Home > BNY Mellon Trust of Delaware > Fiduciary and Related Services
BNY Mellon Trust of Delaware, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,385,000 | 189 |
| Number of Managed Accounts | $733,000 | 241 |
| Number of Non-Managed Accounts | $652,000 | 72 |
| Total fiduciary and related assets | $57,229,142,000 | 37 |
| Managed Assets ($) | $6,157,058,000 | 71 |
| Non-managed Assets ($) | $51,072,084,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,934,000 | 190 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,379,000 | 193 |
| Number of Managed Accounts | $726,000 | 261 |
| Number of Non-Managed Accounts | $653,000 | 79 |
| Total fiduciary and related assets | $56,514,180,000 | 36 |
| Managed Assets ($) | $6,379,329,000 | 71 |
| Non-managed Assets ($) | $50,134,851,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,845,000 | 253 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,395,000 | 186 |
| Number of Managed Accounts | $729,000 | 242 |
| Number of Non-Managed Accounts | $666,000 | 76 |
| Total fiduciary and related assets | $58,119,439,000 | 35 |
| Managed Assets ($) | $6,343,414,000 | 71 |
| Non-managed Assets ($) | $51,776,025,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,030,000 | 255 |
| 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 | $1,383,000 | 191 |
| Number of Managed Accounts | $720,000 | 261 |
| Number of Non-Managed Accounts | $663,000 | 77 |
| Total fiduciary and related assets | $46,547,899,000 | 38 |
| Managed Assets ($) | $5,968,825,000 | 74 |
| Non-managed Assets ($) | $40,579,074,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,298,000 | 259 |
| 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 | $1,400,000 | 188 |
| Number of Managed Accounts | $720,000 | 241 |
| Number of Non-Managed Accounts | $680,000 | 74 |
| Total fiduciary and related assets | $46,566,441,000 | 39 |
| Managed Assets ($) | $5,872,707,000 | 74 |
| Non-managed Assets ($) | $40,693,734,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,661,000 | 240 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,383,000 | 189 |
| Number of Managed Accounts | $718,000 | 258 |
| Number of Non-Managed Accounts | $665,000 | 77 |
| Total fiduciary and related assets | $46,414,210,000 | 37 |
| Managed Assets ($) | $5,518,020,000 | 73 |
| Non-managed Assets ($) | $40,896,190,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,954,000 | 220 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,370,000 | 183 |
| Number of Managed Accounts | $713,000 | 234 |
| Number of Non-Managed Accounts | $657,000 | 74 |
| Total fiduciary and related assets | $43,589,719,000 | 37 |
| Managed Assets ($) | $5,110,352,000 | 74 |
| Non-managed Assets ($) | $38,479,367,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,331,000 | 218 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,360,000 | 186 |
| Number of Managed Accounts | $713,000 | 253 |
| Number of Non-Managed Accounts | $647,000 | 78 |
| Total fiduciary and related assets | $45,184,327,000 | 37 |
| Managed Assets ($) | $5,409,419,000 | 70 |
| Non-managed Assets ($) | $39,774,908,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,559,000 | 216 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,347,000 | 196 |
| Number of Managed Accounts | $709,000 | 241 |
| Number of Non-Managed Accounts | $638,000 | 78 |
| Total fiduciary and related assets | $45,392,990,000 | 39 |
| Managed Assets ($) | $5,165,623,000 | 76 |
| Non-managed Assets ($) | $40,227,367,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,798,000 | 220 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,321,000 | 201 |
| Number of Managed Accounts | $723,000 | 261 |
| Number of Non-Managed Accounts | $598,000 | 85 |
| Total fiduciary and related assets | $44,292,038,000 | 40 |
| Managed Assets ($) | $4,937,145,000 | 79 |
| Non-managed Assets ($) | $39,354,893,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,001,000 | 230 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,307,000 | 200 |
| Number of Managed Accounts | $721,000 | 245 |
| Number of Non-Managed Accounts | $586,000 | 78 |
| Total fiduciary and related assets | $42,954,937,000 | 40 |
| Managed Assets ($) | $4,624,971,000 | 79 |
| Non-managed Assets ($) | $38,329,966,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,019,000 | 237 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,300,000 | 182 |
| Number of Managed Accounts | $730,000 | 229 |
| Number of Non-Managed Accounts | $570,000 | 71 |
| Total fiduciary and related assets | $45,223,686,000 | 32 |
| Managed Assets ($) | $5,153,661,000 | 59 |
| Non-managed Assets ($) | $40,070,025,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,583,000 | 204 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,318,000 | 176 |
| Number of Managed Accounts | $749,000 | 217 |
| Number of Non-Managed Accounts | $569,000 | 69 |
| Total fiduciary and related assets | $47,332,825,000 | 32 |
| Managed Assets ($) | $6,010,029,000 | 56 |
| Non-managed Assets ($) | $41,322,796,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,854,000 | 198 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,297,000 | 182 |
| Number of Managed Accounts | $752,000 | 230 |
| Number of Non-Managed Accounts | $545,000 | 74 |
| Total fiduciary and related assets | $49,863,094,000 | 31 |
| Managed Assets ($) | $6,376,812,000 | 54 |
| Non-managed Assets ($) | $43,486,282,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,048,000 | 202 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,285,000 | 181 |
| Number of Managed Accounts | $771,000 | 215 |
| Number of Non-Managed Accounts | $514,000 | 75 |
| Total fiduciary and related assets | $48,975,509,000 | 31 |
| Managed Assets ($) | $5,854,030,000 | 54 |
| Non-managed Assets ($) | $43,121,479,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,225,000 | 202 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,281,000 | 184 |
| Number of Managed Accounts | $769,000 | 227 |
| Number of Non-Managed Accounts | $512,000 | 77 |
| Total fiduciary and related assets | $49,004,095,000 | 31 |
| Managed Assets ($) | $5,870,009,000 | 54 |
| Non-managed Assets ($) | $43,134,086,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,496,000 | 198 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,267,000 | 181 |
| Number of Managed Accounts | $778,000 | 216 |
| Number of Non-Managed Accounts | $489,000 | 81 |
| Total fiduciary and related assets | $48,151,058,000 | 31 |
| Managed Assets ($) | $5,673,100,000 | 54 |
| Non-managed Assets ($) | $42,477,958,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,708,000 | 200 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,230,000 | 192 |
| Number of Managed Accounts | $738,000 | 232 |
| Number of Non-Managed Accounts | $492,000 | 87 |
| Total fiduciary and related assets | $48,385,863,000 | 30 |
| Managed Assets ($) | $5,178,113,000 | 57 |
| Non-managed Assets ($) | $43,207,750,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,489,000 | 194 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,230,000 | 184 |
| Number of Managed Accounts | $736,000 | 218 |
| Number of Non-Managed Accounts | $494,000 | 81 |
| Total fiduciary and related assets | $45,101,042,000 | 30 |
| Managed Assets ($) | $4,590,736,000 | 59 |
| Non-managed Assets ($) | $40,510,306,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,889,000 | 186 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,231,000 | 187 |
| Number of Managed Accounts | $734,000 | 228 |
| Number of Non-Managed Accounts | $497,000 | 82 |
| Total fiduciary and related assets | $43,432,624,000 | 29 |
| Managed Assets ($) | $4,740,512,000 | 56 |
| Non-managed Assets ($) | $38,692,112,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,250,000 | 183 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,209,000 | 189 |
| Number of Managed Accounts | $721,000 | 218 |
| Number of Non-Managed Accounts | $488,000 | 80 |
| Total fiduciary and related assets | $41,510,957,000 | 29 |
| Managed Assets ($) | $4,845,076,000 | 54 |
| Non-managed Assets ($) | $36,665,881,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,693,000 | 181 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,208,000 | 194 |
| Number of Managed Accounts | $705,000 | 235 |
| Number of Non-Managed Accounts | $503,000 | 90 |
| Total fiduciary and related assets | $44,454,043,000 | 28 |
| Managed Assets ($) | $5,583,666,000 | 53 |
| Non-managed Assets ($) | $38,870,377,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,988,000 | 200 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,213,000 | 183 |
| Number of Managed Accounts | $698,000 | 226 |
| Number of Non-Managed Accounts | $515,000 | 83 |
| Total fiduciary and related assets | $43,208,258,000 | 30 |
| Managed Assets ($) | $5,247,127,000 | 54 |
| Non-managed Assets ($) | $37,961,131,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,336,000 | 203 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,191,000 | 187 |
| Number of Managed Accounts | $688,000 | 232 |
| Number of Non-Managed Accounts | $503,000 | 86 |
| Total fiduciary and related assets | $43,440,874,000 | 29 |
| Managed Assets ($) | $5,201,413,000 | 51 |
| Non-managed Assets ($) | $38,239,461,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,886,000 | 203 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,203,000 | 186 |
| Number of Managed Accounts | $690,000 | 234 |
| Number of Non-Managed Accounts | $513,000 | 85 |
| Total fiduciary and related assets | $41,636,337,000 | 28 |
| Managed Assets ($) | $5,023,851,000 | 51 |
| Non-managed Assets ($) | $36,612,486,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,408,000 | 202 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,195,000 | 193 |
| Number of Managed Accounts | $683,000 | 237 |
| Number of Non-Managed Accounts | $512,000 | 95 |
| Total fiduciary and related assets | $40,040,309,000 | 28 |
| Managed Assets ($) | $4,608,029,000 | 51 |
| Non-managed Assets ($) | $35,432,280,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,829,000 | 199 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,197,000 | 186 |
| Number of Managed Accounts | $691,000 | 229 |
| Number of Non-Managed Accounts | $506,000 | 87 |
| Total fiduciary and related assets | $32,523,894,000 | 34 |
| Managed Assets ($) | $4,419,628,000 | 55 |
| Non-managed Assets ($) | $28,104,266,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,245,000 | 199 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,228,000 | 187 |
| Number of Managed Accounts | $706,000 | 227 |
| Number of Non-Managed Accounts | $522,000 | 86 |
| Total fiduciary and related assets | $32,331,677,000 | 34 |
| Managed Assets ($) | $4,217,846,000 | 57 |
| Non-managed Assets ($) | $28,113,831,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,787,000 | 201 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,256,000 | 185 |
| Number of Managed Accounts | $701,000 | 231 |
| Number of Non-Managed Accounts | $555,000 | 86 |
| Total fiduciary and related assets | $32,435,220,000 | 34 |
| Managed Assets ($) | $3,959,739,000 | 59 |
| Non-managed Assets ($) | $28,475,481,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,411,000 | 203 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,247,000 | 189 |
| Number of Managed Accounts | $698,000 | 235 |
| Number of Non-Managed Accounts | $549,000 | 95 |
| Total fiduciary and related assets | $32,205,943,000 | 33 |
| Managed Assets ($) | $3,975,237,000 | 59 |
| Non-managed Assets ($) | $28,230,706,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,352,000 | 200 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,226,000 | 186 |
| Number of Managed Accounts | $684,000 | 235 |
| Number of Non-Managed Accounts | $542,000 | 83 |
| Total fiduciary and related assets | $31,618,664,000 | 34 |
| Managed Assets ($) | $3,860,955,000 | 60 |
| Non-managed Assets ($) | $27,757,709,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,859,000 | 203 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,253,000 | 178 |
| Number of Managed Accounts | $696,000 | 234 |
| Number of Non-Managed Accounts | $557,000 | 81 |
| Total fiduciary and related assets | $30,861,043,000 | 34 |
| Managed Assets ($) | $3,952,474,000 | 58 |
| Non-managed Assets ($) | $26,908,569,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,448,000 | 212 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,189,000 | 185 |
| Number of Managed Accounts | $687,000 | 231 |
| Number of Non-Managed Accounts | $502,000 | 85 |
| Total fiduciary and related assets | $30,571,218,000 | 33 |
| Managed Assets ($) | $3,993,271,000 | 58 |
| Non-managed Assets ($) | $26,577,947,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 214 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,177,000 | 186 |
| Number of Managed Accounts | $687,000 | 231 |
| Number of Non-Managed Accounts | $490,000 | 97 |
| Total fiduciary and related assets | $29,352,486,000 | 33 |
| Managed Assets ($) | $3,825,795,000 | 58 |
| Non-managed Assets ($) | $25,526,691,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,058,000 | 193 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,149,000 | 188 |
| Number of Managed Accounts | $670,000 | 231 |
| Number of Non-Managed Accounts | $479,000 | 91 |
| Total fiduciary and related assets | $30,594,825,000 | 32 |
| Managed Assets ($) | $3,757,023,000 | 57 |
| Non-managed Assets ($) | $26,837,802,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,768,000 | 196 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,150,000 | 192 |
| Number of Managed Accounts | $675,000 | 233 |
| Number of Non-Managed Accounts | $475,000 | 91 |
| Total fiduciary and related assets | $28,969,410,000 | 33 |
| Managed Assets ($) | $3,636,909,000 | 58 |
| Non-managed Assets ($) | $25,332,501,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,530,000 | 195 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,110,000 | 194 |
| Number of Managed Accounts | $679,000 | 228 |
| Number of Non-Managed Accounts | $431,000 | 101 |
| Total fiduciary and related assets | $27,194,804,000 | 33 |
| Managed Assets ($) | $3,554,871,000 | 59 |
| Non-managed Assets ($) | $23,639,933,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,259,000 | 195 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,082,000 | 204 |
| Number of Managed Accounts | $656,000 | 242 |
| Number of Non-Managed Accounts | $426,000 | 113 |
| Total fiduciary and related assets | $25,752,716,000 | 33 |
| Managed Assets ($) | $3,441,982,000 | 59 |
| Non-managed Assets ($) | $22,310,734,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,209,000 | 191 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,087,000 | 198 |
| Number of Managed Accounts | $670,000 | 230 |
| Number of Non-Managed Accounts | $417,000 | 104 |
| Total fiduciary and related assets | $25,189,622,000 | 33 |
| Managed Assets ($) | $3,475,174,000 | 59 |
| Non-managed Assets ($) | $21,714,448,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,918,000 | 192 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,068,000 | 200 |
| Number of Managed Accounts | $656,000 | 239 |
| Number of Non-Managed Accounts | $412,000 | 104 |
| Total fiduciary and related assets | $26,542,923,000 | 34 |
| Managed Assets ($) | $3,854,456,000 | 59 |
| Non-managed Assets ($) | $22,688,467,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,664,000 | 191 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,107,000 | 195 |
| Number of Managed Accounts | $670,000 | 232 |
| Number of Non-Managed Accounts | $437,000 | 104 |
| Total fiduciary and related assets | $26,180,762,000 | 34 |
| Managed Assets ($) | $3,925,972,000 | 57 |
| Non-managed Assets ($) | $22,254,790,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 191 |
| 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 | $1,087,000 | 201 |
| Number of Managed Accounts | $672,000 | 237 |
| Number of Non-Managed Accounts | $415,000 | 120 |
| Total fiduciary and related assets | $26,930,190,000 | 33 |
| Managed Assets ($) | $4,071,343,000 | 54 |
| Non-managed Assets ($) | $22,858,847,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,440,000 | 184 |
| 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 | $1,076,000 | 197 |
| Number of Managed Accounts | $662,000 | 233 |
| Number of Non-Managed Accounts | $414,000 | 103 |
| Total fiduciary and related assets | $26,833,626,000 | 34 |
| Managed Assets ($) | $4,837,307,000 | 49 |
| Non-managed Assets ($) | $21,996,319,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,005,000 | 186 |
| 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 | $1,174,000 | 180 |
| Number of Managed Accounts | $667,000 | 235 |
| Number of Non-Managed Accounts | $507,000 | 90 |
| Total fiduciary and related assets | $27,008,800,000 | 32 |
| Managed Assets ($) | $5,255,127,000 | 48 |
| Non-managed Assets ($) | $21,753,673,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,650,000 | 188 |
| 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 | $1,168,000 | 184 |
| Number of Managed Accounts | $653,000 | 235 |
| Number of Non-Managed Accounts | $515,000 | 94 |
| Total fiduciary and related assets | $24,598,112,000 | 33 |
| Managed Assets ($) | $5,271,312,000 | 49 |
| Non-managed Assets ($) | $19,326,800,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,287,000 | 191 |
| 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 | $1,167,000 | 187 |
| Number of Managed Accounts | $652,000 | 240 |
| Number of Non-Managed Accounts | $515,000 | 106 |
| Total fiduciary and related assets | $24,837,448,000 | 33 |
| Managed Assets ($) | $4,956,429,000 | 49 |
| Non-managed Assets ($) | $19,881,019,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,197,000 | 177 |
| 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 | $1,139,000 | 183 |
| Number of Managed Accounts | $651,000 | 228 |
| Number of Non-Managed Accounts | $488,000 | 97 |
| Total fiduciary and related assets | $24,200,510,000 | 34 |
| Managed Assets ($) | $5,072,140,000 | 49 |
| Non-managed Assets ($) | $19,128,370,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,888,000 | 174 |
| 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 | $1,161,000 | 177 |
| Number of Managed Accounts | $660,000 | 220 |
| Number of Non-Managed Accounts | $501,000 | 95 |
| Total fiduciary and related assets | $23,350,952,000 | 34 |
| Managed Assets ($) | $4,509,509,000 | 50 |
| Non-managed Assets ($) | $18,841,443,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,570,000 | 175 |
| 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 | $1,175,000 | 182 |
| Number of Managed Accounts | $659,000 | 223 |
| Number of Non-Managed Accounts | $516,000 | 95 |
| Total fiduciary and related assets | $23,545,495,000 | 34 |
| Managed Assets ($) | $4,745,850,000 | 49 |
| Non-managed Assets ($) | $18,799,645,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,612,000 | 153 |
| 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 | $1,183,000 | 186 |
| Number of Managed Accounts | $661,000 | 226 |
| Number of Non-Managed Accounts | $522,000 | 105 |
| Total fiduciary and related assets | $23,433,851,000 | 34 |
| Managed Assets ($) | $4,647,470,000 | 50 |
| Non-managed Assets ($) | $18,786,381,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,304,000 | 165 |
| 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 | $1,050,000 | 192 |
| Number of Managed Accounts | $631,000 | 222 |
| Number of Non-Managed Accounts | $419,000 | 101 |
| Total fiduciary and related assets | $17,975,605,000 | 36 |
| Managed Assets ($) | $1,601,270,000 | 94 |
| Non-managed Assets ($) | $16,374,335,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,916,000 | 162 |
| 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 | $1,047,000 | 192 |
| Number of Managed Accounts | $617,000 | 223 |
| Number of Non-Managed Accounts | $430,000 | 102 |
| Total fiduciary and related assets | $19,574,982,000 | 37 |
| Managed Assets ($) | $1,524,714,000 | 95 |
| Non-managed Assets ($) | $18,050,268,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,605,000 | 166 |
| 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 | $1,052,000 | 193 |
| Number of Managed Accounts | $613,000 | 220 |
| Number of Non-Managed Accounts | $439,000 | 99 |
| Total fiduciary and related assets | $17,276,261,000 | 37 |
| Managed Assets ($) | $1,548,139,000 | 95 |
| Non-managed Assets ($) | $15,728,122,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,428,000 | 156 |
| 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 | $1,041,000 | 205 |
| Number of Managed Accounts | $575,000 | 253 |
| Number of Non-Managed Accounts | $466,000 | 114 |
| Total fiduciary and related assets | $18,578,358,000 | 36 |
| Managed Assets ($) | $1,275,766,000 | 102 |
| Non-managed Assets ($) | $17,302,592,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,381,000 | 138 |
| 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 | $993,000 | 199 |
| Number of Managed Accounts | $590,000 | 231 |
| Number of Non-Managed Accounts | $403,000 | 105 |
| Total fiduciary and related assets | $13,972,690,000 | 40 |
| Managed Assets ($) | $1,247,259,000 | 104 |
| Non-managed Assets ($) | $12,725,431,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,035,000 | 137 |
| 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 | $988,000 | 202 |
| Number of Managed Accounts | $581,000 | 233 |
| Number of Non-Managed Accounts | $407,000 | 111 |
| Total fiduciary and related assets | $16,002,553,000 | 40 |
| Managed Assets ($) | $1,371,502,000 | 103 |
| Non-managed Assets ($) | $14,631,051,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,556,000 | 143 |
| 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 | $992,000 | 203 |
| Number of Managed Accounts | $582,000 | 234 |
| Number of Non-Managed Accounts | $410,000 | 111 |
| Total fiduciary and related assets | $15,341,774,000 | 41 |
| Managed Assets ($) | $1,313,177,000 | 102 |
| Non-managed Assets ($) | $14,028,597,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,243,000 | 147 |
| 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 | $969,000 | 222 |
| Number of Managed Accounts | $570,000 | 254 |
| Number of Non-Managed Accounts | $399,000 | 139 |
| Total fiduciary and related assets | $15,931,664,000 | 42 |
| Managed Assets ($) | $1,283,567,000 | 103 |
| Non-managed Assets ($) | $14,648,097,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,501,000 | 180 |
| 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 | $943,000 | 214 |
| Number of Managed Accounts | $551,000 | 234 |
| Number of Non-Managed Accounts | $392,000 | 117 |
| Total fiduciary and related assets | $16,923,210,000 | 39 |
| Managed Assets ($) | $1,011,021,000 | 115 |
| Non-managed Assets ($) | $15,912,189,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,868,000 | 165 |
| 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 | $911,000 | 217 |
| Number of Managed Accounts | $543,000 | 238 |
| Number of Non-Managed Accounts | $368,000 | 123 |
| Total fiduciary and related assets | $16,441,998,000 | 39 |
| Managed Assets ($) | $948,137,000 | 114 |
| Non-managed Assets ($) | $15,493,861,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,739,000 | 178 |
| 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 | $889,000 | 223 |
| Number of Managed Accounts | $546,000 | 234 |
| Number of Non-Managed Accounts | $343,000 | 125 |
| Total fiduciary and related assets | $16,906,423,000 | 38 |
| Managed Assets ($) | $996,392,000 | 114 |
| Non-managed Assets ($) | $15,910,031,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $927,000 | 173 |
| 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 | $893,000 | 243 |
| Number of Managed Accounts | $540,000 | 261 |
| Number of Non-Managed Accounts | $353,000 | 158 |
| Total fiduciary and related assets | $16,829,732,000 | 39 |
| Managed Assets ($) | $964,093,000 | 117 |
| Non-managed Assets ($) | $15,865,639,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,198,000 | 157 |
| 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 | $887,000 | 227 |
| Number of Managed Accounts | $534,000 | 241 |
| Number of Non-Managed Accounts | $353,000 | 124 |
| Total fiduciary and related assets | $16,780,426,000 | 43 |
| Managed Assets ($) | $892,310,000 | 120 |
| Non-managed Assets ($) | $15,888,116,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,764,000 | 143 |
| 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 | $887,000 | 231 |
| Number of Managed Accounts | $544,000 | 240 |
| Number of Non-Managed Accounts | $343,000 | 128 |
| Total fiduciary and related assets | $15,781,300,000 | 41 |
| Managed Assets ($) | $844,673,000 | 119 |
| Non-managed Assets ($) | $14,936,627,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,192,000 | 154 |
| 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 | $871,000 | 232 |
| Number of Managed Accounts | $525,000 | 244 |
| Number of Non-Managed Accounts | $346,000 | 126 |
| Total fiduciary and related assets | $14,582,847,000 | 40 |
| Managed Assets ($) | $779,143,000 | 126 |
| Non-managed Assets ($) | $13,803,704,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,060,000 | 154 |
| 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 | $868,000 | 259 |
| Number of Managed Accounts | $502,000 | 283 |
| Number of Non-Managed Accounts | $366,000 | 158 |
| Total fiduciary and related assets | $15,123,631,000 | 41 |
| Managed Assets ($) | $787,566,000 | 128 |
| Non-managed Assets ($) | $14,336,065,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,934,000 | 72 |
| 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 | $845,000 | 239 |
| Number of Managed Accounts | $479,000 | 263 |
| Number of Non-Managed Accounts | $366,000 | 129 |
| Total fiduciary and related assets | $18,573,568,000 | 41 |
| Managed Assets ($) | $852,809,000 | 133 |
| Non-managed Assets ($) | $17,720,759,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,075,000 | 74 |
| 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 | $844,000 | 243 |
| Number of Managed Accounts | $476,000 | 265 |
| Number of Non-Managed Accounts | $368,000 | 131 |
| Total fiduciary and related assets | $19,810,443,000 | 43 |
| Managed Assets ($) | $950,870,000 | 129 |
| Non-managed Assets ($) | $18,859,573,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,995,000 | 76 |
| 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 | $839,000 | 247 |
| Number of Managed Accounts | $467,000 | 269 |
| Number of Non-Managed Accounts | $372,000 | 130 |
| Total fiduciary and related assets | $20,372,156,000 | 40 |
| Managed Assets ($) | $966,798,000 | 134 |
| Non-managed Assets ($) | $19,405,358,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,446,000 | 68 |
| 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 | $203,000 | 667 |
| Number of Managed Accounts | $46,000 | 923 |
| Number of Non-Managed Accounts | $157,000 | 273 |
| Total fiduciary and related assets | $2,857,289,000 | 100 |
| Managed Assets ($) | $275,540,000 | 283 |
| Non-managed Assets ($) | $2,581,749,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,191,000 | 88 |
| 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 | $185,000 | 380 |
| Number of Managed Accounts | $40,000 | 392 |
| Number of Non-Managed Accounts | $145,000 | 190 |
| Total fiduciary and related assets | $2,291,999,000 | 114 |
| Managed Assets ($) | $227,098,000 | 318 |
| Non-managed Assets ($) | $2,064,901,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,679,000 | 88 |
| 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 | $200,000 | 383 |
| Number of Managed Accounts | $41,000 | 394 |
| Number of Non-Managed Accounts | $159,000 | 189 |
| Total fiduciary and related assets | $2,875,825,000 | 102 |
| Managed Assets ($) | $220,674,000 | 326 |
| Non-managed Assets ($) | $2,655,151,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,530,000 | 90 |
| 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 | $194,000 | 388 |
| Number of Managed Accounts | $40,000 | 398 |
| Number of Non-Managed Accounts | $154,000 | 195 |
| Total fiduciary and related assets | $2,852,700,000 | 100 |
| Managed Assets ($) | $216,709,000 | 330 |
| Non-managed Assets ($) | $2,635,991,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,293,000 | 89 |
| 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 | $190,000 | 687 |
| Number of Managed Accounts | $39,000 | 974 |
| Number of Non-Managed Accounts | $151,000 | 281 |
| Total fiduciary and related assets | $2,826,511,000 | 100 |
| Managed Assets ($) | $216,557,000 | 338 |
| Non-managed Assets ($) | $2,609,954,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,157,000 | 96 |
| 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 | $191,000 | 375 |
| Number of Managed Accounts | $39,000 | 381 |
| Number of Non-Managed Accounts | $152,000 | 203 |
| Total fiduciary and related assets | $2,726,233,000 | 104 |
| Managed Assets ($) | $206,031,000 | 318 |
| Non-managed Assets ($) | $2,520,202,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,881,000 | 103 |
| 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 | $181,000 | 382 |
| Number of Managed Accounts | $38,000 | 389 |
| Number of Non-Managed Accounts | $143,000 | 215 |
| Total fiduciary and related assets | $2,809,524,000 | 107 |
| Managed Assets ($) | $198,565,000 | 323 |
| Non-managed Assets ($) | $2,610,959,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,200,000 | 107 |
| 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 | $172,000 | 391 |
| Number of Managed Accounts | $36,000 | 403 |
| Number of Non-Managed Accounts | $136,000 | 219 |
| Total fiduciary and related assets | $2,816,588,000 | 107 |
| Managed Assets ($) | $185,831,000 | 330 |
| Non-managed Assets ($) | $2,630,757,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,969,000 | 103 |
| 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 | $173,000 | 727 |
| Number of Managed Accounts | $37,000 | 1,014 |
| Number of Non-Managed Accounts | $136,000 | 316 |
| Total fiduciary and related assets | $2,768,638,000 | 106 |
| Managed Assets ($) | $174,322,000 | 368 |
| Non-managed Assets ($) | $2,594,316,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,178,000 | 104 |
| 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 | $147,000 | 385 |
| Number of Managed Accounts | $29,000 | 393 |
| Number of Non-Managed Accounts | $118,000 | 228 |
| Total fiduciary and related assets | $2,649,622,000 | 110 |
| Managed Assets ($) | $129,133,000 | 339 |
| Non-managed Assets ($) | $2,520,489,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,185,000 | 108 |
| 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 | $137,000 | 408 |
| Number of Managed Accounts | $29,000 | 405 |
| Number of Non-Managed Accounts | $108,000 | 239 |
| Total fiduciary and related assets | $2,479,989,000 | 110 |
| Managed Assets ($) | $119,460,000 | 353 |
| Non-managed Assets ($) | $2,360,529,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,461,000 | 123 |
| 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 | $131,000 | 411 |
| Number of Managed Accounts | $28,000 | 407 |
| Number of Non-Managed Accounts | $103,000 | 247 |
| Total fiduciary and related assets | $2,250,646,000 | 117 |
| Managed Assets ($) | $102,792,000 | 364 |
| Non-managed Assets ($) | $2,147,854,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,026,000 | 116 |
| 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 | $93,000 | 946 |
| Number of Managed Accounts | $27,000 | 1,113 |
| Number of Non-Managed Accounts | $66,000 | 515 |
| Total fiduciary and related assets | $549,840,000 | 243 |
| Managed Assets ($) | $100,049,000 | 483 |
| Non-managed Assets ($) | $449,791,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,480,000 | 120 |
| 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 | $86,000 | 411 |
| Number of Managed Accounts | $22,000 | 399 |
| Number of Non-Managed Accounts | $64,000 | 286 |
| Total fiduciary and related assets | $522,386,000 | 241 |
| Managed Assets ($) | $93,874,000 | 354 |
| Non-managed Assets ($) | $428,512,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,392,000 | 123 |
| 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 | $86,000 | 418 |
| Number of Managed Accounts | $22,000 | 405 |
| Number of Non-Managed Accounts | $64,000 | 295 |
| Total fiduciary and related assets | $527,808,000 | 243 |
| Managed Assets ($) | $96,128,000 | 356 |
| Non-managed Assets ($) | $431,680,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,265,000 | 131 |
| 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 | $77,000 | 428 |
| Number of Managed Accounts | $20,000 | 411 |
| Number of Non-Managed Accounts | $57,000 | 307 |
| Total fiduciary and related assets | $535,803,000 | 244 |
| Managed Assets ($) | $132,771,000 | 350 |
| Non-managed Assets ($) | $403,032,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,802,000 | 127 |
| 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 | $77,000 | 1,027 |
| Number of Managed Accounts | $20,000 | 1,237 |
| Number of Non-Managed Accounts | $57,000 | 585 |
| Total fiduciary and related assets | $540,756,000 | 250 |
| Managed Assets ($) | $135,468,000 | 404 |
| Non-managed Assets ($) | $405,288,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,421,000 | 189 |
| 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 | $77,000 | 432 |
| Number of Managed Accounts | $20,000 | 413 |
| Number of Non-Managed Accounts | $57,000 | 317 |
| Total fiduciary and related assets | $329,326,000 | 316 |
| Managed Assets ($) | $130,555,000 | 346 |
| Non-managed Assets ($) | $198,771,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,353,000 | 168 |
| 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 | $77,000 | 436 |
| Number of Managed Accounts | $20,000 | 419 |
| Number of Non-Managed Accounts | $57,000 | 322 |
| Total fiduciary and related assets | $320,391,000 | 323 |
| Managed Assets ($) | $129,392,000 | 350 |
| Non-managed Assets ($) | $190,999,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,683,000 | 157 |
| 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 | $70,000 | 450 |
| Number of Managed Accounts | $20,000 | 434 |
| Number of Non-Managed Accounts | $50,000 | 340 |
| Total fiduciary and related assets | $279,358,000 | 343 |
| Managed Assets ($) | $122,217,000 | 361 |
| Non-managed Assets ($) | $157,141,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,191,000 | 171 |
| 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 | $69,000 | 1,093 |
| Number of Managed Accounts | $20,000 | 1,280 |
| Number of Non-Managed Accounts | $49,000 | 635 |
| Total fiduciary and related assets | $289,546,000 | 340 |
| Managed Assets ($) | $123,789,000 | 424 |
| Non-managed Assets ($) | $165,757,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,041,000 | 164 |
| 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 | $49,000 | 1,147 |
| Number of Managed Accounts | $32,000 | 1,115 |
| Number of Non-Managed Accounts | $17,000 | 872 |
| Total fiduciary and related assets | $288,177,000 | 332 |
| Managed Assets ($) | $119,442,000 | 419 |
| Non-managed Assets ($) | $168,735,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,142,000 | 187 |
| 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 | $3,616,000 | 204 |
| 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 | $806,000 | 513 |
| 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 | $132,000 | 957 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $1,000 | 1,605 |
| 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 | $69,000 | 1,313 |