Home > Manufacturers and Traders Trust Company > Fiduciary and Related Services
Manufacturers and Traders Trust Company, Fiduciary and Related Services
| 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 | $35,070,000 | 23 |
| Number of Managed Accounts | $14,938,000 | 21 |
| Number of Non-Managed Accounts | $20,132,000 | 15 |
| Total fiduciary and related assets | $142,381,183,000 | 18 |
| Managed Assets ($) | $36,267,619,000 | 23 |
| Non-managed Assets ($) | $106,113,564,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,989,000 | 28 |
| 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 | $35,662,000 | 23 |
| Number of Managed Accounts | $15,016,000 | 21 |
| Number of Non-Managed Accounts | $20,646,000 | 15 |
| Total fiduciary and related assets | $144,028,850,000 | 17 |
| Managed Assets ($) | $35,963,603,000 | 22 |
| Non-managed Assets ($) | $108,065,247,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,983,000 | 28 |
| 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 | $36,039,000 | 22 |
| Number of Managed Accounts | $15,314,000 | 21 |
| Number of Non-Managed Accounts | $20,725,000 | 15 |
| Total fiduciary and related assets | $141,652,150,000 | 18 |
| Managed Assets ($) | $34,176,504,000 | 21 |
| Non-managed Assets ($) | $107,475,646,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,778,000 | 28 |
| 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 | $35,403,000 | 20 |
| Number of Managed Accounts | $13,964,000 | 21 |
| Number of Non-Managed Accounts | $21,439,000 | 13 |
| Total fiduciary and related assets | $136,653,926,000 | 15 |
| Managed Assets ($) | $33,265,268,000 | 19 |
| Non-managed Assets ($) | $103,388,658,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $111,506,000 | 23 |
| 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 | $33,186,000 | 20 |
| Number of Managed Accounts | $11,574,000 | 23 |
| Number of Non-Managed Accounts | $21,612,000 | 13 |
| Total fiduciary and related assets | $143,147,983,000 | 15 |
| Managed Assets ($) | $33,115,925,000 | 21 |
| Non-managed Assets ($) | $110,032,058,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,791,000 | 24 |
| 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 | $33,559,000 | 20 |
| Number of Managed Accounts | $11,694,000 | 23 |
| Number of Non-Managed Accounts | $21,865,000 | 13 |
| Total fiduciary and related assets | $145,061,781,000 | 15 |
| Managed Assets ($) | $34,716,799,000 | 21 |
| Non-managed Assets ($) | $110,344,982,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $206,692,000 | 24 |
| 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 | $33,501,000 | 20 |
| Number of Managed Accounts | $11,713,000 | 23 |
| Number of Non-Managed Accounts | $21,788,000 | 14 |
| Total fiduciary and related assets | $142,196,852,000 | 15 |
| Managed Assets ($) | $34,027,426,000 | 20 |
| Non-managed Assets ($) | $108,169,426,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $153,159,000 | 25 |
| 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 | $33,749,000 | 21 |
| Number of Managed Accounts | $11,796,000 | 22 |
| Number of Non-Managed Accounts | $21,953,000 | 15 |
| Total fiduciary and related assets | $142,737,088,000 | 16 |
| Managed Assets ($) | $34,356,556,000 | 21 |
| Non-managed Assets ($) | $108,380,532,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $103,425,000 | 25 |
| 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 | $33,956,000 | 21 |
| Number of Managed Accounts | $11,877,000 | 22 |
| Number of Non-Managed Accounts | $22,079,000 | 15 |
| Total fiduciary and related assets | $144,651,503,000 | 15 |
| Managed Assets ($) | $33,677,768,000 | 21 |
| Non-managed Assets ($) | $110,973,735,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,335,000 | 25 |
| 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 | $34,857,000 | 21 |
| Number of Managed Accounts | $11,995,000 | 23 |
| Number of Non-Managed Accounts | $22,862,000 | 15 |
| Total fiduciary and related assets | $140,680,861,000 | 15 |
| Managed Assets ($) | $32,202,626,000 | 21 |
| Non-managed Assets ($) | $108,478,235,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $202,098,000 | 25 |
| 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 | $34,828,000 | 21 |
| Number of Managed Accounts | $11,998,000 | 23 |
| Number of Non-Managed Accounts | $22,830,000 | 16 |
| Total fiduciary and related assets | $134,963,587,000 | 14 |
| Managed Assets ($) | $30,528,381,000 | 22 |
| Non-managed Assets ($) | $104,435,206,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $153,406,000 | 25 |
| 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 | $35,051,000 | 21 |
| Number of Managed Accounts | $12,157,000 | 23 |
| Number of Non-Managed Accounts | $22,894,000 | 16 |
| Total fiduciary and related assets | $134,796,126,000 | 14 |
| Managed Assets ($) | $28,866,642,000 | 21 |
| Non-managed Assets ($) | $105,929,484,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $104,939,000 | 25 |
| 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 | $35,340,000 | 21 |
| Number of Managed Accounts | $12,169,000 | 23 |
| Number of Non-Managed Accounts | $23,171,000 | 16 |
| Total fiduciary and related assets | $132,166,314,000 | 13 |
| Managed Assets ($) | $27,144,077,000 | 20 |
| Non-managed Assets ($) | $105,022,237,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,669,000 | 25 |
| 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 | $35,626,000 | 21 |
| Number of Managed Accounts | $12,253,000 | 23 |
| Number of Non-Managed Accounts | $23,373,000 | 16 |
| Total fiduciary and related assets | $140,312,264,000 | 14 |
| Managed Assets ($) | $30,773,564,000 | 21 |
| Non-managed Assets ($) | $109,538,700,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $214,990,000 | 22 |
| 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 | $35,574,000 | 20 |
| Number of Managed Accounts | $12,440,000 | 24 |
| Number of Non-Managed Accounts | $23,134,000 | 16 |
| Total fiduciary and related assets | $138,444,483,000 | 15 |
| Managed Assets ($) | $30,643,561,000 | 21 |
| Non-managed Assets ($) | $107,800,922,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $161,215,000 | 23 |
| 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 | $36,059,000 | 19 |
| Number of Managed Accounts | $12,605,000 | 24 |
| Number of Non-Managed Accounts | $23,454,000 | 16 |
| Total fiduciary and related assets | $132,603,867,000 | 14 |
| Managed Assets ($) | $30,040,511,000 | 19 |
| Non-managed Assets ($) | $102,563,356,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $108,467,000 | 23 |
| 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 | $36,329,000 | 20 |
| Number of Managed Accounts | $12,841,000 | 24 |
| Number of Non-Managed Accounts | $23,488,000 | 15 |
| Total fiduciary and related assets | $130,843,507,000 | 14 |
| Managed Assets ($) | $29,682,331,000 | 19 |
| Non-managed Assets ($) | $101,161,176,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,293,000 | 23 |
| 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 | $49,371,000 | 14 |
| Number of Managed Accounts | $25,533,000 | 12 |
| Number of Non-Managed Accounts | $23,838,000 | 15 |
| Total fiduciary and related assets | $127,931,194,000 | 13 |
| Managed Assets ($) | $29,736,292,000 | 19 |
| Non-managed Assets ($) | $98,194,902,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $239,924,000 | 19 |
| 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 | $49,403,000 | 16 |
| Number of Managed Accounts | $25,575,000 | 12 |
| Number of Non-Managed Accounts | $23,828,000 | 13 |
| Total fiduciary and related assets | $132,206,101,000 | 14 |
| Managed Assets ($) | $31,981,743,000 | 18 |
| Non-managed Assets ($) | $100,224,358,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $181,420,000 | 18 |
| 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 | $49,844,000 | 14 |
| Number of Managed Accounts | $25,521,000 | 12 |
| Number of Non-Managed Accounts | $24,323,000 | 12 |
| Total fiduciary and related assets | $130,103,066,000 | 13 |
| Managed Assets ($) | $30,861,154,000 | 18 |
| Non-managed Assets ($) | $99,241,912,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,301,000 | 18 |
| 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 | $49,207,000 | 15 |
| Number of Managed Accounts | $24,717,000 | 13 |
| Number of Non-Managed Accounts | $24,490,000 | 13 |
| Total fiduciary and related assets | $129,129,841,000 | 13 |
| Managed Assets ($) | $31,258,284,000 | 18 |
| Non-managed Assets ($) | $97,871,557,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,895,000 | 19 |
| 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 | $48,838,000 | 15 |
| Number of Managed Accounts | $24,022,000 | 14 |
| Number of Non-Managed Accounts | $24,816,000 | 13 |
| Total fiduciary and related assets | $128,328,301,000 | 14 |
| Managed Assets ($) | $31,520,946,000 | 18 |
| Non-managed Assets ($) | $96,807,355,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $228,128,000 | 21 |
| 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 | $48,713,000 | 15 |
| Number of Managed Accounts | $23,535,000 | 14 |
| Number of Non-Managed Accounts | $25,178,000 | 13 |
| Total fiduciary and related assets | $126,044,524,000 | 14 |
| Managed Assets ($) | $31,065,479,000 | 18 |
| Non-managed Assets ($) | $94,979,045,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,128,000 | 21 |
| 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 | $48,921,000 | 15 |
| Number of Managed Accounts | $23,644,000 | 14 |
| Number of Non-Managed Accounts | $25,277,000 | 14 |
| Total fiduciary and related assets | $124,399,368,000 | 14 |
| Managed Assets ($) | $29,538,219,000 | 18 |
| Non-managed Assets ($) | $94,861,149,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $113,662,000 | 20 |
| 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 | $49,063,000 | 15 |
| Number of Managed Accounts | $23,923,000 | 14 |
| Number of Non-Managed Accounts | $25,140,000 | 14 |
| Total fiduciary and related assets | $121,655,170,000 | 14 |
| Managed Assets ($) | $29,913,403,000 | 17 |
| Non-managed Assets ($) | $91,741,767,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,273,000 | 21 |
| 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 | $49,508,000 | 15 |
| Number of Managed Accounts | $24,340,000 | 14 |
| Number of Non-Managed Accounts | $25,168,000 | 14 |
| Total fiduciary and related assets | $119,033,586,000 | 14 |
| Managed Assets ($) | $28,902,647,000 | 17 |
| Non-managed Assets ($) | $90,130,939,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $205,223,000 | 21 |
| 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 | $49,979,000 | 15 |
| Number of Managed Accounts | $24,461,000 | 14 |
| Number of Non-Managed Accounts | $25,518,000 | 13 |
| Total fiduciary and related assets | $119,719,928,000 | 14 |
| Managed Assets ($) | $29,122,481,000 | 17 |
| Non-managed Assets ($) | $90,597,447,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $153,855,000 | 21 |
| 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 | $50,466,000 | 15 |
| Number of Managed Accounts | $24,809,000 | 14 |
| Number of Non-Managed Accounts | $25,657,000 | 13 |
| Total fiduciary and related assets | $118,518,011,000 | 14 |
| Managed Assets ($) | $28,283,692,000 | 19 |
| Non-managed Assets ($) | $90,234,319,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,858,000 | 20 |
| 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 | $50,532,000 | 14 |
| Number of Managed Accounts | $24,650,000 | 13 |
| Number of Non-Managed Accounts | $25,882,000 | 13 |
| Total fiduciary and related assets | $120,606,322,000 | 14 |
| Managed Assets ($) | $27,697,966,000 | 18 |
| Non-managed Assets ($) | $92,908,356,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,487,000 | 22 |
| 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 | $51,179,000 | 13 |
| Number of Managed Accounts | $24,763,000 | 13 |
| Number of Non-Managed Accounts | $26,416,000 | 12 |
| Total fiduciary and related assets | $122,595,110,000 | 14 |
| Managed Assets ($) | $27,985,060,000 | 18 |
| Non-managed Assets ($) | $94,610,050,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $206,780,000 | 20 |
| 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 | $51,415,000 | 13 |
| Number of Managed Accounts | $24,861,000 | 12 |
| Number of Non-Managed Accounts | $26,554,000 | 12 |
| Total fiduciary and related assets | $124,610,029,000 | 14 |
| Managed Assets ($) | $28,089,698,000 | 17 |
| Non-managed Assets ($) | $96,520,331,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,519,000 | 20 |
| 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 | $51,629,000 | 13 |
| Number of Managed Accounts | $25,034,000 | 13 |
| Number of Non-Managed Accounts | $26,595,000 | 11 |
| Total fiduciary and related assets | $131,552,655,000 | 14 |
| Managed Assets ($) | $29,315,717,000 | 17 |
| Non-managed Assets ($) | $102,236,938,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $105,088,000 | 20 |
| 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 | $52,472,000 | 13 |
| Number of Managed Accounts | $25,706,000 | 12 |
| Number of Non-Managed Accounts | $26,766,000 | 12 |
| Total fiduciary and related assets | $128,419,731,000 | 14 |
| Managed Assets ($) | $29,479,863,000 | 17 |
| Non-managed Assets ($) | $98,939,868,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,689,000 | 22 |
| 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 | $52,352,000 | 13 |
| Number of Managed Accounts | $25,221,000 | 12 |
| Number of Non-Managed Accounts | $27,131,000 | 13 |
| Total fiduciary and related assets | $132,056,145,000 | 14 |
| Managed Assets ($) | $28,818,664,000 | 16 |
| Non-managed Assets ($) | $103,237,481,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,898,000 | 20 |
| 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 | $52,590,000 | 12 |
| Number of Managed Accounts | $25,265,000 | 12 |
| Number of Non-Managed Accounts | $27,325,000 | 13 |
| Total fiduciary and related assets | $131,527,879,000 | 13 |
| Managed Assets ($) | $29,002,973,000 | 16 |
| Non-managed Assets ($) | $102,524,906,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $160,424,000 | 20 |
| 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 | $52,732,000 | 14 |
| Number of Managed Accounts | $25,157,000 | 12 |
| Number of Non-Managed Accounts | $27,575,000 | 14 |
| Total fiduciary and related assets | $128,430,843,000 | 14 |
| Managed Assets ($) | $28,332,371,000 | 16 |
| Non-managed Assets ($) | $100,098,472,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $107,106,000 | 20 |
| 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 | $52,056,000 | 15 |
| Number of Managed Accounts | $24,340,000 | 12 |
| Number of Non-Managed Accounts | $27,716,000 | 14 |
| Total fiduciary and related assets | $129,475,443,000 | 15 |
| Managed Assets ($) | $28,127,658,000 | 18 |
| Non-managed Assets ($) | $101,347,785,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,074,000 | 20 |
| 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 | $52,222,000 | 15 |
| Number of Managed Accounts | $24,234,000 | 11 |
| Number of Non-Managed Accounts | $27,988,000 | 14 |
| Total fiduciary and related assets | $130,072,329,000 | 15 |
| Managed Assets ($) | $28,208,387,000 | 18 |
| Non-managed Assets ($) | $101,863,942,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $214,548,000 | 18 |
| 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 | $52,297,000 | 15 |
| Number of Managed Accounts | $24,262,000 | 12 |
| Number of Non-Managed Accounts | $28,035,000 | 14 |
| Total fiduciary and related assets | $127,573,883,000 | 14 |
| Managed Assets ($) | $27,702,080,000 | 19 |
| Non-managed Assets ($) | $99,871,803,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $161,023,000 | 18 |
| 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 | $52,266,000 | 15 |
| Number of Managed Accounts | $24,326,000 | 10 |
| Number of Non-Managed Accounts | $27,940,000 | 14 |
| Total fiduciary and related assets | $125,335,085,000 | 14 |
| Managed Assets ($) | $27,129,553,000 | 19 |
| Non-managed Assets ($) | $98,205,532,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,311,000 | 18 |
| 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 | $51,991,000 | 15 |
| Number of Managed Accounts | $24,055,000 | 10 |
| Number of Non-Managed Accounts | $27,936,000 | 14 |
| Total fiduciary and related assets | $124,784,966,000 | 14 |
| Managed Assets ($) | $27,927,726,000 | 18 |
| Non-managed Assets ($) | $96,857,240,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,224,000 | 19 |
| 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 | $51,306,000 | 15 |
| Number of Managed Accounts | $23,671,000 | 9 |
| Number of Non-Managed Accounts | $27,635,000 | 14 |
| Total fiduciary and related assets | $129,742,819,000 | 12 |
| Managed Assets ($) | $26,451,859,000 | 19 |
| Non-managed Assets ($) | $103,290,960,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $211,251,000 | 18 |
| 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 | $50,323,000 | 15 |
| Number of Managed Accounts | $23,167,000 | 10 |
| Number of Non-Managed Accounts | $27,156,000 | 14 |
| Total fiduciary and related assets | $127,933,603,000 | 12 |
| Managed Assets ($) | $27,048,254,000 | 18 |
| Non-managed Assets ($) | $100,885,349,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $162,741,000 | 17 |
| 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 | $49,366,000 | 15 |
| Number of Managed Accounts | $22,478,000 | 10 |
| Number of Non-Managed Accounts | $26,888,000 | 14 |
| Total fiduciary and related assets | $128,483,987,000 | 12 |
| Managed Assets ($) | $25,955,563,000 | 19 |
| Non-managed Assets ($) | $102,528,424,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,774,000 | 16 |
| 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 | $53,582,000 | 15 |
| Number of Managed Accounts | $22,619,000 | 11 |
| Number of Non-Managed Accounts | $30,963,000 | 13 |
| Total fiduciary and related assets | $166,174,508,000 | 12 |
| Managed Assets ($) | $28,740,797,000 | 17 |
| Non-managed Assets ($) | $137,433,711,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,867,000 | 16 |
| 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 | $53,784,000 | 13 |
| Number of Managed Accounts | $22,436,000 | 10 |
| Number of Non-Managed Accounts | $31,348,000 | 12 |
| Total fiduciary and related assets | $160,508,196,000 | 12 |
| Managed Assets ($) | $28,053,886,000 | 14 |
| Non-managed Assets ($) | $132,454,310,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $177,094,000 | 19 |
| 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 | $53,893,000 | 12 |
| Number of Managed Accounts | $22,427,000 | 12 |
| Number of Non-Managed Accounts | $31,466,000 | 12 |
| Total fiduciary and related assets | $156,268,276,000 | 12 |
| Managed Assets ($) | $28,147,353,000 | 15 |
| Non-managed Assets ($) | $128,120,923,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,927,000 | 20 |
| 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 | $23,860,000 | 25 |
| Number of Managed Accounts | $14,713,000 | 18 |
| Number of Non-Managed Accounts | $9,147,000 | 19 |
| Total fiduciary and related assets | $54,941,616,000 | 20 |
| Managed Assets ($) | $9,047,662,000 | 36 |
| Non-managed Assets ($) | $45,893,954,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,249,000 | 26 |
| 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 | $24,050,000 | 24 |
| Number of Managed Accounts | $14,459,000 | 17 |
| Number of Non-Managed Accounts | $9,591,000 | 19 |
| Total fiduciary and related assets | $55,505,325,000 | 20 |
| Managed Assets ($) | $9,349,829,000 | 36 |
| Non-managed Assets ($) | $46,155,496,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,118,000 | 26 |
| 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 | $23,925,000 | 24 |
| Number of Managed Accounts | $14,145,000 | 18 |
| Number of Non-Managed Accounts | $9,780,000 | 19 |
| Total fiduciary and related assets | $54,736,406,000 | 21 |
| Managed Assets ($) | $9,147,833,000 | 35 |
| Non-managed Assets ($) | $45,588,573,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,563,000 | 27 |
| 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 | $23,751,000 | 24 |
| Number of Managed Accounts | $13,891,000 | 16 |
| Number of Non-Managed Accounts | $9,860,000 | 18 |
| Total fiduciary and related assets | $52,967,553,000 | 21 |
| Managed Assets ($) | $8,955,838,000 | 34 |
| Non-managed Assets ($) | $44,011,715,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,006,000 | 27 |
| 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 | $23,923,000 | 24 |
| Number of Managed Accounts | $13,850,000 | 16 |
| Number of Non-Managed Accounts | $10,073,000 | 19 |
| Total fiduciary and related assets | $52,153,330,000 | 20 |
| Managed Assets ($) | $8,285,147,000 | 35 |
| Non-managed Assets ($) | $43,868,183,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,744,000 | 27 |
| 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 | $24,119,000 | 25 |
| Number of Managed Accounts | $13,771,000 | 15 |
| Number of Non-Managed Accounts | $10,348,000 | 18 |
| Total fiduciary and related assets | $53,831,740,000 | 19 |
| Managed Assets ($) | $8,978,251,000 | 34 |
| Non-managed Assets ($) | $44,853,489,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,498,000 | 25 |
| 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 | $23,824,000 | 27 |
| Number of Managed Accounts | $13,759,000 | 17 |
| Number of Non-Managed Accounts | $10,065,000 | 23 |
| Total fiduciary and related assets | $53,756,133,000 | 19 |
| Managed Assets ($) | $8,705,142,000 | 36 |
| Non-managed Assets ($) | $45,050,991,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $82,649,000 | 27 |
| 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 | $23,831,000 | 30 |
| Number of Managed Accounts | $13,730,000 | 18 |
| Number of Non-Managed Accounts | $10,101,000 | 22 |
| Total fiduciary and related assets | $53,616,059,000 | 22 |
| Managed Assets ($) | $8,517,904,000 | 41 |
| Non-managed Assets ($) | $45,098,155,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,642,000 | 28 |
| 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 | $24,060,000 | 29 |
| Number of Managed Accounts | $13,839,000 | 17 |
| Number of Non-Managed Accounts | $10,221,000 | 23 |
| Total fiduciary and related assets | $53,524,329,000 | 20 |
| Managed Assets ($) | $7,884,307,000 | 43 |
| Non-managed Assets ($) | $45,640,022,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,633,000 | 29 |
| 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 | $25,137,000 | 25 |
| Number of Managed Accounts | $14,842,000 | 18 |
| Number of Non-Managed Accounts | $10,295,000 | 22 |
| Total fiduciary and related assets | $54,316,103,000 | 19 |
| Managed Assets ($) | $7,738,182,000 | 42 |
| Non-managed Assets ($) | $46,577,921,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,040,000 | 29 |
| 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 | $25,448,000 | 27 |
| Number of Managed Accounts | $14,819,000 | 19 |
| Number of Non-Managed Accounts | $10,629,000 | 23 |
| Total fiduciary and related assets | $56,007,957,000 | 19 |
| Managed Assets ($) | $8,060,323,000 | 43 |
| Non-managed Assets ($) | $47,947,634,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,685,000 | 30 |
| 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 | $25,748,000 | 24 |
| Number of Managed Accounts | $15,151,000 | 18 |
| Number of Non-Managed Accounts | $10,597,000 | 22 |
| Total fiduciary and related assets | $62,510,534,000 | 19 |
| Managed Assets ($) | $8,875,818,000 | 42 |
| Non-managed Assets ($) | $53,634,716,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,964,000 | 33 |
| 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 | $25,768,000 | 24 |
| Number of Managed Accounts | $15,163,000 | 18 |
| Number of Non-Managed Accounts | $10,605,000 | 23 |
| Total fiduciary and related assets | $65,305,582,000 | 23 |
| Managed Assets ($) | $9,293,654,000 | 45 |
| Non-managed Assets ($) | $56,011,928,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,153,000 | 35 |
| 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 | $25,774,000 | 23 |
| Number of Managed Accounts | $15,094,000 | 18 |
| Number of Non-Managed Accounts | $10,680,000 | 22 |
| Total fiduciary and related assets | $66,464,928,000 | 23 |
| Managed Assets ($) | $9,959,972,000 | 42 |
| Non-managed Assets ($) | $56,504,956,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,196,000 | 34 |
| 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 | $25,813,000 | 24 |
| Number of Managed Accounts | $14,953,000 | 19 |
| Number of Non-Managed Accounts | $10,860,000 | 22 |
| Total fiduciary and related assets | $69,417,974,000 | 23 |
| Managed Assets ($) | $9,907,283,000 | 43 |
| Non-managed Assets ($) | $59,510,691,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,462,000 | 33 |
| 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 | $25,272,000 | 25 |
| Number of Managed Accounts | $14,500,000 | 19 |
| Number of Non-Managed Accounts | $10,772,000 | 24 |
| Total fiduciary and related assets | $70,299,526,000 | 23 |
| Managed Assets ($) | $10,217,809,000 | 41 |
| Non-managed Assets ($) | $60,081,717,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,800,000 | 34 |
| 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 | $25,280,000 | 24 |
| Number of Managed Accounts | $14,399,000 | 17 |
| Number of Non-Managed Accounts | $10,881,000 | 24 |
| Total fiduciary and related assets | $69,687,429,000 | 22 |
| Managed Assets ($) | $9,943,747,000 | 42 |
| Non-managed Assets ($) | $59,743,682,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,641,000 | 35 |
| 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 | $25,264,000 | 24 |
| Number of Managed Accounts | $14,403,000 | 18 |
| Number of Non-Managed Accounts | $10,861,000 | 24 |
| Total fiduciary and related assets | $69,374,460,000 | 23 |
| Managed Assets ($) | $9,800,583,000 | 42 |
| Non-managed Assets ($) | $59,573,877,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,147,000 | 35 |
| 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 | $25,283,000 | 24 |
| Number of Managed Accounts | $14,356,000 | 18 |
| Number of Non-Managed Accounts | $10,927,000 | 25 |
| Total fiduciary and related assets | $68,450,912,000 | 22 |
| Managed Assets ($) | $9,709,445,000 | 43 |
| Non-managed Assets ($) | $58,741,467,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,723,000 | 33 |
| 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 | $25,268,000 | 25 |
| Number of Managed Accounts | $14,435,000 | 17 |
| Number of Non-Managed Accounts | $10,833,000 | 24 |
| Total fiduciary and related assets | $66,526,131,000 | 24 |
| Managed Assets ($) | $9,632,178,000 | 46 |
| Non-managed Assets ($) | $56,893,953,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,764,000 | 35 |
| 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 | $25,624,000 | 23 |
| Number of Managed Accounts | $14,653,000 | 16 |
| Number of Non-Managed Accounts | $10,971,000 | 23 |
| Total fiduciary and related assets | $65,644,873,000 | 23 |
| Managed Assets ($) | $9,161,252,000 | 45 |
| Non-managed Assets ($) | $56,483,621,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,115,000 | 38 |
| 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 | $25,469,000 | 23 |
| Number of Managed Accounts | $14,920,000 | 16 |
| Number of Non-Managed Accounts | $10,549,000 | 25 |
| Total fiduciary and related assets | $62,303,538,000 | 24 |
| Managed Assets ($) | $8,740,573,000 | 45 |
| Non-managed Assets ($) | $53,562,965,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,318,000 | 36 |
| 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 | $25,977,000 | 23 |
| Number of Managed Accounts | $15,081,000 | 18 |
| Number of Non-Managed Accounts | $10,896,000 | 25 |
| Total fiduciary and related assets | $62,190,214,000 | 25 |
| Managed Assets ($) | $8,512,037,000 | 45 |
| Non-managed Assets ($) | $53,678,177,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,694,000 | 39 |
| 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 | $25,848,000 | 21 |
| Number of Managed Accounts | $15,203,000 | 16 |
| Number of Non-Managed Accounts | $10,645,000 | 25 |
| Total fiduciary and related assets | $60,425,430,000 | 26 |
| Managed Assets ($) | $8,578,764,000 | 44 |
| Non-managed Assets ($) | $51,846,666,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,106,000 | 38 |
| 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 | $26,365,000 | 21 |
| Number of Managed Accounts | $15,706,000 | 15 |
| Number of Non-Managed Accounts | $10,659,000 | 25 |
| Total fiduciary and related assets | $59,448,392,000 | 25 |
| Managed Assets ($) | $8,621,823,000 | 43 |
| Non-managed Assets ($) | $50,826,569,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,691,000 | 39 |
| 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 | $26,830,000 | 23 |
| Number of Managed Accounts | $16,156,000 | 16 |
| Number of Non-Managed Accounts | $10,674,000 | 23 |
| Total fiduciary and related assets | $57,316,503,000 | 27 |
| Managed Assets ($) | $7,951,911,000 | 45 |
| Non-managed Assets ($) | $49,364,592,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,047,000 | 38 |
| 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 | $27,119,000 | 23 |
| Number of Managed Accounts | $16,433,000 | 16 |
| Number of Non-Managed Accounts | $10,686,000 | 27 |
| Total fiduciary and related assets | $56,451,001,000 | 28 |
| Managed Assets ($) | $8,146,955,000 | 44 |
| Non-managed Assets ($) | $48,304,046,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,806,000 | 39 |
| 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 | $27,533,000 | 24 |
| Number of Managed Accounts | $16,547,000 | 16 |
| Number of Non-Managed Accounts | $10,986,000 | 24 |
| Total fiduciary and related assets | $55,372,378,000 | 28 |
| Managed Assets ($) | $8,315,833,000 | 44 |
| Non-managed Assets ($) | $47,056,545,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,181,000 | 39 |
| 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 | $27,424,000 | 24 |
| Number of Managed Accounts | $16,268,000 | 17 |
| Number of Non-Managed Accounts | $11,156,000 | 23 |
| Total fiduciary and related assets | $55,096,348,000 | 28 |
| Managed Assets ($) | $8,534,445,000 | 46 |
| Non-managed Assets ($) | $46,561,903,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,475,000 | 39 |
| 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 | $26,939,000 | 25 |
| Number of Managed Accounts | $15,761,000 | 17 |
| Number of Non-Managed Accounts | $11,178,000 | 23 |
| Total fiduciary and related assets | $55,517,685,000 | 28 |
| Managed Assets ($) | $9,021,205,000 | 42 |
| Non-managed Assets ($) | $46,496,480,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,356,000 | 40 |
| 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 | $26,587,000 | 26 |
| Number of Managed Accounts | $15,034,000 | 20 |
| Number of Non-Managed Accounts | $11,553,000 | 24 |
| Total fiduciary and related assets | $55,130,132,000 | 29 |
| Managed Assets ($) | $9,597,059,000 | 39 |
| Non-managed Assets ($) | $45,533,073,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,460,000 | 38 |
| 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 | $26,814,000 | 25 |
| Number of Managed Accounts | $14,702,000 | 18 |
| Number of Non-Managed Accounts | $12,112,000 | 19 |
| Total fiduciary and related assets | $50,911,106,000 | 27 |
| Managed Assets ($) | $9,067,699,000 | 40 |
| Non-managed Assets ($) | $41,843,407,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,637,000 | 37 |
| 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 | $26,362,000 | 26 |
| Number of Managed Accounts | $14,494,000 | 19 |
| Number of Non-Managed Accounts | $11,868,000 | 21 |
| Total fiduciary and related assets | $54,185,512,000 | 26 |
| Managed Assets ($) | $12,436,682,000 | 33 |
| Non-managed Assets ($) | $41,748,830,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,119,000 | 38 |
| 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 | $14,132,000 | 37 |
| Number of Managed Accounts | $8,317,000 | 27 |
| Number of Non-Managed Accounts | $5,815,000 | 33 |
| Total fiduciary and related assets | $28,816,611,000 | 33 |
| Managed Assets ($) | $8,261,142,000 | 39 |
| Non-managed Assets ($) | $20,555,469,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,175,000 | 45 |
| 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 | $14,252,000 | 36 |
| Number of Managed Accounts | $8,365,000 | 28 |
| Number of Non-Managed Accounts | $5,887,000 | 33 |
| Total fiduciary and related assets | $29,352,017,000 | 34 |
| Managed Assets ($) | $8,470,552,000 | 39 |
| Non-managed Assets ($) | $20,881,465,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,893,000 | 46 |
| 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 | $14,468,000 | 32 |
| Number of Managed Accounts | $8,424,000 | 27 |
| Number of Non-Managed Accounts | $6,044,000 | 29 |
| Total fiduciary and related assets | $26,334,818,000 | 39 |
| Managed Assets ($) | $9,338,060,000 | 40 |
| Non-managed Assets ($) | $16,996,758,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,446,000 | 46 |
| 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 | $43,895,000 | 54 |
| 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 | $40,750,000 | 61 |
| 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 | $38,211,000 | 66 |
| 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 | $30,688,000 | 73 |
| 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 | $27,672,000 | 78 |
| 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 | $25,477,000 | 80 |
| 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 | $22,574,000 | 95 |
| 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 | $23,865,000 | 86 |
| 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 | $17,820,000 | 102 |