Home > The Bank of New York Mellon Trust Company > Fiduciary and Related Services
The Bank of New York Mellon Trust Company, 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 | $16,312,000 | 31 |
| Number of Managed Accounts | $118,000 | 554 |
| Number of Non-Managed Accounts | $16,194,000 | 18 |
| Total fiduciary and related assets | $306,469,169,000 | 11 |
| Managed Assets ($) | $1,337,597,000 | 176 |
| Non-managed Assets ($) | $305,131,572,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $224,250,000 | 26 |
| 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 | $16,180,000 | 31 |
| Number of Managed Accounts | $124,000 | 342 |
| Number of Non-Managed Accounts | $16,056,000 | 17 |
| Total fiduciary and related assets | $306,177,626,000 | 11 |
| Managed Assets ($) | $1,342,008,000 | 172 |
| Non-managed Assets ($) | $304,835,618,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,163,000 | 27 |
| 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 | $16,165,000 | 31 |
| Number of Managed Accounts | $121,000 | 408 |
| Number of Non-Managed Accounts | $16,044,000 | 17 |
| Total fiduciary and related assets | $311,575,148,000 | 11 |
| Managed Assets ($) | $1,359,238,000 | 168 |
| Non-managed Assets ($) | $310,215,910,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $113,693,000 | 28 |
| 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 | $16,344,000 | 34 |
| Number of Managed Accounts | $122,000 | 351 |
| Number of Non-Managed Accounts | $16,222,000 | 19 |
| Total fiduciary and related assets | $316,473,323,000 | 12 |
| Managed Assets ($) | $1,381,901,000 | 176 |
| Non-managed Assets ($) | $315,091,422,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,544,000 | 27 |
| 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 | $16,576,000 | 35 |
| Number of Managed Accounts | $122,000 | 572 |
| Number of Non-Managed Accounts | $16,454,000 | 19 |
| Total fiduciary and related assets | $316,002,696,000 | 11 |
| Managed Assets ($) | $1,350,695,000 | 174 |
| Non-managed Assets ($) | $314,652,001,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,200,000 | 29 |
| 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 | $16,763,000 | 35 |
| Number of Managed Accounts | $127,000 | 367 |
| Number of Non-Managed Accounts | $16,636,000 | 19 |
| Total fiduciary and related assets | $314,997,747,000 | 12 |
| Managed Assets ($) | $1,365,393,000 | 166 |
| Non-managed Assets ($) | $313,632,354,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $161,233,000 | 29 |
| 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 | $16,925,000 | 31 |
| Number of Managed Accounts | $119,000 | 399 |
| Number of Non-Managed Accounts | $16,806,000 | 15 |
| Total fiduciary and related assets | $319,239,129,000 | 9 |
| Managed Assets ($) | $1,350,699,000 | 145 |
| Non-managed Assets ($) | $317,888,430,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $108,398,000 | 24 |
| 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 | $16,920,000 | 31 |
| Number of Managed Accounts | $114,000 | 333 |
| Number of Non-Managed Accounts | $16,806,000 | 15 |
| Total fiduciary and related assets | $316,496,967,000 | 9 |
| Managed Assets ($) | $1,441,983,000 | 149 |
| Non-managed Assets ($) | $315,054,984,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,268,000 | 23 |
| 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 | $17,077,000 | 30 |
| Number of Managed Accounts | $117,000 | 549 |
| Number of Non-Managed Accounts | $16,960,000 | 15 |
| Total fiduciary and related assets | $316,121,752,000 | 9 |
| Managed Assets ($) | $1,429,724,000 | 156 |
| Non-managed Assets ($) | $314,692,028,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $228,063,000 | 23 |
| 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 | $17,094,000 | 30 |
| Number of Managed Accounts | $120,000 | 320 |
| Number of Non-Managed Accounts | $16,974,000 | 16 |
| Total fiduciary and related assets | $313,368,549,000 | 9 |
| Managed Assets ($) | $1,461,049,000 | 148 |
| Non-managed Assets ($) | $311,907,500,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $175,337,000 | 23 |
| 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 | $17,519,000 | 29 |
| Number of Managed Accounts | $122,000 | 383 |
| Number of Non-Managed Accounts | $17,397,000 | 17 |
| Total fiduciary and related assets | $310,287,382,000 | 9 |
| Managed Assets ($) | $1,636,847,000 | 143 |
| Non-managed Assets ($) | $308,650,535,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $118,759,000 | 24 |
| 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 | $17,478,000 | 29 |
| Number of Managed Accounts | $125,000 | 322 |
| Number of Non-Managed Accounts | $17,353,000 | 17 |
| Total fiduciary and related assets | $303,522,488,000 | 9 |
| Managed Assets ($) | $1,439,403,000 | 147 |
| Non-managed Assets ($) | $302,083,085,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,337,000 | 24 |
| 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 | $17,650,000 | 30 |
| Number of Managed Accounts | $124,000 | 550 |
| Number of Non-Managed Accounts | $17,526,000 | 18 |
| Total fiduciary and related assets | $298,723,881,000 | 9 |
| Managed Assets ($) | $1,424,074,000 | 146 |
| Non-managed Assets ($) | $297,299,807,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $245,790,000 | 21 |
| 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 | $17,548,000 | 30 |
| Number of Managed Accounts | $82,000 | 328 |
| Number of Non-Managed Accounts | $17,466,000 | 18 |
| Total fiduciary and related assets | $295,337,125,000 | 9 |
| Managed Assets ($) | $1,516,095,000 | 130 |
| Non-managed Assets ($) | $293,821,030,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $184,260,000 | 21 |
| 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 | $17,615,000 | 30 |
| Number of Managed Accounts | $80,000 | 386 |
| Number of Non-Managed Accounts | $17,535,000 | 18 |
| Total fiduciary and related assets | $288,215,458,000 | 9 |
| Managed Assets ($) | $1,412,811,000 | 139 |
| Non-managed Assets ($) | $286,802,647,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,785,000 | 21 |
| 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 | $17,554,000 | 30 |
| Number of Managed Accounts | $79,000 | 332 |
| Number of Non-Managed Accounts | $17,475,000 | 18 |
| Total fiduciary and related assets | $273,085,235,000 | 9 |
| Managed Assets ($) | $1,420,157,000 | 124 |
| Non-managed Assets ($) | $271,665,078,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,372,000 | 20 |
| 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 | $18,023,000 | 30 |
| Number of Managed Accounts | $128,000 | 550 |
| Number of Non-Managed Accounts | $17,895,000 | 17 |
| Total fiduciary and related assets | $276,045,931,000 | 9 |
| Managed Assets ($) | $1,491,821,000 | 132 |
| Non-managed Assets ($) | $274,554,110,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $248,577,000 | 18 |
| 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 | $17,669,000 | 31 |
| Number of Managed Accounts | $81,000 | 339 |
| Number of Non-Managed Accounts | $17,588,000 | 17 |
| Total fiduciary and related assets | $265,331,328,000 | 10 |
| Managed Assets ($) | $1,476,899,000 | 129 |
| Non-managed Assets ($) | $263,854,429,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $184,737,000 | 19 |
| 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 | $17,824,000 | 30 |
| Number of Managed Accounts | $84,000 | 375 |
| Number of Non-Managed Accounts | $17,740,000 | 17 |
| Total fiduciary and related assets | $280,546,892,000 | 9 |
| Managed Assets ($) | $1,408,424,000 | 134 |
| Non-managed Assets ($) | $279,138,468,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $123,422,000 | 19 |
| 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 | $18,095,000 | 30 |
| Number of Managed Accounts | $85,000 | 379 |
| Number of Non-Managed Accounts | $18,010,000 | 17 |
| Total fiduciary and related assets | $273,798,952,000 | 9 |
| Managed Assets ($) | $1,463,232,000 | 129 |
| Non-managed Assets ($) | $272,335,720,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,326,000 | 18 |
| 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 | $18,595,000 | 30 |
| Number of Managed Accounts | $130,000 | 565 |
| Number of Non-Managed Accounts | $18,465,000 | 16 |
| Total fiduciary and related assets | $277,913,656,000 | 9 |
| Managed Assets ($) | $1,406,882,000 | 124 |
| Non-managed Assets ($) | $276,506,774,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $243,703,000 | 18 |
| 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 | $18,707,000 | 30 |
| Number of Managed Accounts | $90,000 | 379 |
| Number of Non-Managed Accounts | $18,617,000 | 16 |
| Total fiduciary and related assets | $284,163,964,000 | 9 |
| Managed Assets ($) | $1,519,050,000 | 125 |
| Non-managed Assets ($) | $282,644,914,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $180,942,000 | 19 |
| 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 | $19,175,000 | 29 |
| Number of Managed Accounts | $98,000 | 382 |
| Number of Non-Managed Accounts | $19,077,000 | 15 |
| Total fiduciary and related assets | $318,750,170,000 | 9 |
| Managed Assets ($) | $1,544,759,000 | 121 |
| Non-managed Assets ($) | $317,205,411,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $119,391,000 | 19 |
| 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 | $19,782,000 | 30 |
| Number of Managed Accounts | $106,000 | 381 |
| Number of Non-Managed Accounts | $19,676,000 | 16 |
| Total fiduciary and related assets | $318,709,809,000 | 9 |
| Managed Assets ($) | $1,549,187,000 | 122 |
| Non-managed Assets ($) | $317,160,622,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,139,000 | 18 |
| 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 | $20,499,000 | 27 |
| Number of Managed Accounts | $108,000 | 594 |
| Number of Non-Managed Accounts | $20,391,000 | 16 |
| Total fiduciary and related assets | $333,308,175,000 | 9 |
| Managed Assets ($) | $1,673,793,000 | 117 |
| Non-managed Assets ($) | $331,634,382,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $242,575,000 | 19 |
| 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 | $20,969,000 | 26 |
| Number of Managed Accounts | $145,000 | 370 |
| Number of Non-Managed Accounts | $20,824,000 | 15 |
| Total fiduciary and related assets | $322,710,347,000 | 9 |
| Managed Assets ($) | $1,945,241,000 | 103 |
| Non-managed Assets ($) | $320,765,106,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,793,000 | 19 |
| 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 | $21,439,000 | 26 |
| Number of Managed Accounts | $152,000 | 369 |
| Number of Non-Managed Accounts | $21,287,000 | 15 |
| Total fiduciary and related assets | $344,614,132,000 | 9 |
| Managed Assets ($) | $6,652,542,000 | 46 |
| Non-managed Assets ($) | $337,961,590,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $123,660,000 | 19 |
| 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 | $22,175,000 | 26 |
| Number of Managed Accounts | $160,000 | 368 |
| Number of Non-Managed Accounts | $22,015,000 | 15 |
| Total fiduciary and related assets | $340,975,839,000 | 9 |
| Managed Assets ($) | $6,986,784,000 | 43 |
| Non-managed Assets ($) | $333,989,055,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,521,000 | 19 |
| 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 | $23,497,000 | 25 |
| Number of Managed Accounts | $157,000 | 545 |
| Number of Non-Managed Accounts | $23,340,000 | 15 |
| Total fiduciary and related assets | $360,926,360,000 | 9 |
| Managed Assets ($) | $7,046,455,000 | 41 |
| Non-managed Assets ($) | $353,879,905,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $243,811,000 | 18 |
| 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 | $23,761,000 | 25 |
| Number of Managed Accounts | $229,000 | 348 |
| Number of Non-Managed Accounts | $23,532,000 | 14 |
| Total fiduciary and related assets | $366,161,559,000 | 9 |
| Managed Assets ($) | $9,397,137,000 | 36 |
| Non-managed Assets ($) | $356,764,422,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $182,557,000 | 18 |
| 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 | $25,009,000 | 25 |
| Number of Managed Accounts | $224,000 | 352 |
| Number of Non-Managed Accounts | $24,785,000 | 14 |
| Total fiduciary and related assets | $389,530,849,000 | 9 |
| Managed Assets ($) | $9,426,065,000 | 37 |
| Non-managed Assets ($) | $380,104,784,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,533,000 | 18 |
| 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 | $23,876,000 | 26 |
| Number of Managed Accounts | $222,000 | 354 |
| Number of Non-Managed Accounts | $23,654,000 | 14 |
| Total fiduciary and related assets | $360,232,937,000 | 9 |
| Managed Assets ($) | $9,128,699,000 | 37 |
| Non-managed Assets ($) | $351,104,238,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,644,000 | 17 |
| 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 | $24,211,000 | 25 |
| Number of Managed Accounts | $217,000 | 455 |
| Number of Non-Managed Accounts | $23,994,000 | 13 |
| Total fiduciary and related assets | $369,177,632,000 | 9 |
| Managed Assets ($) | $8,885,270,000 | 36 |
| Non-managed Assets ($) | $360,292,362,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $245,251,000 | 18 |
| 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 | $23,701,000 | 25 |
| Number of Managed Accounts | $220,000 | 350 |
| Number of Non-Managed Accounts | $23,481,000 | 13 |
| Total fiduciary and related assets | $359,369,000,000 | 9 |
| Managed Assets ($) | $10,111,967,000 | 34 |
| Non-managed Assets ($) | $349,257,033,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,503,000 | 18 |
| 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 | $24,687,000 | 25 |
| Number of Managed Accounts | $240,000 | 348 |
| Number of Non-Managed Accounts | $24,447,000 | 12 |
| Total fiduciary and related assets | $390,179,651,000 | 9 |
| Managed Assets ($) | $9,061,029,000 | 38 |
| Non-managed Assets ($) | $381,118,622,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $122,526,000 | 18 |
| 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 | $24,978,000 | 25 |
| Number of Managed Accounts | $273,000 | 341 |
| Number of Non-Managed Accounts | $24,705,000 | 13 |
| Total fiduciary and related assets | $380,616,977,000 | 9 |
| Managed Assets ($) | $10,149,838,000 | 35 |
| Non-managed Assets ($) | $370,467,139,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,753,000 | 19 |
| 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 | $26,065,000 | 25 |
| Number of Managed Accounts | $267,000 | 414 |
| Number of Non-Managed Accounts | $25,798,000 | 14 |
| Total fiduciary and related assets | $407,555,042,000 | 9 |
| Managed Assets ($) | $9,197,380,000 | 37 |
| Non-managed Assets ($) | $398,357,662,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $247,907,000 | 17 |
| 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 | $26,952,000 | 24 |
| Number of Managed Accounts | $282,000 | 338 |
| Number of Non-Managed Accounts | $26,670,000 | 14 |
| Total fiduciary and related assets | $393,853,116,000 | 9 |
| Managed Assets ($) | $9,578,285,000 | 35 |
| Non-managed Assets ($) | $384,274,831,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $185,676,000 | 17 |
| 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 | $79,403,000 | 11 |
| Number of Managed Accounts | $1,502,000 | 113 |
| Number of Non-Managed Accounts | $77,901,000 | 7 |
| Total fiduciary and related assets | $520,438,944,000 | 8 |
| Managed Assets ($) | $10,386,909,000 | 34 |
| Non-managed Assets ($) | $510,052,035,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $124,389,000 | 17 |
| 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 | $80,738,000 | 12 |
| Number of Managed Accounts | $1,136,000 | 150 |
| Number of Non-Managed Accounts | $79,602,000 | 8 |
| Total fiduciary and related assets | $524,099,344,000 | 9 |
| Managed Assets ($) | $10,485,140,000 | 35 |
| Non-managed Assets ($) | $513,614,204,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,988,000 | 17 |
| 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 | $83,447,000 | 13 |
| Number of Managed Accounts | $1,153,000 | 149 |
| Number of Non-Managed Accounts | $82,294,000 | 9 |
| Total fiduciary and related assets | $538,879,855,000 | 9 |
| Managed Assets ($) | $10,864,411,000 | 35 |
| Non-managed Assets ($) | $528,015,444,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $264,913,000 | 17 |
| 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 | $83,861,000 | 13 |
| Number of Managed Accounts | $1,165,000 | 140 |
| Number of Non-Managed Accounts | $82,696,000 | 9 |
| Total fiduciary and related assets | $549,066,103,000 | 9 |
| Managed Assets ($) | $11,742,098,000 | 34 |
| Non-managed Assets ($) | $537,324,005,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $203,599,000 | 16 |
| 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 | $85,279,000 | 13 |
| Number of Managed Accounts | $979,000 | 161 |
| Number of Non-Managed Accounts | $84,300,000 | 9 |
| Total fiduciary and related assets | $601,553,292,000 | 8 |
| Managed Assets ($) | $12,055,168,000 | 29 |
| Non-managed Assets ($) | $589,498,124,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $141,083,000 | 15 |
| 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 | $86,263,000 | 12 |
| Number of Managed Accounts | $1,067,000 | 147 |
| Number of Non-Managed Accounts | $85,196,000 | 8 |
| Total fiduciary and related assets | $615,318,803,000 | 8 |
| Managed Assets ($) | $11,968,662,000 | 31 |
| Non-managed Assets ($) | $603,350,141,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,274,000 | 14 |
| 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 | $87,599,000 | 12 |
| Number of Managed Accounts | $1,092,000 | 147 |
| Number of Non-Managed Accounts | $86,507,000 | 8 |
| Total fiduciary and related assets | $586,223,820,000 | 8 |
| Managed Assets ($) | $12,469,092,000 | 29 |
| Non-managed Assets ($) | $573,754,728,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $271,317,000 | 16 |
| 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 | $87,945,000 | 11 |
| Number of Managed Accounts | $883,000 | 167 |
| Number of Non-Managed Accounts | $87,062,000 | 8 |
| Total fiduciary and related assets | $517,840,296,000 | 9 |
| Managed Assets ($) | $12,139,812,000 | 29 |
| Non-managed Assets ($) | $505,700,484,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $196,777,000 | 16 |
| 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 | $88,232,000 | 11 |
| Number of Managed Accounts | $873,000 | 166 |
| Number of Non-Managed Accounts | $87,359,000 | 8 |
| Total fiduciary and related assets | $538,902,083,000 | 8 |
| Managed Assets ($) | $11,887,870,000 | 29 |
| Non-managed Assets ($) | $527,014,213,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $132,899,000 | 15 |
| 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 | $88,356,000 | 11 |
| Number of Managed Accounts | $845,000 | 174 |
| Number of Non-Managed Accounts | $87,511,000 | 8 |
| Total fiduciary and related assets | $540,976,970,000 | 8 |
| Managed Assets ($) | $12,492,386,000 | 27 |
| Non-managed Assets ($) | $528,484,584,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,649,000 | 15 |
| 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 | $90,489,000 | 10 |
| Number of Managed Accounts | $853,000 | 173 |
| Number of Non-Managed Accounts | $89,636,000 | 7 |
| Total fiduciary and related assets | $543,522,631,000 | 8 |
| Managed Assets ($) | $11,751,701,000 | 26 |
| Non-managed Assets ($) | $531,770,930,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $274,609,000 | 14 |
| 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 | $90,725,000 | 9 |
| Number of Managed Accounts | $885,000 | 163 |
| Number of Non-Managed Accounts | $89,840,000 | 7 |
| Total fiduciary and related assets | $550,946,973,000 | 8 |
| Managed Assets ($) | $12,010,520,000 | 28 |
| Non-managed Assets ($) | $538,936,453,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $208,654,000 | 14 |
| 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 | $92,265,000 | 9 |
| Number of Managed Accounts | $879,000 | 161 |
| Number of Non-Managed Accounts | $91,386,000 | 7 |
| Total fiduciary and related assets | $578,008,611,000 | 8 |
| Managed Assets ($) | $12,286,032,000 | 28 |
| Non-managed Assets ($) | $565,722,579,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $140,867,000 | 14 |
| 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 | $94,768,000 | 9 |
| Number of Managed Accounts | $862,000 | 162 |
| Number of Non-Managed Accounts | $93,906,000 | 7 |
| Total fiduciary and related assets | $628,613,781,000 | 8 |
| Managed Assets ($) | $12,494,848,000 | 28 |
| Non-managed Assets ($) | $616,118,933,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $73,155,000 | 14 |
| 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 | $96,834,000 | 9 |
| Number of Managed Accounts | $889,000 | 165 |
| Number of Non-Managed Accounts | $95,945,000 | 7 |
| Total fiduciary and related assets | $648,870,412,000 | 7 |
| Managed Assets ($) | $12,206,794,000 | 29 |
| Non-managed Assets ($) | $636,663,618,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $288,718,000 | 12 |
| 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 | $95,169,000 | 9 |
| Number of Managed Accounts | $756,000 | 185 |
| Number of Non-Managed Accounts | $94,413,000 | 7 |
| Total fiduciary and related assets | $554,516,186,000 | 8 |
| Managed Assets ($) | $5,192,772,000 | 46 |
| Non-managed Assets ($) | $549,323,414,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $216,256,000 | 13 |
| 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 | $96,262,000 | 9 |
| Number of Managed Accounts | $797,000 | 179 |
| Number of Non-Managed Accounts | $95,465,000 | 7 |
| Total fiduciary and related assets | $567,037,528,000 | 9 |
| Managed Assets ($) | $5,024,296,000 | 46 |
| Non-managed Assets ($) | $562,013,232,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $143,643,000 | 13 |
| 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 | $97,090,000 | 8 |
| Number of Managed Accounts | $831,000 | 172 |
| Number of Non-Managed Accounts | $96,259,000 | 6 |
| Total fiduciary and related assets | $564,995,475,000 | 10 |
| Managed Assets ($) | $5,202,721,000 | 46 |
| Non-managed Assets ($) | $559,792,754,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,730,000 | 12 |
| 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 | $98,380,000 | 8 |
| Number of Managed Accounts | $825,000 | 182 |
| Number of Non-Managed Accounts | $97,555,000 | 6 |
| Total fiduciary and related assets | $574,353,756,000 | 10 |
| Managed Assets ($) | $5,159,347,000 | 47 |
| Non-managed Assets ($) | $569,194,409,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,751,000 | 13 |
| 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 | $98,743,000 | 8 |
| Number of Managed Accounts | $941,000 | 158 |
| Number of Non-Managed Accounts | $97,802,000 | 7 |
| Total fiduciary and related assets | $555,620,511,000 | 9 |
| Managed Assets ($) | $5,770,291,000 | 47 |
| Non-managed Assets ($) | $549,850,220,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $248,981,000 | 13 |
| 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 | $103,053,000 | 8 |
| Number of Managed Accounts | $2,060,000 | 81 |
| Number of Non-Managed Accounts | $100,993,000 | 7 |
| Total fiduciary and related assets | $570,148,017,000 | 8 |
| Managed Assets ($) | $7,111,180,000 | 45 |
| Non-managed Assets ($) | $563,036,837,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $166,350,000 | 11 |
| 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 | $105,470,000 | 7 |
| Number of Managed Accounts | $1,906,000 | 86 |
| Number of Non-Managed Accounts | $103,564,000 | 6 |
| Total fiduciary and related assets | $570,182,412,000 | 8 |
| Managed Assets ($) | $5,526,529,000 | 46 |
| Non-managed Assets ($) | $564,655,883,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,966,000 | 12 |
| 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 | $108,999,000 | 8 |
| Number of Managed Accounts | $1,838,000 | 90 |
| Number of Non-Managed Accounts | $107,161,000 | 7 |
| Total fiduciary and related assets | $592,629,463,000 | 9 |
| Managed Assets ($) | $2,899,901,000 | 61 |
| Non-managed Assets ($) | $589,729,562,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $396,066,000 | 11 |
| 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 | $106,756,000 | 8 |
| Number of Managed Accounts | $1,831,000 | 89 |
| Number of Non-Managed Accounts | $104,925,000 | 7 |
| Total fiduciary and related assets | $649,427,569,000 | 9 |
| Managed Assets ($) | $3,295,644,000 | 62 |
| Non-managed Assets ($) | $646,131,925,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $308,873,000 | 13 |
| 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 | $107,807,000 | 8 |
| Number of Managed Accounts | $1,837,000 | 92 |
| Number of Non-Managed Accounts | $105,970,000 | 7 |
| Total fiduciary and related assets | $677,141,549,000 | 10 |
| Managed Assets ($) | $3,712,432,000 | 60 |
| Non-managed Assets ($) | $673,429,117,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $208,202,000 | 14 |
| 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 | $109,484,000 | 8 |
| Number of Managed Accounts | $1,717,000 | 94 |
| Number of Non-Managed Accounts | $107,767,000 | 7 |
| Total fiduciary and related assets | $643,425,336,000 | 10 |
| Managed Assets ($) | $1,747,524,000 | 94 |
| Non-managed Assets ($) | $641,677,812,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $100,913,000 | 14 |
| 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 | $103,494,000 | 8 |
| Number of Managed Accounts | $1,756,000 | 93 |
| Number of Non-Managed Accounts | $101,738,000 | 7 |
| Total fiduciary and related assets | $663,608,284,000 | 10 |
| Managed Assets ($) | $1,861,921,000 | 91 |
| Non-managed Assets ($) | $661,746,363,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $422,770,000 | 13 |
| 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 | $103,994,000 | 8 |
| Number of Managed Accounts | $1,826,000 | 88 |
| Number of Non-Managed Accounts | $102,168,000 | 7 |
| Total fiduciary and related assets | $626,495,375,000 | 10 |
| Managed Assets ($) | $2,054,833,000 | 85 |
| Non-managed Assets ($) | $624,440,542,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,004,000 | 11 |
| 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 | $105,408,000 | 8 |
| Number of Managed Accounts | $1,872,000 | 88 |
| Number of Non-Managed Accounts | $103,536,000 | 7 |
| Total fiduciary and related assets | $623,583,322,000 | 9 |
| Managed Assets ($) | $2,021,508,000 | 86 |
| Non-managed Assets ($) | $621,561,814,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,760,000 | 14 |
| 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 | $102,881,000 | 9 |
| Number of Managed Accounts | $1,907,000 | 86 |
| Number of Non-Managed Accounts | $100,974,000 | 7 |
| Total fiduciary and related assets | $578,008,892,000 | 10 |
| Managed Assets ($) | $1,998,188,000 | 84 |
| Non-managed Assets ($) | $576,010,704,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,755,000 | 14 |
| 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 | $94,069,000 | 9 |
| Number of Managed Accounts | $1,932,000 | 87 |
| Number of Non-Managed Accounts | $92,137,000 | 7 |
| Total fiduciary and related assets | $572,938,721,000 | 10 |
| Managed Assets ($) | $1,716,240,000 | 95 |
| Non-managed Assets ($) | $571,222,481,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,357,000 | 23 |
| 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 | $46,651,000 | 14 |
| Number of Managed Accounts | $1,919,000 | 91 |
| Number of Non-Managed Accounts | $44,732,000 | 8 |
| Total fiduciary and related assets | $253,061,269,000 | 12 |
| Managed Assets ($) | $1,705,284,000 | 95 |
| Non-managed Assets ($) | $251,355,985,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,371,000 | 30 |
| 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 | $44,982,000 | 15 |
| Number of Managed Accounts | $1,947,000 | 94 |
| Number of Non-Managed Accounts | $43,035,000 | 9 |
| Total fiduciary and related assets | $256,949,589,000 | 11 |
| Managed Assets ($) | $2,413,728,000 | 80 |
| Non-managed Assets ($) | $254,535,861,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,788,000 | 29 |
| 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 | $43,731,000 | 14 |
| Number of Managed Accounts | $1,416,000 | 116 |
| Number of Non-Managed Accounts | $42,315,000 | 9 |
| Total fiduciary and related assets | $242,502,550,000 | 14 |
| Managed Assets ($) | $1,198,963,000 | 118 |
| Non-managed Assets ($) | $241,303,587,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,866,000 | 30 |
| 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 | $42,726,000 | 17 |
| Number of Managed Accounts | $1,467,000 | 115 |
| Number of Non-Managed Accounts | $41,259,000 | 10 |
| Total fiduciary and related assets | $150,263,661,000 | 14 |
| Managed Assets ($) | $1,142,269,000 | 116 |
| Non-managed Assets ($) | $149,121,392,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $109,478,000 | 34 |
| 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 | $41,259,000 | 18 |
| Number of Managed Accounts | $985,000 | 158 |
| Number of Non-Managed Accounts | $40,274,000 | 10 |
| Total fiduciary and related assets | $131,145,380,000 | 15 |
| Managed Assets ($) | $677,422,000 | 171 |
| Non-managed Assets ($) | $130,467,958,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,232,000 | 33 |
| 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 | $40,903,000 | 18 |
| Number of Managed Accounts | $1,178,000 | 139 |
| Number of Non-Managed Accounts | $39,725,000 | 12 |
| Total fiduciary and related assets | $119,148,679,000 | 14 |
| Managed Assets ($) | $648,032,000 | 172 |
| Non-managed Assets ($) | $118,500,647,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,064,000 | 33 |
| 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 | $22,826,000 | 26 |
| Number of Managed Accounts | $717,000 | 201 |
| Number of Non-Managed Accounts | $22,109,000 | 14 |
| Total fiduciary and related assets | $103,315,128,000 | 16 |
| Managed Assets ($) | $640,102,000 | 176 |
| Non-managed Assets ($) | $102,675,026,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,744,000 | 34 |
| 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 | $26,188,000 | 25 |
| Number of Managed Accounts | $733,000 | 204 |
| Number of Non-Managed Accounts | $25,455,000 | 15 |
| Total fiduciary and related assets | $112,504,982,000 | 15 |
| Managed Assets ($) | $619,944,000 | 177 |
| Non-managed Assets ($) | $111,885,038,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $77,472,000 | 40 |
| 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 | $5,050,000 | 67 |
| Number of Managed Accounts | $11,000 | 405 |
| Number of Non-Managed Accounts | $5,039,000 | 35 |
| Total fiduciary and related assets | $74,156,033,000 | 20 |
| Managed Assets ($) | $84,148,000 | 358 |
| Non-managed Assets ($) | $74,071,885,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,309,000 | 40 |
| 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 | $5,033,000 | 67 |
| Number of Managed Accounts | $11,000 | 410 |
| Number of Non-Managed Accounts | $5,022,000 | 36 |
| Total fiduciary and related assets | $79,910,929,000 | 19 |
| Managed Assets ($) | $84,248,000 | 359 |
| Non-managed Assets ($) | $79,826,681,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,986,000 | 41 |
| 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 | $5,125,000 | 67 |
| Number of Managed Accounts | $9,000 | 418 |
| Number of Non-Managed Accounts | $5,116,000 | 35 |
| Total fiduciary and related assets | $68,185,173,000 | 20 |
| Managed Assets ($) | $59,830,000 | 376 |
| Non-managed Assets ($) | $68,125,343,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,988,000 | 41 |
| 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 | $4,986,000 | 74 |
| Number of Managed Accounts | $10,000 | 1,390 |
| Number of Non-Managed Accounts | $4,976,000 | 38 |
| Total fiduciary and related assets | $61,377,749,000 | 25 |
| Managed Assets ($) | $62,010,000 | 598 |
| Non-managed Assets ($) | $61,315,739,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,674,000 | 43 |
| 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 | $4,896,000 | 72 |
| Number of Managed Accounts | $11,000 | 424 |
| Number of Non-Managed Accounts | $4,885,000 | 36 |
| Total fiduciary and related assets | $59,401,265,000 | 23 |
| Managed Assets ($) | $67,977,000 | 372 |
| Non-managed Assets ($) | $59,333,288,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,552,000 | 39 |
| 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 | $4,895,000 | 74 |
| Number of Managed Accounts | $11,000 | 428 |
| Number of Non-Managed Accounts | $4,884,000 | 38 |
| Total fiduciary and related assets | $56,728,032,000 | 24 |
| Managed Assets ($) | $68,171,000 | 374 |
| Non-managed Assets ($) | $56,659,861,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,955,000 | 39 |
| 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 | $17,264,000 | 31 |
| Number of Managed Accounts | $29,000 | 429 |
| Number of Non-Managed Accounts | $17,235,000 | 18 |
| Total fiduciary and related assets | $56,425,093,000 | 23 |
| Managed Assets ($) | $69,712,000 | 384 |
| Non-managed Assets ($) | $56,355,381,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,632,000 | 37 |
| 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 | $17,955,000 | 30 |
| Number of Managed Accounts | $29,000 | 1,178 |
| Number of Non-Managed Accounts | $17,926,000 | 17 |
| Total fiduciary and related assets | $71,532,138,000 | 19 |
| Managed Assets ($) | $83,416,000 | 511 |
| Non-managed Assets ($) | $71,448,722,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,261,000 | 40 |
| 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 | $13,822,000 | 34 |
| Number of Managed Accounts | $29,000 | 1,144 |
| Number of Non-Managed Accounts | $13,793,000 | 16 |
| Total fiduciary and related assets | $56,415,747,000 | 25 |
| Managed Assets ($) | $73,303,000 | 525 |
| Non-managed Assets ($) | $56,342,444,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,726,000 | 50 |
| 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 | $51,545,000 | 50 |
| 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 | $53,799,000 | 50 |
| 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 | $51,963,000 | 53 |
| 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 | $40,877,000 | 59 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |