Home > The Northern Trust Company > Fiduciary and Related Services
The Northern 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 | $116,673,000 | 10 |
| Number of Managed Accounts | $98,798,000 | 4 |
| Number of Non-Managed Accounts | $17,875,000 | 15 |
| Total fiduciary and related assets | $2,141,525,289,000 | 3 |
| Managed Assets ($) | $278,570,389,000 | 5 |
| Non-managed Assets ($) | $1,862,954,900,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,272,103,000 | 4 |
| 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 | $116,137,000 | 9 |
| Number of Managed Accounts | $98,367,000 | 4 |
| Number of Non-Managed Accounts | $17,770,000 | 15 |
| Total fiduciary and related assets | $1,988,005,551,000 | 4 |
| Managed Assets ($) | $261,259,455,000 | 5 |
| Non-managed Assets ($) | $1,726,746,096,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,205,828,000 | 4 |
| 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 | $116,513,000 | 10 |
| Number of Managed Accounts | $98,453,000 | 4 |
| Number of Non-Managed Accounts | $18,060,000 | 15 |
| Total fiduciary and related assets | $2,080,056,938,000 | 3 |
| Managed Assets ($) | $268,539,399,000 | 5 |
| Non-managed Assets ($) | $1,811,517,539,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,116,694,000 | 4 |
| 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 | $116,570,000 | 10 |
| Number of Managed Accounts | $98,320,000 | 4 |
| Number of Non-Managed Accounts | $18,250,000 | 16 |
| Total fiduciary and related assets | $2,035,801,817,000 | 3 |
| Managed Assets ($) | $261,544,166,000 | 5 |
| Non-managed Assets ($) | $1,774,257,651,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,042,288,000 | 4 |
| 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 | $116,986,000 | 9 |
| Number of Managed Accounts | $98,556,000 | 4 |
| Number of Non-Managed Accounts | $18,430,000 | 16 |
| Total fiduciary and related assets | $1,984,234,286,000 | 3 |
| Managed Assets ($) | $251,316,487,000 | 5 |
| Non-managed Assets ($) | $1,732,917,799,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,346,302,000 | 4 |
| 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 | $116,528,000 | 9 |
| Number of Managed Accounts | $98,242,000 | 4 |
| Number of Non-Managed Accounts | $18,286,000 | 16 |
| Total fiduciary and related assets | $1,887,483,740,000 | 3 |
| Managed Assets ($) | $237,992,435,000 | 5 |
| Non-managed Assets ($) | $1,649,491,305,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,326,733,000 | 4 |
| 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 | $116,773,000 | 10 |
| Number of Managed Accounts | $98,295,000 | 4 |
| Number of Non-Managed Accounts | $18,478,000 | 14 |
| Total fiduciary and related assets | $2,038,539,409,000 | 3 |
| Managed Assets ($) | $248,769,214,000 | 4 |
| Non-managed Assets ($) | $1,789,770,195,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,268,813,000 | 4 |
| 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 | $115,499,000 | 10 |
| Number of Managed Accounts | $97,213,000 | 4 |
| Number of Non-Managed Accounts | $18,286,000 | 14 |
| Total fiduciary and related assets | $2,302,395,905,000 | 3 |
| Managed Assets ($) | $277,247,525,000 | 4 |
| Non-managed Assets ($) | $2,025,148,380,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,146,096,000 | 4 |
| 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 | $114,368,000 | 10 |
| Number of Managed Accounts | $96,307,000 | 4 |
| Number of Non-Managed Accounts | $18,061,000 | 14 |
| Total fiduciary and related assets | $2,455,759,872,000 | 3 |
| Managed Assets ($) | $290,140,010,000 | 4 |
| Non-managed Assets ($) | $2,165,619,862,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,282,028,000 | 4 |
| 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 | $111,701,000 | 10 |
| Number of Managed Accounts | $93,740,000 | 4 |
| Number of Non-Managed Accounts | $17,961,000 | 15 |
| Total fiduciary and related assets | $2,366,717,822,000 | 3 |
| Managed Assets ($) | $271,475,985,000 | 4 |
| Non-managed Assets ($) | $2,095,241,837,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,191,164,000 | 4 |
| 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 | $110,431,000 | 10 |
| Number of Managed Accounts | $92,397,000 | 4 |
| Number of Non-Managed Accounts | $18,034,000 | 16 |
| Total fiduciary and related assets | $2,383,585,910,000 | 3 |
| Managed Assets ($) | $270,865,757,000 | 4 |
| Non-managed Assets ($) | $2,112,720,153,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,101,359,000 | 4 |
| 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 | $109,138,000 | 10 |
| Number of Managed Accounts | $91,186,000 | 5 |
| Number of Non-Managed Accounts | $17,952,000 | 16 |
| Total fiduciary and related assets | $2,293,422,174,000 | 3 |
| Managed Assets ($) | $259,622,540,000 | 4 |
| Non-managed Assets ($) | $2,033,799,634,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,047,005,000 | 4 |
| 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 | $107,468,000 | 10 |
| Number of Managed Accounts | $89,700,000 | 5 |
| Number of Non-Managed Accounts | $17,768,000 | 17 |
| Total fiduciary and related assets | $2,277,659,001,000 | 3 |
| Managed Assets ($) | $250,575,677,000 | 4 |
| Non-managed Assets ($) | $2,027,083,324,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,932,409,000 | 4 |
| 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 | $105,887,000 | 10 |
| Number of Managed Accounts | $88,238,000 | 5 |
| Number of Non-Managed Accounts | $17,649,000 | 17 |
| Total fiduciary and related assets | $2,150,145,340,000 | 3 |
| Managed Assets ($) | $228,172,001,000 | 4 |
| Non-managed Assets ($) | $1,921,973,339,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,923,098,000 | 4 |
| 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 | $106,099,000 | 10 |
| Number of Managed Accounts | $88,349,000 | 5 |
| Number of Non-Managed Accounts | $17,750,000 | 17 |
| Total fiduciary and related assets | $2,031,204,509,000 | 3 |
| Managed Assets ($) | $220,211,193,000 | 4 |
| Non-managed Assets ($) | $1,810,993,316,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,934,204,000 | 4 |
| 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 | $105,257,000 | 10 |
| Number of Managed Accounts | $87,766,000 | 5 |
| Number of Non-Managed Accounts | $17,491,000 | 17 |
| Total fiduciary and related assets | $1,843,816,810,000 | 3 |
| Managed Assets ($) | $201,058,159,000 | 4 |
| Non-managed Assets ($) | $1,642,758,651,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $987,915,000 | 4 |
| 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 | $104,460,000 | 9 |
| Number of Managed Accounts | $86,960,000 | 5 |
| Number of Non-Managed Accounts | $17,500,000 | 18 |
| Total fiduciary and related assets | $2,079,705,258,000 | 3 |
| Managed Assets ($) | $232,981,655,000 | 4 |
| Non-managed Assets ($) | $1,846,723,603,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,792,655,000 | 4 |
| 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 | $103,591,000 | 10 |
| Number of Managed Accounts | $86,079,000 | 5 |
| Number of Non-Managed Accounts | $17,512,000 | 18 |
| Total fiduciary and related assets | $2,000,474,637,000 | 3 |
| Managed Assets ($) | $221,035,537,000 | 5 |
| Non-managed Assets ($) | $1,779,439,100,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,814,978,000 | 4 |
| 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 | $103,518,000 | 9 |
| Number of Managed Accounts | $85,893,000 | 5 |
| Number of Non-Managed Accounts | $17,625,000 | 18 |
| Total fiduciary and related assets | $1,986,370,825,000 | 3 |
| Managed Assets ($) | $218,922,676,000 | 4 |
| Non-managed Assets ($) | $1,767,448,149,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,855,278,000 | 4 |
| 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 | $103,508,000 | 9 |
| Number of Managed Accounts | $85,769,000 | 5 |
| Number of Non-Managed Accounts | $17,739,000 | 18 |
| Total fiduciary and related assets | $1,948,824,288,000 | 3 |
| Managed Assets ($) | $215,171,744,000 | 4 |
| Non-managed Assets ($) | $1,733,652,544,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,512,000 | 4 |
| 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 | $102,864,000 | 9 |
| Number of Managed Accounts | $85,176,000 | 5 |
| Number of Non-Managed Accounts | $17,688,000 | 17 |
| Total fiduciary and related assets | $1,807,473,392,000 | 3 |
| Managed Assets ($) | $201,831,739,000 | 4 |
| Non-managed Assets ($) | $1,605,641,653,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,678,199,000 | 4 |
| 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 | $101,931,000 | 10 |
| Number of Managed Accounts | $84,494,000 | 5 |
| Number of Non-Managed Accounts | $17,437,000 | 17 |
| Total fiduciary and related assets | $1,949,780,688,000 | 3 |
| Managed Assets ($) | $217,577,398,000 | 4 |
| Non-managed Assets ($) | $1,732,203,290,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,763,290,000 | 4 |
| 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 | $101,460,000 | 9 |
| Number of Managed Accounts | $84,051,000 | 5 |
| Number of Non-Managed Accounts | $17,409,000 | 16 |
| Total fiduciary and related assets | $1,918,098,635,000 | 3 |
| Managed Assets ($) | $210,794,340,000 | 4 |
| Non-managed Assets ($) | $1,707,304,295,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,843,654,000 | 4 |
| 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 | $100,872,000 | 10 |
| Number of Managed Accounts | $83,446,000 | 5 |
| Number of Non-Managed Accounts | $17,426,000 | 17 |
| Total fiduciary and related assets | $1,935,429,164,000 | 3 |
| Managed Assets ($) | $212,194,288,000 | 4 |
| Non-managed Assets ($) | $1,723,234,876,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $919,052,000 | 4 |
| 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 | $98,300,000 | 10 |
| Number of Managed Accounts | $81,787,000 | 5 |
| Number of Non-Managed Accounts | $16,513,000 | 17 |
| Total fiduciary and related assets | $1,909,450,367,000 | 3 |
| Managed Assets ($) | $202,416,167,000 | 4 |
| Non-managed Assets ($) | $1,707,034,200,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,337,374,000 | 4 |
| 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 | $97,384,000 | 10 |
| Number of Managed Accounts | $80,993,000 | 5 |
| Number of Non-Managed Accounts | $16,391,000 | 17 |
| Total fiduciary and related assets | $1,854,858,094,000 | 3 |
| Managed Assets ($) | $195,191,039,000 | 4 |
| Non-managed Assets ($) | $1,659,667,055,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,451,612,000 | 4 |
| 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 | $96,830,000 | 10 |
| Number of Managed Accounts | $80,640,000 | 5 |
| Number of Non-Managed Accounts | $16,190,000 | 17 |
| Total fiduciary and related assets | $1,715,117,199,000 | 3 |
| Managed Assets ($) | $181,500,353,000 | 4 |
| Non-managed Assets ($) | $1,533,616,846,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,608,560,000 | 4 |
| 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 | $96,349,000 | 10 |
| Number of Managed Accounts | $80,327,000 | 5 |
| Number of Non-Managed Accounts | $16,022,000 | 17 |
| Total fiduciary and related assets | $1,681,182,310,000 | 3 |
| Managed Assets ($) | $178,187,436,000 | 4 |
| Non-managed Assets ($) | $1,502,994,874,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $784,908,000 | 4 |
| 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 | $95,674,000 | 10 |
| Number of Managed Accounts | $79,686,000 | 5 |
| Number of Non-Managed Accounts | $15,988,000 | 16 |
| Total fiduciary and related assets | $1,589,156,779,000 | 3 |
| Managed Assets ($) | $172,424,019,000 | 4 |
| Non-managed Assets ($) | $1,416,732,760,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,023,990,000 | 4 |
| 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 | $95,056,000 | 10 |
| Number of Managed Accounts | $79,298,000 | 5 |
| Number of Non-Managed Accounts | $15,758,000 | 15 |
| Total fiduciary and related assets | $1,617,688,695,000 | 3 |
| Managed Assets ($) | $169,006,164,000 | 5 |
| Non-managed Assets ($) | $1,448,682,531,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,250,974,000 | 4 |
| 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 | $94,676,000 | 10 |
| Number of Managed Accounts | $79,106,000 | 5 |
| Number of Non-Managed Accounts | $15,570,000 | 16 |
| Total fiduciary and related assets | $1,539,679,169,000 | 3 |
| Managed Assets ($) | $164,673,292,000 | 5 |
| Non-managed Assets ($) | $1,375,005,877,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,484,511,000 | 4 |
| 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 | $94,121,000 | 10 |
| Number of Managed Accounts | $78,524,000 | 5 |
| Number of Non-Managed Accounts | $15,597,000 | 16 |
| Total fiduciary and related assets | $1,511,096,644,000 | 3 |
| Managed Assets ($) | $161,901,144,000 | 5 |
| Non-managed Assets ($) | $1,349,195,500,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $727,779,000 | 4 |
| 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 | $93,768,000 | 10 |
| Number of Managed Accounts | $78,156,000 | 5 |
| Number of Non-Managed Accounts | $15,612,000 | 15 |
| Total fiduciary and related assets | $1,503,829,317,000 | 3 |
| Managed Assets ($) | $159,519,885,000 | 5 |
| Non-managed Assets ($) | $1,344,309,432,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,913,758,000 | 4 |
| 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 | $93,306,000 | 10 |
| Number of Managed Accounts | $77,771,000 | 5 |
| Number of Non-Managed Accounts | $15,535,000 | 14 |
| Total fiduciary and related assets | $1,497,006,794,000 | 3 |
| Managed Assets ($) | $156,957,653,000 | 5 |
| Non-managed Assets ($) | $1,340,049,141,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,187,425,000 | 4 |
| 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 | $92,919,000 | 10 |
| Number of Managed Accounts | $77,401,000 | 6 |
| Number of Non-Managed Accounts | $15,518,000 | 13 |
| Total fiduciary and related assets | $1,598,635,080,000 | 3 |
| Managed Assets ($) | $163,788,304,000 | 5 |
| Non-managed Assets ($) | $1,434,846,776,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,458,188,000 | 4 |
| 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 | $92,517,000 | 10 |
| Number of Managed Accounts | $77,044,000 | 5 |
| Number of Non-Managed Accounts | $15,473,000 | 15 |
| Total fiduciary and related assets | $1,607,265,150,000 | 3 |
| Managed Assets ($) | $164,300,025,000 | 5 |
| Non-managed Assets ($) | $1,442,965,125,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $716,007,000 | 4 |
| 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 | $91,970,000 | 10 |
| Number of Managed Accounts | $76,566,000 | 5 |
| Number of Non-Managed Accounts | $15,404,000 | 15 |
| Total fiduciary and related assets | $1,567,033,716,000 | 3 |
| Managed Assets ($) | $164,071,496,000 | 5 |
| Non-managed Assets ($) | $1,402,962,220,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,791,391,000 | 4 |
| 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 | $91,478,000 | 10 |
| Number of Managed Accounts | $76,157,000 | 5 |
| Number of Non-Managed Accounts | $15,321,000 | 15 |
| Total fiduciary and related assets | $1,579,574,182,000 | 3 |
| Managed Assets ($) | $160,944,833,000 | 5 |
| Non-managed Assets ($) | $1,418,629,349,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,074,142,000 | 4 |
| 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 | $91,104,000 | 10 |
| Number of Managed Accounts | $76,028,000 | 5 |
| Number of Non-Managed Accounts | $15,076,000 | 15 |
| Total fiduciary and related assets | $1,574,785,774,000 | 3 |
| Managed Assets ($) | $163,687,729,000 | 6 |
| Non-managed Assets ($) | $1,411,098,045,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,367,368,000 | 4 |
| 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 | $90,614,000 | 11 |
| Number of Managed Accounts | $75,545,000 | 5 |
| Number of Non-Managed Accounts | $15,069,000 | 16 |
| Total fiduciary and related assets | $1,515,525,909,000 | 4 |
| Managed Assets ($) | $158,934,358,000 | 6 |
| Non-managed Assets ($) | $1,356,591,551,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $670,050,000 | 4 |
| 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 | $89,986,000 | 11 |
| Number of Managed Accounts | $74,960,000 | 5 |
| Number of Non-Managed Accounts | $15,026,000 | 15 |
| Total fiduciary and related assets | $1,490,968,629,000 | 4 |
| Managed Assets ($) | $156,791,677,000 | 6 |
| Non-managed Assets ($) | $1,334,176,952,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,404,859,000 | 4 |
| 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 | $89,404,000 | 11 |
| Number of Managed Accounts | $74,145,000 | 5 |
| Number of Non-Managed Accounts | $15,259,000 | 15 |
| Total fiduciary and related assets | $1,424,752,422,000 | 4 |
| Managed Assets ($) | $149,133,759,000 | 6 |
| Non-managed Assets ($) | $1,275,618,663,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,785,646,000 | 4 |
| 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 | $88,949,000 | 11 |
| Number of Managed Accounts | $73,917,000 | 4 |
| Number of Non-Managed Accounts | $15,032,000 | 16 |
| Total fiduciary and related assets | $1,435,788,065,000 | 4 |
| Managed Assets ($) | $143,469,416,000 | 6 |
| Non-managed Assets ($) | $1,292,318,649,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,189,437,000 | 4 |
| 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 | $88,155,000 | 11 |
| Number of Managed Accounts | $73,164,000 | 4 |
| Number of Non-Managed Accounts | $14,991,000 | 16 |
| Total fiduciary and related assets | $1,450,368,066,000 | 4 |
| Managed Assets ($) | $145,069,721,000 | 6 |
| Non-managed Assets ($) | $1,305,298,345,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $582,181,000 | 4 |
| 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 | $87,621,000 | 11 |
| Number of Managed Accounts | $72,566,000 | 4 |
| Number of Non-Managed Accounts | $15,055,000 | 16 |
| Total fiduciary and related assets | $1,376,158,140,000 | 4 |
| Managed Assets ($) | $140,965,575,000 | 6 |
| Non-managed Assets ($) | $1,235,192,565,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,208,225,000 | 4 |
| 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 | $85,162,000 | 13 |
| Number of Managed Accounts | $70,463,000 | 5 |
| Number of Non-Managed Accounts | $14,699,000 | 16 |
| Total fiduciary and related assets | $1,402,967,322,000 | 4 |
| Managed Assets ($) | $138,224,830,000 | 6 |
| Non-managed Assets ($) | $1,264,742,492,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,636,468,000 | 4 |
| 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 | $85,446,000 | 12 |
| Number of Managed Accounts | $70,526,000 | 5 |
| Number of Non-Managed Accounts | $14,920,000 | 16 |
| Total fiduciary and related assets | $1,456,416,872,000 | 4 |
| Managed Assets ($) | $132,694,200,000 | 6 |
| Non-managed Assets ($) | $1,323,722,672,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,085,780,000 | 4 |
| 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 | $85,345,000 | 12 |
| Number of Managed Accounts | $70,424,000 | 5 |
| Number of Non-Managed Accounts | $14,921,000 | 16 |
| Total fiduciary and related assets | $1,515,522,488,000 | 4 |
| Managed Assets ($) | $137,545,585,000 | 6 |
| Non-managed Assets ($) | $1,377,976,903,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $527,240,000 | 4 |
| 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 | $85,195,000 | 11 |
| Number of Managed Accounts | $70,226,000 | 5 |
| Number of Non-Managed Accounts | $14,969,000 | 15 |
| Total fiduciary and related assets | $1,546,943,845,000 | 3 |
| Managed Assets ($) | $127,368,098,000 | 5 |
| Non-managed Assets ($) | $1,419,575,747,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,034,590,000 | 4 |
| 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 | $39,452,000 | 16 |
| Number of Managed Accounts | $24,376,000 | 11 |
| Number of Non-Managed Accounts | $15,076,000 | 16 |
| Total fiduciary and related assets | $1,535,364,094,000 | 3 |
| Managed Assets ($) | $51,779,692,000 | 11 |
| Non-managed Assets ($) | $1,483,584,402,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,319,898,000 | 5 |
| 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 | $38,565,000 | 15 |
| Number of Managed Accounts | $23,811,000 | 11 |
| Number of Non-Managed Accounts | $14,754,000 | 16 |
| Total fiduciary and related assets | $1,678,876,735,000 | 3 |
| Managed Assets ($) | $55,589,354,000 | 10 |
| Non-managed Assets ($) | $1,623,287,381,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $822,421,000 | 5 |
| 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 | $37,679,000 | 15 |
| Number of Managed Accounts | $22,910,000 | 10 |
| Number of Non-Managed Accounts | $14,769,000 | 15 |
| Total fiduciary and related assets | $1,686,068,239,000 | 3 |
| Managed Assets ($) | $56,034,233,000 | 9 |
| Non-managed Assets ($) | $1,630,034,006,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $392,826,000 | 5 |
| 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 | $35,975,000 | 14 |
| Number of Managed Accounts | $21,656,000 | 10 |
| Number of Non-Managed Accounts | $14,319,000 | 16 |
| Total fiduciary and related assets | $1,563,699,924,000 | 3 |
| Managed Assets ($) | $52,954,883,000 | 12 |
| Non-managed Assets ($) | $1,510,745,041,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,639,150,000 | 5 |
| 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 | $34,458,000 | 14 |
| Number of Managed Accounts | $20,291,000 | 13 |
| Number of Non-Managed Accounts | $14,167,000 | 16 |
| Total fiduciary and related assets | $1,541,734,248,000 | 3 |
| Managed Assets ($) | $48,596,406,000 | 12 |
| Non-managed Assets ($) | $1,493,137,842,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,250,819,000 | 4 |
| 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 | $33,729,000 | 15 |
| Number of Managed Accounts | $19,622,000 | 14 |
| Number of Non-Managed Accounts | $14,107,000 | 17 |
| Total fiduciary and related assets | $1,388,785,704,000 | 3 |
| Managed Assets ($) | $44,880,961,000 | 12 |
| Non-managed Assets ($) | $1,343,904,743,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $838,117,000 | 4 |
| 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 | $32,802,000 | 16 |
| Number of Managed Accounts | $18,778,000 | 14 |
| Number of Non-Managed Accounts | $14,024,000 | 17 |
| Total fiduciary and related assets | $1,493,531,362,000 | 3 |
| Managed Assets ($) | $46,930,835,000 | 13 |
| Non-managed Assets ($) | $1,446,600,527,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $407,784,000 | 6 |
| 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 | $31,962,000 | 17 |
| Number of Managed Accounts | $18,066,000 | 15 |
| Number of Non-Managed Accounts | $13,896,000 | 18 |
| Total fiduciary and related assets | $1,468,902,384,000 | 3 |
| Managed Assets ($) | $45,466,436,000 | 12 |
| Non-managed Assets ($) | $1,423,435,948,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,688,037,000 | 4 |
| 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 | $71,215,000 | 11 |
| Number of Managed Accounts | $22,451,000 | 14 |
| Number of Non-Managed Accounts | $48,764,000 | 10 |
| Total fiduciary and related assets | $3,329,076,054,000 | 2 |
| Managed Assets ($) | $435,432,225,000 | 2 |
| Non-managed Assets ($) | $2,893,643,829,000 | 1 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,414,000 | 4 |
| 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 | $69,963,000 | 11 |
| Number of Managed Accounts | $21,747,000 | 16 |
| Number of Non-Managed Accounts | $48,216,000 | 10 |
| Total fiduciary and related assets | $3,012,363,443,000 | 2 |
| Managed Assets ($) | $396,756,653,000 | 2 |
| Non-managed Assets ($) | $2,615,606,790,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $825,827,000 | 4 |
| 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 | $69,328,000 | 10 |
| Number of Managed Accounts | $21,357,000 | 17 |
| Number of Non-Managed Accounts | $47,971,000 | 9 |
| Total fiduciary and related assets | $2,653,059,307,000 | 2 |
| Managed Assets ($) | $369,185,892,000 | 2 |
| Non-managed Assets ($) | $2,283,873,415,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,126,000 | 6 |
| 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 | $28,662,000 | 26 |
| Number of Managed Accounts | $14,870,000 | 18 |
| Number of Non-Managed Accounts | $13,792,000 | 20 |
| Total fiduciary and related assets | $1,237,723,006,000 | 4 |
| Managed Assets ($) | $39,405,922,000 | 15 |
| Non-managed Assets ($) | $1,198,317,084,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,682,698,000 | 5 |
| 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 | $68,076,000 | 11 |
| Number of Managed Accounts | $20,579,000 | 16 |
| Number of Non-Managed Accounts | $47,497,000 | 9 |
| Total fiduciary and related assets | $3,226,702,306,000 | 2 |
| Managed Assets ($) | $407,563,011,000 | 2 |
| Non-managed Assets ($) | $2,819,139,295,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,288,167,000 | 5 |
| 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 | $67,202,000 | 15 |
| Number of Managed Accounts | $20,342,000 | 15 |
| Number of Non-Managed Accounts | $46,860,000 | 11 |
| Total fiduciary and related assets | $3,570,291,756,000 | 2 |
| Managed Assets ($) | $442,652,075,000 | 2 |
| Non-managed Assets ($) | $3,127,639,681,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $930,961,000 | 5 |
| 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 | $67,081,000 | 11 |
| Number of Managed Accounts | $20,944,000 | 15 |
| Number of Non-Managed Accounts | $46,137,000 | 10 |
| Total fiduciary and related assets | $3,541,147,678,000 | 2 |
| Managed Assets ($) | $438,442,804,000 | 2 |
| Non-managed Assets ($) | $3,102,704,874,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $407,824,000 | 5 |
| 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 | $65,767,000 | 11 |
| Number of Managed Accounts | $20,406,000 | 16 |
| Number of Non-Managed Accounts | $45,361,000 | 10 |
| Total fiduciary and related assets | $3,679,348,698,000 | 2 |
| Managed Assets ($) | $413,230,623,000 | 2 |
| Non-managed Assets ($) | $3,266,118,075,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,605,297,000 | 5 |
| 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 | $62,564,000 | 11 |
| Number of Managed Accounts | $20,021,000 | 16 |
| Number of Non-Managed Accounts | $42,543,000 | 10 |
| Total fiduciary and related assets | $3,646,093,190,000 | 2 |
| Managed Assets ($) | $403,145,191,000 | 2 |
| Non-managed Assets ($) | $3,242,947,999,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,179,733,000 | 5 |
| 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 | $62,593,000 | 11 |
| Number of Managed Accounts | $19,695,000 | 14 |
| Number of Non-Managed Accounts | $42,898,000 | 10 |
| Total fiduciary and related assets | $3,501,667,509,000 | 2 |
| Managed Assets ($) | $394,160,102,000 | 2 |
| Non-managed Assets ($) | $3,107,507,407,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $789,240,000 | 5 |
| 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 | $57,773,000 | 13 |
| Number of Managed Accounts | $19,256,000 | 15 |
| Number of Non-Managed Accounts | $38,517,000 | 11 |
| Total fiduciary and related assets | $3,326,006,594,000 | 2 |
| Managed Assets ($) | $362,374,284,000 | 2 |
| Non-managed Assets ($) | $2,963,632,310,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,217,000 | 5 |
| 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 | $56,965,000 | 12 |
| Number of Managed Accounts | $19,056,000 | 15 |
| Number of Non-Managed Accounts | $37,909,000 | 11 |
| Total fiduciary and related assets | $3,171,844,677,000 | 2 |
| Managed Assets ($) | $354,493,472,000 | 2 |
| Non-managed Assets ($) | $2,817,351,205,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,378,256,000 | 5 |
| 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 | $55,152,000 | 10 |
| Number of Managed Accounts | $18,455,000 | 15 |
| Number of Non-Managed Accounts | $36,697,000 | 11 |
| Total fiduciary and related assets | $2,937,636,189,000 | 2 |
| Managed Assets ($) | $329,648,773,000 | 2 |
| Non-managed Assets ($) | $2,607,987,416,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,027,038,000 | 5 |
| 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 | $54,533,000 | 10 |
| Number of Managed Accounts | $18,144,000 | 13 |
| Number of Non-Managed Accounts | $36,389,000 | 12 |
| Total fiduciary and related assets | $2,808,066,055,000 | 2 |
| Managed Assets ($) | $316,539,352,000 | 2 |
| Non-managed Assets ($) | $2,491,526,703,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $690,521,000 | 5 |
| 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 | $53,080,000 | 10 |
| Number of Managed Accounts | $17,703,000 | 13 |
| Number of Non-Managed Accounts | $35,377,000 | 12 |
| Total fiduciary and related assets | $2,766,770,439,000 | 2 |
| Managed Assets ($) | $324,017,208,000 | 2 |
| Non-managed Assets ($) | $2,442,753,231,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $340,440,000 | 5 |
| 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 | $52,446,000 | 11 |
| Number of Managed Accounts | $17,624,000 | 15 |
| Number of Non-Managed Accounts | $34,822,000 | 12 |
| Total fiduciary and related assets | $2,592,368,883,000 | 2 |
| Managed Assets ($) | $315,616,053,000 | 2 |
| Non-managed Assets ($) | $2,276,752,830,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,174,151,000 | 6 |
| 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 | $51,144,000 | 11 |
| Number of Managed Accounts | $17,484,000 | 13 |
| Number of Non-Managed Accounts | $33,660,000 | 12 |
| Total fiduciary and related assets | $2,517,196,510,000 | 2 |
| Managed Assets ($) | $310,135,604,000 | 2 |
| Non-managed Assets ($) | $2,207,060,906,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $869,355,000 | 6 |
| 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 | $50,522,000 | 12 |
| Number of Managed Accounts | $17,475,000 | 12 |
| Number of Non-Managed Accounts | $33,047,000 | 14 |
| Total fiduciary and related assets | $2,378,729,831,000 | 2 |
| Managed Assets ($) | $302,325,256,000 | 2 |
| Non-managed Assets ($) | $2,076,404,575,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $569,164,000 | 6 |
| 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 | $49,035,000 | 13 |
| Number of Managed Accounts | $17,599,000 | 14 |
| Number of Non-Managed Accounts | $31,436,000 | 13 |
| Total fiduciary and related assets | $2,292,506,085,000 | 2 |
| Managed Assets ($) | $300,390,544,000 | 2 |
| Non-managed Assets ($) | $1,992,115,541,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $262,680,000 | 5 |
| 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 | $48,606,000 | 15 |
| Number of Managed Accounts | $17,477,000 | 14 |
| Number of Non-Managed Accounts | $31,129,000 | 14 |
| Total fiduciary and related assets | $2,269,856,423,000 | 2 |
| Managed Assets ($) | $307,611,221,000 | 2 |
| Non-managed Assets ($) | $1,962,245,202,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $976,998,000 | 5 |
| 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 | $47,780,000 | 14 |
| Number of Managed Accounts | $17,394,000 | 14 |
| Number of Non-Managed Accounts | $30,386,000 | 15 |
| Total fiduciary and related assets | $2,056,885,537,000 | 2 |
| Managed Assets ($) | $293,957,882,000 | 2 |
| Non-managed Assets ($) | $1,762,927,655,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $729,770,000 | 5 |
| 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 | $47,108,000 | 16 |
| Number of Managed Accounts | $17,369,000 | 14 |
| Number of Non-Managed Accounts | $29,739,000 | 15 |
| Total fiduciary and related assets | $1,957,542,421,000 | 2 |
| Managed Assets ($) | $295,547,358,000 | 2 |
| Non-managed Assets ($) | $1,661,995,063,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $491,059,000 | 5 |
| 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 | $47,151,000 | 16 |
| Number of Managed Accounts | $17,913,000 | 14 |
| Number of Non-Managed Accounts | $29,238,000 | 15 |
| Total fiduciary and related assets | $1,957,258,641,000 | 2 |
| Managed Assets ($) | $295,633,927,000 | 2 |
| Non-managed Assets ($) | $1,661,624,714,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $241,857,000 | 5 |
| 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 | $46,721,000 | 17 |
| Number of Managed Accounts | $17,770,000 | 14 |
| Number of Non-Managed Accounts | $28,951,000 | 15 |
| Total fiduciary and related assets | $1,857,783,673,000 | 2 |
| Managed Assets ($) | $283,276,733,000 | 2 |
| Non-managed Assets ($) | $1,574,506,940,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,386,000 | 5 |
| 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 | $46,410,000 | 16 |
| Number of Managed Accounts | $17,630,000 | 13 |
| Number of Non-Managed Accounts | $28,780,000 | 15 |
| Total fiduciary and related assets | $1,661,037,031,000 | 2 |
| Managed Assets ($) | $259,040,808,000 | 2 |
| Non-managed Assets ($) | $1,401,996,223,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $649,165,000 | 5 |
| 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 | $47,522,000 | 17 |
| Number of Managed Accounts | $18,172,000 | 13 |
| Number of Non-Managed Accounts | $29,350,000 | 16 |
| Total fiduciary and related assets | $1,580,426,475,000 | 2 |
| Managed Assets ($) | $251,618,461,000 | 2 |
| Non-managed Assets ($) | $1,328,808,014,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $425,918,000 | 5 |
| 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 | $47,078,000 | 17 |
| Number of Managed Accounts | $17,732,000 | 14 |
| Number of Non-Managed Accounts | $29,346,000 | 15 |
| Total fiduciary and related assets | $1,365,842,900,000 | 2 |
| Managed Assets ($) | $215,852,631,000 | 2 |
| Non-managed Assets ($) | $1,149,990,269,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $208,177,000 | 5 |
| 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 | $46,702,000 | 16 |
| Number of Managed Accounts | $17,706,000 | 14 |
| Number of Non-Managed Accounts | $28,996,000 | 14 |
| Total fiduciary and related assets | $1,293,940,969,000 | 2 |
| Managed Assets ($) | $162,117,570,000 | 3 |
| Non-managed Assets ($) | $1,131,823,399,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $854,905,000 | 5 |
| 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 | $44,005,000 | 14 |
| Number of Managed Accounts | $17,376,000 | 16 |
| Number of Non-Managed Accounts | $26,629,000 | 11 |
| Total fiduciary and related assets | $1,454,907,136,000 | 2 |
| Managed Assets ($) | $179,904,666,000 | 3 |
| Non-managed Assets ($) | $1,275,002,470,000 | 2 |
| Memoranda | ||
| Gross Fiduciary activities income | $852,449,000 | 5 |
| 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 | $748,536,000 | 8 |
| 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 | $599,721,000 | 8 |
| 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 | $522,947,000 | 10 |
| 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 | $456,854,000 | 8 |
| 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 | $397,815,000 | 7 |
| 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 | $348,250,000 | 8 |
| 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 | $326,719,000 | 8 |
| 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 | $297,845,000 | 7 |
| 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 | $273,294,000 | 7 |