| 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 | $3,768,000 | 89 |
| Number of Managed Accounts | $2,170,000 | 103 |
| Number of Non-Managed Accounts | $1,598,000 | 52 |
| Total fiduciary and related assets | $6,694,562,000 | 95 |
| Managed Assets ($) | $4,271,145,000 | 85 |
| Non-managed Assets ($) | $2,423,417,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $37,259,000 | 78 |
| 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 | $3,788,000 | 87 |
| Number of Managed Accounts | $2,194,000 | 101 |
| Number of Non-Managed Accounts | $1,594,000 | 50 |
| Total fiduciary and related assets | $6,848,545,000 | 93 |
| Managed Assets ($) | $4,105,830,000 | 86 |
| Non-managed Assets ($) | $2,742,715,000 | 76 |
| Memoranda |
| Gross Fiduciary activities income | $28,125,000 | 81 |
| 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 | $3,857,000 | 85 |
| Number of Managed Accounts | $2,244,000 | 95 |
| Number of Non-Managed Accounts | $1,613,000 | 48 |
| Total fiduciary and related assets | $6,711,677,000 | 91 |
| Managed Assets ($) | $4,259,425,000 | 82 |
| Non-managed Assets ($) | $2,452,252,000 | 82 |
| Memoranda |
| Gross Fiduciary activities income | $18,498,000 | 79 |
| 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 | $3,907,000 | 88 |
| Number of Managed Accounts | $2,270,000 | 101 |
| Number of Non-Managed Accounts | $1,637,000 | 50 |
| Total fiduciary and related assets | $6,600,427,000 | 99 |
| Managed Assets ($) | $4,268,727,000 | 87 |
| Non-managed Assets ($) | $2,331,700,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $9,116,000 | 84 |
| 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 | $3,995,000 | 89 |
| Number of Managed Accounts | $2,327,000 | 100 |
| Number of Non-Managed Accounts | $1,668,000 | 50 |
| Total fiduciary and related assets | $6,443,608,000 | 98 |
| Managed Assets ($) | $4,082,394,000 | 87 |
| Non-managed Assets ($) | $2,361,214,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $36,534,000 | 81 |
| 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 | $4,025,000 | 87 |
| Number of Managed Accounts | $2,371,000 | 96 |
| Number of Non-Managed Accounts | $1,654,000 | 48 |
| Total fiduciary and related assets | $6,264,996,000 | 98 |
| Managed Assets ($) | $3,947,286,000 | 87 |
| Non-managed Assets ($) | $2,317,710,000 | 88 |
| Memoranda |
| Gross Fiduciary activities income | $27,250,000 | 83 |
| 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 | $4,090,000 | 73 |
| Number of Managed Accounts | $2,425,000 | 87 |
| Number of Non-Managed Accounts | $1,665,000 | 40 |
| Total fiduciary and related assets | $6,522,182,000 | 75 |
| Managed Assets ($) | $4,104,637,000 | 71 |
| Non-managed Assets ($) | $2,417,545,000 | 71 |
| Memoranda |
| Gross Fiduciary activities income | $17,887,000 | 67 |
| 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 | $4,220,000 | 69 |
| Number of Managed Accounts | $2,470,000 | 87 |
| Number of Non-Managed Accounts | $1,750,000 | 40 |
| Total fiduciary and related assets | $6,939,987,000 | 76 |
| Managed Assets ($) | $4,453,313,000 | 71 |
| Non-managed Assets ($) | $2,486,674,000 | 72 |
| Memoranda |
| Gross Fiduciary activities income | $8,190,000 | 72 |
| 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 | $4,341,000 | 67 |
| Number of Managed Accounts | $2,554,000 | 82 |
| Number of Non-Managed Accounts | $1,787,000 | 42 |
| Total fiduciary and related assets | $7,237,533,000 | 74 |
| Managed Assets ($) | $4,713,711,000 | 67 |
| Non-managed Assets ($) | $2,523,822,000 | 71 |
| Memoranda |
| Gross Fiduciary activities income | $33,322,000 | 74 |
| 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 | $4,339,000 | 67 |
| Number of Managed Accounts | $2,567,000 | 83 |
| Number of Non-Managed Accounts | $1,772,000 | 41 |
| Total fiduciary and related assets | $7,366,018,000 | 70 |
| Managed Assets ($) | $4,743,070,000 | 65 |
| Non-managed Assets ($) | $2,622,948,000 | 69 |
| Memoranda |
| Gross Fiduciary activities income | $25,070,000 | 73 |
| 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 | $4,486,000 | 63 |
| Number of Managed Accounts | $2,710,000 | 79 |
| Number of Non-Managed Accounts | $1,776,000 | 42 |
| Total fiduciary and related assets | $7,581,472,000 | 70 |
| Managed Assets ($) | $4,812,926,000 | 66 |
| Non-managed Assets ($) | $2,768,546,000 | 66 |
| Memoranda |
| Gross Fiduciary activities income | $16,625,000 | 72 |
| 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 | $4,521,000 | 61 |
| Number of Managed Accounts | $2,728,000 | 77 |
| Number of Non-Managed Accounts | $1,793,000 | 42 |
| Total fiduciary and related assets | $7,212,031,000 | 69 |
| Managed Assets ($) | $4,809,286,000 | 64 |
| Non-managed Assets ($) | $2,402,745,000 | 69 |
| Memoranda |
| Gross Fiduciary activities income | $8,258,000 | 71 |
| 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 | $4,678,000 | 61 |
| Number of Managed Accounts | $2,821,000 | 75 |
| Number of Non-Managed Accounts | $1,857,000 | 45 |
| Total fiduciary and related assets | $7,265,314,000 | 71 |
| Managed Assets ($) | $4,767,487,000 | 66 |
| Non-managed Assets ($) | $2,497,827,000 | 67 |
| Memoranda |
| Gross Fiduciary activities income | $36,311,000 | 62 |
| 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 | $4,657,000 | 60 |
| Number of Managed Accounts | $2,825,000 | 75 |
| Number of Non-Managed Accounts | $1,832,000 | 43 |
| Total fiduciary and related assets | $7,119,087,000 | 68 |
| Managed Assets ($) | $4,547,389,000 | 61 |
| Non-managed Assets ($) | $2,571,698,000 | 64 |
| Memoranda |
| Gross Fiduciary activities income | $28,061,000 | 60 |
| 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 | $4,692,000 | 59 |
| Number of Managed Accounts | $2,853,000 | 72 |
| Number of Non-Managed Accounts | $1,839,000 | 43 |
| Total fiduciary and related assets | $7,241,413,000 | 66 |
| Managed Assets ($) | $4,494,199,000 | 59 |
| Non-managed Assets ($) | $2,747,214,000 | 60 |
| Memoranda |
| Gross Fiduciary activities income | $19,565,000 | 58 |
| 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 | $4,723,000 | 58 |
| Number of Managed Accounts | $2,880,000 | 72 |
| Number of Non-Managed Accounts | $1,843,000 | 43 |
| Total fiduciary and related assets | $7,040,766,000 | 64 |
| Managed Assets ($) | $4,285,708,000 | 58 |
| Non-managed Assets ($) | $2,755,058,000 | 59 |
| Memoranda |
| Gross Fiduciary activities income | $11,055,000 | 53 |
| 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 | $5,007,000 | 56 |
| Number of Managed Accounts | $2,999,000 | 73 |
| Number of Non-Managed Accounts | $2,008,000 | 41 |
| Total fiduciary and related assets | $7,708,183,000 | 64 |
| Managed Assets ($) | $4,759,309,000 | 55 |
| Non-managed Assets ($) | $2,948,874,000 | 60 |
| Memoranda |
| Gross Fiduciary activities income | $45,102,000 | 52 |
| 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 | $4,967,000 | 58 |
| Number of Managed Accounts | $3,004,000 | 73 |
| Number of Non-Managed Accounts | $1,963,000 | 41 |
| Total fiduciary and related assets | $7,677,965,000 | 66 |
| Managed Assets ($) | $4,647,313,000 | 56 |
| Non-managed Assets ($) | $3,030,652,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $33,869,000 | 53 |
| 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 | $5,153,000 | 58 |
| Number of Managed Accounts | $3,109,000 | 70 |
| Number of Non-Managed Accounts | $2,044,000 | 41 |
| Total fiduciary and related assets | $7,824,014,000 | 63 |
| Managed Assets ($) | $4,735,845,000 | 55 |
| Non-managed Assets ($) | $3,088,169,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $22,656,000 | 52 |
| 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 | $5,166,000 | 58 |
| Number of Managed Accounts | $3,047,000 | 72 |
| Number of Non-Managed Accounts | $2,119,000 | 41 |
| Total fiduciary and related assets | $7,776,406,000 | 63 |
| Managed Assets ($) | $4,681,605,000 | 54 |
| Non-managed Assets ($) | $3,094,801,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $11,767,000 | 51 |
| 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 | $5,320,000 | 57 |
| Number of Managed Accounts | $3,120,000 | 69 |
| Number of Non-Managed Accounts | $2,200,000 | 42 |
| Total fiduciary and related assets | $7,619,710,000 | 61 |
| Managed Assets ($) | $4,544,043,000 | 53 |
| Non-managed Assets ($) | $3,075,667,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $51,164,000 | 48 |
| 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 | $5,361,000 | 56 |
| Number of Managed Accounts | $3,152,000 | 68 |
| Number of Non-Managed Accounts | $2,209,000 | 40 |
| Total fiduciary and related assets | $7,977,738,000 | 62 |
| Managed Assets ($) | $4,832,684,000 | 51 |
| Non-managed Assets ($) | $3,145,054,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $39,254,000 | 48 |
| 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 | $5,469,000 | 56 |
| Number of Managed Accounts | $3,270,000 | 63 |
| Number of Non-Managed Accounts | $2,199,000 | 41 |
| Total fiduciary and related assets | $8,138,167,000 | 60 |
| Managed Assets ($) | $4,798,691,000 | 51 |
| Non-managed Assets ($) | $3,339,476,000 | 56 |
| Memoranda |
| Gross Fiduciary activities income | $26,471,000 | 47 |
| 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 | $5,527,000 | 58 |
| Number of Managed Accounts | $3,315,000 | 61 |
| Number of Non-Managed Accounts | $2,212,000 | 42 |
| Total fiduciary and related assets | $8,077,023,000 | 61 |
| Managed Assets ($) | $4,914,455,000 | 52 |
| Non-managed Assets ($) | $3,162,568,000 | 60 |
| Memoranda |
| Gross Fiduciary activities income | $13,514,000 | 45 |
| 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 | $5,718,000 | 55 |
| Number of Managed Accounts | $3,441,000 | 58 |
| Number of Non-Managed Accounts | $2,277,000 | 42 |
| Total fiduciary and related assets | $8,246,346,000 | 61 |
| Managed Assets ($) | $5,019,338,000 | 53 |
| Non-managed Assets ($) | $3,227,008,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $55,650,000 | 43 |
| 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 | $5,867,000 | 51 |
| Number of Managed Accounts | $3,628,000 | 56 |
| Number of Non-Managed Accounts | $2,239,000 | 39 |
| Total fiduciary and related assets | $8,393,394,000 | 59 |
| Managed Assets ($) | $5,119,817,000 | 52 |
| Non-managed Assets ($) | $3,273,577,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $41,882,000 | 43 |
| 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 | $6,097,000 | 48 |
| Number of Managed Accounts | $3,872,000 | 52 |
| Number of Non-Managed Accounts | $2,225,000 | 39 |
| Total fiduciary and related assets | $8,774,426,000 | 56 |
| Managed Assets ($) | $5,135,132,000 | 50 |
| Non-managed Assets ($) | $3,639,294,000 | 52 |
| Memoranda |
| Gross Fiduciary activities income | $28,160,000 | 43 |
| 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 | $6,312,000 | 48 |
| Number of Managed Accounts | $4,053,000 | 52 |
| Number of Non-Managed Accounts | $2,259,000 | 41 |
| Total fiduciary and related assets | $8,530,490,000 | 56 |
| Managed Assets ($) | $5,255,517,000 | 50 |
| Non-managed Assets ($) | $3,274,973,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $14,104,000 | 43 |
| 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 | $6,661,000 | 47 |
| Number of Managed Accounts | $4,344,000 | 51 |
| Number of Non-Managed Accounts | $2,317,000 | 42 |
| Total fiduciary and related assets | $8,155,738,000 | 57 |
| Managed Assets ($) | $5,323,132,000 | 49 |
| Non-managed Assets ($) | $2,832,606,000 | 60 |
| Memoranda |
| Gross Fiduciary activities income | $55,254,000 | 43 |
| 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 | $6,819,000 | 44 |
| Number of Managed Accounts | $4,450,000 | 48 |
| Number of Non-Managed Accounts | $2,369,000 | 40 |
| Total fiduciary and related assets | $8,910,652,000 | 56 |
| Managed Assets ($) | $5,641,443,000 | 49 |
| Non-managed Assets ($) | $3,269,209,000 | 53 |
| Memoranda |
| Gross Fiduciary activities income | $42,167,000 | 42 |
| 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 | $7,104,000 | 44 |
| Number of Managed Accounts | $4,702,000 | 43 |
| Number of Non-Managed Accounts | $2,402,000 | 40 |
| Total fiduciary and related assets | $8,599,383,000 | 57 |
| Managed Assets ($) | $5,712,276,000 | 48 |
| Non-managed Assets ($) | $2,887,107,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $28,183,000 | 42 |
| 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 | $7,201,000 | 44 |
| Number of Managed Accounts | $4,819,000 | 40 |
| Number of Non-Managed Accounts | $2,382,000 | 41 |
| Total fiduciary and related assets | $8,618,300,000 | 57 |
| Managed Assets ($) | $6,006,808,000 | 46 |
| Non-managed Assets ($) | $2,611,492,000 | 60 |
| Memoranda |
| Gross Fiduciary activities income | $13,474,000 | 42 |
| 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 | $7,595,000 | 41 |
| Number of Managed Accounts | $4,957,000 | 37 |
| Number of Non-Managed Accounts | $2,638,000 | 38 |
| Total fiduciary and related assets | $8,843,776,000 | 56 |
| Managed Assets ($) | $6,058,515,000 | 45 |
| Non-managed Assets ($) | $2,785,261,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $53,955,000 | 44 |
| 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 | $7,704,000 | 41 |
| Number of Managed Accounts | $5,054,000 | 36 |
| Number of Non-Managed Accounts | $2,650,000 | 36 |
| Total fiduciary and related assets | $8,852,254,000 | 56 |
| Managed Assets ($) | $6,156,859,000 | 43 |
| Non-managed Assets ($) | $2,695,395,000 | 59 |
| Memoranda |
| Gross Fiduciary activities income | $40,771,000 | 44 |
| 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 | $7,972,000 | 40 |
| Number of Managed Accounts | $5,218,000 | 37 |
| Number of Non-Managed Accounts | $2,754,000 | 36 |
| Total fiduciary and related assets | $9,364,549,000 | 57 |
| Managed Assets ($) | $6,559,215,000 | 45 |
| Non-managed Assets ($) | $2,805,334,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $26,937,000 | 45 |
| 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 | $8,119,000 | 41 |
| Number of Managed Accounts | $5,314,000 | 37 |
| Number of Non-Managed Accounts | $2,805,000 | 37 |
| Total fiduciary and related assets | $9,800,803,000 | 58 |
| Managed Assets ($) | $6,808,958,000 | 44 |
| Non-managed Assets ($) | $2,991,845,000 | 59 |
| Memoranda |
| Gross Fiduciary activities income | $13,502,000 | 45 |
| 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 | $8,294,000 | 41 |
| Number of Managed Accounts | $5,423,000 | 37 |
| Number of Non-Managed Accounts | $2,871,000 | 40 |
| Total fiduciary and related assets | $9,998,380,000 | 57 |
| Managed Assets ($) | $6,825,638,000 | 44 |
| Non-managed Assets ($) | $3,172,742,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $58,045,000 | 43 |
| 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 | $8,473,000 | 38 |
| Number of Managed Accounts | $5,598,000 | 35 |
| Number of Non-Managed Accounts | $2,875,000 | 36 |
| Total fiduciary and related assets | $10,083,141,000 | 57 |
| Managed Assets ($) | $6,869,767,000 | 43 |
| Non-managed Assets ($) | $3,213,374,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $42,612,000 | 43 |
| 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 | $8,587,000 | 38 |
| Number of Managed Accounts | $5,708,000 | 34 |
| Number of Non-Managed Accounts | $2,879,000 | 36 |
| Total fiduciary and related assets | $10,312,128,000 | 56 |
| Managed Assets ($) | $7,133,544,000 | 42 |
| Non-managed Assets ($) | $3,178,584,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $28,636,000 | 43 |
| 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 | $8,728,000 | 38 |
| Number of Managed Accounts | $5,814,000 | 34 |
| Number of Non-Managed Accounts | $2,914,000 | 38 |
| Total fiduciary and related assets | $10,258,159,000 | 56 |
| Managed Assets ($) | $7,125,742,000 | 41 |
| Non-managed Assets ($) | $3,132,417,000 | 56 |
| Memoranda |
| Gross Fiduciary activities income | $14,378,000 | 44 |
| 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 | $9,162,000 | 37 |
| Number of Managed Accounts | $6,102,000 | 32 |
| Number of Non-Managed Accounts | $3,060,000 | 37 |
| Total fiduciary and related assets | $10,732,729,000 | 51 |
| Managed Assets ($) | $7,609,530,000 | 39 |
| Non-managed Assets ($) | $3,123,199,000 | 54 |
| Memoranda |
| Gross Fiduciary activities income | $57,208,000 | 43 |
| 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 | $9,206,000 | 37 |
| Number of Managed Accounts | $6,126,000 | 33 |
| Number of Non-Managed Accounts | $3,080,000 | 35 |
| Total fiduciary and related assets | $11,076,421,000 | 50 |
| Managed Assets ($) | $7,608,776,000 | 40 |
| Non-managed Assets ($) | $3,467,645,000 | 52 |
| Memoranda |
| Gross Fiduciary activities income | $43,820,000 | 43 |
| 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 | $9,538,000 | 36 |
| Number of Managed Accounts | $6,408,000 | 31 |
| Number of Non-Managed Accounts | $3,130,000 | 36 |
| Total fiduciary and related assets | $10,994,858,000 | 50 |
| Managed Assets ($) | $7,514,174,000 | 38 |
| Non-managed Assets ($) | $3,480,684,000 | 49 |
| Memoranda |
| Gross Fiduciary activities income | $29,400,000 | 42 |
| 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 | $9,589,000 | 35 |
| Number of Managed Accounts | $6,303,000 | 30 |
| Number of Non-Managed Accounts | $3,286,000 | 35 |
| Total fiduciary and related assets | $11,233,425,000 | 51 |
| Managed Assets ($) | $7,828,666,000 | 38 |
| Non-managed Assets ($) | $3,404,759,000 | 52 |
| Memoranda |
| Gross Fiduciary activities income | $14,566,000 | 41 |
| 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 | $9,849,000 | 35 |
| Number of Managed Accounts | $6,441,000 | 29 |
| Number of Non-Managed Accounts | $3,408,000 | 37 |
| Total fiduciary and related assets | $10,967,186,000 | 50 |
| Managed Assets ($) | $7,543,152,000 | 38 |
| Non-managed Assets ($) | $3,424,034,000 | 51 |
| Memoranda |
| Gross Fiduciary activities income | $57,741,000 | 39 |
| 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 | $9,804,000 | 33 |
| Number of Managed Accounts | $6,394,000 | 28 |
| Number of Non-Managed Accounts | $3,410,000 | 35 |
| Total fiduciary and related assets | $11,333,371,000 | 48 |
| Managed Assets ($) | $7,637,281,000 | 38 |
| Non-managed Assets ($) | $3,696,090,000 | 46 |
| Memoranda |
| Gross Fiduciary activities income | $43,179,000 | 38 |
| 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 | $9,934,000 | 33 |
| Number of Managed Accounts | $6,512,000 | 28 |
| Number of Non-Managed Accounts | $3,422,000 | 36 |
| Total fiduciary and related assets | $11,396,498,000 | 48 |
| Managed Assets ($) | $7,379,973,000 | 38 |
| Non-managed Assets ($) | $4,016,525,000 | 46 |
| Memoranda |
| Gross Fiduciary activities income | $28,874,000 | 37 |
| 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 | $10,617,000 | 34 |
| Number of Managed Accounts | $6,872,000 | 27 |
| Number of Non-Managed Accounts | $3,745,000 | 33 |
| Total fiduciary and related assets | $12,227,299,000 | 46 |
| Managed Assets ($) | $7,661,235,000 | 37 |
| Non-managed Assets ($) | $4,566,064,000 | 43 |
| Memoranda |
| Gross Fiduciary activities income | $14,376,000 | 37 |
| 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 | $10,887,000 | 32 |
| Number of Managed Accounts | $7,066,000 | 27 |
| Number of Non-Managed Accounts | $3,821,000 | 32 |
| Total fiduciary and related assets | $12,381,097,000 | 44 |
| Managed Assets ($) | $7,576,983,000 | 37 |
| Non-managed Assets ($) | $4,804,114,000 | 44 |
| Memoranda |
| Gross Fiduciary activities income | $58,437,000 | 34 |
| 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 | $11,097,000 | 33 |
| Number of Managed Accounts | $7,250,000 | 29 |
| Number of Non-Managed Accounts | $3,847,000 | 29 |
| Total fiduciary and related assets | $12,314,889,000 | 46 |
| Managed Assets ($) | $7,486,576,000 | 39 |
| Non-managed Assets ($) | $4,828,313,000 | 45 |
| Memoranda |
| Gross Fiduciary activities income | $44,579,000 | 34 |
| 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 | $11,177,000 | 34 |
| Number of Managed Accounts | $7,340,000 | 30 |
| Number of Non-Managed Accounts | $3,837,000 | 31 |
| Total fiduciary and related assets | $13,046,900,000 | 48 |
| Managed Assets ($) | $7,681,723,000 | 39 |
| Non-managed Assets ($) | $5,365,177,000 | 47 |
| Memoranda |
| Gross Fiduciary activities income | $29,342,000 | 34 |
| 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 | $10,994,000 | 33 |
| Number of Managed Accounts | $7,123,000 | 29 |
| Number of Non-Managed Accounts | $3,871,000 | 33 |
| Total fiduciary and related assets | $12,689,026,000 | 48 |
| Managed Assets ($) | $7,966,287,000 | 38 |
| Non-managed Assets ($) | $4,722,739,000 | 47 |
| Memoranda |
| Gross Fiduciary activities income | $14,377,000 | 35 |
| 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 | $11,251,000 | 33 |
| Number of Managed Accounts | $7,276,000 | 30 |
| Number of Non-Managed Accounts | $3,975,000 | 34 |
| Total fiduciary and related assets | $13,029,370,000 | 47 |
| Managed Assets ($) | $7,886,442,000 | 39 |
| Non-managed Assets ($) | $5,142,928,000 | 46 |
| Memoranda |
| Gross Fiduciary activities income | $53,987,000 | 35 |
| 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 | $11,280,000 | 32 |
| Number of Managed Accounts | $7,245,000 | 27 |
| Number of Non-Managed Accounts | $4,035,000 | 33 |
| Total fiduciary and related assets | $12,715,917,000 | 46 |
| Managed Assets ($) | $7,831,772,000 | 37 |
| Non-managed Assets ($) | $4,884,145,000 | 46 |
| Memoranda |
| Gross Fiduciary activities income | $38,860,000 | 35 |
| 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 | $10,248,000 | 34 |
| Number of Managed Accounts | $6,481,000 | 29 |
| Number of Non-Managed Accounts | $3,767,000 | 37 |
| Total fiduciary and related assets | $11,433,885,000 | 48 |
| Managed Assets ($) | $7,116,335,000 | 39 |
| Non-managed Assets ($) | $4,317,550,000 | 45 |
| Memoranda |
| Gross Fiduciary activities income | $26,281,000 | 35 |
| 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 | $10,154,000 | 36 |
| Number of Managed Accounts | $6,488,000 | 28 |
| Number of Non-Managed Accounts | $3,666,000 | 35 |
| Total fiduciary and related assets | $11,524,094,000 | 50 |
| Managed Assets ($) | $7,201,697,000 | 39 |
| Non-managed Assets ($) | $4,322,397,000 | 46 |
| Memoranda |
| Gross Fiduciary activities income | $12,746,000 | 35 |
| 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 | $8,796,000 | 43 |
| Number of Managed Accounts | $6,402,000 | 31 |
| Number of Non-Managed Accounts | $2,394,000 | 47 |
| Total fiduciary and related assets | $17,489,823,000 | 37 |
| Managed Assets ($) | $7,156,294,000 | 40 |
| Non-managed Assets ($) | $10,333,529,000 | 34 |
| Memoranda |
| Gross Fiduciary activities income | $47,346,000 | 37 |
| 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 | $8,744,000 | 44 |
| Number of Managed Accounts | $6,419,000 | 31 |
| Number of Non-Managed Accounts | $2,325,000 | 47 |
| Total fiduciary and related assets | $16,879,997,000 | 42 |
| Managed Assets ($) | $7,066,656,000 | 44 |
| Non-managed Assets ($) | $9,813,341,000 | 36 |
| Memoranda |
| Gross Fiduciary activities income | $34,612,000 | 38 |
| 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 | $8,874,000 | 45 |
| Number of Managed Accounts | $6,470,000 | 34 |
| Number of Non-Managed Accounts | $2,404,000 | 47 |
| Total fiduciary and related assets | $16,407,766,000 | 39 |
| Managed Assets ($) | $6,518,240,000 | 46 |
| Non-managed Assets ($) | $9,889,526,000 | 34 |
| Memoranda |
| Gross Fiduciary activities income | $26,062,000 | 40 |
| 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 | $8,919,000 | 45 |
| Number of Managed Accounts | $6,514,000 | 33 |
| Number of Non-Managed Accounts | $2,405,000 | 44 |
| Total fiduciary and related assets | $16,650,779,000 | 38 |
| Managed Assets ($) | $6,111,727,000 | 45 |
| Non-managed Assets ($) | $10,539,052,000 | 33 |
| Memoranda |
| Gross Fiduciary activities income | $13,358,000 | 39 |
| 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 | $9,198,000 | 44 |
| Number of Managed Accounts | $6,721,000 | 34 |
| Number of Non-Managed Accounts | $2,477,000 | 50 |
| Total fiduciary and related assets | $17,429,954,000 | 40 |
| Managed Assets ($) | $6,484,328,000 | 45 |
| Non-managed Assets ($) | $10,945,626,000 | 34 |
| Memoranda |
| Gross Fiduciary activities income | $62,434,000 | 39 |
| 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 | $9,432,000 | 42 |
| Number of Managed Accounts | $6,955,000 | 29 |
| Number of Non-Managed Accounts | $2,477,000 | 47 |
| Total fiduciary and related assets | $19,283,016,000 | 40 |
| Managed Assets ($) | $7,206,552,000 | 46 |
| Non-managed Assets ($) | $12,076,464,000 | 34 |
| Memoranda |
| Gross Fiduciary activities income | $47,285,000 | 41 |
| 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 | $9,517,000 | 43 |
| Number of Managed Accounts | $7,026,000 | 30 |
| Number of Non-Managed Accounts | $2,491,000 | 47 |
| Total fiduciary and related assets | $19,315,457,000 | 44 |
| Managed Assets ($) | $7,296,236,000 | 48 |
| Non-managed Assets ($) | $12,019,221,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $31,787,000 | 42 |
| 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 | $7,049,000 | 49 |
| Number of Managed Accounts | $6,582,000 | 31 |
| Number of Non-Managed Accounts | $467,000 | 118 |
| Total fiduciary and related assets | $6,720,062,000 | 70 |
| Managed Assets ($) | $5,465,893,000 | 51 |
| Non-managed Assets ($) | $1,254,169,000 | 90 |
| Memoranda |
| Gross Fiduciary activities income | $11,655,000 | 47 |
| 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 | $7,126,000 | 50 |
| Number of Managed Accounts | $6,655,000 | 33 |
| Number of Non-Managed Accounts | $471,000 | 140 |
| Total fiduciary and related assets | $6,916,868,000 | 68 |
| Managed Assets ($) | $5,592,788,000 | 52 |
| Non-managed Assets ($) | $1,324,080,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $47,036,000 | 47 |
| 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 | $7,238,000 | 50 |
| Number of Managed Accounts | $6,755,000 | 31 |
| Number of Non-Managed Accounts | $483,000 | 111 |
| Total fiduciary and related assets | $7,080,282,000 | 68 |
| Managed Assets ($) | $5,742,991,000 | 51 |
| Non-managed Assets ($) | $1,337,291,000 | 88 |
| Memoranda |
| Gross Fiduciary activities income | $34,821,000 | 48 |
| 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 | $7,269,000 | 49 |
| Number of Managed Accounts | $6,783,000 | 32 |
| Number of Non-Managed Accounts | $486,000 | 112 |
| Total fiduciary and related assets | $6,956,497,000 | 70 |
| Managed Assets ($) | $5,688,483,000 | 51 |
| Non-managed Assets ($) | $1,268,014,000 | 94 |
| Memoranda |
| Gross Fiduciary activities income | $22,997,000 | 50 |
| 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 | $7,495,000 | 47 |
| Number of Managed Accounts | $6,982,000 | 30 |
| Number of Non-Managed Accounts | $513,000 | 105 |
| Total fiduciary and related assets | $6,772,580,000 | 69 |
| Managed Assets ($) | $5,588,079,000 | 51 |
| Non-managed Assets ($) | $1,184,501,000 | 96 |
| Memoranda |
| Gross Fiduciary activities income | $11,382,000 | 50 |
| 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 | $7,581,000 | 48 |
| Number of Managed Accounts | $7,087,000 | 31 |
| Number of Non-Managed Accounts | $494,000 | 126 |
| Total fiduciary and related assets | $6,719,424,000 | 69 |
| Managed Assets ($) | $5,572,588,000 | 51 |
| Non-managed Assets ($) | $1,146,836,000 | 98 |
| Memoranda |
| Gross Fiduciary activities income | $45,642,000 | 51 |
| 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 | $7,682,000 | 50 |
| Number of Managed Accounts | $7,202,000 | 30 |
| Number of Non-Managed Accounts | $480,000 | 110 |
| Total fiduciary and related assets | $6,485,512,000 | 74 |
| Managed Assets ($) | $5,468,291,000 | 56 |
| Non-managed Assets ($) | $1,017,221,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $34,099,000 | 54 |
| 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 | $9,502,000 | 44 |
| Number of Managed Accounts | $7,497,000 | 29 |
| Number of Non-Managed Accounts | $2,005,000 | 53 |
| Total fiduciary and related assets | $7,781,989,000 | 72 |
| Managed Assets ($) | $5,395,617,000 | 58 |
| Non-managed Assets ($) | $2,386,372,000 | 73 |
| Memoranda |
| Gross Fiduciary activities income | $23,093,000 | 55 |
| 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 | $9,754,000 | 43 |
| Number of Managed Accounts | $7,757,000 | 29 |
| Number of Non-Managed Accounts | $1,997,000 | 51 |
| Total fiduciary and related assets | $7,903,320,000 | 71 |
| Managed Assets ($) | $5,602,443,000 | 57 |
| Non-managed Assets ($) | $2,300,877,000 | 74 |
| Memoranda |
| Gross Fiduciary activities income | $11,353,000 | 53 |
| 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 | $9,332,000 | 49 |
| Number of Managed Accounts | $7,390,000 | 34 |
| Number of Non-Managed Accounts | $1,942,000 | 59 |
| Total fiduciary and related assets | $7,144,018,000 | 75 |
| Managed Assets ($) | $5,147,502,000 | 62 |
| Non-managed Assets ($) | $1,996,516,000 | 82 |
| Memoranda |
| Gross Fiduciary activities income | $35,240,000 | 57 |
| 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 | $9,295,000 | 45 |
| Number of Managed Accounts | $7,365,000 | 31 |
| Number of Non-Managed Accounts | $1,930,000 | 51 |
| Total fiduciary and related assets | $7,217,299,000 | 75 |
| Managed Assets ($) | $5,031,008,000 | 61 |
| Non-managed Assets ($) | $2,186,291,000 | 76 |
| Memoranda |
| Gross Fiduciary activities income | $24,611,000 | 60 |
| 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 | $9,267,000 | 44 |
| Number of Managed Accounts | $7,359,000 | 30 |
| Number of Non-Managed Accounts | $1,908,000 | 50 |
| Total fiduciary and related assets | $6,820,950,000 | 72 |
| Managed Assets ($) | $4,968,269,000 | 59 |
| Non-managed Assets ($) | $1,852,681,000 | 78 |
| Memoranda |
| Gross Fiduciary activities income | $13,947,000 | 63 |
| 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 | $9,370,000 | 46 |
| Number of Managed Accounts | $7,490,000 | 31 |
| Number of Non-Managed Accounts | $1,880,000 | 54 |
| Total fiduciary and related assets | $6,735,060,000 | 75 |
| Managed Assets ($) | $4,950,177,000 | 62 |
| Non-managed Assets ($) | $1,784,883,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $3,545,000 | 89 |
| 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 | $9,515,000 | 50 |
| Number of Managed Accounts | $7,614,000 | 30 |
| Number of Non-Managed Accounts | $1,901,000 | 60 |
| Total fiduciary and related assets | $6,810,074,000 | 76 |
| Managed Assets ($) | $5,030,168,000 | 61 |
| Non-managed Assets ($) | $1,779,906,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $39,793,000 | 54 |
| 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 | $9,629,000 | 45 |
| Number of Managed Accounts | $7,763,000 | 28 |
| Number of Non-Managed Accounts | $1,866,000 | 57 |
| Total fiduciary and related assets | $6,452,489,000 | 75 |
| Managed Assets ($) | $4,860,028,000 | 61 |
| Non-managed Assets ($) | $1,592,461,000 | 90 |
| Memoranda |
| Gross Fiduciary activities income | $29,306,000 | 53 |
| 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 | $9,730,000 | 45 |
| Number of Managed Accounts | $7,882,000 | 28 |
| Number of Non-Managed Accounts | $1,848,000 | 59 |
| Total fiduciary and related assets | $6,534,099,000 | 76 |
| Managed Assets ($) | $4,928,680,000 | 62 |
| Non-managed Assets ($) | $1,605,419,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $19,021,000 | 55 |
| 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 | $8,409,000 | 48 |
| Number of Managed Accounts | $6,578,000 | 36 |
| Number of Non-Managed Accounts | $1,831,000 | 58 |
| Total fiduciary and related assets | $5,920,954,000 | 80 |
| Managed Assets ($) | $4,199,741,000 | 67 |
| Non-managed Assets ($) | $1,721,213,000 | 88 |
| Memoranda |
| Gross Fiduciary activities income | $9,150,000 | 56 |
| 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 | $8,401,000 | 53 |
| Number of Managed Accounts | $6,591,000 | 38 |
| Number of Non-Managed Accounts | $1,810,000 | 64 |
| Total fiduciary and related assets | $5,739,110,000 | 82 |
| Managed Assets ($) | $4,193,963,000 | 67 |
| Non-managed Assets ($) | $1,545,147,000 | 95 |
| Memoranda |
| Gross Fiduciary activities income | $31,968,000 | 62 |
| 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 | $8,376,000 | 50 |
| Number of Managed Accounts | $6,563,000 | 35 |
| Number of Non-Managed Accounts | $1,813,000 | 64 |
| Total fiduciary and related assets | $5,557,017,000 | 82 |
| Managed Assets ($) | $4,011,278,000 | 68 |
| Non-managed Assets ($) | $1,545,739,000 | 98 |
| Memoranda |
| Gross Fiduciary activities income | $23,497,000 | 64 |
| 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 | $8,412,000 | 50 |
| Number of Managed Accounts | $6,638,000 | 36 |
| Number of Non-Managed Accounts | $1,774,000 | 68 |
| Total fiduciary and related assets | $5,454,632,000 | 83 |
| Managed Assets ($) | $3,959,517,000 | 68 |
| Non-managed Assets ($) | $1,495,115,000 | 100 |
| Memoranda |
| Gross Fiduciary activities income | $15,312,000 | 65 |
| 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 | $8,323,000 | 52 |
| Number of Managed Accounts | $6,684,000 | 36 |
| Number of Non-Managed Accounts | $1,639,000 | 73 |
| Total fiduciary and related assets | $5,116,088,000 | 86 |
| Managed Assets ($) | $3,714,760,000 | 68 |
| Non-managed Assets ($) | $1,401,328,000 | 100 |
| Memoranda |
| Gross Fiduciary activities income | $7,353,000 | 67 |
| 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 | $8,424,000 | 53 |
| Number of Managed Accounts | $6,763,000 | 38 |
| Number of Non-Managed Accounts | $1,661,000 | 76 |
| Total fiduciary and related assets | $4,912,412,000 | 86 |
| Managed Assets ($) | $3,561,948,000 | 69 |
| Non-managed Assets ($) | $1,350,464,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $32,455,000 | 64 |
| 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 | $439,000 | 425 |
| Number of Managed Accounts | $132,000 | 657 |
| Number of Non-Managed Accounts | $307,000 | 217 |
| Total fiduciary and related assets | $493,691,000 | 247 |
| Managed Assets ($) | $197,479,000 | 331 |
| Non-managed Assets ($) | $296,212,000 | 164 |
| Memoranda |
| Gross Fiduciary activities income | $2,565,000 | 251 |
| 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 | $3,324,000 | 213 |
| 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 | $2,819,000 | 267 |
| 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 | $2,220,000 | 303 |
| 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 | $1,181,000 | 429 |
| 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 | $518,000 | 694 |
| 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 | $88,000 | 1,186 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |
