| 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 | $1,865,000 | 139 |
| Number of Managed Accounts | $1,785,000 | 119 |
| Number of Non-Managed Accounts | $80,000 | 197 |
| Total fiduciary and related assets | $5,619,733,000 | 89 |
| Managed Assets ($) | $4,234,039,000 | 70 |
| Non-managed Assets ($) | $1,385,694,000 | 90 |
| Memoranda |
| Gross Fiduciary activities income | $11,599,000 | 114 |
| 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 | $1,939,000 | 134 |
| Number of Managed Accounts | $1,847,000 | 116 |
| Number of Non-Managed Accounts | $92,000 | 200 |
| Total fiduciary and related assets | $5,807,541,000 | 86 |
| Managed Assets ($) | $4,389,857,000 | 69 |
| Non-managed Assets ($) | $1,417,684,000 | 90 |
| Memoranda |
| Gross Fiduciary activities income | $2,847,000 | 217 |
| 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 | $1,992,000 | 132 |
| Number of Managed Accounts | $1,890,000 | 113 |
| Number of Non-Managed Accounts | $102,000 | 183 |
| Total fiduciary and related assets | $6,087,034,000 | 80 |
| Managed Assets ($) | $4,681,588,000 | 67 |
| Non-managed Assets ($) | $1,405,446,000 | 88 |
| Memoranda |
| Gross Fiduciary activities income | $8,743,000 | 66 |
| 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 | $1,985,000 | 133 |
| Number of Managed Accounts | $1,873,000 | 113 |
| Number of Non-Managed Accounts | $112,000 | 239 |
| Total fiduciary and related assets | $6,149,753,000 | 80 |
| Managed Assets ($) | $4,709,992,000 | 67 |
| Non-managed Assets ($) | $1,439,761,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $34,130,000 | 64 |
| 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 | $2,014,000 | 128 |
| Number of Managed Accounts | $1,907,000 | 109 |
| Number of Non-Managed Accounts | $107,000 | 177 |
| Total fiduciary and related assets | $5,831,481,000 | 75 |
| Managed Assets ($) | $4,528,833,000 | 64 |
| Non-managed Assets ($) | $1,302,648,000 | 90 |
| Memoranda |
| Gross Fiduciary activities income | $25,403,000 | 64 |
| 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 | $1,985,000 | 129 |
| Number of Managed Accounts | $1,865,000 | 111 |
| Number of Non-Managed Accounts | $120,000 | 184 |
| Total fiduciary and related assets | $5,617,842,000 | 72 |
| Managed Assets ($) | $4,300,077,000 | 62 |
| Non-managed Assets ($) | $1,317,765,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $16,854,000 | 64 |
| 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 | $2,032,000 | 127 |
| Number of Managed Accounts | $1,875,000 | 111 |
| Number of Non-Managed Accounts | $157,000 | 154 |
| Total fiduciary and related assets | $5,189,650,000 | 74 |
| Managed Assets ($) | $3,918,802,000 | 60 |
| Non-managed Assets ($) | $1,270,848,000 | 86 |
| Memoranda |
| Gross Fiduciary activities income | $8,588,000 | 64 |
| 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 | $2,019,000 | 133 |
| Number of Managed Accounts | $1,861,000 | 115 |
| Number of Non-Managed Accounts | $158,000 | 200 |
| Total fiduciary and related assets | $5,909,808,000 | 72 |
| Managed Assets ($) | $4,602,226,000 | 57 |
| Non-managed Assets ($) | $1,307,582,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $33,742,000 | 65 |
| 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 | $2,003,000 | 131 |
| Number of Managed Accounts | $1,846,000 | 116 |
| Number of Non-Managed Accounts | $157,000 | 153 |
| Total fiduciary and related assets | $6,118,581,000 | 72 |
| Managed Assets ($) | $4,642,091,000 | 57 |
| Non-managed Assets ($) | $1,476,490,000 | 88 |
| Memoranda |
| Gross Fiduciary activities income | $25,389,000 | 65 |
| 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 | $2,025,000 | 131 |
| Number of Managed Accounts | $1,862,000 | 115 |
| Number of Non-Managed Accounts | $163,000 | 154 |
| Total fiduciary and related assets | $6,124,842,000 | 71 |
| Managed Assets ($) | $4,679,376,000 | 56 |
| Non-managed Assets ($) | $1,445,466,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $17,465,000 | 63 |
| 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 | $2,061,000 | 128 |
| Number of Managed Accounts | $1,895,000 | 114 |
| Number of Non-Managed Accounts | $166,000 | 157 |
| Total fiduciary and related assets | $6,159,975,000 | 70 |
| Managed Assets ($) | $4,509,669,000 | 55 |
| Non-managed Assets ($) | $1,650,306,000 | 83 |
| Memoranda |
| Gross Fiduciary activities income | $8,320,000 | 65 |
| 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 | $2,045,000 | 128 |
| Number of Managed Accounts | $1,881,000 | 112 |
| Number of Non-Managed Accounts | $164,000 | 197 |
| Total fiduciary and related assets | $5,873,527,000 | 70 |
| Managed Assets ($) | $4,265,929,000 | 56 |
| Non-managed Assets ($) | $1,607,598,000 | 81 |
| Memoranda |
| Gross Fiduciary activities income | $33,983,000 | 60 |
| 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 | $2,049,000 | 123 |
| Number of Managed Accounts | $1,884,000 | 111 |
| Number of Non-Managed Accounts | $165,000 | 159 |
| Total fiduciary and related assets | $6,315,253,000 | 69 |
| Managed Assets ($) | $4,635,309,000 | 53 |
| Non-managed Assets ($) | $1,679,944,000 | 78 |
| Memoranda |
| Gross Fiduciary activities income | $25,752,000 | 60 |
| 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 | $2,065,000 | 123 |
| Number of Managed Accounts | $1,891,000 | 109 |
| Number of Non-Managed Accounts | $174,000 | 154 |
| Total fiduciary and related assets | $6,382,564,000 | 70 |
| Managed Assets ($) | $4,526,276,000 | 52 |
| Non-managed Assets ($) | $1,856,288,000 | 75 |
| Memoranda |
| Gross Fiduciary activities income | $17,138,000 | 60 |
| 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 | $2,058,000 | 124 |
| Number of Managed Accounts | $1,887,000 | 109 |
| Number of Non-Managed Accounts | $171,000 | 160 |
| Total fiduciary and related assets | $6,357,534,000 | 71 |
| Managed Assets ($) | $4,545,500,000 | 54 |
| Non-managed Assets ($) | $1,812,034,000 | 75 |
| Memoranda |
| Gross Fiduciary activities income | $8,537,000 | 61 |
| 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 | $2,084,000 | 120 |
| Number of Managed Accounts | $1,907,000 | 106 |
| Number of Non-Managed Accounts | $177,000 | 196 |
| Total fiduciary and related assets | $6,430,610,000 | 70 |
| Managed Assets ($) | $4,616,587,000 | 54 |
| Non-managed Assets ($) | $1,814,023,000 | 74 |
| Memoranda |
| Gross Fiduciary activities income | $33,540,000 | 60 |
| 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 | $2,133,000 | 116 |
| Number of Managed Accounts | $1,958,000 | 104 |
| Number of Non-Managed Accounts | $175,000 | 155 |
| Total fiduciary and related assets | $6,476,304,000 | 69 |
| Managed Assets ($) | $4,627,236,000 | 54 |
| Non-managed Assets ($) | $1,849,068,000 | 72 |
| Memoranda |
| Gross Fiduciary activities income | $25,228,000 | 60 |
| 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 | $2,179,000 | 110 |
| Number of Managed Accounts | $2,001,000 | 97 |
| Number of Non-Managed Accounts | $178,000 | 155 |
| Total fiduciary and related assets | $6,432,229,000 | 67 |
| Managed Assets ($) | $4,635,751,000 | 54 |
| Non-managed Assets ($) | $1,796,478,000 | 71 |
| Memoranda |
| Gross Fiduciary activities income | $16,720,000 | 60 |
| 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 | $2,164,000 | 110 |
| Number of Managed Accounts | $1,992,000 | 97 |
| Number of Non-Managed Accounts | $172,000 | 154 |
| Total fiduciary and related assets | $6,296,482,000 | 67 |
| Managed Assets ($) | $4,547,864,000 | 54 |
| Non-managed Assets ($) | $1,748,618,000 | 72 |
| Memoranda |
| Gross Fiduciary activities income | $8,292,000 | 59 |
| 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 | $2,124,000 | 110 |
| Number of Managed Accounts | $1,958,000 | 97 |
| Number of Non-Managed Accounts | $166,000 | 201 |
| Total fiduciary and related assets | $6,126,486,000 | 67 |
| Managed Assets ($) | $4,464,755,000 | 53 |
| Non-managed Assets ($) | $1,661,731,000 | 74 |
| Memoranda |
| Gross Fiduciary activities income | $30,129,000 | 61 |
| 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 | $2,132,000 | 108 |
| Number of Managed Accounts | $1,971,000 | 96 |
| Number of Non-Managed Accounts | $161,000 | 160 |
| Total fiduciary and related assets | $6,173,553,000 | 67 |
| Managed Assets ($) | $4,492,310,000 | 52 |
| Non-managed Assets ($) | $1,681,243,000 | 73 |
| Memoranda |
| Gross Fiduciary activities income | $22,579,000 | 60 |
| 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 | $2,128,000 | 109 |
| Number of Managed Accounts | $1,967,000 | 97 |
| Number of Non-Managed Accounts | $161,000 | 163 |
| Total fiduciary and related assets | $6,101,976,000 | 67 |
| Managed Assets ($) | $4,437,006,000 | 53 |
| Non-managed Assets ($) | $1,664,970,000 | 76 |
| Memoranda |
| Gross Fiduciary activities income | $15,084,000 | 61 |
| 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 | $2,128,000 | 109 |
| Number of Managed Accounts | $1,974,000 | 97 |
| Number of Non-Managed Accounts | $154,000 | 169 |
| Total fiduciary and related assets | $6,073,336,000 | 66 |
| Managed Assets ($) | $4,451,835,000 | 53 |
| Non-managed Assets ($) | $1,621,501,000 | 75 |
| Memoranda |
| Gross Fiduciary activities income | $7,764,000 | 60 |
| 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 | $2,127,000 | 112 |
| Number of Managed Accounts | $1,978,000 | 94 |
| Number of Non-Managed Accounts | $149,000 | 230 |
| Total fiduciary and related assets | $6,035,110,000 | 65 |
| Managed Assets ($) | $4,434,975,000 | 52 |
| Non-managed Assets ($) | $1,600,135,000 | 74 |
| Memoranda |
| Gross Fiduciary activities income | $29,533,000 | 62 |
| 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 | $2,169,000 | 107 |
| Number of Managed Accounts | $1,996,000 | 93 |
| Number of Non-Managed Accounts | $173,000 | 160 |
| Total fiduciary and related assets | $6,112,252,000 | 64 |
| Managed Assets ($) | $4,374,526,000 | 51 |
| Non-managed Assets ($) | $1,737,726,000 | 69 |
| Memoranda |
| Gross Fiduciary activities income | $22,520,000 | 61 |
| 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 | $2,184,000 | 107 |
| Number of Managed Accounts | $2,008,000 | 93 |
| Number of Non-Managed Accounts | $176,000 | 157 |
| Total fiduciary and related assets | $6,250,368,000 | 65 |
| Managed Assets ($) | $4,508,272,000 | 54 |
| Non-managed Assets ($) | $1,742,096,000 | 71 |
| Memoranda |
| Gross Fiduciary activities income | $15,365,000 | 62 |
| 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 | $2,283,000 | 100 |
| Number of Managed Accounts | $2,083,000 | 85 |
| Number of Non-Managed Accounts | $200,000 | 150 |
| Total fiduciary and related assets | $6,399,582,000 | 66 |
| Managed Assets ($) | $4,642,251,000 | 53 |
| Non-managed Assets ($) | $1,757,331,000 | 73 |
| Memoranda |
| Gross Fiduciary activities income | $7,745,000 | 62 |
| 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 | $2,357,000 | 103 |
| Number of Managed Accounts | $2,152,000 | 83 |
| Number of Non-Managed Accounts | $205,000 | 189 |
| Total fiduciary and related assets | $6,323,326,000 | 65 |
| Managed Assets ($) | $4,612,791,000 | 52 |
| Non-managed Assets ($) | $1,710,535,000 | 73 |
| Memoranda |
| Gross Fiduciary activities income | $28,631,000 | 63 |
| 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 | $2,390,000 | 98 |
| Number of Managed Accounts | $2,194,000 | 79 |
| Number of Non-Managed Accounts | $196,000 | 146 |
| Total fiduciary and related assets | $6,260,510,000 | 66 |
| Managed Assets ($) | $4,564,217,000 | 52 |
| Non-managed Assets ($) | $1,696,293,000 | 76 |
| Memoranda |
| Gross Fiduciary activities income | $21,430,000 | 62 |
| 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 | $2,414,000 | 94 |
| Number of Managed Accounts | $2,218,000 | 78 |
| Number of Non-Managed Accounts | $196,000 | 147 |
| Total fiduciary and related assets | $6,312,299,000 | 64 |
| Managed Assets ($) | $4,570,224,000 | 51 |
| Non-managed Assets ($) | $1,742,075,000 | 76 |
| Memoranda |
| Gross Fiduciary activities income | $14,352,000 | 62 |
| 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 | $2,449,000 | 95 |
| Number of Managed Accounts | $2,242,000 | 79 |
| Number of Non-Managed Accounts | $207,000 | 152 |
| Total fiduciary and related assets | $6,146,315,000 | 65 |
| Managed Assets ($) | $4,489,852,000 | 52 |
| Non-managed Assets ($) | $1,656,463,000 | 75 |
| Memoranda |
| Gross Fiduciary activities income | $7,282,000 | 61 |
| 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 | $2,478,000 | 96 |
| Number of Managed Accounts | $2,260,000 | 79 |
| Number of Non-Managed Accounts | $218,000 | 186 |
| Total fiduciary and related assets | $6,902,057,000 | 61 |
| Managed Assets ($) | $5,260,072,000 | 47 |
| Non-managed Assets ($) | $1,641,985,000 | 76 |
| Memoranda |
| Gross Fiduciary activities income | $27,819,000 | 64 |
| 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 | $2,603,000 | 92 |
| Number of Managed Accounts | $2,308,000 | 77 |
| Number of Non-Managed Accounts | $295,000 | 122 |
| Total fiduciary and related assets | $6,754,133,000 | 62 |
| Managed Assets ($) | $5,126,732,000 | 48 |
| Non-managed Assets ($) | $1,627,401,000 | 77 |
| Memoranda |
| Gross Fiduciary activities income | $21,486,000 | 62 |
| 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 | $2,613,000 | 92 |
| Number of Managed Accounts | $2,309,000 | 75 |
| Number of Non-Managed Accounts | $304,000 | 123 |
| Total fiduciary and related assets | $6,510,537,000 | 61 |
| Managed Assets ($) | $4,977,309,000 | 48 |
| Non-managed Assets ($) | $1,533,228,000 | 77 |
| Memoranda |
| Gross Fiduciary activities income | $14,343,000 | 63 |
| 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 | $2,633,000 | 92 |
| Number of Managed Accounts | $2,309,000 | 76 |
| Number of Non-Managed Accounts | $324,000 | 120 |
| Total fiduciary and related assets | $6,734,658,000 | 61 |
| Managed Assets ($) | $5,132,446,000 | 47 |
| Non-managed Assets ($) | $1,602,212,000 | 76 |
| Memoranda |
| Gross Fiduciary activities income | $6,987,000 | 62 |
| 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 | $2,670,000 | 90 |
| Number of Managed Accounts | $2,324,000 | 72 |
| Number of Non-Managed Accounts | $346,000 | 142 |
| Total fiduciary and related assets | $6,516,006,000 | 60 |
| Managed Assets ($) | $4,992,838,000 | 46 |
| Non-managed Assets ($) | $1,523,168,000 | 77 |
| Memoranda |
| Gross Fiduciary activities income | $25,421,000 | 61 |
| 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 | $2,685,000 | 86 |
| Number of Managed Accounts | $2,330,000 | 72 |
| Number of Non-Managed Accounts | $355,000 | 112 |
| Total fiduciary and related assets | $6,467,363,000 | 59 |
| Managed Assets ($) | $4,900,355,000 | 46 |
| Non-managed Assets ($) | $1,567,008,000 | 72 |
| Memoranda |
| Gross Fiduciary activities income | $19,142,000 | 62 |
| 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 | $2,723,000 | 84 |
| Number of Managed Accounts | $2,334,000 | 69 |
| Number of Non-Managed Accounts | $389,000 | 108 |
| Total fiduciary and related assets | $6,408,495,000 | 60 |
| Managed Assets ($) | $4,772,543,000 | 46 |
| Non-managed Assets ($) | $1,635,952,000 | 70 |
| Memoranda |
| Gross Fiduciary activities income | $13,089,000 | 62 |
| 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 | $2,770,000 | 83 |
| Number of Managed Accounts | $2,391,000 | 68 |
| Number of Non-Managed Accounts | $379,000 | 109 |
| Total fiduciary and related assets | $6,362,727,000 | 60 |
| Managed Assets ($) | $4,769,992,000 | 47 |
| Non-managed Assets ($) | $1,592,735,000 | 71 |
| Memoranda |
| Gross Fiduciary activities income | $6,811,000 | 62 |
| 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 | $2,786,000 | 86 |
| Number of Managed Accounts | $2,400,000 | 67 |
| Number of Non-Managed Accounts | $386,000 | 132 |
| Total fiduciary and related assets | $6,211,738,000 | 60 |
| Managed Assets ($) | $4,681,434,000 | 46 |
| Non-managed Assets ($) | $1,530,304,000 | 73 |
| Memoranda |
| Gross Fiduciary activities income | $25,711,000 | 52 |
| 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 | $2,865,000 | 83 |
| Number of Managed Accounts | $2,463,000 | 67 |
| Number of Non-Managed Accounts | $402,000 | 106 |
| Total fiduciary and related assets | $5,976,589,000 | 62 |
| Managed Assets ($) | $4,559,882,000 | 49 |
| Non-managed Assets ($) | $1,416,707,000 | 73 |
| Memoranda |
| Gross Fiduciary activities income | $19,424,000 | 53 |
| 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 | $2,909,000 | 84 |
| Number of Managed Accounts | $2,497,000 | 67 |
| Number of Non-Managed Accounts | $412,000 | 109 |
| Total fiduciary and related assets | $5,884,211,000 | 64 |
| Managed Assets ($) | $4,586,730,000 | 51 |
| Non-managed Assets ($) | $1,297,481,000 | 81 |
| Memoranda |
| Gross Fiduciary activities income | $13,077,000 | 54 |
| 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 | $2,986,000 | 82 |
| Number of Managed Accounts | $2,570,000 | 64 |
| Number of Non-Managed Accounts | $416,000 | 108 |
| Total fiduciary and related assets | $5,770,558,000 | 65 |
| Managed Assets ($) | $4,517,337,000 | 52 |
| Non-managed Assets ($) | $1,253,221,000 | 82 |
| Memoranda |
| Gross Fiduciary activities income | $6,450,000 | 50 |
| 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 | $3,049,000 | 83 |
| Number of Managed Accounts | $2,602,000 | 63 |
| Number of Non-Managed Accounts | $447,000 | 122 |
| Total fiduciary and related assets | $5,581,328,000 | 66 |
| Managed Assets ($) | $4,498,127,000 | 51 |
| Non-managed Assets ($) | $1,083,201,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $26,395,000 | 48 |
| 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 | $3,334,000 | 77 |
| Number of Managed Accounts | $2,835,000 | 57 |
| Number of Non-Managed Accounts | $499,000 | 101 |
| Total fiduciary and related assets | $5,296,126,000 | 66 |
| Managed Assets ($) | $4,217,060,000 | 52 |
| Non-managed Assets ($) | $1,079,066,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $20,276,000 | 48 |
| 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 | $3,351,000 | 78 |
| Number of Managed Accounts | $2,841,000 | 56 |
| Number of Non-Managed Accounts | $510,000 | 100 |
| Total fiduciary and related assets | $5,279,445,000 | 66 |
| Managed Assets ($) | $4,106,212,000 | 52 |
| Non-managed Assets ($) | $1,173,233,000 | 77 |
| Memoranda |
| Gross Fiduciary activities income | $13,948,000 | 48 |
| 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 | $3,397,000 | 76 |
| Number of Managed Accounts | $2,853,000 | 53 |
| Number of Non-Managed Accounts | $544,000 | 100 |
| Total fiduciary and related assets | $5,869,673,000 | 63 |
| Managed Assets ($) | $4,597,388,000 | 49 |
| Non-managed Assets ($) | $1,272,285,000 | 78 |
| Memoranda |
| Gross Fiduciary activities income | $6,966,000 | 47 |
| 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 | $3,477,000 | 80 |
| Number of Managed Accounts | $2,892,000 | 57 |
| Number of Non-Managed Accounts | $585,000 | 115 |
| Total fiduciary and related assets | $6,021,245,000 | 64 |
| Managed Assets ($) | $4,494,028,000 | 50 |
| Non-managed Assets ($) | $1,527,217,000 | 73 |
| Memoranda |
| Gross Fiduciary activities income | $28,485,000 | 50 |
| 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 | $3,591,000 | 75 |
| Number of Managed Accounts | $2,996,000 | 56 |
| Number of Non-Managed Accounts | $595,000 | 94 |
| Total fiduciary and related assets | $5,901,368,000 | 64 |
| Managed Assets ($) | $4,494,540,000 | 50 |
| Non-managed Assets ($) | $1,406,828,000 | 75 |
| Memoranda |
| Gross Fiduciary activities income | $22,316,000 | 50 |
| 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 | $3,798,000 | 77 |
| Number of Managed Accounts | $3,182,000 | 57 |
| Number of Non-Managed Accounts | $616,000 | 93 |
| Total fiduciary and related assets | $5,701,817,000 | 64 |
| Managed Assets ($) | $4,348,447,000 | 52 |
| Non-managed Assets ($) | $1,353,370,000 | 76 |
| Memoranda |
| Gross Fiduciary activities income | $15,788,000 | 50 |
| 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 | $3,915,000 | 73 |
| Number of Managed Accounts | $3,272,000 | 55 |
| Number of Non-Managed Accounts | $643,000 | 90 |
| Total fiduciary and related assets | $5,726,371,000 | 61 |
| Managed Assets ($) | $4,345,152,000 | 51 |
| Non-managed Assets ($) | $1,381,219,000 | 73 |
| Memoranda |
| Gross Fiduciary activities income | $7,886,000 | 49 |
| 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 | $4,028,000 | 79 |
| Number of Managed Accounts | $3,370,000 | 55 |
| Number of Non-Managed Accounts | $658,000 | 109 |
| Total fiduciary and related assets | $6,209,619,000 | 63 |
| Managed Assets ($) | $4,521,578,000 | 50 |
| Non-managed Assets ($) | $1,688,041,000 | 70 |
| Memoranda |
| Gross Fiduciary activities income | $38,036,000 | 46 |
| 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 | $4,085,000 | 73 |
| Number of Managed Accounts | $3,415,000 | 55 |
| Number of Non-Managed Accounts | $670,000 | 95 |
| Total fiduciary and related assets | $6,795,223,000 | 65 |
| Managed Assets ($) | $4,908,031,000 | 51 |
| Non-managed Assets ($) | $1,887,192,000 | 69 |
| Memoranda |
| Gross Fiduciary activities income | $29,269,000 | 48 |
| 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 | $4,124,000 | 74 |
| Number of Managed Accounts | $3,493,000 | 54 |
| Number of Non-Managed Accounts | $631,000 | 98 |
| Total fiduciary and related assets | $6,403,528,000 | 72 |
| Managed Assets ($) | $5,242,647,000 | 53 |
| Non-managed Assets ($) | $1,160,881,000 | 92 |
| Memoranda |
| Gross Fiduciary activities income | $19,829,000 | 49 |
| 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 | $4,215,000 | 72 |
| Number of Managed Accounts | $3,575,000 | 55 |
| Number of Non-Managed Accounts | $640,000 | 95 |
| Total fiduciary and related assets | $6,392,323,000 | 73 |
| Managed Assets ($) | $5,435,299,000 | 52 |
| Non-managed Assets ($) | $957,024,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $10,334,000 | 48 |
| 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 | $2,243,000 | 107 |
| Number of Managed Accounts | $1,952,000 | 87 |
| Number of Non-Managed Accounts | $291,000 | 192 |
| Total fiduciary and related assets | $5,430,072,000 | 73 |
| Managed Assets ($) | $4,507,250,000 | 55 |
| Non-managed Assets ($) | $922,822,000 | 105 |
| Memoranda |
| Gross Fiduciary activities income | $9,762,000 | 104 |
| 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 | $2,279,000 | 98 |
| Number of Managed Accounts | $1,986,000 | 82 |
| Number of Non-Managed Accounts | $293,000 | 138 |
| Total fiduciary and related assets | $5,325,728,000 | 72 |
| Managed Assets ($) | $4,431,390,000 | 56 |
| Non-managed Assets ($) | $894,338,000 | 104 |
| Memoranda |
| Gross Fiduciary activities income | $2,375,000 | 212 |
| 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 | $2,316,000 | 99 |
| Number of Managed Accounts | $2,022,000 | 82 |
| Number of Non-Managed Accounts | $294,000 | 141 |
| Total fiduciary and related assets | $5,193,313,000 | 75 |
| Managed Assets ($) | $4,341,848,000 | 56 |
| Non-managed Assets ($) | $851,465,000 | 110 |
| Memoranda |
| Gross Fiduciary activities income | $14,548,000 | 57 |
| 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 | $2,342,000 | 96 |
| Number of Managed Accounts | $2,039,000 | 81 |
| Number of Non-Managed Accounts | $303,000 | 137 |
| Total fiduciary and related assets | $5,578,211,000 | 74 |
| Managed Assets ($) | $4,737,332,000 | 54 |
| Non-managed Assets ($) | $840,879,000 | 110 |
| Memoranda |
| Gross Fiduciary activities income | $7,371,000 | 55 |
| 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 | $2,382,000 | 98 |
| Number of Managed Accounts | $2,077,000 | 79 |
| Number of Non-Managed Accounts | $305,000 | 181 |
| Total fiduciary and related assets | $5,623,979,000 | 71 |
| Managed Assets ($) | $4,774,830,000 | 55 |
| Non-managed Assets ($) | $849,149,000 | 110 |
| Memoranda |
| Gross Fiduciary activities income | $25,973,000 | 59 |
| 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 | $2,522,000 | 96 |
| Number of Managed Accounts | $2,191,000 | 77 |
| Number of Non-Managed Accounts | $331,000 | 137 |
| Total fiduciary and related assets | $5,728,930,000 | 77 |
| Managed Assets ($) | $4,745,592,000 | 60 |
| Non-managed Assets ($) | $983,338,000 | 105 |
| Memoranda |
| Gross Fiduciary activities income | $18,978,000 | 64 |
| 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 | $2,515,000 | 99 |
| Number of Managed Accounts | $2,175,000 | 83 |
| Number of Non-Managed Accounts | $340,000 | 139 |
| Total fiduciary and related assets | $5,424,177,000 | 83 |
| Managed Assets ($) | $4,686,414,000 | 62 |
| Non-managed Assets ($) | $737,763,000 | 124 |
| Memoranda |
| Gross Fiduciary activities income | $12,595,000 | 68 |
| 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 | $2,537,000 | 98 |
| Number of Managed Accounts | $2,211,000 | 79 |
| Number of Non-Managed Accounts | $326,000 | 146 |
| Total fiduciary and related assets | $5,595,201,000 | 80 |
| Managed Assets ($) | $4,888,098,000 | 60 |
| Non-managed Assets ($) | $707,103,000 | 126 |
| Memoranda |
| Gross Fiduciary activities income | $6,050,000 | 66 |
| 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 | $4,321,000 | 77 |
| Number of Managed Accounts | $3,416,000 | 58 |
| Number of Non-Managed Accounts | $905,000 | 90 |
| Total fiduciary and related assets | $5,307,319,000 | 84 |
| Managed Assets ($) | $4,301,729,000 | 64 |
| Non-managed Assets ($) | $1,005,590,000 | 112 |
| Memoranda |
| Gross Fiduciary activities income | $28,689,000 | 64 |
| 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 | $4,363,000 | 71 |
| Number of Managed Accounts | $3,466,000 | 56 |
| Number of Non-Managed Accounts | $897,000 | 77 |
| Total fiduciary and related assets | $5,484,601,000 | 82 |
| Managed Assets ($) | $4,547,404,000 | 65 |
| Non-managed Assets ($) | $937,197,000 | 113 |
| Memoranda |
| Gross Fiduciary activities income | $21,093,000 | 64 |
| 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 | $4,196,000 | 71 |
| Number of Managed Accounts | $3,427,000 | 56 |
| Number of Non-Managed Accounts | $769,000 | 89 |
| Total fiduciary and related assets | $5,412,258,000 | 79 |
| Managed Assets ($) | $4,546,814,000 | 62 |
| Non-managed Assets ($) | $865,444,000 | 113 |
| Memoranda |
| Gross Fiduciary activities income | $13,707,000 | 64 |
| 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 | $4,297,000 | 72 |
| Number of Managed Accounts | $3,362,000 | 60 |
| Number of Non-Managed Accounts | $935,000 | 83 |
| Total fiduciary and related assets | $5,072,079,000 | 83 |
| Managed Assets ($) | $4,280,680,000 | 65 |
| Non-managed Assets ($) | $791,399,000 | 120 |
| Memoranda |
| Gross Fiduciary activities income | $7,061,000 | 65 |
| 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 | $3,126,000 | 99 |
| Number of Managed Accounts | $2,674,000 | 74 |
| Number of Non-Managed Accounts | $452,000 | 154 |
| Total fiduciary and related assets | $4,196,408,000 | 90 |
| Managed Assets ($) | $3,434,559,000 | 73 |
| Non-managed Assets ($) | $761,849,000 | 125 |
| Memoranda |
| Gross Fiduciary activities income | $22,666,000 | 70 |
| 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 | $3,226,000 | 92 |
| Number of Managed Accounts | $2,617,000 | 72 |
| Number of Non-Managed Accounts | $609,000 | 106 |
| Total fiduciary and related assets | $3,922,479,000 | 90 |
| Managed Assets ($) | $3,108,725,000 | 73 |
| Non-managed Assets ($) | $813,754,000 | 120 |
| Memoranda |
| Gross Fiduciary activities income | $16,898,000 | 70 |
| 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 | $3,215,000 | 91 |
| Number of Managed Accounts | $2,597,000 | 73 |
| Number of Non-Managed Accounts | $618,000 | 107 |
| Total fiduciary and related assets | $3,799,397,000 | 93 |
| Managed Assets ($) | $2,969,268,000 | 73 |
| Non-managed Assets ($) | $830,129,000 | 125 |
| Memoranda |
| Gross Fiduciary activities income | $11,419,000 | 73 |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,195,000 | 91 |
| Number of Managed Accounts | $2,575,000 | 73 |
| Number of Non-Managed Accounts | $620,000 | 107 |
| Total fiduciary and related assets | $4,097,970,000 | 89 |
| Managed Assets ($) | $3,313,597,000 | 73 |
| Non-managed Assets ($) | $784,373,000 | 124 |
| Memoranda |
| Gross Fiduciary activities income | $5,735,000 | 75 |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,242,000 | 96 |
| Number of Managed Accounts | $2,606,000 | 79 |
| Number of Non-Managed Accounts | $636,000 | 126 |
| Total fiduciary and related assets | $3,863,499,000 | 96 |
| Managed Assets ($) | $3,141,937,000 | 74 |
| Non-managed Assets ($) | $721,562,000 | 130 |
| Memoranda |
| Gross Fiduciary activities income | $21,994,000 | 75 |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,260,000 | 93 |
| Number of Managed Accounts | $2,582,000 | 76 |
| Number of Non-Managed Accounts | $678,000 | 110 |
| Total fiduciary and related assets | $3,686,317,000 | 97 |
| Managed Assets ($) | $2,951,235,000 | 75 |
| Non-managed Assets ($) | $735,082,000 | 130 |
| Memoranda |
| Gross Fiduciary activities income | $16,273,000 | 78 |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,328,000 | 93 |
| Number of Managed Accounts | $2,616,000 | 76 |
| Number of Non-Managed Accounts | $712,000 | 111 |
| Total fiduciary and related assets | $3,668,207,000 | 98 |
| Managed Assets ($) | $2,920,285,000 | 76 |
| Non-managed Assets ($) | $747,922,000 | 130 |
| Memoranda |
| Gross Fiduciary activities income | $10,798,000 | 77 |
| 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 | $3,526,000 | 94 |
| Number of Managed Accounts | $2,731,000 | 76 |
| Number of Non-Managed Accounts | $795,000 | 102 |
| Total fiduciary and related assets | $3,595,607,000 | 101 |
| Managed Assets ($) | $2,620,816,000 | 77 |
| Non-managed Assets ($) | $974,791,000 | 120 |
| Memoranda |
| Gross Fiduciary activities income | $5,346,000 | 79 |
| 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 | $3,534,000 | 96 |
| Number of Managed Accounts | $2,730,000 | 79 |
| Number of Non-Managed Accounts | $804,000 | 115 |
| Total fiduciary and related assets | $3,676,733,000 | 100 |
| Managed Assets ($) | $2,474,295,000 | 84 |
| Non-managed Assets ($) | $1,202,438,000 | 112 |
| Memoranda |
| Gross Fiduciary activities income | $20,149,000 | 83 |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,671,000 | 104 |
| Number of Managed Accounts | $1,941,000 | 99 |
| Number of Non-Managed Accounts | $730,000 | 114 |
| Total fiduciary and related assets | $3,530,867,000 | 91 |
| Managed Assets ($) | $2,445,945,000 | 84 |
| Non-managed Assets ($) | $1,084,922,000 | 106 |
| Memoranda |
| Gross Fiduciary activities income | $20,614,000 | 78 |
| 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 | $20,090,000 | 80 |
| 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 | $18,586,000 | 93 |
| 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 | $16,769,000 | 101 |
| 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 | $8,140,000 | 153 |
| 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 | $9,969,000 | 145 |
| 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 | $10,028,000 | 152 |
| 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 | $10,121,000 | 148 |
| 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 | $10,925,000 | 142 |
| 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 | $9,286,000 | 151 |
