| 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 | $5,268,000 | 56 |
| Number of Managed Accounts | $4,409,000 | 44 |
| Number of Non-Managed Accounts | $859,000 | 75 |
| Total fiduciary and related assets | $4,945,870,000 | 78 |
| Managed Assets ($) | $3,560,262,000 | 62 |
| Non-managed Assets ($) | $1,385,608,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $14,820,000 | 56 |
| 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 | $5,214,000 | 55 |
| Number of Managed Accounts | $4,348,000 | 43 |
| Number of Non-Managed Accounts | $866,000 | 74 |
| Total fiduciary and related assets | $4,838,391,000 | 78 |
| Managed Assets ($) | $3,505,448,000 | 61 |
| Non-managed Assets ($) | $1,332,943,000 | 91 |
| Memoranda |
| Gross Fiduciary activities income | $7,318,000 | 56 |
| 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 | $5,221,000 | 58 |
| Number of Managed Accounts | $4,364,000 | 43 |
| Number of Non-Managed Accounts | $857,000 | 88 |
| Total fiduciary and related assets | $4,737,961,000 | 77 |
| Managed Assets ($) | $3,460,292,000 | 62 |
| Non-managed Assets ($) | $1,277,669,000 | 93 |
| Memoranda |
| Gross Fiduciary activities income | $25,993,000 | 58 |
| 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 | $5,142,000 | 60 |
| Number of Managed Accounts | $4,277,000 | 46 |
| Number of Non-Managed Accounts | $865,000 | 79 |
| Total fiduciary and related assets | $4,265,780,000 | 84 |
| Managed Assets ($) | $3,081,910,000 | 68 |
| Non-managed Assets ($) | $1,183,870,000 | 99 |
| Memoranda |
| Gross Fiduciary activities income | $19,036,000 | 63 |
| 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 | $5,173,000 | 61 |
| Number of Managed Accounts | $4,269,000 | 48 |
| Number of Non-Managed Accounts | $904,000 | 77 |
| Total fiduciary and related assets | $4,107,204,000 | 90 |
| Managed Assets ($) | $2,949,596,000 | 72 |
| Non-managed Assets ($) | $1,157,608,000 | 107 |
| Memoranda |
| Gross Fiduciary activities income | $12,762,000 | 67 |
| 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 | $5,213,000 | 58 |
| Number of Managed Accounts | $4,251,000 | 49 |
| Number of Non-Managed Accounts | $962,000 | 74 |
| Total fiduciary and related assets | $4,186,141,000 | 90 |
| Managed Assets ($) | $2,985,333,000 | 72 |
| Non-managed Assets ($) | $1,200,808,000 | 106 |
| Memoranda |
| Gross Fiduciary activities income | $6,374,000 | 63 |
| 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 | $5,250,000 | 64 |
| Number of Managed Accounts | $4,251,000 | 51 |
| Number of Non-Managed Accounts | $999,000 | 84 |
| Total fiduciary and related assets | $4,083,732,000 | 88 |
| Managed Assets ($) | $2,946,205,000 | 74 |
| Non-managed Assets ($) | $1,137,527,000 | 108 |
| Memoranda |
| Gross Fiduciary activities income | $22,209,000 | 69 |
| 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 | $5,242,000 | 61 |
| Number of Managed Accounts | $4,252,000 | 49 |
| Number of Non-Managed Accounts | $990,000 | 71 |
| Total fiduciary and related assets | $3,916,255,000 | 90 |
| Managed Assets ($) | $2,946,002,000 | 73 |
| Non-managed Assets ($) | $970,253,000 | 110 |
| Memoranda |
| Gross Fiduciary activities income | $16,407,000 | 71 |
| 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 | $5,258,000 | 60 |
| Number of Managed Accounts | $4,226,000 | 47 |
| Number of Non-Managed Accounts | $1,032,000 | 72 |
| Total fiduciary and related assets | $3,734,037,000 | 90 |
| Managed Assets ($) | $2,809,933,000 | 72 |
| Non-managed Assets ($) | $924,104,000 | 109 |
| Memoranda |
| Gross Fiduciary activities income | $10,809,000 | 71 |
| 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 | $5,010,000 | 66 |
| Number of Managed Accounts | $4,015,000 | 49 |
| Number of Non-Managed Accounts | $995,000 | 75 |
| Total fiduciary and related assets | $3,598,793,000 | 94 |
| Managed Assets ($) | $2,693,309,000 | 77 |
| Non-managed Assets ($) | $905,484,000 | 116 |
| Memoranda |
| Gross Fiduciary activities income | $5,414,000 | 74 |
| 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 | $5,029,000 | 74 |
| Number of Managed Accounts | $4,017,000 | 52 |
| Number of Non-Managed Accounts | $1,012,000 | 90 |
| Total fiduciary and related assets | $3,577,151,000 | 97 |
| Managed Assets ($) | $2,674,838,000 | 80 |
| Non-managed Assets ($) | $902,313,000 | 118 |
| Memoranda |
| Gross Fiduciary activities income | $18,281,000 | 76 |
| 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 | $4,970,000 | 68 |
| Number of Managed Accounts | $3,899,000 | 51 |
| Number of Non-Managed Accounts | $1,071,000 | 79 |
| Total fiduciary and related assets | $3,329,606,000 | 99 |
| Managed Assets ($) | $2,423,326,000 | 81 |
| Non-managed Assets ($) | $906,280,000 | 116 |
| Memoranda |
| Gross Fiduciary activities income | $13,285,000 | 80 |
| 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 | $4,148,000 | 75 |
| Number of Managed Accounts | $3,215,000 | 63 |
| Number of Non-Managed Accounts | $933,000 | 92 |
| Total fiduciary and related assets | $2,788,056,000 | 111 |
| Managed Assets ($) | $2,028,704,000 | 88 |
| Non-managed Assets ($) | $759,352,000 | 127 |
| Memoranda |
| Gross Fiduciary activities income | $8,206,000 | 86 |
| 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 | $4,162,000 | 76 |
| Number of Managed Accounts | $3,238,000 | 63 |
| Number of Non-Managed Accounts | $924,000 | 91 |
| Total fiduciary and related assets | $2,814,671,000 | 109 |
| Managed Assets ($) | $2,041,143,000 | 90 |
| Non-managed Assets ($) | $773,528,000 | 125 |
| Memoranda |
| Gross Fiduciary activities income | $4,105,000 | 87 |
| 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 | $4,154,000 | 81 |
| Number of Managed Accounts | $3,229,000 | 67 |
| Number of Non-Managed Accounts | $925,000 | 104 |
| Total fiduciary and related assets | $2,747,757,000 | 115 |
| Managed Assets ($) | $2,007,332,000 | 91 |
| Non-managed Assets ($) | $740,425,000 | 128 |
| Memoranda |
| Gross Fiduciary activities income | $14,348,000 | 92 |
| 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 | $4,263,000 | 78 |
| Number of Managed Accounts | $3,210,000 | 63 |
| Number of Non-Managed Accounts | $1,053,000 | 88 |
| Total fiduciary and related assets | $2,544,009,000 | 120 |
| Managed Assets ($) | $1,848,228,000 | 95 |
| Non-managed Assets ($) | $695,781,000 | 135 |
| Memoranda |
| Gross Fiduciary activities income | $10,576,000 | 95 |
| 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 | $4,281,000 | 79 |
| Number of Managed Accounts | $3,278,000 | 62 |
| Number of Non-Managed Accounts | $1,003,000 | 92 |
| Total fiduciary and related assets | $2,473,282,000 | 124 |
| Managed Assets ($) | $1,832,140,000 | 96 |
| Non-managed Assets ($) | $641,142,000 | 137 |
| Memoranda |
| Gross Fiduciary activities income | $6,991,000 | 95 |
| 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 | $4,416,000 | 81 |
| Number of Managed Accounts | $3,354,000 | 64 |
| Number of Non-Managed Accounts | $1,062,000 | 93 |
| Total fiduciary and related assets | $2,248,850,000 | 126 |
| Managed Assets ($) | $1,700,541,000 | 103 |
| Non-managed Assets ($) | $548,309,000 | 148 |
| Memoranda |
| Gross Fiduciary activities income | $3,339,000 | 99 |
| 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 | $4,527,000 | 84 |
| Number of Managed Accounts | $3,381,000 | 67 |
| Number of Non-Managed Accounts | $1,146,000 | 90 |
| Total fiduciary and related assets | $2,281,860,000 | 124 |
| Managed Assets ($) | $1,713,561,000 | 101 |
| Non-managed Assets ($) | $568,299,000 | 147 |
| Memoranda |
| Gross Fiduciary activities income | $13,479,000 | 98 |
| 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 | $4,894,000 | 73 |
| Number of Managed Accounts | $3,540,000 | 61 |
| Number of Non-Managed Accounts | $1,354,000 | 79 |
| Total fiduciary and related assets | $2,090,694,000 | 120 |
| Managed Assets ($) | $1,443,253,000 | 106 |
| Non-managed Assets ($) | $647,441,000 | 128 |
| Memoranda |
| Gross Fiduciary activities income | $14,432,000 | 96 |
| 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 | NA | NA |
| 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 | NA | NA |
