| 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 | $40,004,000 | 21 |
| Number of Managed Accounts | $37,085,000 | 13 |
| Number of Non-Managed Accounts | $2,919,000 | 37 |
| Total fiduciary and related assets | $59,664,859,000 | 32 |
| Managed Assets ($) | $48,571,451,000 | 19 |
| Non-managed Assets ($) | $11,093,408,000 | 44 |
| Memoranda |
| Gross Fiduciary activities income | $277,787,000 | 23 |
| 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 | $40,373,000 | 20 |
| Number of Managed Accounts | $37,397,000 | 13 |
| Number of Non-Managed Accounts | $2,976,000 | 35 |
| Total fiduciary and related assets | $57,603,773,000 | 32 |
| Managed Assets ($) | $46,747,909,000 | 18 |
| Non-managed Assets ($) | $10,855,864,000 | 44 |
| Memoranda |
| Gross Fiduciary activities income | $208,971,000 | 22 |
| 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 | $40,830,000 | 19 |
| Number of Managed Accounts | $37,742,000 | 12 |
| Number of Non-Managed Accounts | $3,088,000 | 36 |
| Total fiduciary and related assets | $59,358,076,000 | 33 |
| Managed Assets ($) | $48,128,512,000 | 17 |
| Non-managed Assets ($) | $11,229,564,000 | 44 |
| Memoranda |
| Gross Fiduciary activities income | $137,376,000 | 23 |
| 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 | $40,694,000 | 19 |
| Number of Managed Accounts | $37,629,000 | 13 |
| Number of Non-Managed Accounts | $3,065,000 | 39 |
| Total fiduciary and related assets | $58,978,265,000 | 34 |
| Managed Assets ($) | $47,915,250,000 | 17 |
| Non-managed Assets ($) | $11,063,015,000 | 49 |
| Memoranda |
| Gross Fiduciary activities income | $68,427,000 | 22 |
| 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 | $40,761,000 | 19 |
| Number of Managed Accounts | $37,712,000 | 13 |
| Number of Non-Managed Accounts | $3,049,000 | 41 |
| Total fiduciary and related assets | $56,395,930,000 | 33 |
| Managed Assets ($) | $45,752,011,000 | 17 |
| Non-managed Assets ($) | $10,643,919,000 | 48 |
| Memoranda |
| Gross Fiduciary activities income | $274,485,000 | 24 |
| 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 | $40,265,000 | 19 |
| Number of Managed Accounts | $37,231,000 | 13 |
| Number of Non-Managed Accounts | $3,034,000 | 38 |
| Total fiduciary and related assets | $53,386,540,000 | 34 |
| Managed Assets ($) | $42,680,315,000 | 17 |
| Non-managed Assets ($) | $10,706,225,000 | 47 |
| Memoranda |
| Gross Fiduciary activities income | $208,800,000 | 24 |
| 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 | $39,980,000 | 18 |
| Number of Managed Accounts | $36,949,000 | 13 |
| Number of Non-Managed Accounts | $3,031,000 | 32 |
| Total fiduciary and related assets | $54,950,070,000 | 26 |
| Managed Assets ($) | $43,654,690,000 | 16 |
| Non-managed Assets ($) | $11,295,380,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $141,753,000 | 18 |
| 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 | $40,119,000 | 18 |
| Number of Managed Accounts | $37,041,000 | 13 |
| Number of Non-Managed Accounts | $3,078,000 | 31 |
| Total fiduciary and related assets | $60,575,972,000 | 25 |
| Managed Assets ($) | $47,659,902,000 | 16 |
| Non-managed Assets ($) | $12,916,070,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $72,401,000 | 17 |
| 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 | $39,928,000 | 18 |
| Number of Managed Accounts | $36,827,000 | 12 |
| Number of Non-Managed Accounts | $3,101,000 | 31 |
| Total fiduciary and related assets | $63,483,034,000 | 25 |
| Managed Assets ($) | $49,569,024,000 | 16 |
| Non-managed Assets ($) | $13,914,010,000 | 37 |
| Memoranda |
| Gross Fiduciary activities income | $282,746,000 | 20 |
| 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 | $39,590,000 | 18 |
| Number of Managed Accounts | $36,482,000 | 12 |
| Number of Non-Managed Accounts | $3,108,000 | 30 |
| Total fiduciary and related assets | $60,844,188,000 | 25 |
| Managed Assets ($) | $46,925,740,000 | 16 |
| Non-managed Assets ($) | $13,918,448,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $209,472,000 | 20 |
| 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 | $39,308,000 | 19 |
| Number of Managed Accounts | $36,190,000 | 13 |
| Number of Non-Managed Accounts | $3,118,000 | 31 |
| Total fiduciary and related assets | $59,325,649,000 | 27 |
| Managed Assets ($) | $45,499,278,000 | 17 |
| Non-managed Assets ($) | $13,826,371,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $137,268,000 | 21 |
| 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 | $39,088,000 | 18 |
| Number of Managed Accounts | $35,973,000 | 12 |
| Number of Non-Managed Accounts | $3,115,000 | 31 |
| Total fiduciary and related assets | $55,670,184,000 | 27 |
| Managed Assets ($) | $43,096,862,000 | 18 |
| Non-managed Assets ($) | $12,573,322,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $67,466,000 | 19 |
| 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 | $39,111,000 | 19 |
| Number of Managed Accounts | $35,970,000 | 12 |
| Number of Non-Managed Accounts | $3,141,000 | 33 |
| Total fiduciary and related assets | $54,536,578,000 | 27 |
| Managed Assets ($) | $42,063,244,000 | 18 |
| Non-managed Assets ($) | $12,473,334,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $254,769,000 | 19 |
| 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 | $39,104,000 | 18 |
| Number of Managed Accounts | $35,999,000 | 12 |
| Number of Non-Managed Accounts | $3,105,000 | 32 |
| Total fiduciary and related assets | $50,166,160,000 | 26 |
| Managed Assets ($) | $39,428,850,000 | 17 |
| Non-managed Assets ($) | $10,737,310,000 | 39 |
| Memoranda |
| Gross Fiduciary activities income | $190,763,000 | 19 |
| 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 | $39,114,000 | 18 |
| Number of Managed Accounts | $36,004,000 | 12 |
| Number of Non-Managed Accounts | $3,110,000 | 32 |
| Total fiduciary and related assets | $48,133,622,000 | 26 |
| Managed Assets ($) | $37,910,188,000 | 17 |
| Non-managed Assets ($) | $10,223,434,000 | 39 |
| Memoranda |
| Gross Fiduciary activities income | $122,109,000 | 20 |
| 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 | $39,500,000 | 18 |
| Number of Managed Accounts | $36,346,000 | 12 |
| Number of Non-Managed Accounts | $3,154,000 | 32 |
| Total fiduciary and related assets | $43,540,459,000 | 26 |
| Managed Assets ($) | $34,562,329,000 | 17 |
| Non-managed Assets ($) | $8,978,130,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $62,652,000 | 18 |
| 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 | $39,633,000 | 18 |
| Number of Managed Accounts | $36,489,000 | 12 |
| Number of Non-Managed Accounts | $3,144,000 | 32 |
| Total fiduciary and related assets | $48,585,373,000 | 26 |
| Managed Assets ($) | $38,930,851,000 | 17 |
| Non-managed Assets ($) | $9,654,522,000 | 40 |
| Memoranda |
| Gross Fiduciary activities income | $237,446,000 | 20 |
| 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 | $44,725,000 | 17 |
| Number of Managed Accounts | $41,660,000 | 12 |
| Number of Non-Managed Accounts | $3,065,000 | 33 |
| Total fiduciary and related assets | $46,370,418,000 | 27 |
| Managed Assets ($) | $37,318,342,000 | 18 |
| Non-managed Assets ($) | $9,052,076,000 | 43 |
| Memoranda |
| Gross Fiduciary activities income | $175,743,000 | 21 |
| 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 | $45,020,000 | 16 |
| Number of Managed Accounts | $41,826,000 | 11 |
| Number of Non-Managed Accounts | $3,194,000 | 33 |
| Total fiduciary and related assets | $46,016,097,000 | 26 |
| Managed Assets ($) | $36,901,678,000 | 16 |
| Non-managed Assets ($) | $9,114,419,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $115,854,000 | 21 |
| 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 | $45,090,000 | 16 |
| Number of Managed Accounts | $41,871,000 | 10 |
| Number of Non-Managed Accounts | $3,219,000 | 33 |
| Total fiduciary and related assets | $45,060,969,000 | 27 |
| Managed Assets ($) | $36,459,794,000 | 15 |
| Non-managed Assets ($) | $8,601,175,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $56,367,000 | 22 |
| 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 | $45,206,000 | 16 |
| Number of Managed Accounts | $41,968,000 | 10 |
| Number of Non-Managed Accounts | $3,238,000 | 33 |
| Total fiduciary and related assets | $43,261,181,000 | 26 |
| Managed Assets ($) | $34,577,070,000 | 15 |
| Non-managed Assets ($) | $8,684,111,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $233,938,000 | 21 |
| 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 | $45,287,000 | 17 |
| Number of Managed Accounts | $41,992,000 | 10 |
| Number of Non-Managed Accounts | $3,295,000 | 31 |
| Total fiduciary and related assets | $47,470,451,000 | 26 |
| Managed Assets ($) | $38,004,236,000 | 15 |
| Non-managed Assets ($) | $9,466,215,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $175,109,000 | 20 |
| 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 | $45,428,000 | 16 |
| Number of Managed Accounts | $42,069,000 | 10 |
| Number of Non-Managed Accounts | $3,359,000 | 30 |
| Total fiduciary and related assets | $46,432,656,000 | 26 |
| Managed Assets ($) | $37,090,943,000 | 15 |
| Non-managed Assets ($) | $9,341,713,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $116,196,000 | 21 |
| 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 | $45,253,000 | 17 |
| Number of Managed Accounts | $41,841,000 | 10 |
| Number of Non-Managed Accounts | $3,412,000 | 29 |
| Total fiduciary and related assets | $45,909,517,000 | 27 |
| Managed Assets ($) | $36,532,315,000 | 15 |
| Non-managed Assets ($) | $9,377,202,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $56,421,000 | 22 |
| 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 | $45,794,000 | 17 |
| Number of Managed Accounts | $42,235,000 | 10 |
| Number of Non-Managed Accounts | $3,559,000 | 32 |
| Total fiduciary and related assets | $46,046,390,000 | 26 |
| Managed Assets ($) | $36,977,252,000 | 15 |
| Non-managed Assets ($) | $9,069,138,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $219,253,000 | 22 |
| 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 | $45,727,000 | 17 |
| Number of Managed Accounts | $42,163,000 | 10 |
| Number of Non-Managed Accounts | $3,564,000 | 29 |
| Total fiduciary and related assets | $44,988,129,000 | 25 |
| Managed Assets ($) | $36,096,757,000 | 15 |
| Non-managed Assets ($) | $8,891,372,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $162,098,000 | 22 |
| 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 | $45,956,000 | 16 |
| Number of Managed Accounts | $42,325,000 | 10 |
| Number of Non-Managed Accounts | $3,631,000 | 29 |
| Total fiduciary and related assets | $43,678,912,000 | 25 |
| Managed Assets ($) | $35,166,425,000 | 15 |
| Non-managed Assets ($) | $8,512,487,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $107,291,000 | 22 |
| 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 | $45,787,000 | 16 |
| Number of Managed Accounts | $42,170,000 | 10 |
| Number of Non-Managed Accounts | $3,617,000 | 30 |
| Total fiduciary and related assets | $42,756,990,000 | 25 |
| Managed Assets ($) | $34,671,067,000 | 15 |
| Non-managed Assets ($) | $8,085,923,000 | 43 |
| Memoranda |
| Gross Fiduciary activities income | $52,997,000 | 22 |
| 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 | $46,211,000 | 16 |
| Number of Managed Accounts | $42,481,000 | 10 |
| Number of Non-Managed Accounts | $3,730,000 | 31 |
| Total fiduciary and related assets | $41,748,442,000 | 24 |
| Managed Assets ($) | $33,670,833,000 | 15 |
| Non-managed Assets ($) | $8,077,609,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $203,550,000 | 22 |
| 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 | $43,806,000 | 16 |
| Number of Managed Accounts | $40,124,000 | 10 |
| Number of Non-Managed Accounts | $3,682,000 | 28 |
| Total fiduciary and related assets | $40,692,298,000 | 25 |
| Managed Assets ($) | $32,423,780,000 | 15 |
| Non-managed Assets ($) | $8,268,518,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $149,130,000 | 22 |
| 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 | $44,045,000 | 16 |
| Number of Managed Accounts | $40,316,000 | 9 |
| Number of Non-Managed Accounts | $3,729,000 | 28 |
| Total fiduciary and related assets | $39,822,944,000 | 24 |
| Managed Assets ($) | $31,821,482,000 | 15 |
| Non-managed Assets ($) | $8,001,462,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $99,332,000 | 22 |
| 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 | $44,313,000 | 16 |
| Number of Managed Accounts | $40,501,000 | 9 |
| Number of Non-Managed Accounts | $3,812,000 | 27 |
| Total fiduciary and related assets | $38,981,056,000 | 24 |
| Managed Assets ($) | $31,214,052,000 | 16 |
| Non-managed Assets ($) | $7,767,004,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $50,178,000 | 20 |
| 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 | $44,668,000 | 15 |
| Number of Managed Accounts | $40,683,000 | 10 |
| Number of Non-Managed Accounts | $3,985,000 | 27 |
| Total fiduciary and related assets | $38,736,325,000 | 22 |
| Managed Assets ($) | $31,049,349,000 | 16 |
| Non-managed Assets ($) | $7,686,976,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $202,194,000 | 21 |
| 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 | $44,877,000 | 15 |
| Number of Managed Accounts | $40,774,000 | 9 |
| Number of Non-Managed Accounts | $4,103,000 | 25 |
| Total fiduciary and related assets | $38,169,401,000 | 21 |
| Managed Assets ($) | $30,479,094,000 | 16 |
| Non-managed Assets ($) | $7,690,307,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $152,826,000 | 21 |
| 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 | $45,004,000 | 15 |
| Number of Managed Accounts | $40,865,000 | 10 |
| Number of Non-Managed Accounts | $4,139,000 | 26 |
| Total fiduciary and related assets | $40,493,549,000 | 21 |
| Managed Assets ($) | $31,971,555,000 | 15 |
| Non-managed Assets ($) | $8,521,994,000 | 40 |
| Memoranda |
| Gross Fiduciary activities income | $102,966,000 | 21 |
| 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 | $44,970,000 | 16 |
| Number of Managed Accounts | $40,889,000 | 9 |
| Number of Non-Managed Accounts | $4,081,000 | 28 |
| Total fiduciary and related assets | $40,687,371,000 | 23 |
| Managed Assets ($) | $32,399,185,000 | 15 |
| Non-managed Assets ($) | $8,288,186,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $51,815,000 | 21 |
| 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 | $45,188,000 | 16 |
| Number of Managed Accounts | $40,906,000 | 9 |
| Number of Non-Managed Accounts | $4,282,000 | 30 |
| Total fiduciary and related assets | $40,664,460,000 | 23 |
| Managed Assets ($) | $32,264,286,000 | 15 |
| Non-managed Assets ($) | $8,400,174,000 | 40 |
| Memoranda |
| Gross Fiduciary activities income | $203,194,000 | 22 |
| 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 | $45,577,000 | 16 |
| Number of Managed Accounts | $41,131,000 | 9 |
| Number of Non-Managed Accounts | $4,446,000 | 28 |
| Total fiduciary and related assets | $39,959,898,000 | 24 |
| Managed Assets ($) | $31,753,320,000 | 15 |
| Non-managed Assets ($) | $8,206,578,000 | 40 |
| Memoranda |
| Gross Fiduciary activities income | $149,732,000 | 22 |
| 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 | $46,004,000 | 18 |
| Number of Managed Accounts | $41,486,000 | 9 |
| Number of Non-Managed Accounts | $4,518,000 | 28 |
| Total fiduciary and related assets | $40,726,550,000 | 24 |
| Managed Assets ($) | $32,256,298,000 | 15 |
| Non-managed Assets ($) | $8,470,252,000 | 39 |
| Memoranda |
| Gross Fiduciary activities income | $99,590,000 | 21 |
| 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 | $45,410,000 | 19 |
| Number of Managed Accounts | $40,941,000 | 9 |
| Number of Non-Managed Accounts | $4,469,000 | 30 |
| Total fiduciary and related assets | $39,504,790,000 | 25 |
| Managed Assets ($) | $31,406,484,000 | 17 |
| Non-managed Assets ($) | $8,098,306,000 | 40 |
| Memoranda |
| Gross Fiduciary activities income | $50,601,000 | 21 |
| 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 | $25,161,000 | 25 |
| Number of Managed Accounts | $22,717,000 | 13 |
| Number of Non-Managed Accounts | $2,444,000 | 43 |
| Total fiduciary and related assets | $39,072,770,000 | 25 |
| Managed Assets ($) | $31,252,622,000 | 16 |
| Non-managed Assets ($) | $7,820,148,000 | 39 |
| Memoranda |
| Gross Fiduciary activities income | $199,167,000 | 20 |
| 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 | $25,133,000 | 26 |
| Number of Managed Accounts | $22,658,000 | 14 |
| Number of Non-Managed Accounts | $2,475,000 | 45 |
| Total fiduciary and related assets | $37,633,832,000 | 26 |
| Managed Assets ($) | $30,028,770,000 | 17 |
| Non-managed Assets ($) | $7,605,062,000 | 39 |
| Memoranda |
| Gross Fiduciary activities income | $150,012,000 | 20 |
| 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 | $25,167,000 | 26 |
| Number of Managed Accounts | $22,689,000 | 13 |
| Number of Non-Managed Accounts | $2,478,000 | 45 |
| Total fiduciary and related assets | $38,050,568,000 | 23 |
| Managed Assets ($) | $30,941,546,000 | 16 |
| Non-managed Assets ($) | $7,109,022,000 | 39 |
| Memoranda |
| Gross Fiduciary activities income | $100,989,000 | 20 |
| 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 | $25,182,000 | 25 |
| Number of Managed Accounts | $22,657,000 | 12 |
| Number of Non-Managed Accounts | $2,525,000 | 43 |
| Total fiduciary and related assets | $37,819,943,000 | 24 |
| Managed Assets ($) | $30,738,730,000 | 17 |
| Non-managed Assets ($) | $7,081,213,000 | 40 |
| Memoranda |
| Gross Fiduciary activities income | $49,869,000 | 20 |
| 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 | $24,935,000 | 24 |
| Number of Managed Accounts | $22,403,000 | 11 |
| Number of Non-Managed Accounts | $2,532,000 | 45 |
| Total fiduciary and related assets | $35,866,160,000 | 24 |
| Managed Assets ($) | $29,098,522,000 | 17 |
| Non-managed Assets ($) | $6,767,638,000 | 40 |
| Memoranda |
| Gross Fiduciary activities income | $191,874,000 | 19 |
| 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 | $24,357,000 | 25 |
| Number of Managed Accounts | $21,889,000 | 12 |
| Number of Non-Managed Accounts | $2,468,000 | 42 |
| Total fiduciary and related assets | $35,568,389,000 | 23 |
| Managed Assets ($) | $28,820,838,000 | 17 |
| Non-managed Assets ($) | $6,747,551,000 | 39 |
| Memoranda |
| Gross Fiduciary activities income | $143,458,000 | 19 |
| 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 | $24,241,000 | 24 |
| Number of Managed Accounts | $21,717,000 | 11 |
| Number of Non-Managed Accounts | $2,524,000 | 43 |
| Total fiduciary and related assets | $34,226,290,000 | 23 |
| Managed Assets ($) | $27,938,804,000 | 15 |
| Non-managed Assets ($) | $6,287,486,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $94,790,000 | 19 |
| 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 | $24,184,000 | 25 |
| Number of Managed Accounts | $21,650,000 | 12 |
| Number of Non-Managed Accounts | $2,534,000 | 41 |
| Total fiduciary and related assets | $35,386,758,000 | 23 |
| Managed Assets ($) | $29,146,647,000 | 15 |
| Non-managed Assets ($) | $6,240,111,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $47,798,000 | 19 |
| 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 | $24,029,000 | 23 |
| Number of Managed Accounts | $21,443,000 | 11 |
| Number of Non-Managed Accounts | $2,586,000 | 44 |
| Total fiduciary and related assets | $33,500,982,000 | 23 |
| Managed Assets ($) | $27,622,977,000 | 16 |
| Non-managed Assets ($) | $5,878,005,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $193,231,000 | 15 |
| 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 | $23,762,000 | 25 |
| Number of Managed Accounts | $21,197,000 | 13 |
| Number of Non-Managed Accounts | $2,565,000 | 43 |
| Total fiduciary and related assets | $32,471,348,000 | 25 |
| Managed Assets ($) | $26,729,536,000 | 17 |
| Non-managed Assets ($) | $5,741,812,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $145,617,000 | 16 |
| 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 | $23,794,000 | 26 |
| Number of Managed Accounts | $21,190,000 | 12 |
| Number of Non-Managed Accounts | $2,604,000 | 42 |
| Total fiduciary and related assets | $35,625,268,000 | 24 |
| Managed Assets ($) | $29,287,049,000 | 16 |
| Non-managed Assets ($) | $6,338,219,000 | 43 |
| Memoranda |
| Gross Fiduciary activities income | $99,023,000 | 16 |
| 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 | $23,930,000 | 25 |
| Number of Managed Accounts | $21,150,000 | 11 |
| Number of Non-Managed Accounts | $2,780,000 | 43 |
| Total fiduciary and related assets | $36,016,326,000 | 25 |
| Managed Assets ($) | $29,766,212,000 | 15 |
| Non-managed Assets ($) | $6,250,114,000 | 43 |
| Memoranda |
| Gross Fiduciary activities income | $48,949,000 | 16 |
| 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 | $23,901,000 | 25 |
| Number of Managed Accounts | $21,111,000 | 11 |
| Number of Non-Managed Accounts | $2,790,000 | 44 |
| Total fiduciary and related assets | $34,787,406,000 | 26 |
| Managed Assets ($) | $28,805,555,000 | 16 |
| Non-managed Assets ($) | $5,981,851,000 | 44 |
| Memoranda |
| Gross Fiduciary activities income | $192,229,000 | 17 |
| 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 | $23,993,000 | 23 |
| Number of Managed Accounts | $21,124,000 | 10 |
| Number of Non-Managed Accounts | $2,869,000 | 41 |
| Total fiduciary and related assets | $33,860,740,000 | 25 |
| Managed Assets ($) | $27,642,521,000 | 16 |
| Non-managed Assets ($) | $6,218,219,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $143,431,000 | 17 |
| 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 | $24,037,000 | 23 |
| Number of Managed Accounts | $21,142,000 | 10 |
| Number of Non-Managed Accounts | $2,895,000 | 43 |
| Total fiduciary and related assets | $33,154,974,000 | 26 |
| Managed Assets ($) | $26,153,427,000 | 16 |
| Non-managed Assets ($) | $7,001,547,000 | 40 |
| Memoranda |
| Gross Fiduciary activities income | $96,567,000 | 17 |
| 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 | $24,065,000 | 26 |
| Number of Managed Accounts | $21,108,000 | 10 |
| Number of Non-Managed Accounts | $2,957,000 | 43 |
| Total fiduciary and related assets | $35,700,974,000 | 26 |
| Managed Assets ($) | $28,187,653,000 | 16 |
| Non-managed Assets ($) | $7,513,321,000 | 39 |
| Memoranda |
| Gross Fiduciary activities income | $48,556,000 | 17 |
| 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 | $24,087,000 | 26 |
| Number of Managed Accounts | $21,099,000 | 12 |
| Number of Non-Managed Accounts | $2,988,000 | 46 |
| Total fiduciary and related assets | $35,364,362,000 | 27 |
| Managed Assets ($) | $27,771,628,000 | 17 |
| Non-managed Assets ($) | $7,592,734,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $185,687,000 | 19 |
| 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 | $24,140,000 | 29 |
| Number of Managed Accounts | $22,254,000 | 15 |
| Number of Non-Managed Accounts | $1,886,000 | 52 |
| Total fiduciary and related assets | $34,708,516,000 | 29 |
| Managed Assets ($) | $28,886,293,000 | 19 |
| Non-managed Assets ($) | $5,822,223,000 | 44 |
| Memoranda |
| Gross Fiduciary activities income | $137,336,000 | 20 |
| 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 | $24,550,000 | 28 |
| Number of Managed Accounts | $22,654,000 | 14 |
| Number of Non-Managed Accounts | $1,896,000 | 51 |
| Total fiduciary and related assets | $31,855,845,000 | 29 |
| Managed Assets ($) | $26,594,185,000 | 20 |
| Non-managed Assets ($) | $5,261,660,000 | 43 |
| Memoranda |
| Gross Fiduciary activities income | $91,786,000 | 20 |
| 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 | $24,688,000 | 28 |
| Number of Managed Accounts | $22,764,000 | 15 |
| Number of Non-Managed Accounts | $1,924,000 | 48 |
| Total fiduciary and related assets | $30,334,403,000 | 30 |
| Managed Assets ($) | $25,350,116,000 | 20 |
| Non-managed Assets ($) | $4,984,287,000 | 44 |
| Memoranda |
| Gross Fiduciary activities income | $44,912,000 | 20 |
| 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 | $24,757,000 | 29 |
| Number of Managed Accounts | $22,761,000 | 15 |
| Number of Non-Managed Accounts | $1,996,000 | 56 |
| Total fiduciary and related assets | $32,835,058,000 | 30 |
| Managed Assets ($) | $27,349,679,000 | 20 |
| Non-managed Assets ($) | $5,485,379,000 | 44 |
| Memoranda |
| Gross Fiduciary activities income | $220,694,000 | 18 |
| 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 | $24,906,000 | 27 |
| Number of Managed Accounts | $22,936,000 | 15 |
| Number of Non-Managed Accounts | $1,970,000 | 51 |
| Total fiduciary and related assets | $37,926,177,000 | 29 |
| Managed Assets ($) | $31,118,057,000 | 19 |
| Non-managed Assets ($) | $6,808,120,000 | 43 |
| Memoranda |
| Gross Fiduciary activities income | $166,112,000 | 20 |
| 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 | $24,932,000 | 26 |
| Number of Managed Accounts | $22,896,000 | 14 |
| Number of Non-Managed Accounts | $2,036,000 | 53 |
| Total fiduciary and related assets | $40,330,584,000 | 30 |
| Managed Assets ($) | $33,085,183,000 | 20 |
| Non-managed Assets ($) | $7,245,401,000 | 45 |
| Memoranda |
| Gross Fiduciary activities income | $112,678,000 | 21 |
| 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 | $24,961,000 | 25 |
| Number of Managed Accounts | $22,845,000 | 14 |
| Number of Non-Managed Accounts | $2,116,000 | 48 |
| Total fiduciary and related assets | $41,098,782,000 | 29 |
| Managed Assets ($) | $33,833,165,000 | 19 |
| Non-managed Assets ($) | $7,265,617,000 | 44 |
| Memoranda |
| Gross Fiduciary activities income | $56,369,000 | 20 |
| 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 | $25,030,000 | 26 |
| Number of Managed Accounts | $22,859,000 | 15 |
| Number of Non-Managed Accounts | $2,171,000 | 52 |
| Total fiduciary and related assets | $43,495,514,000 | 29 |
| Managed Assets ($) | $35,652,803,000 | 20 |
| Non-managed Assets ($) | $7,842,711,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $225,440,000 | 20 |
| 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 | $25,535,000 | 24 |
| Number of Managed Accounts | $23,324,000 | 14 |
| Number of Non-Managed Accounts | $2,211,000 | 45 |
| Total fiduciary and related assets | $44,150,743,000 | 29 |
| Managed Assets ($) | $36,292,586,000 | 18 |
| Non-managed Assets ($) | $7,858,157,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $165,805,000 | 19 |
| 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 | $25,622,000 | 23 |
| Number of Managed Accounts | $23,341,000 | 13 |
| Number of Non-Managed Accounts | $2,281,000 | 45 |
| Total fiduciary and related assets | $43,980,179,000 | 30 |
| Managed Assets ($) | $36,191,848,000 | 19 |
| Non-managed Assets ($) | $7,788,331,000 | 46 |
| Memoranda |
| Gross Fiduciary activities income | $111,138,000 | 22 |
| 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 | $25,694,000 | 23 |
| Number of Managed Accounts | $23,398,000 | 14 |
| Number of Non-Managed Accounts | $2,296,000 | 44 |
| Total fiduciary and related assets | $43,527,751,000 | 29 |
| Managed Assets ($) | $35,520,217,000 | 22 |
| Non-managed Assets ($) | $8,007,534,000 | 46 |
| Memoranda |
| Gross Fiduciary activities income | $55,130,000 | 22 |
| 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 | $26,041,000 | 23 |
| Number of Managed Accounts | $23,840,000 | 13 |
| Number of Non-Managed Accounts | $2,201,000 | 51 |
| Total fiduciary and related assets | $42,515,439,000 | 30 |
| Managed Assets ($) | $35,150,319,000 | 22 |
| Non-managed Assets ($) | $7,365,120,000 | 46 |
| Memoranda |
| Gross Fiduciary activities income | $210,921,000 | 21 |
| 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 | $25,983,000 | 23 |
| Number of Managed Accounts | $23,717,000 | 13 |
| Number of Non-Managed Accounts | $2,266,000 | 47 |
| Total fiduciary and related assets | $41,373,898,000 | 29 |
| Managed Assets ($) | $34,528,904,000 | 21 |
| Non-managed Assets ($) | $6,844,994,000 | 49 |
| Memoranda |
| Gross Fiduciary activities income | $156,689,000 | 21 |
| 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 | $27,346,000 | 22 |
| Number of Managed Accounts | $23,821,000 | 12 |
| Number of Non-Managed Accounts | $3,525,000 | 42 |
| Total fiduciary and related assets | $43,122,897,000 | 27 |
| Managed Assets ($) | $33,202,898,000 | 20 |
| Non-managed Assets ($) | $9,919,999,000 | 43 |
| Memoranda |
| Gross Fiduciary activities income | $104,674,000 | 20 |
| 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 | $27,504,000 | 21 |
| Number of Managed Accounts | $23,933,000 | 12 |
| Number of Non-Managed Accounts | $3,571,000 | 40 |
| Total fiduciary and related assets | $44,479,754,000 | 27 |
| Managed Assets ($) | $33,928,925,000 | 20 |
| Non-managed Assets ($) | $10,550,829,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $51,934,000 | 20 |
| 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 | $28,896,000 | 21 |
| Number of Managed Accounts | $24,197,000 | 12 |
| Number of Non-Managed Accounts | $4,699,000 | 39 |
| Total fiduciary and related assets | $46,486,695,000 | 27 |
| Managed Assets ($) | $32,566,894,000 | 21 |
| Non-managed Assets ($) | $13,919,801,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $207,692,000 | 21 |
| 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 | $27,482,000 | 20 |
| Number of Managed Accounts | $22,373,000 | 12 |
| Number of Non-Managed Accounts | $5,109,000 | 35 |
| Total fiduciary and related assets | $67,308,509,000 | 22 |
| Managed Assets ($) | $32,824,743,000 | 21 |
| Non-managed Assets ($) | $34,483,766,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $155,794,000 | 21 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda |
| Gross Fiduciary activities income | $104,111,000 | 21 |
| 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 | $28,829,000 | 21 |
| Number of Managed Accounts | $22,961,000 | 11 |
| Number of Non-Managed Accounts | $5,868,000 | 33 |
| Total fiduciary and related assets | $67,111,625,000 | 23 |
| Managed Assets ($) | $32,520,292,000 | 22 |
| Non-managed Assets ($) | $34,591,333,000 | 21 |
| Memoranda |
| Gross Fiduciary activities income | $52,087,000 | 22 |
| 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 | $29,214,000 | 21 |
| Number of Managed Accounts | $22,961,000 | 13 |
| Number of Non-Managed Accounts | $6,253,000 | 36 |
| Total fiduciary and related assets | $67,590,209,000 | 23 |
| Managed Assets ($) | $32,365,651,000 | 22 |
| Non-managed Assets ($) | $35,224,558,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $206,988,000 | 21 |
| 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 | $29,493,000 | 21 |
| Number of Managed Accounts | $22,962,000 | 13 |
| Number of Non-Managed Accounts | $6,531,000 | 32 |
| Total fiduciary and related assets | $59,039,749,000 | 26 |
| Managed Assets ($) | $28,967,066,000 | 22 |
| Non-managed Assets ($) | $30,072,683,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $154,708,000 | 21 |
| 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 | $30,405,000 | 21 |
| Number of Managed Accounts | $23,306,000 | 12 |
| Number of Non-Managed Accounts | $7,099,000 | 29 |
| Total fiduciary and related assets | $60,926,830,000 | 25 |
| Managed Assets ($) | $29,208,241,000 | 21 |
| Non-managed Assets ($) | $31,718,589,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $103,930,000 | 21 |
| 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 | $29,769,000 | 22 |
| Number of Managed Accounts | $22,664,000 | 13 |
| Number of Non-Managed Accounts | $7,105,000 | 29 |
| Total fiduciary and related assets | $59,081,664,000 | 26 |
| Managed Assets ($) | $29,330,116,000 | 21 |
| Non-managed Assets ($) | $29,751,548,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $51,656,000 | 21 |
| 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 | $30,625,000 | 23 |
| Number of Managed Accounts | $23,096,000 | 12 |
| Number of Non-Managed Accounts | $7,529,000 | 31 |
| Total fiduciary and related assets | $60,320,572,000 | 26 |
| Managed Assets ($) | $29,242,897,000 | 21 |
| Non-managed Assets ($) | $31,077,675,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $204,682,000 | 22 |
| 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 | $31,384,000 | 22 |
| Number of Managed Accounts | $24,145,000 | 12 |
| Number of Non-Managed Accounts | $7,239,000 | 30 |
| Total fiduciary and related assets | $56,119,164,000 | 25 |
| Managed Assets ($) | $27,759,792,000 | 21 |
| Non-managed Assets ($) | $28,359,372,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $150,366,000 | 21 |
| 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 | $34,122,000 | 22 |
| Number of Managed Accounts | $24,854,000 | 12 |
| Number of Non-Managed Accounts | $9,268,000 | 25 |
| Total fiduciary and related assets | $56,617,446,000 | 25 |
| Managed Assets ($) | $27,883,385,000 | 22 |
| Non-managed Assets ($) | $28,734,061,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $95,228,000 | 21 |
| 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 | $34,982,000 | 22 |
| Number of Managed Accounts | $25,290,000 | 13 |
| Number of Non-Managed Accounts | $9,692,000 | 24 |
| Total fiduciary and related assets | $52,939,603,000 | 25 |
| Managed Assets ($) | $26,619,886,000 | 20 |
| Non-managed Assets ($) | $26,319,717,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $48,767,000 | 21 |
| 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 | $35,824,000 | 20 |
| Number of Managed Accounts | $25,640,000 | 13 |
| Number of Non-Managed Accounts | $10,184,000 | 21 |
| Total fiduciary and related assets | $58,651,428,000 | 23 |
| Managed Assets ($) | $27,931,216,000 | 20 |
| Non-managed Assets ($) | $30,720,212,000 | 21 |
| Memoranda |
| Gross Fiduciary activities income | $247,089,000 | 20 |
| 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 | $38,530,000 | 16 |
| Number of Managed Accounts | $27,240,000 | 11 |
| Number of Non-Managed Accounts | $11,290,000 | 20 |
| Total fiduciary and related assets | $75,199,808,000 | 19 |
| Managed Assets ($) | $31,040,974,000 | 21 |
| Non-managed Assets ($) | $44,158,834,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $276,329,000 | 19 |
| 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 | $272,362,000 | 24 |
| 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 | $254,765,000 | 21 |
| 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 | $309,425,000 | 13 |
| 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 | $253,908,000 | 14 |
| 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 | $55,412,000 | 45 |
| 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 | $41,309,000 | 58 |
| 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 | $164,186,000 | 13 |
| 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 | $157,065,000 | 13 |
| 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 | $135,655,000 | 13 |
