Home > Comerica Bank > Fiduciary and Related Services
Comerica Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,237,000 | 49 |
| Number of Managed Accounts | $5,289,000 | 46 |
| Number of Non-Managed Accounts | $1,948,000 | 45 |
| Total fiduciary and related assets | $64,793,000,000 | 30 |
| Managed Assets ($) | $18,493,000,000 | 31 |
| Non-managed Assets ($) | $46,300,000,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $118,000,000 | 40 |
| 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 | $6,974,000 | 52 |
| Number of Managed Accounts | $5,034,000 | 50 |
| Number of Non-Managed Accounts | $1,940,000 | 44 |
| Total fiduciary and related assets | $61,205,000,000 | 29 |
| Managed Assets ($) | $17,333,000,000 | 33 |
| Non-managed Assets ($) | $43,872,000,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,000,000 | 39 |
| 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 | $7,168,000 | 51 |
| Number of Managed Accounts | $5,167,000 | 49 |
| Number of Non-Managed Accounts | $2,001,000 | 43 |
| Total fiduciary and related assets | $62,331,000,000 | 30 |
| Managed Assets ($) | $18,147,000,000 | 32 |
| Non-managed Assets ($) | $44,184,000,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,000,000 | 38 |
| 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 | $8,532,000 | 45 |
| Number of Managed Accounts | $5,391,000 | 46 |
| Number of Non-Managed Accounts | $3,141,000 | 38 |
| Total fiduciary and related assets | $62,519,000,000 | 30 |
| Managed Assets ($) | $18,651,000,000 | 33 |
| Non-managed Assets ($) | $43,868,000,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,000,000 | 39 |
| 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 | $8,579,000 | 45 |
| Number of Managed Accounts | $5,413,000 | 47 |
| Number of Non-Managed Accounts | $3,166,000 | 39 |
| Total fiduciary and related assets | $60,894,000,000 | 29 |
| Managed Assets ($) | $19,451,000,000 | 33 |
| Non-managed Assets ($) | $41,443,000,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $119,000,000 | 42 |
| 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 | $8,611,000 | 45 |
| Number of Managed Accounts | $6,177,000 | 41 |
| Number of Non-Managed Accounts | $2,434,000 | 39 |
| Total fiduciary and related assets | $59,434,000,000 | 29 |
| Managed Assets ($) | $22,610,000,000 | 29 |
| Non-managed Assets ($) | $36,824,000,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $90,000,000 | 42 |
| 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 | $8,701,000 | 40 |
| Number of Managed Accounts | $6,216,000 | 37 |
| Number of Non-Managed Accounts | $2,485,000 | 34 |
| Total fiduciary and related assets | $61,225,000,000 | 22 |
| Managed Assets ($) | $23,310,000,000 | 24 |
| Non-managed Assets ($) | $37,915,000,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,000,000 | 33 |
| 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 | $8,696,000 | 40 |
| Number of Managed Accounts | $6,264,000 | 37 |
| Number of Non-Managed Accounts | $2,432,000 | 34 |
| Total fiduciary and related assets | $67,708,000,000 | 23 |
| Managed Assets ($) | $26,695,000,000 | 23 |
| Non-managed Assets ($) | $41,013,000,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,000,000 | 33 |
| 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 | $8,828,000 | 39 |
| Number of Managed Accounts | $6,379,000 | 34 |
| Number of Non-Managed Accounts | $2,449,000 | 35 |
| Total fiduciary and related assets | $70,855,000,000 | 23 |
| Managed Assets ($) | $27,839,000,000 | 23 |
| Non-managed Assets ($) | $43,016,000,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,000,000 | 30 |
| 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 | $8,842,000 | 39 |
| Number of Managed Accounts | $6,372,000 | 34 |
| Number of Non-Managed Accounts | $2,470,000 | 34 |
| Total fiduciary and related assets | $70,268,000,000 | 22 |
| Managed Assets ($) | $27,388,000,000 | 23 |
| Non-managed Assets ($) | $42,880,000,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,000,000 | 29 |
| 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 | $8,998,000 | 39 |
| Number of Managed Accounts | $6,524,000 | 34 |
| Number of Non-Managed Accounts | $2,474,000 | 35 |
| Total fiduciary and related assets | $69,533,000,000 | 23 |
| Managed Assets ($) | $27,596,000,000 | 24 |
| Non-managed Assets ($) | $41,937,000,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,000,000 | 29 |
| 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 | $9,005,000 | 39 |
| Number of Managed Accounts | $6,558,000 | 34 |
| Number of Non-Managed Accounts | $2,447,000 | 35 |
| Total fiduciary and related assets | $68,493,000,000 | 23 |
| Managed Assets ($) | $26,146,000,000 | 24 |
| Non-managed Assets ($) | $42,347,000,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,000,000 | 29 |
| 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 | $8,962,000 | 40 |
| Number of Managed Accounts | $6,520,000 | 35 |
| Number of Non-Managed Accounts | $2,442,000 | 36 |
| Total fiduciary and related assets | $69,908,000,000 | 23 |
| Managed Assets ($) | $24,941,000,000 | 24 |
| Non-managed Assets ($) | $44,967,000,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $117,000,000 | 29 |
| 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 | $9,124,000 | 40 |
| Number of Managed Accounts | $6,571,000 | 34 |
| Number of Non-Managed Accounts | $2,553,000 | 34 |
| Total fiduciary and related assets | $65,108,000,000 | 23 |
| Managed Assets ($) | $23,182,000,000 | 24 |
| Non-managed Assets ($) | $41,926,000,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,000,000 | 29 |
| 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 | $9,169,000 | 39 |
| Number of Managed Accounts | $6,584,000 | 34 |
| Number of Non-Managed Accounts | $2,585,000 | 34 |
| Total fiduciary and related assets | $63,342,000,000 | 23 |
| Managed Assets ($) | $21,912,000,000 | 23 |
| Non-managed Assets ($) | $41,430,000,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,000,000 | 29 |
| 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 | $9,215,000 | 39 |
| Number of Managed Accounts | $6,643,000 | 34 |
| Number of Non-Managed Accounts | $2,572,000 | 34 |
| Total fiduciary and related assets | $63,705,000,000 | 22 |
| Managed Assets ($) | $19,546,000,000 | 24 |
| Non-managed Assets ($) | $44,159,000,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,000,000 | 29 |
| 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 | $9,240,000 | 39 |
| Number of Managed Accounts | $6,711,000 | 35 |
| Number of Non-Managed Accounts | $2,529,000 | 36 |
| Total fiduciary and related assets | $69,297,000,000 | 22 |
| Managed Assets ($) | $22,993,000,000 | 24 |
| Non-managed Assets ($) | $46,304,000,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,000,000 | 30 |
| 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 | $9,270,000 | 39 |
| Number of Managed Accounts | $6,783,000 | 36 |
| Number of Non-Managed Accounts | $2,487,000 | 35 |
| Total fiduciary and related assets | $68,028,000,000 | 23 |
| Managed Assets ($) | $22,320,000,000 | 25 |
| Non-managed Assets ($) | $45,708,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $90,000,000 | 31 |
| 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 | $9,435,000 | 40 |
| Number of Managed Accounts | $6,918,000 | 35 |
| Number of Non-Managed Accounts | $2,517,000 | 37 |
| Total fiduciary and related assets | $66,338,000,000 | 21 |
| Managed Assets ($) | $21,925,000,000 | 25 |
| Non-managed Assets ($) | $44,413,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,000,000 | 32 |
| 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 | $9,547,000 | 40 |
| Number of Managed Accounts | $7,009,000 | 34 |
| Number of Non-Managed Accounts | $2,538,000 | 37 |
| Total fiduciary and related assets | $64,764,000,000 | 22 |
| Managed Assets ($) | $21,612,000,000 | 25 |
| Non-managed Assets ($) | $43,152,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,000,000 | 32 |
| 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 | $9,772,000 | 39 |
| Number of Managed Accounts | $7,135,000 | 32 |
| Number of Non-Managed Accounts | $2,637,000 | 37 |
| Total fiduciary and related assets | $62,187,353,000 | 21 |
| Managed Assets ($) | $20,286,440,000 | 25 |
| Non-managed Assets ($) | $41,900,913,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $126,119,000 | 31 |
| 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 | $10,142,000 | 38 |
| Number of Managed Accounts | $7,291,000 | 32 |
| Number of Non-Managed Accounts | $2,851,000 | 34 |
| Total fiduciary and related assets | $66,465,891,000 | 21 |
| Managed Assets ($) | $22,715,184,000 | 23 |
| Non-managed Assets ($) | $43,750,707,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,591,000 | 31 |
| 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 | $10,203,000 | 37 |
| Number of Managed Accounts | $7,355,000 | 33 |
| Number of Non-Managed Accounts | $2,848,000 | 34 |
| Total fiduciary and related assets | $64,128,282,000 | 21 |
| Managed Assets ($) | $20,117,479,000 | 24 |
| Non-managed Assets ($) | $44,010,803,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,464,000 | 31 |
| 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 | $10,280,000 | 37 |
| Number of Managed Accounts | $7,444,000 | 33 |
| Number of Non-Managed Accounts | $2,836,000 | 35 |
| Total fiduciary and related assets | $62,836,897,000 | 21 |
| Managed Assets ($) | $20,342,662,000 | 24 |
| Non-managed Assets ($) | $42,494,235,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,605,000 | 31 |
| 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 | $10,517,000 | 37 |
| Number of Managed Accounts | $7,635,000 | 31 |
| Number of Non-Managed Accounts | $2,882,000 | 37 |
| Total fiduciary and related assets | $64,011,571,000 | 21 |
| Managed Assets ($) | $20,768,214,000 | 24 |
| Non-managed Assets ($) | $43,243,357,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $124,577,000 | 31 |
| 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 | $10,447,000 | 38 |
| Number of Managed Accounts | $7,575,000 | 31 |
| Number of Non-Managed Accounts | $2,872,000 | 33 |
| Total fiduciary and related assets | $62,734,637,000 | 21 |
| Managed Assets ($) | $20,571,971,000 | 24 |
| Non-managed Assets ($) | $42,162,666,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,417,000 | 30 |
| 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 | $10,545,000 | 37 |
| Number of Managed Accounts | $7,615,000 | 31 |
| Number of Non-Managed Accounts | $2,930,000 | 33 |
| Total fiduciary and related assets | $61,537,749,000 | 21 |
| Managed Assets ($) | $20,350,860,000 | 24 |
| Non-managed Assets ($) | $41,186,889,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,713,000 | 30 |
| 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 | $10,530,000 | 37 |
| Number of Managed Accounts | $7,658,000 | 30 |
| Number of Non-Managed Accounts | $2,872,000 | 35 |
| Total fiduciary and related assets | $60,220,206,000 | 21 |
| Managed Assets ($) | $20,332,634,000 | 24 |
| Non-managed Assets ($) | $39,887,572,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,707,000 | 29 |
| 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 | $10,657,000 | 37 |
| Number of Managed Accounts | $7,741,000 | 31 |
| Number of Non-Managed Accounts | $2,916,000 | 37 |
| Total fiduciary and related assets | $58,787,646,000 | 21 |
| Managed Assets ($) | $19,973,816,000 | 24 |
| Non-managed Assets ($) | $38,813,830,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $122,507,000 | 27 |
| 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 | $10,787,000 | 36 |
| Number of Managed Accounts | $7,883,000 | 30 |
| Number of Non-Managed Accounts | $2,904,000 | 35 |
| Total fiduciary and related assets | $59,454,375,000 | 20 |
| Managed Assets ($) | $19,889,608,000 | 24 |
| Non-managed Assets ($) | $39,564,767,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,246,000 | 27 |
| 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 | $10,774,000 | 36 |
| Number of Managed Accounts | $7,918,000 | 30 |
| Number of Non-Managed Accounts | $2,856,000 | 36 |
| Total fiduciary and related assets | $56,944,557,000 | 19 |
| Managed Assets ($) | $18,764,797,000 | 24 |
| Non-managed Assets ($) | $38,179,760,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,629,000 | 27 |
| 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 | $10,951,000 | 36 |
| Number of Managed Accounts | $7,936,000 | 30 |
| Number of Non-Managed Accounts | $3,015,000 | 33 |
| Total fiduciary and related assets | $57,119,843,000 | 19 |
| Managed Assets ($) | $19,369,564,000 | 24 |
| Non-managed Assets ($) | $37,750,279,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,448,000 | 27 |
| 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 | $11,229,000 | 35 |
| Number of Managed Accounts | $8,156,000 | 29 |
| Number of Non-Managed Accounts | $3,073,000 | 34 |
| Total fiduciary and related assets | $58,101,704,000 | 19 |
| Managed Assets ($) | $19,247,633,000 | 23 |
| Non-managed Assets ($) | $38,854,071,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,733,000 | 26 |
| 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 | $11,397,000 | 34 |
| Number of Managed Accounts | $8,320,000 | 29 |
| Number of Non-Managed Accounts | $3,077,000 | 31 |
| Total fiduciary and related assets | $57,809,384,000 | 19 |
| Managed Assets ($) | $18,841,626,000 | 23 |
| Non-managed Assets ($) | $38,967,758,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,807,000 | 25 |
| 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 | $11,549,000 | 34 |
| Number of Managed Accounts | $8,437,000 | 30 |
| Number of Non-Managed Accounts | $3,112,000 | 30 |
| Total fiduciary and related assets | $59,704,638,000 | 19 |
| Managed Assets ($) | $20,191,612,000 | 23 |
| Non-managed Assets ($) | $39,513,026,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,362,000 | 26 |
| 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 | $11,662,000 | 33 |
| Number of Managed Accounts | $8,510,000 | 29 |
| Number of Non-Managed Accounts | $3,152,000 | 32 |
| Total fiduciary and related assets | $60,397,479,000 | 20 |
| Managed Assets ($) | $20,717,203,000 | 23 |
| Non-managed Assets ($) | $39,680,276,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,245,000 | 26 |
| 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 | $11,750,000 | 34 |
| Number of Managed Accounts | $8,578,000 | 29 |
| Number of Non-Managed Accounts | $3,172,000 | 36 |
| Total fiduciary and related assets | $59,415,773,000 | 20 |
| Managed Assets ($) | $20,528,811,000 | 23 |
| Non-managed Assets ($) | $38,886,962,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $126,666,000 | 27 |
| 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 | $12,418,000 | 31 |
| Number of Managed Accounts | $9,006,000 | 28 |
| Number of Non-Managed Accounts | $3,412,000 | 32 |
| Total fiduciary and related assets | $59,844,683,000 | 20 |
| Managed Assets ($) | $20,249,393,000 | 23 |
| Non-managed Assets ($) | $39,595,290,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,730,000 | 26 |
| 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 | $12,636,000 | 31 |
| Number of Managed Accounts | $9,211,000 | 27 |
| Number of Non-Managed Accounts | $3,425,000 | 33 |
| Total fiduciary and related assets | $59,904,514,000 | 19 |
| Managed Assets ($) | $20,858,770,000 | 22 |
| Non-managed Assets ($) | $39,045,744,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,375,000 | 26 |
| 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 | $12,729,000 | 32 |
| Number of Managed Accounts | $9,324,000 | 27 |
| Number of Non-Managed Accounts | $3,405,000 | 36 |
| Total fiduciary and related assets | $62,626,503,000 | 20 |
| Managed Assets ($) | $22,760,847,000 | 23 |
| Non-managed Assets ($) | $39,865,656,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,205,000 | 27 |
| 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 | $13,189,000 | 30 |
| Number of Managed Accounts | $9,460,000 | 26 |
| Number of Non-Managed Accounts | $3,729,000 | 34 |
| Total fiduciary and related assets | $61,806,018,000 | 20 |
| Managed Assets ($) | $22,698,055,000 | 22 |
| Non-managed Assets ($) | $39,107,963,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $123,688,000 | 28 |
| 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 | $13,319,000 | 31 |
| Number of Managed Accounts | $9,051,000 | 26 |
| Number of Non-Managed Accounts | $4,268,000 | 29 |
| Total fiduciary and related assets | $58,704,011,000 | 21 |
| Managed Assets ($) | $20,815,553,000 | 23 |
| Non-managed Assets ($) | $37,888,458,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,698,000 | 27 |
| 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 | $13,379,000 | 31 |
| Number of Managed Accounts | $9,068,000 | 24 |
| Number of Non-Managed Accounts | $4,311,000 | 30 |
| Total fiduciary and related assets | $57,691,077,000 | 20 |
| Managed Assets ($) | $20,078,281,000 | 23 |
| Non-managed Assets ($) | $37,612,796,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,466,000 | 27 |
| 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 | $13,475,000 | 31 |
| Number of Managed Accounts | $9,131,000 | 24 |
| Number of Non-Managed Accounts | $4,344,000 | 29 |
| Total fiduciary and related assets | $57,900,972,000 | 21 |
| Managed Assets ($) | $19,933,546,000 | 23 |
| Non-managed Assets ($) | $37,967,426,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,058,000 | 27 |
| 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 | $13,739,000 | 30 |
| Number of Managed Accounts | $9,244,000 | 23 |
| Number of Non-Managed Accounts | $4,495,000 | 29 |
| Total fiduciary and related assets | $54,864,752,000 | 22 |
| Managed Assets ($) | $19,299,206,000 | 23 |
| Non-managed Assets ($) | $35,565,546,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $118,637,000 | 28 |
| 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 | $11,772,000 | 32 |
| Number of Managed Accounts | $9,323,000 | 23 |
| Number of Non-Managed Accounts | $2,449,000 | 43 |
| Total fiduciary and related assets | $34,720,679,000 | 24 |
| Managed Assets ($) | $18,737,534,000 | 23 |
| Non-managed Assets ($) | $15,983,145,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $90,963,000 | 28 |
| 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 | $11,857,000 | 31 |
| Number of Managed Accounts | $9,380,000 | 21 |
| Number of Non-Managed Accounts | $2,477,000 | 45 |
| Total fiduciary and related assets | $33,688,284,000 | 24 |
| Managed Assets ($) | $18,240,117,000 | 23 |
| Non-managed Assets ($) | $15,448,167,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,759,000 | 27 |
| 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 | $11,973,000 | 32 |
| Number of Managed Accounts | $9,458,000 | 23 |
| Number of Non-Managed Accounts | $2,515,000 | 43 |
| Total fiduciary and related assets | $34,457,019,000 | 24 |
| Managed Assets ($) | $18,765,792,000 | 23 |
| Non-managed Assets ($) | $15,691,227,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,040,000 | 27 |
| 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 | $12,067,000 | 31 |
| Number of Managed Accounts | $9,474,000 | 22 |
| Number of Non-Managed Accounts | $2,593,000 | 42 |
| Total fiduciary and related assets | $33,721,727,000 | 21 |
| Managed Assets ($) | $18,014,825,000 | 21 |
| Non-managed Assets ($) | $15,706,902,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $119,957,000 | 23 |
| 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 | $12,068,000 | 31 |
| Number of Managed Accounts | $9,489,000 | 24 |
| Number of Non-Managed Accounts | $2,579,000 | 42 |
| Total fiduciary and related assets | $32,355,322,000 | 26 |
| Managed Assets ($) | $17,282,717,000 | 22 |
| Non-managed Assets ($) | $15,072,605,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,600,000 | 23 |
| 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 | $12,120,000 | 32 |
| Number of Managed Accounts | $9,591,000 | 23 |
| Number of Non-Managed Accounts | $2,529,000 | 44 |
| Total fiduciary and related assets | $30,200,435,000 | 28 |
| Managed Assets ($) | $18,932,210,000 | 21 |
| Non-managed Assets ($) | $11,268,225,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,760,000 | 21 |
| 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 | $12,777,000 | 31 |
| Number of Managed Accounts | $9,669,000 | 21 |
| Number of Non-Managed Accounts | $3,108,000 | 38 |
| Total fiduciary and related assets | $30,681,492,000 | 28 |
| Managed Assets ($) | $19,350,108,000 | 21 |
| Non-managed Assets ($) | $11,331,384,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,443,000 | 22 |
| 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 | $12,862,000 | 32 |
| Number of Managed Accounts | $9,692,000 | 22 |
| Number of Non-Managed Accounts | $3,170,000 | 40 |
| Total fiduciary and related assets | $29,667,152,000 | 29 |
| Managed Assets ($) | $18,591,416,000 | 22 |
| Non-managed Assets ($) | $11,075,736,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $126,066,000 | 22 |
| 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 | $12,923,000 | 31 |
| Number of Managed Accounts | $9,754,000 | 21 |
| Number of Non-Managed Accounts | $3,169,000 | 38 |
| Total fiduciary and related assets | $28,513,375,000 | 29 |
| Managed Assets ($) | $18,090,509,000 | 22 |
| Non-managed Assets ($) | $10,422,866,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,725,000 | 22 |
| 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 | $13,064,000 | 32 |
| Number of Managed Accounts | $9,829,000 | 21 |
| Number of Non-Managed Accounts | $3,235,000 | 39 |
| Total fiduciary and related assets | $27,071,912,000 | 30 |
| Managed Assets ($) | $17,404,125,000 | 22 |
| Non-managed Assets ($) | $9,667,787,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,886,000 | 22 |
| 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 | $13,145,000 | 33 |
| Number of Managed Accounts | $9,884,000 | 21 |
| Number of Non-Managed Accounts | $3,261,000 | 39 |
| Total fiduciary and related assets | $29,721,157,000 | 29 |
| Managed Assets ($) | $19,578,053,000 | 22 |
| Non-managed Assets ($) | $10,143,104,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,345,000 | 22 |
| 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 | $13,239,000 | 36 |
| Number of Managed Accounts | $9,913,000 | 22 |
| Number of Non-Managed Accounts | $3,326,000 | 42 |
| Total fiduciary and related assets | $29,393,566,000 | 30 |
| Managed Assets ($) | $19,209,380,000 | 23 |
| Non-managed Assets ($) | $10,184,186,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $138,201,000 | 23 |
| 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 | $12,553,000 | 37 |
| Number of Managed Accounts | $9,387,000 | 22 |
| Number of Non-Managed Accounts | $3,166,000 | 42 |
| Total fiduciary and related assets | $30,582,887,000 | 32 |
| Managed Assets ($) | $19,292,023,000 | 25 |
| Non-managed Assets ($) | $11,290,864,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $105,857,000 | 24 |
| 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 | $12,903,000 | 37 |
| Number of Managed Accounts | $9,515,000 | 23 |
| Number of Non-Managed Accounts | $3,388,000 | 40 |
| Total fiduciary and related assets | $30,996,303,000 | 30 |
| Managed Assets ($) | $18,511,762,000 | 23 |
| Non-managed Assets ($) | $12,484,541,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,488,000 | 23 |
| 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 | $13,130,000 | 36 |
| Number of Managed Accounts | $9,597,000 | 23 |
| Number of Non-Managed Accounts | $3,533,000 | 36 |
| Total fiduciary and related assets | $29,961,883,000 | 31 |
| Managed Assets ($) | $17,182,953,000 | 23 |
| Non-managed Assets ($) | $12,778,930,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,608,000 | 23 |
| 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 | $13,276,000 | 39 |
| Number of Managed Accounts | $9,691,000 | 24 |
| Number of Non-Managed Accounts | $3,585,000 | 41 |
| Total fiduciary and related assets | $31,523,398,000 | 31 |
| Managed Assets ($) | $18,358,296,000 | 23 |
| Non-managed Assets ($) | $13,165,102,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $176,237,000 | 22 |
| 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 | $13,473,000 | 37 |
| Number of Managed Accounts | $9,769,000 | 23 |
| Number of Non-Managed Accounts | $3,704,000 | 37 |
| Total fiduciary and related assets | $35,655,947,000 | 30 |
| Managed Assets ($) | $20,809,221,000 | 22 |
| Non-managed Assets ($) | $14,846,726,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $135,123,000 | 24 |
| 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 | $13,581,000 | 38 |
| Number of Managed Accounts | $9,850,000 | 24 |
| Number of Non-Managed Accounts | $3,731,000 | 39 |
| Total fiduciary and related assets | $37,156,980,000 | 31 |
| Managed Assets ($) | $21,583,382,000 | 24 |
| Non-managed Assets ($) | $15,573,598,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,189,000 | 25 |
| 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 | $13,586,000 | 37 |
| Number of Managed Accounts | $9,874,000 | 24 |
| Number of Non-Managed Accounts | $3,712,000 | 37 |
| Total fiduciary and related assets | $37,677,672,000 | 31 |
| Managed Assets ($) | $22,145,704,000 | 22 |
| Non-managed Assets ($) | $15,531,968,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,497,000 | 24 |
| 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 | $13,500,000 | 40 |
| Number of Managed Accounts | $9,918,000 | 26 |
| Number of Non-Managed Accounts | $3,582,000 | 40 |
| Total fiduciary and related assets | $40,141,628,000 | 31 |
| Managed Assets ($) | $24,299,191,000 | 23 |
| Non-managed Assets ($) | $15,842,437,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $179,595,000 | 25 |
| 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 | $13,614,000 | 39 |
| Number of Managed Accounts | $9,964,000 | 25 |
| Number of Non-Managed Accounts | $3,650,000 | 36 |
| Total fiduciary and related assets | $41,133,093,000 | 32 |
| Managed Assets ($) | $24,619,469,000 | 24 |
| Non-managed Assets ($) | $16,513,624,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $132,886,000 | 24 |
| 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 | $13,844,000 | 37 |
| Number of Managed Accounts | $10,315,000 | 23 |
| Number of Non-Managed Accounts | $3,529,000 | 37 |
| Total fiduciary and related assets | $40,751,797,000 | 33 |
| Managed Assets ($) | $24,627,780,000 | 23 |
| Non-managed Assets ($) | $16,124,017,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $88,782,000 | 27 |
| 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 | $14,199,000 | 35 |
| Number of Managed Accounts | $10,406,000 | 22 |
| Number of Non-Managed Accounts | $3,793,000 | 36 |
| Total fiduciary and related assets | $39,225,834,000 | 32 |
| Managed Assets ($) | $23,225,594,000 | 25 |
| Non-managed Assets ($) | $16,000,240,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,462,000 | 27 |
| 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 | $13,953,000 | 37 |
| Number of Managed Accounts | $10,300,000 | 24 |
| Number of Non-Managed Accounts | $3,653,000 | 42 |
| Total fiduciary and related assets | $39,513,029,000 | 31 |
| Managed Assets ($) | $23,275,461,000 | 25 |
| Non-managed Assets ($) | $16,237,568,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $166,387,000 | 25 |
| 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 | $13,995,000 | 36 |
| Number of Managed Accounts | $10,353,000 | 24 |
| Number of Non-Managed Accounts | $3,642,000 | 41 |
| Total fiduciary and related assets | $38,268,787,000 | 31 |
| Managed Assets ($) | $22,663,089,000 | 25 |
| Non-managed Assets ($) | $15,605,698,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $127,813,000 | 23 |
| 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 | $14,148,000 | 36 |
| Number of Managed Accounts | $10,491,000 | 23 |
| Number of Non-Managed Accounts | $3,657,000 | 40 |
| Total fiduciary and related assets | $37,936,735,000 | 30 |
| Managed Assets ($) | $22,265,397,000 | 24 |
| Non-managed Assets ($) | $15,671,338,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,406,000 | 22 |
| 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 | $14,256,000 | 36 |
| Number of Managed Accounts | $10,446,000 | 23 |
| Number of Non-Managed Accounts | $3,810,000 | 39 |
| Total fiduciary and related assets | $38,002,417,000 | 30 |
| Managed Assets ($) | $22,068,945,000 | 24 |
| Non-managed Assets ($) | $15,933,472,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,928,000 | 22 |
| 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 | $14,784,000 | 39 |
| Number of Managed Accounts | $10,814,000 | 28 |
| Number of Non-Managed Accounts | $3,970,000 | 41 |
| Total fiduciary and related assets | $36,587,355,000 | 31 |
| Managed Assets ($) | $21,008,650,000 | 25 |
| Non-managed Assets ($) | $15,578,705,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $167,661,000 | 23 |
| 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 | $15,014,000 | 36 |
| Number of Managed Accounts | $10,984,000 | 25 |
| Number of Non-Managed Accounts | $4,030,000 | 39 |
| Total fiduciary and related assets | $36,371,587,000 | 31 |
| Managed Assets ($) | $21,008,346,000 | 25 |
| Non-managed Assets ($) | $15,363,241,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $126,108,000 | 23 |
| 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 | $15,394,000 | 34 |
| Number of Managed Accounts | $11,049,000 | 24 |
| Number of Non-Managed Accounts | $4,345,000 | 37 |
| Total fiduciary and related assets | $38,603,543,000 | 29 |
| Managed Assets ($) | $21,234,341,000 | 23 |
| Non-managed Assets ($) | $17,369,202,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $84,426,000 | 23 |
| 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 | $15,537,000 | 35 |
| Number of Managed Accounts | $11,060,000 | 25 |
| Number of Non-Managed Accounts | $4,477,000 | 37 |
| Total fiduciary and related assets | $38,467,964,000 | 31 |
| Managed Assets ($) | $21,047,600,000 | 25 |
| Non-managed Assets ($) | $17,420,364,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,169,000 | 24 |
| 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 | $15,355,000 | 37 |
| Number of Managed Accounts | $11,110,000 | 26 |
| Number of Non-Managed Accounts | $4,245,000 | 43 |
| Total fiduciary and related assets | $38,493,965,000 | 33 |
| Managed Assets ($) | $21,328,817,000 | 24 |
| Non-managed Assets ($) | $17,165,148,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,138,000 | 24 |
| 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 | $15,333,000 | 35 |
| Number of Managed Accounts | $11,108,000 | 25 |
| Number of Non-Managed Accounts | $4,225,000 | 38 |
| Total fiduciary and related assets | $39,419,033,000 | 32 |
| Managed Assets ($) | $20,932,422,000 | 24 |
| Non-managed Assets ($) | $18,486,611,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $122,326,000 | 23 |
| 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 | $15,396,000 | 33 |
| Number of Managed Accounts | $11,197,000 | 24 |
| Number of Non-Managed Accounts | $4,199,000 | 38 |
| Total fiduciary and related assets | $36,976,320,000 | 32 |
| Managed Assets ($) | $20,731,349,000 | 24 |
| Non-managed Assets ($) | $16,244,971,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $81,559,000 | 23 |
| 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 | $15,302,000 | 34 |
| Number of Managed Accounts | $11,175,000 | 25 |
| Number of Non-Managed Accounts | $4,127,000 | 41 |
| Total fiduciary and related assets | $36,560,733,000 | 32 |
| Managed Assets ($) | $21,019,466,000 | 24 |
| Non-managed Assets ($) | $15,541,267,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,034,000 | 23 |
| 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 | $15,653,000 | 36 |
| Number of Managed Accounts | $11,379,000 | 27 |
| Number of Non-Managed Accounts | $4,274,000 | 42 |
| Total fiduciary and related assets | $36,735,312,000 | 33 |
| Managed Assets ($) | $20,414,254,000 | 24 |
| Non-managed Assets ($) | $16,321,058,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,749,000 | 24 |
| 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 | $15,762,000 | 32 |
| Number of Managed Accounts | $11,510,000 | 23 |
| Number of Non-Managed Accounts | $4,252,000 | 41 |
| Total fiduciary and related assets | $34,785,977,000 | 33 |
| Managed Assets ($) | $19,495,477,000 | 24 |
| Non-managed Assets ($) | $15,290,500,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,756,000 | 24 |
| 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 | $15,891,000 | 34 |
| Number of Managed Accounts | $11,654,000 | 21 |
| Number of Non-Managed Accounts | $4,237,000 | 43 |
| Total fiduciary and related assets | $32,494,709,000 | 35 |
| Managed Assets ($) | $18,876,188,000 | 24 |
| Non-managed Assets ($) | $13,618,521,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,777,000 | 23 |
| 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 | $13,661,000 | 38 |
| Number of Managed Accounts | $10,341,000 | 24 |
| Number of Non-Managed Accounts | $3,320,000 | 51 |
| Total fiduciary and related assets | $27,026,144,000 | 37 |
| Managed Assets ($) | $15,866,776,000 | 26 |
| Non-managed Assets ($) | $11,159,368,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,121,000 | 23 |
| 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 | $13,967,000 | 37 |
| Number of Managed Accounts | $10,532,000 | 25 |
| Number of Non-Managed Accounts | $3,435,000 | 49 |
| Total fiduciary and related assets | $25,686,398,000 | 39 |
| Managed Assets ($) | $11,470,829,000 | 33 |
| Non-managed Assets ($) | $14,215,569,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,065,000 | 23 |
| 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 | $15,732,000 | 31 |
| Number of Managed Accounts | $11,326,000 | 23 |
| Number of Non-Managed Accounts | $4,406,000 | 40 |
| Total fiduciary and related assets | $43,409,742,000 | 28 |
| Managed Assets ($) | $12,077,815,000 | 35 |
| Non-managed Assets ($) | $31,331,927,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $167,706,000 | 23 |
| 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 | $293,757,000 | 20 |
| 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 | $229,344,000 | 23 |
| 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 | $170,710,000 | 24 |
| 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 | $129,083,000 | 28 |
| 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 | $114,508,000 | 23 |
| 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 | $107,131,000 | 23 |
| 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 | $108,269,000 | 21 |
| 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 | $108,642,000 | 18 |
| 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 | $98,186,000 | 18 |