Home > Amalgamated Bank > Fiduciary and Related Services
Amalgamated 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 | $574,000 | 344 |
| Number of Managed Accounts | $573,000 | 288 |
| Number of Non-Managed Accounts | $1,000 | 775 |
| Total fiduciary and related assets | $14,823,892,000 | 63 |
| Managed Assets ($) | $14,823,484,000 | 37 |
| Non-managed Assets ($) | $408,000 | 727 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,175,000 | 139 |
| 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 | $563,000 | 289 |
| Number of Managed Accounts | $562,000 | 254 |
| Number of Non-Managed Accounts | $1,000 | 361 |
| Total fiduciary and related assets | $13,925,402,000 | 64 |
| Managed Assets ($) | $13,925,006,000 | 40 |
| Non-managed Assets ($) | $396,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,613,000 | 137 |
| 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 | $552,000 | 333 |
| Number of Managed Accounts | $551,000 | 289 |
| Number of Non-Managed Accounts | $1,000 | 426 |
| Total fiduciary and related assets | $14,523,609,000 | 61 |
| Managed Assets ($) | $14,523,205,000 | 37 |
| Non-managed Assets ($) | $404,000 | 427 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,935,000 | 130 |
| 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 | $629,000 | 285 |
| Number of Managed Accounts | $628,000 | 254 |
| Number of Non-Managed Accounts | $1,000 | 367 |
| Total fiduciary and related assets | $13,865,297,000 | 68 |
| Managed Assets ($) | $13,864,898,000 | 40 |
| Non-managed Assets ($) | $399,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,928,000 | 138 |
| 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 | $569,000 | 353 |
| Number of Managed Accounts | $568,000 | 300 |
| Number of Non-Managed Accounts | $1,000 | 816 |
| Total fiduciary and related assets | $13,439,309,000 | 67 |
| Managed Assets ($) | $13,438,919,000 | 39 |
| Non-managed Assets ($) | $390,000 | 766 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,449,000 | 142 |
| 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 | $567,000 | 306 |
| Number of Managed Accounts | $566,000 | 270 |
| Number of Non-Managed Accounts | $1,000 | 376 |
| Total fiduciary and related assets | $12,540,970,000 | 68 |
| Managed Assets ($) | $12,540,584,000 | 40 |
| Non-managed Assets ($) | $386,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,842,000 | 141 |
| 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 | $561,000 | 300 |
| Number of Managed Accounts | $560,000 | 266 |
| Number of Non-Managed Accounts | $1,000 | 404 |
| Total fiduciary and related assets | $12,860,320,000 | 55 |
| Managed Assets ($) | $12,859,922,000 | 33 |
| Non-managed Assets ($) | $398,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,078,000 | 120 |
| 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 | $556,000 | 272 |
| Number of Managed Accounts | $555,000 | 248 |
| Number of Non-Managed Accounts | $1,000 | 340 |
| Total fiduciary and related assets | $15,063,024,000 | 53 |
| Managed Assets ($) | $15,062,599,000 | 33 |
| Non-managed Assets ($) | $425,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,491,000 | 122 |
| 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 | $563,000 | 317 |
| Number of Managed Accounts | $562,000 | 276 |
| Number of Non-Managed Accounts | $1,000 | 792 |
| Total fiduciary and related assets | $17,274,685,000 | 49 |
| Managed Assets ($) | $17,274,244,000 | 31 |
| Non-managed Assets ($) | $441,000 | 731 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,811,000 | 121 |
| 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 | $559,000 | 271 |
| Number of Managed Accounts | $558,000 | 248 |
| Number of Non-Managed Accounts | $1,000 | 326 |
| Total fiduciary and related assets | $16,095,478,000 | 50 |
| Managed Assets ($) | $16,095,032,000 | 32 |
| Non-managed Assets ($) | $446,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,471,000 | 122 |
| 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 | $564,000 | 295 |
| Number of Managed Accounts | $563,000 | 266 |
| Number of Non-Managed Accounts | $1,000 | 390 |
| Total fiduciary and related assets | $16,646,874,000 | 50 |
| Managed Assets ($) | $16,646,425,000 | 32 |
| Non-managed Assets ($) | $449,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,118,000 | 118 |
| 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 | $552,000 | 271 |
| Number of Managed Accounts | $551,000 | 251 |
| Number of Non-Managed Accounts | $1,000 | 330 |
| Total fiduciary and related assets | $15,658,296,000 | 51 |
| Managed Assets ($) | $15,657,858,000 | 32 |
| Non-managed Assets ($) | $438,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,827,000 | 114 |
| 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 | $555,000 | 315 |
| Number of Managed Accounts | $554,000 | 273 |
| Number of Non-Managed Accounts | $1,000 | 814 |
| Total fiduciary and related assets | $15,393,291,000 | 52 |
| Managed Assets ($) | $15,392,862,000 | 33 |
| Non-managed Assets ($) | $429,000 | 759 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,222,000 | 111 |
| 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 | $558,000 | 269 |
| Number of Managed Accounts | $557,000 | 245 |
| Number of Non-Managed Accounts | $1,000 | 330 |
| Total fiduciary and related assets | $14,258,151,000 | 50 |
| Managed Assets ($) | $14,257,735,000 | 33 |
| Non-managed Assets ($) | $416,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,688,000 | 108 |
| 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 | $568,000 | 295 |
| Number of Managed Accounts | $567,000 | 265 |
| Number of Non-Managed Accounts | $1,000 | 386 |
| Total fiduciary and related assets | $13,287,169,000 | 51 |
| Managed Assets ($) | $13,286,738,000 | 32 |
| Non-managed Assets ($) | $431,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,066,000 | 108 |
| 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 | $565,000 | 270 |
| Number of Managed Accounts | $564,000 | 244 |
| Number of Non-Managed Accounts | $1,000 | 333 |
| Total fiduciary and related assets | $11,613,852,000 | 52 |
| Managed Assets ($) | $11,613,448,000 | 33 |
| Non-managed Assets ($) | $404,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,085,000 | 106 |
| 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 | $560,000 | 317 |
| Number of Managed Accounts | $559,000 | 270 |
| Number of Non-Managed Accounts | $1,000 | 835 |
| Total fiduciary and related assets | $13,860,025,000 | 50 |
| Managed Assets ($) | $13,859,597,000 | 32 |
| Non-managed Assets ($) | $428,000 | 779 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,598,000 | 97 |
| 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 | $550,000 | 272 |
| Number of Managed Accounts | $549,000 | 247 |
| Number of Non-Managed Accounts | $1,000 | 338 |
| Total fiduciary and related assets | $12,575,734,000 | 54 |
| Managed Assets ($) | $12,575,314,000 | 35 |
| Non-managed Assets ($) | $420,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,117,000 | 97 |
| 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 | $545,000 | 293 |
| Number of Managed Accounts | $543,000 | 262 |
| Number of Non-Managed Accounts | $2,000 | 370 |
| Total fiduciary and related assets | $12,437,601,000 | 53 |
| Managed Assets ($) | $12,436,763,000 | 34 |
| Non-managed Assets ($) | $838,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,229,000 | 97 |
| 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 | $546,000 | 296 |
| Number of Managed Accounts | $545,000 | 261 |
| Number of Non-Managed Accounts | $1,000 | 379 |
| Total fiduciary and related assets | $11,822,417,000 | 53 |
| Managed Assets ($) | $11,822,003,000 | 34 |
| Non-managed Assets ($) | $414,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,721,000 | 94 |
| 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 | $538,000 | 325 |
| Number of Managed Accounts | $537,000 | 274 |
| Number of Non-Managed Accounts | $1,000 | 871 |
| Total fiduciary and related assets | $10,479,728,000 | 53 |
| Managed Assets ($) | $10,479,328,000 | 35 |
| Non-managed Assets ($) | $400,000 | 810 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,907,000 | 96 |
| 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 | $505,000 | 298 |
| Number of Managed Accounts | $504,000 | 267 |
| Number of Non-Managed Accounts | $1,000 | 382 |
| Total fiduciary and related assets | $12,348,622,000 | 53 |
| Managed Assets ($) | $12,348,198,000 | 34 |
| Non-managed Assets ($) | $424,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,080,000 | 95 |
| 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 | $497,000 | 303 |
| Number of Managed Accounts | $496,000 | 275 |
| Number of Non-Managed Accounts | $1,000 | 382 |
| Total fiduciary and related assets | $11,883,329,000 | 52 |
| Managed Assets ($) | $11,882,901,000 | 34 |
| Non-managed Assets ($) | $428,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,379,000 | 96 |
| 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 | $499,000 | 304 |
| Number of Managed Accounts | $498,000 | 274 |
| Number of Non-Managed Accounts | $1,000 | 384 |
| Total fiduciary and related assets | $11,589,906,000 | 53 |
| Managed Assets ($) | $11,589,399,000 | 35 |
| Non-managed Assets ($) | $507,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,753,000 | 97 |
| 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 | $487,000 | 340 |
| Number of Managed Accounts | $486,000 | 294 |
| Number of Non-Managed Accounts | $1,000 | 899 |
| Total fiduciary and related assets | $17,813,683,000 | 44 |
| Managed Assets ($) | $17,813,116,000 | 29 |
| Non-managed Assets ($) | $567,000 | 824 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,841,000 | 94 |
| 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 | $474,000 | 306 |
| Number of Managed Accounts | $472,000 | 276 |
| Number of Non-Managed Accounts | $2,000 | 371 |
| Total fiduciary and related assets | $16,662,501,000 | 45 |
| Managed Assets ($) | $16,661,369,000 | 29 |
| Non-managed Assets ($) | $1,132,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,083,000 | 94 |
| 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 | $467,000 | 313 |
| Number of Managed Accounts | $465,000 | 282 |
| Number of Non-Managed Accounts | $2,000 | 379 |
| Total fiduciary and related assets | $15,920,976,000 | 45 |
| Managed Assets ($) | $15,914,743,000 | 28 |
| Non-managed Assets ($) | $6,233,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,375,000 | 93 |
| 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 | $453,000 | 318 |
| Number of Managed Accounts | $451,000 | 283 |
| Number of Non-Managed Accounts | $2,000 | 381 |
| Total fiduciary and related assets | $14,864,465,000 | 48 |
| Managed Assets ($) | $14,853,986,000 | 30 |
| Non-managed Assets ($) | $10,479,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,842,000 | 88 |
| 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 | $443,000 | 363 |
| Number of Managed Accounts | $441,000 | 301 |
| Number of Non-Managed Accounts | $2,000 | 897 |
| Total fiduciary and related assets | $14,305,905,000 | 45 |
| Managed Assets ($) | $14,295,526,000 | 29 |
| Non-managed Assets ($) | $10,379,000 | 563 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,940,000 | 91 |
| 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 | $432,000 | 322 |
| Number of Managed Accounts | $428,000 | 286 |
| Number of Non-Managed Accounts | $4,000 | 377 |
| Total fiduciary and related assets | $13,872,489,000 | 47 |
| Managed Assets ($) | $13,837,301,000 | 30 |
| Non-managed Assets ($) | $35,188,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,267,000 | 91 |
| 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 | $425,000 | 324 |
| Number of Managed Accounts | $421,000 | 288 |
| Number of Non-Managed Accounts | $4,000 | 380 |
| Total fiduciary and related assets | $13,176,557,000 | 48 |
| Managed Assets ($) | $13,138,564,000 | 31 |
| Non-managed Assets ($) | $37,993,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,833,000 | 92 |
| 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 | $414,000 | 333 |
| Number of Managed Accounts | $409,000 | 290 |
| Number of Non-Managed Accounts | $5,000 | 379 |
| Total fiduciary and related assets | $12,739,656,000 | 46 |
| Managed Assets ($) | $12,702,427,000 | 31 |
| Non-managed Assets ($) | $37,229,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,328,000 | 91 |
| 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 | $421,000 | 376 |
| Number of Managed Accounts | $416,000 | 306 |
| Number of Non-Managed Accounts | $5,000 | 852 |
| Total fiduciary and related assets | $12,795,390,000 | 48 |
| Managed Assets ($) | $12,759,232,000 | 30 |
| Non-managed Assets ($) | $36,158,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,811,000 | 91 |
| 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 | $416,000 | 329 |
| Number of Managed Accounts | $411,000 | 291 |
| Number of Non-Managed Accounts | $5,000 | 374 |
| Total fiduciary and related assets | $12,081,548,000 | 47 |
| Managed Assets ($) | $12,046,615,000 | 31 |
| Non-managed Assets ($) | $34,933,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,573,000 | 90 |
| 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 | $417,000 | 331 |
| Number of Managed Accounts | $412,000 | 292 |
| Number of Non-Managed Accounts | $5,000 | 378 |
| Total fiduciary and related assets | $12,988,470,000 | 47 |
| Managed Assets ($) | $12,951,441,000 | 32 |
| Non-managed Assets ($) | $37,029,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,316,000 | 92 |
| 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 | $407,000 | 335 |
| Number of Managed Accounts | $405,000 | 293 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $12,759,751,000 | 49 |
| Managed Assets ($) | $12,754,893,000 | 31 |
| Non-managed Assets ($) | $4,858,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,142,000 | 93 |
| 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 | $408,000 | 393 |
| Number of Managed Accounts | $406,000 | 316 |
| Number of Non-Managed Accounts | $2,000 | 972 |
| Total fiduciary and related assets | $12,886,572,000 | 47 |
| Managed Assets ($) | $12,881,620,000 | 30 |
| Non-managed Assets ($) | $4,952,000 | 699 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,032,000 | 89 |
| 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 | $407,000 | 338 |
| Number of Managed Accounts | $405,000 | 294 |
| Number of Non-Managed Accounts | $2,000 | 388 |
| Total fiduciary and related assets | $12,847,124,000 | 46 |
| Managed Assets ($) | $12,842,205,000 | 30 |
| Non-managed Assets ($) | $4,919,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,819,000 | 89 |
| 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 | $405,000 | 339 |
| Number of Managed Accounts | $403,000 | 297 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $13,601,390,000 | 46 |
| Managed Assets ($) | $13,596,293,000 | 29 |
| Non-managed Assets ($) | $5,097,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,505,000 | 89 |
| 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 | $410,000 | 341 |
| Number of Managed Accounts | $407,000 | 295 |
| Number of Non-Managed Accounts | $3,000 | 392 |
| Total fiduciary and related assets | $13,225,738,000 | 47 |
| Managed Assets ($) | $13,220,750,000 | 30 |
| Non-managed Assets ($) | $4,988,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,252,000 | 87 |
| 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 | $411,000 | 405 |
| Number of Managed Accounts | $408,000 | 317 |
| Number of Non-Managed Accounts | $3,000 | 969 |
| Total fiduciary and related assets | $13,350,594,000 | 46 |
| Managed Assets ($) | $13,345,436,000 | 29 |
| Non-managed Assets ($) | $5,158,000 | 716 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,170,000 | 84 |
| 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 | $403,000 | 329 |
| Number of Managed Accounts | $400,000 | 287 |
| Number of Non-Managed Accounts | $3,000 | 374 |
| Total fiduciary and related assets | $12,523,213,000 | 49 |
| Managed Assets ($) | $12,518,189,000 | 29 |
| Non-managed Assets ($) | $5,024,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,839,000 | 83 |
| 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 | $397,000 | 326 |
| Number of Managed Accounts | $394,000 | 287 |
| Number of Non-Managed Accounts | $3,000 | 375 |
| Total fiduciary and related assets | $11,767,180,000 | 49 |
| Managed Assets ($) | $11,761,941,000 | 32 |
| Non-managed Assets ($) | $5,239,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,464,000 | 83 |
| 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 | $395,000 | 332 |
| Number of Managed Accounts | $392,000 | 287 |
| Number of Non-Managed Accounts | $3,000 | 377 |
| Total fiduciary and related assets | $11,205,829,000 | 52 |
| Managed Assets ($) | $11,200,551,000 | 34 |
| Non-managed Assets ($) | $5,278,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,183,000 | 80 |
| 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 | $387,000 | 422 |
| Number of Managed Accounts | $384,000 | 329 |
| Number of Non-Managed Accounts | $3,000 | 996 |
| Total fiduciary and related assets | $10,245,994,000 | 51 |
| Managed Assets ($) | $10,240,525,000 | 34 |
| Non-managed Assets ($) | $5,469,000 | 707 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,167,000 | 76 |
| 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 | $376,000 | 329 |
| Number of Managed Accounts | $373,000 | 291 |
| Number of Non-Managed Accounts | $3,000 | 360 |
| Total fiduciary and related assets | $9,974,056,000 | 51 |
| Managed Assets ($) | $9,968,651,000 | 34 |
| Non-managed Assets ($) | $5,405,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,840,000 | 75 |
| 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 | $381,000 | 326 |
| Number of Managed Accounts | $378,000 | 286 |
| Number of Non-Managed Accounts | $3,000 | 364 |
| Total fiduciary and related assets | $9,731,279,000 | 51 |
| Managed Assets ($) | $9,726,021,000 | 34 |
| Non-managed Assets ($) | $5,258,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,423,000 | 74 |
| 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 | $392,000 | 323 |
| Number of Managed Accounts | $389,000 | 281 |
| Number of Non-Managed Accounts | $3,000 | 363 |
| Total fiduciary and related assets | $11,331,855,000 | 48 |
| Managed Assets ($) | $11,326,601,000 | 30 |
| Non-managed Assets ($) | $5,254,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,007,000 | 71 |
| 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 | $406,000 | 410 |
| Number of Managed Accounts | $403,000 | 322 |
| Number of Non-Managed Accounts | $3,000 | 1,011 |
| Total fiduciary and related assets | $10,469,759,000 | 49 |
| Managed Assets ($) | $10,463,939,000 | 29 |
| Non-managed Assets ($) | $5,820,000 | 694 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,552,000 | 60 |
| 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 | $412,000 | 322 |
| Number of Managed Accounts | $409,000 | 278 |
| Number of Non-Managed Accounts | $3,000 | 379 |
| Total fiduciary and related assets | $9,743,926,000 | 50 |
| Managed Assets ($) | $9,738,218,000 | 33 |
| Non-managed Assets ($) | $5,708,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,908,000 | 61 |
| 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 | $413,000 | 324 |
| Number of Managed Accounts | $410,000 | 278 |
| Number of Non-Managed Accounts | $3,000 | 382 |
| Total fiduciary and related assets | $11,473,121,000 | 49 |
| Managed Assets ($) | $11,467,189,000 | 30 |
| Non-managed Assets ($) | $5,932,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,109,000 | 62 |
| 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 | $425,000 | 324 |
| Number of Managed Accounts | $422,000 | 275 |
| Number of Non-Managed Accounts | $3,000 | 388 |
| Total fiduciary and related assets | $11,573,332,000 | 49 |
| Managed Assets ($) | $11,567,712,000 | 29 |
| Non-managed Assets ($) | $5,620,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,982,000 | 57 |
| 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 | $428,000 | 408 |
| Number of Managed Accounts | $425,000 | 319 |
| Number of Non-Managed Accounts | $3,000 | 1,051 |
| Total fiduciary and related assets | $11,859,413,000 | 50 |
| Managed Assets ($) | $11,853,749,000 | 30 |
| Non-managed Assets ($) | $5,664,000 | 721 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,812,000 | 55 |
| 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 | $431,000 | 308 |
| Number of Managed Accounts | $428,000 | 269 |
| Number of Non-Managed Accounts | $3,000 | 380 |
| Total fiduciary and related assets | $11,102,167,000 | 50 |
| Managed Assets ($) | $11,096,591,000 | 29 |
| Non-managed Assets ($) | $5,576,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,590,000 | 52 |
| 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 | $437,000 | 309 |
| Number of Managed Accounts | $434,000 | 268 |
| Number of Non-Managed Accounts | $3,000 | 383 |
| Total fiduciary and related assets | $10,017,964,000 | 50 |
| Managed Assets ($) | $10,012,700,000 | 31 |
| Non-managed Assets ($) | $5,264,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 49 |
| 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 | $450,000 | 311 |
| Number of Managed Accounts | $447,000 | 264 |
| Number of Non-Managed Accounts | $3,000 | 388 |
| Total fiduciary and related assets | $12,265,861,000 | 47 |
| Managed Assets ($) | $12,260,726,000 | 28 |
| Non-managed Assets ($) | $5,135,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,496,000 | 46 |
| 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 | $454,000 | 400 |
| Number of Managed Accounts | $451,000 | 304 |
| Number of Non-Managed Accounts | $3,000 | 1,089 |
| Total fiduciary and related assets | $11,796,739,000 | 52 |
| Managed Assets ($) | $11,791,651,000 | 30 |
| Non-managed Assets ($) | $5,088,000 | 739 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,442,000 | 49 |
| 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 | $450,000 | 309 |
| Number of Managed Accounts | $447,000 | 261 |
| Number of Non-Managed Accounts | $3,000 | 372 |
| Total fiduciary and related assets | $11,573,225,000 | 52 |
| Managed Assets ($) | $11,568,333,000 | 30 |
| Non-managed Assets ($) | $4,892,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,035,000 | 48 |
| 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 | $455,000 | 311 |
| Number of Managed Accounts | $452,000 | 260 |
| Number of Non-Managed Accounts | $3,000 | 378 |
| Total fiduciary and related assets | $10,268,795,000 | 55 |
| Managed Assets ($) | $10,264,150,000 | 31 |
| Non-managed Assets ($) | $4,645,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,895,000 | 49 |
| 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 | $452,000 | 310 |
| Number of Managed Accounts | $448,000 | 259 |
| Number of Non-Managed Accounts | $4,000 | 377 |
| Total fiduciary and related assets | $9,230,229,000 | 56 |
| Managed Assets ($) | $9,225,866,000 | 33 |
| Non-managed Assets ($) | $4,363,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,916,000 | 48 |
| 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 | $452,000 | 404 |
| Number of Managed Accounts | $448,000 | 302 |
| Number of Non-Managed Accounts | $4,000 | 1,054 |
| Total fiduciary and related assets | $10,178,552,000 | 56 |
| Managed Assets ($) | $10,174,072,000 | 32 |
| Non-managed Assets ($) | $4,480,000 | 739 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,859,000 | 49 |
| 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 | $459,000 | 322 |
| Number of Managed Accounts | $455,000 | 268 |
| Number of Non-Managed Accounts | $4,000 | 400 |
| Total fiduciary and related assets | $12,302,183,000 | 51 |
| Managed Assets ($) | $12,297,343,000 | 29 |
| Non-managed Assets ($) | $4,840,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,214,000 | 51 |
| 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 | $459,000 | 325 |
| Number of Managed Accounts | $455,000 | 270 |
| Number of Non-Managed Accounts | $4,000 | 405 |
| Total fiduciary and related assets | $12,993,671,000 | 55 |
| Managed Assets ($) | $12,988,607,000 | 31 |
| Non-managed Assets ($) | $5,064,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,984,000 | 52 |
| 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 | $446,000 | 332 |
| Number of Managed Accounts | $442,000 | 277 |
| Number of Non-Managed Accounts | $4,000 | 407 |
| Total fiduciary and related assets | $10,952,135,000 | 56 |
| Managed Assets ($) | $10,946,969,000 | 37 |
| Non-managed Assets ($) | $5,166,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,790,000 | 53 |
| 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 | $453,000 | 405 |
| Number of Managed Accounts | $449,000 | 300 |
| Number of Non-Managed Accounts | $4,000 | 1,074 |
| Total fiduciary and related assets | $11,675,661,000 | 54 |
| Managed Assets ($) | $11,670,338,000 | 36 |
| Non-managed Assets ($) | $5,323,000 | 750 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,084,000 | 54 |
| 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 | $457,000 | 316 |
| Number of Managed Accounts | $453,000 | 264 |
| Number of Non-Managed Accounts | $4,000 | 391 |
| Total fiduciary and related assets | $12,103,269,000 | 52 |
| Managed Assets ($) | $12,097,943,000 | 34 |
| Non-managed Assets ($) | $5,326,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,162,000 | 56 |
| 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 | $458,000 | 320 |
| Number of Managed Accounts | $454,000 | 264 |
| Number of Non-Managed Accounts | $4,000 | 399 |
| Total fiduciary and related assets | $11,963,404,000 | 56 |
| Managed Assets ($) | $11,958,103,000 | 35 |
| Non-managed Assets ($) | $5,301,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,832,000 | 60 |
| 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 | $459,000 | 319 |
| Number of Managed Accounts | $455,000 | 267 |
| Number of Non-Managed Accounts | $4,000 | 399 |
| Total fiduciary and related assets | $11,851,879,000 | 55 |
| Managed Assets ($) | $11,846,604,000 | 35 |
| Non-managed Assets ($) | $5,275,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,274,000 | 62 |
| 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 | $460,000 | 390 |
| Number of Managed Accounts | $456,000 | 297 |
| Number of Non-Managed Accounts | $4,000 | 1,095 |
| Total fiduciary and related assets | $11,750,521,000 | 55 |
| Managed Assets ($) | $11,745,246,000 | 34 |
| Non-managed Assets ($) | $5,275,000 | 766 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,904,000 | 62 |
| 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 | $450,000 | 320 |
| Number of Managed Accounts | $446,000 | 270 |
| Number of Non-Managed Accounts | $4,000 | 385 |
| Total fiduciary and related assets | $10,710,465,000 | 58 |
| Managed Assets ($) | $10,705,463,000 | 39 |
| Non-managed Assets ($) | $5,002,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,144,000 | 69 |
| 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 | $431,000 | 329 |
| Number of Managed Accounts | $427,000 | 280 |
| Number of Non-Managed Accounts | $4,000 | 388 |
| Total fiduciary and related assets | $10,302,584,000 | 63 |
| Managed Assets ($) | $10,297,785,000 | 40 |
| Non-managed Assets ($) | $4,799,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,888,000 | 74 |
| 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 | $431,000 | 335 |
| Number of Managed Accounts | $427,000 | 285 |
| Number of Non-Managed Accounts | $4,000 | 395 |
| Total fiduciary and related assets | $10,191,535,000 | 62 |
| Managed Assets ($) | $10,186,753,000 | 41 |
| Non-managed Assets ($) | $4,782,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,541,000 | 80 |
| 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 | $439,000 | 418 |
| Number of Managed Accounts | $435,000 | 318 |
| Number of Non-Managed Accounts | $4,000 | 1,127 |
| Total fiduciary and related assets | $10,184,254,000 | 61 |
| Managed Assets ($) | $10,179,586,000 | 39 |
| Non-managed Assets ($) | $4,668,000 | 796 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,215,000 | 76 |
| 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 | $432,000 | 324 |
| Number of Managed Accounts | $428,000 | 276 |
| Number of Non-Managed Accounts | $4,000 | 386 |
| Total fiduciary and related assets | $9,965,021,000 | 61 |
| Managed Assets ($) | $9,960,405,000 | 40 |
| Non-managed Assets ($) | $4,616,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,118,000 | 82 |
| 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 | $418,000 | 335 |
| Number of Managed Accounts | $414,000 | 288 |
| Number of Non-Managed Accounts | $4,000 | 403 |
| Total fiduciary and related assets | $9,935,717,000 | 58 |
| Managed Assets ($) | $9,931,191,000 | 38 |
| Non-managed Assets ($) | $4,526,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,607,000 | 81 |
| 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 | $512,000 | 313 |
| Number of Managed Accounts | $505,000 | 259 |
| Number of Non-Managed Accounts | $7,000 | 397 |
| Total fiduciary and related assets | $9,985,561,000 | 59 |
| Managed Assets ($) | $9,981,149,000 | 38 |
| Non-managed Assets ($) | $4,412,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,050,000 | 85 |
| 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 | $499,000 | 386 |
| Number of Managed Accounts | $492,000 | 284 |
| Number of Non-Managed Accounts | $7,000 | 1,060 |
| Total fiduciary and related assets | $10,321,994,000 | 61 |
| Managed Assets ($) | $10,317,639,000 | 36 |
| Non-managed Assets ($) | $4,355,000 | 818 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,486,000 | 83 |
| 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 | $485,000 | 318 |
| Number of Managed Accounts | $479,000 | 262 |
| Number of Non-Managed Accounts | $6,000 | 389 |
| Total fiduciary and related assets | $8,677,573,000 | 67 |
| Managed Assets ($) | $8,673,374,000 | 43 |
| Non-managed Assets ($) | $4,199,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,313,000 | 85 |
| 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 | $458,000 | 331 |
| Number of Managed Accounts | $452,000 | 274 |
| Number of Non-Managed Accounts | $6,000 | 394 |
| Total fiduciary and related assets | $8,939,815,000 | 66 |
| Managed Assets ($) | $8,935,725,000 | 42 |
| Non-managed Assets ($) | $4,090,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,378,000 | 91 |
| 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 | $592,000 | 294 |
| Number of Managed Accounts | $586,000 | 233 |
| Number of Non-Managed Accounts | $6,000 | 404 |
| Total fiduciary and related assets | $7,766,916,000 | 70 |
| Managed Assets ($) | $7,762,805,000 | 47 |
| Non-managed Assets ($) | $4,111,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,748,000 | 92 |
| 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 | $578,000 | 354 |
| Number of Managed Accounts | $575,000 | 261 |
| Number of Non-Managed Accounts | $3,000 | 1,205 |
| Total fiduciary and related assets | $7,701,332,000 | 73 |
| Managed Assets ($) | $7,697,406,000 | 47 |
| Non-managed Assets ($) | $3,926,000 | 862 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,831,000 | 90 |
| 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 | $554,000 | 313 |
| Number of Managed Accounts | $551,000 | 254 |
| Number of Non-Managed Accounts | $3,000 | 417 |
| Total fiduciary and related assets | $6,604,681,000 | 77 |
| Managed Assets ($) | $6,601,045,000 | 53 |
| Non-managed Assets ($) | $3,636,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,406,000 | 96 |
| 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 | $545,000 | 319 |
| Number of Managed Accounts | $542,000 | 258 |
| Number of Non-Managed Accounts | $3,000 | 424 |
| Total fiduciary and related assets | $6,574,174,000 | 78 |
| Managed Assets ($) | $6,570,681,000 | 52 |
| Non-managed Assets ($) | $3,493,000 | 414 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,900,000 | 96 |
| 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 | $530,000 | 326 |
| Number of Managed Accounts | $525,000 | 269 |
| Number of Non-Managed Accounts | $5,000 | 425 |
| Total fiduciary and related assets | $5,698,069,000 | 80 |
| Managed Assets ($) | $5,694,930,000 | 58 |
| Non-managed Assets ($) | $3,139,000 | 425 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,427,000 | 98 |
| 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 | $618,000 | 352 |
| Number of Managed Accounts | $612,000 | 263 |
| Number of Non-Managed Accounts | $6,000 | 1,120 |
| Total fiduciary and related assets | $5,585,627,000 | 79 |
| Managed Assets ($) | $5,582,689,000 | 57 |
| Non-managed Assets ($) | $2,938,000 | 910 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,267,000 | 99 |
| 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 | $559,000 | 353 |
| Number of Managed Accounts | $554,000 | 268 |
| Number of Non-Managed Accounts | $5,000 | 1,117 |
| Total fiduciary and related assets | $6,449,992,000 | 75 |
| Managed Assets ($) | $6,413,007,000 | 53 |
| Non-managed Assets ($) | $36,985,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,843,000 | 94 |
| 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 | $12,545,000 | 102 |
| 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 | $10,562,000 | 132 |
| 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 | $9,957,000 | 138 |
| 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 | $8,667,000 | 145 |
| 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 | $7,458,000 | 174 |
| 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 | $6,455,000 | 208 |
| 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 | $6,260,000 | 201 |
| 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 | $6,292,000 | 197 |
| 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 | $5,202,000 | 216 |