| 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 | $41,322,000 | 20 |
| Number of Managed Accounts | $5,756,000 | 39 |
| Number of Non-Managed Accounts | $35,566,000 | 12 |
| Total fiduciary and related assets | $49,924,602,000 | 36 |
| Managed Assets ($) | $12,238,385,000 | 46 |
| Non-managed Assets ($) | $37,686,217,000 | 26 |
| Memoranda |
| Gross Fiduciary activities income | $128,545,000 | 36 |
| 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 | $41,392,000 | 19 |
| Number of Managed Accounts | $5,927,000 | 40 |
| Number of Non-Managed Accounts | $35,465,000 | 11 |
| Total fiduciary and related assets | $44,788,345,000 | 36 |
| Managed Assets ($) | $11,422,041,000 | 46 |
| Non-managed Assets ($) | $33,366,304,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $95,796,000 | 36 |
| 2023-06-30 | Rank |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $49 | 920 |
| 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 | $39,057,000 | 21 |
| Number of Managed Accounts | $5,945,000 | 42 |
| Number of Non-Managed Accounts | $33,112,000 | 12 |
| Total fiduciary and related assets | $45,269,166,000 | 40 |
| Managed Assets ($) | $11,198,896,000 | 47 |
| Non-managed Assets ($) | $34,070,270,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $31,857,000 | 38 |
| 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 | $36,951,000 | 22 |
| Number of Managed Accounts | $5,871,000 | 42 |
| Number of Non-Managed Accounts | $31,080,000 | 13 |
| Total fiduciary and related assets | $45,368,102,000 | 39 |
| Managed Assets ($) | $10,993,088,000 | 46 |
| Non-managed Assets ($) | $34,375,014,000 | 29 |
| Memoranda |
| Gross Fiduciary activities income | $120,995,000 | 41 |
| 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 | $35,409,000 | 23 |
| Number of Managed Accounts | $5,760,000 | 44 |
| Number of Non-Managed Accounts | $29,649,000 | 14 |
| Total fiduciary and related assets | $45,267,931,000 | 39 |
| Managed Assets ($) | $10,434,978,000 | 47 |
| Non-managed Assets ($) | $34,832,953,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $91,630,000 | 38 |
| 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 | $32,572,000 | 21 |
| Number of Managed Accounts | $5,774,000 | 39 |
| Number of Non-Managed Accounts | $26,798,000 | 12 |
| Total fiduciary and related assets | $47,173,500,000 | 31 |
| Managed Assets ($) | $10,722,442,000 | 39 |
| Non-managed Assets ($) | $36,451,058,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $62,035,000 | 29 |
| 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 | $30,247,000 | 22 |
| Number of Managed Accounts | $5,793,000 | 40 |
| Number of Non-Managed Accounts | $24,454,000 | 12 |
| Total fiduciary and related assets | $49,190,896,000 | 31 |
| Managed Assets ($) | $11,544,013,000 | 39 |
| Non-managed Assets ($) | $37,646,883,000 | 22 |
| Memoranda |
| Gross Fiduciary activities income | $31,438,000 | 29 |
| 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 | $28,030,000 | 24 |
| Number of Managed Accounts | $5,933,000 | 39 |
| Number of Non-Managed Accounts | $22,097,000 | 12 |
| Total fiduciary and related assets | $49,174,955,000 | 32 |
| Managed Assets ($) | $11,908,203,000 | 39 |
| Non-managed Assets ($) | $37,266,752,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $118,131,000 | 31 |
| 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 | $31,478,000 | 21 |
| Number of Managed Accounts | $5,652,000 | 42 |
| Number of Non-Managed Accounts | $25,826,000 | 13 |
| Total fiduciary and related assets | $46,292,650,000 | 32 |
| Managed Assets ($) | $12,201,696,000 | 38 |
| Non-managed Assets ($) | $34,090,954,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $87,363,000 | 32 |
| 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 | $30,487,000 | 22 |
| Number of Managed Accounts | $5,638,000 | 41 |
| Number of Non-Managed Accounts | $24,849,000 | 14 |
| Total fiduciary and related assets | $45,812,366,000 | 32 |
| Managed Assets ($) | $11,927,460,000 | 38 |
| Non-managed Assets ($) | $33,884,906,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $57,323,000 | 31 |
| 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 | $29,625,000 | 23 |
| Number of Managed Accounts | $5,573,000 | 41 |
| Number of Non-Managed Accounts | $24,052,000 | 14 |
| Total fiduciary and related assets | $43,689,491,000 | 32 |
| Managed Assets ($) | $11,495,429,000 | 38 |
| Non-managed Assets ($) | $32,194,062,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $27,716,000 | 32 |
| 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 | $29,043,000 | 23 |
| Number of Managed Accounts | $5,515,000 | 42 |
| Number of Non-Managed Accounts | $23,528,000 | 14 |
| Total fiduciary and related assets | $39,915,921,000 | 32 |
| Managed Assets ($) | $11,139,615,000 | 39 |
| Non-managed Assets ($) | $28,776,306,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $98,385,000 | 35 |
| 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 | $28,971,000 | 24 |
| Number of Managed Accounts | $5,562,000 | 42 |
| Number of Non-Managed Accounts | $23,409,000 | 15 |
| Total fiduciary and related assets | $36,798,699,000 | 32 |
| Managed Assets ($) | $10,542,258,000 | 37 |
| Non-managed Assets ($) | $26,256,441,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $72,638,000 | 35 |
| 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 | $29,038,000 | 25 |
| Number of Managed Accounts | $5,532,000 | 42 |
| Number of Non-Managed Accounts | $23,506,000 | 15 |
| Total fiduciary and related assets | $38,606,875,000 | 31 |
| Managed Assets ($) | $10,260,025,000 | 37 |
| Non-managed Assets ($) | $28,346,850,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $47,449,000 | 35 |
| 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 | $29,172,000 | 25 |
| Number of Managed Accounts | $5,615,000 | 41 |
| Number of Non-Managed Accounts | $23,557,000 | 15 |
| Total fiduciary and related assets | $37,884,403,000 | 30 |
| Managed Assets ($) | $9,986,971,000 | 35 |
| Non-managed Assets ($) | $27,897,432,000 | 21 |
| Memoranda |
| Gross Fiduciary activities income | $24,051,000 | 35 |
| 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 | $30,031,000 | 24 |
| Number of Managed Accounts | $5,589,000 | 41 |
| Number of Non-Managed Accounts | $24,442,000 | 15 |
| Total fiduciary and related assets | $36,652,622,000 | 32 |
| Managed Assets ($) | $11,076,476,000 | 35 |
| Non-managed Assets ($) | $25,576,146,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $86,352,000 | 36 |
| 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 | $29,043,000 | 24 |
| Number of Managed Accounts | $5,538,000 | 44 |
| Number of Non-Managed Accounts | $23,505,000 | 15 |
| Total fiduciary and related assets | $33,587,267,000 | 35 |
| Managed Assets ($) | $10,813,900,000 | 37 |
| Non-managed Assets ($) | $22,773,367,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $63,379,000 | 37 |
| 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 | $29,028,000 | 24 |
| Number of Managed Accounts | $5,468,000 | 43 |
| Number of Non-Managed Accounts | $23,560,000 | 15 |
| Total fiduciary and related assets | $34,053,794,000 | 34 |
| Managed Assets ($) | $10,847,721,000 | 36 |
| Non-managed Assets ($) | $23,206,073,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $41,118,000 | 37 |
| 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 | $28,418,000 | 24 |
| Number of Managed Accounts | $5,381,000 | 43 |
| Number of Non-Managed Accounts | $23,037,000 | 16 |
| Total fiduciary and related assets | $31,701,032,000 | 34 |
| Managed Assets ($) | $10,561,131,000 | 36 |
| Non-managed Assets ($) | $21,139,901,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $20,430,000 | 37 |
| 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 | $29,473,000 | 22 |
| Number of Managed Accounts | $5,358,000 | 44 |
| Number of Non-Managed Accounts | $24,115,000 | 14 |
| Total fiduciary and related assets | $29,686,574,000 | 34 |
| Managed Assets ($) | $9,089,035,000 | 38 |
| Non-managed Assets ($) | $20,597,539,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $79,562,000 | 38 |
| 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 | $1,587,993,000 | 1 |
| Number of Managed Accounts | $5,260,000 | 44 |
| Number of Non-Managed Accounts | $1,582,733,000 | 1 |
| Total fiduciary and related assets | $102,439,993,000 | 17 |
| Managed Assets ($) | $9,340,085,000 | 40 |
| Non-managed Assets ($) | $93,099,908,000 | 14 |
| Memoranda |
| Gross Fiduciary activities income | $59,284,000 | 38 |
| 2018-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,050,000 | 39 |
| Number of Managed Accounts | $5,172,000 | 43 |
| Number of Non-Managed Accounts | $4,878,000 | 21 |
| Total fiduciary and related assets | $98,595,584,000 | 17 |
| Managed Assets ($) | $9,221,973,000 | 37 |
| Non-managed Assets ($) | $89,373,611,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $39,332,000 | 39 |
| 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 | $9,849,000 | 39 |
| Number of Managed Accounts | $5,139,000 | 42 |
| Number of Non-Managed Accounts | $4,710,000 | 23 |
| Total fiduciary and related assets | $100,150,631,000 | 17 |
| Managed Assets ($) | $10,157,362,000 | 36 |
| Non-managed Assets ($) | $89,993,269,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $19,720,000 | 39 |
| 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 | $9,883,000 | 39 |
| Number of Managed Accounts | $5,089,000 | 43 |
| Number of Non-Managed Accounts | $4,794,000 | 24 |
| Total fiduciary and related assets | $89,506,808,000 | 17 |
| Managed Assets ($) | $10,765,209,000 | 36 |
| Non-managed Assets ($) | $78,741,599,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $74,236,000 | 39 |
| 2017-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,983,000 | 36 |
| Number of Managed Accounts | $5,053,000 | 43 |
| Number of Non-Managed Accounts | $6,930,000 | 22 |
| Total fiduciary and related assets | $80,959,631,000 | 17 |
| Managed Assets ($) | $10,516,752,000 | 36 |
| Non-managed Assets ($) | $70,442,879,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $55,220,000 | 38 |
| 2017-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,974,000 | 35 |
| Number of Managed Accounts | $5,022,000 | 41 |
| Number of Non-Managed Accounts | $6,952,000 | 22 |
| Total fiduciary and related assets | $78,379,399,000 | 17 |
| Managed Assets ($) | $9,303,955,000 | 36 |
| Non-managed Assets ($) | $69,075,444,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $36,245,000 | 39 |
| 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 | $12,058,000 | 34 |
| Number of Managed Accounts | $5,001,000 | 42 |
| Number of Non-Managed Accounts | $7,057,000 | 22 |
| Total fiduciary and related assets | $75,557,554,000 | 17 |
| Managed Assets ($) | $9,605,391,000 | 36 |
| Non-managed Assets ($) | $65,952,163,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $17,492,000 | 40 |
| 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 | $12,107,000 | 34 |
| Number of Managed Accounts | $4,957,000 | 42 |
| Number of Non-Managed Accounts | $7,150,000 | 23 |
| Total fiduciary and related assets | $69,694,206,000 | 17 |
| Managed Assets ($) | $9,326,396,000 | 36 |
| Non-managed Assets ($) | $60,367,810,000 | 15 |
| Memoranda |
| Gross Fiduciary activities income | $67,374,000 | 40 |
| 2016-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,967,000 | 34 |
| Number of Managed Accounts | $4,908,000 | 40 |
| Number of Non-Managed Accounts | $7,059,000 | 22 |
| Total fiduciary and related assets | $39,908,198,000 | 26 |
| Managed Assets ($) | $8,949,667,000 | 37 |
| Non-managed Assets ($) | $30,958,531,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $49,793,000 | 39 |
| 2016-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,926,000 | 34 |
| Number of Managed Accounts | $4,913,000 | 40 |
| Number of Non-Managed Accounts | $7,013,000 | 21 |
| Total fiduciary and related assets | $38,282,363,000 | 25 |
| Managed Assets ($) | $8,572,083,000 | 38 |
| Non-managed Assets ($) | $29,710,280,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $32,609,000 | 40 |
| 2016-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,938,000 | 34 |
| Number of Managed Accounts | $4,771,000 | 41 |
| Number of Non-Managed Accounts | $7,167,000 | 21 |
| Total fiduciary and related assets | $37,778,039,000 | 25 |
| Managed Assets ($) | $8,248,780,000 | 38 |
| Non-managed Assets ($) | $29,529,259,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $16,083,000 | 40 |
| 2015-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,972,000 | 33 |
| Number of Managed Accounts | $4,750,000 | 40 |
| Number of Non-Managed Accounts | $7,222,000 | 21 |
| Total fiduciary and related assets | $36,754,887,000 | 26 |
| Managed Assets ($) | $8,159,457,000 | 37 |
| Non-managed Assets ($) | $28,595,430,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $65,060,000 | 39 |
| 2015-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,902,000 | 33 |
| Number of Managed Accounts | $4,716,000 | 39 |
| Number of Non-Managed Accounts | $7,186,000 | 20 |
| Total fiduciary and related assets | $37,503,266,000 | 22 |
| Managed Assets ($) | $7,535,850,000 | 38 |
| Non-managed Assets ($) | $29,967,416,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $48,976,000 | 38 |
| 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 | $11,861,000 | 32 |
| Number of Managed Accounts | $4,709,000 | 41 |
| Number of Non-Managed Accounts | $7,152,000 | 19 |
| Total fiduciary and related assets | $37,652,954,000 | 24 |
| Managed Assets ($) | $7,782,207,000 | 42 |
| Non-managed Assets ($) | $29,870,747,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $32,613,000 | 40 |
| 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 | $11,855,000 | 32 |
| Number of Managed Accounts | $4,672,000 | 40 |
| Number of Non-Managed Accounts | $7,183,000 | 20 |
| Total fiduciary and related assets | $46,342,338,000 | 22 |
| Managed Assets ($) | $7,889,003,000 | 41 |
| Non-managed Assets ($) | $38,453,335,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $16,297,000 | 39 |
| 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 | $11,919,000 | 33 |
| Number of Managed Accounts | $4,637,000 | 41 |
| Number of Non-Managed Accounts | $7,282,000 | 22 |
| Total fiduciary and related assets | $56,295,237,000 | 21 |
| Managed Assets ($) | $7,625,772,000 | 41 |
| Non-managed Assets ($) | $48,669,465,000 | 16 |
| Memoranda |
| Gross Fiduciary activities income | $64,076,000 | 41 |
| 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 | $11,918,000 | 34 |
| Number of Managed Accounts | $4,576,000 | 39 |
| Number of Non-Managed Accounts | $7,342,000 | 21 |
| Total fiduciary and related assets | $46,885,469,000 | 21 |
| Managed Assets ($) | $7,807,115,000 | 39 |
| Non-managed Assets ($) | $39,078,354,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $47,985,000 | 42 |
| 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 | $11,927,000 | 32 |
| Number of Managed Accounts | $4,524,000 | 38 |
| Number of Non-Managed Accounts | $7,403,000 | 21 |
| Total fiduciary and related assets | $44,264,801,000 | 22 |
| Managed Assets ($) | $7,573,896,000 | 40 |
| Non-managed Assets ($) | $36,690,905,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $31,611,000 | 42 |
| 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 | $12,006,000 | 33 |
| Number of Managed Accounts | $4,495,000 | 39 |
| Number of Non-Managed Accounts | $7,511,000 | 22 |
| Total fiduciary and related assets | $43,461,869,000 | 23 |
| Managed Assets ($) | $7,068,223,000 | 42 |
| Non-managed Assets ($) | $36,393,646,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $15,598,000 | 43 |
| 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 | $12,055,000 | 32 |
| Number of Managed Accounts | $4,492,000 | 39 |
| Number of Non-Managed Accounts | $7,563,000 | 22 |
| Total fiduciary and related assets | $39,854,917,000 | 23 |
| Managed Assets ($) | $7,049,946,000 | 43 |
| Non-managed Assets ($) | $32,804,971,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $57,047,000 | 44 |
| 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 | $12,120,000 | 33 |
| Number of Managed Accounts | $4,504,000 | 39 |
| Number of Non-Managed Accounts | $7,616,000 | 22 |
| Total fiduciary and related assets | $38,283,098,000 | 24 |
| Managed Assets ($) | $6,671,245,000 | 43 |
| Non-managed Assets ($) | $31,611,853,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $41,566,000 | 44 |
| 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 | $12,122,000 | 33 |
| Number of Managed Accounts | $4,478,000 | 39 |
| Number of Non-Managed Accounts | $7,644,000 | 23 |
| Total fiduciary and related assets | $36,988,536,000 | 25 |
| Managed Assets ($) | $6,679,257,000 | 43 |
| Non-managed Assets ($) | $30,309,279,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $27,790,000 | 44 |
| 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 | $12,198,000 | 33 |
| Number of Managed Accounts | $4,427,000 | 39 |
| Number of Non-Managed Accounts | $7,771,000 | 23 |
| Total fiduciary and related assets | $36,105,872,000 | 25 |
| Managed Assets ($) | $6,761,929,000 | 43 |
| Non-managed Assets ($) | $29,343,943,000 | 20 |
| Memoranda |
| Gross Fiduciary activities income | $14,099,000 | 43 |
| 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 | $12,925,000 | 31 |
| Number of Managed Accounts | $4,438,000 | 37 |
| Number of Non-Managed Accounts | $8,487,000 | 22 |
| Total fiduciary and related assets | $34,608,279,000 | 25 |
| Managed Assets ($) | $6,422,709,000 | 43 |
| Non-managed Assets ($) | $28,185,570,000 | 20 |
| Memoranda |
| Gross Fiduciary activities income | $55,241,000 | 41 |
| 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 | $12,811,000 | 30 |
| Number of Managed Accounts | $4,238,000 | 38 |
| Number of Non-Managed Accounts | $8,573,000 | 21 |
| Total fiduciary and related assets | $33,961,395,000 | 25 |
| Managed Assets ($) | $5,569,441,000 | 43 |
| Non-managed Assets ($) | $28,391,954,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $39,136,000 | 42 |
| 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 | $12,955,000 | 29 |
| Number of Managed Accounts | $4,254,000 | 39 |
| Number of Non-Managed Accounts | $8,701,000 | 21 |
| Total fiduciary and related assets | $32,843,768,000 | 25 |
| Managed Assets ($) | $5,378,930,000 | 44 |
| Non-managed Assets ($) | $27,464,838,000 | 19 |
| Memoranda |
| Gross Fiduciary activities income | $26,862,000 | 41 |
| 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 | $13,203,000 | 30 |
| Number of Managed Accounts | $4,215,000 | 40 |
| Number of Non-Managed Accounts | $8,988,000 | 20 |
| Total fiduciary and related assets | $32,433,597,000 | 26 |
| Managed Assets ($) | $5,466,009,000 | 44 |
| Non-managed Assets ($) | $26,967,588,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $14,129,000 | 38 |
| 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 | $13,125,000 | 29 |
| Number of Managed Accounts | $4,233,000 | 39 |
| Number of Non-Managed Accounts | $8,892,000 | 20 |
| Total fiduciary and related assets | $32,440,127,000 | 25 |
| Managed Assets ($) | $5,292,566,000 | 44 |
| Non-managed Assets ($) | $27,147,561,000 | 18 |
| Memoranda |
| Gross Fiduciary activities income | $58,605,000 | 33 |
| 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 | $13,158,000 | 30 |
| Number of Managed Accounts | $4,224,000 | 41 |
| Number of Non-Managed Accounts | $8,934,000 | 19 |
| Total fiduciary and related assets | $26,509,080,000 | 29 |
| Managed Assets ($) | $4,882,960,000 | 46 |
| Non-managed Assets ($) | $21,626,120,000 | 20 |
| Memoranda |
| Gross Fiduciary activities income | $44,462,000 | 35 |
| 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 | $13,272,000 | 31 |
| Number of Managed Accounts | $4,218,000 | 41 |
| Number of Non-Managed Accounts | $9,054,000 | 20 |
| Total fiduciary and related assets | $26,487,241,000 | 31 |
| Managed Assets ($) | $5,374,933,000 | 47 |
| Non-managed Assets ($) | $21,112,308,000 | 21 |
| Memoranda |
| Gross Fiduciary activities income | $30,175,000 | 33 |
| 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 | $13,400,000 | 30 |
| Number of Managed Accounts | $4,191,000 | 40 |
| Number of Non-Managed Accounts | $9,209,000 | 20 |
| Total fiduciary and related assets | $26,796,524,000 | 30 |
| Managed Assets ($) | $5,446,999,000 | 48 |
| Non-managed Assets ($) | $21,349,525,000 | 21 |
| Memoranda |
| Gross Fiduciary activities income | $15,566,000 | 34 |
| 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 | $14,311,000 | 31 |
| Number of Managed Accounts | $4,151,000 | 41 |
| Number of Non-Managed Accounts | $10,160,000 | 18 |
| Total fiduciary and related assets | $26,710,886,000 | 32 |
| Managed Assets ($) | $5,259,385,000 | 48 |
| Non-managed Assets ($) | $21,451,501,000 | 22 |
| Memoranda |
| Gross Fiduciary activities income | $56,783,000 | 34 |
| 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 | $14,162,000 | 30 |
| Number of Managed Accounts | $4,098,000 | 40 |
| Number of Non-Managed Accounts | $10,064,000 | 17 |
| Total fiduciary and related assets | $24,915,912,000 | 32 |
| Managed Assets ($) | $4,782,730,000 | 49 |
| Non-managed Assets ($) | $20,133,182,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $41,837,000 | 34 |
| 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 | $14,252,000 | 30 |
| Number of Managed Accounts | $4,095,000 | 41 |
| Number of Non-Managed Accounts | $10,157,000 | 18 |
| Total fiduciary and related assets | $23,790,852,000 | 32 |
| Managed Assets ($) | $4,539,326,000 | 48 |
| Non-managed Assets ($) | $19,251,526,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $28,252,000 | 34 |
| 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 | $14,200,000 | 32 |
| Number of Managed Accounts | $4,008,000 | 39 |
| Number of Non-Managed Accounts | $10,192,000 | 19 |
| Total fiduciary and related assets | $23,984,238,000 | 32 |
| Managed Assets ($) | $4,663,901,000 | 47 |
| Non-managed Assets ($) | $19,320,337,000 | 23 |
| Memoranda |
| Gross Fiduciary activities income | $13,536,000 | 34 |
| 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 | $15,829,000 | 32 |
| Number of Managed Accounts | $3,935,000 | 43 |
| Number of Non-Managed Accounts | $11,894,000 | 19 |
| Total fiduciary and related assets | $23,958,707,000 | 32 |
| Managed Assets ($) | $4,489,564,000 | 51 |
| Non-managed Assets ($) | $19,469,143,000 | 24 |
| Memoranda |
| Gross Fiduciary activities income | $64,004,000 | 36 |
| 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 | $13,442,000 | 36 |
| Number of Managed Accounts | $3,937,000 | 42 |
| Number of Non-Managed Accounts | $9,505,000 | 24 |
| Total fiduciary and related assets | $20,225,164,000 | 35 |
| Managed Assets ($) | $4,200,487,000 | 52 |
| Non-managed Assets ($) | $16,024,677,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $50,834,000 | 36 |
| 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 | $13,457,000 | 36 |
| Number of Managed Accounts | $4,059,000 | 45 |
| Number of Non-Managed Accounts | $9,398,000 | 24 |
| Total fiduciary and related assets | $19,486,966,000 | 34 |
| Managed Assets ($) | $4,654,484,000 | 50 |
| Non-managed Assets ($) | $14,832,482,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $38,128,000 | 33 |
| 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 | $13,453,000 | 35 |
| Number of Managed Accounts | $4,041,000 | 44 |
| Number of Non-Managed Accounts | $9,412,000 | 23 |
| Total fiduciary and related assets | $19,375,376,000 | 35 |
| Managed Assets ($) | $4,439,797,000 | 50 |
| Non-managed Assets ($) | $14,935,579,000 | 26 |
| Memoranda |
| Gross Fiduciary activities income | $18,055,000 | 37 |
| 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 | $13,528,000 | 37 |
| Number of Managed Accounts | $4,029,000 | 46 |
| Number of Non-Managed Accounts | $9,499,000 | 24 |
| Total fiduciary and related assets | $20,347,779,000 | 36 |
| Managed Assets ($) | $4,636,891,000 | 49 |
| Non-managed Assets ($) | $15,710,888,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $94,075,000 | 29 |
| 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 | $13,692,000 | 35 |
| Number of Managed Accounts | $4,057,000 | 45 |
| Number of Non-Managed Accounts | $9,635,000 | 23 |
| Total fiduciary and related assets | $22,707,956,000 | 36 |
| Managed Assets ($) | $4,999,869,000 | 50 |
| Non-managed Assets ($) | $17,708,087,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $74,210,000 | 31 |
| 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 | $13,846,000 | 36 |
| Number of Managed Accounts | $4,065,000 | 46 |
| Number of Non-Managed Accounts | $9,781,000 | 24 |
| Total fiduciary and related assets | $23,833,218,000 | 39 |
| Managed Assets ($) | $5,169,344,000 | 54 |
| Non-managed Assets ($) | $18,663,874,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $49,755,000 | 33 |
| 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 | $13,917,000 | 35 |
| Number of Managed Accounts | $4,082,000 | 44 |
| Number of Non-Managed Accounts | $9,835,000 | 23 |
| Total fiduciary and related assets | $24,344,678,000 | 36 |
| Managed Assets ($) | $5,014,035,000 | 54 |
| Non-managed Assets ($) | $19,330,643,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $23,844,000 | 36 |
| 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 | $14,034,000 | 38 |
| Number of Managed Accounts | $4,035,000 | 47 |
| Number of Non-Managed Accounts | $9,999,000 | 24 |
| Total fiduciary and related assets | $26,579,821,000 | 37 |
| Managed Assets ($) | $5,185,817,000 | 53 |
| Non-managed Assets ($) | $21,394,004,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $89,904,000 | 37 |
| 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 | $19,482,000 | 31 |
| Number of Managed Accounts | $5,976,000 | 35 |
| Number of Non-Managed Accounts | $13,506,000 | 21 |
| Total fiduciary and related assets | $26,990,155,000 | 36 |
| Managed Assets ($) | $5,217,060,000 | 53 |
| Non-managed Assets ($) | $21,773,095,000 | 25 |
| Memoranda |
| Gross Fiduciary activities income | $66,167,000 | 37 |
| 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 | $19,399,000 | 29 |
| Number of Managed Accounts | $5,924,000 | 36 |
| Number of Non-Managed Accounts | $13,475,000 | 21 |
| Total fiduciary and related assets | $24,391,340,000 | 37 |
| Managed Assets ($) | $5,144,928,000 | 53 |
| Non-managed Assets ($) | $19,246,412,000 | 28 |
| Memoranda |
| Gross Fiduciary activities income | $43,735,000 | 37 |
| 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 | $19,328,000 | 30 |
| Number of Managed Accounts | $5,872,000 | 35 |
| Number of Non-Managed Accounts | $13,456,000 | 20 |
| Total fiduciary and related assets | $22,910,708,000 | 39 |
| Managed Assets ($) | $5,056,940,000 | 53 |
| Non-managed Assets ($) | $17,853,768,000 | 32 |
| Memoranda |
| Gross Fiduciary activities income | $21,229,000 | 38 |
| 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 | $19,201,000 | 30 |
| Number of Managed Accounts | $5,798,000 | 36 |
| Number of Non-Managed Accounts | $13,403,000 | 20 |
| Total fiduciary and related assets | $22,362,708,000 | 39 |
| Managed Assets ($) | $5,131,404,000 | 53 |
| Non-managed Assets ($) | $17,231,304,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $76,538,000 | 40 |
| 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 | $19,075,000 | 30 |
| Number of Managed Accounts | $5,677,000 | 37 |
| Number of Non-Managed Accounts | $13,398,000 | 20 |
| Total fiduciary and related assets | $20,759,612,000 | 42 |
| Managed Assets ($) | $4,937,086,000 | 58 |
| Non-managed Assets ($) | $15,822,526,000 | 33 |
| Memoranda |
| Gross Fiduciary activities income | $56,637,000 | 42 |
| 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 | $18,989,000 | 28 |
| Number of Managed Accounts | $5,587,000 | 38 |
| Number of Non-Managed Accounts | $13,402,000 | 21 |
| Total fiduciary and related assets | $21,566,500,000 | 41 |
| Managed Assets ($) | $4,704,827,000 | 61 |
| Non-managed Assets ($) | $16,861,673,000 | 30 |
| Memoranda |
| Gross Fiduciary activities income | $37,224,000 | 43 |
| 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 | $18,832,000 | 27 |
| Number of Managed Accounts | $5,513,000 | 38 |
| Number of Non-Managed Accounts | $13,319,000 | 21 |
| Total fiduciary and related assets | $19,762,313,000 | 42 |
| Managed Assets ($) | $4,796,698,000 | 62 |
| Non-managed Assets ($) | $14,965,615,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $17,578,000 | 42 |
| 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 | $18,393,000 | 31 |
| Number of Managed Accounts | $5,411,000 | 41 |
| Number of Non-Managed Accounts | $12,982,000 | 20 |
| Total fiduciary and related assets | $18,975,467,000 | 43 |
| Managed Assets ($) | $4,693,819,000 | 63 |
| Non-managed Assets ($) | $14,281,648,000 | 34 |
| Memoranda |
| Gross Fiduciary activities income | $63,962,000 | 46 |
| 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 | $18,276,000 | 28 |
| Number of Managed Accounts | $5,366,000 | 38 |
| Number of Non-Managed Accounts | $12,910,000 | 20 |
| Total fiduciary and related assets | $17,681,346,000 | 44 |
| Managed Assets ($) | $4,721,151,000 | 64 |
| Non-managed Assets ($) | $12,960,195,000 | 36 |
| Memoranda |
| Gross Fiduciary activities income | $47,470,000 | 46 |
| 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 | $19,607,000 | 27 |
| Number of Managed Accounts | $5,326,000 | 37 |
| Number of Non-Managed Accounts | $14,281,000 | 22 |
| Total fiduciary and related assets | $16,935,080,000 | 43 |
| Managed Assets ($) | $4,725,819,000 | 60 |
| Non-managed Assets ($) | $12,209,261,000 | 35 |
| Memoranda |
| Gross Fiduciary activities income | $31,800,000 | 46 |
| 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 | $26,939,000 | 22 |
| Number of Managed Accounts | $5,240,000 | 41 |
| Number of Non-Managed Accounts | $21,699,000 | 16 |
| Total fiduciary and related assets | $16,254,837,000 | 44 |
| Managed Assets ($) | $4,698,321,000 | 63 |
| Non-managed Assets ($) | $11,556,516,000 | 37 |
| Memoranda |
| Gross Fiduciary activities income | $16,569,000 | 45 |
| 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 | $27,049,000 | 24 |
| Number of Managed Accounts | $5,179,000 | 44 |
| Number of Non-Managed Accounts | $21,870,000 | 16 |
| Total fiduciary and related assets | $16,453,488,000 | 45 |
| Managed Assets ($) | $4,969,569,000 | 63 |
| Non-managed Assets ($) | $11,483,919,000 | 39 |
| Memoranda |
| Gross Fiduciary activities income | $63,105,000 | 45 |
| 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 | $26,690,000 | 25 |
| Number of Managed Accounts | $4,885,000 | 44 |
| Number of Non-Managed Accounts | $21,805,000 | 16 |
| Total fiduciary and related assets | $15,568,504,000 | 46 |
| Managed Assets ($) | $4,777,641,000 | 62 |
| Non-managed Assets ($) | $10,790,863,000 | 38 |
| Memoranda |
| Gross Fiduciary activities income | $46,887,000 | 45 |
| 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 | $26,931,000 | 25 |
| Number of Managed Accounts | $4,996,000 | 43 |
| Number of Non-Managed Accounts | $21,935,000 | 16 |
| Total fiduciary and related assets | $15,996,273,000 | 46 |
| Managed Assets ($) | $4,786,727,000 | 63 |
| Non-managed Assets ($) | $11,209,546,000 | 37 |
| Memoranda |
| Gross Fiduciary activities income | $31,414,000 | 45 |
| 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 | $26,908,000 | 26 |
| Number of Managed Accounts | $4,859,000 | 46 |
| Number of Non-Managed Accounts | $22,049,000 | 16 |
| Total fiduciary and related assets | $15,477,170,000 | 47 |
| Managed Assets ($) | $5,249,737,000 | 63 |
| Non-managed Assets ($) | $10,227,433,000 | 37 |
| Memoranda |
| Gross Fiduciary activities income | $16,604,000 | 43 |
| 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 | $27,816,000 | 25 |
| Number of Managed Accounts | $6,129,000 | 43 |
| Number of Non-Managed Accounts | $21,687,000 | 16 |
| Total fiduciary and related assets | $31,648,141,000 | 37 |
| Managed Assets ($) | $8,920,436,000 | 43 |
| Non-managed Assets ($) | $22,727,705,000 | 29 |
| Memoranda |
| Gross Fiduciary activities income | $76,672,000 | 41 |
| 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 | $28,571,000 | 24 |
| Number of Managed Accounts | $6,327,000 | 38 |
| Number of Non-Managed Accounts | $22,244,000 | 16 |
| Total fiduciary and related assets | $33,873,861,000 | 36 |
| Managed Assets ($) | $9,557,305,000 | 37 |
| Non-managed Assets ($) | $24,316,556,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $57,147,000 | 40 |
| 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 | $28,744,000 | 25 |
| Number of Managed Accounts | $6,410,000 | 39 |
| Number of Non-Managed Accounts | $22,334,000 | 17 |
| Total fiduciary and related assets | $31,982,305,000 | 36 |
| Managed Assets ($) | $9,554,995,000 | 38 |
| Non-managed Assets ($) | $22,427,310,000 | 29 |
| Memoranda |
| Gross Fiduciary activities income | $37,325,000 | 40 |
| 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 | $29,040,000 | 24 |
| Number of Managed Accounts | $6,532,000 | 38 |
| Number of Non-Managed Accounts | $22,508,000 | 16 |
| Total fiduciary and related assets | $35,764,111,000 | 30 |
| Managed Assets ($) | $11,181,783,000 | 33 |
| Non-managed Assets ($) | $24,582,328,000 | 26 |
| Memoranda |
| Gross Fiduciary activities income | $17,898,000 | 40 |
| 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 | $29,444,000 | 23 |
| Number of Managed Accounts | $6,767,000 | 37 |
| Number of Non-Managed Accounts | $22,677,000 | 15 |
| Total fiduciary and related assets | $36,318,476,000 | 30 |
| Managed Assets ($) | $11,724,123,000 | 32 |
| Non-managed Assets ($) | $24,594,353,000 | 26 |
| Memoranda |
| Gross Fiduciary activities income | $76,306,000 | 38 |
| 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 | $29,246,000 | 21 |
| Number of Managed Accounts | $7,053,000 | 35 |
| Number of Non-Managed Accounts | $22,193,000 | 12 |
| Total fiduciary and related assets | $35,566,096,000 | 30 |
| Managed Assets ($) | $12,081,858,000 | 34 |
| Non-managed Assets ($) | $23,484,238,000 | 27 |
| Memoranda |
| Gross Fiduciary activities income | $73,304,000 | 41 |
| 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 | $73,241,000 | 41 |
| 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 | $68,520,000 | 45 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
