Home > BNY Mellon > Fiduciary and Related Services
BNY Mellon, 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 | $45,762,000 | 18 |
| Number of Managed Accounts | $45,645,000 | 10 |
| Number of Non-Managed Accounts | $117,000 | 244 |
| Total fiduciary and related assets | $130,420,000,000 | 17 |
| Managed Assets ($) | $128,102,000,000 | 11 |
| Non-managed Assets ($) | $2,318,000,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $711,000,000 | 13 |
| 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 | $46,864,000 | 15 |
| Number of Managed Accounts | $46,740,000 | 10 |
| Number of Non-Managed Accounts | $124,000 | 176 |
| Total fiduciary and related assets | $120,903,000,000 | 19 |
| Managed Assets ($) | $118,695,000,000 | 11 |
| Non-managed Assets ($) | $2,208,000,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $533,000,000 | 13 |
| 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 | $47,384,000 | 16 |
| Number of Managed Accounts | $47,257,000 | 10 |
| Number of Non-Managed Accounts | $127,000 | 189 |
| Total fiduciary and related assets | $125,158,000,000 | 18 |
| Managed Assets ($) | $122,663,000,000 | 11 |
| Non-managed Assets ($) | $2,495,000,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,000,000 | 13 |
| 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 | $47,289,000 | 17 |
| Number of Managed Accounts | $47,156,000 | 10 |
| Number of Non-Managed Accounts | $133,000 | 174 |
| Total fiduciary and related assets | $121,324,000,000 | 20 |
| Managed Assets ($) | $118,795,000,000 | 11 |
| Non-managed Assets ($) | $2,529,000,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $176,000,000 | 13 |
| 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 | $47,010,000 | 17 |
| Number of Managed Accounts | $46,872,000 | 10 |
| Number of Non-Managed Accounts | $138,000 | 217 |
| Total fiduciary and related assets | $116,866,000,000 | 20 |
| Managed Assets ($) | $114,429,000,000 | 11 |
| Non-managed Assets ($) | $2,437,000,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $724,000,000 | 12 |
| 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 | $47,367,000 | 17 |
| Number of Managed Accounts | $47,224,000 | 10 |
| Number of Non-Managed Accounts | $143,000 | 170 |
| Total fiduciary and related assets | $112,442,000,000 | 20 |
| Managed Assets ($) | $109,886,000,000 | 11 |
| Non-managed Assets ($) | $2,556,000,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000,000 | 12 |
| 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 | $47,371,000 | 16 |
| Number of Managed Accounts | $47,222,000 | 11 |
| Number of Non-Managed Accounts | $149,000 | 156 |
| Total fiduciary and related assets | $118,421,000,000 | 16 |
| Managed Assets ($) | $115,667,000,000 | 10 |
| Non-managed Assets ($) | $2,754,000,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $374,000,000 | 11 |
| 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 | $47,525,000 | 15 |
| Number of Managed Accounts | $47,376,000 | 10 |
| Number of Non-Managed Accounts | $149,000 | 153 |
| Total fiduciary and related assets | $134,245,000,000 | 16 |
| Managed Assets ($) | $131,100,000,000 | 10 |
| Non-managed Assets ($) | $3,145,000,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,000,000 | 11 |
| 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 | $47,500,000 | 15 |
| Number of Managed Accounts | $47,357,000 | 9 |
| Number of Non-Managed Accounts | $143,000 | 194 |
| Total fiduciary and related assets | $142,033,000,000 | 16 |
| Managed Assets ($) | $138,660,000,000 | 10 |
| Non-managed Assets ($) | $3,373,000,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $762,000,000 | 11 |
| 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 | $47,465,000 | 15 |
| Number of Managed Accounts | $47,321,000 | 9 |
| Number of Non-Managed Accounts | $144,000 | 153 |
| Total fiduciary and related assets | $134,605,000,000 | 17 |
| Managed Assets ($) | $131,366,000,000 | 10 |
| Non-managed Assets ($) | $3,239,000,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $568,000,000 | 11 |
| 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 | $48,019,000 | 15 |
| Number of Managed Accounts | $47,879,000 | 9 |
| Number of Non-Managed Accounts | $140,000 | 160 |
| Total fiduciary and related assets | $135,771,000,000 | 17 |
| Managed Assets ($) | $132,431,000,000 | 10 |
| Non-managed Assets ($) | $3,340,000,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $374,000,000 | 11 |
| 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 | $48,255,000 | 15 |
| Number of Managed Accounts | $48,112,000 | 9 |
| Number of Non-Managed Accounts | $143,000 | 155 |
| Total fiduciary and related assets | $129,020,000,000 | 17 |
| Managed Assets ($) | $125,897,000,000 | 10 |
| Non-managed Assets ($) | $3,123,000,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $182,000,000 | 11 |
| 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 | $48,200,000 | 15 |
| Number of Managed Accounts | $48,052,000 | 9 |
| Number of Non-Managed Accounts | $148,000 | 195 |
| Total fiduciary and related assets | $126,983,000,000 | 16 |
| Managed Assets ($) | $123,262,000,000 | 9 |
| Non-managed Assets ($) | $3,721,000,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $655,000,000 | 11 |
| 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 | $48,863,000 | 15 |
| Number of Managed Accounts | $48,717,000 | 9 |
| Number of Non-Managed Accounts | $146,000 | 156 |
| Total fiduciary and related assets | $116,500,000,000 | 17 |
| Managed Assets ($) | $113,074,000,000 | 9 |
| Non-managed Assets ($) | $3,426,000,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $488,000,000 | 11 |
| 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 | $49,290,000 | 15 |
| Number of Managed Accounts | $49,140,000 | 9 |
| Number of Non-Managed Accounts | $150,000 | 164 |
| Total fiduciary and related assets | $114,615,000,000 | 17 |
| Managed Assets ($) | $111,166,000,000 | 9 |
| Non-managed Assets ($) | $3,449,000,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $320,000,000 | 11 |
| 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 | $49,831,000 | 15 |
| Number of Managed Accounts | $49,683,000 | 9 |
| Number of Non-Managed Accounts | $148,000 | 161 |
| Total fiduciary and related assets | $105,263,000,000 | 17 |
| Managed Assets ($) | $102,100,000,000 | 9 |
| Non-managed Assets ($) | $3,163,000,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $162,000,000 | 11 |
| 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 | $49,663,000 | 15 |
| Number of Managed Accounts | $49,517,000 | 9 |
| Number of Non-Managed Accounts | $146,000 | 211 |
| Total fiduciary and related assets | $121,209,000,000 | 16 |
| Managed Assets ($) | $117,571,000,000 | 8 |
| Non-managed Assets ($) | $3,638,000,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $647,000,000 | 11 |
| 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 | $50,144,000 | 14 |
| Number of Managed Accounts | $49,994,000 | 9 |
| Number of Non-Managed Accounts | $150,000 | 160 |
| Total fiduciary and related assets | $116,091,000,000 | 16 |
| Managed Assets ($) | $112,498,000,000 | 9 |
| Non-managed Assets ($) | $3,593,000,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $484,000,000 | 11 |
| 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 | $50,212,000 | 14 |
| Number of Managed Accounts | $50,061,000 | 9 |
| Number of Non-Managed Accounts | $151,000 | 163 |
| Total fiduciary and related assets | $116,633,000,000 | 15 |
| Managed Assets ($) | $113,165,000,000 | 8 |
| Non-managed Assets ($) | $3,468,000,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $323,000,000 | 11 |
| 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 | $50,198,000 | 14 |
| Number of Managed Accounts | $50,058,000 | 9 |
| Number of Non-Managed Accounts | $140,000 | 171 |
| Total fiduciary and related assets | $114,544,000,000 | 15 |
| Managed Assets ($) | $111,069,000,000 | 8 |
| Non-managed Assets ($) | $3,475,000,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $161,000,000 | 11 |
| 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 | $50,067,000 | 13 |
| Number of Managed Accounts | $49,918,000 | 9 |
| Number of Non-Managed Accounts | $149,000 | 208 |
| Total fiduciary and related assets | $106,903,414,000 | 15 |
| Managed Assets ($) | $103,268,010,000 | 9 |
| Non-managed Assets ($) | $3,635,404,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $640,452,000 | 11 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $49,891,000 | 15 |
| Number of Managed Accounts | $49,713,000 | 9 |
| Number of Non-Managed Accounts | $178,000 | 151 |
| Total fiduciary and related assets | $116,750,518,000 | 15 |
| Managed Assets ($) | $112,781,225,000 | 9 |
| Non-managed Assets ($) | $3,969,293,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $483,033,000 | 11 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $49,873,000 | 13 |
| Number of Managed Accounts | $49,672,000 | 8 |
| Number of Non-Managed Accounts | $201,000 | 144 |
| Total fiduciary and related assets | $113,077,888,000 | 15 |
| Managed Assets ($) | $109,085,188,000 | 9 |
| Non-managed Assets ($) | $3,992,700,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $322,110,000 | 11 |
| 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 | $50,000,000 | 14 |
| Number of Managed Accounts | $49,790,000 | 8 |
| Number of Non-Managed Accounts | $210,000 | 144 |
| Total fiduciary and related assets | $112,674,287,000 | 16 |
| Managed Assets ($) | $108,687,169,000 | 9 |
| Non-managed Assets ($) | $3,987,118,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,381,000 | 11 |
| 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 | $49,809,000 | 14 |
| Number of Managed Accounts | $49,592,000 | 8 |
| Number of Non-Managed Accounts | $217,000 | 169 |
| Total fiduciary and related assets | $113,777,653,000 | 16 |
| Managed Assets ($) | $109,908,145,000 | 9 |
| Non-managed Assets ($) | $3,869,508,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $617,917,000 | 11 |
| 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 | $49,653,000 | 14 |
| Number of Managed Accounts | $49,430,000 | 8 |
| Number of Non-Managed Accounts | $223,000 | 133 |
| Total fiduciary and related assets | $109,589,334,000 | 16 |
| Managed Assets ($) | $105,932,149,000 | 9 |
| Non-managed Assets ($) | $3,657,185,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,411,000 | 11 |
| 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 | $49,855,000 | 14 |
| Number of Managed Accounts | $49,633,000 | 8 |
| Number of Non-Managed Accounts | $222,000 | 133 |
| Total fiduciary and related assets | $106,807,126,000 | 16 |
| Managed Assets ($) | $103,163,239,000 | 9 |
| Non-managed Assets ($) | $3,643,887,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $302,715,000 | 10 |
| 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 | $50,206,000 | 14 |
| Number of Managed Accounts | $49,969,000 | 8 |
| Number of Non-Managed Accounts | $237,000 | 130 |
| Total fiduciary and related assets | $104,844,036,000 | 16 |
| Managed Assets ($) | $101,189,209,000 | 9 |
| Non-managed Assets ($) | $3,654,827,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $150,919,000 | 10 |
| 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 | $50,057,000 | 14 |
| Number of Managed Accounts | $49,799,000 | 8 |
| Number of Non-Managed Accounts | $258,000 | 144 |
| Total fiduciary and related assets | $101,219,846,000 | 16 |
| Managed Assets ($) | $97,628,791,000 | 9 |
| Non-managed Assets ($) | $3,591,055,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $571,475,000 | 10 |
| 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 | $50,180,000 | 14 |
| Number of Managed Accounts | $49,906,000 | 8 |
| Number of Non-Managed Accounts | $274,000 | 120 |
| Total fiduciary and related assets | $100,587,397,000 | 16 |
| Managed Assets ($) | $97,100,525,000 | 9 |
| Non-managed Assets ($) | $3,486,872,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $427,130,000 | 10 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $50,612,000 | 14 |
| Number of Managed Accounts | $50,331,000 | 8 |
| Number of Non-Managed Accounts | $281,000 | 120 |
| Total fiduciary and related assets | $99,153,417,000 | 16 |
| Managed Assets ($) | $95,794,939,000 | 9 |
| Non-managed Assets ($) | $3,358,478,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,281,000 | 10 |
| 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 | $48,141,000 | 15 |
| Number of Managed Accounts | $47,870,000 | 8 |
| Number of Non-Managed Accounts | $271,000 | 122 |
| Total fiduciary and related assets | $94,492,391,000 | 16 |
| Managed Assets ($) | $91,170,459,000 | 9 |
| Non-managed Assets ($) | $3,321,932,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,597,000 | 10 |
| 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 | $47,880,000 | 14 |
| Number of Managed Accounts | $47,622,000 | 8 |
| Number of Non-Managed Accounts | $258,000 | 149 |
| Total fiduciary and related assets | $93,779,328,000 | 16 |
| Managed Assets ($) | $90,471,269,000 | 9 |
| Non-managed Assets ($) | $3,308,059,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $574,062,000 | 10 |
| 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 | $48,213,000 | 14 |
| Number of Managed Accounts | $47,540,000 | 8 |
| Number of Non-Managed Accounts | $673,000 | 76 |
| Total fiduciary and related assets | $92,125,303,000 | 16 |
| Managed Assets ($) | $88,510,401,000 | 8 |
| Non-managed Assets ($) | $3,614,902,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $431,917,000 | 10 |
| 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 | $48,146,000 | 14 |
| Number of Managed Accounts | $47,491,000 | 9 |
| Number of Non-Managed Accounts | $655,000 | 77 |
| Total fiduciary and related assets | $96,266,180,000 | 15 |
| Managed Assets ($) | $92,357,467,000 | 8 |
| Non-managed Assets ($) | $3,908,713,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $289,847,000 | 10 |
| 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 | $48,219,000 | 14 |
| Number of Managed Accounts | $47,555,000 | 8 |
| Number of Non-Managed Accounts | $664,000 | 78 |
| Total fiduciary and related assets | $96,818,824,000 | 16 |
| Managed Assets ($) | $92,791,198,000 | 8 |
| Non-managed Assets ($) | $4,027,626,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $144,256,000 | 10 |
| 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 | $47,988,000 | 14 |
| Number of Managed Accounts | $47,338,000 | 8 |
| Number of Non-Managed Accounts | $650,000 | 89 |
| Total fiduciary and related assets | $95,292,402,000 | 16 |
| Managed Assets ($) | $91,531,106,000 | 9 |
| Non-managed Assets ($) | $3,761,296,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $563,868,000 | 10 |
| 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 | $48,103,000 | 15 |
| Number of Managed Accounts | $47,423,000 | 8 |
| Number of Non-Managed Accounts | $680,000 | 78 |
| Total fiduciary and related assets | $95,436,099,000 | 15 |
| Managed Assets ($) | $91,615,737,000 | 9 |
| Non-managed Assets ($) | $3,820,362,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $421,201,000 | 10 |
| 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 | $48,903,000 | 16 |
| Number of Managed Accounts | $48,197,000 | 8 |
| Number of Non-Managed Accounts | $706,000 | 79 |
| Total fiduciary and related assets | $96,767,862,000 | 15 |
| Managed Assets ($) | $92,850,838,000 | 9 |
| Non-managed Assets ($) | $3,917,024,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,615,000 | 10 |
| 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 | $48,925,000 | 16 |
| Number of Managed Accounts | $48,220,000 | 8 |
| Number of Non-Managed Accounts | $705,000 | 82 |
| Total fiduciary and related assets | $93,424,982,000 | 16 |
| Managed Assets ($) | $91,182,482,000 | 9 |
| Non-managed Assets ($) | $2,242,500,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $138,951,000 | 10 |
| 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 | $49,007,000 | 16 |
| Number of Managed Accounts | $48,282,000 | 8 |
| Number of Non-Managed Accounts | $725,000 | 90 |
| Total fiduciary and related assets | $92,091,904,000 | 16 |
| Managed Assets ($) | $90,302,367,000 | 9 |
| Non-managed Assets ($) | $1,789,537,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $522,724,000 | 10 |
| 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 | $48,976,000 | 17 |
| Number of Managed Accounts | $48,240,000 | 8 |
| Number of Non-Managed Accounts | $736,000 | 80 |
| Total fiduciary and related assets | $88,400,268,000 | 16 |
| Managed Assets ($) | $86,462,120,000 | 9 |
| Non-managed Assets ($) | $1,938,148,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $388,465,000 | 10 |
| 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 | $49,218,000 | 17 |
| Number of Managed Accounts | $48,430,000 | 8 |
| Number of Non-Managed Accounts | $788,000 | 77 |
| Total fiduciary and related assets | $87,959,739,000 | 16 |
| Managed Assets ($) | $85,998,913,000 | 9 |
| Non-managed Assets ($) | $1,960,826,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $258,713,000 | 10 |
| 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 | $49,311,000 | 16 |
| Number of Managed Accounts | $48,510,000 | 8 |
| Number of Non-Managed Accounts | $801,000 | 79 |
| Total fiduciary and related assets | $88,712,882,000 | 16 |
| Managed Assets ($) | $86,415,503,000 | 9 |
| Non-managed Assets ($) | $2,297,379,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $128,683,000 | 10 |
| 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 | $49,236,000 | 16 |
| Number of Managed Accounts | $48,431,000 | 8 |
| Number of Non-Managed Accounts | $805,000 | 86 |
| Total fiduciary and related assets | $85,909,850,000 | 16 |
| Managed Assets ($) | $84,070,162,000 | 9 |
| Non-managed Assets ($) | $1,839,688,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $496,007,000 | 10 |
| 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 | $47,030,000 | 16 |
| Number of Managed Accounts | $46,364,000 | 8 |
| Number of Non-Managed Accounts | $666,000 | 80 |
| Total fiduciary and related assets | $82,627,548,000 | 16 |
| Managed Assets ($) | $81,452,747,000 | 9 |
| Non-managed Assets ($) | $1,174,801,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $369,202,000 | 10 |
| 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 | $47,191,000 | 16 |
| Number of Managed Accounts | $46,517,000 | 8 |
| Number of Non-Managed Accounts | $674,000 | 81 |
| Total fiduciary and related assets | $80,170,819,000 | 15 |
| Managed Assets ($) | $79,032,040,000 | 9 |
| Non-managed Assets ($) | $1,138,779,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $245,222,000 | 10 |
| 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 | $47,510,000 | 16 |
| Number of Managed Accounts | $46,809,000 | 8 |
| Number of Non-Managed Accounts | $701,000 | 78 |
| Total fiduciary and related assets | $82,004,033,000 | 15 |
| Managed Assets ($) | $80,839,987,000 | 9 |
| Non-managed Assets ($) | $1,164,046,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,945,000 | 10 |
| 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 | $47,707,000 | 14 |
| Number of Managed Accounts | $46,977,000 | 8 |
| Number of Non-Managed Accounts | $730,000 | 86 |
| Total fiduciary and related assets | $80,094,050,000 | 15 |
| Managed Assets ($) | $78,917,246,000 | 8 |
| Non-managed Assets ($) | $1,176,804,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $483,188,000 | 10 |
| 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 | $47,208,000 | 13 |
| Number of Managed Accounts | $46,307,000 | 7 |
| Number of Non-Managed Accounts | $901,000 | 68 |
| Total fiduciary and related assets | $76,043,492,000 | 15 |
| Managed Assets ($) | $74,411,277,000 | 7 |
| Non-managed Assets ($) | $1,632,215,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $363,417,000 | 10 |
| 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 | $47,562,000 | 12 |
| Number of Managed Accounts | $46,637,000 | 7 |
| Number of Non-Managed Accounts | $925,000 | 67 |
| Total fiduciary and related assets | $82,375,052,000 | 15 |
| Managed Assets ($) | $80,539,285,000 | 7 |
| Non-managed Assets ($) | $1,835,767,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $244,678,000 | 10 |
| 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 | $47,689,000 | 12 |
| Number of Managed Accounts | $46,732,000 | 7 |
| Number of Non-Managed Accounts | $957,000 | 67 |
| Total fiduciary and related assets | $82,612,349,000 | 15 |
| Managed Assets ($) | $80,748,697,000 | 7 |
| Non-managed Assets ($) | $1,863,652,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $122,211,000 | 10 |
| 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 | $47,694,000 | 12 |
| Number of Managed Accounts | $46,676,000 | 6 |
| Number of Non-Managed Accounts | $1,018,000 | 71 |
| Total fiduciary and related assets | $80,668,249,000 | 16 |
| Managed Assets ($) | $78,795,495,000 | 7 |
| Non-managed Assets ($) | $1,872,754,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $461,524,000 | 10 |
| 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 | $47,855,000 | 12 |
| Number of Managed Accounts | $46,787,000 | 6 |
| Number of Non-Managed Accounts | $1,068,000 | 64 |
| Total fiduciary and related assets | $77,880,570,000 | 16 |
| Managed Assets ($) | $76,082,717,000 | 8 |
| Non-managed Assets ($) | $1,797,853,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $344,969,000 | 10 |
| 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 | $48,603,000 | 12 |
| Number of Managed Accounts | $47,485,000 | 6 |
| Number of Non-Managed Accounts | $1,118,000 | 65 |
| Total fiduciary and related assets | $73,642,743,000 | 17 |
| Managed Assets ($) | $72,001,517,000 | 7 |
| Non-managed Assets ($) | $1,641,226,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,583,000 | 10 |
| 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 | $48,763,000 | 11 |
| Number of Managed Accounts | $47,612,000 | 6 |
| Number of Non-Managed Accounts | $1,151,000 | 61 |
| Total fiduciary and related assets | $78,152,590,000 | 17 |
| Managed Assets ($) | $76,376,071,000 | 7 |
| Non-managed Assets ($) | $1,776,519,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $116,651,000 | 10 |
| 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 | $48,748,000 | 13 |
| Number of Managed Accounts | $47,577,000 | 7 |
| Number of Non-Managed Accounts | $1,171,000 | 70 |
| Total fiduciary and related assets | $76,729,832,000 | 18 |
| Managed Assets ($) | $74,969,157,000 | 7 |
| Non-managed Assets ($) | $1,760,675,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $388,674,000 | 12 |
| 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 | $48,927,000 | 16 |
| Number of Managed Accounts | $47,661,000 | 8 |
| Number of Non-Managed Accounts | $1,266,000 | 60 |
| Total fiduciary and related assets | $75,886,117,000 | 19 |
| Managed Assets ($) | $74,129,516,000 | 7 |
| Non-managed Assets ($) | $1,756,601,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $271,655,000 | 12 |
| 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 | $37,847,000 | 18 |
| Number of Managed Accounts | $37,415,000 | 8 |
| Number of Non-Managed Accounts | $432,000 | 115 |
| Total fiduciary and related assets | $52,235,655,000 | 22 |
| Managed Assets ($) | $51,769,756,000 | 10 |
| Non-managed Assets ($) | $465,899,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,196,000 | 13 |
| 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 | $37,685,000 | 18 |
| Number of Managed Accounts | $37,199,000 | 8 |
| Number of Non-Managed Accounts | $486,000 | 105 |
| Total fiduciary and related assets | $48,889,416,000 | 22 |
| Managed Assets ($) | $48,456,238,000 | 10 |
| Non-managed Assets ($) | $433,178,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $77,589,000 | 13 |
| 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 | $37,513,000 | 19 |
| Number of Managed Accounts | $37,036,000 | 8 |
| Number of Non-Managed Accounts | $477,000 | 140 |
| Total fiduciary and related assets | $50,778,054,000 | 22 |
| Managed Assets ($) | $50,320,502,000 | 9 |
| Non-managed Assets ($) | $457,552,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $321,264,000 | 14 |
| 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 | $37,208,000 | 18 |
| Number of Managed Accounts | $36,730,000 | 7 |
| Number of Non-Managed Accounts | $478,000 | 117 |
| Total fiduciary and related assets | $56,954,628,000 | 22 |
| Managed Assets ($) | $56,390,045,000 | 11 |
| Non-managed Assets ($) | $564,583,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $249,010,000 | 15 |
| 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 | $21,023,000 | 30 |
| Number of Managed Accounts | $20,043,000 | 16 |
| Number of Non-Managed Accounts | $980,000 | 78 |
| Total fiduciary and related assets | $1,327,390,306,000 | 4 |
| Managed Assets ($) | $50,759,769,000 | 12 |
| Non-managed Assets ($) | $1,276,630,537,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $734,985,000 | 7 |
| 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 | $20,859,000 | 30 |
| Number of Managed Accounts | $19,910,000 | 16 |
| Number of Non-Managed Accounts | $949,000 | 76 |
| Total fiduciary and related assets | $1,305,050,289,000 | 4 |
| Managed Assets ($) | $50,133,945,000 | 12 |
| Non-managed Assets ($) | $1,254,916,344,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $355,059,000 | 7 |
| 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 | $17,892,000 | 32 |
| Number of Managed Accounts | $14,954,000 | 18 |
| Number of Non-Managed Accounts | $2,938,000 | 46 |
| Total fiduciary and related assets | $1,386,983,617,000 | 4 |
| Managed Assets ($) | $35,772,475,000 | 19 |
| Non-managed Assets ($) | $1,351,211,142,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,857,000 | 10 |
| 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 | $17,922,000 | 32 |
| Number of Managed Accounts | $14,970,000 | 18 |
| Number of Non-Managed Accounts | $2,952,000 | 42 |
| Total fiduciary and related assets | $1,357,790,294,000 | 4 |
| Managed Assets ($) | $36,020,473,000 | 19 |
| Non-managed Assets ($) | $1,321,769,821,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $245,332,000 | 14 |
| 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 | $18,706,000 | 31 |
| Number of Managed Accounts | $15,044,000 | 16 |
| Number of Non-Managed Accounts | $3,662,000 | 36 |
| Total fiduciary and related assets | $1,380,443,129,000 | 3 |
| Managed Assets ($) | $34,801,213,000 | 20 |
| Non-managed Assets ($) | $1,345,641,916,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $440,920,000 | 9 |
| 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 | $20,570,000 | 29 |
| Number of Managed Accounts | $15,179,000 | 17 |
| Number of Non-Managed Accounts | $5,391,000 | 31 |
| Total fiduciary and related assets | $1,345,209,542,000 | 3 |
| Managed Assets ($) | $63,618,744,000 | 13 |
| Non-managed Assets ($) | $1,281,590,798,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $210,488,000 | 9 |
| 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 | $20,540,000 | 29 |
| Number of Managed Accounts | $15,234,000 | 16 |
| Number of Non-Managed Accounts | $5,306,000 | 36 |
| Total fiduciary and related assets | $1,274,136,775,000 | 3 |
| Managed Assets ($) | $64,297,678,000 | 13 |
| Non-managed Assets ($) | $1,209,839,097,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $695,334,000 | 10 |
| 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 | $20,534,000 | 26 |
| Number of Managed Accounts | $15,405,000 | 16 |
| Number of Non-Managed Accounts | $5,129,000 | 36 |
| Total fiduciary and related assets | $1,209,979,101,000 | 3 |
| Managed Assets ($) | $61,505,462,000 | 13 |
| Non-managed Assets ($) | $1,148,473,639,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $517,426,000 | 9 |
| 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 | $20,638,000 | 25 |
| Number of Managed Accounts | $15,580,000 | 15 |
| Number of Non-Managed Accounts | $5,058,000 | 36 |
| Total fiduciary and related assets | $1,168,187,030,000 | 3 |
| Managed Assets ($) | $61,982,442,000 | 13 |
| Non-managed Assets ($) | $1,106,204,588,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,137,000 | 9 |
| 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 | $20,776,000 | 25 |
| Number of Managed Accounts | $15,638,000 | 15 |
| Number of Non-Managed Accounts | $5,138,000 | 33 |
| Total fiduciary and related assets | $1,147,785,833,000 | 3 |
| Managed Assets ($) | $62,798,329,000 | 13 |
| Non-managed Assets ($) | $1,084,987,504,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $178,692,000 | 9 |
| 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 | $21,384,000 | 28 |
| Number of Managed Accounts | $15,572,000 | 17 |
| Number of Non-Managed Accounts | $5,812,000 | 34 |
| Total fiduciary and related assets | $1,111,822,430,000 | 3 |
| Managed Assets ($) | $56,995,965,000 | 13 |
| Non-managed Assets ($) | $1,054,826,465,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $599,460,000 | 10 |
| 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 | $22,090,000 | 26 |
| Number of Managed Accounts | $15,616,000 | 15 |
| Number of Non-Managed Accounts | $6,474,000 | 31 |
| Total fiduciary and related assets | $1,039,278,262,000 | 3 |
| Managed Assets ($) | $55,123,200,000 | 13 |
| Non-managed Assets ($) | $984,155,062,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $444,263,000 | 10 |
| 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 | $22,092,000 | 24 |
| Number of Managed Accounts | $15,750,000 | 14 |
| Number of Non-Managed Accounts | $6,342,000 | 31 |
| Total fiduciary and related assets | $862,572,142,000 | 5 |
| Managed Assets ($) | $54,328,385,000 | 14 |
| Non-managed Assets ($) | $808,243,757,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,303,000 | 10 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $22,366,000 | 27 |
| Number of Managed Accounts | $15,708,000 | 17 |
| Number of Non-Managed Accounts | $6,658,000 | 31 |
| Total fiduciary and related assets | $866,825,193,000 | 5 |
| Managed Assets ($) | $53,791,448,000 | 15 |
| Non-managed Assets ($) | $813,033,745,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $143,425,000 | 10 |
| 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 | $22,727,000 | 28 |
| Number of Managed Accounts | $15,960,000 | 17 |
| Number of Non-Managed Accounts | $6,767,000 | 34 |
| Total fiduciary and related assets | $854,453,298,000 | 5 |
| Managed Assets ($) | $55,544,004,000 | 15 |
| Non-managed Assets ($) | $798,909,294,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $528,182,000 | 10 |
| 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 | $24,760,000 | 26 |
| Number of Managed Accounts | $16,186,000 | 17 |
| Number of Non-Managed Accounts | $8,574,000 | 27 |
| Total fiduciary and related assets | $794,818,435,000 | 5 |
| Managed Assets ($) | $54,511,105,000 | 14 |
| Non-managed Assets ($) | $740,307,330,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $393,617,000 | 10 |
| 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 | $24,620,000 | 26 |
| Number of Managed Accounts | $16,276,000 | 16 |
| Number of Non-Managed Accounts | $8,344,000 | 26 |
| Total fiduciary and related assets | $784,063,210,000 | 5 |
| Managed Assets ($) | $54,950,927,000 | 14 |
| Non-managed Assets ($) | $729,112,283,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $278,761,000 | 10 |
| 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 | $23,886,000 | 28 |
| Number of Managed Accounts | $16,496,000 | 16 |
| Number of Non-Managed Accounts | $7,390,000 | 28 |
| Total fiduciary and related assets | $738,445,727,000 | 5 |
| Managed Assets ($) | $56,103,500,000 | 13 |
| Non-managed Assets ($) | $682,342,227,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,351,000 | 10 |
| 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 | $24,198,000 | 27 |
| Number of Managed Accounts | $16,501,000 | 16 |
| Number of Non-Managed Accounts | $7,697,000 | 30 |
| Total fiduciary and related assets | $712,855,085,000 | 5 |
| Managed Assets ($) | $55,904,796,000 | 14 |
| Non-managed Assets ($) | $656,950,289,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $559,602,000 | 9 |
| 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 | $24,491,000 | 26 |
| Number of Managed Accounts | $16,777,000 | 16 |
| Number of Non-Managed Accounts | $7,714,000 | 28 |
| Total fiduciary and related assets | $713,843,626,000 | 5 |
| Managed Assets ($) | $53,888,653,000 | 12 |
| Non-managed Assets ($) | $659,954,973,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $411,665,000 | 9 |
| 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 | $24,182,000 | 27 |
| Number of Managed Accounts | $16,487,000 | 16 |
| Number of Non-Managed Accounts | $7,695,000 | 32 |
| Total fiduciary and related assets | $738,034,623,000 | 4 |
| Managed Assets ($) | $134,989,302,000 | 4 |
| Non-managed Assets ($) | $603,045,321,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,129,000 | 9 |
| 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 | $20,366,000 | 27 |
| Number of Managed Accounts | $12,659,000 | 20 |
| Number of Non-Managed Accounts | $7,707,000 | 30 |
| Total fiduciary and related assets | $670,963,332,000 | 4 |
| Managed Assets ($) | $122,718,172,000 | 4 |
| Non-managed Assets ($) | $548,245,160,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $128,776,000 | 9 |
| 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 | $21,246,000 | 25 |
| Number of Managed Accounts | $13,345,000 | 19 |
| Number of Non-Managed Accounts | $7,901,000 | 30 |
| Total fiduciary and related assets | $674,330,049,000 | 4 |
| Managed Assets ($) | $115,750,944,000 | 5 |
| Non-managed Assets ($) | $558,579,105,000 | 4 |
| Memoranda | ||
| Gross Fiduciary activities income | $579,729,000 | 10 |
| 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 | $29,630,000 | 20 |
| Number of Managed Accounts | $18,415,000 | 14 |
| Number of Non-Managed Accounts | $11,215,000 | 21 |
| Total fiduciary and related assets | $790,040,808,000 | 3 |
| Managed Assets ($) | $122,403,007,000 | 7 |
| Non-managed Assets ($) | $667,637,801,000 | 3 |
| Memoranda | ||
| Gross Fiduciary activities income | $357,244,000 | 14 |
| 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 | $381,607,000 | 15 |
| 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 | $340,298,000 | 13 |
| 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 | $834,251,000 | 5 |
| 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 | $704,074,000 | 5 |
| 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 | $631,645,000 | 5 |
| 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 | $556,826,000 | 4 |
| 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 | $529,847,000 | 4 |
| 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 | $243,920,000 | 9 |
| 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 | $233,128,000 | 9 |