| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,376,000 | 105 |
| Number of Managed Accounts | $2,068,000 | 84 |
| Number of Non-Managed Accounts | $308,000 | 150 |
| Total fiduciary and related assets | $3,846,000,000 | 93 |
| Managed Assets ($) | $2,135,000,000 | 85 |
| Non-managed Assets ($) | $1,711,000,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $1,000,000 | 330 |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,311,000 | 108 |
| Number of Managed Accounts | $2,099,000 | 83 |
| Number of Non-Managed Accounts | $212,000 | 190 |
| Total fiduciary and related assets | $2,846,000,000 | 109 |
| Managed Assets ($) | $1,710,000,000 | 95 |
| Non-managed Assets ($) | $1,136,000,000 | 110 |
| Memoranda |
| Gross Fiduciary activities income | $39,000,000 | 40 |
| 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 | $11,180,000 | 44 |
| Number of Managed Accounts | $10,198,000 | 26 |
| Number of Non-Managed Accounts | $982,000 | 87 |
| Total fiduciary and related assets | $14,015,000,000 | 49 |
| Managed Assets ($) | $10,929,000,000 | 35 |
| Non-managed Assets ($) | $3,086,000,000 | 67 |
| Memoranda |
| Gross Fiduciary activities income | $22,000,000 | 38 |
| 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 | $11,432,000 | 45 |
| Number of Managed Accounts | $10,325,000 | 29 |
| Number of Non-Managed Accounts | $1,107,000 | 87 |
| Total fiduciary and related assets | $13,916,000,000 | 51 |
| Managed Assets ($) | $10,618,000,000 | 36 |
| Non-managed Assets ($) | $3,298,000,000 | 70 |
| Memoranda |
| Gross Fiduciary activities income | $83,000,000 | 39 |
| 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 | $11,511,000 | 43 |
| Number of Managed Accounts | $10,688,000 | 27 |
| Number of Non-Managed Accounts | $823,000 | 100 |
| Total fiduciary and related assets | $13,532,000,000 | 50 |
| Managed Assets ($) | $11,707,000,000 | 34 |
| Non-managed Assets ($) | $1,825,000,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $65,000,000 | 36 |
| 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 | $17,437,000 | 32 |
| Number of Managed Accounts | $9,639,000 | 26 |
| Number of Non-Managed Accounts | $7,798,000 | 31 |
| Total fiduciary and related assets | $26,418,000,000 | 39 |
| Managed Assets ($) | $11,040,000,000 | 35 |
| Non-managed Assets ($) | $15,378,000,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $49,000,000 | 35 |
| 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 | $12,528,000 | 40 |
| Number of Managed Accounts | $7,526,000 | 30 |
| Number of Non-Managed Accounts | $5,002,000 | 38 |
| Total fiduciary and related assets | $18,061,000,000 | 44 |
| Managed Assets ($) | $8,457,000,000 | 38 |
| Non-managed Assets ($) | $9,604,000,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $20,000,000 | 35 |
| 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 | $12,905,000 | 38 |
| Number of Managed Accounts | $7,642,000 | 31 |
| Number of Non-Managed Accounts | $5,263,000 | 39 |
| Total fiduciary and related assets | $18,837,000,000 | 42 |
| Managed Assets ($) | $8,454,000,000 | 40 |
| Non-managed Assets ($) | $10,383,000,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $82,000,000 | 36 |
| 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 | $6,309,000 | 59 |
| Number of Managed Accounts | $3,732,000 | 58 |
| Number of Non-Managed Accounts | $2,577,000 | 52 |
| Total fiduciary and related assets | $8,541,430,000 | 69 |
| Managed Assets ($) | $4,339,090,000 | 65 |
| Non-managed Assets ($) | $4,202,340,000 | 63 |
| Memoranda |
| Gross Fiduciary activities income | $51,857,000 | 54 |
| 2000-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,332 |
| 1999-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $141,968,000 | 29 |
| 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 | $138,308,000 | 29 |
| 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 | $130,261,000 | 26 |
| 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 | $119,557,000 | 19 |
| 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 | $95,778,000 | 26 |
| 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 | $75,418,000 | 30 |
| 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 | $74,586,000 | 29 |
| 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 | $72,263,000 | 26 |
