| 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 | $11,315,000 | 38 |
| Number of Managed Accounts | $6,658,000 | 35 |
| Number of Non-Managed Accounts | $4,657,000 | 28 |
| Total fiduciary and related assets | $55,539,734,000 | 33 |
| Managed Assets ($) | $26,003,819,000 | 27 |
| Non-managed Assets ($) | $29,535,915,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $186,543,000 | 28 |
| 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 | $11,271,000 | 38 |
| Number of Managed Accounts | $6,692,000 | 37 |
| Number of Non-Managed Accounts | $4,579,000 | 29 |
| Total fiduciary and related assets | $52,365,070,000 | 33 |
| Managed Assets ($) | $24,802,096,000 | 28 |
| Non-managed Assets ($) | $27,562,974,000 | 31 |
| Memoranda |
| Gross Fiduciary activities income | $140,338,000 | 28 |
| 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 | $11,073,000 | 37 |
| Number of Managed Accounts | $6,717,000 | 37 |
| Number of Non-Managed Accounts | $4,356,000 | 30 |
| Total fiduciary and related assets | $53,796,819,000 | 34 |
| Managed Assets ($) | $25,316,149,000 | 28 |
| Non-managed Assets ($) | $28,480,670,000 | 31 |
| Memoranda |
| Gross Fiduciary activities income | $93,406,000 | 30 |
| 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 | $11,103,000 | 39 |
| Number of Managed Accounts | $6,749,000 | 37 |
| Number of Non-Managed Accounts | $4,354,000 | 31 |
| Total fiduciary and related assets | $53,437,454,000 | 37 |
| Managed Assets ($) | $25,273,048,000 | 28 |
| Non-managed Assets ($) | $28,164,406,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $45,966,000 | 30 |
| 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 | $11,183,000 | 40 |
| Number of Managed Accounts | $6,812,000 | 35 |
| Number of Non-Managed Accounts | $4,371,000 | 32 |
| Total fiduciary and related assets | $52,237,797,000 | 36 |
| Managed Assets ($) | $23,724,072,000 | 28 |
| Non-managed Assets ($) | $28,513,725,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $175,949,000 | 33 |
| 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 | $11,081,000 | 40 |
| Number of Managed Accounts | $6,808,000 | 35 |
| Number of Non-Managed Accounts | $4,273,000 | 31 |
| Total fiduciary and related assets | $51,063,073,000 | 35 |
| Managed Assets ($) | $23,439,466,000 | 27 |
| Non-managed Assets ($) | $27,623,607,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $130,989,000 | 33 |
| 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 | $10,974,000 | 36 |
| Number of Managed Accounts | $6,847,000 | 33 |
| Number of Non-Managed Accounts | $4,127,000 | 25 |
| Total fiduciary and related assets | $52,172,953,000 | 27 |
| Managed Assets ($) | $23,499,540,000 | 23 |
| Non-managed Assets ($) | $28,673,413,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $86,108,000 | 27 |
| 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 | $11,001,000 | 35 |
| Number of Managed Accounts | $6,820,000 | 33 |
| Number of Non-Managed Accounts | $4,181,000 | 25 |
| Total fiduciary and related assets | $56,787,522,000 | 28 |
| Managed Assets ($) | $25,576,828,000 | 24 |
| Non-managed Assets ($) | $31,210,694,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $41,278,000 | 27 |
| 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 | $11,071,000 | 36 |
| Number of Managed Accounts | $6,772,000 | 32 |
| Number of Non-Managed Accounts | $4,299,000 | 25 |
| Total fiduciary and related assets | $60,094,613,000 | 27 |
| Managed Assets ($) | $25,774,348,000 | 24 |
| Non-managed Assets ($) | $34,320,265,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $151,726,000 | 28 |
| 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 | $10,736,000 | 36 |
| Number of Managed Accounts | $6,610,000 | 33 |
| Number of Non-Managed Accounts | $4,126,000 | 25 |
| Total fiduciary and related assets | $55,198,409,000 | 28 |
| Managed Assets ($) | $23,549,812,000 | 25 |
| Non-managed Assets ($) | $31,648,597,000 | 26 |
| Memoranda |
| Gross Fiduciary activities income | $111,778,000 | 28 |
| 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 | $10,732,000 | 36 |
| Number of Managed Accounts | $6,620,000 | 33 |
| Number of Non-Managed Accounts | $4,112,000 | 26 |
| Total fiduciary and related assets | $53,300,477,000 | 29 |
| Managed Assets ($) | $22,959,072,000 | 26 |
| Non-managed Assets ($) | $30,341,405,000 | 26 |
| Memoranda |
| Gross Fiduciary activities income | $73,463,000 | 28 |
| 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 | $10,702,000 | 36 |
| Number of Managed Accounts | $6,599,000 | 33 |
| Number of Non-Managed Accounts | $4,103,000 | 27 |
| Total fiduciary and related assets | $51,267,631,000 | 28 |
| Managed Assets ($) | $21,554,626,000 | 25 |
| Non-managed Assets ($) | $29,713,005,000 | 26 |
| Memoranda |
| Gross Fiduciary activities income | $35,056,000 | 28 |
| 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 | $10,886,000 | 37 |
| Number of Managed Accounts | $6,638,000 | 34 |
| Number of Non-Managed Accounts | $4,248,000 | 27 |
| Total fiduciary and related assets | $55,531,577,000 | 26 |
| Managed Assets ($) | $21,573,209,000 | 26 |
| Non-managed Assets ($) | $33,958,368,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $143,346,000 | 28 |
| 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 | $10,762,000 | 37 |
| Number of Managed Accounts | $6,658,000 | 33 |
| Number of Non-Managed Accounts | $4,104,000 | 27 |
| Total fiduciary and related assets | $48,389,887,000 | 27 |
| Managed Assets ($) | $19,907,515,000 | 26 |
| Non-managed Assets ($) | $28,482,372,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $107,956,000 | 27 |
| 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 | $11,117,000 | 36 |
| Number of Managed Accounts | $6,700,000 | 33 |
| Number of Non-Managed Accounts | $4,417,000 | 25 |
| Total fiduciary and related assets | $46,211,250,000 | 27 |
| Managed Assets ($) | $19,006,250,000 | 26 |
| Non-managed Assets ($) | $27,205,000,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $73,966,000 | 27 |
| 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 | $10,793,000 | 36 |
| Number of Managed Accounts | $6,717,000 | 33 |
| Number of Non-Managed Accounts | $4,076,000 | 25 |
| Total fiduciary and related assets | $43,016,135,000 | 27 |
| Managed Assets ($) | $16,945,651,000 | 27 |
| Non-managed Assets ($) | $26,070,484,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $38,159,000 | 27 |
| 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 | $10,864,000 | 36 |
| Number of Managed Accounts | $6,749,000 | 34 |
| Number of Non-Managed Accounts | $4,115,000 | 26 |
| Total fiduciary and related assets | $47,238,096,000 | 27 |
| Managed Assets ($) | $18,839,914,000 | 27 |
| Non-managed Assets ($) | $28,398,182,000 | 22 |
| Memoranda |
| Gross Fiduciary activities income | $149,019,000 | 27 |
| 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 | $10,086,000 | 37 |
| Number of Managed Accounts | $6,757,000 | 37 |
| Number of Non-Managed Accounts | $3,329,000 | 30 |
| Total fiduciary and related assets | $44,300,465,000 | 29 |
| Managed Assets ($) | $18,350,371,000 | 28 |
| Non-managed Assets ($) | $25,950,094,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $111,171,000 | 27 |
| 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 | $10,048,000 | 37 |
| Number of Managed Accounts | $6,780,000 | 37 |
| Number of Non-Managed Accounts | $3,268,000 | 32 |
| Total fiduciary and related assets | $44,255,189,000 | 28 |
| Managed Assets ($) | $17,760,415,000 | 29 |
| Non-managed Assets ($) | $26,494,774,000 | 22 |
| Memoranda |
| Gross Fiduciary activities income | $74,350,000 | 27 |
| 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 | $10,001,000 | 37 |
| Number of Managed Accounts | $6,876,000 | 36 |
| Number of Non-Managed Accounts | $3,125,000 | 34 |
| Total fiduciary and related assets | $41,291,934,000 | 29 |
| Managed Assets ($) | $17,345,023,000 | 28 |
| Non-managed Assets ($) | $23,946,911,000 | 22 |
| Memoranda |
| Gross Fiduciary activities income | $36,180,000 | 27 |
| 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 | $10,223,000 | 37 |
| Number of Managed Accounts | $6,914,000 | 35 |
| Number of Non-Managed Accounts | $3,309,000 | 31 |
| Total fiduciary and related assets | $39,788,123,000 | 29 |
| Managed Assets ($) | $16,211,830,000 | 27 |
| Non-managed Assets ($) | $23,576,293,000 | 22 |
| Memoranda |
| Gross Fiduciary activities income | $158,473,000 | 27 |
| 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 | $10,523,000 | 36 |
| Number of Managed Accounts | $7,164,000 | 33 |
| Number of Non-Managed Accounts | $3,359,000 | 30 |
| Total fiduciary and related assets | $40,906,064,000 | 29 |
| Managed Assets ($) | $16,990,384,000 | 28 |
| Non-managed Assets ($) | $23,915,680,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $122,027,000 | 27 |
| 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 | $10,729,000 | 35 |
| Number of Managed Accounts | $7,356,000 | 32 |
| Number of Non-Managed Accounts | $3,373,000 | 29 |
| Total fiduciary and related assets | $41,955,856,000 | 29 |
| Managed Assets ($) | $16,663,118,000 | 28 |
| Non-managed Assets ($) | $25,292,738,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $70,532,000 | 29 |
| 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 | $10,880,000 | 36 |
| Number of Managed Accounts | $7,525,000 | 32 |
| Number of Non-Managed Accounts | $3,355,000 | 30 |
| Total fiduciary and related assets | $41,962,852,000 | 29 |
| Managed Assets ($) | $16,214,751,000 | 30 |
| Non-managed Assets ($) | $25,748,101,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $35,207,000 | 28 |
| 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 | $11,129,000 | 36 |
| Number of Managed Accounts | $7,569,000 | 32 |
| Number of Non-Managed Accounts | $3,560,000 | 31 |
| Total fiduciary and related assets | $43,953,448,000 | 29 |
| Managed Assets ($) | $16,186,908,000 | 31 |
| Non-managed Assets ($) | $27,766,540,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $136,026,000 | 27 |
| 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 | $11,028,000 | 37 |
| Number of Managed Accounts | $7,495,000 | 32 |
| Number of Non-Managed Accounts | $3,533,000 | 30 |
| Total fiduciary and related assets | $40,371,717,000 | 29 |
| Managed Assets ($) | $15,553,476,000 | 31 |
| Non-managed Assets ($) | $24,818,241,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $100,818,000 | 27 |
| 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 | $11,020,000 | 36 |
| Number of Managed Accounts | $7,489,000 | 32 |
| Number of Non-Managed Accounts | $3,531,000 | 30 |
| Total fiduciary and related assets | $40,370,727,000 | 29 |
| Managed Assets ($) | $15,128,196,000 | 30 |
| Non-managed Assets ($) | $25,242,531,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $67,073,000 | 27 |
| 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 | $11,177,000 | 36 |
| Number of Managed Accounts | $7,396,000 | 31 |
| Number of Non-Managed Accounts | $3,781,000 | 28 |
| Total fiduciary and related assets | $40,369,554,000 | 29 |
| Managed Assets ($) | $15,193,307,000 | 29 |
| Non-managed Assets ($) | $25,176,247,000 | 22 |
| Memoranda |
| Gross Fiduciary activities income | $32,056,000 | 28 |
| 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 | $11,192,000 | 36 |
| Number of Managed Accounts | $7,411,000 | 33 |
| Number of Non-Managed Accounts | $3,781,000 | 30 |
| Total fiduciary and related assets | $37,918,624,000 | 29 |
| Managed Assets ($) | $14,226,844,000 | 30 |
| Non-managed Assets ($) | $23,691,780,000 | 22 |
| Memoranda |
| Gross Fiduciary activities income | $111,455,000 | 30 |
| 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 | $11,107,000 | 35 |
| Number of Managed Accounts | $7,543,000 | 32 |
| Number of Non-Managed Accounts | $3,564,000 | 29 |
| Total fiduciary and related assets | $37,421,717,000 | 29 |
| Managed Assets ($) | $14,256,866,000 | 29 |
| Non-managed Assets ($) | $23,164,851,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $82,386,000 | 30 |
| 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 | $11,094,000 | 35 |
| Number of Managed Accounts | $7,475,000 | 33 |
| Number of Non-Managed Accounts | $3,619,000 | 29 |
| Total fiduciary and related assets | $36,312,102,000 | 28 |
| Managed Assets ($) | $13,935,411,000 | 29 |
| Non-managed Assets ($) | $22,376,691,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $54,552,000 | 29 |
| 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 | $11,140,000 | 35 |
| Number of Managed Accounts | $7,489,000 | 32 |
| Number of Non-Managed Accounts | $3,651,000 | 28 |
| Total fiduciary and related assets | $35,460,077,000 | 29 |
| Managed Assets ($) | $13,847,023,000 | 28 |
| Non-managed Assets ($) | $21,613,054,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $26,122,000 | 29 |
| 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 | $11,302,000 | 34 |
| Number of Managed Accounts | $7,841,000 | 30 |
| Number of Non-Managed Accounts | $3,461,000 | 31 |
| Total fiduciary and related assets | $34,949,194,000 | 27 |
| Managed Assets ($) | $14,012,350,000 | 27 |
| Non-managed Assets ($) | $20,936,844,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $104,407,000 | 30 |
| 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 | $11,170,000 | 35 |
| Number of Managed Accounts | $7,851,000 | 30 |
| Number of Non-Managed Accounts | $3,319,000 | 30 |
| Total fiduciary and related assets | $34,454,884,000 | 27 |
| Managed Assets ($) | $14,027,771,000 | 27 |
| Non-managed Assets ($) | $20,427,113,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $79,077,000 | 30 |
| 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 | $10,323,000 | 35 |
| Number of Managed Accounts | $7,443,000 | 31 |
| Number of Non-Managed Accounts | $2,880,000 | 35 |
| Total fiduciary and related assets | $35,300,162,000 | 27 |
| Managed Assets ($) | $15,170,488,000 | 28 |
| Non-managed Assets ($) | $20,129,674,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $53,344,000 | 31 |
| 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 | $10,593,000 | 35 |
| Number of Managed Accounts | $7,344,000 | 32 |
| Number of Non-Managed Accounts | $3,249,000 | 31 |
| Total fiduciary and related assets | $34,069,325,000 | 28 |
| Managed Assets ($) | $15,197,567,000 | 28 |
| Non-managed Assets ($) | $18,871,758,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $25,886,000 | 32 |
| 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 | $10,871,000 | 35 |
| Number of Managed Accounts | $7,396,000 | 31 |
| Number of Non-Managed Accounts | $3,475,000 | 33 |
| Total fiduciary and related assets | $32,673,210,000 | 27 |
| Managed Assets ($) | $14,644,494,000 | 28 |
| Non-managed Assets ($) | $18,028,716,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $97,582,000 | 32 |
| 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 | $8,796,000 | 36 |
| Number of Managed Accounts | $6,653,000 | 31 |
| Number of Non-Managed Accounts | $2,143,000 | 44 |
| Total fiduciary and related assets | $30,697,494,000 | 29 |
| Managed Assets ($) | $14,586,937,000 | 28 |
| Non-managed Assets ($) | $16,110,557,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $72,291,000 | 30 |
| 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 | $8,711,000 | 36 |
| Number of Managed Accounts | $6,592,000 | 31 |
| Number of Non-Managed Accounts | $2,119,000 | 45 |
| Total fiduciary and related assets | $29,612,771,000 | 30 |
| Managed Assets ($) | $14,124,496,000 | 28 |
| Non-managed Assets ($) | $15,488,275,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $47,747,000 | 30 |
| 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 | $9,333,000 | 36 |
| Number of Managed Accounts | $6,963,000 | 30 |
| Number of Non-Managed Accounts | $2,370,000 | 42 |
| Total fiduciary and related assets | $29,549,932,000 | 31 |
| Managed Assets ($) | $13,467,695,000 | 29 |
| Non-managed Assets ($) | $16,082,237,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $22,439,000 | 32 |
| 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 | $6,902,000 | 43 |
| Number of Managed Accounts | $5,121,000 | 35 |
| Number of Non-Managed Accounts | $1,781,000 | 52 |
| Total fiduciary and related assets | $28,408,666,000 | 31 |
| Managed Assets ($) | $12,752,460,000 | 31 |
| Non-managed Assets ($) | $15,656,206,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $84,210,000 | 33 |
| 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 | $6,825,000 | 43 |
| Number of Managed Accounts | $5,080,000 | 35 |
| Number of Non-Managed Accounts | $1,745,000 | 49 |
| Total fiduciary and related assets | $27,553,496,000 | 32 |
| Managed Assets ($) | $12,144,305,000 | 31 |
| Non-managed Assets ($) | $15,409,191,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $62,305,000 | 33 |
| 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 | $6,659,000 | 43 |
| Number of Managed Accounts | $4,961,000 | 33 |
| Number of Non-Managed Accounts | $1,698,000 | 50 |
| Total fiduciary and related assets | $26,332,393,000 | 32 |
| Managed Assets ($) | $11,580,842,000 | 33 |
| Non-managed Assets ($) | $14,751,551,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $41,526,000 | 33 |
| 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 | $6,481,000 | 44 |
| Number of Managed Accounts | $4,872,000 | 35 |
| Number of Non-Managed Accounts | $1,609,000 | 54 |
| Total fiduciary and related assets | $25,650,867,000 | 32 |
| Managed Assets ($) | $11,608,502,000 | 32 |
| Non-managed Assets ($) | $14,042,365,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $19,665,000 | 34 |
| 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 | $6,352,000 | 45 |
| Number of Managed Accounts | $4,766,000 | 35 |
| Number of Non-Managed Accounts | $1,586,000 | 56 |
| Total fiduciary and related assets | $24,169,216,000 | 32 |
| Managed Assets ($) | $10,981,353,000 | 33 |
| Non-managed Assets ($) | $13,187,863,000 | 31 |
| Memoranda |
| Gross Fiduciary activities income | $75,489,000 | 34 |
| 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 | $6,321,000 | 42 |
| Number of Managed Accounts | $4,812,000 | 33 |
| Number of Non-Managed Accounts | $1,509,000 | 54 |
| Total fiduciary and related assets | $23,619,651,000 | 32 |
| Managed Assets ($) | $10,946,350,000 | 32 |
| Non-managed Assets ($) | $12,673,301,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $56,135,000 | 34 |
| 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 | $6,301,000 | 44 |
| Number of Managed Accounts | $4,796,000 | 35 |
| Number of Non-Managed Accounts | $1,505,000 | 55 |
| Total fiduciary and related assets | $22,905,458,000 | 32 |
| Managed Assets ($) | $10,225,038,000 | 33 |
| Non-managed Assets ($) | $12,680,420,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $37,792,000 | 34 |
| 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 | $6,185,000 | 47 |
| Number of Managed Accounts | $4,732,000 | 37 |
| Number of Non-Managed Accounts | $1,453,000 | 55 |
| Total fiduciary and related assets | $23,546,801,000 | 31 |
| Managed Assets ($) | $10,351,742,000 | 33 |
| Non-managed Assets ($) | $13,195,059,000 | 29 |
| Memoranda |
| Gross Fiduciary activities income | $18,148,000 | 34 |
| 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 | $6,078,000 | 48 |
| Number of Managed Accounts | $4,658,000 | 36 |
| Number of Non-Managed Accounts | $1,420,000 | 59 |
| Total fiduciary and related assets | $22,600,348,000 | 32 |
| Managed Assets ($) | $9,916,322,000 | 32 |
| Non-managed Assets ($) | $12,684,026,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $72,189,000 | 32 |
| 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 | $6,038,000 | 51 |
| Number of Managed Accounts | $4,635,000 | 38 |
| Number of Non-Managed Accounts | $1,403,000 | 54 |
| Total fiduciary and related assets | $20,925,115,000 | 34 |
| Managed Assets ($) | $9,167,945,000 | 34 |
| Non-managed Assets ($) | $11,757,170,000 | 29 |
| Memoranda |
| Gross Fiduciary activities income | $54,638,000 | 33 |
| 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 | $6,024,000 | 51 |
| Number of Managed Accounts | $4,636,000 | 38 |
| Number of Non-Managed Accounts | $1,388,000 | 55 |
| Total fiduciary and related assets | $22,138,570,000 | 35 |
| Managed Assets ($) | $9,687,621,000 | 35 |
| Non-managed Assets ($) | $12,450,949,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $37,056,000 | 32 |
| 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 | $5,899,000 | 50 |
| Number of Managed Accounts | $4,558,000 | 38 |
| Number of Non-Managed Accounts | $1,341,000 | 58 |
| Total fiduciary and related assets | $21,850,477,000 | 36 |
| Managed Assets ($) | $9,570,725,000 | 34 |
| Non-managed Assets ($) | $12,279,752,000 | 31 |
| Memoranda |
| Gross Fiduciary activities income | $18,162,000 | 33 |
| 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 | $3,792,000 | 72 |
| Number of Managed Accounts | $2,518,000 | 66 |
| Number of Non-Managed Accounts | $1,274,000 | 63 |
| Total fiduciary and related assets | $17,882,895,000 | 39 |
| Managed Assets ($) | $6,736,886,000 | 44 |
| Non-managed Assets ($) | $11,146,009,000 | 32 |
| Memoranda |
| Gross Fiduciary activities income | $43,828,000 | 38 |
| 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 | $3,360,000 | 75 |
| Number of Managed Accounts | $2,216,000 | 74 |
| Number of Non-Managed Accounts | $1,144,000 | 60 |
| Total fiduciary and related assets | $16,762,561,000 | 40 |
| Managed Assets ($) | $5,919,345,000 | 44 |
| Non-managed Assets ($) | $10,843,216,000 | 32 |
| Memoranda |
| Gross Fiduciary activities income | $32,116,000 | 38 |
| 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 | $3,784,000 | 71 |
| Number of Managed Accounts | $2,414,000 | 66 |
| Number of Non-Managed Accounts | $1,370,000 | 58 |
| Total fiduciary and related assets | $15,809,965,000 | 40 |
| Managed Assets ($) | $5,611,791,000 | 44 |
| Non-managed Assets ($) | $10,198,174,000 | 32 |
| Memoranda |
| Gross Fiduciary activities income | $21,435,000 | 38 |
| 2010-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,991,000 | 83 |
| Number of Managed Accounts | $2,164,000 | 73 |
| Number of Non-Managed Accounts | $827,000 | 79 |
| Total fiduciary and related assets | $16,488,191,000 | 39 |
| Managed Assets ($) | $5,788,120,000 | 43 |
| Non-managed Assets ($) | $10,700,071,000 | 32 |
| Memoranda |
| Gross Fiduciary activities income | $10,119,000 | 39 |
| 2009-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,979,000 | 89 |
| Number of Managed Accounts | $2,095,000 | 77 |
| Number of Non-Managed Accounts | $884,000 | 87 |
| Total fiduciary and related assets | $16,115,206,000 | 42 |
| Managed Assets ($) | $5,735,285,000 | 44 |
| Non-managed Assets ($) | $10,379,921,000 | 33 |
| Memoranda |
| Gross Fiduciary activities income | $42,899,000 | 41 |
| 2009-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,978,000 | 87 |
| Number of Managed Accounts | $2,135,000 | 76 |
| Number of Non-Managed Accounts | $843,000 | 79 |
| Total fiduciary and related assets | $17,465,433,000 | 39 |
| Managed Assets ($) | $8,522,475,000 | 40 |
| Non-managed Assets ($) | $8,942,958,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $32,083,000 | 42 |
| 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 | $3,314,000 | 85 |
| Number of Managed Accounts | $2,242,000 | 75 |
| Number of Non-Managed Accounts | $1,072,000 | 67 |
| Total fiduciary and related assets | $17,110,664,000 | 38 |
| Managed Assets ($) | $8,796,925,000 | 39 |
| Non-managed Assets ($) | $8,313,739,000 | 37 |
| Memoranda |
| Gross Fiduciary activities income | $21,488,000 | 43 |
| 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 | $3,006,000 | 84 |
| Number of Managed Accounts | $2,125,000 | 77 |
| Number of Non-Managed Accounts | $881,000 | 73 |
| Total fiduciary and related assets | $17,010,113,000 | 37 |
| Managed Assets ($) | $8,900,442,000 | 37 |
| Non-managed Assets ($) | $8,109,671,000 | 37 |
| Memoranda |
| Gross Fiduciary activities income | $10,659,000 | 44 |
| 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 | $3,223,000 | 88 |
| Number of Managed Accounts | $2,260,000 | 77 |
| Number of Non-Managed Accounts | $963,000 | 86 |
| Total fiduciary and related assets | $18,490,835,000 | 38 |
| Managed Assets ($) | $9,323,549,000 | 38 |
| Non-managed Assets ($) | $9,167,286,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $52,511,000 | 43 |
| 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 | $3,103,000 | 86 |
| Number of Managed Accounts | $2,229,000 | 78 |
| Number of Non-Managed Accounts | $874,000 | 78 |
| Total fiduciary and related assets | $20,059,264,000 | 38 |
| Managed Assets ($) | $10,312,771,000 | 36 |
| Non-managed Assets ($) | $9,746,493,000 | 37 |
| Memoranda |
| Gross Fiduciary activities income | $41,757,000 | 44 |
| 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 | $3,435,000 | 83 |
| Number of Managed Accounts | $2,378,000 | 75 |
| Number of Non-Managed Accounts | $1,057,000 | 72 |
| Total fiduciary and related assets | $20,868,100,000 | 42 |
| Managed Assets ($) | $10,686,446,000 | 39 |
| Non-managed Assets ($) | $10,181,654,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $27,865,000 | 45 |
| 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 | $3,090,000 | 88 |
| Number of Managed Accounts | $2,213,000 | 81 |
| Number of Non-Managed Accounts | $877,000 | 79 |
| Total fiduciary and related assets | $22,185,015,000 | 38 |
| Managed Assets ($) | $11,524,970,000 | 34 |
| Non-managed Assets ($) | $10,660,045,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $13,929,000 | 43 |
| 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 | $3,091,000 | 89 |
| Number of Managed Accounts | $2,198,000 | 79 |
| Number of Non-Managed Accounts | $893,000 | 88 |
| Total fiduciary and related assets | $22,418,519,000 | 39 |
| Managed Assets ($) | $11,470,135,000 | 37 |
| Non-managed Assets ($) | $10,948,384,000 | 37 |
| Memoranda |
| Gross Fiduciary activities income | $53,156,000 | 44 |
| 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 | $3,036,000 | 85 |
| Number of Managed Accounts | $2,175,000 | 77 |
| Number of Non-Managed Accounts | $861,000 | 78 |
| Total fiduciary and related assets | $21,084,502,000 | 39 |
| Managed Assets ($) | $10,617,585,000 | 40 |
| Non-managed Assets ($) | $10,466,917,000 | 37 |
| Memoranda |
| Gross Fiduciary activities income | $39,506,000 | 44 |
| 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 | $3,020,000 | 85 |
| Number of Managed Accounts | $2,164,000 | 76 |
| Number of Non-Managed Accounts | $856,000 | 76 |
| Total fiduciary and related assets | $20,691,298,000 | 41 |
| Managed Assets ($) | $10,206,964,000 | 41 |
| Non-managed Assets ($) | $10,484,334,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $26,113,000 | 46 |
| 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 | $3,682,000 | 75 |
| Number of Managed Accounts | $2,346,000 | 71 |
| Number of Non-Managed Accounts | $1,336,000 | 59 |
| Total fiduciary and related assets | $20,387,098,000 | 42 |
| Managed Assets ($) | $10,244,593,000 | 41 |
| Non-managed Assets ($) | $10,142,505,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $12,776,000 | 45 |
| 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 | $3,605,000 | 79 |
| Number of Managed Accounts | $2,287,000 | 72 |
| Number of Non-Managed Accounts | $1,318,000 | 68 |
| Total fiduciary and related assets | $19,416,728,000 | 40 |
| Managed Assets ($) | $9,751,802,000 | 42 |
| Non-managed Assets ($) | $9,664,926,000 | 42 |
| Memoranda |
| Gross Fiduciary activities income | $47,745,000 | 49 |
| 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 | $3,630,000 | 82 |
| Number of Managed Accounts | $2,308,000 | 76 |
| Number of Non-Managed Accounts | $1,322,000 | 63 |
| Total fiduciary and related assets | $18,181,503,000 | 44 |
| Managed Assets ($) | $9,051,328,000 | 47 |
| Non-managed Assets ($) | $9,130,175,000 | 44 |
| Memoranda |
| Gross Fiduciary activities income | $35,605,000 | 52 |
| 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 | $3,573,000 | 87 |
| Number of Managed Accounts | $2,284,000 | 80 |
| Number of Non-Managed Accounts | $1,289,000 | 64 |
| Total fiduciary and related assets | $16,959,104,000 | 44 |
| Managed Assets ($) | $8,696,861,000 | 46 |
| Non-managed Assets ($) | $8,262,243,000 | 48 |
| Memoranda |
| Gross Fiduciary activities income | $24,004,000 | 53 |
| 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 | $3,430,000 | 87 |
| Number of Managed Accounts | $2,176,000 | 82 |
| Number of Non-Managed Accounts | $1,254,000 | 62 |
| Total fiduciary and related assets | $17,225,823,000 | 44 |
| Managed Assets ($) | $8,621,962,000 | 46 |
| Non-managed Assets ($) | $8,603,861,000 | 48 |
| Memoranda |
| Gross Fiduciary activities income | $12,147,000 | 50 |
| 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 | $3,427,000 | 93 |
| Number of Managed Accounts | $2,337,000 | 77 |
| Number of Non-Managed Accounts | $1,090,000 | 78 |
| Total fiduciary and related assets | $17,068,983,000 | 45 |
| Managed Assets ($) | $9,143,148,000 | 44 |
| Non-managed Assets ($) | $7,925,835,000 | 48 |
| Memoranda |
| Gross Fiduciary activities income | $44,876,000 | 52 |
| 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 | $3,393,000 | 90 |
| Number of Managed Accounts | $2,124,000 | 83 |
| Number of Non-Managed Accounts | $1,269,000 | 59 |
| Total fiduciary and related assets | $16,536,698,000 | 45 |
| Managed Assets ($) | $8,232,755,000 | 46 |
| Non-managed Assets ($) | $8,303,943,000 | 46 |
| Memoranda |
| Gross Fiduciary activities income | $33,501,000 | 52 |
| 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 | $3,478,000 | 87 |
| Number of Managed Accounts | $2,138,000 | 78 |
| Number of Non-Managed Accounts | $1,340,000 | 59 |
| Total fiduciary and related assets | $15,913,884,000 | 46 |
| Managed Assets ($) | $7,833,943,000 | 47 |
| Non-managed Assets ($) | $8,079,941,000 | 43 |
| Memoranda |
| Gross Fiduciary activities income | $22,119,000 | 53 |
| 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 | $3,492,000 | 87 |
| Number of Managed Accounts | $2,136,000 | 83 |
| Number of Non-Managed Accounts | $1,356,000 | 64 |
| Total fiduciary and related assets | $15,241,878,000 | 47 |
| Managed Assets ($) | $7,469,395,000 | 48 |
| Non-managed Assets ($) | $7,772,483,000 | 45 |
| Memoranda |
| Gross Fiduciary activities income | $10,977,000 | 55 |
| 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 | $3,452,000 | 93 |
| Number of Managed Accounts | $2,042,000 | 89 |
| Number of Non-Managed Accounts | $1,410,000 | 71 |
| Total fiduciary and related assets | $14,965,582,000 | 48 |
| Managed Assets ($) | $7,382,234,000 | 48 |
| Non-managed Assets ($) | $7,583,348,000 | 48 |
| Memoranda |
| Gross Fiduciary activities income | $39,142,000 | 55 |
| 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 | $3,510,000 | 85 |
| Number of Managed Accounts | $2,117,000 | 81 |
| Number of Non-Managed Accounts | $1,393,000 | 66 |
| Total fiduciary and related assets | $14,118,906,000 | 49 |
| Managed Assets ($) | $7,117,953,000 | 49 |
| Non-managed Assets ($) | $7,000,953,000 | 48 |
| Memoranda |
| Gross Fiduciary activities income | $29,084,000 | 54 |
| 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 | $3,530,000 | 85 |
| Number of Managed Accounts | $2,100,000 | 82 |
| Number of Non-Managed Accounts | $1,430,000 | 68 |
| Total fiduciary and related assets | $13,907,760,000 | 50 |
| Managed Assets ($) | $6,964,935,000 | 51 |
| Non-managed Assets ($) | $6,942,825,000 | 49 |
| Memoranda |
| Gross Fiduciary activities income | $19,333,000 | 54 |
| 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 | $3,476,000 | 86 |
| Number of Managed Accounts | $2,096,000 | 82 |
| Number of Non-Managed Accounts | $1,380,000 | 69 |
| Total fiduciary and related assets | $13,836,912,000 | 50 |
| Managed Assets ($) | $6,963,950,000 | 52 |
| Non-managed Assets ($) | $6,872,962,000 | 48 |
| Memoranda |
| Gross Fiduciary activities income | $9,673,000 | 55 |
| 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 | $3,458,000 | 92 |
| Number of Managed Accounts | $2,109,000 | 89 |
| Number of Non-Managed Accounts | $1,349,000 | 76 |
| Total fiduciary and related assets | $14,064,529,000 | 50 |
| Managed Assets ($) | $7,198,367,000 | 52 |
| Non-managed Assets ($) | $6,866,162,000 | 53 |
| Memoranda |
| Gross Fiduciary activities income | $35,301,000 | 57 |
| 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 | $3,393,000 | 90 |
| Number of Managed Accounts | $2,110,000 | 88 |
| Number of Non-Managed Accounts | $1,283,000 | 75 |
| Total fiduciary and related assets | $12,770,779,000 | 53 |
| Managed Assets ($) | $6,477,763,000 | 55 |
| Non-managed Assets ($) | $6,293,016,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $26,058,000 | 59 |
| 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 | $3,301,000 | 95 |
| Number of Managed Accounts | $2,089,000 | 88 |
| Number of Non-Managed Accounts | $1,212,000 | 78 |
| Total fiduciary and related assets | $12,624,756,000 | 54 |
| Managed Assets ($) | $6,521,283,000 | 54 |
| Non-managed Assets ($) | $6,103,473,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $16,777,000 | 59 |
| 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 | $3,325,000 | 97 |
| Number of Managed Accounts | $2,097,000 | 92 |
| Number of Non-Managed Accounts | $1,228,000 | 80 |
| Total fiduciary and related assets | $11,761,952,000 | 56 |
| Managed Assets ($) | $5,998,935,000 | 53 |
| Non-managed Assets ($) | $5,763,017,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $8,095,000 | 63 |
| 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 | $3,527,000 | 97 |
| Number of Managed Accounts | $2,564,000 | 84 |
| Number of Non-Managed Accounts | $963,000 | 105 |
| Total fiduciary and related assets | $11,803,704,000 | 59 |
| Managed Assets ($) | $8,371,982,000 | 41 |
| Non-managed Assets ($) | $3,431,722,000 | 68 |
| Memoranda |
| Gross Fiduciary activities income | $32,501,000 | 63 |
| 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 | $3,730,000 | 84 |
| Number of Managed Accounts | $2,420,000 | 80 |
| Number of Non-Managed Accounts | $1,310,000 | 82 |
| Total fiduciary and related assets | $12,948,723,000 | 55 |
| Managed Assets ($) | $7,779,365,000 | 46 |
| Non-managed Assets ($) | $5,169,358,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $33,174,000 | 63 |
| 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 | $34,391,000 | 65 |
| 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 | $31,182,000 | 73 |
| 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 | $26,803,000 | 82 |
| 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 | $24,052,000 | 86 |
| 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 | $21,629,000 | 95 |
| 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 | $19,359,000 | 100 |
| 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 | $17,117,000 | 108 |
| 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 | $16,749,000 | 109 |
| 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 | $14,903,000 | 113 |
