Home > Wells Fargo Bank > Fiduciary and Related Services
Wells Fargo Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $98,074,000 | 11 |
| Number of Managed Accounts | $73,962,000 | 5 |
| Number of Non-Managed Accounts | $24,112,000 | 14 |
| Total fiduciary and related assets | $297,680,000,000 | 13 |
| Managed Assets ($) | $146,066,000,000 | 10 |
| Non-managed Assets ($) | $151,614,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $874,000,000 | 12 |
| 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 | $101,616,000 | 10 |
| Number of Managed Accounts | $75,654,000 | 5 |
| Number of Non-Managed Accounts | $25,962,000 | 13 |
| Total fiduciary and related assets | $298,896,000,000 | 12 |
| Managed Assets ($) | $139,086,000,000 | 10 |
| Non-managed Assets ($) | $159,810,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $658,000,000 | 12 |
| 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 | $106,029,000 | 11 |
| Number of Managed Accounts | $77,216,000 | 5 |
| Number of Non-Managed Accounts | $28,813,000 | 13 |
| Total fiduciary and related assets | $348,586,000,000 | 10 |
| Managed Assets ($) | $146,086,000,000 | 9 |
| Non-managed Assets ($) | $202,500,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $440,000,000 | 12 |
| 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 | $110,231,000 | 11 |
| Number of Managed Accounts | $78,644,000 | 5 |
| Number of Non-Managed Accounts | $31,587,000 | 13 |
| Total fiduciary and related assets | $360,949,000,000 | 11 |
| Managed Assets ($) | $146,147,000,000 | 10 |
| Non-managed Assets ($) | $214,802,000,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $222,000,000 | 12 |
| 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 | $115,718,000 | 11 |
| Number of Managed Accounts | $82,932,000 | 5 |
| Number of Non-Managed Accounts | $32,786,000 | 12 |
| Total fiduciary and related assets | $365,049,000,000 | 10 |
| Managed Assets ($) | $144,310,000,000 | 9 |
| Non-managed Assets ($) | $220,739,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $963,000,000 | 10 |
| 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 | $113,790,000 | 10 |
| Number of Managed Accounts | $80,695,000 | 5 |
| Number of Non-Managed Accounts | $33,095,000 | 12 |
| Total fiduciary and related assets | $370,308,000,000 | 10 |
| Managed Assets ($) | $140,322,000,000 | 8 |
| Non-managed Assets ($) | $229,986,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $737,000,000 | 10 |
| 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 | $117,367,000 | 9 |
| Number of Managed Accounts | $82,690,000 | 5 |
| Number of Non-Managed Accounts | $34,677,000 | 10 |
| Total fiduciary and related assets | $400,715,000,000 | 8 |
| Managed Assets ($) | $151,366,000,000 | 6 |
| Non-managed Assets ($) | $249,349,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $509,000,000 | 9 |
| 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 | $126,870,000 | 9 |
| Number of Managed Accounts | $88,152,000 | 5 |
| Number of Non-Managed Accounts | $38,718,000 | 8 |
| Total fiduciary and related assets | $479,857,000,000 | 8 |
| Managed Assets ($) | $173,609,000,000 | 6 |
| Non-managed Assets ($) | $306,248,000,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $270,000,000 | 9 |
| 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 | $135,366,000 | 9 |
| Number of Managed Accounts | $90,951,000 | 5 |
| Number of Non-Managed Accounts | $44,415,000 | 7 |
| Total fiduciary and related assets | $720,390,000,000 | 8 |
| Managed Assets ($) | $206,736,000,000 | 5 |
| Non-managed Assets ($) | $513,654,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,474,000,000 | 8 |
| 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 | $141,646,000 | 9 |
| Number of Managed Accounts | $91,985,000 | 5 |
| Number of Non-Managed Accounts | $49,661,000 | 8 |
| Total fiduciary and related assets | $742,598,000,000 | 7 |
| Managed Assets ($) | $204,316,000,000 | 5 |
| Non-managed Assets ($) | $538,282,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,152,000,000 | 7 |
| 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 | $142,194,000 | 9 |
| Number of Managed Accounts | $91,758,000 | 5 |
| Number of Non-Managed Accounts | $50,436,000 | 8 |
| Total fiduciary and related assets | $759,707,000,000 | 7 |
| Managed Assets ($) | $211,179,000,000 | 5 |
| Non-managed Assets ($) | $548,528,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $769,000,000 | 7 |
| 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 | $142,065,000 | 7 |
| Number of Managed Accounts | $91,325,000 | 4 |
| Number of Non-Managed Accounts | $50,740,000 | 8 |
| Total fiduciary and related assets | $878,177,000,000 | 7 |
| Managed Assets ($) | $207,473,000,000 | 5 |
| Non-managed Assets ($) | $670,704,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $381,000,000 | 7 |
| 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 | $145,398,000 | 7 |
| Number of Managed Accounts | $93,671,000 | 4 |
| Number of Non-Managed Accounts | $51,727,000 | 8 |
| Total fiduciary and related assets | $971,648,000,000 | 7 |
| Managed Assets ($) | $205,833,000,000 | 5 |
| Non-managed Assets ($) | $765,815,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,474,000,000 | 7 |
| 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 | $145,911,000 | 7 |
| Number of Managed Accounts | $94,049,000 | 4 |
| Number of Non-Managed Accounts | $51,862,000 | 8 |
| Total fiduciary and related assets | $955,011,000,000 | 7 |
| Managed Assets ($) | $190,993,000,000 | 5 |
| Non-managed Assets ($) | $764,018,000,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,095,000,000 | 7 |
| 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 | $146,967,000 | 7 |
| Number of Managed Accounts | $94,640,000 | 3 |
| Number of Non-Managed Accounts | $52,327,000 | 8 |
| Total fiduciary and related assets | $964,624,000,000 | 7 |
| Managed Assets ($) | $188,300,000,000 | 5 |
| Non-managed Assets ($) | $776,324,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $724,000,000 | 7 |
| 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 | $147,289,000 | 7 |
| Number of Managed Accounts | $94,456,000 | 3 |
| Number of Non-Managed Accounts | $52,833,000 | 8 |
| Total fiduciary and related assets | $943,466,000,000 | 6 |
| Managed Assets ($) | $175,273,000,000 | 5 |
| Non-managed Assets ($) | $768,193,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $367,000,000 | 7 |
| 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 | $150,049,000 | 7 |
| Number of Managed Accounts | $96,693,000 | 3 |
| Number of Non-Managed Accounts | $53,356,000 | 8 |
| Total fiduciary and related assets | $1,030,226,000,000 | 6 |
| Managed Assets ($) | $197,074,000,000 | 5 |
| Non-managed Assets ($) | $833,152,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,692,000,000 | 7 |
| 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 | $149,732,000 | 7 |
| Number of Managed Accounts | $97,765,000 | 3 |
| Number of Non-Managed Accounts | $51,967,000 | 8 |
| Total fiduciary and related assets | $1,013,869,000,000 | 6 |
| Managed Assets ($) | $188,474,000,000 | 6 |
| Non-managed Assets ($) | $825,395,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,311,000,000 | 7 |
| 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 | $153,036,000 | 7 |
| Number of Managed Accounts | $98,934,000 | 3 |
| Number of Non-Managed Accounts | $54,102,000 | 8 |
| Total fiduciary and related assets | $1,010,053,000,000 | 6 |
| Managed Assets ($) | $186,943,000,000 | 5 |
| Non-managed Assets ($) | $823,110,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $938,000,000 | 7 |
| 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 | $153,981,000 | 6 |
| Number of Managed Accounts | $99,760,000 | 3 |
| Number of Non-Managed Accounts | $54,221,000 | 7 |
| Total fiduciary and related assets | $987,404,000,000 | 6 |
| Managed Assets ($) | $184,646,000,000 | 5 |
| Non-managed Assets ($) | $802,758,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $472,000,000 | 6 |
| 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 | $156,156,000 | 6 |
| Number of Managed Accounts | $101,501,000 | 3 |
| Number of Non-Managed Accounts | $54,655,000 | 7 |
| Total fiduciary and related assets | $955,736,000,000 | 6 |
| Managed Assets ($) | $172,413,000,000 | 5 |
| Non-managed Assets ($) | $783,323,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,961,000,000 | 6 |
| 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 | $157,265,000 | 8 |
| Number of Managed Accounts | $102,258,000 | 4 |
| Number of Non-Managed Accounts | $55,007,000 | 8 |
| Total fiduciary and related assets | $1,007,204,000,000 | 6 |
| Managed Assets ($) | $186,188,000,000 | 5 |
| Non-managed Assets ($) | $821,016,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,490,000,000 | 5 |
| 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 | $158,779,000 | 7 |
| Number of Managed Accounts | $103,111,000 | 4 |
| Number of Non-Managed Accounts | $55,668,000 | 7 |
| Total fiduciary and related assets | $1,012,322,000,000 | 7 |
| Managed Assets ($) | $183,514,000,000 | 5 |
| Non-managed Assets ($) | $828,808,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $995,000,000 | 5 |
| 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 | $159,171,000 | 7 |
| Number of Managed Accounts | $102,742,000 | 4 |
| Number of Non-Managed Accounts | $56,429,000 | 8 |
| Total fiduciary and related assets | $1,022,322,000,000 | 6 |
| Managed Assets ($) | $183,575,000,000 | 5 |
| Non-managed Assets ($) | $838,747,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $504,000,000 | 5 |
| 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 | $164,598,000 | 7 |
| Number of Managed Accounts | $103,463,000 | 4 |
| Number of Non-Managed Accounts | $61,135,000 | 7 |
| Total fiduciary and related assets | $1,046,859,000,000 | 5 |
| Managed Assets ($) | $186,379,000,000 | 5 |
| Non-managed Assets ($) | $860,480,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,061,000,000 | 5 |
| 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 | $164,329,000 | 7 |
| Number of Managed Accounts | $102,895,000 | 4 |
| Number of Non-Managed Accounts | $61,434,000 | 7 |
| Total fiduciary and related assets | $1,027,719,000,000 | 5 |
| Managed Assets ($) | $182,261,000,000 | 5 |
| Non-managed Assets ($) | $845,458,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,534,000,000 | 5 |
| 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 | $163,567,000 | 7 |
| Number of Managed Accounts | $102,748,000 | 4 |
| Number of Non-Managed Accounts | $60,819,000 | 7 |
| Total fiduciary and related assets | $1,016,374,000,000 | 5 |
| Managed Assets ($) | $176,011,000,000 | 5 |
| Non-managed Assets ($) | $840,363,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,011,000,000 | 5 |
| 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 | $163,630,000 | 7 |
| Number of Managed Accounts | $102,201,000 | 4 |
| Number of Non-Managed Accounts | $61,429,000 | 7 |
| Total fiduciary and related assets | $1,021,066,000,000 | 5 |
| Managed Assets ($) | $173,811,000,000 | 5 |
| Non-managed Assets ($) | $847,255,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $503,000,000 | 5 |
| 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 | $165,669,000 | 7 |
| Number of Managed Accounts | $102,986,000 | 4 |
| Number of Non-Managed Accounts | $62,683,000 | 7 |
| Total fiduciary and related assets | $1,002,904,000,000 | 5 |
| Managed Assets ($) | $169,990,000,000 | 5 |
| Non-managed Assets ($) | $832,914,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,952,000,000 | 5 |
| 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 | $166,965,000 | 7 |
| Number of Managed Accounts | $103,066,000 | 4 |
| Number of Non-Managed Accounts | $63,899,000 | 7 |
| Total fiduciary and related assets | $1,019,635,000,000 | 4 |
| Managed Assets ($) | $169,376,000,000 | 4 |
| Non-managed Assets ($) | $850,259,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,458,000,000 | 5 |
| 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 | $167,878,000 | 7 |
| Number of Managed Accounts | $102,888,000 | 4 |
| Number of Non-Managed Accounts | $64,990,000 | 7 |
| Total fiduciary and related assets | $1,021,977,000,000 | 4 |
| Managed Assets ($) | $165,315,000,000 | 4 |
| Non-managed Assets ($) | $856,662,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $958,000,000 | 5 |
| 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 | $167,799,000 | 7 |
| Number of Managed Accounts | $101,874,000 | 4 |
| Number of Non-Managed Accounts | $65,925,000 | 7 |
| Total fiduciary and related assets | $1,011,352,000,000 | 4 |
| Managed Assets ($) | $164,627,000,000 | 4 |
| Non-managed Assets ($) | $846,725,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $472,000,000 | 5 |
| 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 | $169,798,000 | 7 |
| Number of Managed Accounts | $102,509,000 | 4 |
| Number of Non-Managed Accounts | $67,289,000 | 7 |
| Total fiduciary and related assets | $1,033,744,000,000 | 4 |
| Managed Assets ($) | $163,011,000,000 | 4 |
| Non-managed Assets ($) | $870,733,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,833,000,000 | 5 |
| 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 | $170,155,000 | 7 |
| Number of Managed Accounts | $102,117,000 | 4 |
| Number of Non-Managed Accounts | $68,038,000 | 7 |
| Total fiduciary and related assets | $1,036,933,000,000 | 4 |
| Managed Assets ($) | $159,274,000,000 | 4 |
| Non-managed Assets ($) | $877,659,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,379,000,000 | 5 |
| 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 | $169,987,000 | 7 |
| Number of Managed Accounts | $101,893,000 | 4 |
| Number of Non-Managed Accounts | $68,094,000 | 6 |
| Total fiduciary and related assets | $1,056,661,000,000 | 5 |
| Managed Assets ($) | $175,132,000,000 | 4 |
| Non-managed Assets ($) | $881,529,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000,000 | 5 |
| 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 | $170,673,000 | 6 |
| Number of Managed Accounts | $101,276,000 | 3 |
| Number of Non-Managed Accounts | $69,397,000 | 7 |
| Total fiduciary and related assets | $1,125,233,000,000 | 5 |
| Managed Assets ($) | $179,820,000,000 | 4 |
| Non-managed Assets ($) | $945,413,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000,000 | 5 |
| 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 | $170,110,000 | 6 |
| Number of Managed Accounts | $102,117,000 | 3 |
| Number of Non-Managed Accounts | $67,993,000 | 7 |
| Total fiduciary and related assets | $1,123,067,000,000 | 5 |
| Managed Assets ($) | $178,012,000,000 | 4 |
| Non-managed Assets ($) | $945,055,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,761,000,000 | 6 |
| 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 | $169,485,000 | 6 |
| Number of Managed Accounts | $101,858,000 | 3 |
| Number of Non-Managed Accounts | $67,627,000 | 7 |
| Total fiduciary and related assets | $1,121,112,000,000 | 5 |
| Managed Assets ($) | $174,518,000,000 | 4 |
| Non-managed Assets ($) | $946,594,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,309,000,000 | 6 |
| 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 | $170,948,000 | 6 |
| Number of Managed Accounts | $101,559,000 | 3 |
| Number of Non-Managed Accounts | $69,389,000 | 9 |
| Total fiduciary and related assets | $1,126,064,000,000 | 5 |
| Managed Assets ($) | $176,072,000,000 | 5 |
| Non-managed Assets ($) | $949,992,000,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $865,000,000 | 6 |
| 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 | $171,592,000 | 6 |
| Number of Managed Accounts | $101,400,000 | 3 |
| Number of Non-Managed Accounts | $70,192,000 | 10 |
| Total fiduciary and related assets | $1,105,550,000,000 | 6 |
| Managed Assets ($) | $172,510,000,000 | 5 |
| Non-managed Assets ($) | $933,040,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $434,000,000 | 5 |
| 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 | $174,345,000 | 6 |
| Number of Managed Accounts | $102,737,000 | 3 |
| Number of Non-Managed Accounts | $71,608,000 | 10 |
| Total fiduciary and related assets | $1,090,650,000,000 | 6 |
| Managed Assets ($) | $171,192,000,000 | 5 |
| Non-managed Assets ($) | $919,458,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,706,000,000 | 5 |
| 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 | $176,517,000 | 6 |
| Number of Managed Accounts | $103,132,000 | 3 |
| Number of Non-Managed Accounts | $73,385,000 | 10 |
| Total fiduciary and related assets | $1,070,508,000,000 | 6 |
| Managed Assets ($) | $165,995,000,000 | 5 |
| Non-managed Assets ($) | $904,513,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,267,000,000 | 5 |
| 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 | $178,965,000 | 6 |
| Number of Managed Accounts | $103,283,000 | 3 |
| Number of Non-Managed Accounts | $75,682,000 | 10 |
| Total fiduciary and related assets | $1,066,769,000,000 | 6 |
| Managed Assets ($) | $162,602,000,000 | 5 |
| Non-managed Assets ($) | $904,167,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $845,000,000 | 6 |
| 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 | $179,499,000 | 6 |
| Number of Managed Accounts | $103,368,000 | 3 |
| Number of Non-Managed Accounts | $76,131,000 | 10 |
| Total fiduciary and related assets | $1,088,121,000,000 | 5 |
| Managed Assets ($) | $164,968,000,000 | 5 |
| Non-managed Assets ($) | $923,153,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $409,000,000 | 6 |
| 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 | $184,198,000 | 5 |
| Number of Managed Accounts | $105,650,000 | 3 |
| Number of Non-Managed Accounts | $78,548,000 | 10 |
| Total fiduciary and related assets | $1,080,649,000,000 | 5 |
| Managed Assets ($) | $159,716,000,000 | 5 |
| Non-managed Assets ($) | $920,933,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,556,000,000 | 5 |
| 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 | $183,807,000 | 5 |
| Number of Managed Accounts | $105,825,000 | 2 |
| Number of Non-Managed Accounts | $77,982,000 | 10 |
| Total fiduciary and related assets | $1,085,613,000,000 | 5 |
| Managed Assets ($) | $159,432,000,000 | 5 |
| Non-managed Assets ($) | $926,181,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,371,000,000 | 5 |
| 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 | $186,933,000 | 5 |
| Number of Managed Accounts | $106,579,000 | 2 |
| Number of Non-Managed Accounts | $80,354,000 | 10 |
| Total fiduciary and related assets | $1,088,164,000,000 | 5 |
| Managed Assets ($) | $165,817,000,000 | 5 |
| Non-managed Assets ($) | $922,347,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $913,000,000 | 5 |
| 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 | $190,032,000 | 5 |
| Number of Managed Accounts | $107,875,000 | 2 |
| Number of Non-Managed Accounts | $82,157,000 | 10 |
| Total fiduciary and related assets | $1,105,905,000,000 | 5 |
| Managed Assets ($) | $169,727,000,000 | 5 |
| Non-managed Assets ($) | $936,178,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $452,000,000 | 5 |
| 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 | $192,161,000 | 5 |
| Number of Managed Accounts | $108,779,000 | 2 |
| Number of Non-Managed Accounts | $83,382,000 | 8 |
| Total fiduciary and related assets | $1,079,713,000,000 | 5 |
| Managed Assets ($) | $162,714,000,000 | 4 |
| Non-managed Assets ($) | $916,999,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,792,000,000 | 5 |
| 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 | $195,333,000 | 5 |
| Number of Managed Accounts | $110,414,000 | 2 |
| Number of Non-Managed Accounts | $84,919,000 | 8 |
| Total fiduciary and related assets | $1,059,496,000,000 | 5 |
| Managed Assets ($) | $154,978,000,000 | 4 |
| Non-managed Assets ($) | $904,518,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,343,000,000 | 4 |
| 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 | $198,796,000 | 5 |
| Number of Managed Accounts | $113,701,000 | 2 |
| Number of Non-Managed Accounts | $85,095,000 | 8 |
| Total fiduciary and related assets | $1,064,051,000,000 | 5 |
| Managed Assets ($) | $169,958,000,000 | 4 |
| Non-managed Assets ($) | $894,093,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000,000 | 4 |
| 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 | $200,902,000 | 4 |
| Number of Managed Accounts | $115,313,000 | 2 |
| Number of Non-Managed Accounts | $85,589,000 | 8 |
| Total fiduciary and related assets | $1,036,636,000,000 | 5 |
| Managed Assets ($) | $169,020,000,000 | 4 |
| Non-managed Assets ($) | $867,616,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $440,000,000 | 4 |
| 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 | $202,248,000 | 4 |
| Number of Managed Accounts | $115,692,000 | 2 |
| Number of Non-Managed Accounts | $86,556,000 | 8 |
| Total fiduciary and related assets | $1,006,822,000,000 | 6 |
| Managed Assets ($) | $168,330,000,000 | 4 |
| Non-managed Assets ($) | $838,492,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000,000 | 4 |
| 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 | $202,836,000 | 4 |
| Number of Managed Accounts | $117,163,000 | 2 |
| Number of Non-Managed Accounts | $85,673,000 | 8 |
| Total fiduciary and related assets | $963,868,000,000 | 5 |
| Managed Assets ($) | $159,821,000,000 | 4 |
| Non-managed Assets ($) | $804,047,000,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,234,000,000 | 5 |
| 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 | $202,167,000 | 5 |
| Number of Managed Accounts | $117,137,000 | 2 |
| Number of Non-Managed Accounts | $85,030,000 | 8 |
| Total fiduciary and related assets | $915,304,000,000 | 6 |
| Managed Assets ($) | $150,441,000,000 | 4 |
| Non-managed Assets ($) | $764,863,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $833,000,000 | 6 |
| 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 | $195,970,000 | 5 |
| Number of Managed Accounts | $107,192,000 | 2 |
| Number of Non-Managed Accounts | $88,778,000 | 7 |
| Total fiduciary and related assets | $909,824,000,000 | 6 |
| Managed Assets ($) | $155,338,000,000 | 4 |
| Non-managed Assets ($) | $754,486,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $414,000,000 | 5 |
| 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 | $139,836,000 | 7 |
| Number of Managed Accounts | $59,404,000 | 5 |
| Number of Non-Managed Accounts | $80,432,000 | 8 |
| Total fiduciary and related assets | $692,638,000,000 | 6 |
| Managed Assets ($) | $89,624,000,000 | 5 |
| Non-managed Assets ($) | $603,014,000,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $981,000,000 | 8 |
| 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 | $335,606,000 | 5 |
| Number of Managed Accounts | $59,273,000 | 5 |
| Number of Non-Managed Accounts | $276,333,000 | 5 |
| Total fiduciary and related assets | $609,747,000,000 | 8 |
| Managed Assets ($) | $82,953,000,000 | 6 |
| Non-managed Assets ($) | $526,794,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $711,000,000 | 8 |
| 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 | $331,899,000 | 5 |
| Number of Managed Accounts | $59,775,000 | 5 |
| Number of Non-Managed Accounts | $272,124,000 | 5 |
| Total fiduciary and related assets | $561,780,000,000 | 9 |
| Managed Assets ($) | $75,391,000,000 | 6 |
| Non-managed Assets ($) | $486,389,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $467,000,000 | 8 |
| 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 | $326,937,000 | 4 |
| Number of Managed Accounts | $60,410,000 | 5 |
| Number of Non-Managed Accounts | $266,527,000 | 4 |
| Total fiduciary and related assets | $527,094,000,000 | 10 |
| Managed Assets ($) | $70,091,000,000 | 6 |
| Non-managed Assets ($) | $457,003,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,000,000 | 8 |
| 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 | $326,718,000 | 5 |
| Number of Managed Accounts | $61,271,000 | 5 |
| Number of Non-Managed Accounts | $265,447,000 | 5 |
| Total fiduciary and related assets | $639,820,000,000 | 8 |
| Managed Assets ($) | $89,110,000,000 | 5 |
| Non-managed Assets ($) | $550,710,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,037,000,000 | 8 |
| 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 | $315,485,000 | 5 |
| Number of Managed Accounts | $61,686,000 | 4 |
| Number of Non-Managed Accounts | $253,799,000 | 5 |
| Total fiduciary and related assets | $671,987,000,000 | 8 |
| Managed Assets ($) | $100,780,000,000 | 5 |
| Non-managed Assets ($) | $571,207,000,000 | 9 |
| Memoranda | ||
| Gross Fiduciary activities income | $802,000,000 | 8 |
| 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 | $308,957,000 | 5 |
| Number of Managed Accounts | $61,856,000 | 4 |
| Number of Non-Managed Accounts | $247,101,000 | 5 |
| Total fiduciary and related assets | $627,570,000,000 | 11 |
| Managed Assets ($) | $105,189,000,000 | 6 |
| Non-managed Assets ($) | $522,381,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $536,000,000 | 9 |
| 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 | $287,069,000 | 4 |
| Number of Managed Accounts | $61,592,000 | 4 |
| Number of Non-Managed Accounts | $225,477,000 | 4 |
| Total fiduciary and related assets | $536,999,000,000 | 11 |
| Managed Assets ($) | $106,427,000,000 | 5 |
| Non-managed Assets ($) | $430,572,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $263,000,000 | 9 |
| 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 | $262,864,000 | 6 |
| Number of Managed Accounts | $61,037,000 | 4 |
| Number of Non-Managed Accounts | $201,827,000 | 5 |
| Total fiduciary and related assets | $547,015,000,000 | 11 |
| Managed Assets ($) | $108,371,000,000 | 6 |
| Non-managed Assets ($) | $438,644,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,126,000,000 | 7 |
| 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 | $257,847,000 | 6 |
| Number of Managed Accounts | $62,724,000 | 4 |
| Number of Non-Managed Accounts | $195,123,000 | 5 |
| Total fiduciary and related assets | $538,684,000,000 | 11 |
| Managed Assets ($) | $109,375,000,000 | 8 |
| Non-managed Assets ($) | $429,309,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $845,000,000 | 7 |
| 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 | $250,954,000 | 6 |
| Number of Managed Accounts | $62,902,000 | 4 |
| Number of Non-Managed Accounts | $188,052,000 | 5 |
| Total fiduciary and related assets | $521,419,000,000 | 11 |
| Managed Assets ($) | $107,443,000,000 | 8 |
| Non-managed Assets ($) | $413,976,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $573,000,000 | 7 |
| 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 | $241,887,000 | 7 |
| Number of Managed Accounts | $62,698,000 | 5 |
| Number of Non-Managed Accounts | $179,189,000 | 5 |
| Total fiduciary and related assets | $479,032,000,000 | 11 |
| Managed Assets ($) | $105,271,000,000 | 9 |
| Non-managed Assets ($) | $373,761,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $258,000,000 | 8 |
| 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 | $201,496,000 | 6 |
| Number of Managed Accounts | $61,762,000 | 6 |
| Number of Non-Managed Accounts | $139,734,000 | 6 |
| Total fiduciary and related assets | $455,887,000,000 | 11 |
| Managed Assets ($) | $103,989,000,000 | 9 |
| Non-managed Assets ($) | $351,898,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $982,000,000 | 8 |
| 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 | $198,183,000 | 6 |
| Number of Managed Accounts | $62,463,000 | 5 |
| Number of Non-Managed Accounts | $135,720,000 | 6 |
| Total fiduciary and related assets | $428,905,000,000 | 10 |
| Managed Assets ($) | $101,636,000,000 | 8 |
| Non-managed Assets ($) | $327,269,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000,000 | 8 |
| 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 | $192,981,000 | 7 |
| Number of Managed Accounts | $62,941,000 | 5 |
| Number of Non-Managed Accounts | $130,040,000 | 6 |
| Total fiduciary and related assets | $408,483,000,000 | 10 |
| Managed Assets ($) | $100,521,000,000 | 8 |
| Non-managed Assets ($) | $307,962,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $482,000,000 | 8 |
| 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 | $120,586,000 | 8 |
| Number of Managed Accounts | $63,038,000 | 5 |
| Number of Non-Managed Accounts | $57,548,000 | 6 |
| Total fiduciary and related assets | $388,721,000,000 | 10 |
| Managed Assets ($) | $100,971,000,000 | 9 |
| Non-managed Assets ($) | $287,750,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $233,000,000 | 8 |
| 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 | $118,927,000 | 8 |
| Number of Managed Accounts | $62,826,000 | 4 |
| Number of Non-Managed Accounts | $56,101,000 | 6 |
| Total fiduciary and related assets | $380,896,000,000 | 10 |
| Managed Assets ($) | $89,348,000,000 | 9 |
| Non-managed Assets ($) | $291,548,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $892,000,000 | 7 |
| 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 | $116,859,000 | 8 |
| Number of Managed Accounts | $63,634,000 | 4 |
| Number of Non-Managed Accounts | $53,225,000 | 6 |
| Total fiduciary and related assets | $362,088,000,000 | 10 |
| Managed Assets ($) | $88,477,000,000 | 10 |
| Non-managed Assets ($) | $273,611,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $662,000,000 | 7 |
| 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 | $114,068,000 | 9 |
| Number of Managed Accounts | $64,176,000 | 5 |
| Number of Non-Managed Accounts | $49,892,000 | 8 |
| Total fiduciary and related assets | $350,793,000,000 | 10 |
| Managed Assets ($) | $89,562,000,000 | 10 |
| Non-managed Assets ($) | $261,231,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $437,000,000 | 7 |
| 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 | $115,435,000 | 9 |
| Number of Managed Accounts | $64,354,000 | 6 |
| Number of Non-Managed Accounts | $51,081,000 | 8 |
| Total fiduciary and related assets | $339,235,000,000 | 10 |
| Managed Assets ($) | $90,481,000,000 | 9 |
| Non-managed Assets ($) | $248,754,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,000,000 | 6 |
| 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 | $116,907,000 | 9 |
| Number of Managed Accounts | $64,387,000 | 4 |
| Number of Non-Managed Accounts | $52,520,000 | 8 |
| Total fiduciary and related assets | $353,028,000,000 | 10 |
| Managed Assets ($) | $90,089,000,000 | 8 |
| Non-managed Assets ($) | $262,939,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $790,000,000 | 6 |
| 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 | $114,355,000 | 9 |
| Number of Managed Accounts | $64,461,000 | 4 |
| Number of Non-Managed Accounts | $49,894,000 | 9 |
| Total fiduciary and related assets | $318,164,000,000 | 10 |
| Managed Assets ($) | $85,409,000,000 | 8 |
| Non-managed Assets ($) | $232,755,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $585,000,000 | 6 |
| 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 | $113,813,000 | 9 |
| Number of Managed Accounts | $65,056,000 | 4 |
| Number of Non-Managed Accounts | $48,757,000 | 10 |
| Total fiduciary and related assets | $312,817,000,000 | 10 |
| Managed Assets ($) | $85,951,000,000 | 8 |
| Non-managed Assets ($) | $226,866,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $389,000,000 | 6 |
| 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 | $112,538,000 | 7 |
| Number of Managed Accounts | $66,065,000 | 4 |
| Number of Non-Managed Accounts | $46,473,000 | 10 |
| Total fiduciary and related assets | $305,284,000,000 | 10 |
| Managed Assets ($) | $87,797,000,000 | 8 |
| Non-managed Assets ($) | $217,487,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $190,000,000 | 6 |
| 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 | $62,344,000 | 12 |
| Number of Managed Accounts | $43,694,000 | 6 |
| Number of Non-Managed Accounts | $18,650,000 | 19 |
| Total fiduciary and related assets | $113,043,000,000 | 13 |
| Managed Assets ($) | $59,773,000,000 | 11 |
| Non-managed Assets ($) | $53,270,000,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $380,000,000 | 13 |
| 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 | $41,741,000 | 17 |
| Number of Managed Accounts | $32,276,000 | 11 |
| Number of Non-Managed Accounts | $9,465,000 | 23 |
| Total fiduciary and related assets | $79,690,000,000 | 18 |
| Managed Assets ($) | $48,848,000,000 | 16 |
| Non-managed Assets ($) | $30,842,000,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,000,000 | 18 |
| 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 | $37,470,000 | 20 |
| Number of Managed Accounts | $28,216,000 | 11 |
| Number of Non-Managed Accounts | $9,254,000 | 26 |
| Total fiduciary and related assets | $81,361,000,000 | 17 |
| Managed Assets ($) | $45,153,000,000 | 18 |
| Non-managed Assets ($) | $36,208,000,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $132,000,000 | 19 |
| 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 | $36,458,000 | 20 |
| Number of Managed Accounts | $27,577,000 | 12 |
| Number of Non-Managed Accounts | $8,881,000 | 27 |
| Total fiduciary and related assets | $68,216,000,000 | 19 |
| Managed Assets ($) | $42,651,000,000 | 17 |
| Non-managed Assets ($) | $25,565,000,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,000,000 | 18 |
| 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 | $36,905,000 | 19 |
| Number of Managed Accounts | $27,910,000 | 12 |
| Number of Non-Managed Accounts | $8,995,000 | 26 |
| Total fiduciary and related assets | $70,671,000,000 | 20 |
| Managed Assets ($) | $43,146,000,000 | 17 |
| Non-managed Assets ($) | $27,525,000,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $280,000,000 | 19 |
| 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 | $36,211,000 | 17 |
| Number of Managed Accounts | $28,284,000 | 10 |
| Number of Non-Managed Accounts | $7,927,000 | 23 |
| Total fiduciary and related assets | $76,627,000,000 | 18 |
| Managed Assets ($) | $45,847,000,000 | 17 |
| Non-managed Assets ($) | $30,780,000,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $280,000,000 | 18 |
| 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 | $291,000,000 | 21 |
| 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 | $284,000,000 | 16 |
| 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 | $279,000,000 | 15 |
| 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 | $446,738,000 | 9 |
| 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 | $363,427,000 | 9 |
| 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 | $244,399,000 | 9 |
| 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 | $207,729,000 | 11 |
| 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 | $195,003,000 | 12 |
| 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 | $172,182,000 | 11 |