| 2023-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,142,000 | 98 |
| Number of Managed Accounts | $1,773,000 | 120 |
| Number of Non-Managed Accounts | $1,369,000 | 56 |
| Total fiduciary and related assets | $8,470,913,000 | 83 |
| Managed Assets ($) | $2,780,026,000 | 110 |
| Non-managed Assets ($) | $5,690,887,000 | 56 |
| Memoranda |
| Gross Fiduciary activities income | $18,784,000 | 122 |
| 2023-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,130,000 | 96 |
| Number of Managed Accounts | $1,758,000 | 117 |
| Number of Non-Managed Accounts | $1,372,000 | 54 |
| Total fiduciary and related assets | $8,001,188,000 | 84 |
| Managed Assets ($) | $2,571,946,000 | 114 |
| Non-managed Assets ($) | $5,429,242,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $13,678,000 | 126 |
| 2023-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,129,000 | 92 |
| Number of Managed Accounts | $1,767,000 | 119 |
| Number of Non-Managed Accounts | $1,362,000 | 53 |
| Total fiduciary and related assets | $7,637,093,000 | 84 |
| Managed Assets ($) | $2,560,811,000 | 110 |
| Non-managed Assets ($) | $5,076,282,000 | 60 |
| Memoranda |
| Gross Fiduciary activities income | $8,812,000 | 123 |
| 2023-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,065,000 | 100 |
| Number of Managed Accounts | $1,743,000 | 127 |
| Number of Non-Managed Accounts | $1,322,000 | 55 |
| Total fiduciary and related assets | $7,510,864,000 | 92 |
| Managed Assets ($) | $2,495,904,000 | 119 |
| Non-managed Assets ($) | $5,014,960,000 | 65 |
| Memoranda |
| Gross Fiduciary activities income | $4,222,000 | 131 |
| 2022-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,062,000 | 102 |
| Number of Managed Accounts | $1,735,000 | 129 |
| Number of Non-Managed Accounts | $1,327,000 | 55 |
| Total fiduciary and related assets | $7,319,306,000 | 91 |
| Managed Assets ($) | $2,423,544,000 | 121 |
| Non-managed Assets ($) | $4,895,762,000 | 65 |
| Memoranda |
| Gross Fiduciary activities income | $15,645,000 | 134 |
| 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 | $3,052,000 | 101 |
| Number of Managed Accounts | $1,727,000 | 131 |
| Number of Non-Managed Accounts | $1,325,000 | 53 |
| Total fiduciary and related assets | $6,911,599,000 | 91 |
| Managed Assets ($) | $2,277,394,000 | 119 |
| Non-managed Assets ($) | $4,634,205,000 | 66 |
| Memoranda |
| Gross Fiduciary activities income | $11,580,000 | 137 |
| 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 | $3,021,000 | 90 |
| Number of Managed Accounts | $1,698,000 | 123 |
| Number of Non-Managed Accounts | $1,323,000 | 46 |
| Total fiduciary and related assets | $6,867,563,000 | 69 |
| Managed Assets ($) | $2,367,429,000 | 100 |
| Non-managed Assets ($) | $4,500,134,000 | 54 |
| Memoranda |
| Gross Fiduciary activities income | $7,455,000 | 118 |
| 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 | $2,950,000 | 93 |
| Number of Managed Accounts | $1,664,000 | 125 |
| Number of Non-Managed Accounts | $1,286,000 | 47 |
| Total fiduciary and related assets | $6,905,222,000 | 78 |
| Managed Assets ($) | $2,535,859,000 | 102 |
| Non-managed Assets ($) | $4,369,363,000 | 56 |
| Memoranda |
| Gross Fiduciary activities income | $3,506,000 | 120 |
| 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 | $2,915,000 | 96 |
| Number of Managed Accounts | $1,635,000 | 127 |
| Number of Non-Managed Accounts | $1,280,000 | 47 |
| Total fiduciary and related assets | $6,976,623,000 | 75 |
| Managed Assets ($) | $2,501,881,000 | 102 |
| Non-managed Assets ($) | $4,474,742,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $12,912,000 | 127 |
| 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 | $2,842,000 | 95 |
| Number of Managed Accounts | $1,574,000 | 129 |
| Number of Non-Managed Accounts | $1,268,000 | 46 |
| Total fiduciary and related assets | $6,515,494,000 | 78 |
| Managed Assets ($) | $2,381,322,000 | 108 |
| Non-managed Assets ($) | $4,134,172,000 | 56 |
| Memoranda |
| Gross Fiduciary activities income | $9,576,000 | 131 |
| 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 | $2,802,000 | 95 |
| Number of Managed Accounts | $1,536,000 | 136 |
| Number of Non-Managed Accounts | $1,266,000 | 47 |
| Total fiduciary and related assets | $6,438,376,000 | 77 |
| Managed Assets ($) | $2,372,563,000 | 106 |
| Non-managed Assets ($) | $4,065,813,000 | 56 |
| Memoranda |
| Gross Fiduciary activities income | $6,365,000 | 126 |
| 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 | $2,812,000 | 95 |
| Number of Managed Accounts | $1,519,000 | 135 |
| Number of Non-Managed Accounts | $1,293,000 | 47 |
| Total fiduciary and related assets | $6,332,604,000 | 77 |
| Managed Assets ($) | $2,340,842,000 | 103 |
| Non-managed Assets ($) | $3,991,762,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $3,102,000 | 130 |
| 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 | $2,844,000 | 97 |
| Number of Managed Accounts | $1,521,000 | 136 |
| Number of Non-Managed Accounts | $1,323,000 | 51 |
| Total fiduciary and related assets | $6,305,055,000 | 78 |
| Managed Assets ($) | $2,258,776,000 | 106 |
| Non-managed Assets ($) | $4,046,279,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $13,130,000 | 120 |
| 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 | $2,787,000 | 93 |
| Number of Managed Accounts | $1,472,000 | 136 |
| Number of Non-Managed Accounts | $1,315,000 | 49 |
| Total fiduciary and related assets | $5,679,047,000 | 77 |
| Managed Assets ($) | $2,092,352,000 | 107 |
| Non-managed Assets ($) | $3,586,695,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $10,154,000 | 116 |
| 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 | $2,802,000 | 93 |
| Number of Managed Accounts | $1,488,000 | 139 |
| Number of Non-Managed Accounts | $1,314,000 | 49 |
| Total fiduciary and related assets | $5,594,501,000 | 74 |
| Managed Assets ($) | $2,012,524,000 | 107 |
| Non-managed Assets ($) | $3,581,977,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $7,023,000 | 115 |
| 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 | $2,799,000 | 91 |
| Number of Managed Accounts | $1,489,000 | 137 |
| Number of Non-Managed Accounts | $1,310,000 | 49 |
| Total fiduciary and related assets | $5,109,813,000 | 77 |
| Managed Assets ($) | $1,814,659,000 | 107 |
| Non-managed Assets ($) | $3,295,154,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $3,655,000 | 114 |
| 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 | $2,812,000 | 95 |
| Number of Managed Accounts | $1,465,000 | 142 |
| Number of Non-Managed Accounts | $1,347,000 | 50 |
| Total fiduciary and related assets | $5,270,232,000 | 84 |
| Managed Assets ($) | $2,020,813,000 | 109 |
| Non-managed Assets ($) | $3,249,419,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $13,599,000 | 119 |
| 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 | $2,787,000 | 92 |
| Number of Managed Accounts | $1,468,000 | 138 |
| Number of Non-Managed Accounts | $1,319,000 | 49 |
| Total fiduciary and related assets | $4,847,275,000 | 91 |
| Managed Assets ($) | $1,938,068,000 | 111 |
| Non-managed Assets ($) | $2,909,207,000 | 59 |
| Memoranda |
| Gross Fiduciary activities income | $9,917,000 | 121 |
| 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 | $2,752,000 | 95 |
| Number of Managed Accounts | $1,460,000 | 139 |
| Number of Non-Managed Accounts | $1,292,000 | 52 |
| Total fiduciary and related assets | $4,853,415,000 | 89 |
| Managed Assets ($) | $1,888,931,000 | 113 |
| Non-managed Assets ($) | $2,964,484,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $6,427,000 | 123 |
| 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 | $2,769,000 | 95 |
| Number of Managed Accounts | $1,447,000 | 139 |
| Number of Non-Managed Accounts | $1,322,000 | 52 |
| Total fiduciary and related assets | $4,773,150,000 | 88 |
| Managed Assets ($) | $1,828,479,000 | 118 |
| Non-managed Assets ($) | $2,944,671,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $3,177,000 | 125 |
| 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 | $2,773,000 | 95 |
| Number of Managed Accounts | $1,449,000 | 136 |
| Number of Non-Managed Accounts | $1,324,000 | 55 |
| Total fiduciary and related assets | $4,705,213,000 | 81 |
| Managed Assets ($) | $1,714,684,000 | 115 |
| Non-managed Assets ($) | $2,990,529,000 | 59 |
| Memoranda |
| Gross Fiduciary activities income | $12,830,000 | 124 |
| 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 | $2,757,000 | 92 |
| Number of Managed Accounts | $1,411,000 | 137 |
| Number of Non-Managed Accounts | $1,346,000 | 51 |
| Total fiduciary and related assets | $4,925,638,000 | 83 |
| Managed Assets ($) | $1,787,815,000 | 117 |
| Non-managed Assets ($) | $3,137,823,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $9,806,000 | 120 |
| 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 | $2,742,000 | 92 |
| Number of Managed Accounts | $1,411,000 | 139 |
| Number of Non-Managed Accounts | $1,331,000 | 52 |
| Total fiduciary and related assets | $5,045,912,000 | 79 |
| Managed Assets ($) | $1,767,875,000 | 113 |
| Non-managed Assets ($) | $3,278,037,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $6,525,000 | 119 |
| 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 | $2,764,000 | 92 |
| Number of Managed Accounts | $1,445,000 | 134 |
| Number of Non-Managed Accounts | $1,319,000 | 54 |
| Total fiduciary and related assets | $4,879,874,000 | 81 |
| Managed Assets ($) | $1,739,164,000 | 117 |
| Non-managed Assets ($) | $3,140,710,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $3,129,000 | 123 |
| 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 | $2,751,000 | 94 |
| Number of Managed Accounts | $1,418,000 | 138 |
| Number of Non-Managed Accounts | $1,333,000 | 58 |
| Total fiduciary and related assets | $4,770,034,000 | 81 |
| Managed Assets ($) | $1,751,291,000 | 115 |
| Non-managed Assets ($) | $3,018,743,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $12,002,000 | 118 |
| 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 | $2,695,000 | 93 |
| Number of Managed Accounts | $1,393,000 | 138 |
| Number of Non-Managed Accounts | $1,302,000 | 56 |
| Total fiduciary and related assets | $4,706,605,000 | 79 |
| Managed Assets ($) | $1,760,632,000 | 111 |
| Non-managed Assets ($) | $2,945,973,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $8,929,000 | 117 |
| 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 | $2,700,000 | 88 |
| Number of Managed Accounts | $1,381,000 | 137 |
| Number of Non-Managed Accounts | $1,319,000 | 55 |
| Total fiduciary and related assets | $4,648,551,000 | 77 |
| Managed Assets ($) | $1,730,386,000 | 109 |
| Non-managed Assets ($) | $2,918,165,000 | 60 |
| Memoranda |
| Gross Fiduciary activities income | $5,846,000 | 118 |
| 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 | $2,675,000 | 86 |
| Number of Managed Accounts | $1,370,000 | 141 |
| Number of Non-Managed Accounts | $1,305,000 | 57 |
| Total fiduciary and related assets | $4,466,515,000 | 79 |
| Managed Assets ($) | $1,710,810,000 | 109 |
| Non-managed Assets ($) | $2,755,705,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $2,952,000 | 116 |
| 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 | $2,671,000 | 89 |
| Number of Managed Accounts | $1,383,000 | 138 |
| Number of Non-Managed Accounts | $1,288,000 | 58 |
| Total fiduciary and related assets | $4,476,026,000 | 79 |
| Managed Assets ($) | $1,642,554,000 | 109 |
| Non-managed Assets ($) | $2,833,472,000 | 59 |
| Memoranda |
| Gross Fiduciary activities income | $10,630,000 | 120 |
| 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 | $2,685,000 | 87 |
| Number of Managed Accounts | $1,373,000 | 137 |
| Number of Non-Managed Accounts | $1,312,000 | 55 |
| Total fiduciary and related assets | $4,072,171,000 | 85 |
| Managed Assets ($) | $1,611,345,000 | 108 |
| Non-managed Assets ($) | $2,460,826,000 | 63 |
| Memoranda |
| Gross Fiduciary activities income | $7,752,000 | 120 |
| 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 | $2,727,000 | 88 |
| Number of Managed Accounts | $1,358,000 | 136 |
| Number of Non-Managed Accounts | $1,369,000 | 55 |
| Total fiduciary and related assets | $4,119,893,000 | 81 |
| Managed Assets ($) | $1,502,357,000 | 112 |
| Non-managed Assets ($) | $2,617,536,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $5,067,000 | 121 |
| 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 | $2,696,000 | 89 |
| Number of Managed Accounts | $1,365,000 | 134 |
| Number of Non-Managed Accounts | $1,331,000 | 56 |
| Total fiduciary and related assets | $4,041,615,000 | 83 |
| Managed Assets ($) | $1,488,278,000 | 114 |
| Non-managed Assets ($) | $2,553,337,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $2,465,000 | 124 |
| 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 | $2,677,000 | 90 |
| Number of Managed Accounts | $1,337,000 | 137 |
| Number of Non-Managed Accounts | $1,340,000 | 58 |
| Total fiduciary and related assets | $3,984,659,000 | 80 |
| Managed Assets ($) | $1,395,302,000 | 116 |
| Non-managed Assets ($) | $2,589,357,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $9,091,000 | 130 |
| 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 | $2,669,000 | 91 |
| Number of Managed Accounts | $1,334,000 | 133 |
| Number of Non-Managed Accounts | $1,335,000 | 56 |
| Total fiduciary and related assets | $3,813,451,000 | 82 |
| Managed Assets ($) | $1,384,308,000 | 116 |
| Non-managed Assets ($) | $2,429,143,000 | 62 |
| Memoranda |
| Gross Fiduciary activities income | $6,837,000 | 132 |
| 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 | $2,685,000 | 90 |
| Number of Managed Accounts | $1,362,000 | 130 |
| Number of Non-Managed Accounts | $1,323,000 | 53 |
| Total fiduciary and related assets | $3,913,419,000 | 84 |
| Managed Assets ($) | $1,416,810,000 | 117 |
| Non-managed Assets ($) | $2,496,609,000 | 62 |
| Memoranda |
| Gross Fiduciary activities income | $4,542,000 | 136 |
| 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 | $2,665,000 | 90 |
| Number of Managed Accounts | $1,340,000 | 131 |
| Number of Non-Managed Accounts | $1,325,000 | 53 |
| Total fiduciary and related assets | $4,090,723,000 | 81 |
| Managed Assets ($) | $1,421,935,000 | 115 |
| Non-managed Assets ($) | $2,668,788,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $2,342,000 | 134 |
| 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 | $2,635,000 | 92 |
| Number of Managed Accounts | $1,323,000 | 133 |
| Number of Non-Managed Accounts | $1,312,000 | 58 |
| Total fiduciary and related assets | $4,047,679,000 | 80 |
| Managed Assets ($) | $1,418,774,000 | 114 |
| Non-managed Assets ($) | $2,628,905,000 | 62 |
| Memoranda |
| Gross Fiduciary activities income | $9,180,000 | 128 |
| 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 | $2,628,000 | 90 |
| Number of Managed Accounts | $1,310,000 | 134 |
| Number of Non-Managed Accounts | $1,318,000 | 56 |
| Total fiduciary and related assets | $3,972,947,000 | 80 |
| Managed Assets ($) | $1,358,785,000 | 115 |
| Non-managed Assets ($) | $2,614,162,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $6,846,000 | 127 |
| 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 | $2,384,000 | 98 |
| Number of Managed Accounts | $1,228,000 | 141 |
| Number of Non-Managed Accounts | $1,156,000 | 60 |
| Total fiduciary and related assets | $4,269,416,000 | 78 |
| Managed Assets ($) | $1,392,726,000 | 112 |
| Non-managed Assets ($) | $2,876,690,000 | 59 |
| Memoranda |
| Gross Fiduciary activities income | $4,467,000 | 131 |
| 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 | $2,353,000 | 101 |
| Number of Managed Accounts | $1,216,000 | 143 |
| Number of Non-Managed Accounts | $1,137,000 | 64 |
| Total fiduciary and related assets | $4,276,792,000 | 77 |
| Managed Assets ($) | $1,330,274,000 | 115 |
| Non-managed Assets ($) | $2,946,518,000 | 59 |
| Memoranda |
| Gross Fiduciary activities income | $2,151,000 | 134 |
| 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 | $2,345,000 | 106 |
| Number of Managed Accounts | $1,185,000 | 143 |
| Number of Non-Managed Accounts | $1,160,000 | 66 |
| Total fiduciary and related assets | $4,272,225,000 | 77 |
| Managed Assets ($) | $1,297,981,000 | 119 |
| Non-managed Assets ($) | $2,974,244,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $8,072,000 | 135 |
| 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 | $2,299,000 | 102 |
| Number of Managed Accounts | $1,142,000 | 144 |
| Number of Non-Managed Accounts | $1,157,000 | 59 |
| Total fiduciary and related assets | $4,396,565,000 | 75 |
| Managed Assets ($) | $1,204,965,000 | 118 |
| Non-managed Assets ($) | $3,191,600,000 | 54 |
| Memoranda |
| Gross Fiduciary activities income | $6,044,000 | 135 |
| 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 | $2,276,000 | 102 |
| Number of Managed Accounts | $1,133,000 | 142 |
| Number of Non-Managed Accounts | $1,143,000 | 60 |
| Total fiduciary and related assets | $4,228,607,000 | 75 |
| Managed Assets ($) | $1,154,940,000 | 116 |
| Non-managed Assets ($) | $3,073,667,000 | 56 |
| Memoranda |
| Gross Fiduciary activities income | $3,921,000 | 136 |
| 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 | $2,251,000 | 102 |
| Number of Managed Accounts | $1,102,000 | 144 |
| Number of Non-Managed Accounts | $1,149,000 | 62 |
| Total fiduciary and related assets | $4,188,671,000 | 75 |
| Managed Assets ($) | $1,138,008,000 | 118 |
| Non-managed Assets ($) | $3,050,663,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $1,906,000 | 137 |
| 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 | $2,238,000 | 103 |
| Number of Managed Accounts | $1,079,000 | 149 |
| Number of Non-Managed Accounts | $1,159,000 | 67 |
| Total fiduciary and related assets | $4,089,186,000 | 73 |
| Managed Assets ($) | $1,096,689,000 | 117 |
| Non-managed Assets ($) | $2,992,497,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $7,315,000 | 136 |
| 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 | $2,251,000 | 98 |
| Number of Managed Accounts | $1,058,000 | 146 |
| Number of Non-Managed Accounts | $1,193,000 | 60 |
| Total fiduciary and related assets | $3,669,885,000 | 74 |
| Managed Assets ($) | $1,060,951,000 | 121 |
| Non-managed Assets ($) | $2,608,934,000 | 54 |
| Memoranda |
| Gross Fiduciary activities income | $5,457,000 | 136 |
| 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 | $2,214,000 | 97 |
| Number of Managed Accounts | $1,052,000 | 146 |
| Number of Non-Managed Accounts | $1,162,000 | 60 |
| Total fiduciary and related assets | $3,558,479,000 | 77 |
| Managed Assets ($) | $1,027,582,000 | 119 |
| Non-managed Assets ($) | $2,530,897,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $3,530,000 | 140 |
| 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 | $2,172,000 | 99 |
| Number of Managed Accounts | $1,042,000 | 146 |
| Number of Non-Managed Accounts | $1,130,000 | 59 |
| Total fiduciary and related assets | $3,445,216,000 | 78 |
| Managed Assets ($) | $1,044,064,000 | 119 |
| Non-managed Assets ($) | $2,401,152,000 | 56 |
| Memoranda |
| Gross Fiduciary activities income | $1,707,000 | 141 |
| 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 | $2,172,000 | 100 |
| Number of Managed Accounts | $1,038,000 | 147 |
| Number of Non-Managed Accounts | $1,134,000 | 62 |
| Total fiduciary and related assets | $3,268,465,000 | 79 |
| Managed Assets ($) | $934,615,000 | 124 |
| Non-managed Assets ($) | $2,333,850,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $6,672,000 | 126 |
| 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 | $2,148,000 | 98 |
| Number of Managed Accounts | $1,035,000 | 145 |
| Number of Non-Managed Accounts | $1,113,000 | 56 |
| Total fiduciary and related assets | $3,302,384,000 | 81 |
| Managed Assets ($) | $886,847,000 | 126 |
| Non-managed Assets ($) | $2,415,537,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $4,997,000 | 128 |
| 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 | $2,140,000 | 99 |
| Number of Managed Accounts | $1,036,000 | 144 |
| Number of Non-Managed Accounts | $1,104,000 | 58 |
| Total fiduciary and related assets | $3,425,835,000 | 82 |
| Managed Assets ($) | $910,490,000 | 129 |
| Non-managed Assets ($) | $2,515,345,000 | 56 |
| Memoranda |
| Gross Fiduciary activities income | $3,218,000 | 131 |
| 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 | $2,127,000 | 98 |
| Number of Managed Accounts | $1,014,000 | 140 |
| Number of Non-Managed Accounts | $1,113,000 | 61 |
| Total fiduciary and related assets | $3,391,741,000 | 80 |
| Managed Assets ($) | $891,490,000 | 129 |
| Non-managed Assets ($) | $2,500,251,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $1,585,000 | 129 |
| 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 | $2,138,000 | 101 |
| Number of Managed Accounts | $1,012,000 | 147 |
| Number of Non-Managed Accounts | $1,126,000 | 65 |
| Total fiduciary and related assets | $3,411,005,000 | 80 |
| Managed Assets ($) | $842,685,000 | 134 |
| Non-managed Assets ($) | $2,568,320,000 | 56 |
| Memoranda |
| Gross Fiduciary activities income | $6,288,000 | 127 |
| 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 | $2,142,000 | 96 |
| Number of Managed Accounts | $998,000 | 144 |
| Number of Non-Managed Accounts | $1,144,000 | 60 |
| Total fiduciary and related assets | $4,351,496,000 | 71 |
| Managed Assets ($) | $803,964,000 | 136 |
| Non-managed Assets ($) | $3,547,532,000 | 50 |
| Memoranda |
| Gross Fiduciary activities income | $4,719,000 | 127 |
| 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 | $2,151,000 | 98 |
| Number of Managed Accounts | $999,000 | 141 |
| Number of Non-Managed Accounts | $1,152,000 | 63 |
| Total fiduciary and related assets | $3,386,798,000 | 78 |
| Managed Assets ($) | $762,669,000 | 133 |
| Non-managed Assets ($) | $2,624,129,000 | 53 |
| Memoranda |
| Gross Fiduciary activities income | $2,945,000 | 131 |
| 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 | $2,131,000 | 100 |
| Number of Managed Accounts | $991,000 | 147 |
| Number of Non-Managed Accounts | $1,140,000 | 62 |
| Total fiduciary and related assets | $3,384,780,000 | 80 |
| Managed Assets ($) | $790,464,000 | 136 |
| Non-managed Assets ($) | $2,594,316,000 | 54 |
| Memoranda |
| Gross Fiduciary activities income | $1,398,000 | 135 |
| 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 | $2,114,000 | 112 |
| Number of Managed Accounts | $982,000 | 152 |
| Number of Non-Managed Accounts | $1,132,000 | 71 |
| Total fiduciary and related assets | $3,017,868,000 | 84 |
| Managed Assets ($) | $753,043,000 | 137 |
| Non-managed Assets ($) | $2,264,825,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $5,826,000 | 130 |
| 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 | $2,110,000 | 105 |
| Number of Managed Accounts | $954,000 | 156 |
| Number of Non-Managed Accounts | $1,156,000 | 66 |
| Total fiduciary and related assets | $2,925,297,000 | 85 |
| Managed Assets ($) | $711,343,000 | 143 |
| Non-managed Assets ($) | $2,213,954,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $4,354,000 | 129 |
| 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 | $1,371,000 | 153 |
| Number of Managed Accounts | $955,000 | 160 |
| Number of Non-Managed Accounts | $416,000 | 120 |
| Total fiduciary and related assets | $2,771,374,000 | 87 |
| Managed Assets ($) | $613,583,000 | 153 |
| Non-managed Assets ($) | $2,157,791,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $2,722,000 | 137 |
| 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 | $1,387,000 | 147 |
| Number of Managed Accounts | $956,000 | 161 |
| Number of Non-Managed Accounts | $431,000 | 116 |
| Total fiduciary and related assets | $2,746,055,000 | 86 |
| Managed Assets ($) | $583,319,000 | 153 |
| Non-managed Assets ($) | $2,162,736,000 | 60 |
| Memoranda |
| Gross Fiduciary activities income | $1,315,000 | 136 |
| 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 | $1,406,000 | 160 |
| Number of Managed Accounts | $973,000 | 162 |
| Number of Non-Managed Accounts | $433,000 | 146 |
| Total fiduciary and related assets | $2,778,070,000 | 91 |
| Managed Assets ($) | $626,385,000 | 151 |
| Non-managed Assets ($) | $2,151,685,000 | 63 |
| Memoranda |
| Gross Fiduciary activities income | $5,972,000 | 139 |
| 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 | $1,417,000 | 148 |
| Number of Managed Accounts | $967,000 | 162 |
| Number of Non-Managed Accounts | $450,000 | 118 |
| Total fiduciary and related assets | $2,898,004,000 | 88 |
| Managed Assets ($) | $652,295,000 | 153 |
| Non-managed Assets ($) | $2,245,709,000 | 64 |
| Memoranda |
| Gross Fiduciary activities income | $4,481,000 | 144 |
| 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 | $1,409,000 | 150 |
| Number of Managed Accounts | $946,000 | 167 |
| Number of Non-Managed Accounts | $463,000 | 121 |
| Total fiduciary and related assets | $2,830,986,000 | 100 |
| Managed Assets ($) | $642,723,000 | 163 |
| Non-managed Assets ($) | $2,188,263,000 | 68 |
| Memoranda |
| Gross Fiduciary activities income | $2,864,000 | 147 |
| 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 | $1,410,000 | 152 |
| Number of Managed Accounts | $948,000 | 167 |
| Number of Non-Managed Accounts | $462,000 | 121 |
| Total fiduciary and related assets | $2,868,776,000 | 103 |
| Managed Assets ($) | $606,538,000 | 171 |
| Non-managed Assets ($) | $2,262,238,000 | 69 |
| Memoranda |
| Gross Fiduciary activities income | $1,428,000 | 144 |
| 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 | $1,374,000 | 166 |
| Number of Managed Accounts | $920,000 | 174 |
| Number of Non-Managed Accounts | $454,000 | 145 |
| Total fiduciary and related assets | $2,845,701,000 | 101 |
| Managed Assets ($) | $583,471,000 | 178 |
| Non-managed Assets ($) | $2,262,230,000 | 70 |
| Memoranda |
| Gross Fiduciary activities income | $6,077,000 | 139 |
| 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 | $1,380,000 | 156 |
| Number of Managed Accounts | $917,000 | 165 |
| Number of Non-Managed Accounts | $463,000 | 114 |
| Total fiduciary and related assets | $2,893,276,000 | 101 |
| Managed Assets ($) | $608,948,000 | 176 |
| Non-managed Assets ($) | $2,284,328,000 | 69 |
| Memoranda |
| Gross Fiduciary activities income | $4,648,000 | 136 |
| 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 | $1,379,000 | 158 |
| Number of Managed Accounts | $912,000 | 166 |
| Number of Non-Managed Accounts | $467,000 | 116 |
| Total fiduciary and related assets | $2,938,906,000 | 99 |
| Managed Assets ($) | $643,544,000 | 175 |
| Non-managed Assets ($) | $2,295,362,000 | 72 |
| Memoranda |
| Gross Fiduciary activities income | $2,871,000 | 150 |
| 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 | $1,369,000 | 157 |
| Number of Managed Accounts | $892,000 | 166 |
| Number of Non-Managed Accounts | $477,000 | 111 |
| Total fiduciary and related assets | $2,892,667,000 | 97 |
| Managed Assets ($) | $609,647,000 | 177 |
| Non-managed Assets ($) | $2,283,020,000 | 71 |
| Memoranda |
| Gross Fiduciary activities income | $1,458,000 | 147 |
| 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 | $1,345,000 | 170 |
| Number of Managed Accounts | $864,000 | 181 |
| Number of Non-Managed Accounts | $481,000 | 129 |
| Total fiduciary and related assets | $2,827,380,000 | 99 |
| Managed Assets ($) | $618,928,000 | 177 |
| Non-managed Assets ($) | $2,208,452,000 | 71 |
| Memoranda |
| Gross Fiduciary activities income | $5,765,000 | 139 |
| 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 | $1,338,000 | 164 |
| Number of Managed Accounts | $857,000 | 181 |
| Number of Non-Managed Accounts | $481,000 | 108 |
| Total fiduciary and related assets | $2,801,956,000 | 102 |
| Managed Assets ($) | $594,865,000 | 181 |
| Non-managed Assets ($) | $2,207,091,000 | 71 |
| Memoranda |
| Gross Fiduciary activities income | $4,363,000 | 145 |
| 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 | $1,353,000 | 167 |
| Number of Managed Accounts | $854,000 | 189 |
| Number of Non-Managed Accounts | $499,000 | 111 |
| Total fiduciary and related assets | $2,630,073,000 | 109 |
| Managed Assets ($) | $587,042,000 | 187 |
| Non-managed Assets ($) | $2,043,031,000 | 78 |
| Memoranda |
| Gross Fiduciary activities income | $2,939,000 | 150 |
| 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 | $1,345,000 | 165 |
| Number of Managed Accounts | $830,000 | 191 |
| Number of Non-Managed Accounts | $515,000 | 108 |
| Total fiduciary and related assets | $2,645,916,000 | 108 |
| Managed Assets ($) | $604,918,000 | 186 |
| Non-managed Assets ($) | $2,040,998,000 | 79 |
| Memoranda |
| Gross Fiduciary activities income | $1,477,000 | 146 |
| 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 | $1,366,000 | 170 |
| Number of Managed Accounts | $814,000 | 198 |
| Number of Non-Managed Accounts | $552,000 | 120 |
| Total fiduciary and related assets | $2,686,219,000 | 107 |
| Managed Assets ($) | $587,166,000 | 188 |
| Non-managed Assets ($) | $2,099,053,000 | 79 |
| Memoranda |
| Gross Fiduciary activities income | $4,856,000 | 164 |
| 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 | $1,355,000 | 156 |
| Number of Managed Accounts | $807,000 | 191 |
| Number of Non-Managed Accounts | $548,000 | 103 |
| Total fiduciary and related assets | $2,566,277,000 | 112 |
| Managed Assets ($) | $544,838,000 | 191 |
| Non-managed Assets ($) | $2,021,439,000 | 78 |
| Memoranda |
| Gross Fiduciary activities income | $3,610,000 | 162 |
| 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 | $1,349,000 | 158 |
| Number of Managed Accounts | $804,000 | 189 |
| Number of Non-Managed Accounts | $545,000 | 107 |
| Total fiduciary and related assets | $2,777,454,000 | 105 |
| Managed Assets ($) | $759,028,000 | 160 |
| Non-managed Assets ($) | $2,018,426,000 | 74 |
| Memoranda |
| Gross Fiduciary activities income | $2,361,000 | 162 |
| 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 | $1,345,000 | 159 |
| Number of Managed Accounts | $798,000 | 189 |
| Number of Non-Managed Accounts | $547,000 | 111 |
| Total fiduciary and related assets | $2,554,065,000 | 113 |
| Managed Assets ($) | $494,286,000 | 203 |
| Non-managed Assets ($) | $2,059,779,000 | 79 |
| Memoranda |
| Gross Fiduciary activities income | $1,168,000 | 166 |
| 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 | $1,365,000 | 172 |
| Number of Managed Accounts | $795,000 | 195 |
| Number of Non-Managed Accounts | $570,000 | 130 |
| Total fiduciary and related assets | $2,572,017,000 | 115 |
| Managed Assets ($) | $495,047,000 | 199 |
| Non-managed Assets ($) | $2,076,970,000 | 80 |
| Memoranda |
| Gross Fiduciary activities income | $4,490,000 | 164 |
| 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 | $1,349,000 | 162 |
| Number of Managed Accounts | $799,000 | 189 |
| Number of Non-Managed Accounts | $550,000 | 110 |
| Total fiduciary and related assets | $2,177,301,000 | 121 |
| Managed Assets ($) | $477,964,000 | 196 |
| Non-managed Assets ($) | $1,699,337,000 | 86 |
| Memoranda |
| Gross Fiduciary activities income | $3,279,000 | 164 |
| 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 | $1,325,000 | 163 |
| Number of Managed Accounts | $763,000 | 195 |
| Number of Non-Managed Accounts | $562,000 | 113 |
| Total fiduciary and related assets | $2,199,559,000 | 122 |
| Managed Assets ($) | $445,437,000 | 203 |
| Non-managed Assets ($) | $1,754,122,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $2,124,000 | 171 |
| 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 | $1,304,000 | 165 |
| Number of Managed Accounts | $737,000 | 198 |
| Number of Non-Managed Accounts | $567,000 | 113 |
| Total fiduciary and related assets | $2,117,668,000 | 123 |
| Managed Assets ($) | $404,230,000 | 213 |
| Non-managed Assets ($) | $1,713,438,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $1,034,000 | 172 |
| 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 | $1,292,000 | 184 |
| Number of Managed Accounts | $717,000 | 214 |
| Number of Non-Managed Accounts | $575,000 | 139 |
| Total fiduciary and related assets | $2,054,279,000 | 128 |
| Managed Assets ($) | $391,024,000 | 226 |
| Non-managed Assets ($) | $1,663,255,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $4,267,000 | 167 |
| 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 | $1,276,000 | 178 |
| Number of Managed Accounts | $707,000 | 212 |
| Number of Non-Managed Accounts | $569,000 | 122 |
| Total fiduciary and related assets | $1,926,482,000 | 137 |
| Managed Assets ($) | $388,228,000 | 225 |
| Non-managed Assets ($) | $1,538,254,000 | 99 |
| Memoranda |
| Gross Fiduciary activities income | $3,228,000 | 173 |
| 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 | $1,308,000 | 175 |
| Number of Managed Accounts | $700,000 | 214 |
| Number of Non-Managed Accounts | $608,000 | 121 |
| Total fiduciary and related assets | $1,803,140,000 | 141 |
| Managed Assets ($) | $398,351,000 | 224 |
| Non-managed Assets ($) | $1,404,789,000 | 105 |
| Memoranda |
| Gross Fiduciary activities income | $2,175,000 | 176 |
| 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 | $1,302,000 | 182 |
| Number of Managed Accounts | $702,000 | 223 |
| Number of Non-Managed Accounts | $600,000 | 121 |
| Total fiduciary and related assets | $1,728,687,000 | 143 |
| Managed Assets ($) | $394,415,000 | 224 |
| Non-managed Assets ($) | $1,334,272,000 | 103 |
| Memoranda |
| Gross Fiduciary activities income | $1,049,000 | 184 |
| 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 | $1,291,000 | 201 |
| Number of Managed Accounts | $699,000 | 242 |
| Number of Non-Managed Accounts | $592,000 | 136 |
| Total fiduciary and related assets | $1,723,061,000 | 141 |
| Managed Assets ($) | $394,943,000 | 222 |
| Non-managed Assets ($) | $1,328,118,000 | 103 |
| Memoranda |
| Gross Fiduciary activities income | $3,989,000 | 191 |
| 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 | $1,219,000 | 195 |
| Number of Managed Accounts | $745,000 | 212 |
| Number of Non-Managed Accounts | $474,000 | 152 |
| Total fiduciary and related assets | $1,656,129,000 | 136 |
| Managed Assets ($) | $385,256,000 | 224 |
| Non-managed Assets ($) | $1,270,873,000 | 98 |
| Memoranda |
| Gross Fiduciary activities income | $3,632,000 | 208 |
| 2000-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $3,130,000 | 218 |
| 1999-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $2,535,000 | 286 |
| 1998-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $2,242,000 | 299 |
| 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 | $423,000 | 713 |
| 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 | $325,000 | 838 |
| 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 | $299,000 | 903 |
| 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 | $363,000 | 838 |
| 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 | $426,000 | 820 |
| 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 | $407,000 | 836 |
