Home > Northern Trust > Fiduciary and Related Services
Northern Trust, Fiduciary and Related Services
| 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 | $35,451,000 | 19 |
| Number of Managed Accounts | $35,079,000 | 9 |
| Number of Non-Managed Accounts | $372,000 | 112 |
| Total fiduciary and related assets | $55,130,089,000 | 18 |
| Managed Assets ($) | $53,304,336,000 | 9 |
| Non-managed Assets ($) | $1,825,753,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $166,859,000 | 15 |
| 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 | $35,554,000 | 16 |
| Number of Managed Accounts | $34,714,000 | 8 |
| Number of Non-Managed Accounts | $840,000 | 73 |
| Total fiduciary and related assets | $64,151,937,000 | 17 |
| Managed Assets ($) | $56,783,209,000 | 9 |
| Non-managed Assets ($) | $7,368,728,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,805,000 | 15 |
| 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 | $34,821,000 | 16 |
| Number of Managed Accounts | $34,069,000 | 8 |
| Number of Non-Managed Accounts | $752,000 | 81 |
| Total fiduciary and related assets | $62,160,920,000 | 17 |
| Managed Assets ($) | $55,206,863,000 | 10 |
| Non-managed Assets ($) | $6,954,057,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,423,000 | 15 |
| 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 | $34,957,000 | 15 |
| Number of Managed Accounts | $33,951,000 | 8 |
| Number of Non-Managed Accounts | $1,006,000 | 73 |
| Total fiduciary and related assets | $60,034,932,000 | 17 |
| Managed Assets ($) | $53,434,045,000 | 10 |
| Non-managed Assets ($) | $6,600,887,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,555,000 | 16 |
| 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 | $34,400,000 | 15 |
| Number of Managed Accounts | $33,340,000 | 8 |
| Number of Non-Managed Accounts | $1,060,000 | 65 |
| Total fiduciary and related assets | $57,888,031,000 | 17 |
| Managed Assets ($) | $51,521,048,000 | 11 |
| Non-managed Assets ($) | $6,366,983,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $160,966,000 | 16 |
| 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 | $34,362,000 | 14 |
| Number of Managed Accounts | $33,304,000 | 8 |
| Number of Non-Managed Accounts | $1,058,000 | 68 |
| Total fiduciary and related assets | $51,625,981,000 | 21 |
| Managed Assets ($) | $48,464,977,000 | 10 |
| Non-managed Assets ($) | $3,161,004,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $108,389,000 | 16 |
| 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 | $34,097,000 | 15 |
| Number of Managed Accounts | $33,024,000 | 8 |
| Number of Non-Managed Accounts | $1,073,000 | 66 |
| Total fiduciary and related assets | $53,269,286,000 | 20 |
| Managed Assets ($) | $50,468,183,000 | 10 |
| Non-managed Assets ($) | $2,801,103,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,173,000 | 16 |
| 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 | $33,590,000 | 16 |
| Number of Managed Accounts | $32,459,000 | 9 |
| Number of Non-Managed Accounts | $1,131,000 | 72 |
| Total fiduciary and related assets | $53,250,613,000 | 20 |
| Managed Assets ($) | $50,189,014,000 | 11 |
| Non-managed Assets ($) | $3,061,599,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $215,107,000 | 17 |
| 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 | $31,732,000 | 22 |
| Number of Managed Accounts | $31,211,000 | 11 |
| Number of Non-Managed Accounts | $521,000 | 99 |
| Total fiduciary and related assets | $49,764,354,000 | 24 |
| Managed Assets ($) | $46,714,082,000 | 12 |
| Non-managed Assets ($) | $3,050,272,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,909,000 | 17 |
| 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 | $31,292,000 | 22 |
| Number of Managed Accounts | $30,738,000 | 11 |
| Number of Non-Managed Accounts | $554,000 | 96 |
| Total fiduciary and related assets | $46,838,352,000 | 25 |
| Managed Assets ($) | $43,562,634,000 | 13 |
| Non-managed Assets ($) | $3,275,718,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,104,000 | 18 |
| 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 | $30,895,000 | 23 |
| Number of Managed Accounts | $30,332,000 | 12 |
| Number of Non-Managed Accounts | $563,000 | 95 |
| Total fiduciary and related assets | $43,999,253,000 | 25 |
| Managed Assets ($) | $40,769,811,000 | 14 |
| Non-managed Assets ($) | $3,229,442,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,129,000 | 18 |
| 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 | $30,788,000 | 24 |
| Number of Managed Accounts | $30,229,000 | 12 |
| Number of Non-Managed Accounts | $559,000 | 120 |
| Total fiduciary and related assets | $46,165,526,000 | 25 |
| Managed Assets ($) | $43,066,357,000 | 12 |
| Non-managed Assets ($) | $3,099,169,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $251,147,000 | 16 |
| 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 | $30,685,000 | 23 |
| Number of Managed Accounts | $30,095,000 | 10 |
| Number of Non-Managed Accounts | $590,000 | 100 |
| Total fiduciary and related assets | $51,254,181,000 | 24 |
| Managed Assets ($) | $47,172,146,000 | 13 |
| Non-managed Assets ($) | $4,082,035,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $198,052,000 | 17 |
| 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 | $30,392,000 | 23 |
| Number of Managed Accounts | $29,765,000 | 11 |
| Number of Non-Managed Accounts | $627,000 | 99 |
| Total fiduciary and related assets | $53,965,037,000 | 26 |
| Managed Assets ($) | $49,371,678,000 | 13 |
| Non-managed Assets ($) | $4,593,359,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $132,419,000 | 18 |
| 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 | $29,625,000 | 21 |
| Number of Managed Accounts | $28,954,000 | 11 |
| Number of Non-Managed Accounts | $671,000 | 93 |
| Total fiduciary and related assets | $54,473,918,000 | 25 |
| Managed Assets ($) | $49,903,196,000 | 14 |
| Non-managed Assets ($) | $4,570,722,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,334,000 | 17 |
| 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 | $29,264,000 | 22 |
| Number of Managed Accounts | $28,557,000 | 10 |
| Number of Non-Managed Accounts | $707,000 | 100 |
| Total fiduciary and related assets | $56,548,934,000 | 25 |
| Managed Assets ($) | $51,861,857,000 | 13 |
| Non-managed Assets ($) | $4,687,077,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $268,654,000 | 18 |
| 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 | $29,002,000 | 22 |
| Number of Managed Accounts | $28,334,000 | 10 |
| Number of Non-Managed Accounts | $668,000 | 91 |
| Total fiduciary and related assets | $57,222,618,000 | 26 |
| Managed Assets ($) | $52,370,500,000 | 14 |
| Non-managed Assets ($) | $4,852,118,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,078,000 | 17 |
| 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 | $28,786,000 | 22 |
| Number of Managed Accounts | $28,164,000 | 10 |
| Number of Non-Managed Accounts | $622,000 | 94 |
| Total fiduciary and related assets | $56,597,465,000 | 25 |
| Managed Assets ($) | $51,405,425,000 | 13 |
| Non-managed Assets ($) | $5,192,040,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $134,237,000 | 20 |
| 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 | $28,356,000 | 22 |
| Number of Managed Accounts | $27,739,000 | 11 |
| Number of Non-Managed Accounts | $617,000 | 92 |
| Total fiduciary and related assets | $53,788,656,000 | 25 |
| Managed Assets ($) | $48,958,518,000 | 16 |
| Non-managed Assets ($) | $4,830,138,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,667,000 | 20 |
| 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 | $28,139,000 | 22 |
| Number of Managed Accounts | $27,553,000 | 11 |
| Number of Non-Managed Accounts | $586,000 | 114 |
| Total fiduciary and related assets | $52,210,665,000 | 25 |
| Managed Assets ($) | $47,938,704,000 | 16 |
| Non-managed Assets ($) | $4,271,961,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $259,792,000 | 20 |
| 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 | $19,078,000 | 29 |
| Number of Managed Accounts | $18,708,000 | 14 |
| Number of Non-Managed Accounts | $370,000 | 129 |
| Total fiduciary and related assets | $31,555,289,000 | 34 |
| Managed Assets ($) | $30,141,459,000 | 23 |
| Non-managed Assets ($) | $1,413,830,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $116,681,000 | 26 |
| 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 | $17,535,000 | 29 |
| Number of Managed Accounts | $17,211,000 | 14 |
| Number of Non-Managed Accounts | $324,000 | 144 |
| Total fiduciary and related assets | $26,887,742,000 | 35 |
| Managed Assets ($) | $25,798,663,000 | 21 |
| Non-managed Assets ($) | $1,089,079,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $69,021,000 | 25 |
| 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 | $17,574,000 | 29 |
| Number of Managed Accounts | $17,237,000 | 14 |
| Number of Non-Managed Accounts | $337,000 | 141 |
| Total fiduciary and related assets | $27,101,632,000 | 35 |
| Managed Assets ($) | $26,058,052,000 | 21 |
| Non-managed Assets ($) | $1,043,580,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,500,000 | 26 |
| 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 | $17,390,000 | 33 |
| Number of Managed Accounts | $17,041,000 | 16 |
| Number of Non-Managed Accounts | $349,000 | 169 |
| Total fiduciary and related assets | $26,227,757,000 | 36 |
| Managed Assets ($) | $24,996,538,000 | 23 |
| Non-managed Assets ($) | $1,231,219,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,953,000 | 26 |
| 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 | $17,509,000 | 30 |
| Number of Managed Accounts | $17,167,000 | 14 |
| Number of Non-Managed Accounts | $342,000 | 135 |
| Total fiduciary and related assets | $26,165,498,000 | 36 |
| Managed Assets ($) | $25,307,685,000 | 23 |
| Non-managed Assets ($) | $857,813,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,590,000 | 26 |
| 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 | $17,553,000 | 30 |
| Number of Managed Accounts | $17,185,000 | 13 |
| Number of Non-Managed Accounts | $368,000 | 133 |
| Total fiduciary and related assets | $25,935,453,000 | 35 |
| Managed Assets ($) | $25,038,251,000 | 22 |
| Non-managed Assets ($) | $897,202,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,624,000 | 26 |
| 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 | $17,588,000 | 31 |
| Number of Managed Accounts | $17,229,000 | 15 |
| Number of Non-Managed Accounts | $359,000 | 139 |
| Total fiduciary and related assets | $25,281,720,000 | 38 |
| Managed Assets ($) | $24,411,277,000 | 24 |
| Non-managed Assets ($) | $870,443,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,657,000 | 28 |
| 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 | $17,397,000 | 31 |
| Number of Managed Accounts | $17,050,000 | 15 |
| Number of Non-Managed Accounts | $347,000 | 178 |
| Total fiduciary and related assets | $25,543,024,000 | 39 |
| Managed Assets ($) | $24,727,991,000 | 23 |
| Non-managed Assets ($) | $815,033,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $134,134,000 | 28 |
| 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 | $17,254,000 | 31 |
| Number of Managed Accounts | $16,923,000 | 15 |
| Number of Non-Managed Accounts | $331,000 | 140 |
| Total fiduciary and related assets | $23,848,136,000 | 41 |
| Managed Assets ($) | $23,366,178,000 | 23 |
| Non-managed Assets ($) | $481,958,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $100,880,000 | 27 |
| 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 | $17,347,000 | 30 |
| Number of Managed Accounts | $17,025,000 | 15 |
| Number of Non-Managed Accounts | $322,000 | 143 |
| Total fiduciary and related assets | $23,936,940,000 | 41 |
| Managed Assets ($) | $23,443,857,000 | 23 |
| Non-managed Assets ($) | $493,083,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,990,000 | 28 |
| 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 | $17,164,000 | 30 |
| Number of Managed Accounts | $16,858,000 | 15 |
| Number of Non-Managed Accounts | $306,000 | 148 |
| Total fiduciary and related assets | $23,278,173,000 | 41 |
| Managed Assets ($) | $22,972,839,000 | 23 |
| Non-managed Assets ($) | $305,334,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,117,000 | 27 |
| 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 | $17,524,000 | 30 |
| Number of Managed Accounts | $17,190,000 | 15 |
| Number of Non-Managed Accounts | $334,000 | 196 |
| Total fiduciary and related assets | $23,804,188,000 | 41 |
| Managed Assets ($) | $23,420,230,000 | 23 |
| Non-managed Assets ($) | $383,958,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $128,007,000 | 28 |
| 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 | $17,477,000 | 30 |
| Number of Managed Accounts | $17,151,000 | 14 |
| Number of Non-Managed Accounts | $326,000 | 165 |
| Total fiduciary and related assets | $22,563,110,000 | 41 |
| Managed Assets ($) | $22,198,088,000 | 23 |
| Non-managed Assets ($) | $365,022,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,370,000 | 28 |
| 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 | $17,716,000 | 31 |
| Number of Managed Accounts | $17,369,000 | 14 |
| Number of Non-Managed Accounts | $347,000 | 163 |
| Total fiduciary and related assets | $22,413,381,000 | 42 |
| Managed Assets ($) | $22,042,246,000 | 23 |
| Non-managed Assets ($) | $371,135,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,848,000 | 28 |
| 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 | $17,858,000 | 30 |
| Number of Managed Accounts | $17,499,000 | 15 |
| Number of Non-Managed Accounts | $359,000 | 169 |
| Total fiduciary and related assets | $21,370,146,000 | 41 |
| Managed Assets ($) | $21,024,301,000 | 22 |
| Non-managed Assets ($) | $345,845,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,527,000 | 27 |
| 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 | $18,027,000 | 29 |
| Number of Managed Accounts | $17,634,000 | 15 |
| Number of Non-Managed Accounts | $393,000 | 192 |
| Total fiduciary and related assets | $22,032,169,000 | 40 |
| Managed Assets ($) | $21,575,777,000 | 23 |
| Non-managed Assets ($) | $456,392,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $132,968,000 | 25 |
| 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 | $18,136,000 | 25 |
| Number of Managed Accounts | $17,750,000 | 15 |
| Number of Non-Managed Accounts | $386,000 | 176 |
| Total fiduciary and related assets | $25,803,455,000 | 40 |
| Managed Assets ($) | $25,160,576,000 | 24 |
| Non-managed Assets ($) | $642,879,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $145,756,000 | 25 |
| 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 | $174,240,000 | 28 |
| 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 | $141,792,000 | 30 |
| 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 | $113,705,000 | 36 |
| 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 | $90,254,000 | 37 |
| 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 | $76,614,000 | 39 |
| 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 | $63,340,000 | 39 |
| 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 | $57,077,000 | 37 |
| 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 | $52,226,000 | 38 |
| 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 | $45,869,000 | 42 |