| 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 | $19,500,000 | 29 |
| Number of Managed Accounts | $19,153,000 | 18 |
| Number of Non-Managed Accounts | $347,000 | 103 |
| Total fiduciary and related assets | $148,235,486,000 | 16 |
| Managed Assets ($) | $41,417,268,000 | 20 |
| Non-managed Assets ($) | $106,818,218,000 | 14 |
| Memoranda |
| Gross Fiduciary activities income | $197,970,000 | 24 |
| 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 | $19,436,000 | 28 |
| Number of Managed Accounts | $19,083,000 | 17 |
| Number of Non-Managed Accounts | $353,000 | 105 |
| Total fiduciary and related assets | $147,647,356,000 | 16 |
| Managed Assets ($) | $40,562,892,000 | 20 |
| Non-managed Assets ($) | $107,084,464,000 | 14 |
| Memoranda |
| Gross Fiduciary activities income | $128,652,000 | 26 |
| 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 | $19,402,000 | 31 |
| Number of Managed Accounts | $19,047,000 | 18 |
| Number of Non-Managed Accounts | $355,000 | 106 |
| Total fiduciary and related assets | $146,322,574,000 | 17 |
| Managed Assets ($) | $39,188,625,000 | 21 |
| Non-managed Assets ($) | $107,133,949,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $62,349,000 | 25 |
| 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 | $17,219,000 | 34 |
| Number of Managed Accounts | $16,907,000 | 18 |
| Number of Non-Managed Accounts | $312,000 | 125 |
| Total fiduciary and related assets | $140,955,070,000 | 18 |
| Managed Assets ($) | $33,024,920,000 | 24 |
| Non-managed Assets ($) | $107,930,150,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $238,859,000 | 27 |
| 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 | $17,223,000 | 33 |
| Number of Managed Accounts | $16,904,000 | 18 |
| Number of Non-Managed Accounts | $319,000 | 114 |
| Total fiduciary and related assets | $149,489,982,000 | 16 |
| Managed Assets ($) | $30,958,032,000 | 23 |
| Non-managed Assets ($) | $118,531,950,000 | 14 |
| Memoranda |
| Gross Fiduciary activities income | $182,814,000 | 27 |
| 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 | $17,219,000 | 30 |
| Number of Managed Accounts | $16,888,000 | 18 |
| Number of Non-Managed Accounts | $331,000 | 98 |
| Total fiduciary and related assets | $153,491,097,000 | 13 |
| Managed Assets ($) | $32,184,101,000 | 20 |
| Non-managed Assets ($) | $121,306,996,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $124,507,000 | 22 |
| 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 | $17,305,000 | 30 |
| Number of Managed Accounts | $16,967,000 | 18 |
| Number of Non-Managed Accounts | $338,000 | 100 |
| Total fiduciary and related assets | $160,623,650,000 | 14 |
| Managed Assets ($) | $36,176,260,000 | 19 |
| Non-managed Assets ($) | $124,447,390,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $64,452,000 | 22 |
| 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 | $17,258,000 | 29 |
| Number of Managed Accounts | $16,892,000 | 18 |
| Number of Non-Managed Accounts | $366,000 | 101 |
| Total fiduciary and related assets | $165,584,085,000 | 13 |
| Managed Assets ($) | $38,871,577,000 | 19 |
| Non-managed Assets ($) | $126,712,508,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $260,234,000 | 22 |
| 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 | $17,245,000 | 29 |
| Number of Managed Accounts | $16,702,000 | 18 |
| Number of Non-Managed Accounts | $543,000 | 73 |
| Total fiduciary and related assets | $154,986,059,000 | 14 |
| Managed Assets ($) | $36,343,258,000 | 19 |
| Non-managed Assets ($) | $118,642,801,000 | 13 |
| Memoranda |
| Gross Fiduciary activities income | $194,335,000 | 22 |
| 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 | $17,245,000 | 31 |
| Number of Managed Accounts | $16,508,000 | 18 |
| Number of Non-Managed Accounts | $737,000 | 63 |
| Total fiduciary and related assets | $172,124,734,000 | 13 |
| Managed Assets ($) | $36,402,206,000 | 20 |
| Non-managed Assets ($) | $135,722,528,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $128,088,000 | 23 |
| 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 | $17,212,000 | 31 |
| Number of Managed Accounts | $16,358,000 | 18 |
| Number of Non-Managed Accounts | $854,000 | 60 |
| Total fiduciary and related assets | $175,136,783,000 | 13 |
| Managed Assets ($) | $34,676,851,000 | 20 |
| Non-managed Assets ($) | $140,459,932,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $62,903,000 | 23 |
| 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 | $17,095,000 | 32 |
| Number of Managed Accounts | $16,207,000 | 19 |
| Number of Non-Managed Accounts | $888,000 | 64 |
| Total fiduciary and related assets | $174,699,895,000 | 13 |
| Managed Assets ($) | $33,593,004,000 | 20 |
| Non-managed Assets ($) | $141,106,891,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $233,090,000 | 24 |
| 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 | $16,863,000 | 31 |
| Number of Managed Accounts | $15,951,000 | 19 |
| Number of Non-Managed Accounts | $912,000 | 59 |
| Total fiduciary and related assets | $155,153,596,000 | 13 |
| Managed Assets ($) | $30,845,022,000 | 20 |
| Non-managed Assets ($) | $124,308,574,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $173,532,000 | 23 |
| 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 | $17,036,000 | 31 |
| Number of Managed Accounts | $16,104,000 | 19 |
| Number of Non-Managed Accounts | $932,000 | 60 |
| Total fiduciary and related assets | $151,508,821,000 | 12 |
| Managed Assets ($) | $29,843,500,000 | 20 |
| Non-managed Assets ($) | $121,665,321,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $115,523,000 | 22 |
| 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 | $17,134,000 | 31 |
| Number of Managed Accounts | $16,179,000 | 19 |
| Number of Non-Managed Accounts | $955,000 | 59 |
| Total fiduciary and related assets | $141,383,752,000 | 12 |
| Managed Assets ($) | $26,639,386,000 | 21 |
| Non-managed Assets ($) | $114,744,366,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $57,959,000 | 22 |
| 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 | $17,040,000 | 31 |
| Number of Managed Accounts | $16,074,000 | 19 |
| Number of Non-Managed Accounts | $966,000 | 65 |
| Total fiduciary and related assets | $153,653,416,000 | 12 |
| Managed Assets ($) | $30,602,135,000 | 22 |
| Non-managed Assets ($) | $123,051,281,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $228,844,000 | 21 |
| 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 | $17,006,000 | 32 |
| Number of Managed Accounts | $16,022,000 | 20 |
| Number of Non-Managed Accounts | $984,000 | 63 |
| Total fiduciary and related assets | $145,004,327,000 | 13 |
| Managed Assets ($) | $29,342,266,000 | 23 |
| Non-managed Assets ($) | $115,662,061,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $170,694,000 | 22 |
| 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 | $16,819,000 | 32 |
| Number of Managed Accounts | $15,842,000 | 20 |
| Number of Non-Managed Accounts | $977,000 | 64 |
| Total fiduciary and related assets | $144,867,483,000 | 12 |
| Managed Assets ($) | $29,170,349,000 | 21 |
| Non-managed Assets ($) | $115,697,134,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $114,084,000 | 22 |
| 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 | $16,910,000 | 32 |
| Number of Managed Accounts | $15,927,000 | 20 |
| Number of Non-Managed Accounts | $983,000 | 64 |
| Total fiduciary and related assets | $143,976,600,000 | 12 |
| Managed Assets ($) | $28,739,749,000 | 21 |
| Non-managed Assets ($) | $115,236,851,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $56,426,000 | 21 |
| 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 | $17,017,000 | 32 |
| Number of Managed Accounts | $16,024,000 | 21 |
| Number of Non-Managed Accounts | $993,000 | 66 |
| Total fiduciary and related assets | $138,594,410,000 | 12 |
| Managed Assets ($) | $27,017,861,000 | 20 |
| Non-managed Assets ($) | $111,576,549,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $232,196,000 | 22 |
| 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 | $17,239,000 | 32 |
| Number of Managed Accounts | $16,206,000 | 21 |
| Number of Non-Managed Accounts | $1,033,000 | 61 |
| Total fiduciary and related assets | $153,175,013,000 | 12 |
| Managed Assets ($) | $29,717,505,000 | 21 |
| Non-managed Assets ($) | $123,457,508,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $174,763,000 | 22 |
| 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 | $17,297,000 | 30 |
| Number of Managed Accounts | $16,251,000 | 21 |
| Number of Non-Managed Accounts | $1,046,000 | 61 |
| Total fiduciary and related assets | $150,588,136,000 | 12 |
| Managed Assets ($) | $28,796,892,000 | 20 |
| Non-managed Assets ($) | $121,791,244,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $116,406,000 | 20 |
| 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 | $17,387,000 | 31 |
| Number of Managed Accounts | $16,385,000 | 20 |
| Number of Non-Managed Accounts | $1,002,000 | 63 |
| Total fiduciary and related assets | $148,471,084,000 | 12 |
| Managed Assets ($) | $28,926,130,000 | 20 |
| Non-managed Assets ($) | $119,544,954,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $58,132,000 | 20 |
| 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 | $17,478,000 | 31 |
| Number of Managed Accounts | $16,464,000 | 20 |
| Number of Non-Managed Accounts | $1,014,000 | 68 |
| Total fiduciary and related assets | $150,716,362,000 | 12 |
| Managed Assets ($) | $36,090,814,000 | 16 |
| Non-managed Assets ($) | $114,625,548,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $263,634,000 | 16 |
| 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 | $17,480,000 | 31 |
| Number of Managed Accounts | $16,499,000 | 20 |
| Number of Non-Managed Accounts | $981,000 | 64 |
| Total fiduciary and related assets | $138,026,364,000 | 13 |
| Managed Assets ($) | $32,784,851,000 | 16 |
| Non-managed Assets ($) | $105,241,513,000 | 13 |
| Memoranda |
| Gross Fiduciary activities income | $201,400,000 | 16 |
| 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 | $17,851,000 | 29 |
| Number of Managed Accounts | $16,776,000 | 19 |
| Number of Non-Managed Accounts | $1,075,000 | 61 |
| Total fiduciary and related assets | $134,799,785,000 | 13 |
| Managed Assets ($) | $32,245,711,000 | 16 |
| Non-managed Assets ($) | $102,554,074,000 | 13 |
| Memoranda |
| Gross Fiduciary activities income | $134,753,000 | 15 |
| 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 | $17,929,000 | 29 |
| Number of Managed Accounts | $16,858,000 | 18 |
| Number of Non-Managed Accounts | $1,071,000 | 62 |
| Total fiduciary and related assets | $133,294,570,000 | 13 |
| Managed Assets ($) | $32,092,951,000 | 16 |
| Non-managed Assets ($) | $101,201,619,000 | 13 |
| Memoranda |
| Gross Fiduciary activities income | $66,453,000 | 14 |
| 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 | $18,079,000 | 29 |
| Number of Managed Accounts | $16,954,000 | 18 |
| Number of Non-Managed Accounts | $1,125,000 | 63 |
| Total fiduciary and related assets | $132,052,044,000 | 13 |
| Managed Assets ($) | $31,570,374,000 | 16 |
| Non-managed Assets ($) | $100,481,670,000 | 13 |
| Memoranda |
| Gross Fiduciary activities income | $268,891,000 | 15 |
| 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 | $18,345,000 | 29 |
| Number of Managed Accounts | $17,200,000 | 18 |
| Number of Non-Managed Accounts | $1,145,000 | 58 |
| Total fiduciary and related assets | $132,723,703,000 | 13 |
| Managed Assets ($) | $31,647,212,000 | 16 |
| Non-managed Assets ($) | $101,076,491,000 | 13 |
| Memoranda |
| Gross Fiduciary activities income | $203,390,000 | 14 |
| 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 | $18,529,000 | 28 |
| Number of Managed Accounts | $17,369,000 | 18 |
| Number of Non-Managed Accounts | $1,160,000 | 57 |
| Total fiduciary and related assets | $131,061,229,000 | 13 |
| Managed Assets ($) | $31,465,807,000 | 16 |
| Non-managed Assets ($) | $99,595,422,000 | 13 |
| Memoranda |
| Gross Fiduciary activities income | $135,855,000 | 14 |
| 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 | $18,915,000 | 27 |
| Number of Managed Accounts | $17,735,000 | 17 |
| Number of Non-Managed Accounts | $1,180,000 | 57 |
| Total fiduciary and related assets | $130,428,426,000 | 13 |
| Managed Assets ($) | $31,556,469,000 | 15 |
| Non-managed Assets ($) | $98,871,957,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $66,491,000 | 14 |
| 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 | $19,241,000 | 26 |
| Number of Managed Accounts | $18,057,000 | 16 |
| Number of Non-Managed Accounts | $1,184,000 | 62 |
| Total fiduciary and related assets | $130,340,405,000 | 13 |
| Managed Assets ($) | $32,386,821,000 | 15 |
| Non-managed Assets ($) | $97,953,584,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $318,933,000 | 14 |
| 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 | $19,740,000 | 26 |
| Number of Managed Accounts | $18,529,000 | 16 |
| Number of Non-Managed Accounts | $1,211,000 | 58 |
| Total fiduciary and related assets | $133,028,736,000 | 13 |
| Managed Assets ($) | $32,313,164,000 | 14 |
| Non-managed Assets ($) | $100,715,572,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $249,932,000 | 14 |
| 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 | $20,859,000 | 26 |
| Number of Managed Accounts | $19,636,000 | 17 |
| Number of Non-Managed Accounts | $1,223,000 | 57 |
| Total fiduciary and related assets | $137,983,267,000 | 13 |
| Managed Assets ($) | $35,236,838,000 | 14 |
| Non-managed Assets ($) | $102,746,429,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $169,504,000 | 14 |
| 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 | $21,180,000 | 26 |
| Number of Managed Accounts | $19,965,000 | 16 |
| Number of Non-Managed Accounts | $1,215,000 | 57 |
| Total fiduciary and related assets | $136,950,160,000 | 13 |
| Managed Assets ($) | $36,331,087,000 | 13 |
| Non-managed Assets ($) | $100,619,073,000 | 12 |
| Memoranda |
| Gross Fiduciary activities income | $82,618,000 | 14 |
| 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 | $21,311,000 | 27 |
| Number of Managed Accounts | $20,070,000 | 15 |
| Number of Non-Managed Accounts | $1,241,000 | 61 |
| Total fiduciary and related assets | $136,581,633,000 | 13 |
| Managed Assets ($) | $36,533,347,000 | 12 |
| Non-managed Assets ($) | $100,048,286,000 | 13 |
| Memoranda |
| Gross Fiduciary activities income | $342,582,000 | 13 |
| 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 | $21,444,000 | 27 |
| Number of Managed Accounts | $20,200,000 | 15 |
| Number of Non-Managed Accounts | $1,244,000 | 57 |
| Total fiduciary and related assets | $130,726,759,000 | 14 |
| Managed Assets ($) | $36,380,159,000 | 12 |
| Non-managed Assets ($) | $94,346,600,000 | 13 |
| Memoranda |
| Gross Fiduciary activities income | $257,569,000 | 13 |
| 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 | $21,603,000 | 27 |
| Number of Managed Accounts | $20,231,000 | 15 |
| Number of Non-Managed Accounts | $1,372,000 | 55 |
| Total fiduciary and related assets | $132,545,826,000 | 13 |
| Managed Assets ($) | $37,343,038,000 | 12 |
| Non-managed Assets ($) | $95,202,788,000 | 13 |
| Memoranda |
| Gross Fiduciary activities income | $172,514,000 | 13 |
| 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 | $21,717,000 | 28 |
| Number of Managed Accounts | $20,461,000 | 15 |
| Number of Non-Managed Accounts | $1,256,000 | 60 |
| Total fiduciary and related assets | $133,271,284,000 | 14 |
| Managed Assets ($) | $38,498,826,000 | 14 |
| Non-managed Assets ($) | $94,772,458,000 | 14 |
| Memoranda |
| Gross Fiduciary activities income | $84,753,000 | 13 |
| 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 | $21,947,000 | 27 |
| Number of Managed Accounts | $20,645,000 | 15 |
| Number of Non-Managed Accounts | $1,302,000 | 61 |
| Total fiduciary and related assets | $131,658,869,000 | 14 |
| Managed Assets ($) | $38,688,010,000 | 14 |
| Non-managed Assets ($) | $92,970,859,000 | 14 |
| Memoranda |
| Gross Fiduciary activities income | $336,284,000 | 13 |
| 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 | $22,437,000 | 27 |
| Number of Managed Accounts | $21,116,000 | 16 |
| Number of Non-Managed Accounts | $1,321,000 | 55 |
| Total fiduciary and related assets | $122,762,364,000 | 15 |
| Managed Assets ($) | $38,118,725,000 | 14 |
| Non-managed Assets ($) | $84,643,639,000 | 14 |
| Memoranda |
| Gross Fiduciary activities income | $249,548,000 | 13 |
| 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 | $22,939,000 | 27 |
| Number of Managed Accounts | $21,599,000 | 15 |
| Number of Non-Managed Accounts | $1,340,000 | 56 |
| Total fiduciary and related assets | $119,876,891,000 | 15 |
| Managed Assets ($) | $37,481,427,000 | 15 |
| Non-managed Assets ($) | $82,395,464,000 | 14 |
| Memoranda |
| Gross Fiduciary activities income | $168,607,000 | 13 |
| 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 | $23,149,000 | 27 |
| Number of Managed Accounts | $21,796,000 | 15 |
| Number of Non-Managed Accounts | $1,353,000 | 59 |
| Total fiduciary and related assets | $122,235,502,000 | 15 |
| Managed Assets ($) | $38,400,069,000 | 15 |
| Non-managed Assets ($) | $83,835,433,000 | 14 |
| Memoranda |
| Gross Fiduciary activities income | $84,535,000 | 12 |
| 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 | $23,668,000 | 25 |
| Number of Managed Accounts | $22,303,000 | 12 |
| Number of Non-Managed Accounts | $1,365,000 | 63 |
| Total fiduciary and related assets | $118,889,353,000 | 15 |
| Managed Assets ($) | $38,918,597,000 | 15 |
| Non-managed Assets ($) | $79,970,756,000 | 14 |
| Memoranda |
| Gross Fiduciary activities income | $340,289,000 | 12 |
| 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 | $24,548,000 | 24 |
| Number of Managed Accounts | $23,161,000 | 11 |
| Number of Non-Managed Accounts | $1,387,000 | 56 |
| Total fiduciary and related assets | $115,998,124,000 | 15 |
| Managed Assets ($) | $39,983,181,000 | 15 |
| Non-managed Assets ($) | $76,014,943,000 | 14 |
| Memoranda |
| Gross Fiduciary activities income | $257,342,000 | 12 |
| 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 | $10,862,000 | 32 |
| Number of Managed Accounts | $10,719,000 | 20 |
| Number of Non-Managed Accounts | $143,000 | 175 |
| Total fiduciary and related assets | $52,948,323,000 | 21 |
| Managed Assets ($) | $20,077,908,000 | 22 |
| Non-managed Assets ($) | $32,870,415,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $58,758,000 | 28 |
| 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 | $10,811,000 | 33 |
| Number of Managed Accounts | $10,666,000 | 21 |
| Number of Non-Managed Accounts | $145,000 | 175 |
| Total fiduciary and related assets | $53,471,267,000 | 19 |
| Managed Assets ($) | $20,590,848,000 | 21 |
| Non-managed Assets ($) | $32,880,419,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $28,190,000 | 28 |
| 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 | $10,818,000 | 33 |
| Number of Managed Accounts | $10,673,000 | 20 |
| Number of Non-Managed Accounts | $145,000 | 252 |
| Total fiduciary and related assets | $55,330,267,000 | 18 |
| Managed Assets ($) | $19,643,535,000 | 20 |
| Non-managed Assets ($) | $35,686,732,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $119,842,000 | 24 |
| 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 | $10,694,000 | 34 |
| Number of Managed Accounts | $10,464,000 | 22 |
| Number of Non-Managed Accounts | $230,000 | 140 |
| Total fiduciary and related assets | $54,981,052,000 | 19 |
| Managed Assets ($) | $19,166,449,000 | 21 |
| Non-managed Assets ($) | $35,814,603,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $92,407,000 | 22 |
| 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 | $8,356,000 | 39 |
| Number of Managed Accounts | $8,125,000 | 27 |
| Number of Non-Managed Accounts | $231,000 | 143 |
| Total fiduciary and related assets | $53,476,240,000 | 21 |
| Managed Assets ($) | $17,615,191,000 | 23 |
| Non-managed Assets ($) | $35,861,049,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $49,934,000 | 24 |
| 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 | $8,375,000 | 39 |
| Number of Managed Accounts | $8,137,000 | 24 |
| Number of Non-Managed Accounts | $238,000 | 145 |
| Total fiduciary and related assets | $53,742,645,000 | 21 |
| Managed Assets ($) | $17,877,999,000 | 22 |
| Non-managed Assets ($) | $35,864,646,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $24,144,000 | 25 |
| 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 | $8,434,000 | 39 |
| Number of Managed Accounts | $8,171,000 | 25 |
| Number of Non-Managed Accounts | $263,000 | 181 |
| Total fiduciary and related assets | $53,330,873,000 | 22 |
| Managed Assets ($) | $17,410,444,000 | 23 |
| Non-managed Assets ($) | $35,920,429,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $90,112,000 | 26 |
| 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 | $8,566,000 | 38 |
| Number of Managed Accounts | $8,289,000 | 24 |
| Number of Non-Managed Accounts | $277,000 | 135 |
| Total fiduciary and related assets | $53,442,235,000 | 20 |
| Managed Assets ($) | $16,852,788,000 | 23 |
| Non-managed Assets ($) | $36,589,447,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $66,708,000 | 26 |
| 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 | $8,889,000 | 39 |
| Number of Managed Accounts | $8,552,000 | 23 |
| Number of Non-Managed Accounts | $337,000 | 124 |
| Total fiduciary and related assets | $52,737,344,000 | 19 |
| Managed Assets ($) | $16,050,416,000 | 23 |
| Non-managed Assets ($) | $36,686,928,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $43,995,000 | 25 |
| 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 | $7,344,000 | 43 |
| Number of Managed Accounts | $7,218,000 | 27 |
| Number of Non-Managed Accounts | $126,000 | 195 |
| Total fiduciary and related assets | $52,481,625,000 | 23 |
| Managed Assets ($) | $16,268,109,000 | 23 |
| Non-managed Assets ($) | $36,213,516,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $20,562,000 | 27 |
| 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 | $7,472,000 | 47 |
| Number of Managed Accounts | $7,336,000 | 28 |
| Number of Non-Managed Accounts | $136,000 | 282 |
| Total fiduciary and related assets | $52,212,190,000 | 22 |
| Managed Assets ($) | $15,999,278,000 | 24 |
| Non-managed Assets ($) | $36,212,912,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $78,724,000 | 29 |
| 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 | $7,853,000 | 48 |
| Number of Managed Accounts | $7,393,000 | 29 |
| Number of Non-Managed Accounts | $460,000 | 110 |
| Total fiduciary and related assets | $48,037,150,000 | 26 |
| Managed Assets ($) | $15,582,638,000 | 26 |
| Non-managed Assets ($) | $32,454,512,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $57,886,000 | 31 |
| 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 | $8,151,000 | 47 |
| Number of Managed Accounts | $7,654,000 | 31 |
| Number of Non-Managed Accounts | $497,000 | 101 |
| Total fiduciary and related assets | $47,015,584,000 | 24 |
| Managed Assets ($) | $14,536,169,000 | 26 |
| Non-managed Assets ($) | $32,479,415,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $38,638,000 | 30 |
| 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 | $8,290,000 | 46 |
| Number of Managed Accounts | $7,766,000 | 29 |
| Number of Non-Managed Accounts | $524,000 | 98 |
| Total fiduciary and related assets | $46,598,664,000 | 23 |
| Managed Assets ($) | $13,953,578,000 | 26 |
| Non-managed Assets ($) | $32,645,086,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $18,782,000 | 33 |
| 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 | $8,571,000 | 48 |
| Number of Managed Accounts | $7,967,000 | 28 |
| Number of Non-Managed Accounts | $604,000 | 116 |
| Total fiduciary and related assets | $48,000,584,000 | 23 |
| Managed Assets ($) | $15,196,304,000 | 26 |
| Non-managed Assets ($) | $32,804,280,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $87,164,000 | 33 |
| 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 | $8,655,000 | 47 |
| Number of Managed Accounts | $7,956,000 | 27 |
| Number of Non-Managed Accounts | $699,000 | 90 |
| Total fiduciary and related assets | $47,449,574,000 | 25 |
| Managed Assets ($) | $16,848,044,000 | 25 |
| Non-managed Assets ($) | $30,601,530,000 | 21 |
| Memoranda |
| Gross Fiduciary activities income | $67,612,000 | 36 |
| 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 | $8,645,000 | 49 |
| Number of Managed Accounts | $7,862,000 | 28 |
| Number of Non-Managed Accounts | $783,000 | 88 |
| Total fiduciary and related assets | $48,460,787,000 | 28 |
| Managed Assets ($) | $17,786,415,000 | 27 |
| Non-managed Assets ($) | $30,674,372,000 | 22 |
| Memoranda |
| Gross Fiduciary activities income | $45,353,000 | 38 |
| 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 | $8,836,000 | 43 |
| Number of Managed Accounts | $7,821,000 | 28 |
| Number of Non-Managed Accounts | $1,015,000 | 73 |
| Total fiduciary and related assets | $48,473,998,000 | 27 |
| Managed Assets ($) | $17,822,527,000 | 27 |
| Non-managed Assets ($) | $30,651,471,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $22,836,000 | 37 |
| 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 | $9,042,000 | 44 |
| Number of Managed Accounts | $7,867,000 | 31 |
| Number of Non-Managed Accounts | $1,175,000 | 73 |
| Total fiduciary and related assets | $50,243,479,000 | 27 |
| Managed Assets ($) | $19,688,365,000 | 26 |
| Non-managed Assets ($) | $30,555,114,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $92,827,000 | 36 |
| 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 | $9,127,000 | 43 |
| Number of Managed Accounts | $7,888,000 | 30 |
| Number of Non-Managed Accounts | $1,239,000 | 62 |
| Total fiduciary and related assets | $41,848,122,000 | 31 |
| Managed Assets ($) | $20,165,827,000 | 27 |
| Non-managed Assets ($) | $21,682,295,000 | 26 |
| Memoranda |
| Gross Fiduciary activities income | $69,030,000 | 35 |
| 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 | $9,043,000 | 43 |
| Number of Managed Accounts | $7,630,000 | 30 |
| Number of Non-Managed Accounts | $1,413,000 | 58 |
| Total fiduciary and related assets | $40,600,385,000 | 34 |
| Managed Assets ($) | $19,261,494,000 | 26 |
| Non-managed Assets ($) | $21,338,891,000 | 26 |
| Memoranda |
| Gross Fiduciary activities income | $45,986,000 | 36 |
| 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 | $6,989,000 | 48 |
| Number of Managed Accounts | $6,752,000 | 32 |
| Number of Non-Managed Accounts | $237,000 | 152 |
| Total fiduciary and related assets | $38,611,543,000 | 33 |
| Managed Assets ($) | $18,028,828,000 | 28 |
| Non-managed Assets ($) | $20,582,715,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $21,992,000 | 37 |
| 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 | $7,047,000 | 49 |
| Number of Managed Accounts | $6,758,000 | 33 |
| Number of Non-Managed Accounts | $289,000 | 189 |
| Total fiduciary and related assets | $38,097,355,000 | 32 |
| Managed Assets ($) | $17,986,816,000 | 27 |
| Non-managed Assets ($) | $20,110,539,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $79,445,000 | 38 |
| 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 | $7,140,000 | 51 |
| Number of Managed Accounts | $6,829,000 | 34 |
| Number of Non-Managed Accounts | $311,000 | 140 |
| Total fiduciary and related assets | $37,586,096,000 | 32 |
| Managed Assets ($) | $18,005,731,000 | 27 |
| Non-managed Assets ($) | $19,580,365,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $59,385,000 | 40 |
| 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 | $6,656,000 | 52 |
| Number of Managed Accounts | $6,318,000 | 36 |
| Number of Non-Managed Accounts | $338,000 | 140 |
| Total fiduciary and related assets | $36,031,170,000 | 31 |
| Managed Assets ($) | $16,895,225,000 | 26 |
| Non-managed Assets ($) | $19,135,945,000 | 26 |
| Memoranda |
| Gross Fiduciary activities income | $37,690,000 | 42 |
| 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 | $6,679,000 | 51 |
| Number of Managed Accounts | $6,335,000 | 36 |
| Number of Non-Managed Accounts | $344,000 | 139 |
| Total fiduciary and related assets | $35,801,910,000 | 31 |
| Managed Assets ($) | $17,158,367,000 | 26 |
| Non-managed Assets ($) | $18,643,543,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $15,324,000 | 46 |
| 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 | $6,707,000 | 55 |
| Number of Managed Accounts | $6,342,000 | 39 |
| Number of Non-Managed Accounts | $365,000 | 164 |
| Total fiduciary and related assets | $35,702,310,000 | 33 |
| Managed Assets ($) | $17,507,037,000 | 27 |
| Non-managed Assets ($) | $18,195,273,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $92,213,000 | 36 |
| 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 | $6,689,000 | 52 |
| Number of Managed Accounts | $6,376,000 | 36 |
| Number of Non-Managed Accounts | $313,000 | 142 |
| Total fiduciary and related assets | $35,067,111,000 | 33 |
| Managed Assets ($) | $17,242,578,000 | 27 |
| Non-managed Assets ($) | $17,824,533,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $69,655,000 | 36 |
| 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 | $6,695,000 | 51 |
| Number of Managed Accounts | $6,327,000 | 35 |
| Number of Non-Managed Accounts | $368,000 | 133 |
| Total fiduciary and related assets | $34,076,449,000 | 32 |
| Managed Assets ($) | $15,704,959,000 | 28 |
| Non-managed Assets ($) | $18,371,490,000 | 26 |
| Memoranda |
| Gross Fiduciary activities income | $47,093,000 | 35 |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $43,000 | 1,135 |
| 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 | $48,000 | 1,178 |
| 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 | $43,000 | 1,260 |
| 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 | $45,000 | 1,304 |
| 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 | $40,000 | 1,350 |
| 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 | $59,000 | 1,313 |
| 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 | $47,000 | 1,375 |
