| 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 | $527,693,000 | 3 |
| Number of Managed Accounts | $52,061,000 | 9 |
| Number of Non-Managed Accounts | $475,632,000 | 3 |
| Total fiduciary and related assets | $1,841,954,077,000 | 4 |
| Managed Assets ($) | $102,290,111,000 | 12 |
| Non-managed Assets ($) | $1,739,663,966,000 | 2 |
| Memoranda |
| Gross Fiduciary activities income | $1,704,493,000 | 7 |
| 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 | $547,857,000 | 3 |
| Number of Managed Accounts | $52,332,000 | 8 |
| Number of Non-Managed Accounts | $495,525,000 | 3 |
| Total fiduciary and related assets | $1,810,484,875,000 | 4 |
| Managed Assets ($) | $98,032,335,000 | 12 |
| Non-managed Assets ($) | $1,712,452,540,000 | 3 |
| Memoranda |
| Gross Fiduciary activities income | $1,268,835,000 | 7 |
| 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 | $556,312,000 | 3 |
| Number of Managed Accounts | $52,783,000 | 8 |
| Number of Non-Managed Accounts | $503,529,000 | 3 |
| Total fiduciary and related assets | $1,813,131,016,000 | 4 |
| Managed Assets ($) | $102,355,478,000 | 11 |
| Non-managed Assets ($) | $1,710,775,538,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $827,897,000 | 7 |
| 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 | $552,963,000 | 3 |
| Number of Managed Accounts | $52,377,000 | 8 |
| Number of Non-Managed Accounts | $500,586,000 | 3 |
| Total fiduciary and related assets | $1,805,503,121,000 | 4 |
| Managed Assets ($) | $112,602,368,000 | 11 |
| Non-managed Assets ($) | $1,692,900,753,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $392,380,000 | 8 |
| 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 | $551,635,000 | 3 |
| Number of Managed Accounts | $52,088,000 | 8 |
| Number of Non-Managed Accounts | $499,547,000 | 3 |
| Total fiduciary and related assets | $1,780,805,813,000 | 4 |
| Managed Assets ($) | $116,845,634,000 | 11 |
| Non-managed Assets ($) | $1,663,960,179,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $1,507,228,000 | 7 |
| 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 | $559,183,000 | 4 |
| Number of Managed Accounts | $51,831,000 | 8 |
| Number of Non-Managed Accounts | $507,352,000 | 3 |
| Total fiduciary and related assets | $1,689,297,639,000 | 4 |
| Managed Assets ($) | $111,353,512,000 | 11 |
| Non-managed Assets ($) | $1,577,944,127,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $1,114,813,000 | 8 |
| 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 | $562,852,000 | 4 |
| Number of Managed Accounts | $51,465,000 | 8 |
| Number of Non-Managed Accounts | $511,387,000 | 3 |
| Total fiduciary and related assets | $1,612,942,685,000 | 4 |
| Managed Assets ($) | $111,717,814,000 | 11 |
| Non-managed Assets ($) | $1,501,224,871,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $736,541,000 | 8 |
| 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 | $555,583,000 | 4 |
| Number of Managed Accounts | $51,700,000 | 8 |
| Number of Non-Managed Accounts | $503,883,000 | 3 |
| Total fiduciary and related assets | $1,536,903,611,000 | 4 |
| Managed Assets ($) | $108,685,850,000 | 11 |
| Non-managed Assets ($) | $1,428,217,761,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $364,805,000 | 8 |
| 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 | $563,345,000 | 4 |
| Number of Managed Accounts | $51,534,000 | 8 |
| Number of Non-Managed Accounts | $511,811,000 | 3 |
| Total fiduciary and related assets | $1,477,067,695,000 | 4 |
| Managed Assets ($) | $105,743,026,000 | 11 |
| Non-managed Assets ($) | $1,371,324,669,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $1,420,960,000 | 8 |
| 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 | $569,413,000 | 4 |
| Number of Managed Accounts | $51,477,000 | 8 |
| Number of Non-Managed Accounts | $517,936,000 | 3 |
| Total fiduciary and related assets | $1,388,781,382,000 | 4 |
| Managed Assets ($) | $96,560,317,000 | 11 |
| Non-managed Assets ($) | $1,292,221,065,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $1,059,629,000 | 8 |
| 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 | $567,918,000 | 4 |
| Number of Managed Accounts | $51,295,000 | 8 |
| Number of Non-Managed Accounts | $516,623,000 | 3 |
| Total fiduciary and related assets | $1,367,313,622,000 | 4 |
| Managed Assets ($) | $91,192,817,000 | 11 |
| Non-managed Assets ($) | $1,276,120,805,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $703,247,000 | 8 |
| 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 | $566,028,000 | 4 |
| Number of Managed Accounts | $50,681,000 | 8 |
| Number of Non-Managed Accounts | $515,347,000 | 3 |
| Total fiduciary and related assets | $1,319,417,004,000 | 4 |
| Managed Assets ($) | $82,941,377,000 | 11 |
| Non-managed Assets ($) | $1,236,475,627,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $350,231,000 | 8 |
| 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 | $567,558,000 | 4 |
| Number of Managed Accounts | $50,705,000 | 8 |
| Number of Non-Managed Accounts | $516,853,000 | 3 |
| Total fiduciary and related assets | $1,316,297,385,000 | 4 |
| Managed Assets ($) | $93,798,533,000 | 11 |
| Non-managed Assets ($) | $1,222,498,852,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $1,372,163,000 | 8 |
| 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 | $552,776,000 | 4 |
| Number of Managed Accounts | $51,056,000 | 8 |
| Number of Non-Managed Accounts | $501,720,000 | 3 |
| Total fiduciary and related assets | $1,257,090,160,000 | 4 |
| Managed Assets ($) | $91,944,392,000 | 11 |
| Non-managed Assets ($) | $1,165,145,768,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $1,008,871,000 | 8 |
| 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 | $555,308,000 | 4 |
| Number of Managed Accounts | $51,241,000 | 8 |
| Number of Non-Managed Accounts | $504,067,000 | 3 |
| Total fiduciary and related assets | $1,240,267,115,000 | 4 |
| Managed Assets ($) | $93,335,379,000 | 10 |
| Non-managed Assets ($) | $1,146,931,736,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $665,296,000 | 8 |
| 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 | $554,231,000 | 4 |
| Number of Managed Accounts | $51,198,000 | 7 |
| Number of Non-Managed Accounts | $503,033,000 | 3 |
| Total fiduciary and related assets | $1,194,788,706,000 | 5 |
| Managed Assets ($) | $92,091,490,000 | 10 |
| Non-managed Assets ($) | $1,102,697,216,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $326,177,000 | 8 |
| 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 | $555,968,000 | 3 |
| Number of Managed Accounts | $51,085,000 | 8 |
| Number of Non-Managed Accounts | $504,883,000 | 3 |
| Total fiduciary and related assets | $1,148,880,073,000 | 4 |
| Managed Assets ($) | $83,699,823,000 | 10 |
| Non-managed Assets ($) | $1,065,180,250,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $1,320,489,000 | 8 |
| 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 | $556,949,000 | 4 |
| Number of Managed Accounts | $51,020,000 | 7 |
| Number of Non-Managed Accounts | $505,929,000 | 4 |
| Total fiduciary and related assets | $1,122,568,635,000 | 5 |
| Managed Assets ($) | $89,693,625,000 | 10 |
| Non-managed Assets ($) | $1,032,875,010,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $985,681,000 | 8 |
| 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 | $557,655,000 | 3 |
| Number of Managed Accounts | $51,065,000 | 7 |
| Number of Non-Managed Accounts | $506,590,000 | 3 |
| Total fiduciary and related assets | $1,099,210,225,000 | 5 |
| Managed Assets ($) | $87,091,569,000 | 10 |
| Non-managed Assets ($) | $1,012,118,656,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $653,754,000 | 8 |
| 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 | $559,282,000 | 3 |
| Number of Managed Accounts | $50,986,000 | 7 |
| Number of Non-Managed Accounts | $508,296,000 | 3 |
| Total fiduciary and related assets | $1,066,674,651,000 | 5 |
| Managed Assets ($) | $86,710,526,000 | 10 |
| Non-managed Assets ($) | $979,964,125,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $325,420,000 | 8 |
| 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 | $560,658,000 | 3 |
| Number of Managed Accounts | $50,698,000 | 7 |
| Number of Non-Managed Accounts | $509,960,000 | 3 |
| Total fiduciary and related assets | $1,035,481,548,000 | 6 |
| Managed Assets ($) | $85,962,757,000 | 10 |
| Non-managed Assets ($) | $949,518,791,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $1,237,344,000 | 8 |
| 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 | $553,437,000 | 3 |
| Number of Managed Accounts | $50,562,000 | 7 |
| Number of Non-Managed Accounts | $502,875,000 | 3 |
| Total fiduciary and related assets | $959,355,096,000 | 7 |
| Managed Assets ($) | $83,114,495,000 | 10 |
| Non-managed Assets ($) | $876,240,601,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $916,047,000 | 8 |
| 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 | $553,831,000 | 3 |
| Number of Managed Accounts | $50,569,000 | 7 |
| Number of Non-Managed Accounts | $503,262,000 | 3 |
| Total fiduciary and related assets | $953,282,225,000 | 6 |
| Managed Assets ($) | $79,979,223,000 | 10 |
| Non-managed Assets ($) | $873,303,002,000 | 4 |
| Memoranda |
| Gross Fiduciary activities income | $612,282,000 | 8 |
| 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 | $554,734,000 | 3 |
| Number of Managed Accounts | $50,612,000 | 7 |
| Number of Non-Managed Accounts | $504,122,000 | 3 |
| Total fiduciary and related assets | $921,827,333,000 | 6 |
| Managed Assets ($) | $78,793,560,000 | 10 |
| Non-managed Assets ($) | $843,033,773,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $304,128,000 | 8 |
| 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 | $557,236,000 | 2 |
| Number of Managed Accounts | $50,444,000 | 7 |
| Number of Non-Managed Accounts | $506,792,000 | 3 |
| Total fiduciary and related assets | $896,256,615,000 | 6 |
| Managed Assets ($) | $76,353,844,000 | 10 |
| Non-managed Assets ($) | $819,902,771,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $1,177,406,000 | 8 |
| 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 | $563,162,000 | 2 |
| Number of Managed Accounts | $50,177,000 | 7 |
| Number of Non-Managed Accounts | $512,985,000 | 2 |
| Total fiduciary and related assets | $873,000,378,000 | 6 |
| Managed Assets ($) | $76,732,952,000 | 10 |
| Non-managed Assets ($) | $796,267,426,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $873,399,000 | 8 |
| 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 | $573,008,000 | 2 |
| Number of Managed Accounts | $50,418,000 | 7 |
| Number of Non-Managed Accounts | $522,590,000 | 2 |
| Total fiduciary and related assets | $849,818,154,000 | 6 |
| Managed Assets ($) | $74,935,510,000 | 10 |
| Non-managed Assets ($) | $774,882,644,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $573,639,000 | 8 |
| 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 | $581,598,000 | 2 |
| Number of Managed Accounts | $50,407,000 | 7 |
| Number of Non-Managed Accounts | $531,191,000 | 2 |
| Total fiduciary and related assets | $809,855,256,000 | 7 |
| Managed Assets ($) | $72,777,874,000 | 10 |
| Non-managed Assets ($) | $737,077,382,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $278,965,000 | 8 |
| 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 | $595,825,000 | 2 |
| Number of Managed Accounts | $50,289,000 | 7 |
| Number of Non-Managed Accounts | $545,536,000 | 2 |
| Total fiduciary and related assets | $790,738,506,000 | 7 |
| Managed Assets ($) | $71,421,773,000 | 10 |
| Non-managed Assets ($) | $719,316,733,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $1,087,932,000 | 8 |
| 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 | $633,244,000 | 2 |
| Number of Managed Accounts | $50,438,000 | 7 |
| Number of Non-Managed Accounts | $582,806,000 | 2 |
| Total fiduciary and related assets | $781,133,553,000 | 7 |
| Managed Assets ($) | $70,103,313,000 | 10 |
| Non-managed Assets ($) | $711,030,240,000 | 5 |
| Memoranda |
| Gross Fiduciary activities income | $810,135,000 | 8 |
| 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 | $652,116,000 | 2 |
| Number of Managed Accounts | $50,484,000 | 8 |
| Number of Non-Managed Accounts | $601,632,000 | 2 |
| Total fiduciary and related assets | $804,673,209,000 | 7 |
| Managed Assets ($) | $72,949,560,000 | 10 |
| Non-managed Assets ($) | $731,723,649,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $540,520,000 | 8 |
| 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 | $650,902,000 | 2 |
| Number of Managed Accounts | $50,352,000 | 7 |
| Number of Non-Managed Accounts | $600,550,000 | 2 |
| Total fiduciary and related assets | $741,859,887,000 | 7 |
| Managed Assets ($) | $73,816,659,000 | 10 |
| Non-managed Assets ($) | $668,043,228,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $265,619,000 | 8 |
| 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 | $648,754,000 | 2 |
| Number of Managed Accounts | $51,427,000 | 7 |
| Number of Non-Managed Accounts | $597,327,000 | 2 |
| Total fiduciary and related assets | $716,363,561,000 | 6 |
| Managed Assets ($) | $73,009,903,000 | 10 |
| Non-managed Assets ($) | $643,353,658,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $1,033,953,000 | 8 |
| 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 | $801,314,000 | 2 |
| Number of Managed Accounts | $51,595,000 | 7 |
| Number of Non-Managed Accounts | $749,719,000 | 2 |
| Total fiduciary and related assets | $675,880,022,000 | 7 |
| Managed Assets ($) | $71,127,648,000 | 10 |
| Non-managed Assets ($) | $604,752,374,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $767,680,000 | 8 |
| 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 | $805,306,000 | 2 |
| Number of Managed Accounts | $51,271,000 | 7 |
| Number of Non-Managed Accounts | $754,035,000 | 2 |
| Total fiduciary and related assets | $665,525,259,000 | 7 |
| Managed Assets ($) | $71,689,136,000 | 10 |
| Non-managed Assets ($) | $593,836,123,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $507,352,000 | 8 |
| 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 | $788,690,000 | 3 |
| Number of Managed Accounts | $51,440,000 | 7 |
| Number of Non-Managed Accounts | $737,250,000 | 3 |
| Total fiduciary and related assets | $630,462,852,000 | 7 |
| Managed Assets ($) | $70,562,205,000 | 10 |
| Non-managed Assets ($) | $559,900,647,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $251,429,000 | 8 |
| 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 | $794,537,000 | 3 |
| Number of Managed Accounts | $53,291,000 | 7 |
| Number of Non-Managed Accounts | $741,246,000 | 3 |
| Total fiduciary and related assets | $622,602,254,000 | 7 |
| Managed Assets ($) | $70,008,199,000 | 10 |
| Non-managed Assets ($) | $552,594,055,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $998,856,000 | 8 |
| 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 | $772,375,000 | 3 |
| Number of Managed Accounts | $53,990,000 | 7 |
| Number of Non-Managed Accounts | $718,385,000 | 3 |
| Total fiduciary and related assets | $615,713,098,000 | 7 |
| Managed Assets ($) | $66,687,348,000 | 10 |
| Non-managed Assets ($) | $549,025,750,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $739,159,000 | 8 |
| 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 | $732,748,000 | 3 |
| Number of Managed Accounts | $54,102,000 | 7 |
| Number of Non-Managed Accounts | $678,646,000 | 3 |
| Total fiduciary and related assets | $615,266,855,000 | 7 |
| Managed Assets ($) | $65,030,776,000 | 10 |
| Non-managed Assets ($) | $550,236,079,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $494,483,000 | 8 |
| 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 | $728,534,000 | 3 |
| Number of Managed Accounts | $54,197,000 | 7 |
| Number of Non-Managed Accounts | $674,337,000 | 3 |
| Total fiduciary and related assets | $626,287,083,000 | 7 |
| Managed Assets ($) | $65,195,713,000 | 10 |
| Non-managed Assets ($) | $561,091,370,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $245,032,000 | 8 |
| 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 | $769,505,000 | 3 |
| Number of Managed Accounts | $54,624,000 | 7 |
| Number of Non-Managed Accounts | $714,881,000 | 3 |
| Total fiduciary and related assets | $629,943,693,000 | 7 |
| Managed Assets ($) | $62,717,943,000 | 10 |
| Non-managed Assets ($) | $567,225,750,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $931,980,000 | 8 |
| 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 | $774,179,000 | 3 |
| Number of Managed Accounts | $54,428,000 | 7 |
| Number of Non-Managed Accounts | $719,751,000 | 3 |
| Total fiduciary and related assets | $674,530,130,000 | 7 |
| Managed Assets ($) | $62,248,039,000 | 10 |
| Non-managed Assets ($) | $612,282,091,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $689,527,000 | 8 |
| 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 | $773,723,000 | 3 |
| Number of Managed Accounts | $54,570,000 | 7 |
| Number of Non-Managed Accounts | $719,153,000 | 3 |
| Total fiduciary and related assets | $689,045,068,000 | 6 |
| Managed Assets ($) | $60,498,910,000 | 10 |
| Non-managed Assets ($) | $628,546,158,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $455,071,000 | 8 |
| 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 | $803,281,000 | 3 |
| Number of Managed Accounts | $55,008,000 | 7 |
| Number of Non-Managed Accounts | $748,273,000 | 3 |
| Total fiduciary and related assets | $729,827,472,000 | 6 |
| Managed Assets ($) | $62,069,202,000 | 11 |
| Non-managed Assets ($) | $667,758,270,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $224,616,000 | 8 |
| 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 | $804,966,000 | 3 |
| Number of Managed Accounts | $54,806,000 | 7 |
| Number of Non-Managed Accounts | $750,160,000 | 3 |
| Total fiduciary and related assets | $777,031,084,000 | 6 |
| Managed Assets ($) | $57,174,457,000 | 10 |
| Non-managed Assets ($) | $719,856,627,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $919,649,000 | 8 |
| 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 | $800,707,000 | 3 |
| Number of Managed Accounts | $55,417,000 | 5 |
| Number of Non-Managed Accounts | $745,290,000 | 3 |
| Total fiduciary and related assets | $803,602,348,000 | 6 |
| Managed Assets ($) | $55,422,772,000 | 8 |
| Non-managed Assets ($) | $748,179,576,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $755,844,000 | 8 |
| 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 | $801,745,000 | 3 |
| Number of Managed Accounts | $55,926,000 | 5 |
| Number of Non-Managed Accounts | $745,819,000 | 3 |
| Total fiduciary and related assets | $674,603,368,000 | 7 |
| Managed Assets ($) | $60,517,664,000 | 8 |
| Non-managed Assets ($) | $614,085,704,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $510,246,000 | 8 |
| 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 | $801,258,000 | 3 |
| Number of Managed Accounts | $56,503,000 | 5 |
| Number of Non-Managed Accounts | $744,755,000 | 3 |
| Total fiduciary and related assets | $714,191,936,000 | 6 |
| Managed Assets ($) | $60,950,710,000 | 8 |
| Non-managed Assets ($) | $653,241,226,000 | 6 |
| Memoranda |
| Gross Fiduciary activities income | $251,582,000 | 8 |
| 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 | $778,227,000 | 3 |
| Number of Managed Accounts | $56,899,000 | 5 |
| Number of Non-Managed Accounts | $721,328,000 | 3 |
| Total fiduciary and related assets | $558,777,205,000 | 10 |
| Managed Assets ($) | $59,552,894,000 | 8 |
| Non-managed Assets ($) | $499,224,311,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $955,155,000 | 8 |
| 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 | $786,639,000 | 3 |
| Number of Managed Accounts | $59,153,000 | 5 |
| Number of Non-Managed Accounts | $727,486,000 | 3 |
| Total fiduciary and related assets | $577,247,546,000 | 7 |
| Managed Assets ($) | $57,812,364,000 | 9 |
| Non-managed Assets ($) | $519,435,182,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $709,277,000 | 8 |
| 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 | $791,794,000 | 3 |
| Number of Managed Accounts | $59,899,000 | 5 |
| Number of Non-Managed Accounts | $731,895,000 | 3 |
| Total fiduciary and related assets | $614,677,701,000 | 7 |
| Managed Assets ($) | $55,682,088,000 | 8 |
| Non-managed Assets ($) | $558,995,613,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $477,011,000 | 8 |
| 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 | $801,772,000 | 3 |
| Number of Managed Accounts | $60,524,000 | 5 |
| Number of Non-Managed Accounts | $741,248,000 | 3 |
| Total fiduciary and related assets | $614,692,400,000 | 8 |
| Managed Assets ($) | $59,179,912,000 | 8 |
| Non-managed Assets ($) | $555,512,488,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $238,682,000 | 8 |
| 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 | $813,124,000 | 4 |
| Number of Managed Accounts | $61,587,000 | 4 |
| Number of Non-Managed Accounts | $751,537,000 | 4 |
| Total fiduciary and related assets | $631,497,428,000 | 7 |
| Managed Assets ($) | $58,993,940,000 | 8 |
| Non-managed Assets ($) | $572,503,488,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $989,542,000 | 7 |
| 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 | $716,581,000 | 4 |
| Number of Managed Accounts | $61,569,000 | 4 |
| Number of Non-Managed Accounts | $655,012,000 | 4 |
| Total fiduciary and related assets | $625,277,468,000 | 7 |
| Managed Assets ($) | $58,527,151,000 | 10 |
| Non-managed Assets ($) | $566,750,317,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $745,530,000 | 7 |
| 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 | $724,047,000 | 4 |
| Number of Managed Accounts | $62,428,000 | 4 |
| Number of Non-Managed Accounts | $661,619,000 | 4 |
| Total fiduciary and related assets | $630,937,276,000 | 7 |
| Managed Assets ($) | $54,962,425,000 | 9 |
| Non-managed Assets ($) | $575,974,851,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $494,666,000 | 7 |
| 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 | $732,479,000 | 3 |
| Number of Managed Accounts | $63,255,000 | 4 |
| Number of Non-Managed Accounts | $669,224,000 | 3 |
| Total fiduciary and related assets | $625,998,160,000 | 7 |
| Managed Assets ($) | $52,827,696,000 | 9 |
| Non-managed Assets ($) | $573,170,464,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $242,046,000 | 7 |
| 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 | $751,236,000 | 4 |
| Number of Managed Accounts | $64,046,000 | 4 |
| Number of Non-Managed Accounts | $687,190,000 | 4 |
| Total fiduciary and related assets | $660,457,599,000 | 7 |
| Managed Assets ($) | $56,770,635,000 | 8 |
| Non-managed Assets ($) | $603,686,964,000 | 7 |
| Memoranda |
| Gross Fiduciary activities income | $1,103,295,000 | 7 |
| 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 | $759,061,000 | 4 |
| Number of Managed Accounts | $63,834,000 | 3 |
| Number of Non-Managed Accounts | $695,227,000 | 4 |
| Total fiduciary and related assets | $700,248,742,000 | 7 |
| Managed Assets ($) | $62,852,002,000 | 9 |
| Non-managed Assets ($) | $637,396,740,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $847,508,000 | 7 |
| 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 | $765,364,000 | 4 |
| Number of Managed Accounts | $64,908,000 | 3 |
| Number of Non-Managed Accounts | $700,456,000 | 4 |
| Total fiduciary and related assets | $699,703,639,000 | 9 |
| Managed Assets ($) | $66,379,989,000 | 9 |
| Non-managed Assets ($) | $633,323,650,000 | 10 |
| Memoranda |
| Gross Fiduciary activities income | $573,718,000 | 8 |
| 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 | $760,211,000 | 3 |
| Number of Managed Accounts | $64,961,000 | 3 |
| Number of Non-Managed Accounts | $695,250,000 | 3 |
| Total fiduciary and related assets | $695,114,955,000 | 9 |
| Managed Assets ($) | $67,714,143,000 | 8 |
| Non-managed Assets ($) | $627,400,812,000 | 10 |
| Memoranda |
| Gross Fiduciary activities income | $280,723,000 | 8 |
| 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 | $761,790,000 | 3 |
| Number of Managed Accounts | $65,117,000 | 3 |
| Number of Non-Managed Accounts | $696,673,000 | 3 |
| Total fiduciary and related assets | $730,004,452,000 | 9 |
| Managed Assets ($) | $70,978,381,000 | 9 |
| Non-managed Assets ($) | $659,026,071,000 | 10 |
| Memoranda |
| Gross Fiduciary activities income | $1,122,253,000 | 8 |
| 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 | $761,204,000 | 3 |
| Number of Managed Accounts | $64,076,000 | 3 |
| Number of Non-Managed Accounts | $697,128,000 | 3 |
| Total fiduciary and related assets | $721,383,507,000 | 8 |
| Managed Assets ($) | $72,622,060,000 | 10 |
| Non-managed Assets ($) | $648,761,447,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $832,709,000 | 8 |
| 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 | $742,593,000 | 3 |
| Number of Managed Accounts | $64,898,000 | 3 |
| Number of Non-Managed Accounts | $677,695,000 | 3 |
| Total fiduciary and related assets | $700,647,139,000 | 7 |
| Managed Assets ($) | $74,391,455,000 | 10 |
| Non-managed Assets ($) | $626,255,684,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $562,647,000 | 8 |
| 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 | $738,148,000 | 4 |
| Number of Managed Accounts | $63,312,000 | 4 |
| Number of Non-Managed Accounts | $674,836,000 | 3 |
| Total fiduciary and related assets | $680,380,580,000 | 8 |
| Managed Assets ($) | $73,498,430,000 | 11 |
| Non-managed Assets ($) | $606,882,150,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $272,419,000 | 7 |
| 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 | $732,001,000 | 4 |
| Number of Managed Accounts | $63,147,000 | 4 |
| Number of Non-Managed Accounts | $668,854,000 | 3 |
| Total fiduciary and related assets | $692,774,003,000 | 8 |
| Managed Assets ($) | $72,205,247,000 | 12 |
| Non-managed Assets ($) | $620,568,756,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $1,057,944,000 | 7 |
| 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 | $728,285,000 | 4 |
| Number of Managed Accounts | $63,053,000 | 4 |
| Number of Non-Managed Accounts | $665,232,000 | 3 |
| Total fiduciary and related assets | $646,469,288,000 | 8 |
| Managed Assets ($) | $70,034,203,000 | 12 |
| Non-managed Assets ($) | $576,435,085,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $782,965,000 | 7 |
| 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 | $698,591,000 | 4 |
| Number of Managed Accounts | $63,285,000 | 4 |
| Number of Non-Managed Accounts | $635,306,000 | 3 |
| Total fiduciary and related assets | $581,770,822,000 | 8 |
| Managed Assets ($) | $67,649,135,000 | 12 |
| Non-managed Assets ($) | $514,121,687,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $517,715,000 | 7 |
| 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 | $687,847,000 | 4 |
| Number of Managed Accounts | $63,359,000 | 4 |
| Number of Non-Managed Accounts | $624,488,000 | 3 |
| Total fiduciary and related assets | $571,432,683,000 | 8 |
| Managed Assets ($) | $70,162,620,000 | 12 |
| Non-managed Assets ($) | $501,270,063,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $250,313,000 | 7 |
| 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 | $748,061,000 | 4 |
| Number of Managed Accounts | $62,617,000 | 5 |
| Number of Non-Managed Accounts | $685,444,000 | 3 |
| Total fiduciary and related assets | $556,790,553,000 | 8 |
| Managed Assets ($) | $67,350,336,000 | 11 |
| Non-managed Assets ($) | $489,440,217,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $732,789,000 | 9 |
| 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 | $769,646,000 | 4 |
| Number of Managed Accounts | $62,657,000 | 5 |
| Number of Non-Managed Accounts | $706,989,000 | 3 |
| Total fiduciary and related assets | $559,132,715,000 | 8 |
| Managed Assets ($) | $67,059,929,000 | 11 |
| Non-managed Assets ($) | $492,072,786,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $546,527,000 | 9 |
| 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 | $764,043,000 | 4 |
| Number of Managed Accounts | $64,191,000 | 4 |
| Number of Non-Managed Accounts | $699,852,000 | 3 |
| Total fiduciary and related assets | $577,865,424,000 | 8 |
| Managed Assets ($) | $66,484,111,000 | 11 |
| Non-managed Assets ($) | $511,381,313,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $364,661,000 | 9 |
| 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 | $755,603,000 | 4 |
| Number of Managed Accounts | $64,612,000 | 5 |
| Number of Non-Managed Accounts | $690,991,000 | 3 |
| Total fiduciary and related assets | $554,637,558,000 | 8 |
| Managed Assets ($) | $66,647,166,000 | 11 |
| Non-managed Assets ($) | $487,990,392,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $179,402,000 | 8 |
| 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 | $1,025,073,000 | 4 |
| Number of Managed Accounts | $64,245,000 | 5 |
| Number of Non-Managed Accounts | $960,828,000 | 3 |
| Total fiduciary and related assets | $539,424,767,000 | 8 |
| Managed Assets ($) | $68,015,901,000 | 11 |
| Non-managed Assets ($) | $471,408,866,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $715,278,000 | 8 |
| 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 | $1,011,899,000 | 4 |
| Number of Managed Accounts | $63,369,000 | 6 |
| Number of Non-Managed Accounts | $948,530,000 | 3 |
| Total fiduciary and related assets | $404,779,020,000 | 9 |
| Managed Assets ($) | $59,251,531,000 | 12 |
| Non-managed Assets ($) | $345,527,489,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $520,119,000 | 8 |
| 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 | $1,019,574,000 | 4 |
| Number of Managed Accounts | $63,860,000 | 5 |
| Number of Non-Managed Accounts | $955,714,000 | 3 |
| Total fiduciary and related assets | $395,510,552,000 | 9 |
| Managed Assets ($) | $60,165,128,000 | 12 |
| Non-managed Assets ($) | $335,345,424,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $351,648,000 | 9 |
| 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 | $1,022,126,000 | 4 |
| Number of Managed Accounts | $64,326,000 | 6 |
| Number of Non-Managed Accounts | $957,800,000 | 3 |
| Total fiduciary and related assets | $390,125,139,000 | 9 |
| Managed Assets ($) | $59,517,356,000 | 12 |
| Non-managed Assets ($) | $330,607,783,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $174,477,000 | 8 |
| 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 | $1,031,759,000 | 4 |
| Number of Managed Accounts | $64,953,000 | 4 |
| Number of Non-Managed Accounts | $966,806,000 | 3 |
| Total fiduciary and related assets | $380,506,995,000 | 9 |
| Managed Assets ($) | $59,699,374,000 | 12 |
| Non-managed Assets ($) | $320,807,621,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $665,921,000 | 6 |
| 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 | $1,005,079,000 | 4 |
| Number of Managed Accounts | $64,817,000 | 5 |
| Number of Non-Managed Accounts | $940,262,000 | 3 |
| Total fiduciary and related assets | $363,629,249,000 | 9 |
| Managed Assets ($) | $55,518,944,000 | 11 |
| Non-managed Assets ($) | $308,110,305,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $493,967,000 | 6 |
| 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 | $1,010,888,000 | 4 |
| Number of Managed Accounts | $63,651,000 | 5 |
| Number of Non-Managed Accounts | $947,237,000 | 3 |
| Total fiduciary and related assets | $390,268,571,000 | 8 |
| Managed Assets ($) | $55,189,609,000 | 13 |
| Non-managed Assets ($) | $335,078,962,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $327,295,000 | 7 |
| 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 | $1,007,335,000 | 4 |
| Number of Managed Accounts | $62,892,000 | 5 |
| Number of Non-Managed Accounts | $944,443,000 | 3 |
| Total fiduciary and related assets | $363,027,725,000 | 9 |
| Managed Assets ($) | $52,161,124,000 | 13 |
| Non-managed Assets ($) | $310,866,601,000 | 8 |
| Memoranda |
| Gross Fiduciary activities income | $158,370,000 | 6 |
| 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 | $973,513,000 | 4 |
| Number of Managed Accounts | $64,223,000 | 5 |
| Number of Non-Managed Accounts | $909,290,000 | 3 |
| Total fiduciary and related assets | $209,441,432,000 | 10 |
| Managed Assets ($) | $54,804,432,000 | 12 |
| Non-managed Assets ($) | $154,637,000,000 | 9 |
| Memoranda |
| Gross Fiduciary activities income | $609,113,000 | 9 |
| 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 | $93,849,000 | 7 |
| Number of Managed Accounts | $64,638,000 | 4 |
| Number of Non-Managed Accounts | $29,211,000 | 10 |
| Total fiduciary and related assets | $204,243,558,000 | 10 |
| Managed Assets ($) | $53,354,243,000 | 16 |
| Non-managed Assets ($) | $150,889,315,000 | 10 |
| Memoranda |
| Gross Fiduciary activities income | $733,610,000 | 7 |
| 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 | $440,617,000 | 13 |
| 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 | $268,112,000 | 20 |
| 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 | $73,140,000 | 41 |
| 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 | $56,722,000 | 47 |
| 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 | $46,978,000 | 51 |
| 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 | $39,220,000 | 60 |
| 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 | $34,358,000 | 67 |
| 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 | $33,629,000 | 66 |
| 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 | $28,669,000 | 73 |
