Gross Fiduciary activities income | $1,607,067,000 | 3 |
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 | $45,813,000 | 13 |
Number of Managed Accounts | $14,713,000 | 17 |
Number of Non-Managed Accounts | $31,100,000 | 9 |
Total fiduciary and related assets | $348,420,734,000 | 9 |
Managed Assets ($) | $64,946,775,000 | 11 |
Non-managed Assets ($) | $283,473,959,000 | 8 |
Memoranda | ||
Gross Fiduciary activities income | $1,625,294,000 | 3 |
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 | $1,861,222,000 | 2 |
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 | $1,297,885,000 | 3 |
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 | $1,073,984,000 | 3 |
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 | $903,490,000 | 3 |
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 | $779,080,000 | 3 |
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 | $526,499,000 | 5 |
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 | $474,040,000 | 5 |
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 | $428,782,000 | 5 |
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 | $380,679,000 | 4 |