| 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 | $2,381,000 | 120 |
| Number of Managed Accounts | $1,997,000 | 109 |
| Number of Non-Managed Accounts | $384,000 | 109 |
| Total fiduciary and related assets | $9,249,781,000 | 79 |
| Managed Assets ($) | $6,014,152,000 | 66 |
| Non-managed Assets ($) | $3,235,629,000 | 70 |
| Memoranda |
| Gross Fiduciary activities income | $24,364,000 | 99 |
| 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 | $2,358,000 | 118 |
| Number of Managed Accounts | $1,977,000 | 107 |
| Number of Non-Managed Accounts | $381,000 | 97 |
| Total fiduciary and related assets | $8,776,828,000 | 81 |
| Managed Assets ($) | $5,749,259,000 | 69 |
| Non-managed Assets ($) | $3,027,569,000 | 70 |
| Memoranda |
| Gross Fiduciary activities income | $18,147,000 | 100 |
| 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 | $2,352,000 | 117 |
| Number of Managed Accounts | $1,973,000 | 107 |
| Number of Non-Managed Accounts | $379,000 | 101 |
| Total fiduciary and related assets | $8,948,060,000 | 77 |
| Managed Assets ($) | $5,874,009,000 | 65 |
| Non-managed Assets ($) | $3,074,051,000 | 68 |
| Memoranda |
| Gross Fiduciary activities income | $11,933,000 | 100 |
| 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 | $2,305,000 | 128 |
| Number of Managed Accounts | $1,952,000 | 116 |
| Number of Non-Managed Accounts | $353,000 | 107 |
| Total fiduciary and related assets | $8,421,175,000 | 87 |
| Managed Assets ($) | $5,459,973,000 | 74 |
| Non-managed Assets ($) | $2,961,202,000 | 75 |
| Memoranda |
| Gross Fiduciary activities income | $5,944,000 | 105 |
| 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 | $2,274,000 | 130 |
| Number of Managed Accounts | $1,927,000 | 117 |
| Number of Non-Managed Accounts | $347,000 | 117 |
| Total fiduciary and related assets | $7,422,363,000 | 88 |
| Managed Assets ($) | $5,473,168,000 | 72 |
| Non-managed Assets ($) | $1,949,195,000 | 98 |
| Memoranda |
| Gross Fiduciary activities income | $22,800,000 | 110 |
| 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 | $2,225,000 | 128 |
| Number of Managed Accounts | $1,877,000 | 119 |
| Number of Non-Managed Accounts | $348,000 | 107 |
| Total fiduciary and related assets | $7,144,218,000 | 88 |
| Managed Assets ($) | $5,289,243,000 | 69 |
| Non-managed Assets ($) | $1,854,975,000 | 98 |
| Memoranda |
| Gross Fiduciary activities income | $17,136,000 | 110 |
| 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 | $2,196,000 | 116 |
| Number of Managed Accounts | $1,851,000 | 112 |
| Number of Non-Managed Accounts | $345,000 | 97 |
| Total fiduciary and related assets | $7,456,266,000 | 67 |
| Managed Assets ($) | $5,541,592,000 | 55 |
| Non-managed Assets ($) | $1,914,674,000 | 79 |
| Memoranda |
| Gross Fiduciary activities income | $11,295,000 | 93 |
| 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 | $2,139,000 | 119 |
| Number of Managed Accounts | $1,793,000 | 118 |
| Number of Non-Managed Accounts | $346,000 | 97 |
| Total fiduciary and related assets | $7,859,935,000 | 70 |
| Managed Assets ($) | $5,692,683,000 | 58 |
| Non-managed Assets ($) | $2,167,252,000 | 76 |
| Memoranda |
| Gross Fiduciary activities income | $5,537,000 | 95 |
| 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 | $2,109,000 | 122 |
| Number of Managed Accounts | $1,764,000 | 118 |
| Number of Non-Managed Accounts | $345,000 | 107 |
| Total fiduciary and related assets | $7,862,180,000 | 70 |
| Managed Assets ($) | $5,689,599,000 | 57 |
| Non-managed Assets ($) | $2,172,581,000 | 77 |
| Memoranda |
| Gross Fiduciary activities income | $22,045,000 | 95 |
| 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 | $2,077,000 | 122 |
| Number of Managed Accounts | $1,736,000 | 120 |
| Number of Non-Managed Accounts | $341,000 | 99 |
| Total fiduciary and related assets | $7,081,522,000 | 73 |
| Managed Assets ($) | $4,976,762,000 | 64 |
| Non-managed Assets ($) | $2,104,760,000 | 77 |
| Memoranda |
| Gross Fiduciary activities income | $16,131,000 | 94 |
| 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 | $2,054,000 | 126 |
| Number of Managed Accounts | $1,715,000 | 125 |
| Number of Non-Managed Accounts | $339,000 | 100 |
| Total fiduciary and related assets | $7,018,815,000 | 72 |
| Managed Assets ($) | $4,930,457,000 | 65 |
| Non-managed Assets ($) | $2,088,358,000 | 77 |
| Memoranda |
| Gross Fiduciary activities income | $10,589,000 | 94 |
| 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 | $2,033,000 | 128 |
| Number of Managed Accounts | $1,698,000 | 128 |
| Number of Non-Managed Accounts | $335,000 | 99 |
| Total fiduciary and related assets | $6,732,783,000 | 73 |
| Managed Assets ($) | $4,756,234,000 | 65 |
| Non-managed Assets ($) | $1,976,549,000 | 77 |
| Memoranda |
| Gross Fiduciary activities income | $5,353,000 | 94 |
| 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 | $2,021,000 | 131 |
| Number of Managed Accounts | $1,682,000 | 127 |
| Number of Non-Managed Accounts | $339,000 | 111 |
| Total fiduciary and related assets | $6,582,229,000 | 74 |
| Managed Assets ($) | $4,690,430,000 | 68 |
| Non-managed Assets ($) | $1,891,799,000 | 79 |
| Memoranda |
| Gross Fiduciary activities income | $18,195,000 | 100 |
| 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 | $2,010,000 | 129 |
| Number of Managed Accounts | $1,655,000 | 128 |
| Number of Non-Managed Accounts | $355,000 | 95 |
| Total fiduciary and related assets | $5,944,027,000 | 74 |
| Managed Assets ($) | $4,381,581,000 | 67 |
| Non-managed Assets ($) | $1,562,446,000 | 83 |
| Memoranda |
| Gross Fiduciary activities income | $13,433,000 | 100 |
| 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 | $1,983,000 | 130 |
| Number of Managed Accounts | $1,629,000 | 130 |
| Number of Non-Managed Accounts | $354,000 | 103 |
| Total fiduciary and related assets | $5,601,485,000 | 73 |
| Managed Assets ($) | $4,131,851,000 | 67 |
| Non-managed Assets ($) | $1,469,634,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $8,792,000 | 102 |
| 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 | $1,964,000 | 130 |
| Number of Managed Accounts | $1,612,000 | 130 |
| Number of Non-Managed Accounts | $352,000 | 100 |
| Total fiduciary and related assets | $5,137,834,000 | 76 |
| Managed Assets ($) | $3,871,916,000 | 62 |
| Non-managed Assets ($) | $1,265,918,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $4,642,000 | 101 |
| 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 | $1,969,000 | 137 |
| Number of Managed Accounts | $1,622,000 | 133 |
| Number of Non-Managed Accounts | $347,000 | 115 |
| Total fiduciary and related assets | $5,578,901,000 | 74 |
| Managed Assets ($) | $4,070,484,000 | 67 |
| Non-managed Assets ($) | $1,508,417,000 | 86 |
| Memoranda |
| Gross Fiduciary activities income | $17,638,000 | 103 |
| 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 | $1,937,000 | 135 |
| Number of Managed Accounts | $1,594,000 | 130 |
| Number of Non-Managed Accounts | $343,000 | 102 |
| Total fiduciary and related assets | $5,396,767,000 | 76 |
| Managed Assets ($) | $3,993,032,000 | 65 |
| Non-managed Assets ($) | $1,403,735,000 | 90 |
| Memoranda |
| Gross Fiduciary activities income | $12,876,000 | 104 |
| 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 | $1,920,000 | 138 |
| Number of Managed Accounts | $1,579,000 | 132 |
| Number of Non-Managed Accounts | $341,000 | 104 |
| Total fiduciary and related assets | $5,323,539,000 | 76 |
| Managed Assets ($) | $3,906,923,000 | 64 |
| Non-managed Assets ($) | $1,416,616,000 | 90 |
| Memoranda |
| Gross Fiduciary activities income | $8,617,000 | 105 |
| 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 | $1,934,000 | 137 |
| Number of Managed Accounts | $1,591,000 | 128 |
| Number of Non-Managed Accounts | $343,000 | 103 |
| Total fiduciary and related assets | $5,164,326,000 | 77 |
| Managed Assets ($) | $3,794,727,000 | 66 |
| Non-managed Assets ($) | $1,369,599,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $4,119,000 | 106 |
| 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 | $1,936,000 | 134 |
| Number of Managed Accounts | $1,592,000 | 125 |
| Number of Non-Managed Accounts | $344,000 | 120 |
| Total fiduciary and related assets | $4,855,702,000 | 78 |
| Managed Assets ($) | $3,627,974,000 | 64 |
| Non-managed Assets ($) | $1,227,728,000 | 92 |
| Memoranda |
| Gross Fiduciary activities income | $16,634,000 | 103 |
| 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 | $1,937,000 | 131 |
| Number of Managed Accounts | $1,595,000 | 122 |
| Number of Non-Managed Accounts | $342,000 | 107 |
| Total fiduciary and related assets | $4,956,298,000 | 82 |
| Managed Assets ($) | $3,638,664,000 | 69 |
| Non-managed Assets ($) | $1,317,634,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $12,467,000 | 102 |
| 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 | $1,946,000 | 132 |
| Number of Managed Accounts | $1,603,000 | 122 |
| Number of Non-Managed Accounts | $343,000 | 105 |
| Total fiduciary and related assets | $4,718,224,000 | 83 |
| Managed Assets ($) | $3,450,243,000 | 69 |
| Non-managed Assets ($) | $1,267,981,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $8,186,000 | 102 |
| 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 | $1,946,000 | 131 |
| Number of Managed Accounts | $1,603,000 | 122 |
| Number of Non-Managed Accounts | $343,000 | 104 |
| Total fiduciary and related assets | $4,587,751,000 | 86 |
| Managed Assets ($) | $3,344,535,000 | 70 |
| Non-managed Assets ($) | $1,243,216,000 | 90 |
| Memoranda |
| Gross Fiduciary activities income | $3,832,000 | 110 |
| 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 | $1,919,000 | 133 |
| Number of Managed Accounts | $1,589,000 | 121 |
| Number of Non-Managed Accounts | $330,000 | 122 |
| Total fiduciary and related assets | $4,567,769,000 | 86 |
| Managed Assets ($) | $3,327,952,000 | 70 |
| Non-managed Assets ($) | $1,239,817,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $15,472,000 | 102 |
| 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 | $1,968,000 | 129 |
| Number of Managed Accounts | $1,584,000 | 124 |
| Number of Non-Managed Accounts | $384,000 | 99 |
| Total fiduciary and related assets | $4,411,306,000 | 85 |
| Managed Assets ($) | $3,223,690,000 | 71 |
| Non-managed Assets ($) | $1,187,616,000 | 93 |
| Memoranda |
| Gross Fiduciary activities income | $11,551,000 | 102 |
| 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 | $1,914,000 | 131 |
| Number of Managed Accounts | $1,571,000 | 122 |
| Number of Non-Managed Accounts | $343,000 | 102 |
| Total fiduciary and related assets | $4,306,947,000 | 84 |
| Managed Assets ($) | $3,168,856,000 | 70 |
| Non-managed Assets ($) | $1,138,091,000 | 93 |
| Memoranda |
| Gross Fiduciary activities income | $7,562,000 | 103 |
| 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 | $1,933,000 | 125 |
| Number of Managed Accounts | $1,586,000 | 117 |
| Number of Non-Managed Accounts | $347,000 | 101 |
| Total fiduciary and related assets | $4,170,097,000 | 87 |
| Managed Assets ($) | $3,039,975,000 | 70 |
| Non-managed Assets ($) | $1,130,122,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $3,675,000 | 105 |
| 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 | $2,040,000 | 114 |
| Number of Managed Accounts | $1,578,000 | 115 |
| Number of Non-Managed Accounts | $462,000 | 104 |
| Total fiduciary and related assets | $4,536,258,000 | 78 |
| Managed Assets ($) | $2,880,510,000 | 69 |
| Non-managed Assets ($) | $1,655,748,000 | 75 |
| Memoranda |
| Gross Fiduciary activities income | $13,879,000 | 105 |
| 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 | $2,062,000 | 111 |
| Number of Managed Accounts | $1,565,000 | 112 |
| Number of Non-Managed Accounts | $497,000 | 88 |
| Total fiduciary and related assets | $4,395,197,000 | 77 |
| Managed Assets ($) | $2,922,149,000 | 68 |
| Non-managed Assets ($) | $1,473,048,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $10,280,000 | 106 |
| 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 | $2,032,000 | 114 |
| Number of Managed Accounts | $1,569,000 | 113 |
| Number of Non-Managed Accounts | $463,000 | 95 |
| Total fiduciary and related assets | $4,205,332,000 | 79 |
| Managed Assets ($) | $2,848,872,000 | 69 |
| Non-managed Assets ($) | $1,356,460,000 | 86 |
| Memoranda |
| Gross Fiduciary activities income | $6,788,000 | 106 |
| 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 | $2,022,000 | 114 |
| Number of Managed Accounts | $1,559,000 | 115 |
| Number of Non-Managed Accounts | $463,000 | 96 |
| Total fiduciary and related assets | $4,083,978,000 | 79 |
| Managed Assets ($) | $2,803,160,000 | 69 |
| Non-managed Assets ($) | $1,280,818,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $3,294,000 | 109 |
| 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 | $1,988,000 | 120 |
| Number of Managed Accounts | $1,513,000 | 120 |
| Number of Non-Managed Accounts | $475,000 | 104 |
| Total fiduciary and related assets | $3,898,446,000 | 85 |
| Managed Assets ($) | $2,632,593,000 | 70 |
| Non-managed Assets ($) | $1,265,853,000 | 88 |
| Memoranda |
| Gross Fiduciary activities income | $13,317,000 | 107 |
| 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 | $2,009,000 | 117 |
| Number of Managed Accounts | $1,525,000 | 115 |
| Number of Non-Managed Accounts | $484,000 | 95 |
| Total fiduciary and related assets | $3,808,415,000 | 83 |
| Managed Assets ($) | $2,580,307,000 | 73 |
| Non-managed Assets ($) | $1,228,108,000 | 88 |
| Memoranda |
| Gross Fiduciary activities income | $10,045,000 | 107 |
| 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 | $2,013,000 | 116 |
| Number of Managed Accounts | $1,518,000 | 118 |
| Number of Non-Managed Accounts | $495,000 | 95 |
| Total fiduciary and related assets | $3,798,221,000 | 86 |
| Managed Assets ($) | $2,525,118,000 | 77 |
| Non-managed Assets ($) | $1,273,103,000 | 90 |
| Memoranda |
| Gross Fiduciary activities income | $6,685,000 | 109 |
| 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 | $1,996,000 | 117 |
| Number of Managed Accounts | $1,498,000 | 119 |
| Number of Non-Managed Accounts | $498,000 | 95 |
| Total fiduciary and related assets | $3,728,629,000 | 88 |
| Managed Assets ($) | $2,463,577,000 | 78 |
| Non-managed Assets ($) | $1,265,052,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $3,319,000 | 109 |
| 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 | $1,990,000 | 119 |
| Number of Managed Accounts | $1,485,000 | 119 |
| Number of Non-Managed Accounts | $505,000 | 105 |
| Total fiduciary and related assets | $3,798,163,000 | 85 |
| Managed Assets ($) | $2,370,587,000 | 77 |
| Non-managed Assets ($) | $1,427,576,000 | 84 |
| Memoranda |
| Gross Fiduciary activities income | $12,833,000 | 107 |
| 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 | $1,981,000 | 114 |
| Number of Managed Accounts | $1,493,000 | 118 |
| Number of Non-Managed Accounts | $488,000 | 96 |
| Total fiduciary and related assets | $3,582,211,000 | 87 |
| Managed Assets ($) | $2,361,874,000 | 78 |
| Non-managed Assets ($) | $1,220,337,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $9,598,000 | 105 |
| 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 | $2,065,000 | 110 |
| Number of Managed Accounts | $1,574,000 | 108 |
| Number of Non-Managed Accounts | $491,000 | 93 |
| Total fiduciary and related assets | $3,519,248,000 | 87 |
| Managed Assets ($) | $2,316,414,000 | 80 |
| Non-managed Assets ($) | $1,202,834,000 | 86 |
| Memoranda |
| Gross Fiduciary activities income | $6,253,000 | 105 |
| 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 | $2,054,000 | 108 |
| Number of Managed Accounts | $1,553,000 | 109 |
| Number of Non-Managed Accounts | $501,000 | 97 |
| Total fiduciary and related assets | $3,369,364,000 | 88 |
| Managed Assets ($) | $2,200,178,000 | 82 |
| Non-managed Assets ($) | $1,169,186,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $3,041,000 | 107 |
| 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 | $2,098,000 | 111 |
| Number of Managed Accounts | $1,585,000 | 109 |
| Number of Non-Managed Accounts | $513,000 | 107 |
| Total fiduciary and related assets | $3,261,118,000 | 90 |
| Managed Assets ($) | $2,144,175,000 | 84 |
| Non-managed Assets ($) | $1,116,943,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $11,584,000 | 109 |
| 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 | $2,069,000 | 110 |
| Number of Managed Accounts | $1,572,000 | 107 |
| Number of Non-Managed Accounts | $497,000 | 95 |
| Total fiduciary and related assets | $3,057,259,000 | 90 |
| Managed Assets ($) | $2,014,659,000 | 85 |
| Non-managed Assets ($) | $1,042,600,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $8,550,000 | 107 |
| 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 | $2,043,000 | 110 |
| Number of Managed Accounts | $1,541,000 | 105 |
| Number of Non-Managed Accounts | $502,000 | 94 |
| Total fiduciary and related assets | $2,974,802,000 | 90 |
| Managed Assets ($) | $1,974,876,000 | 83 |
| Non-managed Assets ($) | $999,926,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $5,685,000 | 107 |
| 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 | $2,165,000 | 105 |
| Number of Managed Accounts | $1,523,000 | 105 |
| Number of Non-Managed Accounts | $642,000 | 84 |
| Total fiduciary and related assets | $2,902,553,000 | 89 |
| Managed Assets ($) | $1,995,455,000 | 83 |
| Non-managed Assets ($) | $907,098,000 | 92 |
| Memoranda |
| Gross Fiduciary activities income | $2,705,000 | 110 |
| 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 | $2,790,000 | 85 |
| Number of Managed Accounts | $1,443,000 | 107 |
| Number of Non-Managed Accounts | $1,347,000 | 64 |
| Total fiduciary and related assets | $2,615,433,000 | 96 |
| Managed Assets ($) | $1,774,905,000 | 89 |
| Non-managed Assets ($) | $840,528,000 | 93 |
| Memoranda |
| Gross Fiduciary activities income | $10,337,000 | 107 |
| 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 | $2,919,000 | 80 |
| Number of Managed Accounts | $1,353,000 | 118 |
| Number of Non-Managed Accounts | $1,566,000 | 52 |
| Total fiduciary and related assets | $2,574,699,000 | 95 |
| Managed Assets ($) | $1,729,193,000 | 89 |
| Non-managed Assets ($) | $845,506,000 | 92 |
| Memoranda |
| Gross Fiduciary activities income | $7,643,000 | 109 |
| 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 | $3,026,000 | 77 |
| Number of Managed Accounts | $1,317,000 | 119 |
| Number of Non-Managed Accounts | $1,709,000 | 53 |
| Total fiduciary and related assets | $2,439,075,000 | 98 |
| Managed Assets ($) | $1,556,060,000 | 93 |
| Non-managed Assets ($) | $883,015,000 | 93 |
| Memoranda |
| Gross Fiduciary activities income | $5,185,000 | 107 |
| 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 | $1,792,000 | 122 |
| Number of Managed Accounts | $1,301,000 | 122 |
| Number of Non-Managed Accounts | $491,000 | 92 |
| Total fiduciary and related assets | $2,407,741,000 | 99 |
| Managed Assets ($) | $1,495,521,000 | 97 |
| Non-managed Assets ($) | $912,220,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $2,530,000 | 108 |
| 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 | $1,749,000 | 129 |
| Number of Managed Accounts | $1,260,000 | 125 |
| Number of Non-Managed Accounts | $489,000 | 109 |
| Total fiduciary and related assets | $2,270,566,000 | 98 |
| Managed Assets ($) | $1,439,376,000 | 96 |
| Non-managed Assets ($) | $831,190,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $9,851,000 | 95 |
| 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 | $1,736,000 | 124 |
| Number of Managed Accounts | $1,233,000 | 127 |
| Number of Non-Managed Accounts | $503,000 | 92 |
| Total fiduciary and related assets | $2,134,069,000 | 102 |
| Managed Assets ($) | $1,346,690,000 | 101 |
| Non-managed Assets ($) | $787,379,000 | 93 |
| Memoranda |
| Gross Fiduciary activities income | $7,797,000 | 92 |
| 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 | $1,731,000 | 125 |
| Number of Managed Accounts | $1,217,000 | 130 |
| Number of Non-Managed Accounts | $514,000 | 96 |
| Total fiduciary and related assets | $2,255,862,000 | 101 |
| Managed Assets ($) | $1,383,869,000 | 102 |
| Non-managed Assets ($) | $871,993,000 | 95 |
| Memoranda |
| Gross Fiduciary activities income | $5,346,000 | 92 |
| 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 | $1,696,000 | 126 |
| Number of Managed Accounts | $1,181,000 | 128 |
| Number of Non-Managed Accounts | $515,000 | 97 |
| Total fiduciary and related assets | $2,190,929,000 | 100 |
| Managed Assets ($) | $1,314,365,000 | 101 |
| Non-managed Assets ($) | $876,564,000 | 90 |
| Memoranda |
| Gross Fiduciary activities income | $2,633,000 | 92 |
| 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 | $1,674,000 | 134 |
| Number of Managed Accounts | $1,154,000 | 133 |
| Number of Non-Managed Accounts | $520,000 | 112 |
| Total fiduciary and related assets | $2,184,854,000 | 99 |
| Managed Assets ($) | $1,275,521,000 | 104 |
| Non-managed Assets ($) | $909,333,000 | 93 |
| Memoranda |
| Gross Fiduciary activities income | $9,151,000 | 96 |
| 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 | $1,636,000 | 131 |
| Number of Managed Accounts | $1,126,000 | 132 |
| Number of Non-Managed Accounts | $510,000 | 99 |
| Total fiduciary and related assets | $2,101,792,000 | 101 |
| Managed Assets ($) | $1,227,439,000 | 102 |
| Non-managed Assets ($) | $874,353,000 | 93 |
| Memoranda |
| Gross Fiduciary activities income | $6,798,000 | 94 |
| 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 | $1,638,000 | 132 |
| Number of Managed Accounts | $1,123,000 | 132 |
| Number of Non-Managed Accounts | $515,000 | 99 |
| Total fiduciary and related assets | $1,989,431,000 | 103 |
| Managed Assets ($) | $1,174,989,000 | 99 |
| Non-managed Assets ($) | $814,442,000 | 94 |
| Memoranda |
| Gross Fiduciary activities income | $4,603,000 | 95 |
| 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 | $1,639,000 | 132 |
| Number of Managed Accounts | $1,113,000 | 132 |
| Number of Non-Managed Accounts | $526,000 | 105 |
| Total fiduciary and related assets | $1,980,530,000 | 109 |
| Managed Assets ($) | $1,175,465,000 | 102 |
| Non-managed Assets ($) | $805,065,000 | 94 |
| Memoranda |
| Gross Fiduciary activities income | $2,292,000 | 97 |
| 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 | $1,621,000 | 143 |
| Number of Managed Accounts | $1,118,000 | 139 |
| Number of Non-Managed Accounts | $503,000 | 127 |
| Total fiduciary and related assets | $1,840,741,000 | 110 |
| Managed Assets ($) | $1,085,470,000 | 106 |
| Non-managed Assets ($) | $755,271,000 | 96 |
| Memoranda |
| Gross Fiduciary activities income | $7,657,000 | 105 |
| 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 | $1,574,000 | 135 |
| Number of Managed Accounts | $1,094,000 | 135 |
| Number of Non-Managed Accounts | $480,000 | 105 |
| Total fiduciary and related assets | $1,778,031,000 | 114 |
| Managed Assets ($) | $1,082,615,000 | 109 |
| Non-managed Assets ($) | $695,416,000 | 101 |
| Memoranda |
| Gross Fiduciary activities income | $5,696,000 | 105 |
| 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 | $1,568,000 | 133 |
| Number of Managed Accounts | $1,088,000 | 143 |
| Number of Non-Managed Accounts | $480,000 | 105 |
| Total fiduciary and related assets | $1,657,857,000 | 114 |
| Managed Assets ($) | $1,024,902,000 | 110 |
| Non-managed Assets ($) | $632,955,000 | 104 |
| Memoranda |
| Gross Fiduciary activities income | $3,620,000 | 109 |
| 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 | $1,572,000 | 128 |
| Number of Managed Accounts | $1,092,000 | 144 |
| Number of Non-Managed Accounts | $480,000 | 107 |
| Total fiduciary and related assets | $1,547,148,000 | 113 |
| Managed Assets ($) | $978,394,000 | 107 |
| Non-managed Assets ($) | $568,754,000 | 107 |
| Memoranda |
| Gross Fiduciary activities income | $1,761,000 | 111 |
| 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 | $1,597,000 | 143 |
| Number of Managed Accounts | $1,107,000 | 144 |
| Number of Non-Managed Accounts | $490,000 | 135 |
| Total fiduciary and related assets | $1,590,673,000 | 118 |
| Managed Assets ($) | $1,007,414,000 | 111 |
| Non-managed Assets ($) | $583,259,000 | 110 |
| Memoranda |
| Gross Fiduciary activities income | $8,191,000 | 113 |
| 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 | $1,593,000 | 134 |
| Number of Managed Accounts | $1,109,000 | 140 |
| Number of Non-Managed Accounts | $484,000 | 116 |
| Total fiduciary and related assets | $1,700,977,000 | 119 |
| Managed Assets ($) | $1,044,313,000 | 113 |
| Non-managed Assets ($) | $656,664,000 | 109 |
| Memoranda |
| Gross Fiduciary activities income | $6,368,000 | 114 |
| 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 | $1,569,000 | 141 |
| Number of Managed Accounts | $1,079,000 | 145 |
| Number of Non-Managed Accounts | $490,000 | 115 |
| Total fiduciary and related assets | $1,778,091,000 | 120 |
| Managed Assets ($) | $1,070,411,000 | 115 |
| Non-managed Assets ($) | $707,680,000 | 114 |
| Memoranda |
| Gross Fiduciary activities income | $4,252,000 | 117 |
| 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 | $1,557,000 | 142 |
| Number of Managed Accounts | $1,075,000 | 144 |
| Number of Non-Managed Accounts | $482,000 | 115 |
| Total fiduciary and related assets | $1,749,441,000 | 125 |
| Managed Assets ($) | $1,054,188,000 | 122 |
| Non-managed Assets ($) | $695,253,000 | 119 |
| Memoranda |
| Gross Fiduciary activities income | $2,090,000 | 118 |
| 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 | $1,534,000 | 147 |
| Number of Managed Accounts | $1,060,000 | 149 |
| Number of Non-Managed Accounts | $474,000 | 139 |
| Total fiduciary and related assets | $1,844,219,000 | 124 |
| Managed Assets ($) | $1,121,784,000 | 120 |
| Non-managed Assets ($) | $722,435,000 | 116 |
| Memoranda |
| Gross Fiduciary activities income | $8,192,000 | 118 |
| 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 | $1,499,000 | 141 |
| Number of Managed Accounts | $1,045,000 | 151 |
| Number of Non-Managed Accounts | $454,000 | 115 |
| Total fiduciary and related assets | $1,832,403,000 | 125 |
| Managed Assets ($) | $1,111,570,000 | 121 |
| Non-managed Assets ($) | $720,833,000 | 115 |
| Memoranda |
| Gross Fiduciary activities income | $6,088,000 | 117 |
| 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 | $1,490,000 | 141 |
| Number of Managed Accounts | $1,047,000 | 151 |
| Number of Non-Managed Accounts | $443,000 | 121 |
| Total fiduciary and related assets | $1,768,437,000 | 131 |
| Managed Assets ($) | $1,062,620,000 | 133 |
| Non-managed Assets ($) | $705,817,000 | 124 |
| Memoranda |
| Gross Fiduciary activities income | $4,005,000 | 122 |
| 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 | $1,497,000 | 140 |
| Number of Managed Accounts | $1,057,000 | 145 |
| Number of Non-Managed Accounts | $440,000 | 116 |
| Total fiduciary and related assets | $1,615,425,000 | 141 |
| Managed Assets ($) | $997,806,000 | 132 |
| Non-managed Assets ($) | $617,619,000 | 129 |
| Memoranda |
| Gross Fiduciary activities income | $1,902,000 | 123 |
| 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 | $1,476,000 | 151 |
| Number of Managed Accounts | $1,045,000 | 152 |
| Number of Non-Managed Accounts | $431,000 | 137 |
| Total fiduciary and related assets | $1,545,090,000 | 139 |
| Managed Assets ($) | $969,715,000 | 133 |
| Non-managed Assets ($) | $575,375,000 | 129 |
| Memoranda |
| Gross Fiduciary activities income | $7,142,000 | 124 |
| 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 | $1,448,000 | 149 |
| Number of Managed Accounts | $1,028,000 | 154 |
| Number of Non-Managed Accounts | $420,000 | 120 |
| Total fiduciary and related assets | $1,512,248,000 | 142 |
| Managed Assets ($) | $974,677,000 | 136 |
| Non-managed Assets ($) | $537,571,000 | 131 |
| Memoranda |
| Gross Fiduciary activities income | $5,269,000 | 131 |
| 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 | $1,412,000 | 157 |
| Number of Managed Accounts | $1,015,000 | 160 |
| Number of Non-Managed Accounts | $397,000 | 130 |
| Total fiduciary and related assets | $1,456,598,000 | 149 |
| Managed Assets ($) | $951,249,000 | 135 |
| Non-managed Assets ($) | $505,349,000 | 137 |
| Memoranda |
| Gross Fiduciary activities income | $3,566,000 | 135 |
| 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 | $1,429,000 | 155 |
| Number of Managed Accounts | $984,000 | 162 |
| Number of Non-Managed Accounts | $445,000 | 121 |
| Total fiduciary and related assets | $1,783,040,000 | 133 |
| Managed Assets ($) | $971,722,000 | 135 |
| Non-managed Assets ($) | $811,318,000 | 121 |
| Memoranda |
| Gross Fiduciary activities income | $1,774,000 | 131 |
| 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 | $1,412,000 | 164 |
| Number of Managed Accounts | $982,000 | 166 |
| Number of Non-Managed Accounts | $430,000 | 145 |
| Total fiduciary and related assets | $1,702,641,000 | 135 |
| Managed Assets ($) | $963,783,000 | 133 |
| Non-managed Assets ($) | $738,858,000 | 125 |
| Memoranda |
| Gross Fiduciary activities income | $5,984,000 | 142 |
| 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 | $1,379,000 | 154 |
| Number of Managed Accounts | $966,000 | 160 |
| Number of Non-Managed Accounts | $413,000 | 124 |
| Total fiduciary and related assets | $1,614,407,000 | 140 |
| Managed Assets ($) | $940,207,000 | 132 |
| Non-managed Assets ($) | $674,200,000 | 127 |
| Memoranda |
| Gross Fiduciary activities income | $4,358,000 | 143 |
| 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 | $1,342,000 | 160 |
| Number of Managed Accounts | $930,000 | 167 |
| Number of Non-Managed Accounts | $412,000 | 127 |
| Total fiduciary and related assets | $1,573,352,000 | 135 |
| Managed Assets ($) | $926,744,000 | 129 |
| Non-managed Assets ($) | $646,608,000 | 124 |
| Memoranda |
| Gross Fiduciary activities income | $2,847,000 | 147 |
| 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 | $1,302,000 | 165 |
| Number of Managed Accounts | $893,000 | 172 |
| Number of Non-Managed Accounts | $409,000 | 132 |
| Total fiduciary and related assets | $1,513,854,000 | 143 |
| Managed Assets ($) | $893,727,000 | 135 |
| Non-managed Assets ($) | $620,127,000 | 131 |
| Memoranda |
| Gross Fiduciary activities income | $1,423,000 | 149 |
| 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 | $1,286,000 | 181 |
| Number of Managed Accounts | $881,000 | 178 |
| Number of Non-Managed Accounts | $405,000 | 160 |
| Total fiduciary and related assets | $1,003,177,000 | 180 |
| Managed Assets ($) | $398,875,000 | 219 |
| Non-managed Assets ($) | $604,302,000 | 133 |
| Memoranda |
| Gross Fiduciary activities income | $5,129,000 | 152 |
| 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 | $1,358,000 | 161 |
| Number of Managed Accounts | $929,000 | 168 |
| Number of Non-Managed Accounts | $429,000 | 129 |
| Total fiduciary and related assets | $953,742,000 | 180 |
| Managed Assets ($) | $386,545,000 | 217 |
| Non-managed Assets ($) | $567,197,000 | 135 |
| Memoranda |
| Gross Fiduciary activities income | $3,875,000 | 149 |
| 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 | $1,336,000 | 162 |
| Number of Managed Accounts | $1,176,000 | 141 |
| Number of Non-Managed Accounts | $160,000 | 219 |
| Total fiduciary and related assets | $946,151,000 | 180 |
| Managed Assets ($) | $654,066,000 | 165 |
| Non-managed Assets ($) | $292,085,000 | 165 |
| Memoranda |
| Gross Fiduciary activities income | $2,703,000 | 149 |
| 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 | $1,353,000 | 161 |
| Number of Managed Accounts | $1,169,000 | 141 |
| Number of Non-Managed Accounts | $184,000 | 203 |
| Total fiduciary and related assets | $942,639,000 | 181 |
| Managed Assets ($) | $629,166,000 | 173 |
| Non-managed Assets ($) | $313,473,000 | 161 |
| Memoranda |
| Gross Fiduciary activities income | $1,337,000 | 149 |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |
