| 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 | $21,216,000 | 28 |
| Number of Managed Accounts | $9,295,000 | 27 |
| Number of Non-Managed Accounts | $11,921,000 | 19 |
| Total fiduciary and related assets | $1,023,180,000,000 | 7 |
| Managed Assets ($) | $184,798,000,000 | 7 |
| Non-managed Assets ($) | $838,382,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $2,421,000,000 | 5 |
| 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 | $21,195,000 | 27 |
| Number of Managed Accounts | $9,152,000 | 28 |
| Number of Non-Managed Accounts | $12,043,000 | 18 |
| Total fiduciary and related assets | $961,923,000,000 | 7 |
| Managed Assets ($) | $174,218,000,000 | 6 |
| Non-managed Assets ($) | $787,705,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $1,837,000,000 | 5 |
| 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 | $21,118,000 | 26 |
| Number of Managed Accounts | $9,163,000 | 27 |
| Number of Non-Managed Accounts | $11,955,000 | 18 |
| Total fiduciary and related assets | $989,416,000,000 | 7 |
| Managed Assets ($) | $183,767,000,000 | 6 |
| Non-managed Assets ($) | $805,649,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $1,228,000,000 | 5 |
| 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 | $20,584,000 | 30 |
| Number of Managed Accounts | $8,937,000 | 30 |
| Number of Non-Managed Accounts | $11,647,000 | 20 |
| Total fiduciary and related assets | $993,662,000,000 | 7 |
| Managed Assets ($) | $201,605,000,000 | 6 |
| Non-managed Assets ($) | $792,057,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $583,000,000 | 5 |
| 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 | $20,253,000 | 30 |
| Number of Managed Accounts | $8,757,000 | 31 |
| Number of Non-Managed Accounts | $11,496,000 | 21 |
| Total fiduciary and related assets | $1,001,260,000,000 | 7 |
| Managed Assets ($) | $196,347,000,000 | 6 |
| Non-managed Assets ($) | $804,913,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $2,437,000,000 | 5 |
| 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 | $21,106,000 | 30 |
| Number of Managed Accounts | $9,823,000 | 29 |
| Number of Non-Managed Accounts | $11,283,000 | 21 |
| Total fiduciary and related assets | $950,027,000,000 | 7 |
| Managed Assets ($) | $200,897,000,000 | 6 |
| Non-managed Assets ($) | $749,130,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $1,876,000,000 | 5 |
| 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 | $21,017,000 | 28 |
| Number of Managed Accounts | $9,752,000 | 28 |
| Number of Non-Managed Accounts | $11,265,000 | 18 |
| Total fiduciary and related assets | $976,931,000,000 | 6 |
| Managed Assets ($) | $169,874,000,000 | 5 |
| Non-managed Assets ($) | $807,057,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,291,000,000 | 5 |
| 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 | $21,748,000 | 27 |
| Number of Managed Accounts | $9,245,000 | 28 |
| Number of Non-Managed Accounts | $12,503,000 | 18 |
| Total fiduciary and related assets | $1,088,182,000,000 | 6 |
| Managed Assets ($) | $175,143,000,000 | 5 |
| Non-managed Assets ($) | $913,039,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $615,000,000 | 5 |
| 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 | $21,363,000 | 26 |
| Number of Managed Accounts | $9,598,000 | 25 |
| Number of Non-Managed Accounts | $11,765,000 | 17 |
| Total fiduciary and related assets | $1,167,002,000,000 | 6 |
| Managed Assets ($) | $158,436,000,000 | 8 |
| Non-managed Assets ($) | $1,008,566,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $2,461,000,000 | 5 |
| 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 | $22,166,000 | 26 |
| Number of Managed Accounts | $9,732,000 | 25 |
| Number of Non-Managed Accounts | $12,434,000 | 18 |
| Total fiduciary and related assets | $1,165,018,000,000 | 6 |
| Managed Assets ($) | $160,855,000,000 | 6 |
| Non-managed Assets ($) | $1,004,163,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,858,000,000 | 5 |
| 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 | $23,040,000 | 26 |
| Number of Managed Accounts | $9,562,000 | 25 |
| Number of Non-Managed Accounts | $13,478,000 | 19 |
| Total fiduciary and related assets | $1,196,146,000,000 | 6 |
| Managed Assets ($) | $160,405,000,000 | 6 |
| Non-managed Assets ($) | $1,035,741,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,238,000,000 | 5 |
| 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 | $25,631,000 | 26 |
| Number of Managed Accounts | $9,136,000 | 26 |
| Number of Non-Managed Accounts | $16,495,000 | 18 |
| Total fiduciary and related assets | $1,134,092,000,000 | 6 |
| Managed Assets ($) | $143,929,000,000 | 8 |
| Non-managed Assets ($) | $990,163,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $595,000,000 | 5 |
| 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 | $28,572,000 | 25 |
| Number of Managed Accounts | $8,437,000 | 28 |
| Number of Non-Managed Accounts | $20,135,000 | 16 |
| Total fiduciary and related assets | $1,129,403,000,000 | 6 |
| Managed Assets ($) | $136,720,000,000 | 8 |
| Non-managed Assets ($) | $992,683,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $2,130,000,000 | 5 |
| 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 | $32,234,000 | 22 |
| Number of Managed Accounts | $8,073,000 | 30 |
| Number of Non-Managed Accounts | $24,161,000 | 14 |
| Total fiduciary and related assets | $1,020,222,000,000 | 6 |
| Managed Assets ($) | $122,940,000,000 | 8 |
| Non-managed Assets ($) | $897,282,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,573,000,000 | 5 |
| 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 | $33,291,000 | 22 |
| Number of Managed Accounts | $7,868,000 | 30 |
| Number of Non-Managed Accounts | $25,423,000 | 14 |
| Total fiduciary and related assets | $982,129,000,000 | 6 |
| Managed Assets ($) | $117,009,000,000 | 8 |
| Non-managed Assets ($) | $865,120,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,017,000,000 | 5 |
| 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 | $33,159,000 | 22 |
| Number of Managed Accounts | $7,873,000 | 29 |
| Number of Non-Managed Accounts | $25,286,000 | 14 |
| Total fiduciary and related assets | $905,220,000,000 | 7 |
| Managed Assets ($) | $112,215,000,000 | 7 |
| Non-managed Assets ($) | $793,005,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $504,000,000 | 6 |
| 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 | $34,357,000 | 22 |
| Number of Managed Accounts | $7,845,000 | 31 |
| Number of Non-Managed Accounts | $26,512,000 | 14 |
| Total fiduciary and related assets | $1,023,020,000,000 | 7 |
| Managed Assets ($) | $106,089,000,000 | 9 |
| Non-managed Assets ($) | $916,931,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,973,000,000 | 6 |
| 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 | $34,620,000 | 21 |
| Number of Managed Accounts | $7,577,000 | 31 |
| Number of Non-Managed Accounts | $27,043,000 | 13 |
| Total fiduciary and related assets | $968,083,000,000 | 7 |
| Managed Assets ($) | $107,362,000,000 | 10 |
| Non-managed Assets ($) | $860,721,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,494,000,000 | 5 |
| 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 | $35,961,000 | 20 |
| Number of Managed Accounts | $7,534,000 | 31 |
| Number of Non-Managed Accounts | $28,427,000 | 12 |
| Total fiduciary and related assets | $978,145,000,000 | 7 |
| Managed Assets ($) | $108,268,000,000 | 9 |
| Non-managed Assets ($) | $869,877,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $984,000,000 | 5 |
| 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 | $36,483,000 | 19 |
| Number of Managed Accounts | $7,553,000 | 31 |
| Number of Non-Managed Accounts | $28,930,000 | 12 |
| Total fiduciary and related assets | $983,204,000,000 | 7 |
| Managed Assets ($) | $105,051,000,000 | 9 |
| Non-managed Assets ($) | $878,153,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $461,000,000 | 7 |
| 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 | $34,170,000 | 20 |
| Number of Managed Accounts | $7,689,000 | 31 |
| Number of Non-Managed Accounts | $26,481,000 | 11 |
| Total fiduciary and related assets | $934,908,000,000 | 7 |
| Managed Assets ($) | $103,587,000,000 | 8 |
| Non-managed Assets ($) | $831,321,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,855,000,000 | 7 |
| 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 | $27,389,000 | 23 |
| Number of Managed Accounts | $7,431,000 | 31 |
| Number of Non-Managed Accounts | $19,958,000 | 15 |
| Total fiduciary and related assets | $1,006,858,000,000 | 7 |
| Managed Assets ($) | $115,206,000,000 | 8 |
| Non-managed Assets ($) | $891,652,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,402,000,000 | 7 |
| 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 | $29,440,000 | 22 |
| Number of Managed Accounts | $7,493,000 | 31 |
| Number of Non-Managed Accounts | $21,947,000 | 13 |
| Total fiduciary and related assets | $1,013,935,000,000 | 6 |
| Managed Assets ($) | $115,572,000,000 | 8 |
| Non-managed Assets ($) | $898,363,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $939,000,000 | 7 |
| 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 | $27,734,000 | 23 |
| Number of Managed Accounts | $7,553,000 | 31 |
| Number of Non-Managed Accounts | $20,181,000 | 15 |
| Total fiduciary and related assets | $1,021,423,000,000 | 7 |
| Managed Assets ($) | $113,013,000,000 | 8 |
| Non-managed Assets ($) | $908,410,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $455,000,000 | 7 |
| 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 | $27,776,000 | 23 |
| Number of Managed Accounts | $7,375,000 | 33 |
| Number of Non-Managed Accounts | $20,401,000 | 15 |
| Total fiduciary and related assets | $1,033,472,000,000 | 7 |
| Managed Assets ($) | $120,616,000,000 | 7 |
| Non-managed Assets ($) | $912,856,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,822,000,000 | 7 |
| 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 | $31,471,000 | 21 |
| Number of Managed Accounts | $7,232,000 | 33 |
| Number of Non-Managed Accounts | $24,239,000 | 14 |
| Total fiduciary and related assets | $980,964,000,000 | 6 |
| Managed Assets ($) | $122,227,000,000 | 6 |
| Non-managed Assets ($) | $858,737,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,356,000,000 | 7 |
| 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 | $36,489,000 | 20 |
| Number of Managed Accounts | $8,229,000 | 30 |
| Number of Non-Managed Accounts | $28,260,000 | 12 |
| Total fiduciary and related assets | $913,492,000,000 | 7 |
| Managed Assets ($) | $119,234,000,000 | 6 |
| Non-managed Assets ($) | $794,258,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $878,000,000 | 7 |
| 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 | $34,973,000 | 20 |
| Number of Managed Accounts | $7,033,000 | 33 |
| Number of Non-Managed Accounts | $27,940,000 | 12 |
| Total fiduciary and related assets | $909,780,000,000 | 7 |
| Managed Assets ($) | $121,699,000,000 | 7 |
| Non-managed Assets ($) | $788,081,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $414,000,000 | 7 |
| 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 | $38,160,000 | 19 |
| Number of Managed Accounts | $8,408,000 | 29 |
| Number of Non-Managed Accounts | $29,752,000 | 12 |
| Total fiduciary and related assets | $846,822,000,000 | 7 |
| Managed Assets ($) | $114,408,000,000 | 7 |
| Non-managed Assets ($) | $732,414,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $1,535,000,000 | 7 |
| 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 | $38,242,000 | 19 |
| Number of Managed Accounts | $8,528,000 | 29 |
| Number of Non-Managed Accounts | $29,714,000 | 12 |
| Total fiduciary and related assets | $859,206,000,000 | 7 |
| Managed Assets ($) | $120,198,000,000 | 6 |
| Non-managed Assets ($) | $739,008,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $1,144,000,000 | 7 |
| 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 | $39,159,000 | 18 |
| Number of Managed Accounts | $8,809,000 | 29 |
| Number of Non-Managed Accounts | $30,350,000 | 11 |
| Total fiduciary and related assets | $832,021,000,000 | 7 |
| Managed Assets ($) | $117,898,000,000 | 6 |
| Non-managed Assets ($) | $714,123,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $744,000,000 | 7 |
| 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 | $38,764,000 | 18 |
| Number of Managed Accounts | $9,145,000 | 28 |
| Number of Non-Managed Accounts | $29,619,000 | 12 |
| Total fiduciary and related assets | $843,447,000,000 | 6 |
| Managed Assets ($) | $118,136,000,000 | 6 |
| Non-managed Assets ($) | $725,311,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $361,000,000 | 7 |
| 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 | $43,064,000 | 16 |
| Number of Managed Accounts | $9,352,000 | 27 |
| Number of Non-Managed Accounts | $33,712,000 | 11 |
| Total fiduciary and related assets | $853,291,000,000 | 6 |
| Managed Assets ($) | $114,797,000,000 | 6 |
| Non-managed Assets ($) | $738,494,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,570,000,000 | 7 |
| 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 | $43,333,000 | 16 |
| Number of Managed Accounts | $9,599,000 | 27 |
| Number of Non-Managed Accounts | $33,734,000 | 11 |
| Total fiduciary and related assets | $813,562,000,000 | 6 |
| Managed Assets ($) | $117,491,000,000 | 6 |
| Non-managed Assets ($) | $696,071,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $1,198,000,000 | 7 |
| 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 | $45,003,000 | 16 |
| Number of Managed Accounts | $9,522,000 | 28 |
| Number of Non-Managed Accounts | $35,481,000 | 9 |
| Total fiduciary and related assets | $869,666,000,000 | 6 |
| Managed Assets ($) | $130,177,000,000 | 6 |
| Non-managed Assets ($) | $739,489,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $804,000,000 | 7 |
| 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 | $45,199,000 | 15 |
| Number of Managed Accounts | $9,698,000 | 27 |
| Number of Non-Managed Accounts | $35,501,000 | 10 |
| Total fiduciary and related assets | $860,499,000,000 | 6 |
| Managed Assets ($) | $140,211,000,000 | 6 |
| Non-managed Assets ($) | $720,288,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $381,000,000 | 7 |
| 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 | $46,667,000 | 15 |
| Number of Managed Accounts | $9,957,000 | 27 |
| Number of Non-Managed Accounts | $36,710,000 | 10 |
| Total fiduciary and related assets | $683,019,000,000 | 7 |
| Managed Assets ($) | $140,958,000,000 | 6 |
| Non-managed Assets ($) | $542,061,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $1,680,000,000 | 7 |
| 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 | $50,088,000 | 13 |
| Number of Managed Accounts | $10,157,000 | 26 |
| Number of Non-Managed Accounts | $39,931,000 | 10 |
| Total fiduciary and related assets | $678,422,000,000 | 6 |
| Managed Assets ($) | $132,467,000,000 | 6 |
| Non-managed Assets ($) | $545,955,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $1,270,000,000 | 7 |
| 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 | $49,720,000 | 15 |
| Number of Managed Accounts | $10,142,000 | 25 |
| Number of Non-Managed Accounts | $39,578,000 | 11 |
| Total fiduciary and related assets | $678,666,000,000 | 6 |
| Managed Assets ($) | $131,847,000,000 | 7 |
| Non-managed Assets ($) | $546,819,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $826,000,000 | 7 |
| 2014-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $48,707,000 | 17 |
| Number of Managed Accounts | $9,957,000 | 25 |
| Number of Non-Managed Accounts | $38,750,000 | 12 |
| Total fiduciary and related assets | $610,153,000,000 | 8 |
| Managed Assets ($) | $132,988,000,000 | 7 |
| Non-managed Assets ($) | $477,165,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $406,000,000 | 7 |
| 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 | $46,198,000 | 18 |
| Number of Managed Accounts | $9,985,000 | 24 |
| Number of Non-Managed Accounts | $36,213,000 | 13 |
| Total fiduciary and related assets | $592,453,000,000 | 8 |
| Managed Assets ($) | $122,145,000,000 | 7 |
| Non-managed Assets ($) | $470,308,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $1,644,000,000 | 7 |
| 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 | $42,093,000 | 18 |
| Number of Managed Accounts | $10,271,000 | 23 |
| Number of Non-Managed Accounts | $31,822,000 | 13 |
| Total fiduciary and related assets | $575,243,000,000 | 8 |
| Managed Assets ($) | $119,429,000,000 | 7 |
| Non-managed Assets ($) | $455,814,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $1,232,000,000 | 7 |
| 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 | $37,390,000 | 19 |
| Number of Managed Accounts | $10,178,000 | 23 |
| Number of Non-Managed Accounts | $27,212,000 | 15 |
| Total fiduciary and related assets | $549,718,000,000 | 9 |
| Managed Assets ($) | $118,170,000,000 | 7 |
| Non-managed Assets ($) | $431,548,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $856,000,000 | 5 |
| 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 | $36,849,000 | 19 |
| Number of Managed Accounts | $11,759,000 | 19 |
| Number of Non-Managed Accounts | $25,090,000 | 15 |
| Total fiduciary and related assets | $559,648,000,000 | 9 |
| Managed Assets ($) | $139,937,000,000 | 7 |
| Non-managed Assets ($) | $419,711,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $414,000,000 | 5 |
| 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 | $36,536,000 | 19 |
| Number of Managed Accounts | $11,510,000 | 18 |
| Number of Non-Managed Accounts | $25,026,000 | 15 |
| Total fiduciary and related assets | $527,977,000,000 | 9 |
| Managed Assets ($) | $120,171,000,000 | 7 |
| Non-managed Assets ($) | $407,806,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $1,508,000,000 | 7 |
| 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 | $39,435,000 | 18 |
| Number of Managed Accounts | $13,475,000 | 17 |
| Number of Non-Managed Accounts | $25,960,000 | 15 |
| Total fiduciary and related assets | $530,146,000,000 | 8 |
| Managed Assets ($) | $128,975,000,000 | 7 |
| Non-managed Assets ($) | $401,171,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $1,175,000,000 | 6 |
| 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 | $38,782,000 | 18 |
| Number of Managed Accounts | $13,097,000 | 16 |
| Number of Non-Managed Accounts | $25,685,000 | 15 |
| Total fiduciary and related assets | $504,567,000,000 | 9 |
| Managed Assets ($) | $125,113,000,000 | 7 |
| Non-managed Assets ($) | $379,454,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $754,000,000 | 6 |
| 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 | $38,071,000 | 19 |
| Number of Managed Accounts | $15,821,000 | 17 |
| Number of Non-Managed Accounts | $22,250,000 | 15 |
| Total fiduciary and related assets | $519,586,000,000 | 9 |
| Managed Assets ($) | $125,465,000,000 | 7 |
| Non-managed Assets ($) | $394,121,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $371,000,000 | 6 |
| 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 | $32,170,000 | 18 |
| Number of Managed Accounts | $14,699,000 | 17 |
| Number of Non-Managed Accounts | $17,471,000 | 14 |
| Total fiduciary and related assets | $485,869,000,000 | 9 |
| Managed Assets ($) | $114,806,000,000 | 6 |
| Non-managed Assets ($) | $371,063,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $1,432,000,000 | 7 |
| 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 | $31,949,000 | 20 |
| Number of Managed Accounts | $15,123,000 | 18 |
| Number of Non-Managed Accounts | $16,826,000 | 15 |
| Total fiduciary and related assets | $482,500,000,000 | 9 |
| Managed Assets ($) | $109,511,000,000 | 5 |
| Non-managed Assets ($) | $372,989,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $1,110,000,000 | 7 |
| 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 | $31,012,000 | 18 |
| Number of Managed Accounts | $14,759,000 | 17 |
| Number of Non-Managed Accounts | $16,253,000 | 15 |
| Total fiduciary and related assets | $516,200,000,000 | 10 |
| Managed Assets ($) | $115,150,000,000 | 5 |
| Non-managed Assets ($) | $401,050,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $736,000,000 | 7 |
| 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 | $28,763,000 | 20 |
| Number of Managed Accounts | $14,549,000 | 16 |
| Number of Non-Managed Accounts | $14,214,000 | 16 |
| Total fiduciary and related assets | $507,060,000,000 | 10 |
| Managed Assets ($) | $105,346,000,000 | 5 |
| Non-managed Assets ($) | $401,714,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $362,000,000 | 7 |
| 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 | $34,239,000 | 16 |
| Number of Managed Accounts | $14,592,000 | 17 |
| Number of Non-Managed Accounts | $19,647,000 | 15 |
| Total fiduciary and related assets | $1,238,440,000,000 | 5 |
| Managed Assets ($) | $54,279,000,000 | 9 |
| Non-managed Assets ($) | $1,184,161,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,631,000,000 | 6 |
| 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 | $31,981,000 | 17 |
| Number of Managed Accounts | $14,619,000 | 15 |
| Number of Non-Managed Accounts | $17,362,000 | 15 |
| Total fiduciary and related assets | $429,802,000,000 | 10 |
| Managed Assets ($) | $93,574,000,000 | 5 |
| Non-managed Assets ($) | $336,228,000,000 | 10 |
| Memoranda |
| Gross Fiduciary activities income | $1,227,000,000 | 6 |
| 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 | $31,949,000 | 16 |
| Number of Managed Accounts | $14,831,000 | 15 |
| Number of Non-Managed Accounts | $17,118,000 | 15 |
| Total fiduciary and related assets | $1,098,947,000,000 | 5 |
| Managed Assets ($) | $40,994,000,000 | 13 |
| Non-managed Assets ($) | $1,057,953,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $834,000,000 | 5 |
| 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 | $29,415,000 | 19 |
| Number of Managed Accounts | $12,192,000 | 16 |
| Number of Non-Managed Accounts | $17,223,000 | 16 |
| Total fiduciary and related assets | $1,139,004,000,000 | 5 |
| Managed Assets ($) | $47,001,000,000 | 12 |
| Non-managed Assets ($) | $1,092,003,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $415,000,000 | 4 |
| 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 | $29,879,000 | 19 |
| Number of Managed Accounts | $12,823,000 | 18 |
| Number of Non-Managed Accounts | $17,056,000 | 16 |
| Total fiduciary and related assets | $1,202,872,000,000 | 5 |
| Managed Assets ($) | $36,049,000,000 | 16 |
| Non-managed Assets ($) | $1,166,823,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,627,000,000 | 5 |
| 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 | $30,666,000 | 23 |
| Number of Managed Accounts | $13,315,000 | 19 |
| Number of Non-Managed Accounts | $17,351,000 | 18 |
| Total fiduciary and related assets | $1,265,032,000,000 | 4 |
| Managed Assets ($) | $35,936,000,000 | 16 |
| Non-managed Assets ($) | $1,229,096,000,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $1,180,000,000 | 5 |
| 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 | $29,232,000 | 24 |
| Number of Managed Accounts | $13,523,000 | 18 |
| Number of Non-Managed Accounts | $15,709,000 | 18 |
| Total fiduciary and related assets | $1,097,680,000,000 | 4 |
| Managed Assets ($) | $29,705,000,000 | 18 |
| Non-managed Assets ($) | $1,067,975,000,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $761,000,000 | 5 |
| 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 | $48,963,000 | 16 |
| Number of Managed Accounts | $31,566,000 | 11 |
| Number of Non-Managed Accounts | $17,397,000 | 17 |
| Total fiduciary and related assets | $1,019,969,000,000 | 4 |
| Managed Assets ($) | $34,617,000,000 | 16 |
| Non-managed Assets ($) | $985,352,000,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $363,000,000 | 4 |
| 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 | $56,314,000 | 15 |
| Number of Managed Accounts | $32,835,000 | 11 |
| Number of Non-Managed Accounts | $23,479,000 | 16 |
| Total fiduciary and related assets | $1,379,844,000,000 | 3 |
| Managed Assets ($) | $37,846,000,000 | 16 |
| Non-managed Assets ($) | $1,341,998,000,000 | 3 |
| Memoranda |
| Gross Fiduciary activities income | $2,103,000,000 | 4 |
| 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 | $57,534,000 | 13 |
| Number of Managed Accounts | $29,997,000 | 11 |
| Number of Non-Managed Accounts | $27,537,000 | 13 |
| Total fiduciary and related assets | $1,531,644,000,000 | 4 |
| Managed Assets ($) | $79,687,000,000 | 7 |
| Non-managed Assets ($) | $1,451,957,000,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $1,692,000,000 | 4 |
| 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 | $67,543,000 | 13 |
| Number of Managed Accounts | $35,785,000 | 7 |
| Number of Non-Managed Accounts | $31,758,000 | 13 |
| Total fiduciary and related assets | $1,686,985,000,000 | 3 |
| Managed Assets ($) | $86,937,000,000 | 7 |
| Non-managed Assets ($) | $1,600,048,000,000 | 3 |
| Memoranda |
| Gross Fiduciary activities income | $1,150,000,000 | 4 |
| 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 | $66,160,000 | 12 |
| Number of Managed Accounts | $33,745,000 | 8 |
| Number of Non-Managed Accounts | $32,415,000 | 12 |
| Total fiduciary and related assets | $1,588,311,000,000 | 3 |
| Managed Assets ($) | $97,460,000,000 | 6 |
| Non-managed Assets ($) | $1,490,851,000,000 | 3 |
| Memoranda |
| Gross Fiduciary activities income | $572,000,000 | 4 |
| 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 | $60,542,000 | 14 |
| Number of Managed Accounts | $27,436,000 | 11 |
| Number of Non-Managed Accounts | $33,106,000 | 12 |
| Total fiduciary and related assets | $1,769,747,000,000 | 3 |
| Managed Assets ($) | $105,464,000,000 | 7 |
| Non-managed Assets ($) | $1,664,283,000,000 | 3 |
| Memoranda |
| Gross Fiduciary activities income | $2,281,000,000 | 4 |
| 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 | $53,177,000 | 14 |
| Number of Managed Accounts | $26,531,000 | 11 |
| Number of Non-Managed Accounts | $26,646,000 | 13 |
| Total fiduciary and related assets | $1,547,265,000,000 | 3 |
| Managed Assets ($) | $124,349,000,000 | 5 |
| Non-managed Assets ($) | $1,422,916,000,000 | 3 |
| Memoranda |
| Gross Fiduciary activities income | $1,786,000,000 | 4 |
| 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 | $30,216,000 | 21 |
| Number of Managed Accounts | $10,751,000 | 20 |
| Number of Non-Managed Accounts | $19,465,000 | 17 |
| Total fiduciary and related assets | $1,365,536,000,000 | 4 |
| Managed Assets ($) | $133,281,000,000 | 5 |
| Non-managed Assets ($) | $1,232,255,000,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $1,149,000,000 | 4 |
| 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 | $1,749,756,000 | 3 |
| Number of Managed Accounts | $1,731,592,000 | 1 |
| Number of Non-Managed Accounts | $18,164,000 | 17 |
| Total fiduciary and related assets | $1,249,337,000,000 | 4 |
| Managed Assets ($) | $119,497,000,000 | 6 |
| Non-managed Assets ($) | $1,129,840,000,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $531,000,000 | 4 |
| 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 | $1,674,196,000 | 3 |
| Number of Managed Accounts | $1,658,297,000 | 1 |
| Number of Non-Managed Accounts | $15,899,000 | 18 |
| Total fiduciary and related assets | $975,004,000,000 | 5 |
| Managed Assets ($) | $118,539,000,000 | 7 |
| Non-managed Assets ($) | $856,465,000,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,670,000,000 | 4 |
| 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 | $1,613,805,000 | 3 |
| Number of Managed Accounts | $1,597,248,000 | 1 |
| Number of Non-Managed Accounts | $16,557,000 | 17 |
| Total fiduciary and related assets | $765,441,000,000 | 7 |
| Managed Assets ($) | $101,486,000,000 | 9 |
| Non-managed Assets ($) | $663,955,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $1,224,000,000 | 4 |
| 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 | $1,599,103,000 | 3 |
| Number of Managed Accounts | $1,582,790,000 | 1 |
| Number of Non-Managed Accounts | $16,313,000 | 18 |
| Total fiduciary and related assets | $796,179,000,000 | 6 |
| Managed Assets ($) | $95,716,000,000 | 10 |
| Non-managed Assets ($) | $700,463,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $827,000,000 | 4 |
| 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 | $1,597,893,000 | 3 |
| Number of Managed Accounts | $1,581,278,000 | 1 |
| Number of Non-Managed Accounts | $16,615,000 | 17 |
| Total fiduciary and related assets | $730,602,000,000 | 7 |
| Managed Assets ($) | $92,113,000,000 | 10 |
| Non-managed Assets ($) | $638,489,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $384,000,000 | 4 |
| 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 | $1,429,737,000 | 3 |
| Number of Managed Accounts | $1,413,409,000 | 1 |
| Number of Non-Managed Accounts | $16,328,000 | 17 |
| Total fiduciary and related assets | $722,416,000,000 | 7 |
| Managed Assets ($) | $86,058,000,000 | 10 |
| Non-managed Assets ($) | $636,358,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $1,597,000,000 | 4 |
| 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 | $1,402,771,000 | 3 |
| Number of Managed Accounts | $1,386,470,000 | 1 |
| Number of Non-Managed Accounts | $16,301,000 | 17 |
| Total fiduciary and related assets | $738,618,000,000 | 6 |
| Managed Assets ($) | $173,740,000,000 | 4 |
| Non-managed Assets ($) | $564,878,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $1,211,000,000 | 4 |
| 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 | $2,775,532,000 | 3 |
| Number of Managed Accounts | $2,758,178,000 | 1 |
| Number of Non-Managed Accounts | $17,354,000 | 16 |
| Total fiduciary and related assets | $716,363,000,000 | 6 |
| Managed Assets ($) | $166,029,000,000 | 4 |
| Non-managed Assets ($) | $550,334,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $815,000,000 | 4 |
| 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 | $2,770,517,000 | 3 |
| Number of Managed Accounts | $2,752,669,000 | 1 |
| Number of Non-Managed Accounts | $17,848,000 | 17 |
| Total fiduciary and related assets | $694,945,000,000 | 6 |
| Managed Assets ($) | $157,870,000,000 | 3 |
| Non-managed Assets ($) | $537,075,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $414,000,000 | 4 |
| 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 | $2,647,864,000 | 3 |
| Number of Managed Accounts | $2,629,792,000 | 1 |
| Number of Non-Managed Accounts | $18,072,000 | 18 |
| Total fiduciary and related assets | $694,739,000,000 | 6 |
| Managed Assets ($) | $156,706,000,000 | 3 |
| Non-managed Assets ($) | $538,033,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $1,483,000,000 | 4 |
| 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 | $2,654,393,000 | 3 |
| Number of Managed Accounts | $2,606,718,000 | 1 |
| Number of Non-Managed Accounts | $47,675,000 | 10 |
| Total fiduciary and related assets | $659,788,000,000 | 6 |
| Managed Assets ($) | $159,446,000,000 | 3 |
| Non-managed Assets ($) | $500,342,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $1,055,000,000 | 4 |
| 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 | $2,643,456,000 | 3 |
| Number of Managed Accounts | $2,595,401,000 | 1 |
| Number of Non-Managed Accounts | $48,055,000 | 11 |
| Total fiduciary and related assets | $647,192,000,000 | 6 |
| Managed Assets ($) | $148,453,000,000 | 3 |
| Non-managed Assets ($) | $498,739,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $677,000,000 | 4 |
| 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 | $3,127,352,000 | 3 |
| Number of Managed Accounts | $3,081,834,000 | 1 |
| Number of Non-Managed Accounts | $45,518,000 | 11 |
| Total fiduciary and related assets | $643,076,000,000 | 6 |
| Managed Assets ($) | $149,227,000,000 | 3 |
| Non-managed Assets ($) | $493,849,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $381,000,000 | 4 |
| 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 | $3,040,728,000 | 3 |
| Number of Managed Accounts | $2,995,800,000 | 1 |
| Number of Non-Managed Accounts | $44,928,000 | 11 |
| Total fiduciary and related assets | $642,044,000,000 | 6 |
| Managed Assets ($) | $147,745,000,000 | 3 |
| Non-managed Assets ($) | $494,299,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $1,337,000,000 | 4 |
| 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 | $3,023,968,000 | 3 |
| Number of Managed Accounts | $2,982,601,000 | 1 |
| Number of Non-Managed Accounts | $41,367,000 | 11 |
| Total fiduciary and related assets | $598,000,000,000 | 6 |
| Managed Assets ($) | $132,171,000,000 | 3 |
| Non-managed Assets ($) | $465,829,000,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $967,000,000 | 4 |
| 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 | $3,021,901,000 | 3 |
| Number of Managed Accounts | $2,979,415,000 | 1 |
| Number of Non-Managed Accounts | $42,486,000 | 12 |
| Total fiduciary and related assets | $614,316,000,000 | 6 |
| Managed Assets ($) | $146,390,000,000 | 3 |
| Non-managed Assets ($) | $467,926,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $630,000,000 | 4 |
| 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 | $2,990,816,000 | 3 |
| Number of Managed Accounts | $2,947,815,000 | 1 |
| Number of Non-Managed Accounts | $43,001,000 | 11 |
| Total fiduciary and related assets | $567,150,000,000 | 6 |
| Managed Assets ($) | $136,879,000,000 | 3 |
| Non-managed Assets ($) | $430,271,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $299,000,000 | 4 |
| 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 | $2,937,320,000 | 3 |
| Number of Managed Accounts | $2,890,952,000 | 1 |
| Number of Non-Managed Accounts | $46,368,000 | 10 |
| Total fiduciary and related assets | $572,948,000,000 | 6 |
| Managed Assets ($) | $134,231,000,000 | 4 |
| Non-managed Assets ($) | $438,717,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $1,228,000,000 | 4 |
| 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 | $2,843,267,000 | 3 |
| Number of Managed Accounts | $2,831,473,000 | 1 |
| Number of Non-Managed Accounts | $11,794,000 | 19 |
| Total fiduciary and related assets | $720,601,000,000 | 5 |
| Managed Assets ($) | $156,396,000,000 | 4 |
| Non-managed Assets ($) | $564,205,000,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $1,325,000,000 | 4 |
| 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 | $751,000,000 | 7 |
| 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 | $576,000,000 | 9 |
| 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 | $674,000,000 | 7 |
| 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 | $636,000,000 | 6 |
| 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 | $514,000,000 | 6 |
| 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 | $429,000,000 | 7 |
| 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 | $389,000,000 | 7 |
| 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 | $344,000,000 | 6 |
| 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 | $320,000,000 | 6 |
