Home > Deutsche Bank Trust Company Americas > Fiduciary and Related Services
Deutsche Bank Trust Company Americas, 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 | $20,752,000 | 29 |
| Number of Managed Accounts | $2,891,000 | 78 |
| Number of Non-Managed Accounts | $17,861,000 | 16 |
| Total fiduciary and related assets | $96,413,000,000 | 23 |
| Managed Assets ($) | $14,217,000,000 | 40 |
| Non-managed Assets ($) | $82,196,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,000,000 | 22 |
| 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 | $20,881,000 | 28 |
| Number of Managed Accounts | $2,928,000 | 78 |
| Number of Non-Managed Accounts | $17,953,000 | 14 |
| Total fiduciary and related assets | $91,372,000,000 | 23 |
| Managed Assets ($) | $13,542,000,000 | 41 |
| Non-managed Assets ($) | $77,830,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $199,000,000 | 23 |
| 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 | $21,022,000 | 27 |
| Number of Managed Accounts | $2,926,000 | 74 |
| Number of Non-Managed Accounts | $18,096,000 | 14 |
| Total fiduciary and related assets | $94,372,000,000 | 23 |
| Managed Assets ($) | $14,057,000,000 | 38 |
| Non-managed Assets ($) | $80,315,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $139,000,000 | 22 |
| 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 | $21,103,000 | 29 |
| Number of Managed Accounts | $3,031,000 | 77 |
| Number of Non-Managed Accounts | $18,072,000 | 17 |
| Total fiduciary and related assets | $103,416,000,000 | 23 |
| Managed Assets ($) | $14,042,000,000 | 38 |
| Non-managed Assets ($) | $89,374,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,000,000 | 29 |
| 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 | $19,968,000 | 31 |
| Number of Managed Accounts | $3,053,000 | 78 |
| Number of Non-Managed Accounts | $16,915,000 | 17 |
| Total fiduciary and related assets | $108,498,000,000 | 22 |
| Managed Assets ($) | $13,810,000,000 | 38 |
| Non-managed Assets ($) | $94,688,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $310,000,000 | 21 |
| 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 | $20,190,000 | 31 |
| Number of Managed Accounts | $3,075,000 | 77 |
| Number of Non-Managed Accounts | $17,115,000 | 17 |
| Total fiduciary and related assets | $104,050,000,000 | 22 |
| Managed Assets ($) | $13,423,000,000 | 38 |
| Non-managed Assets ($) | $90,627,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $238,000,000 | 21 |
| 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 | $67,604,000 | 12 |
| Number of Managed Accounts | $3,112,000 | 70 |
| Number of Non-Managed Accounts | $64,492,000 | 6 |
| Total fiduciary and related assets | $111,528,000,000 | 17 |
| Managed Assets ($) | $13,911,000,000 | 32 |
| Non-managed Assets ($) | $97,617,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $169,000,000 | 16 |
| 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 | $67,299,000 | 12 |
| Number of Managed Accounts | $3,233,000 | 68 |
| Number of Non-Managed Accounts | $64,066,000 | 6 |
| Total fiduciary and related assets | $119,245,000,000 | 17 |
| Managed Assets ($) | $15,616,000,000 | 32 |
| Non-managed Assets ($) | $103,629,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $69,000,000 | 21 |
| 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 | $67,174,000 | 12 |
| Number of Managed Accounts | $3,348,000 | 66 |
| Number of Non-Managed Accounts | $63,826,000 | 6 |
| Total fiduciary and related assets | $127,152,000,000 | 17 |
| Managed Assets ($) | $17,136,000,000 | 32 |
| Non-managed Assets ($) | $110,016,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $292,000,000 | 17 |
| 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 | $66,698,000 | 12 |
| Number of Managed Accounts | $3,389,000 | 66 |
| Number of Non-Managed Accounts | $63,309,000 | 7 |
| Total fiduciary and related assets | $137,328,000,000 | 16 |
| Managed Assets ($) | $17,278,000,000 | 31 |
| Non-managed Assets ($) | $120,050,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $216,000,000 | 18 |
| 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 | $66,059,000 | 12 |
| Number of Managed Accounts | $3,448,000 | 67 |
| Number of Non-Managed Accounts | $62,611,000 | 7 |
| Total fiduciary and related assets | $144,943,000,000 | 15 |
| Managed Assets ($) | $17,548,000,000 | 31 |
| Non-managed Assets ($) | $127,395,000,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $139,000,000 | 19 |
| 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 | $65,550,000 | 12 |
| Number of Managed Accounts | $3,453,000 | 64 |
| Number of Non-Managed Accounts | $62,097,000 | 7 |
| Total fiduciary and related assets | $129,385,000,000 | 16 |
| Managed Assets ($) | $17,393,000,000 | 30 |
| Non-managed Assets ($) | $111,992,000,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,000,000 | 22 |
| 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 | $65,329,000 | 12 |
| Number of Managed Accounts | $3,561,000 | 62 |
| Number of Non-Managed Accounts | $61,768,000 | 7 |
| Total fiduciary and related assets | $125,403,000,000 | 17 |
| Managed Assets ($) | $16,936,000,000 | 32 |
| Non-managed Assets ($) | $108,467,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $267,000,000 | 16 |
| 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 | $65,016,000 | 12 |
| Number of Managed Accounts | $3,594,000 | 61 |
| Number of Non-Managed Accounts | $61,422,000 | 7 |
| Total fiduciary and related assets | $117,153,000,000 | 16 |
| Managed Assets ($) | $15,444,000,000 | 31 |
| Non-managed Assets ($) | $101,709,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,000,000 | 16 |
| 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 | $64,857,000 | 12 |
| Number of Managed Accounts | $3,631,000 | 59 |
| Number of Non-Managed Accounts | $61,226,000 | 7 |
| Total fiduciary and related assets | $110,264,000,000 | 18 |
| Managed Assets ($) | $14,908,000,000 | 30 |
| Non-managed Assets ($) | $95,356,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,000,000 | 16 |
| 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 | $64,644,000 | 12 |
| Number of Managed Accounts | $3,668,000 | 58 |
| Number of Non-Managed Accounts | $60,976,000 | 7 |
| Total fiduciary and related assets | $113,173,000,000 | 15 |
| Managed Assets ($) | $13,507,000,000 | 30 |
| Non-managed Assets ($) | $99,666,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,000,000 | 24 |
| 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 | $64,339,000 | 12 |
| Number of Managed Accounts | $3,710,000 | 56 |
| Number of Non-Managed Accounts | $60,629,000 | 7 |
| Total fiduciary and related assets | $101,703,000,000 | 18 |
| Managed Assets ($) | $15,240,000,000 | 30 |
| Non-managed Assets ($) | $86,463,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $283,000,000 | 14 |
| 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 | $63,940,000 | 12 |
| Number of Managed Accounts | $3,695,000 | 58 |
| Number of Non-Managed Accounts | $60,245,000 | 7 |
| Total fiduciary and related assets | $103,949,000,000 | 18 |
| Managed Assets ($) | $15,291,000,000 | 32 |
| Non-managed Assets ($) | $88,658,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $209,000,000 | 15 |
| 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 | $63,748,000 | 12 |
| Number of Managed Accounts | $3,763,000 | 55 |
| Number of Non-Managed Accounts | $59,985,000 | 6 |
| Total fiduciary and related assets | $105,037,000,000 | 17 |
| Managed Assets ($) | $15,773,000,000 | 31 |
| Non-managed Assets ($) | $89,264,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $144,000,000 | 15 |
| 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 | $63,231,000 | 12 |
| Number of Managed Accounts | $3,765,000 | 55 |
| Number of Non-Managed Accounts | $59,466,000 | 6 |
| Total fiduciary and related assets | $108,100,000,000 | 16 |
| Managed Assets ($) | $15,594,000,000 | 31 |
| Non-managed Assets ($) | $92,506,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,000,000 | 17 |
| 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 | $62,852,000 | 11 |
| Number of Managed Accounts | $3,798,000 | 55 |
| Number of Non-Managed Accounts | $59,054,000 | 6 |
| Total fiduciary and related assets | $103,999,000,000 | 16 |
| Managed Assets ($) | $14,756,000,000 | 31 |
| Non-managed Assets ($) | $89,243,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $285,000,000 | 14 |
| 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 | $62,492,000 | 12 |
| Number of Managed Accounts | $3,812,000 | 56 |
| Number of Non-Managed Accounts | $58,680,000 | 7 |
| Total fiduciary and related assets | $105,861,000,000 | 16 |
| Managed Assets ($) | $16,194,000,000 | 31 |
| Non-managed Assets ($) | $89,667,000,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $210,000,000 | 14 |
| 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 | $62,151,000 | 11 |
| Number of Managed Accounts | $3,890,000 | 54 |
| Number of Non-Managed Accounts | $58,261,000 | 6 |
| Total fiduciary and related assets | $111,059,000,000 | 16 |
| Managed Assets ($) | $16,224,000,000 | 30 |
| Non-managed Assets ($) | $94,835,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $142,000,000 | 14 |
| 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 | $61,870,000 | 12 |
| Number of Managed Accounts | $3,964,000 | 53 |
| Number of Non-Managed Accounts | $57,906,000 | 7 |
| Total fiduciary and related assets | $123,668,000,000 | 14 |
| Managed Assets ($) | $17,908,000,000 | 28 |
| Non-managed Assets ($) | $105,760,000,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,000,000 | 16 |
| 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 | $61,527,000 | 12 |
| Number of Managed Accounts | $4,006,000 | 53 |
| Number of Non-Managed Accounts | $57,521,000 | 8 |
| Total fiduciary and related assets | $136,585,000,000 | 13 |
| Managed Assets ($) | $24,637,000,000 | 23 |
| Non-managed Assets ($) | $111,948,000,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $281,000,000 | 13 |
| 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 | $61,192,000 | 12 |
| Number of Managed Accounts | $4,088,000 | 52 |
| Number of Non-Managed Accounts | $57,104,000 | 8 |
| Total fiduciary and related assets | $149,107,000,000 | 12 |
| Managed Assets ($) | $26,446,000,000 | 21 |
| Non-managed Assets ($) | $122,661,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $208,000,000 | 14 |
| 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 | $60,808,000 | 12 |
| Number of Managed Accounts | $4,179,000 | 51 |
| Number of Non-Managed Accounts | $56,629,000 | 8 |
| Total fiduciary and related assets | $147,867,000,000 | 12 |
| Managed Assets ($) | $26,273,000,000 | 21 |
| Non-managed Assets ($) | $121,594,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $139,000,000 | 13 |
| 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 | $60,688,000 | 12 |
| Number of Managed Accounts | $4,278,000 | 50 |
| Number of Non-Managed Accounts | $56,410,000 | 8 |
| Total fiduciary and related assets | $151,283,000,000 | 12 |
| Managed Assets ($) | $26,683,000,000 | 21 |
| Non-managed Assets ($) | $124,600,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,000,000 | 18 |
| 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 | $60,292,000 | 12 |
| Number of Managed Accounts | $4,404,000 | 50 |
| Number of Non-Managed Accounts | $55,888,000 | 8 |
| Total fiduciary and related assets | $143,698,000,000 | 12 |
| Managed Assets ($) | $26,660,000,000 | 20 |
| Non-managed Assets ($) | $117,038,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $308,000,000 | 13 |
| 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 | $59,690,000 | 12 |
| Number of Managed Accounts | $4,432,000 | 50 |
| Number of Non-Managed Accounts | $55,258,000 | 8 |
| Total fiduciary and related assets | $149,131,000,000 | 12 |
| Managed Assets ($) | $28,742,000,000 | 18 |
| Non-managed Assets ($) | $120,389,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $238,000,000 | 13 |
| 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 | $58,941,000 | 13 |
| Number of Managed Accounts | $4,524,000 | 48 |
| Number of Non-Managed Accounts | $54,417,000 | 8 |
| Total fiduciary and related assets | $162,336,000,000 | 10 |
| Managed Assets ($) | $30,171,000,000 | 17 |
| Non-managed Assets ($) | $132,165,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $243,000,000 | 11 |
| 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 | $58,289,000 | 13 |
| Number of Managed Accounts | $4,528,000 | 49 |
| Number of Non-Managed Accounts | $53,761,000 | 8 |
| Total fiduciary and related assets | $172,835,000,000 | 10 |
| Managed Assets ($) | $29,817,000,000 | 17 |
| Non-managed Assets ($) | $143,018,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,000,000 | 12 |
| 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 | $57,692,000 | 12 |
| Number of Managed Accounts | $4,563,000 | 45 |
| Number of Non-Managed Accounts | $53,129,000 | 8 |
| Total fiduciary and related assets | $171,046,000,000 | 10 |
| Managed Assets ($) | $28,038,000,000 | 17 |
| Non-managed Assets ($) | $143,008,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $449,000,000 | 11 |
| 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 | $56,929,000 | 12 |
| Number of Managed Accounts | $4,515,000 | 44 |
| Number of Non-Managed Accounts | $52,414,000 | 8 |
| Total fiduciary and related assets | $166,588,000,000 | 10 |
| Managed Assets ($) | $27,246,000,000 | 18 |
| Non-managed Assets ($) | $139,342,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000,000 | 11 |
| 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 | $53,655,000 | 12 |
| Number of Managed Accounts | $1,981,000 | 94 |
| Number of Non-Managed Accounts | $51,674,000 | 7 |
| Total fiduciary and related assets | $161,602,000,000 | 10 |
| Managed Assets ($) | $21,821,000,000 | 22 |
| Non-managed Assets ($) | $139,781,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $233,000,000 | 11 |
| 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 | $52,892,000 | 12 |
| Number of Managed Accounts | $1,981,000 | 94 |
| Number of Non-Managed Accounts | $50,911,000 | 8 |
| Total fiduciary and related assets | $160,008,000,000 | 10 |
| Managed Assets ($) | $21,189,000,000 | 22 |
| Non-managed Assets ($) | $138,819,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $107,000,000 | 11 |
| 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 | $52,370,000 | 12 |
| Number of Managed Accounts | $2,000,000 | 91 |
| Number of Non-Managed Accounts | $50,370,000 | 8 |
| Total fiduciary and related assets | $167,865,000,000 | 10 |
| Managed Assets ($) | $22,654,000,000 | 21 |
| Non-managed Assets ($) | $145,211,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $424,500,000 | 11 |
| 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 | $49,330,000 | 14 |
| Number of Managed Accounts | $1,990,000 | 91 |
| Number of Non-Managed Accounts | $47,340,000 | 8 |
| Total fiduciary and related assets | $159,686,000,000 | 10 |
| Managed Assets ($) | $20,650,000,000 | 22 |
| Non-managed Assets ($) | $139,036,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $307,000,000 | 11 |
| 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 | $46,784,000 | 17 |
| Number of Managed Accounts | $1,988,000 | 91 |
| Number of Non-Managed Accounts | $44,796,000 | 10 |
| Total fiduciary and related assets | $162,564,900,000 | 10 |
| Managed Assets ($) | $20,542,900,000 | 23 |
| Non-managed Assets ($) | $142,022,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $208,000,000 | 11 |
| 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 | $48,239,000 | 18 |
| Number of Managed Accounts | $4,649,000 | 37 |
| Number of Non-Managed Accounts | $43,590,000 | 11 |
| Total fiduciary and related assets | $185,426,000,000 | 11 |
| Managed Assets ($) | $40,026,000,000 | 12 |
| Non-managed Assets ($) | $145,400,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,000,000 | 12 |
| 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 | $48,119,000 | 17 |
| Number of Managed Accounts | $4,686,000 | 37 |
| Number of Non-Managed Accounts | $43,433,000 | 11 |
| Total fiduciary and related assets | $188,324,000,000 | 11 |
| Managed Assets ($) | $47,261,000,000 | 12 |
| Non-managed Assets ($) | $141,063,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $370,000,000 | 11 |
| 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 | $50,912,000 | 16 |
| Number of Managed Accounts | $4,667,000 | 37 |
| Number of Non-Managed Accounts | $46,245,000 | 11 |
| Total fiduciary and related assets | $185,984,000,000 | 11 |
| Managed Assets ($) | $46,717,000,000 | 13 |
| Non-managed Assets ($) | $139,267,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $283,000,000 | 11 |
| 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 | $49,588,000 | 16 |
| Number of Managed Accounts | $4,662,000 | 36 |
| Number of Non-Managed Accounts | $44,926,000 | 11 |
| Total fiduciary and related assets | $187,244,000,000 | 11 |
| Managed Assets ($) | $49,544,000,000 | 13 |
| Non-managed Assets ($) | $137,700,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,000,000 | 11 |
| 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 | $48,919,000 | 17 |
| Number of Managed Accounts | $4,757,000 | 36 |
| Number of Non-Managed Accounts | $44,162,000 | 11 |
| Total fiduciary and related assets | $214,550,375,000 | 11 |
| Managed Assets ($) | $58,712,000,000 | 11 |
| Non-managed Assets ($) | $155,838,375,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,000,000 | 11 |
| 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 | $47,723,000 | 17 |
| Number of Managed Accounts | $4,800,000 | 34 |
| Number of Non-Managed Accounts | $42,923,000 | 11 |
| Total fiduciary and related assets | $199,726,000,000 | 11 |
| Managed Assets ($) | $58,473,000,000 | 11 |
| Non-managed Assets ($) | $141,253,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $373,000,000 | 11 |
| 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 | $46,455,000 | 17 |
| Number of Managed Accounts | $4,719,000 | 35 |
| Number of Non-Managed Accounts | $41,736,000 | 11 |
| Total fiduciary and related assets | $206,882,000,000 | 11 |
| Managed Assets ($) | $59,399,000,000 | 11 |
| Non-managed Assets ($) | $147,483,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $280,000,000 | 11 |
| 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 | $45,577,000 | 17 |
| Number of Managed Accounts | $4,834,000 | 33 |
| Number of Non-Managed Accounts | $40,743,000 | 11 |
| Total fiduciary and related assets | $205,599,000,000 | 11 |
| Managed Assets ($) | $57,886,000,000 | 11 |
| Non-managed Assets ($) | $147,713,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,000,000 | 11 |
| 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 | $44,516,000 | 17 |
| Number of Managed Accounts | $4,848,000 | 35 |
| Number of Non-Managed Accounts | $39,668,000 | 11 |
| Total fiduciary and related assets | $191,273,000,000 | 11 |
| Managed Assets ($) | $62,266,000,000 | 10 |
| Non-managed Assets ($) | $129,007,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $82,000,000 | 11 |
| 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 | $43,692,000 | 15 |
| Number of Managed Accounts | $4,864,000 | 34 |
| Number of Non-Managed Accounts | $38,828,000 | 10 |
| Total fiduciary and related assets | $188,617,000,000 | 11 |
| Managed Assets ($) | $61,042,000,000 | 9 |
| Non-managed Assets ($) | $127,575,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $391,000,000 | 11 |
| 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 | $42,876,000 | 14 |
| Number of Managed Accounts | $4,871,000 | 36 |
| Number of Non-Managed Accounts | $38,005,000 | 10 |
| Total fiduciary and related assets | $174,755,000,000 | 11 |
| Managed Assets ($) | $48,807,000,000 | 13 |
| Non-managed Assets ($) | $125,948,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $298,000,000 | 11 |
| 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 | $39,832,000 | 14 |
| Number of Managed Accounts | $1,906,000 | 84 |
| Number of Non-Managed Accounts | $37,926,000 | 10 |
| Total fiduciary and related assets | $143,660,000,000 | 11 |
| Managed Assets ($) | $44,274,000,000 | 13 |
| Non-managed Assets ($) | $99,386,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $189,000,000 | 11 |
| 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 | $38,985,000 | 14 |
| Number of Managed Accounts | $1,930,000 | 80 |
| Number of Non-Managed Accounts | $37,055,000 | 10 |
| Total fiduciary and related assets | $148,254,000,000 | 11 |
| Managed Assets ($) | $46,130,000,000 | 13 |
| Non-managed Assets ($) | $102,124,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $90,000,000 | 11 |
| 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 | $29,303,000 | 20 |
| Number of Managed Accounts | $1,957,000 | 79 |
| Number of Non-Managed Accounts | $27,346,000 | 11 |
| Total fiduciary and related assets | $150,309,000,000 | 11 |
| Managed Assets ($) | $44,428,000,000 | 14 |
| Non-managed Assets ($) | $105,881,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $360,000,000 | 11 |
| 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 | $28,445,000 | 19 |
| Number of Managed Accounts | $1,982,000 | 78 |
| Number of Non-Managed Accounts | $26,463,000 | 11 |
| Total fiduciary and related assets | $150,765,000,000 | 11 |
| Managed Assets ($) | $44,014,000,000 | 14 |
| Non-managed Assets ($) | $106,751,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $253,000,000 | 11 |
| 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 | $27,889,000 | 21 |
| Number of Managed Accounts | $2,004,000 | 76 |
| Number of Non-Managed Accounts | $25,885,000 | 11 |
| Total fiduciary and related assets | $149,558,000,000 | 11 |
| Managed Assets ($) | $45,099,000,000 | 11 |
| Non-managed Assets ($) | $104,459,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $169,000,000 | 11 |
| 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 | $27,282,000 | 22 |
| Number of Managed Accounts | $2,054,000 | 77 |
| Number of Non-Managed Accounts | $25,228,000 | 12 |
| Total fiduciary and related assets | $151,493,000,000 | 11 |
| Managed Assets ($) | $47,354,000,000 | 11 |
| Non-managed Assets ($) | $104,139,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,000,000 | 11 |
| 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 | $26,417,000 | 24 |
| Number of Managed Accounts | $2,006,000 | 82 |
| Number of Non-Managed Accounts | $24,411,000 | 13 |
| Total fiduciary and related assets | $148,041,000,000 | 12 |
| Managed Assets ($) | $44,036,000,000 | 13 |
| Non-managed Assets ($) | $104,005,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $415,000,000 | 11 |
| 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 | $25,825,000 | 28 |
| Number of Managed Accounts | $1,978,000 | 83 |
| Number of Non-Managed Accounts | $23,847,000 | 15 |
| Total fiduciary and related assets | $158,700,000,000 | 11 |
| Managed Assets ($) | $45,967,000,000 | 13 |
| Non-managed Assets ($) | $112,733,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $302,000,000 | 11 |
| 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 | $25,233,000 | 27 |
| Number of Managed Accounts | $1,865,000 | 87 |
| Number of Non-Managed Accounts | $23,368,000 | 15 |
| Total fiduciary and related assets | $143,172,000,000 | 11 |
| Managed Assets ($) | $45,325,000,000 | 12 |
| Non-managed Assets ($) | $97,847,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $200,000,000 | 10 |
| 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 | $24,879,000 | 27 |
| Number of Managed Accounts | $1,842,000 | 89 |
| Number of Non-Managed Accounts | $23,037,000 | 15 |
| Total fiduciary and related assets | $211,353,000,000 | 11 |
| Managed Assets ($) | $45,999,000,000 | 11 |
| Non-managed Assets ($) | $165,354,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $98,000,000 | 10 |
| 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 | $42,964,000 | 17 |
| Number of Managed Accounts | $1,826,000 | 92 |
| Number of Non-Managed Accounts | $41,138,000 | 11 |
| Total fiduciary and related assets | $195,217,000,000 | 11 |
| Managed Assets ($) | $45,578,000,000 | 11 |
| Non-managed Assets ($) | $149,639,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $471,000,000 | 9 |
| 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 | $25,353,000 | 25 |
| Number of Managed Accounts | $1,787,000 | 91 |
| Number of Non-Managed Accounts | $23,566,000 | 15 |
| Total fiduciary and related assets | $171,108,000,000 | 13 |
| Managed Assets ($) | $47,089,000,000 | 14 |
| Non-managed Assets ($) | $124,019,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000,000 | 10 |
| 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 | $24,660,000 | 27 |
| Number of Managed Accounts | $1,753,000 | 95 |
| Number of Non-Managed Accounts | $22,907,000 | 16 |
| Total fiduciary and related assets | $166,213,000,000 | 15 |
| Managed Assets ($) | $47,936,000,000 | 16 |
| Non-managed Assets ($) | $118,277,000,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,000,000 | 12 |
| 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 | $24,343,000 | 26 |
| Number of Managed Accounts | $2,004,000 | 87 |
| Number of Non-Managed Accounts | $22,339,000 | 15 |
| Total fiduciary and related assets | $171,761,000,000 | 15 |
| Managed Assets ($) | $49,249,000,000 | 15 |
| Non-managed Assets ($) | $122,512,000,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,000,000 | 12 |
| 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 | $24,421,000 | 27 |
| Number of Managed Accounts | $1,973,000 | 85 |
| Number of Non-Managed Accounts | $22,448,000 | 14 |
| Total fiduciary and related assets | $261,562,000,000 | 13 |
| Managed Assets ($) | $47,836,000,000 | 15 |
| Non-managed Assets ($) | $213,726,000,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $424,000,000 | 12 |
| 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 | $23,926,000 | 26 |
| Number of Managed Accounts | $2,008,000 | 80 |
| Number of Non-Managed Accounts | $21,918,000 | 14 |
| Total fiduciary and related assets | $234,564,000,000 | 14 |
| Managed Assets ($) | $42,511,000,000 | 17 |
| Non-managed Assets ($) | $192,053,000,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $286,000,000 | 13 |
| 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 | $22,372,000 | 26 |
| Number of Managed Accounts | $1,579,000 | 99 |
| Number of Non-Managed Accounts | $20,793,000 | 16 |
| Total fiduciary and related assets | $174,325,000,000 | 15 |
| Managed Assets ($) | $39,948,000,000 | 17 |
| Non-managed Assets ($) | $134,377,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,000,000 | 16 |
| 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 | $22,059,000 | 26 |
| Number of Managed Accounts | $1,494,000 | 101 |
| Number of Non-Managed Accounts | $20,565,000 | 16 |
| Total fiduciary and related assets | $155,054,000,000 | 15 |
| Managed Assets ($) | $42,207,000,000 | 20 |
| Non-managed Assets ($) | $112,847,000,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $77,000,000 | 17 |
| 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 | $21,057,000 | 26 |
| Number of Managed Accounts | $1,472,000 | 106 |
| Number of Non-Managed Accounts | $19,585,000 | 16 |
| Total fiduciary and related assets | $141,718,000,000 | 15 |
| Managed Assets ($) | $38,770,000,000 | 20 |
| Non-managed Assets ($) | $102,948,000,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $294,000,000 | 19 |
| 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 | $20,206,000 | 28 |
| Number of Managed Accounts | $1,506,000 | 106 |
| Number of Non-Managed Accounts | $18,700,000 | 15 |
| Total fiduciary and related assets | $138,186,000,000 | 15 |
| Managed Assets ($) | $38,300,000,000 | 19 |
| Non-managed Assets ($) | $99,886,000,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $215,000,000 | 20 |
| 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 | $19,923,000 | 27 |
| Number of Managed Accounts | $1,458,000 | 115 |
| Number of Non-Managed Accounts | $18,465,000 | 16 |
| Total fiduciary and related assets | $123,271,000,000 | 16 |
| Managed Assets ($) | $38,111,000,000 | 18 |
| Non-managed Assets ($) | $85,160,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $144,000,000 | 19 |
| 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 | $18,686,000 | 28 |
| Number of Managed Accounts | $1,443,000 | 114 |
| Number of Non-Managed Accounts | $17,243,000 | 16 |
| Total fiduciary and related assets | $114,280,000,000 | 17 |
| Managed Assets ($) | $38,626,000,000 | 18 |
| Non-managed Assets ($) | $75,654,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,000,000 | 19 |
| 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 | $19,798,000 | 29 |
| Number of Managed Accounts | $1,947,000 | 94 |
| Number of Non-Managed Accounts | $17,851,000 | 15 |
| Total fiduciary and related assets | $130,865,000,000 | 15 |
| Managed Assets ($) | $39,634,000,000 | 19 |
| Non-managed Assets ($) | $91,231,000,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $286,000,000 | 19 |
| 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 | $18,954,000 | 27 |
| Number of Managed Accounts | $2,393,000 | 74 |
| Number of Non-Managed Accounts | $16,561,000 | 15 |
| Total fiduciary and related assets | $134,575,400,000 | 14 |
| Managed Assets ($) | $50,321,000,000 | 17 |
| Non-managed Assets ($) | $84,254,400,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $203,000,000 | 19 |
| 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 | $12,913,000 | 38 |
| Number of Managed Accounts | $2,077,000 | 81 |
| Number of Non-Managed Accounts | $10,836,000 | 24 |
| Total fiduciary and related assets | $110,461,000,000 | 15 |
| Managed Assets ($) | $48,783,000,000 | 17 |
| Non-managed Assets ($) | $61,678,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $143,000,000 | 19 |
| 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 | $12,190,000 | 41 |
| Number of Managed Accounts | $1,639,000 | 104 |
| Number of Non-Managed Accounts | $10,551,000 | 25 |
| Total fiduciary and related assets | $107,177,600,000 | 15 |
| Managed Assets ($) | $43,712,000,000 | 19 |
| Non-managed Assets ($) | $63,465,600,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,000,000 | 20 |
| 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 | $11,450,000 | 45 |
| Number of Managed Accounts | $1,636,000 | 108 |
| Number of Non-Managed Accounts | $9,814,000 | 31 |
| Total fiduciary and related assets | $117,300,100,000 | 14 |
| Managed Assets ($) | $44,439,000,000 | 19 |
| Non-managed Assets ($) | $72,861,100,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $265,000,000 | 19 |
| 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 | $11,242,000 | 42 |
| Number of Managed Accounts | $1,624,000 | 107 |
| Number of Non-Managed Accounts | $9,618,000 | 26 |
| Total fiduciary and related assets | $115,574,200,000 | 13 |
| Managed Assets ($) | $43,960,000,000 | 19 |
| Non-managed Assets ($) | $71,614,200,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,000,000 | 19 |
| 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 | $11,637,000 | 42 |
| Number of Managed Accounts | $2,152,000 | 80 |
| Number of Non-Managed Accounts | $9,485,000 | 25 |
| Total fiduciary and related assets | $111,242,000,000 | 13 |
| Managed Assets ($) | $46,784,000,000 | 19 |
| Non-managed Assets ($) | $64,458,000,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $127,000,000 | 19 |
| 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 | $11,428,000 | 43 |
| Number of Managed Accounts | $2,149,000 | 81 |
| Number of Non-Managed Accounts | $9,279,000 | 26 |
| Total fiduciary and related assets | $103,654,000,000 | 14 |
| Managed Assets ($) | $48,846,000,000 | 18 |
| Non-managed Assets ($) | $54,808,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $69,000,000 | 20 |
| 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 | $11,396,000 | 46 |
| Number of Managed Accounts | $2,133,000 | 88 |
| Number of Non-Managed Accounts | $9,263,000 | 27 |
| Total fiduciary and related assets | $95,567,000,000 | 16 |
| Managed Assets ($) | $44,310,000,000 | 19 |
| Non-managed Assets ($) | $51,257,000,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $273,000,000 | 19 |
| 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 | $11,036,000 | 44 |
| Number of Managed Accounts | $2,128,000 | 87 |
| Number of Non-Managed Accounts | $8,908,000 | 24 |
| Total fiduciary and related assets | $140,506,000,000 | 11 |
| Managed Assets ($) | $47,691,000,000 | 17 |
| Non-managed Assets ($) | $92,815,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $205,000,000 | 19 |
| 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 | $11,097,000 | 44 |
| Number of Managed Accounts | $2,196,000 | 85 |
| Number of Non-Managed Accounts | $8,901,000 | 28 |
| Total fiduciary and related assets | $209,880,000,000 | 10 |
| Managed Assets ($) | $68,519,000,000 | 10 |
| Non-managed Assets ($) | $141,361,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $141,000,000 | 17 |
| 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 | $11,039,000 | 46 |
| Number of Managed Accounts | $2,066,000 | 95 |
| Number of Non-Managed Accounts | $8,973,000 | 26 |
| Total fiduciary and related assets | $220,832,000,000 | 10 |
| Managed Assets ($) | $60,994,000,000 | 10 |
| Non-managed Assets ($) | $159,838,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $105,000,000 | 12 |
| 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 | $2,585,000 | 119 |
| Number of Managed Accounts | $2,207,000 | 95 |
| Number of Non-Managed Accounts | $378,000 | 200 |
| Total fiduciary and related assets | $306,047,000,000 | 9 |
| Managed Assets ($) | $171,777,000,000 | 2 |
| Non-managed Assets ($) | $134,270,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $499,000,000 | 12 |
| 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 | $3,004,000 | 97 |
| Number of Managed Accounts | $2,514,000 | 78 |
| Number of Non-Managed Accounts | $490,000 | 148 |
| Total fiduciary and related assets | $410,469,000,000 | 8 |
| Managed Assets ($) | $212,930,000,000 | 2 |
| Non-managed Assets ($) | $197,539,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000,000 | 11 |
| 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 | $659,000,000 | 10 |
| 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 | $882,000,000 | 6 |
| 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 | $919,000,000 | 4 |
| 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 | $886,000,000 | 4 |
| 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 | $720,000,000 | 4 |
| 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 | $642,000,000 | 2 |
| 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 | $698,000,000 | 2 |
| 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 | $661,000,000 | 1 |
| 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 | $622,000,000 | 1 |