| 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 | $71,239,000 | 12 |
| Number of Managed Accounts | $69,189,000 | 6 |
| Number of Non-Managed Accounts | $2,050,000 | 42 |
| Total fiduciary and related assets | $231,830,238,000 | 14 |
| Managed Assets ($) | $157,334,209,000 | 8 |
| Non-managed Assets ($) | $74,496,029,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $882,378,000 | 11 |
| 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 | $70,991,000 | 11 |
| Number of Managed Accounts | $68,970,000 | 6 |
| Number of Non-Managed Accounts | $2,021,000 | 41 |
| Total fiduciary and related assets | $216,426,631,000 | 14 |
| Managed Assets ($) | $146,256,558,000 | 8 |
| Non-managed Assets ($) | $70,170,073,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $663,445,000 | 11 |
| 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 | $70,939,000 | 12 |
| Number of Managed Accounts | $68,900,000 | 6 |
| Number of Non-Managed Accounts | $2,039,000 | 40 |
| Total fiduciary and related assets | $214,978,994,000 | 14 |
| Managed Assets ($) | $147,757,507,000 | 8 |
| Non-managed Assets ($) | $67,221,487,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $445,699,000 | 11 |
| 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 | $71,288,000 | 12 |
| Number of Managed Accounts | $69,215,000 | 6 |
| Number of Non-Managed Accounts | $2,073,000 | 43 |
| Total fiduciary and related assets | $208,750,254,000 | 15 |
| Managed Assets ($) | $148,589,726,000 | 9 |
| Non-managed Assets ($) | $60,160,528,000 | 21 |
| Memoranda |
| Gross Fiduciary activities income | $224,380,000 | 11 |
| 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 | $71,353,000 | 12 |
| Number of Managed Accounts | $69,252,000 | 6 |
| Number of Non-Managed Accounts | $2,101,000 | 44 |
| Total fiduciary and related assets | $203,800,041,000 | 14 |
| Managed Assets ($) | $143,770,683,000 | 10 |
| Non-managed Assets ($) | $60,029,358,000 | 21 |
| Memoranda |
| Gross Fiduciary activities income | $911,230,000 | 11 |
| 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 | $71,385,000 | 12 |
| Number of Managed Accounts | $69,279,000 | 6 |
| Number of Non-Managed Accounts | $2,106,000 | 42 |
| Total fiduciary and related assets | $192,281,201,000 | 14 |
| Managed Assets ($) | $135,195,093,000 | 10 |
| Non-managed Assets ($) | $57,086,108,000 | 21 |
| Memoranda |
| Gross Fiduciary activities income | $694,127,000 | 11 |
| 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 | $72,219,000 | 11 |
| Number of Managed Accounts | $70,133,000 | 6 |
| Number of Non-Managed Accounts | $2,086,000 | 36 |
| Total fiduciary and related assets | $199,061,110,000 | 11 |
| Managed Assets ($) | $139,096,180,000 | 9 |
| Non-managed Assets ($) | $59,964,930,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $469,004,000 | 10 |
| 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 | $71,622,000 | 11 |
| Number of Managed Accounts | $69,547,000 | 6 |
| Number of Non-Managed Accounts | $2,075,000 | 36 |
| Total fiduciary and related assets | $219,778,411,000 | 11 |
| Managed Assets ($) | $154,631,692,000 | 9 |
| Non-managed Assets ($) | $65,146,719,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $240,803,000 | 10 |
| 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 | $71,302,000 | 11 |
| Number of Managed Accounts | $68,990,000 | 6 |
| Number of Non-Managed Accounts | $2,312,000 | 36 |
| Total fiduciary and related assets | $232,147,362,000 | 11 |
| Managed Assets ($) | $164,052,803,000 | 7 |
| Non-managed Assets ($) | $68,094,559,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $963,968,000 | 10 |
| 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 | $69,148,000 | 11 |
| Number of Managed Accounts | $66,871,000 | 6 |
| Number of Non-Managed Accounts | $2,277,000 | 35 |
| Total fiduciary and related assets | $214,988,606,000 | 11 |
| Managed Assets ($) | $151,893,689,000 | 8 |
| Non-managed Assets ($) | $63,094,917,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $698,612,000 | 10 |
| 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 | $69,140,000 | 11 |
| Number of Managed Accounts | $66,824,000 | 6 |
| Number of Non-Managed Accounts | $2,316,000 | 36 |
| Total fiduciary and related assets | $219,100,666,000 | 11 |
| Managed Assets ($) | $153,899,782,000 | 8 |
| Non-managed Assets ($) | $65,200,884,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $461,227,000 | 10 |
| 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 | $68,538,000 | 11 |
| Number of Managed Accounts | $66,202,000 | 6 |
| Number of Non-Managed Accounts | $2,336,000 | 36 |
| Total fiduciary and related assets | $210,522,578,000 | 11 |
| Managed Assets ($) | $148,281,860,000 | 7 |
| Non-managed Assets ($) | $62,240,718,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $226,526,000 | 10 |
| 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 | $68,294,000 | 11 |
| Number of Managed Accounts | $65,929,000 | 6 |
| Number of Non-Managed Accounts | $2,365,000 | 37 |
| Total fiduciary and related assets | $205,279,545,000 | 11 |
| Managed Assets ($) | $144,780,362,000 | 7 |
| Non-managed Assets ($) | $60,499,183,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $835,369,000 | 10 |
| 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 | $68,133,000 | 11 |
| Number of Managed Accounts | $65,801,000 | 6 |
| Number of Non-Managed Accounts | $2,332,000 | 35 |
| Total fiduciary and related assets | $189,137,223,000 | 11 |
| Managed Assets ($) | $133,527,296,000 | 7 |
| Non-managed Assets ($) | $55,609,927,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $614,637,000 | 10 |
| 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 | $68,030,000 | 11 |
| Number of Managed Accounts | $65,683,000 | 6 |
| Number of Non-Managed Accounts | $2,347,000 | 35 |
| Total fiduciary and related assets | $183,429,591,000 | 11 |
| Managed Assets ($) | $127,855,039,000 | 6 |
| Non-managed Assets ($) | $55,574,552,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $399,195,000 | 10 |
| 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 | $67,516,000 | 11 |
| Number of Managed Accounts | $65,147,000 | 6 |
| Number of Non-Managed Accounts | $2,369,000 | 35 |
| Total fiduciary and related assets | $166,535,130,000 | 11 |
| Managed Assets ($) | $114,965,414,000 | 6 |
| Non-managed Assets ($) | $51,569,716,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $200,193,000 | 10 |
| 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 | $67,258,000 | 11 |
| Number of Managed Accounts | $64,839,000 | 6 |
| Number of Non-Managed Accounts | $2,419,000 | 37 |
| Total fiduciary and related assets | $190,654,391,000 | 11 |
| Managed Assets ($) | $132,758,789,000 | 7 |
| Non-managed Assets ($) | $57,895,602,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $860,304,000 | 10 |
| 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 | $66,752,000 | 11 |
| Number of Managed Accounts | $64,340,000 | 6 |
| Number of Non-Managed Accounts | $2,412,000 | 36 |
| Total fiduciary and related assets | $185,120,028,000 | 12 |
| Managed Assets ($) | $128,859,266,000 | 8 |
| Non-managed Assets ($) | $56,260,762,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $645,430,000 | 10 |
| 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 | $67,293,000 | 11 |
| Number of Managed Accounts | $64,852,000 | 6 |
| Number of Non-Managed Accounts | $2,441,000 | 38 |
| Total fiduciary and related assets | $184,306,714,000 | 11 |
| Managed Assets ($) | $129,248,388,000 | 7 |
| Non-managed Assets ($) | $55,058,326,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $432,476,000 | 9 |
| 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 | $66,555,000 | 11 |
| Number of Managed Accounts | $64,114,000 | 6 |
| Number of Non-Managed Accounts | $2,441,000 | 38 |
| Total fiduciary and related assets | $179,475,358,000 | 11 |
| Managed Assets ($) | $125,562,722,000 | 6 |
| Non-managed Assets ($) | $53,912,636,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $211,430,000 | 9 |
| 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 | $66,788,000 | 10 |
| Number of Managed Accounts | $64,222,000 | 6 |
| Number of Non-Managed Accounts | $2,566,000 | 39 |
| Total fiduciary and related assets | $166,605,881,000 | 11 |
| Managed Assets ($) | $115,447,226,000 | 6 |
| Non-managed Assets ($) | $51,158,655,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $881,354,000 | 9 |
| 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 | $66,644,000 | 11 |
| Number of Managed Accounts | $64,104,000 | 6 |
| Number of Non-Managed Accounts | $2,540,000 | 36 |
| Total fiduciary and related assets | $179,376,706,000 | 11 |
| Managed Assets ($) | $124,643,266,000 | 6 |
| Non-managed Assets ($) | $54,733,440,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $667,098,000 | 9 |
| 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 | $66,362,000 | 10 |
| Number of Managed Accounts | $63,779,000 | 6 |
| Number of Non-Managed Accounts | $2,583,000 | 36 |
| Total fiduciary and related assets | $174,332,282,000 | 11 |
| Managed Assets ($) | $121,250,327,000 | 6 |
| Non-managed Assets ($) | $53,081,955,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $441,981,000 | 9 |
| 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 | $66,108,000 | 11 |
| Number of Managed Accounts | $63,527,000 | 6 |
| Number of Non-Managed Accounts | $2,581,000 | 37 |
| Total fiduciary and related assets | $172,122,836,000 | 11 |
| Managed Assets ($) | $120,580,591,000 | 6 |
| Non-managed Assets ($) | $51,542,245,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $221,700,000 | 9 |
| 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 | $66,104,000 | 11 |
| Number of Managed Accounts | $63,489,000 | 6 |
| Number of Non-Managed Accounts | $2,615,000 | 38 |
| Total fiduciary and related assets | $175,672,955,000 | 11 |
| Managed Assets ($) | $123,192,924,000 | 6 |
| Non-managed Assets ($) | $52,480,031,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $863,233,000 | 9 |
| 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 | $66,176,000 | 11 |
| Number of Managed Accounts | $63,430,000 | 6 |
| Number of Non-Managed Accounts | $2,746,000 | 36 |
| Total fiduciary and related assets | $168,697,709,000 | 11 |
| Managed Assets ($) | $117,988,354,000 | 7 |
| Non-managed Assets ($) | $50,709,355,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $642,864,000 | 9 |
| 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 | $66,514,000 | 11 |
| Number of Managed Accounts | $63,656,000 | 6 |
| Number of Non-Managed Accounts | $2,858,000 | 34 |
| Total fiduciary and related assets | $164,525,726,000 | 11 |
| Managed Assets ($) | $115,101,633,000 | 8 |
| Non-managed Assets ($) | $49,424,093,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $427,505,000 | 9 |
| 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 | $66,565,000 | 11 |
| Number of Managed Accounts | $63,653,000 | 6 |
| Number of Non-Managed Accounts | $2,912,000 | 34 |
| Total fiduciary and related assets | $162,221,334,000 | 10 |
| Managed Assets ($) | $113,716,699,000 | 8 |
| Non-managed Assets ($) | $48,504,635,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $214,526,000 | 9 |
| 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 | $66,856,000 | 11 |
| Number of Managed Accounts | $63,912,000 | 6 |
| Number of Non-Managed Accounts | $2,944,000 | 36 |
| Total fiduciary and related assets | $157,178,992,000 | 10 |
| Managed Assets ($) | $110,757,778,000 | 8 |
| Non-managed Assets ($) | $46,421,214,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $836,644,000 | 9 |
| 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 | $67,217,000 | 11 |
| Number of Managed Accounts | $64,292,000 | 6 |
| Number of Non-Managed Accounts | $2,925,000 | 34 |
| Total fiduciary and related assets | $157,408,733,000 | 10 |
| Managed Assets ($) | $110,777,673,000 | 8 |
| Non-managed Assets ($) | $46,631,060,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $623,839,000 | 9 |
| 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 | $67,810,000 | 11 |
| Number of Managed Accounts | $64,899,000 | 6 |
| Number of Non-Managed Accounts | $2,911,000 | 35 |
| Total fiduciary and related assets | $155,574,482,000 | 11 |
| Managed Assets ($) | $109,857,531,000 | 8 |
| Non-managed Assets ($) | $45,716,951,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $407,735,000 | 9 |
| 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 | $68,241,000 | 11 |
| Number of Managed Accounts | $65,317,000 | 6 |
| Number of Non-Managed Accounts | $2,924,000 | 36 |
| Total fiduciary and related assets | $154,731,470,000 | 11 |
| Managed Assets ($) | $110,062,548,000 | 7 |
| Non-managed Assets ($) | $44,668,922,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $199,541,000 | 9 |
| 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 | $68,983,000 | 11 |
| Number of Managed Accounts | $66,044,000 | 6 |
| Number of Non-Managed Accounts | $2,939,000 | 36 |
| Total fiduciary and related assets | $155,192,325,000 | 11 |
| Managed Assets ($) | $110,210,700,000 | 7 |
| Non-managed Assets ($) | $44,981,625,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $852,104,000 | 9 |
| 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 | $68,807,000 | 11 |
| Number of Managed Accounts | $65,887,000 | 6 |
| Number of Non-Managed Accounts | $2,920,000 | 34 |
| Total fiduciary and related assets | $152,238,743,000 | 11 |
| Managed Assets ($) | $108,526,813,000 | 7 |
| Non-managed Assets ($) | $43,711,930,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $644,893,000 | 9 |
| 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 | $68,822,000 | 11 |
| Number of Managed Accounts | $65,839,000 | 7 |
| Number of Non-Managed Accounts | $2,983,000 | 33 |
| Total fiduciary and related assets | $157,661,161,000 | 12 |
| Managed Assets ($) | $112,175,367,000 | 7 |
| Non-managed Assets ($) | $45,485,794,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $441,661,000 | 9 |
| 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 | $68,441,000 | 11 |
| Number of Managed Accounts | $65,450,000 | 6 |
| Number of Non-Managed Accounts | $2,991,000 | 34 |
| Total fiduciary and related assets | $159,337,986,000 | 11 |
| Managed Assets ($) | $113,941,218,000 | 7 |
| Non-managed Assets ($) | $45,396,768,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $202,074,000 | 9 |
| 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 | $68,461,000 | 11 |
| Number of Managed Accounts | $65,455,000 | 6 |
| Number of Non-Managed Accounts | $3,006,000 | 37 |
| Total fiduciary and related assets | $158,412,294,000 | 11 |
| Managed Assets ($) | $113,704,666,000 | 7 |
| Non-managed Assets ($) | $44,707,628,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $797,969,000 | 9 |
| 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 | $68,210,000 | 11 |
| Number of Managed Accounts | $65,233,000 | 6 |
| Number of Non-Managed Accounts | $2,977,000 | 34 |
| Total fiduciary and related assets | $155,049,631,000 | 11 |
| Managed Assets ($) | $111,171,316,000 | 7 |
| Non-managed Assets ($) | $43,878,315,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $596,961,000 | 9 |
| 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 | $72,482,000 | 13 |
| Number of Managed Accounts | $69,033,000 | 6 |
| Number of Non-Managed Accounts | $3,449,000 | 31 |
| Total fiduciary and related assets | $158,241,928,000 | 11 |
| Managed Assets ($) | $111,578,572,000 | 8 |
| Non-managed Assets ($) | $46,663,356,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $395,739,000 | 9 |
| 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 | $72,439,000 | 14 |
| Number of Managed Accounts | $68,944,000 | 6 |
| Number of Non-Managed Accounts | $3,495,000 | 34 |
| Total fiduciary and related assets | $153,134,158,000 | 12 |
| Managed Assets ($) | $110,157,139,000 | 8 |
| Non-managed Assets ($) | $42,977,019,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $193,641,000 | 9 |
| 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 | $73,020,000 | 14 |
| Number of Managed Accounts | $68,312,000 | 6 |
| Number of Non-Managed Accounts | $4,708,000 | 29 |
| Total fiduciary and related assets | $154,799,656,000 | 12 |
| Managed Assets ($) | $109,400,134,000 | 8 |
| Non-managed Assets ($) | $45,399,522,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $728,276,000 | 9 |
| 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 | $72,369,000 | 14 |
| Number of Managed Accounts | $67,699,000 | 6 |
| Number of Non-Managed Accounts | $4,670,000 | 27 |
| Total fiduciary and related assets | $146,222,362,000 | 12 |
| Managed Assets ($) | $104,698,073,000 | 8 |
| Non-managed Assets ($) | $41,524,289,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $536,336,000 | 9 |
| 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 | $72,296,000 | 14 |
| Number of Managed Accounts | $67,666,000 | 6 |
| Number of Non-Managed Accounts | $4,630,000 | 28 |
| Total fiduciary and related assets | $141,857,968,000 | 12 |
| Managed Assets ($) | $102,665,155,000 | 8 |
| Non-managed Assets ($) | $39,192,813,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $354,159,000 | 9 |
| 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 | $72,730,000 | 14 |
| Number of Managed Accounts | $68,088,000 | 6 |
| Number of Non-Managed Accounts | $4,642,000 | 28 |
| Total fiduciary and related assets | $141,884,012,000 | 12 |
| Managed Assets ($) | $102,637,766,000 | 8 |
| Non-managed Assets ($) | $39,246,246,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $174,278,000 | 9 |
| 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 | $72,002,000 | 14 |
| Number of Managed Accounts | $67,826,000 | 5 |
| Number of Non-Managed Accounts | $4,176,000 | 30 |
| Total fiduciary and related assets | $127,092,357,000 | 13 |
| Managed Assets ($) | $97,403,026,000 | 8 |
| Non-managed Assets ($) | $29,689,331,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $652,109,000 | 9 |
| 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 | $82,442,000 | 14 |
| Number of Managed Accounts | $78,117,000 | 4 |
| Number of Non-Managed Accounts | $4,325,000 | 28 |
| Total fiduciary and related assets | $127,339,789,000 | 13 |
| Managed Assets ($) | $95,394,499,000 | 8 |
| Non-managed Assets ($) | $31,945,290,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $485,231,000 | 9 |
| 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 | $81,605,000 | 14 |
| Number of Managed Accounts | $77,234,000 | 4 |
| Number of Non-Managed Accounts | $4,371,000 | 29 |
| Total fiduciary and related assets | $123,005,733,000 | 13 |
| Managed Assets ($) | $92,895,939,000 | 8 |
| Non-managed Assets ($) | $30,109,794,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $322,017,000 | 9 |
| 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 | $80,615,000 | 14 |
| Number of Managed Accounts | $76,208,000 | 4 |
| Number of Non-Managed Accounts | $4,407,000 | 30 |
| Total fiduciary and related assets | $126,348,832,000 | 13 |
| Managed Assets ($) | $95,669,404,000 | 8 |
| Non-managed Assets ($) | $30,679,428,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $162,163,000 | 9 |
| 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 | $79,973,000 | 12 |
| Number of Managed Accounts | $75,492,000 | 4 |
| Number of Non-Managed Accounts | $4,481,000 | 29 |
| Total fiduciary and related assets | $121,091,192,000 | 13 |
| Managed Assets ($) | $91,090,443,000 | 7 |
| Non-managed Assets ($) | $30,000,749,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $628,217,000 | 9 |
| 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 | $79,671,000 | 11 |
| Number of Managed Accounts | $75,158,000 | 4 |
| Number of Non-Managed Accounts | $4,513,000 | 27 |
| Total fiduciary and related assets | $116,472,168,000 | 13 |
| Managed Assets ($) | $87,287,616,000 | 6 |
| Non-managed Assets ($) | $29,184,552,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $473,448,000 | 9 |
| 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 | $78,538,000 | 11 |
| Number of Managed Accounts | $73,918,000 | 4 |
| Number of Non-Managed Accounts | $4,620,000 | 28 |
| Total fiduciary and related assets | $129,204,312,000 | 12 |
| Managed Assets ($) | $93,565,646,000 | 6 |
| Non-managed Assets ($) | $35,638,666,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $319,805,000 | 9 |
| 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 | $78,108,000 | 11 |
| Number of Managed Accounts | $73,480,000 | 3 |
| Number of Non-Managed Accounts | $4,628,000 | 29 |
| Total fiduciary and related assets | $128,831,489,000 | 12 |
| Managed Assets ($) | $94,719,609,000 | 6 |
| Non-managed Assets ($) | $34,111,880,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $158,282,000 | 9 |
| 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 | $77,737,000 | 11 |
| Number of Managed Accounts | $73,075,000 | 3 |
| Number of Non-Managed Accounts | $4,662,000 | 31 |
| Total fiduciary and related assets | $125,203,710,000 | 12 |
| Managed Assets ($) | $92,451,089,000 | 6 |
| Non-managed Assets ($) | $32,752,621,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $597,437,000 | 9 |
| 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 | $77,832,000 | 11 |
| Number of Managed Accounts | $72,865,000 | 3 |
| Number of Non-Managed Accounts | $4,967,000 | 28 |
| Total fiduciary and related assets | $121,396,355,000 | 12 |
| Managed Assets ($) | $88,678,423,000 | 7 |
| Non-managed Assets ($) | $32,717,932,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $444,106,000 | 9 |
| 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 | $78,305,000 | 11 |
| Number of Managed Accounts | $73,301,000 | 3 |
| Number of Non-Managed Accounts | $5,004,000 | 30 |
| Total fiduciary and related assets | $114,657,416,000 | 12 |
| Managed Assets ($) | $83,445,060,000 | 6 |
| Non-managed Assets ($) | $31,212,356,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $301,802,000 | 9 |
| 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 | $79,796,000 | 10 |
| Number of Managed Accounts | $73,632,000 | 3 |
| Number of Non-Managed Accounts | $6,164,000 | 29 |
| Total fiduciary and related assets | $127,791,714,000 | 12 |
| Managed Assets ($) | $88,093,415,000 | 6 |
| Non-managed Assets ($) | $39,698,299,000 | 17 |
| Memoranda |
| Gross Fiduciary activities income | $158,667,000 | 9 |
| 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 | $82,037,000 | 11 |
| Number of Managed Accounts | $74,372,000 | 2 |
| Number of Non-Managed Accounts | $7,665,000 | 28 |
| Total fiduciary and related assets | $129,821,116,000 | 13 |
| Managed Assets ($) | $86,353,456,000 | 6 |
| Non-managed Assets ($) | $43,467,660,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $598,804,000 | 10 |
| 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 | $52,170,000 | 15 |
| Number of Managed Accounts | $48,419,000 | 7 |
| Number of Non-Managed Accounts | $3,751,000 | 38 |
| Total fiduciary and related assets | $79,273,717,000 | 18 |
| Managed Assets ($) | $55,272,272,000 | 11 |
| Non-managed Assets ($) | $24,001,445,000 | 22 |
| Memoranda |
| Gross Fiduciary activities income | $309,107,000 | 10 |
| 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 | $50,107,000 | 16 |
| Number of Managed Accounts | $46,852,000 | 7 |
| Number of Non-Managed Accounts | $3,255,000 | 42 |
| Total fiduciary and related assets | $65,543,358,000 | 18 |
| Managed Assets ($) | $47,658,759,000 | 11 |
| Non-managed Assets ($) | $17,884,599,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $164,456,000 | 12 |
| 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 | $50,052,000 | 15 |
| Number of Managed Accounts | $46,749,000 | 7 |
| Number of Non-Managed Accounts | $3,303,000 | 39 |
| Total fiduciary and related assets | $62,250,537,000 | 18 |
| Managed Assets ($) | $44,951,331,000 | 12 |
| Non-managed Assets ($) | $17,299,206,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $80,970,000 | 11 |
| 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 | $50,458,000 | 16 |
| Number of Managed Accounts | $47,082,000 | 7 |
| Number of Non-Managed Accounts | $3,376,000 | 44 |
| Total fiduciary and related assets | $65,710,940,000 | 17 |
| Managed Assets ($) | $47,480,942,000 | 10 |
| Non-managed Assets ($) | $18,229,998,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $389,183,000 | 12 |
| 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 | $49,974,000 | 15 |
| Number of Managed Accounts | $47,310,000 | 6 |
| Number of Non-Managed Accounts | $2,664,000 | 45 |
| Total fiduciary and related assets | $74,494,835,000 | 17 |
| Managed Assets ($) | $59,371,725,000 | 10 |
| Non-managed Assets ($) | $15,123,110,000 | 31 |
| Memoranda |
| Gross Fiduciary activities income | $305,493,000 | 14 |
| 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 | $48,243,000 | 16 |
| Number of Managed Accounts | $45,668,000 | 6 |
| Number of Non-Managed Accounts | $2,575,000 | 46 |
| Total fiduciary and related assets | $77,063,678,000 | 20 |
| Managed Assets ($) | $61,496,237,000 | 11 |
| Non-managed Assets ($) | $15,567,441,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $205,989,000 | 15 |
| 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 | $47,885,000 | 15 |
| Number of Managed Accounts | $45,350,000 | 6 |
| Number of Non-Managed Accounts | $2,535,000 | 43 |
| Total fiduciary and related assets | $79,502,449,000 | 19 |
| Managed Assets ($) | $62,701,466,000 | 10 |
| Non-managed Assets ($) | $16,800,983,000 | 31 |
| Memoranda |
| Gross Fiduciary activities income | $104,985,000 | 13 |
| 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 | $49,383,000 | 15 |
| Number of Managed Accounts | $46,814,000 | 6 |
| Number of Non-Managed Accounts | $2,569,000 | 47 |
| Total fiduciary and related assets | $85,647,737,000 | 20 |
| Managed Assets ($) | $68,818,259,000 | 10 |
| Non-managed Assets ($) | $16,829,478,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $418,807,000 | 14 |
| 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 | $50,011,000 | 15 |
| Number of Managed Accounts | $47,404,000 | 6 |
| Number of Non-Managed Accounts | $2,607,000 | 43 |
| Total fiduciary and related assets | $87,199,571,000 | 20 |
| Managed Assets ($) | $70,023,345,000 | 11 |
| Non-managed Assets ($) | $17,176,226,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $308,272,000 | 12 |
| 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 | $42,584,000 | 15 |
| Number of Managed Accounts | $40,224,000 | 6 |
| Number of Non-Managed Accounts | $2,360,000 | 44 |
| Total fiduciary and related assets | $67,649,601,000 | 23 |
| Managed Assets ($) | $51,344,440,000 | 14 |
| Non-managed Assets ($) | $16,305,161,000 | 32 |
| Memoranda |
| Gross Fiduciary activities income | $173,959,000 | 15 |
| 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 | $42,382,000 | 16 |
| Number of Managed Accounts | $40,004,000 | 7 |
| Number of Non-Managed Accounts | $2,378,000 | 43 |
| Total fiduciary and related assets | $65,973,160,000 | 24 |
| Managed Assets ($) | $50,037,947,000 | 15 |
| Non-managed Assets ($) | $15,935,213,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $85,917,000 | 15 |
| 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 | $42,146,000 | 16 |
| Number of Managed Accounts | $39,739,000 | 7 |
| Number of Non-Managed Accounts | $2,407,000 | 49 |
| Total fiduciary and related assets | $66,719,928,000 | 23 |
| Managed Assets ($) | $50,269,390,000 | 15 |
| Non-managed Assets ($) | $16,450,538,000 | 33 |
| Memoranda |
| Gross Fiduciary activities income | $328,572,000 | 16 |
| 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 | $42,125,000 | 16 |
| Number of Managed Accounts | $39,725,000 | 6 |
| Number of Non-Managed Accounts | $2,400,000 | 45 |
| Total fiduciary and related assets | $64,709,598,000 | 25 |
| Managed Assets ($) | $48,843,508,000 | 16 |
| Non-managed Assets ($) | $15,866,090,000 | 32 |
| Memoranda |
| Gross Fiduciary activities income | $243,179,000 | 17 |
| 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 | $42,007,000 | 17 |
| Number of Managed Accounts | $39,566,000 | 6 |
| Number of Non-Managed Accounts | $2,441,000 | 46 |
| Total fiduciary and related assets | $62,993,341,000 | 24 |
| Managed Assets ($) | $47,162,357,000 | 16 |
| Non-managed Assets ($) | $15,830,984,000 | 33 |
| Memoranda |
| Gross Fiduciary activities income | $162,606,000 | 17 |
| 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 | $41,728,000 | 18 |
| Number of Managed Accounts | $39,062,000 | 6 |
| Number of Non-Managed Accounts | $2,666,000 | 46 |
| Total fiduciary and related assets | $64,186,884,000 | 23 |
| Managed Assets ($) | $46,757,244,000 | 16 |
| Non-managed Assets ($) | $17,429,640,000 | 29 |
| Memoranda |
| Gross Fiduciary activities income | $80,598,000 | 17 |
| 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 | $41,367,000 | 19 |
| Number of Managed Accounts | $38,589,000 | 7 |
| Number of Non-Managed Accounts | $2,778,000 | 49 |
| Total fiduciary and related assets | $63,166,977,000 | 24 |
| Managed Assets ($) | $45,909,453,000 | 18 |
| Non-managed Assets ($) | $17,257,524,000 | 29 |
| Memoranda |
| Gross Fiduciary activities income | $313,301,000 | 18 |
| 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 | $41,318,000 | 16 |
| Number of Managed Accounts | $38,447,000 | 6 |
| Number of Non-Managed Accounts | $2,871,000 | 44 |
| Total fiduciary and related assets | $64,035,713,000 | 23 |
| Managed Assets ($) | $47,291,346,000 | 18 |
| Non-managed Assets ($) | $16,744,367,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $233,213,000 | 18 |
| 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 | $41,175,000 | 17 |
| Number of Managed Accounts | $38,331,000 | 7 |
| Number of Non-Managed Accounts | $2,844,000 | 45 |
| Total fiduciary and related assets | $63,318,361,000 | 22 |
| Managed Assets ($) | $47,071,833,000 | 18 |
| Non-managed Assets ($) | $16,246,528,000 | 31 |
| Memoranda |
| Gross Fiduciary activities income | $152,048,000 | 18 |
| 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 | $39,316,000 | 18 |
| Number of Managed Accounts | $36,886,000 | 8 |
| Number of Non-Managed Accounts | $2,430,000 | 50 |
| Total fiduciary and related assets | $59,680,275,000 | 25 |
| Managed Assets ($) | $46,117,655,000 | 18 |
| Non-managed Assets ($) | $13,562,620,000 | 33 |
| Memoranda |
| Gross Fiduciary activities income | $75,432,000 | 19 |
| 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 | $39,060,000 | 19 |
| Number of Managed Accounts | $36,527,000 | 8 |
| Number of Non-Managed Accounts | $2,533,000 | 55 |
| Total fiduciary and related assets | $61,225,800,000 | 26 |
| Managed Assets ($) | $47,294,889,000 | 18 |
| Non-managed Assets ($) | $13,930,911,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $296,226,000 | 18 |
| 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 | $38,612,000 | 19 |
| Number of Managed Accounts | $36,078,000 | 10 |
| Number of Non-Managed Accounts | $2,534,000 | 49 |
| Total fiduciary and related assets | $59,330,315,000 | 25 |
| Managed Assets ($) | $45,892,605,000 | 18 |
| Non-managed Assets ($) | $13,437,710,000 | 36 |
| Memoranda |
| Gross Fiduciary activities income | $223,552,000 | 17 |
| 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 | $38,983,000 | 19 |
| Number of Managed Accounts | $36,485,000 | 10 |
| Number of Non-Managed Accounts | $2,498,000 | 49 |
| Total fiduciary and related assets | $62,090,369,000 | 24 |
| Managed Assets ($) | $48,664,031,000 | 18 |
| Non-managed Assets ($) | $13,426,338,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $151,025,000 | 16 |
| 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 | $39,299,000 | 18 |
| Number of Managed Accounts | $36,753,000 | 9 |
| Number of Non-Managed Accounts | $2,546,000 | 50 |
| Total fiduciary and related assets | $64,121,833,000 | 23 |
| Managed Assets ($) | $50,439,999,000 | 17 |
| Non-managed Assets ($) | $13,681,834,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $77,283,000 | 17 |
| 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 | $38,256,000 | 19 |
| Number of Managed Accounts | $35,697,000 | 8 |
| Number of Non-Managed Accounts | $2,559,000 | 54 |
| Total fiduciary and related assets | $62,332,393,000 | 23 |
| Managed Assets ($) | $49,717,321,000 | 17 |
| Non-managed Assets ($) | $12,615,072,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $291,582,000 | 18 |
| 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 | $38,900,000 | 19 |
| Number of Managed Accounts | $36,230,000 | 7 |
| Number of Non-Managed Accounts | $2,670,000 | 55 |
| Total fiduciary and related assets | $59,291,932,000 | 24 |
| Managed Assets ($) | $47,589,162,000 | 18 |
| Non-managed Assets ($) | $11,702,770,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $216,626,000 | 16 |
| 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 | $39,193,000 | 19 |
| Number of Managed Accounts | $36,416,000 | 7 |
| Number of Non-Managed Accounts | $2,777,000 | 57 |
| Total fiduciary and related assets | $59,603,579,000 | 23 |
| Managed Assets ($) | $47,811,114,000 | 17 |
| Non-managed Assets ($) | $11,792,465,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $143,541,000 | 16 |
| 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 | $39,943,000 | 19 |
| Number of Managed Accounts | $36,863,000 | 8 |
| Number of Non-Managed Accounts | $3,080,000 | 52 |
| Total fiduciary and related assets | $56,558,307,000 | 22 |
| Managed Assets ($) | $45,836,251,000 | 16 |
| Non-managed Assets ($) | $10,722,056,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $70,457,000 | 17 |
| 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 | $40,332,000 | 17 |
| Number of Managed Accounts | $37,040,000 | 8 |
| Number of Non-Managed Accounts | $3,292,000 | 51 |
| Total fiduciary and related assets | $58,098,235,000 | 24 |
| Managed Assets ($) | $46,585,033,000 | 16 |
| Non-managed Assets ($) | $11,513,202,000 | 41 |
| Memoranda |
| Gross Fiduciary activities income | $308,291,000 | 16 |
| 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 | $42,017,000 | 15 |
| Number of Managed Accounts | $38,202,000 | 8 |
| Number of Non-Managed Accounts | $3,815,000 | 43 |
| Total fiduciary and related assets | $66,092,196,000 | 21 |
| Managed Assets ($) | $54,935,576,000 | 15 |
| Non-managed Assets ($) | $11,156,620,000 | 40 |
| Memoranda |
| Gross Fiduciary activities income | $365,434,000 | 13 |
| 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 | $771,456,000 | 6 |
| 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 | $634,045,000 | 7 |
| 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 | $636,629,000 | 9 |
| 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 | $462,220,000 | 7 |
| 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 | $327,870,000 | 10 |
| 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 | $48,211,000 | 49 |
| 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 | $43,810,000 | 54 |
| 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 | $34,789,000 | 63 |
| 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 | $34,451,000 | 59 |
