| 2025-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,504,000 | 94 |
| Number of Managed Accounts | $3,151,000 | 76 |
| Number of Non-Managed Accounts | $353,000 | 99 |
| Total fiduciary and related assets | $5,017,924,000 | 117 |
| Managed Assets ($) | $3,072,413,000 | 111 |
| Non-managed Assets ($) | $1,945,511,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $7,106,000 | 113 |
| 2024-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,548,000 | 91 |
| Number of Managed Accounts | $3,187,000 | 74 |
| Number of Non-Managed Accounts | $361,000 | 109 |
| Total fiduciary and related assets | $5,147,225,000 | 113 |
| Managed Assets ($) | $3,140,553,000 | 112 |
| Non-managed Assets ($) | $2,006,672,000 | 99 |
| Memoranda |
| Gross Fiduciary activities income | $26,449,000 | 110 |
| 2024-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,607,000 | 90 |
| Number of Managed Accounts | $3,244,000 | 74 |
| Number of Non-Managed Accounts | $363,000 | 101 |
| Total fiduciary and related assets | $5,232,676,000 | 114 |
| Managed Assets ($) | $3,204,193,000 | 110 |
| Non-managed Assets ($) | $2,028,483,000 | 93 |
| Memoranda |
| Gross Fiduciary activities income | $19,679,000 | 113 |
| 2024-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,679,000 | 90 |
| Number of Managed Accounts | $3,315,000 | 72 |
| Number of Non-Managed Accounts | $364,000 | 106 |
| Total fiduciary and related assets | $5,022,427,000 | 113 |
| Managed Assets ($) | $3,081,690,000 | 112 |
| Non-managed Assets ($) | $1,940,737,000 | 97 |
| Memoranda |
| Gross Fiduciary activities income | $12,767,000 | 122 |
| 2024-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,754,000 | 89 |
| Number of Managed Accounts | $3,372,000 | 72 |
| Number of Non-Managed Accounts | $382,000 | 99 |
| Total fiduciary and related assets | $4,981,167,000 | 114 |
| Managed Assets ($) | $3,065,817,000 | 111 |
| Non-managed Assets ($) | $1,915,350,000 | 97 |
| Memoranda |
| Gross Fiduciary activities income | $6,243,000 | 110 |
| 2023-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,790,000 | 88 |
| Number of Managed Accounts | $3,403,000 | 69 |
| Number of Non-Managed Accounts | $387,000 | 107 |
| Total fiduciary and related assets | $4,804,047,000 | 111 |
| Managed Assets ($) | $2,968,206,000 | 107 |
| Non-managed Assets ($) | $1,835,841,000 | 98 |
| Memoranda |
| Gross Fiduciary activities income | $21,655,000 | 109 |
| 2023-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,681,000 | 88 |
| Number of Managed Accounts | $3,301,000 | 70 |
| Number of Non-Managed Accounts | $380,000 | 98 |
| Total fiduciary and related assets | $4,526,397,000 | 114 |
| Managed Assets ($) | $2,829,725,000 | 108 |
| Non-managed Assets ($) | $1,696,672,000 | 98 |
| Memoranda |
| Gross Fiduciary activities income | $15,758,000 | 109 |
| 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 | $2,953,000 | 98 |
| Number of Managed Accounts | $2,603,000 | 82 |
| Number of Non-Managed Accounts | $350,000 | 107 |
| Total fiduciary and related assets | $4,108,097,000 | 119 |
| Managed Assets ($) | $2,369,283,000 | 118 |
| Non-managed Assets ($) | $1,738,814,000 | 94 |
| Memoranda |
| Gross Fiduciary activities income | $9,752,000 | 112 |
| 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 | $2,954,000 | 104 |
| Number of Managed Accounts | $2,605,000 | 87 |
| Number of Non-Managed Accounts | $349,000 | 108 |
| Total fiduciary and related assets | $3,989,692,000 | 127 |
| Managed Assets ($) | $2,339,605,000 | 125 |
| Non-managed Assets ($) | $1,650,087,000 | 104 |
| Memoranda |
| Gross Fiduciary activities income | $4,913,000 | 115 |
| 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 | $2,954,000 | 107 |
| Number of Managed Accounts | $2,595,000 | 88 |
| Number of Non-Managed Accounts | $359,000 | 116 |
| Total fiduciary and related assets | $3,919,771,000 | 129 |
| Managed Assets ($) | $2,264,993,000 | 126 |
| Non-managed Assets ($) | $1,654,778,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $20,062,000 | 118 |
| 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 | $2,911,000 | 105 |
| Number of Managed Accounts | $2,554,000 | 88 |
| Number of Non-Managed Accounts | $357,000 | 106 |
| Total fiduciary and related assets | $3,588,835,000 | 132 |
| Managed Assets ($) | $2,042,816,000 | 128 |
| Non-managed Assets ($) | $1,546,019,000 | 106 |
| Memoranda |
| Gross Fiduciary activities income | $15,493,000 | 118 |
| 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 | $2,920,000 | 93 |
| Number of Managed Accounts | $2,562,000 | 82 |
| Number of Non-Managed Accounts | $358,000 | 95 |
| Total fiduciary and related assets | $3,749,922,000 | 107 |
| Managed Assets ($) | $2,126,786,000 | 107 |
| Non-managed Assets ($) | $1,623,136,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $10,193,000 | 100 |
| 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 | $2,924,000 | 94 |
| Number of Managed Accounts | $2,567,000 | 81 |
| Number of Non-Managed Accounts | $357,000 | 95 |
| Total fiduciary and related assets | $4,226,592,000 | 105 |
| Managed Assets ($) | $2,389,286,000 | 105 |
| Non-managed Assets ($) | $1,837,306,000 | 81 |
| Memoranda |
| Gross Fiduciary activities income | $5,300,000 | 101 |
| 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 | $2,965,000 | 94 |
| Number of Managed Accounts | $2,603,000 | 79 |
| Number of Non-Managed Accounts | $362,000 | 104 |
| Total fiduciary and related assets | $4,500,879,000 | 99 |
| Managed Assets ($) | $2,492,649,000 | 103 |
| Non-managed Assets ($) | $2,008,230,000 | 81 |
| Memoranda |
| Gross Fiduciary activities income | $21,311,000 | 97 |
| 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 | $2,957,000 | 91 |
| Number of Managed Accounts | $2,597,000 | 80 |
| Number of Non-Managed Accounts | $360,000 | 96 |
| Total fiduciary and related assets | $4,323,601,000 | 102 |
| Managed Assets ($) | $2,393,914,000 | 104 |
| Non-managed Assets ($) | $1,929,687,000 | 80 |
| Memoranda |
| Gross Fiduciary activities income | $16,012,000 | 95 |
| 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 | $2,889,000 | 92 |
| Number of Managed Accounts | $2,522,000 | 84 |
| Number of Non-Managed Accounts | $367,000 | 95 |
| Total fiduciary and related assets | $4,359,208,000 | 100 |
| Managed Assets ($) | $2,418,576,000 | 104 |
| Non-managed Assets ($) | $1,940,632,000 | 78 |
| Memoranda |
| Gross Fiduciary activities income | $10,461,000 | 96 |
| 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 | $2,895,000 | 92 |
| Number of Managed Accounts | $2,528,000 | 85 |
| Number of Non-Managed Accounts | $367,000 | 94 |
| Total fiduciary and related assets | $4,158,283,000 | 101 |
| Managed Assets ($) | $2,324,079,000 | 104 |
| Non-managed Assets ($) | $1,834,204,000 | 80 |
| Memoranda |
| Gross Fiduciary activities income | $5,116,000 | 97 |
| 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 | $2,916,000 | 94 |
| Number of Managed Accounts | $2,541,000 | 85 |
| Number of Non-Managed Accounts | $375,000 | 105 |
| Total fiduciary and related assets | $4,065,509,000 | 102 |
| Managed Assets ($) | $2,274,002,000 | 105 |
| Non-managed Assets ($) | $1,791,507,000 | 81 |
| Memoranda |
| Gross Fiduciary activities income | $19,406,000 | 93 |
| 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 | $2,907,000 | 89 |
| Number of Managed Accounts | $2,535,000 | 83 |
| Number of Non-Managed Accounts | $372,000 | 94 |
| Total fiduciary and related assets | $3,724,503,000 | 100 |
| Managed Assets ($) | $2,097,119,000 | 105 |
| Non-managed Assets ($) | $1,627,384,000 | 82 |
| Memoranda |
| Gross Fiduciary activities income | $14,559,000 | 93 |
| 2020-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,919,000 | 89 |
| Number of Managed Accounts | $2,545,000 | 82 |
| Number of Non-Managed Accounts | $374,000 | 98 |
| Total fiduciary and related assets | $3,551,909,000 | 103 |
| Managed Assets ($) | $2,003,971,000 | 108 |
| Non-managed Assets ($) | $1,547,938,000 | 84 |
| Memoranda |
| Gross Fiduciary activities income | $9,376,000 | 95 |
| 2020-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,916,000 | 87 |
| Number of Managed Accounts | $2,540,000 | 80 |
| Number of Non-Managed Accounts | $376,000 | 95 |
| Total fiduciary and related assets | $3,163,810,000 | 103 |
| Managed Assets ($) | $1,809,066,000 | 108 |
| Non-managed Assets ($) | $1,354,744,000 | 84 |
| Memoranda |
| Gross Fiduciary activities income | $4,853,000 | 94 |
| 2019-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,948,000 | 90 |
| Number of Managed Accounts | $2,562,000 | 83 |
| Number of Non-Managed Accounts | $386,000 | 107 |
| Total fiduciary and related assets | $3,751,897,000 | 101 |
| Managed Assets ($) | $2,164,738,000 | 105 |
| Non-managed Assets ($) | $1,587,159,000 | 84 |
| Memoranda |
| Gross Fiduciary activities income | $19,164,000 | 95 |
| 2019-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,963,000 | 87 |
| Number of Managed Accounts | $2,580,000 | 82 |
| Number of Non-Managed Accounts | $383,000 | 93 |
| Total fiduciary and related assets | $3,556,336,000 | 103 |
| Managed Assets ($) | $2,057,798,000 | 108 |
| Non-managed Assets ($) | $1,498,538,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $14,491,000 | 94 |
| 2019-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,978,000 | 89 |
| Number of Managed Accounts | $2,595,000 | 80 |
| Number of Non-Managed Accounts | $383,000 | 97 |
| Total fiduciary and related assets | $3,526,718,000 | 102 |
| Managed Assets ($) | $2,038,931,000 | 107 |
| Non-managed Assets ($) | $1,487,787,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $9,282,000 | 96 |
| 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 | $3,002,000 | 88 |
| Number of Managed Accounts | $2,610,000 | 79 |
| Number of Non-Managed Accounts | $392,000 | 96 |
| Total fiduciary and related assets | $3,420,372,000 | 102 |
| Managed Assets ($) | $1,982,167,000 | 109 |
| Non-managed Assets ($) | $1,438,205,000 | 90 |
| Memoranda |
| Gross Fiduciary activities income | $4,551,000 | 97 |
| 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 | $3,011,000 | 90 |
| Number of Managed Accounts | $2,611,000 | 78 |
| Number of Non-Managed Accounts | $400,000 | 107 |
| Total fiduciary and related assets | $3,257,243,000 | 101 |
| Managed Assets ($) | $1,851,729,000 | 106 |
| Non-managed Assets ($) | $1,405,514,000 | 86 |
| Memoranda |
| Gross Fiduciary activities income | $19,524,000 | 90 |
| 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 | $3,032,000 | 86 |
| Number of Managed Accounts | $2,630,000 | 77 |
| Number of Non-Managed Accounts | $402,000 | 98 |
| Total fiduciary and related assets | $3,563,232,000 | 99 |
| Managed Assets ($) | $2,023,374,000 | 103 |
| Non-managed Assets ($) | $1,539,858,000 | 83 |
| Memoranda |
| Gross Fiduciary activities income | $14,951,000 | 89 |
| 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 | $3,151,000 | 83 |
| Number of Managed Accounts | $2,729,000 | 73 |
| Number of Non-Managed Accounts | $422,000 | 97 |
| Total fiduciary and related assets | $3,637,457,000 | 98 |
| Managed Assets ($) | $2,147,433,000 | 98 |
| Non-managed Assets ($) | $1,490,024,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $10,143,000 | 90 |
| 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 | $3,205,000 | 80 |
| Number of Managed Accounts | $2,775,000 | 71 |
| Number of Non-Managed Accounts | $430,000 | 97 |
| Total fiduciary and related assets | $3,732,374,000 | 96 |
| Managed Assets ($) | $2,246,829,000 | 98 |
| Non-managed Assets ($) | $1,485,545,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $4,878,000 | 95 |
| 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 | $3,241,000 | 79 |
| Number of Managed Accounts | $2,814,000 | 71 |
| Number of Non-Managed Accounts | $427,000 | 107 |
| Total fiduciary and related assets | $3,805,597,000 | 95 |
| Managed Assets ($) | $2,286,927,000 | 95 |
| Non-managed Assets ($) | $1,518,670,000 | 83 |
| Memoranda |
| Gross Fiduciary activities income | $20,162,000 | 89 |
| 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 | $3,259,000 | 77 |
| Number of Managed Accounts | $2,831,000 | 71 |
| Number of Non-Managed Accounts | $428,000 | 97 |
| Total fiduciary and related assets | $3,765,555,000 | 93 |
| Managed Assets ($) | $2,280,329,000 | 92 |
| Non-managed Assets ($) | $1,485,226,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $15,043,000 | 88 |
| 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 | $3,276,000 | 75 |
| Number of Managed Accounts | $2,852,000 | 68 |
| Number of Non-Managed Accounts | $424,000 | 96 |
| Total fiduciary and related assets | $3,577,282,000 | 94 |
| Managed Assets ($) | $2,184,965,000 | 92 |
| Non-managed Assets ($) | $1,392,317,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $9,984,000 | 88 |
| 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 | $3,365,000 | 72 |
| Number of Managed Accounts | $2,902,000 | 67 |
| Number of Non-Managed Accounts | $463,000 | 92 |
| Total fiduciary and related assets | $3,406,656,000 | 97 |
| Managed Assets ($) | $2,060,391,000 | 97 |
| Non-managed Assets ($) | $1,346,265,000 | 86 |
| Memoranda |
| Gross Fiduciary activities income | $4,677,000 | 90 |
| 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 | $3,390,000 | 73 |
| Number of Managed Accounts | $2,926,000 | 67 |
| Number of Non-Managed Accounts | $464,000 | 103 |
| Total fiduciary and related assets | $3,290,280,000 | 96 |
| Managed Assets ($) | $2,012,823,000 | 95 |
| Non-managed Assets ($) | $1,277,457,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $19,098,000 | 88 |
| 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 | $3,424,000 | 71 |
| Number of Managed Accounts | $2,958,000 | 64 |
| Number of Non-Managed Accounts | $466,000 | 95 |
| Total fiduciary and related assets | $3,208,101,000 | 96 |
| Managed Assets ($) | $2,015,950,000 | 93 |
| Non-managed Assets ($) | $1,192,151,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $14,243,000 | 85 |
| 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 | $3,454,000 | 72 |
| Number of Managed Accounts | $2,992,000 | 65 |
| Number of Non-Managed Accounts | $462,000 | 96 |
| Total fiduciary and related assets | $3,111,890,000 | 99 |
| Managed Assets ($) | $2,004,562,000 | 93 |
| Non-managed Assets ($) | $1,107,328,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $9,577,000 | 86 |
| 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 | $3,485,000 | 72 |
| Number of Managed Accounts | $2,685,000 | 68 |
| Number of Non-Managed Accounts | $800,000 | 67 |
| Total fiduciary and related assets | $3,156,530,000 | 98 |
| Managed Assets ($) | $1,727,216,000 | 103 |
| Non-managed Assets ($) | $1,429,314,000 | 82 |
| Memoranda |
| Gross Fiduciary activities income | $4,535,000 | 86 |
| 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 | $3,534,000 | 73 |
| Number of Managed Accounts | $2,713,000 | 66 |
| Number of Non-Managed Accounts | $821,000 | 73 |
| Total fiduciary and related assets | $3,038,382,000 | 98 |
| Managed Assets ($) | $1,733,987,000 | 101 |
| Non-managed Assets ($) | $1,304,395,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $19,584,000 | 82 |
| 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 | $3,569,000 | 69 |
| Number of Managed Accounts | $2,738,000 | 66 |
| Number of Non-Managed Accounts | $831,000 | 67 |
| Total fiduciary and related assets | $2,952,675,000 | 100 |
| Managed Assets ($) | $1,690,431,000 | 99 |
| Non-managed Assets ($) | $1,262,244,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $14,697,000 | 81 |
| 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 | $3,627,000 | 71 |
| Number of Managed Accounts | $2,753,000 | 67 |
| Number of Non-Managed Accounts | $874,000 | 65 |
| Total fiduciary and related assets | $3,165,131,000 | 99 |
| Managed Assets ($) | $1,789,467,000 | 100 |
| Non-managed Assets ($) | $1,375,664,000 | 87 |
| Memoranda |
| Gross Fiduciary activities income | $9,949,000 | 82 |
| 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 | $3,667,000 | 71 |
| Number of Managed Accounts | $2,767,000 | 67 |
| Number of Non-Managed Accounts | $900,000 | 66 |
| Total fiduciary and related assets | $3,180,030,000 | 98 |
| Managed Assets ($) | $1,777,114,000 | 97 |
| Non-managed Assets ($) | $1,402,916,000 | 86 |
| Memoranda |
| Gross Fiduciary activities income | $4,612,000 | 82 |
| 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 | $3,720,000 | 72 |
| Number of Managed Accounts | $2,797,000 | 62 |
| Number of Non-Managed Accounts | $923,000 | 69 |
| Total fiduciary and related assets | $3,153,121,000 | 96 |
| Managed Assets ($) | $1,766,664,000 | 98 |
| Non-managed Assets ($) | $1,386,457,000 | 86 |
| Memoranda |
| Gross Fiduciary activities income | $19,536,000 | 80 |
| 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 | $3,739,000 | 67 |
| Number of Managed Accounts | $2,873,000 | 62 |
| Number of Non-Managed Accounts | $866,000 | 69 |
| Total fiduciary and related assets | $3,047,106,000 | 96 |
| Managed Assets ($) | $1,828,012,000 | 92 |
| Non-managed Assets ($) | $1,219,094,000 | 88 |
| Memoranda |
| Gross Fiduciary activities income | $14,596,000 | 81 |
| 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 | $3,703,000 | 67 |
| Number of Managed Accounts | $2,808,000 | 61 |
| Number of Non-Managed Accounts | $895,000 | 68 |
| Total fiduciary and related assets | $3,055,314,000 | 93 |
| Managed Assets ($) | $1,825,969,000 | 93 |
| Non-managed Assets ($) | $1,229,345,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $9,691,000 | 81 |
| 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 | $3,737,000 | 68 |
| Number of Managed Accounts | $2,837,000 | 63 |
| Number of Non-Managed Accounts | $900,000 | 71 |
| Total fiduciary and related assets | $3,002,855,000 | 93 |
| Managed Assets ($) | $1,773,998,000 | 94 |
| Non-managed Assets ($) | $1,228,857,000 | 86 |
| Memoranda |
| Gross Fiduciary activities income | $4,580,000 | 82 |
| 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 | $3,775,000 | 70 |
| Number of Managed Accounts | $2,821,000 | 62 |
| Number of Non-Managed Accounts | $954,000 | 72 |
| Total fiduciary and related assets | $2,788,633,000 | 101 |
| Managed Assets ($) | $1,688,708,000 | 97 |
| Non-managed Assets ($) | $1,099,925,000 | 88 |
| Memoranda |
| Gross Fiduciary activities income | $17,182,000 | 83 |
| 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 | $3,775,000 | 67 |
| Number of Managed Accounts | $2,821,000 | 62 |
| Number of Non-Managed Accounts | $954,000 | 68 |
| Total fiduciary and related assets | $2,788,633,000 | 97 |
| Managed Assets ($) | $1,688,708,000 | 93 |
| Non-managed Assets ($) | $1,099,925,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $12,329,000 | 86 |
| 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 | $3,813,000 | 65 |
| Number of Managed Accounts | $2,850,000 | 60 |
| Number of Non-Managed Accounts | $963,000 | 69 |
| Total fiduciary and related assets | $2,691,306,000 | 99 |
| Managed Assets ($) | $1,646,145,000 | 94 |
| Non-managed Assets ($) | $1,045,161,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $7,841,000 | 87 |
| 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 | $3,867,000 | 63 |
| Number of Managed Accounts | $3,328,000 | 49 |
| Number of Non-Managed Accounts | $539,000 | 92 |
| Total fiduciary and related assets | $2,772,095,000 | 97 |
| Managed Assets ($) | $1,911,768,000 | 86 |
| Non-managed Assets ($) | $860,327,000 | 93 |
| Memoranda |
| Gross Fiduciary activities income | $3,022,000 | 104 |
| 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 | $2,007,000 | 112 |
| Number of Managed Accounts | $1,538,000 | 105 |
| Number of Non-Managed Accounts | $469,000 | 113 |
| Total fiduciary and related assets | $1,839,501,000 | 119 |
| Managed Assets ($) | $1,094,361,000 | 118 |
| Non-managed Assets ($) | $745,140,000 | 94 |
| Memoranda |
| Gross Fiduciary activities income | $9,572,000 | 110 |
| 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 | $1,974,000 | 109 |
| Number of Managed Accounts | $1,516,000 | 106 |
| Number of Non-Managed Accounts | $458,000 | 95 |
| Total fiduciary and related assets | $1,834,090,000 | 118 |
| Managed Assets ($) | $1,089,875,000 | 119 |
| Non-managed Assets ($) | $744,215,000 | 94 |
| Memoranda |
| Gross Fiduciary activities income | $6,987,000 | 112 |
| 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 | $1,994,000 | 105 |
| Number of Managed Accounts | $1,529,000 | 103 |
| Number of Non-Managed Accounts | $465,000 | 96 |
| Total fiduciary and related assets | $1,748,705,000 | 119 |
| Managed Assets ($) | $1,053,529,000 | 117 |
| Non-managed Assets ($) | $695,176,000 | 96 |
| Memoranda |
| Gross Fiduciary activities income | $4,645,000 | 114 |
| 2012-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,027,000 | 103 |
| Number of Managed Accounts | $1,548,000 | 103 |
| Number of Non-Managed Accounts | $479,000 | 94 |
| Total fiduciary and related assets | $1,811,519,000 | 117 |
| Managed Assets ($) | $1,085,924,000 | 115 |
| Non-managed Assets ($) | $725,595,000 | 94 |
| Memoranda |
| Gross Fiduciary activities income | $2,228,000 | 118 |
| 2011-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,039,000 | 107 |
| Number of Managed Accounts | $1,552,000 | 105 |
| Number of Non-Managed Accounts | $487,000 | 110 |
| Total fiduciary and related assets | $1,688,520,000 | 118 |
| Managed Assets ($) | $1,034,069,000 | 116 |
| Non-managed Assets ($) | $654,451,000 | 94 |
| Memoranda |
| Gross Fiduciary activities income | $9,261,000 | 101 |
| 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 | $1,967,000 | 105 |
| Number of Managed Accounts | $1,506,000 | 109 |
| Number of Non-Managed Accounts | $461,000 | 98 |
| Total fiduciary and related assets | $1,609,147,000 | 122 |
| Managed Assets ($) | $1,047,108,000 | 116 |
| Non-managed Assets ($) | $562,039,000 | 101 |
| Memoranda |
| Gross Fiduciary activities income | $6,691,000 | 103 |
| 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 | $1,963,000 | 106 |
| Number of Managed Accounts | $1,496,000 | 111 |
| Number of Non-Managed Accounts | $467,000 | 100 |
| Total fiduciary and related assets | $1,667,570,000 | 123 |
| Managed Assets ($) | $1,050,873,000 | 121 |
| Non-managed Assets ($) | $616,697,000 | 101 |
| Memoranda |
| Gross Fiduciary activities income | $4,501,000 | 103 |
| 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 | $1,963,000 | 103 |
| Number of Managed Accounts | $1,502,000 | 103 |
| Number of Non-Managed Accounts | $461,000 | 101 |
| Total fiduciary and related assets | $1,675,732,000 | 123 |
| Managed Assets ($) | $1,063,328,000 | 117 |
| Non-managed Assets ($) | $612,404,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $2,138,000 | 105 |
| 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 | $1,965,000 | 108 |
| Number of Managed Accounts | $1,494,000 | 104 |
| Number of Non-Managed Accounts | $471,000 | 118 |
| Total fiduciary and related assets | $1,626,311,000 | 125 |
| Managed Assets ($) | $1,023,854,000 | 117 |
| Non-managed Assets ($) | $602,457,000 | 104 |
| Memoranda |
| Gross Fiduciary activities income | $8,099,000 | 103 |
| 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 | $1,953,000 | 104 |
| Number of Managed Accounts | $1,463,000 | 103 |
| Number of Non-Managed Accounts | $490,000 | 102 |
| Total fiduciary and related assets | $1,507,007,000 | 127 |
| Managed Assets ($) | $928,767,000 | 126 |
| Non-managed Assets ($) | $578,240,000 | 104 |
| Memoranda |
| Gross Fiduciary activities income | $5,743,000 | 108 |
| 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 | $1,950,000 | 103 |
| Number of Managed Accounts | $1,460,000 | 104 |
| Number of Non-Managed Accounts | $490,000 | 102 |
| Total fiduciary and related assets | $1,353,975,000 | 128 |
| Managed Assets ($) | $825,967,000 | 126 |
| Non-managed Assets ($) | $528,008,000 | 104 |
| Memoranda |
| Gross Fiduciary activities income | $3,868,000 | 107 |
| 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 | $1,948,000 | 105 |
| Number of Managed Accounts | $1,447,000 | 106 |
| Number of Non-Managed Accounts | $501,000 | 107 |
| Total fiduciary and related assets | $1,478,197,000 | 126 |
| Managed Assets ($) | $913,854,000 | 121 |
| Non-managed Assets ($) | $564,343,000 | 107 |
| Memoranda |
| Gross Fiduciary activities income | $1,863,000 | 111 |
| 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 | $1,930,000 | 114 |
| Number of Managed Accounts | $1,433,000 | 108 |
| Number of Non-Managed Accounts | $497,000 | 129 |
| Total fiduciary and related assets | $1,429,003,000 | 129 |
| Managed Assets ($) | $898,123,000 | 122 |
| Non-managed Assets ($) | $530,880,000 | 108 |
| Memoranda |
| Gross Fiduciary activities income | $7,062,000 | 111 |
| 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 | $1,905,000 | 112 |
| Number of Managed Accounts | $1,426,000 | 103 |
| Number of Non-Managed Accounts | $479,000 | 106 |
| Total fiduciary and related assets | $1,381,857,000 | 129 |
| Managed Assets ($) | $876,823,000 | 121 |
| Non-managed Assets ($) | $505,034,000 | 115 |
| Memoranda |
| Gross Fiduciary activities income | $5,090,000 | 117 |
| 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 | $1,910,000 | 111 |
| Number of Managed Accounts | $1,436,000 | 106 |
| Number of Non-Managed Accounts | $474,000 | 107 |
| Total fiduciary and related assets | $1,273,515,000 | 134 |
| Managed Assets ($) | $823,291,000 | 122 |
| Non-managed Assets ($) | $450,224,000 | 119 |
| Memoranda |
| Gross Fiduciary activities income | $3,331,000 | 117 |
| 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 | $1,919,000 | 109 |
| Number of Managed Accounts | $1,441,000 | 105 |
| Number of Non-Managed Accounts | $478,000 | 108 |
| Total fiduciary and related assets | $1,184,223,000 | 134 |
| Managed Assets ($) | $785,816,000 | 123 |
| Non-managed Assets ($) | $398,407,000 | 121 |
| Memoranda |
| Gross Fiduciary activities income | $1,487,000 | 124 |
| 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 | $1,916,000 | 124 |
| Number of Managed Accounts | $1,442,000 | 107 |
| Number of Non-Managed Accounts | $474,000 | 141 |
| Total fiduciary and related assets | $1,241,523,000 | 135 |
| Managed Assets ($) | $826,294,000 | 123 |
| Non-managed Assets ($) | $415,229,000 | 125 |
| Memoranda |
| Gross Fiduciary activities income | $7,601,000 | 119 |
| 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 | $1,937,000 | 116 |
| Number of Managed Accounts | $1,447,000 | 103 |
| Number of Non-Managed Accounts | $490,000 | 112 |
| Total fiduciary and related assets | $1,374,668,000 | 132 |
| Managed Assets ($) | $876,046,000 | 127 |
| Non-managed Assets ($) | $498,622,000 | 123 |
| Memoranda |
| Gross Fiduciary activities income | $5,834,000 | 119 |
| 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 | $1,885,000 | 120 |
| Number of Managed Accounts | $1,418,000 | 109 |
| Number of Non-Managed Accounts | $467,000 | 119 |
| Total fiduciary and related assets | $1,411,113,000 | 141 |
| Managed Assets ($) | $915,347,000 | 135 |
| Non-managed Assets ($) | $495,766,000 | 125 |
| Memoranda |
| Gross Fiduciary activities income | $4,036,000 | 119 |
| 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 | $1,866,000 | 122 |
| Number of Managed Accounts | $1,407,000 | 110 |
| Number of Non-Managed Accounts | $459,000 | 122 |
| Total fiduciary and related assets | $1,431,513,000 | 141 |
| Managed Assets ($) | $930,264,000 | 138 |
| Non-managed Assets ($) | $501,249,000 | 127 |
| Memoranda |
| Gross Fiduciary activities income | $1,856,000 | 124 |
| 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 | $1,866,000 | 126 |
| Number of Managed Accounts | $1,399,000 | 112 |
| Number of Non-Managed Accounts | $467,000 | 142 |
| Total fiduciary and related assets | $1,479,142,000 | 141 |
| Managed Assets ($) | $959,297,000 | 136 |
| Non-managed Assets ($) | $519,845,000 | 128 |
| Memoranda |
| Gross Fiduciary activities income | $6,826,000 | 130 |
| 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 | $1,851,000 | 117 |
| Number of Managed Accounts | $1,402,000 | 110 |
| Number of Non-Managed Accounts | $449,000 | 117 |
| Total fiduciary and related assets | $1,387,234,000 | 149 |
| Managed Assets ($) | $966,336,000 | 138 |
| Non-managed Assets ($) | $420,898,000 | 131 |
| Memoranda |
| Gross Fiduciary activities income | $5,166,000 | 127 |
| 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 | $1,846,000 | 120 |
| Number of Managed Accounts | $1,399,000 | 112 |
| Number of Non-Managed Accounts | $447,000 | 120 |
| Total fiduciary and related assets | $1,347,686,000 | 157 |
| Managed Assets ($) | $941,173,000 | 142 |
| Non-managed Assets ($) | $406,513,000 | 143 |
| Memoranda |
| Gross Fiduciary activities income | $3,383,000 | 136 |
| 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 | $1,745,000 | 122 |
| Number of Managed Accounts | $1,391,000 | 108 |
| Number of Non-Managed Accounts | $354,000 | 125 |
| Total fiduciary and related assets | $1,158,847,000 | 170 |
| Managed Assets ($) | $921,357,000 | 142 |
| Non-managed Assets ($) | $237,490,000 | 167 |
| Memoranda |
| Gross Fiduciary activities income | $1,517,000 | 140 |
| 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 | $1,812,000 | 127 |
| Number of Managed Accounts | $1,385,000 | 114 |
| Number of Non-Managed Accounts | $427,000 | 140 |
| Total fiduciary and related assets | $1,260,544,000 | 162 |
| Managed Assets ($) | $893,313,000 | 143 |
| Non-managed Assets ($) | $367,231,000 | 143 |
| Memoranda |
| Gross Fiduciary activities income | $5,916,000 | 137 |
| 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 | $1,809,000 | 125 |
| Number of Managed Accounts | $1,375,000 | 119 |
| Number of Non-Managed Accounts | $434,000 | 117 |
| Total fiduciary and related assets | $1,190,072,000 | 166 |
| Managed Assets ($) | $843,769,000 | 149 |
| Non-managed Assets ($) | $346,303,000 | 146 |
| Memoranda |
| Gross Fiduciary activities income | $4,452,000 | 143 |
| 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 | $1,795,000 | 131 |
| Number of Managed Accounts | $1,358,000 | 125 |
| Number of Non-Managed Accounts | $437,000 | 120 |
| Total fiduciary and related assets | $1,142,165,000 | 172 |
| Managed Assets ($) | $813,882,000 | 158 |
| Non-managed Assets ($) | $328,283,000 | 154 |
| Memoranda |
| Gross Fiduciary activities income | $2,942,000 | 149 |
| 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 | $1,795,000 | 130 |
| Number of Managed Accounts | $1,351,000 | 123 |
| Number of Non-Managed Accounts | $444,000 | 122 |
| Total fiduciary and related assets | $1,148,262,000 | 169 |
| Managed Assets ($) | $819,120,000 | 155 |
| Non-managed Assets ($) | $329,142,000 | 156 |
| Memoranda |
| Gross Fiduciary activities income | $1,418,000 | 152 |
| 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 | $1,707,000 | 142 |
| Number of Managed Accounts | $1,313,000 | 128 |
| Number of Non-Managed Accounts | $394,000 | 151 |
| Total fiduciary and related assets | $1,066,164,000 | 176 |
| Managed Assets ($) | $814,081,000 | 158 |
| Non-managed Assets ($) | $252,083,000 | 177 |
| Memoranda |
| Gross Fiduciary activities income | $5,276,000 | 154 |
| 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 | $1,691,000 | 130 |
| Number of Managed Accounts | $1,280,000 | 127 |
| Number of Non-Managed Accounts | $411,000 | 125 |
| Total fiduciary and related assets | $1,044,315,000 | 177 |
| Managed Assets ($) | $797,683,000 | 157 |
| Non-managed Assets ($) | $246,632,000 | 173 |
| Memoranda |
| Gross Fiduciary activities income | $3,981,000 | 152 |
| 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 | $1,675,000 | 132 |
| Number of Managed Accounts | $1,264,000 | 125 |
| Number of Non-Managed Accounts | $411,000 | 128 |
| Total fiduciary and related assets | $992,333,000 | 178 |
| Managed Assets ($) | $755,668,000 | 161 |
| Non-managed Assets ($) | $236,665,000 | 177 |
| Memoranda |
| Gross Fiduciary activities income | $2,628,000 | 155 |
| 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 | $1,676,000 | 136 |
| Number of Managed Accounts | $1,263,000 | 126 |
| Number of Non-Managed Accounts | $413,000 | 131 |
| Total fiduciary and related assets | $984,611,000 | 181 |
| Managed Assets ($) | $753,073,000 | 159 |
| Non-managed Assets ($) | $231,538,000 | 181 |
| Memoranda |
| Gross Fiduciary activities income | $1,315,000 | 157 |
| 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 | $1,680,000 | 147 |
| Number of Managed Accounts | $1,280,000 | 129 |
| Number of Non-Managed Accounts | $400,000 | 161 |
| Total fiduciary and related assets | $983,306,000 | 181 |
| Managed Assets ($) | $743,790,000 | 154 |
| Non-managed Assets ($) | $239,516,000 | 183 |
| Memoranda |
| Gross Fiduciary activities income | $4,851,000 | 156 |
| 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 | $1,660,000 | 134 |
| Number of Managed Accounts | $1,281,000 | 126 |
| Number of Non-Managed Accounts | $379,000 | 133 |
| Total fiduciary and related assets | $901,217,000 | 186 |
| Managed Assets ($) | $684,276,000 | 160 |
| Non-managed Assets ($) | $216,941,000 | 188 |
| Memoranda |
| Gross Fiduciary activities income | $3,614,000 | 157 |
| 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 | $1,641,000 | 134 |
| Number of Managed Accounts | $1,268,000 | 126 |
| Number of Non-Managed Accounts | $373,000 | 135 |
| Total fiduciary and related assets | $891,160,000 | 190 |
| Managed Assets ($) | $678,534,000 | 160 |
| Non-managed Assets ($) | $212,626,000 | 190 |
| Memoranda |
| Gross Fiduciary activities income | $2,377,000 | 163 |
| 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 | $1,631,000 | 134 |
| Number of Managed Accounts | $1,295,000 | 124 |
| Number of Non-Managed Accounts | $336,000 | 141 |
| Total fiduciary and related assets | $889,519,000 | 190 |
| Managed Assets ($) | $674,792,000 | 162 |
| Non-managed Assets ($) | $214,727,000 | 191 |
| Memoranda |
| Gross Fiduciary activities income | $1,174,000 | 160 |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,563,000 | 156 |
| Number of Managed Accounts | $1,225,000 | 142 |
| Number of Non-Managed Accounts | $338,000 | 194 |
| Total fiduciary and related assets | $897,293,000 | 187 |
| Managed Assets ($) | $658,063,000 | 168 |
| Non-managed Assets ($) | $239,230,000 | 186 |
| Memoranda |
| Gross Fiduciary activities income | $4,220,000 | 170 |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,551,000 | 150 |
| Number of Managed Accounts | $1,215,000 | 144 |
| Number of Non-Managed Accounts | $336,000 | 163 |
| Total fiduciary and related assets | $802,161,000 | 205 |
| Managed Assets ($) | $607,650,000 | 179 |
| Non-managed Assets ($) | $194,511,000 | 205 |
| Memoranda |
| Gross Fiduciary activities income | $3,098,000 | 180 |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,519,000 | 158 |
| Number of Managed Accounts | $1,186,000 | 145 |
| Number of Non-Managed Accounts | $333,000 | 167 |
| Total fiduciary and related assets | $746,956,000 | 218 |
| Managed Assets ($) | $567,376,000 | 189 |
| Non-managed Assets ($) | $179,580,000 | 206 |
| Memoranda |
| Gross Fiduciary activities income | $2,116,000 | 180 |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,359,000 | 173 |
| Number of Managed Accounts | $1,359,000 | 132 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $650,521,000 | 235 |
| Managed Assets ($) | $650,521,000 | 170 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda |
| Gross Fiduciary activities income | $940,000 | 196 |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,345,000 | 188 |
| Number of Managed Accounts | $1,345,000 | 138 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $621,854,000 | 240 |
| Managed Assets ($) | $621,854,000 | 174 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda |
| Gross Fiduciary activities income | $3,074,000 | 221 |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,209,000 | 198 |
| Number of Managed Accounts | $1,183,000 | 144 |
| Number of Non-Managed Accounts | $26,000 | 768 |
| Total fiduciary and related assets | $679,491,000 | 211 |
| Managed Assets ($) | $672,357,000 | 157 |
| Non-managed Assets ($) | $7,134,000 | 693 |
| Memoranda |
| Gross Fiduciary activities income | $3,767,000 | 202 |
| 2000-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $3,382,000 | 212 |
| 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 | $3,305,000 | 247 |
| 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 | $3,115,000 | 252 |
| 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 | $2,675,000 | 281 |
| 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 | $2,642,000 | 308 |
| 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 | $2,439,000 | 341 |
| 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 | $2,511,000 | 320 |
| 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 | $2,984,000 | 306 |
| 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 | $3,001,000 | 306 |
