Home > Bank of America > Fiduciary and Related Services
Bank of America, Fiduciary and Related Services
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $212,221,000 | 6 |
| Number of Managed Accounts | $205,036,000 | 2 |
| Number of Non-Managed Accounts | $7,185,000 | 24 |
| Total fiduciary and related assets | $765,700,000,000 | 9 |
| Managed Assets ($) | $466,922,000,000 | 4 |
| Non-managed Assets ($) | $298,778,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,165,000,000 | 6 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $210,993,000 | 6 |
| Number of Managed Accounts | $203,785,000 | 2 |
| Number of Non-Managed Accounts | $7,208,000 | 23 |
| Total fiduciary and related assets | $757,824,000,000 | 9 |
| Managed Assets ($) | $462,496,000,000 | 4 |
| Non-managed Assets ($) | $295,328,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $573,000,000 | 6 |
| 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 | $209,171,000 | 6 |
| Number of Managed Accounts | $201,957,000 | 2 |
| Number of Non-Managed Accounts | $7,214,000 | 22 |
| Total fiduciary and related assets | $721,284,000,000 | 9 |
| Managed Assets ($) | $437,255,000,000 | 4 |
| Non-managed Assets ($) | $284,029,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,194,000,000 | 6 |
| 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 | $207,888,000 | 5 |
| Number of Managed Accounts | $200,620,000 | 2 |
| Number of Non-Managed Accounts | $7,268,000 | 21 |
| Total fiduciary and related assets | $674,441,000,000 | 9 |
| Managed Assets ($) | $409,532,000,000 | 4 |
| Non-managed Assets ($) | $264,909,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,633,000,000 | 6 |
| 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 | $205,805,000 | 5 |
| Number of Managed Accounts | $198,471,000 | 2 |
| Number of Non-Managed Accounts | $7,334,000 | 22 |
| Total fiduciary and related assets | $687,117,000,000 | 9 |
| Managed Assets ($) | $417,037,000,000 | 4 |
| Non-managed Assets ($) | $270,080,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,110,000,000 | 6 |
| 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 | $203,993,000 | 5 |
| Number of Managed Accounts | $196,513,000 | 2 |
| Number of Non-Managed Accounts | $7,480,000 | 23 |
| Total fiduciary and related assets | $672,843,000,000 | 9 |
| Managed Assets ($) | $401,611,000,000 | 4 |
| Non-managed Assets ($) | $271,232,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $541,000,000 | 6 |
| 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 | $201,921,000 | 5 |
| Number of Managed Accounts | $193,882,000 | 2 |
| Number of Non-Managed Accounts | $8,039,000 | 24 |
| Total fiduciary and related assets | $649,734,000,000 | 9 |
| Managed Assets ($) | $381,631,000,000 | 4 |
| Non-managed Assets ($) | $268,103,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,257,000,000 | 6 |
| 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 | $201,331,000 | 5 |
| Number of Managed Accounts | $193,054,000 | 2 |
| Number of Non-Managed Accounts | $8,277,000 | 24 |
| Total fiduciary and related assets | $614,038,000,000 | 9 |
| Managed Assets ($) | $360,657,000,000 | 4 |
| Non-managed Assets ($) | $253,381,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,727,000,000 | 6 |
| 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 | $200,956,000 | 5 |
| Number of Managed Accounts | $192,505,000 | 2 |
| Number of Non-Managed Accounts | $8,451,000 | 21 |
| Total fiduciary and related assets | $638,444,000,000 | 7 |
| Managed Assets ($) | $372,273,000,000 | 3 |
| Non-managed Assets ($) | $266,171,000,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,181,000,000 | 6 |
| 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 | $199,805,000 | 5 |
| Number of Managed Accounts | $191,341,000 | 2 |
| Number of Non-Managed Accounts | $8,464,000 | 21 |
| Total fiduciary and related assets | $711,408,000,000 | 7 |
| Managed Assets ($) | $411,578,000,000 | 3 |
| Non-managed Assets ($) | $299,830,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $604,000,000 | 6 |
| 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 | $197,981,000 | 5 |
| Number of Managed Accounts | $189,431,000 | 2 |
| Number of Non-Managed Accounts | $8,550,000 | 20 |
| Total fiduciary and related assets | $740,759,000,000 | 7 |
| Managed Assets ($) | $428,511,000,000 | 3 |
| Non-managed Assets ($) | $312,248,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,341,000,000 | 6 |
| 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 | $195,153,000 | 5 |
| Number of Managed Accounts | $186,700,000 | 2 |
| Number of Non-Managed Accounts | $8,453,000 | 20 |
| Total fiduciary and related assets | $706,308,000,000 | 8 |
| Managed Assets ($) | $404,205,000,000 | 3 |
| Non-managed Assets ($) | $302,103,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,735,000,000 | 6 |
| 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 | $193,654,000 | 5 |
| Number of Managed Accounts | $185,156,000 | 2 |
| Number of Non-Managed Accounts | $8,498,000 | 21 |
| Total fiduciary and related assets | $708,815,000,000 | 8 |
| Managed Assets ($) | $404,593,000,000 | 3 |
| Non-managed Assets ($) | $304,222,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000,000 | 6 |
| 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 | $191,997,000 | 5 |
| Number of Managed Accounts | $183,412,000 | 2 |
| Number of Non-Managed Accounts | $8,585,000 | 21 |
| Total fiduciary and related assets | $677,685,000,000 | 8 |
| Managed Assets ($) | $386,380,000,000 | 3 |
| Non-managed Assets ($) | $291,305,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000,000 | 6 |
| 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 | $190,087,000 | 5 |
| Number of Managed Accounts | $181,329,000 | 2 |
| Number of Non-Managed Accounts | $8,758,000 | 21 |
| Total fiduciary and related assets | $656,752,000,000 | 8 |
| Managed Assets ($) | $373,610,000,000 | 3 |
| Non-managed Assets ($) | $283,142,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,024,000,000 | 6 |
| 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 | $187,471,000 | 5 |
| Number of Managed Accounts | $178,803,000 | 2 |
| Number of Non-Managed Accounts | $8,668,000 | 21 |
| Total fiduciary and related assets | $605,598,000,000 | 8 |
| Managed Assets ($) | $345,000,000,000 | 3 |
| Non-managed Assets ($) | $260,598,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,465,000,000 | 6 |
| 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 | $187,099,000 | 5 |
| Number of Managed Accounts | $178,353,000 | 2 |
| Number of Non-Managed Accounts | $8,746,000 | 21 |
| Total fiduciary and related assets | $581,348,000,000 | 8 |
| Managed Assets ($) | $332,300,000,000 | 3 |
| Non-managed Assets ($) | $249,048,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $989,000,000 | 6 |
| 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 | $194,032,000 | 5 |
| Number of Managed Accounts | $185,176,000 | 2 |
| Number of Non-Managed Accounts | $8,856,000 | 21 |
| Total fiduciary and related assets | $524,628,000,000 | 8 |
| Managed Assets ($) | $300,667,000,000 | 3 |
| Non-managed Assets ($) | $223,961,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $508,000,000 | 5 |
| 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 | $191,862,000 | 5 |
| Number of Managed Accounts | $182,925,000 | 2 |
| Number of Non-Managed Accounts | $8,937,000 | 21 |
| Total fiduciary and related assets | $601,156,000,000 | 8 |
| Managed Assets ($) | $342,778,000,000 | 3 |
| Non-managed Assets ($) | $258,378,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,985,000,000 | 5 |
| 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 | $189,375,000 | 6 |
| Number of Managed Accounts | $180,492,000 | 2 |
| Number of Non-Managed Accounts | $8,883,000 | 21 |
| Total fiduciary and related assets | $574,456,000,000 | 9 |
| Managed Assets ($) | $327,186,000,000 | 4 |
| Non-managed Assets ($) | $247,270,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,472,000,000 | 6 |
| 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 | $188,545,000 | 5 |
| Number of Managed Accounts | $179,590,000 | 2 |
| Number of Non-Managed Accounts | $8,955,000 | 21 |
| Total fiduciary and related assets | $566,405,000,000 | 8 |
| Managed Assets ($) | $323,433,000,000 | 3 |
| Non-managed Assets ($) | $242,972,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000,000 | 6 |
| 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 | $187,969,000 | 5 |
| Number of Managed Accounts | $178,940,000 | 2 |
| Number of Non-Managed Accounts | $9,029,000 | 21 |
| Total fiduciary and related assets | $553,491,000,000 | 8 |
| Managed Assets ($) | $317,696,000,000 | 3 |
| Non-managed Assets ($) | $235,795,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $479,000,000 | 5 |
| 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 | $186,575,000 | 5 |
| Number of Managed Accounts | $177,445,000 | 2 |
| Number of Non-Managed Accounts | $9,130,000 | 20 |
| Total fiduciary and related assets | $518,910,000,000 | 8 |
| Managed Assets ($) | $295,415,000,000 | 3 |
| Non-managed Assets ($) | $223,495,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,990,000,000 | 5 |
| 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 | $184,570,000 | 6 |
| Number of Managed Accounts | $175,353,000 | 2 |
| Number of Non-Managed Accounts | $9,217,000 | 20 |
| Total fiduciary and related assets | $561,955,000,000 | 8 |
| Managed Assets ($) | $320,255,000,000 | 3 |
| Non-managed Assets ($) | $241,700,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,490,000,000 | 5 |
| 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 | $183,477,000 | 5 |
| Number of Managed Accounts | $174,191,000 | 2 |
| Number of Non-Managed Accounts | $9,286,000 | 19 |
| Total fiduciary and related assets | $545,450,000,000 | 8 |
| Managed Assets ($) | $308,581,000,000 | 3 |
| Non-managed Assets ($) | $236,869,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $990,000,000 | 6 |
| 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 | $182,393,000 | 5 |
| Number of Managed Accounts | $172,994,000 | 2 |
| Number of Non-Managed Accounts | $9,399,000 | 21 |
| Total fiduciary and related assets | $540,501,000,000 | 8 |
| Managed Assets ($) | $305,435,000,000 | 3 |
| Non-managed Assets ($) | $235,066,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $494,000,000 | 6 |
| 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 | $182,441,000 | 5 |
| Number of Managed Accounts | $172,701,000 | 2 |
| Number of Non-Managed Accounts | $9,740,000 | 21 |
| Total fiduciary and related assets | $543,478,000,000 | 8 |
| Managed Assets ($) | $306,416,000,000 | 3 |
| Non-managed Assets ($) | $237,062,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,853,000,000 | 6 |
| 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 | $180,478,000 | 6 |
| Number of Managed Accounts | $170,706,000 | 2 |
| Number of Non-Managed Accounts | $9,772,000 | 20 |
| Total fiduciary and related assets | $528,249,000,000 | 8 |
| Managed Assets ($) | $296,788,000,000 | 3 |
| Non-managed Assets ($) | $231,461,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,371,000,000 | 6 |
| 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 | $178,489,000 | 6 |
| Number of Managed Accounts | $168,672,000 | 2 |
| Number of Non-Managed Accounts | $9,817,000 | 21 |
| Total fiduciary and related assets | $514,540,000,000 | 8 |
| Managed Assets ($) | $288,560,000,000 | 3 |
| Non-managed Assets ($) | $225,980,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $908,000,000 | 6 |
| 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 | $177,797,000 | 6 |
| Number of Managed Accounts | $167,780,000 | 2 |
| Number of Non-Managed Accounts | $10,017,000 | 19 |
| Total fiduciary and related assets | $504,407,000,000 | 8 |
| Managed Assets ($) | $285,120,000,000 | 3 |
| Non-managed Assets ($) | $219,287,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $447,000,000 | 6 |
| 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 | $177,283,000 | 6 |
| Number of Managed Accounts | $167,076,000 | 1 |
| Number of Non-Managed Accounts | $10,207,000 | 19 |
| Total fiduciary and related assets | $489,030,000,000 | 8 |
| Managed Assets ($) | $273,129,000,000 | 3 |
| Non-managed Assets ($) | $215,901,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,767,000,000 | 6 |
| 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 | $176,519,000 | 5 |
| Number of Managed Accounts | $166,326,000 | 2 |
| Number of Non-Managed Accounts | $10,193,000 | 18 |
| Total fiduciary and related assets | $484,595,000,000 | 8 |
| Managed Assets ($) | $270,743,000,000 | 3 |
| Non-managed Assets ($) | $213,852,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,326,000,000 | 6 |
| 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 | $176,448,000 | 6 |
| Number of Managed Accounts | $166,230,000 | 2 |
| Number of Non-Managed Accounts | $10,218,000 | 18 |
| Total fiduciary and related assets | $470,709,000,000 | 8 |
| Managed Assets ($) | $265,093,000,000 | 3 |
| Non-managed Assets ($) | $205,616,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $887,000,000 | 6 |
| 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 | $176,077,000 | 6 |
| Number of Managed Accounts | $165,785,000 | 2 |
| Number of Non-Managed Accounts | $10,292,000 | 18 |
| Total fiduciary and related assets | $484,186,000,000 | 8 |
| Managed Assets ($) | $261,531,000,000 | 3 |
| Non-managed Assets ($) | $222,655,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000,000 | 6 |
| 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 | $175,843,000 | 6 |
| Number of Managed Accounts | $165,418,000 | 2 |
| Number of Non-Managed Accounts | $10,425,000 | 17 |
| Total fiduciary and related assets | $474,442,000,000 | 8 |
| Managed Assets ($) | $260,215,000,000 | 3 |
| Non-managed Assets ($) | $214,227,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,799,000,000 | 6 |
| 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 | $172,466,000 | 6 |
| Number of Managed Accounts | $162,039,000 | 2 |
| Number of Non-Managed Accounts | $10,427,000 | 17 |
| Total fiduciary and related assets | $461,402,000,000 | 8 |
| Managed Assets ($) | $253,026,000,000 | 3 |
| Non-managed Assets ($) | $208,376,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,355,000,000 | 6 |
| 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 | $171,123,000 | 6 |
| Number of Managed Accounts | $160,553,000 | 2 |
| Number of Non-Managed Accounts | $10,570,000 | 15 |
| Total fiduciary and related assets | $464,875,000,000 | 8 |
| Managed Assets ($) | $265,111,000,000 | 3 |
| Non-managed Assets ($) | $199,764,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $907,000,000 | 6 |
| 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 | $170,548,000 | 7 |
| Number of Managed Accounts | $159,829,000 | 2 |
| Number of Non-Managed Accounts | $10,719,000 | 16 |
| Total fiduciary and related assets | $467,333,000,000 | 8 |
| Managed Assets ($) | $267,345,000,000 | 3 |
| Non-managed Assets ($) | $199,988,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $446,000,000 | 6 |
| 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 | $169,207,000 | 7 |
| Number of Managed Accounts | $158,327,000 | 2 |
| Number of Non-Managed Accounts | $10,880,000 | 17 |
| Total fiduciary and related assets | $459,830,000,000 | 8 |
| Managed Assets ($) | $262,796,000,000 | 3 |
| Non-managed Assets ($) | $197,034,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,774,000,000 | 5 |
| 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 | $166,904,000 | 7 |
| Number of Managed Accounts | $156,080,000 | 2 |
| Number of Non-Managed Accounts | $10,824,000 | 17 |
| Total fiduciary and related assets | $452,719,000,000 | 8 |
| Managed Assets ($) | $259,056,000,000 | 3 |
| Non-managed Assets ($) | $193,663,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,329,000,000 | 5 |
| 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 | $165,776,000 | 7 |
| Number of Managed Accounts | $155,013,000 | 2 |
| Number of Non-Managed Accounts | $10,763,000 | 17 |
| Total fiduciary and related assets | $475,302,000,000 | 9 |
| Managed Assets ($) | $260,787,000,000 | 4 |
| Non-managed Assets ($) | $214,515,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $885,000,000 | 5 |
| 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 | $164,661,000 | 8 |
| Number of Managed Accounts | $153,840,000 | 2 |
| Number of Non-Managed Accounts | $10,821,000 | 18 |
| Total fiduciary and related assets | $464,691,000,000 | 10 |
| Managed Assets ($) | $255,876,000,000 | 4 |
| Non-managed Assets ($) | $208,815,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $434,000,000 | 5 |
| 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 | $162,835,000 | 7 |
| Number of Managed Accounts | $151,901,000 | 2 |
| Number of Non-Managed Accounts | $10,934,000 | 17 |
| Total fiduciary and related assets | $455,040,000,000 | 10 |
| Managed Assets ($) | $251,824,000,000 | 4 |
| Non-managed Assets ($) | $203,216,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,652,000,000 | 6 |
| 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 | $162,885,000 | 7 |
| Number of Managed Accounts | $153,548,000 | 1 |
| Number of Non-Managed Accounts | $9,337,000 | 19 |
| Total fiduciary and related assets | $444,277,000,000 | 10 |
| Managed Assets ($) | $248,446,000,000 | 4 |
| Non-managed Assets ($) | $195,831,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,233,000,000 | 6 |
| 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 | $162,724,000 | 7 |
| Number of Managed Accounts | $153,254,000 | 1 |
| Number of Non-Managed Accounts | $9,470,000 | 20 |
| Total fiduciary and related assets | $428,055,000,000 | 10 |
| Managed Assets ($) | $240,279,000,000 | 4 |
| Non-managed Assets ($) | $187,776,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $824,000,000 | 7 |
| 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 | $160,829,000 | 7 |
| Number of Managed Accounts | $151,242,000 | 1 |
| Number of Non-Managed Accounts | $9,587,000 | 20 |
| Total fiduciary and related assets | $432,423,000,000 | 10 |
| Managed Assets ($) | $244,050,000,000 | 4 |
| Non-managed Assets ($) | $188,373,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $402,000,000 | 7 |
| 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 | $155,362,000 | 6 |
| Number of Managed Accounts | $146,521,000 | 1 |
| Number of Non-Managed Accounts | $8,841,000 | 21 |
| Total fiduciary and related assets | $413,490,726,000 | 10 |
| Managed Assets ($) | $235,915,702,000 | 3 |
| Non-managed Assets ($) | $177,575,024,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,548,954,000 | 6 |
| 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 | $152,574,000 | 6 |
| Number of Managed Accounts | $143,736,000 | 1 |
| Number of Non-Managed Accounts | $8,838,000 | 20 |
| Total fiduciary and related assets | $406,739,275,000 | 10 |
| Managed Assets ($) | $232,067,815,000 | 4 |
| Non-managed Assets ($) | $174,671,460,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,090,122,000 | 7 |
| 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 | $153,255,000 | 6 |
| Number of Managed Accounts | $144,281,000 | 1 |
| Number of Non-Managed Accounts | $8,974,000 | 20 |
| Total fiduciary and related assets | $391,496,354,000 | 10 |
| Managed Assets ($) | $223,888,730,000 | 4 |
| Non-managed Assets ($) | $167,607,624,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,815,000 | 7 |
| 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 | $155,075,000 | 6 |
| Number of Managed Accounts | $145,285,000 | 1 |
| Number of Non-Managed Accounts | $9,790,000 | 19 |
| Total fiduciary and related assets | $406,330,206,000 | 10 |
| Managed Assets ($) | $232,123,237,000 | 3 |
| Non-managed Assets ($) | $174,206,969,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,177,000 | 7 |
| 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 | $157,868,000 | 6 |
| Number of Managed Accounts | $146,149,000 | 1 |
| Number of Non-Managed Accounts | $11,719,000 | 17 |
| Total fiduciary and related assets | $385,160,235,000 | 10 |
| Managed Assets ($) | $220,011,463,000 | 2 |
| Non-managed Assets ($) | $165,148,772,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,093,000 | 6 |
| 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 | $169,285,000 | 6 |
| Number of Managed Accounts | $147,489,000 | 1 |
| Number of Non-Managed Accounts | $21,796,000 | 14 |
| Total fiduciary and related assets | $369,936,430,000 | 10 |
| Managed Assets ($) | $209,861,994,000 | 2 |
| Non-managed Assets ($) | $160,074,436,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,119,736,000 | 6 |
| 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 | $169,887,000 | 6 |
| Number of Managed Accounts | $148,321,000 | 1 |
| Number of Non-Managed Accounts | $21,566,000 | 14 |
| Total fiduciary and related assets | $527,725,588,000 | 9 |
| Managed Assets ($) | $228,841,022,000 | 2 |
| Non-managed Assets ($) | $298,884,566,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $755,990,000 | 6 |
| 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 | $173,111,000 | 6 |
| Number of Managed Accounts | $150,395,000 | 1 |
| Number of Non-Managed Accounts | $22,716,000 | 13 |
| Total fiduciary and related assets | $574,799,416,000 | 9 |
| Managed Assets ($) | $228,837,770,000 | 2 |
| Non-managed Assets ($) | $345,961,646,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $363,879,000 | 6 |
| 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 | $175,026,000 | 6 |
| Number of Managed Accounts | $152,803,000 | 1 |
| Number of Non-Managed Accounts | $22,223,000 | 14 |
| Total fiduciary and related assets | $559,121,198,000 | 9 |
| Managed Assets ($) | $221,143,654,000 | 2 |
| Non-managed Assets ($) | $337,977,544,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,505,642,000 | 7 |
| 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 | $190,535,000 | 6 |
| Number of Managed Accounts | $167,196,000 | 1 |
| Number of Non-Managed Accounts | $23,339,000 | 13 |
| Total fiduciary and related assets | $553,525,911,000 | 9 |
| Managed Assets ($) | $214,082,837,000 | 2 |
| Non-managed Assets ($) | $339,443,074,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,119,363,000 | 7 |
| 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 | $202,935,000 | 4 |
| Number of Managed Accounts | $179,201,000 | 1 |
| Number of Non-Managed Accounts | $23,734,000 | 13 |
| Total fiduciary and related assets | $559,480,373,000 | 10 |
| Managed Assets ($) | $208,627,944,000 | 2 |
| Non-managed Assets ($) | $350,852,429,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $763,630,000 | 7 |
| 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 | $212,559,000 | 4 |
| Number of Managed Accounts | $188,056,000 | 1 |
| Number of Non-Managed Accounts | $24,503,000 | 13 |
| Total fiduciary and related assets | $597,292,215,000 | 9 |
| Managed Assets ($) | $221,741,325,000 | 2 |
| Non-managed Assets ($) | $375,550,890,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $373,245,000 | 7 |
| 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 | $219,481,000 | 5 |
| Number of Managed Accounts | $192,595,000 | 1 |
| Number of Non-Managed Accounts | $26,886,000 | 11 |
| Total fiduciary and related assets | $596,619,486,000 | 9 |
| Managed Assets ($) | $219,035,617,000 | 2 |
| Non-managed Assets ($) | $377,583,869,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,468,701,000 | 6 |
| 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 | $156,259,000 | 7 |
| Number of Managed Accounts | $134,751,000 | 1 |
| Number of Non-Managed Accounts | $21,508,000 | 16 |
| Total fiduciary and related assets | $500,394,871,000 | 10 |
| Managed Assets ($) | $201,423,827,000 | 3 |
| Non-managed Assets ($) | $298,971,044,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $984,520,000 | 6 |
| 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 | $161,323,000 | 7 |
| Number of Managed Accounts | $139,493,000 | 1 |
| Number of Non-Managed Accounts | $21,830,000 | 16 |
| Total fiduciary and related assets | $511,937,347,000 | 10 |
| Managed Assets ($) | $196,052,336,000 | 3 |
| Non-managed Assets ($) | $315,885,011,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $669,397,000 | 6 |
| 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 | $166,222,000 | 6 |
| Number of Managed Accounts | $143,058,000 | 1 |
| Number of Non-Managed Accounts | $23,164,000 | 14 |
| Total fiduciary and related assets | $533,580,522,000 | 9 |
| Managed Assets ($) | $206,980,784,000 | 3 |
| Non-managed Assets ($) | $326,599,738,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,928,000 | 5 |
| 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 | $170,567,000 | 6 |
| Number of Managed Accounts | $146,910,000 | 1 |
| Number of Non-Managed Accounts | $23,657,000 | 15 |
| Total fiduciary and related assets | $591,021,550,000 | 10 |
| Managed Assets ($) | $222,401,340,000 | 2 |
| Non-managed Assets ($) | $368,620,210,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,643,154,000 | 6 |
| 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 | $149,593,000 | 7 |
| Number of Managed Accounts | $143,533,000 | 1 |
| Number of Non-Managed Accounts | $6,060,000 | 29 |
| Total fiduciary and related assets | $299,856,852,000 | 11 |
| Managed Assets ($) | $240,369,243,000 | 3 |
| Non-managed Assets ($) | $59,487,609,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,162,328,000 | 6 |
| 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 | $150,986,000 | 7 |
| Number of Managed Accounts | $144,836,000 | 1 |
| Number of Non-Managed Accounts | $6,150,000 | 30 |
| Total fiduciary and related assets | $315,158,409,000 | 13 |
| Managed Assets ($) | $254,197,824,000 | 3 |
| Non-managed Assets ($) | $60,960,585,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $797,292,000 | 6 |
| 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 | $152,676,000 | 6 |
| Number of Managed Accounts | $145,539,000 | 1 |
| Number of Non-Managed Accounts | $7,137,000 | 27 |
| Total fiduciary and related assets | $329,703,172,000 | 13 |
| Managed Assets ($) | $263,197,366,000 | 3 |
| Non-managed Assets ($) | $66,505,806,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $403,298,000 | 6 |
| 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 | $284,254,000 | 4 |
| Number of Managed Accounts | $280,130,000 | 1 |
| Number of Non-Managed Accounts | $4,124,000 | 34 |
| Total fiduciary and related assets | $235,216,351,000 | 14 |
| Managed Assets ($) | $181,743,007,000 | 4 |
| Non-managed Assets ($) | $53,473,344,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,151,676,000 | 6 |
| 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 | $285,262,000 | 5 |
| Number of Managed Accounts | $280,895,000 | 1 |
| Number of Non-Managed Accounts | $4,367,000 | 32 |
| Total fiduciary and related assets | $241,838,052,000 | 13 |
| Managed Assets ($) | $185,957,608,000 | 4 |
| Non-managed Assets ($) | $55,880,444,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $866,204,000 | 6 |
| 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 | $288,711,000 | 5 |
| Number of Managed Accounts | $284,280,000 | 1 |
| Number of Non-Managed Accounts | $4,431,000 | 33 |
| Total fiduciary and related assets | $237,491,906,000 | 13 |
| Managed Assets ($) | $183,878,844,000 | 4 |
| Non-managed Assets ($) | $53,613,062,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $584,144,000 | 6 |
| 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 | $289,871,000 | 6 |
| Number of Managed Accounts | $284,576,000 | 2 |
| Number of Non-Managed Accounts | $5,295,000 | 32 |
| Total fiduciary and related assets | $234,563,148,000 | 13 |
| Managed Assets ($) | $178,997,955,000 | 4 |
| Non-managed Assets ($) | $55,565,193,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $282,377,000 | 6 |
| 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 | $167,566,000 | 7 |
| Number of Managed Accounts | $162,011,000 | 2 |
| Number of Non-Managed Accounts | $5,555,000 | 32 |
| Total fiduciary and related assets | $240,435,726,000 | 13 |
| Managed Assets ($) | $184,897,437,000 | 4 |
| Non-managed Assets ($) | $55,538,289,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,677,000 | 6 |
| 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 | $167,439,000 | 7 |
| Number of Managed Accounts | $161,768,000 | 2 |
| Number of Non-Managed Accounts | $5,671,000 | 33 |
| Total fiduciary and related assets | $230,102,315,000 | 13 |
| Managed Assets ($) | $179,469,887,000 | 3 |
| Non-managed Assets ($) | $50,632,428,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,141,000 | 6 |
| 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 | $246,402,000 | 6 |
| Number of Managed Accounts | $240,518,000 | 2 |
| Number of Non-Managed Accounts | $5,884,000 | 32 |
| Total fiduciary and related assets | $240,405,572,000 | 14 |
| Managed Assets ($) | $189,259,278,000 | 3 |
| Non-managed Assets ($) | $51,146,294,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $631,314,000 | 6 |
| 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 | $249,295,000 | 6 |
| Number of Managed Accounts | $243,297,000 | 2 |
| Number of Non-Managed Accounts | $5,998,000 | 30 |
| Total fiduciary and related assets | $245,990,906,000 | 13 |
| Managed Assets ($) | $194,215,272,000 | 3 |
| Non-managed Assets ($) | $51,775,634,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $303,885,000 | 6 |
| 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 | $251,914,000 | 6 |
| Number of Managed Accounts | $243,907,000 | 2 |
| Number of Non-Managed Accounts | $8,007,000 | 30 |
| Total fiduciary and related assets | $269,119,625,000 | 12 |
| Managed Assets ($) | $189,903,054,000 | 3 |
| Non-managed Assets ($) | $79,216,571,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,192,089,000 | 5 |
| 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 | $248,711,000 | 6 |
| Number of Managed Accounts | $240,530,000 | 2 |
| Number of Non-Managed Accounts | $8,181,000 | 29 |
| Total fiduciary and related assets | $263,067,789,000 | 12 |
| Managed Assets ($) | $183,315,083,000 | 3 |
| Non-managed Assets ($) | $79,752,706,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $899,547,000 | 5 |
| 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 | $397,741,000 | 5 |
| Number of Managed Accounts | $196,672,000 | 2 |
| Number of Non-Managed Accounts | $201,069,000 | 5 |
| Total fiduciary and related assets | $268,642,544,000 | 11 |
| Managed Assets ($) | $178,355,454,000 | 3 |
| Non-managed Assets ($) | $90,287,090,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $605,382,000 | 5 |
| 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 | $71,802,000 | 11 |
| Number of Managed Accounts | $68,732,000 | 3 |
| Number of Non-Managed Accounts | $3,070,000 | 46 |
| Total fiduciary and related assets | $136,700,310,000 | 13 |
| Managed Assets ($) | $107,108,064,000 | 6 |
| Non-managed Assets ($) | $29,592,246,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $171,858,000 | 9 |
| 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 | $71,039,000 | 11 |
| Number of Managed Accounts | $68,018,000 | 3 |
| Number of Non-Managed Accounts | $3,021,000 | 51 |
| Total fiduciary and related assets | $139,951,816,000 | 12 |
| Managed Assets ($) | $111,097,509,000 | 5 |
| Non-managed Assets ($) | $28,854,307,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $686,279,000 | 9 |
| 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 | $70,174,000 | 11 |
| Number of Managed Accounts | $67,190,000 | 3 |
| Number of Non-Managed Accounts | $2,984,000 | 47 |
| Total fiduciary and related assets | $129,299,562,000 | 12 |
| Managed Assets ($) | $103,669,432,000 | 6 |
| Non-managed Assets ($) | $25,630,130,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $519,739,000 | 9 |
| 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 | $70,089,000 | 12 |
| Number of Managed Accounts | $67,057,000 | 3 |
| Number of Non-Managed Accounts | $3,032,000 | 47 |
| Total fiduciary and related assets | $131,761,421,000 | 12 |
| Managed Assets ($) | $105,998,209,000 | 6 |
| Non-managed Assets ($) | $25,763,212,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $358,715,000 | 8 |
| 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 | $69,599,000 | 11 |
| Number of Managed Accounts | $66,737,000 | 3 |
| Number of Non-Managed Accounts | $2,862,000 | 47 |
| Total fiduciary and related assets | $131,644,632,000 | 12 |
| Managed Assets ($) | $106,828,273,000 | 7 |
| Non-managed Assets ($) | $24,816,359,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,274,000 | 9 |
| 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 | $68,777,000 | 11 |
| Number of Managed Accounts | $66,751,000 | 3 |
| Number of Non-Managed Accounts | $2,026,000 | 60 |
| Total fiduciary and related assets | $132,397,232,000 | 12 |
| Managed Assets ($) | $110,231,855,000 | 5 |
| Non-managed Assets ($) | $22,165,377,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $647,303,000 | 8 |
| 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 | $68,422,000 | 11 |
| Number of Managed Accounts | $66,355,000 | 3 |
| Number of Non-Managed Accounts | $2,067,000 | 62 |
| Total fiduciary and related assets | $124,078,065,000 | 13 |
| Managed Assets ($) | $103,378,398,000 | 5 |
| Non-managed Assets ($) | $20,699,667,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $488,358,000 | 7 |
| 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 | $68,456,000 | 12 |
| Number of Managed Accounts | $66,351,000 | 4 |
| Number of Non-Managed Accounts | $2,105,000 | 64 |
| Total fiduciary and related assets | $124,520,000,000 | 14 |
| Managed Assets ($) | $103,765,000,000 | 6 |
| Non-managed Assets ($) | $20,755,000,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $335,000,000 | 6 |
| 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 | $68,826,000 | 11 |
| Number of Managed Accounts | $66,696,000 | 4 |
| Number of Non-Managed Accounts | $2,130,000 | 64 |
| Total fiduciary and related assets | $115,240,000,000 | 13 |
| Managed Assets ($) | $96,548,000,000 | 6 |
| Non-managed Assets ($) | $18,692,000,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $158,000,000 | 7 |
| 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 | $69,447,000 | 10 |
| Number of Managed Accounts | $67,218,000 | 4 |
| Number of Non-Managed Accounts | $2,229,000 | 62 |
| Total fiduciary and related assets | $119,691,000,000 | 13 |
| Managed Assets ($) | $100,095,000,000 | 6 |
| Non-managed Assets ($) | $19,596,000,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $704,000,000 | 6 |
| 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 | $73,689,000 | 9 |
| Number of Managed Accounts | $71,309,000 | 3 |
| Number of Non-Managed Accounts | $2,380,000 | 56 |
| Total fiduciary and related assets | $143,623,000,000 | 12 |
| Managed Assets ($) | $128,043,000,000 | 5 |
| Non-managed Assets ($) | $15,580,000,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $796,000,000 | 6 |
| 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 | $1,090,000,000 | 4 |
| 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 | $1,018,000,000 | 4 |
| 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 | $271,000,000 | 16 |
| 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 | $241,000,000 | 15 |
| 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 | $113,000,000 | 24 |
| 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 | $141,000,000 | 16 |
| 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 | $165,000,000 | 12 |
| 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 | $201,000,000 | 11 |
| 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 | $146,000,000 | 12 |