Home > Custodial Trust Company > Fiduciary and Related Services
Custodial Trust Company, Fiduciary and Related Services
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,576 |
| Fiduciary or related activity | $0 | 1,500 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,257 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,589 |
| Fiduciary or related activity | $0 | 1,512 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,239 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,606 |
| Fiduciary or related activity | $0 | 1,531 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,199 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,631 |
| Fiduciary or related activity | $0 | 1,555 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,541 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $0 | 1,537 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,644 |
| Fiduciary or related activity | $0 | 1,565 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,319 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,653 |
| Fiduciary or related activity | $0 | 1,572 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,300 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,664 |
| Fiduciary or related activity | $0 | 1,585 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,246 |
| 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 | $0 | 1,585 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $0 | 1,581 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,569,000 | 295 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,569,000 | 236 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,569,000 | 192 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,000 | 409 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $184,871,000 | 347 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $184,871,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $662,000 | 212 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,000 | 1,405 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $8,000 | 948 |
| Total fiduciary and related assets | $388,710,000 | 266 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $388,710,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,477,000 | 98 |
| 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 | $8,000 | 435 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $8,000 | 382 |
| Total fiduciary and related assets | $1,231,960,000 | 143 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $1,231,960,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,936,000 | 131 |
| 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 | $12,000 | 441 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $12,000 | 370 |
| Total fiduciary and related assets | $1,467,054,000 | 135 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $1,467,054,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $605,000 | 377 |
| 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 | $14,000 | 445 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $14,000 | 367 |
| Total fiduciary and related assets | $1,599,143,000 | 135 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $1,599,143,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,718,000 | 55 |
| 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 | $12,000 | 1,386 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $12,000 | 889 |
| Total fiduciary and related assets | $8,000,138,000 | 64 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $8,000,138,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,644,000 | 52 |
| 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 | $14,000 | 425 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $14,000 | 352 |
| Total fiduciary and related assets | $8,310,341,000 | 64 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $8,310,341,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,092,000 | 50 |
| 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 | $15,000 | 434 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $15,000 | 359 |
| Total fiduciary and related assets | $7,958,908,000 | 67 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $7,958,908,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,776,000 | 51 |
| 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 | $16,000 | 434 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $16,000 | 357 |
| Total fiduciary and related assets | $8,120,338,000 | 66 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $8,120,338,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,161,000 | 52 |
| 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 | $15,000 | 1,377 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $15,000 | 861 |
| Total fiduciary and related assets | $7,868,251,000 | 66 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $7,868,251,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,854,000 | 53 |
| 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 | $13,000 | 420 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $13,000 | 356 |
| Total fiduciary and related assets | $7,387,173,000 | 70 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $7,387,173,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,627,000 | 56 |
| 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 | $13,000 | 426 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $13,000 | 364 |
| Total fiduciary and related assets | $7,430,755,000 | 74 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $7,430,755,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,436,000 | 57 |
| 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 | $16,000 | 440 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $16,000 | 358 |
| Total fiduciary and related assets | $7,748,278,000 | 72 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $7,748,278,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,777,000 | 55 |
| 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 | $14,000 | 1,439 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $14,000 | 914 |
| Total fiduciary and related assets | $7,288,350,000 | 74 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $7,288,350,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,434,000 | 71 |
| 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 | $17,000 | 426 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $17,000 | 350 |
| Total fiduciary and related assets | $7,361,216,000 | 74 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $7,361,216,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,916,000 | 77 |
| 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 | $20,000 | 445 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $20,000 | 358 |
| Total fiduciary and related assets | $7,722,883,000 | 70 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $7,722,883,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,538,000 | 82 |
| 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 | $19,000 | 446 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $19,000 | 365 |
| Total fiduciary and related assets | $7,927,789,000 | 72 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $7,927,789,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,190,000 | 83 |
| 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 | $21,000 | 1,368 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $21,000 | 823 |
| Total fiduciary and related assets | $39,744,920,000 | 32 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $39,744,920,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,872,000 | 100 |
| 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 | $20,000 | 436 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $20,000 | 354 |
| Total fiduciary and related assets | $36,150,797,000 | 33 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $36,150,797,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,331,000 | 106 |
| 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 | $19,000 | 442 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $19,000 | 368 |
| Total fiduciary and related assets | $36,077,075,000 | 33 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $36,077,075,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,749,000 | 112 |
| 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 | $17,000 | 452 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $17,000 | 376 |
| Total fiduciary and related assets | $36,228,051,000 | 33 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $36,228,051,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,313,000 | 112 |
| 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 | $19,000 | 1,437 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $19,000 | 862 |
| Total fiduciary and related assets | $35,270,748,000 | 36 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $35,270,748,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,905,000 | 102 |
| 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 | $16,000 | 454 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $16,000 | 385 |
| Total fiduciary and related assets | $31,949,855,000 | 37 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $31,949,855,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,892,000 | 110 |
| 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 | $17,000 | 457 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $17,000 | 390 |
| Total fiduciary and related assets | $31,041,059,000 | 37 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $31,041,059,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,959,000 | 115 |
| 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 | $20,000 | 468 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $20,000 | 389 |
| Total fiduciary and related assets | $27,466,062,000 | 35 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $27,466,062,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,380,000 | 118 |
| 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 | $21,000 | 1,459 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $21,000 | 849 |
| Total fiduciary and related assets | $28,983,059,000 | 35 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $28,983,059,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,847,000 | 104 |
| 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 | $70,000 | 1,039 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $70,000 | 500 |
| Total fiduciary and related assets | $28,867,325,000 | 37 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $28,867,325,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,051,000 | 99 |
| 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 | $14,722,000 | 89 |
| 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 | $13,935,000 | 112 |
| 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 | $14,540,000 | 109 |
| 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 | $13,542,000 | 114 |
| 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 | $10,719,000 | 136 |
| 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 | $7,604,000 | 185 |
| 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 | $6,609,000 | 193 |
| 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 | $7,536,000 | 178 |
| 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 | $8,734,000 | 160 |