Home > Northern Trust Bank, Federal Savings Bank > Fiduciary and Related Services
Northern Trust Bank, Federal Savings Bank, 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 | $9,886,000 | 35 |
| Number of Managed Accounts | $9,797,000 | 23 |
| Number of Non-Managed Accounts | $89,000 | 209 |
| Total fiduciary and related assets | $16,380,863,000 | 38 |
| Managed Assets ($) | $16,098,950,000 | 24 |
| Non-managed Assets ($) | $281,913,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $9,880,000 | 35 |
| Number of Managed Accounts | $9,655,000 | 22 |
| Number of Non-Managed Accounts | $225,000 | 146 |
| Total fiduciary and related assets | $18,521,639,000 | 39 |
| Managed Assets ($) | $17,062,185,000 | 24 |
| Non-managed Assets ($) | $1,459,454,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $9,606,000 | 34 |
| Number of Managed Accounts | $9,452,000 | 22 |
| Number of Non-Managed Accounts | $154,000 | 179 |
| Total fiduciary and related assets | $17,549,105,000 | 39 |
| Managed Assets ($) | $16,674,362,000 | 24 |
| Non-managed Assets ($) | $874,743,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $9,623,000 | 35 |
| Number of Managed Accounts | $9,218,000 | 23 |
| Number of Non-Managed Accounts | $405,000 | 134 |
| Total fiduciary and related assets | $16,313,826,000 | 40 |
| Managed Assets ($) | $15,400,883,000 | 25 |
| Non-managed Assets ($) | $912,943,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $9,717,000 | 34 |
| Number of Managed Accounts | $9,206,000 | 22 |
| Number of Non-Managed Accounts | $511,000 | 98 |
| Total fiduciary and related assets | $15,538,415,000 | 42 |
| Managed Assets ($) | $14,564,020,000 | 24 |
| Non-managed Assets ($) | $974,395,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $9,525,000 | 37 |
| Number of Managed Accounts | $9,063,000 | 22 |
| Number of Non-Managed Accounts | $462,000 | 107 |
| Total fiduciary and related assets | $14,465,903,000 | 42 |
| Managed Assets ($) | $13,487,421,000 | 24 |
| Non-managed Assets ($) | $978,482,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $9,230,000 | 39 |
| Number of Managed Accounts | $8,764,000 | 22 |
| Number of Non-Managed Accounts | $466,000 | 111 |
| Total fiduciary and related assets | $15,097,441,000 | 41 |
| Managed Assets ($) | $14,333,146,000 | 24 |
| Non-managed Assets ($) | $764,295,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $8,836,000 | 42 |
| Number of Managed Accounts | $8,338,000 | 26 |
| Number of Non-Managed Accounts | $498,000 | 128 |
| Total fiduciary and related assets | $14,506,719,000 | 44 |
| Managed Assets ($) | $13,677,294,000 | 25 |
| Non-managed Assets ($) | $829,425,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $8,105,000 | 46 |
| Number of Managed Accounts | $7,946,000 | 27 |
| Number of Non-Managed Accounts | $159,000 | 174 |
| Total fiduciary and related assets | $13,521,901,000 | 47 |
| Managed Assets ($) | $12,887,982,000 | 28 |
| Non-managed Assets ($) | $633,919,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $7,896,000 | 48 |
| Number of Managed Accounts | $7,729,000 | 30 |
| Number of Non-Managed Accounts | $167,000 | 177 |
| Total fiduciary and related assets | $12,594,968,000 | 47 |
| Managed Assets ($) | $12,096,394,000 | 28 |
| Non-managed Assets ($) | $498,574,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $7,412,000 | 48 |
| Number of Managed Accounts | $7,245,000 | 32 |
| Number of Non-Managed Accounts | $167,000 | 176 |
| Total fiduciary and related assets | $11,299,150,000 | 49 |
| Managed Assets ($) | $10,850,690,000 | 30 |
| Non-managed Assets ($) | $448,460,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $7,125,000 | 51 |
| Number of Managed Accounts | $6,957,000 | 33 |
| Number of Non-Managed Accounts | $168,000 | 251 |
| Total fiduciary and related assets | $11,348,457,000 | 49 |
| Managed Assets ($) | $10,862,819,000 | 30 |
| Non-managed Assets ($) | $485,638,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,233,000 | 50 |
| Number of Managed Accounts | $6,074,000 | 35 |
| Number of Non-Managed Accounts | $159,000 | 184 |
| Total fiduciary and related assets | $10,897,349,000 | 56 |
| Managed Assets ($) | $10,304,018,000 | 37 |
| Non-managed Assets ($) | $593,331,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,594,000 | 52 |
| Number of Managed Accounts | $6,328,000 | 33 |
| Number of Non-Managed Accounts | $266,000 | 152 |
| Total fiduciary and related assets | $13,949,857,000 | 50 |
| Managed Assets ($) | $11,908,390,000 | 33 |
| Non-managed Assets ($) | $2,041,467,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,001,000 | 50 |
| Number of Managed Accounts | $5,696,000 | 34 |
| Number of Non-Managed Accounts | $305,000 | 140 |
| Total fiduciary and related assets | $14,008,405,000 | 47 |
| Managed Assets ($) | $11,495,965,000 | 35 |
| Non-managed Assets ($) | $2,512,440,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,920,000 | 52 |
| Number of Managed Accounts | $5,605,000 | 36 |
| Number of Non-Managed Accounts | $315,000 | 181 |
| Total fiduciary and related assets | $14,764,654,000 | 46 |
| Managed Assets ($) | $11,997,211,000 | 34 |
| Non-managed Assets ($) | $2,767,443,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,659,000 | 53 |
| Number of Managed Accounts | $5,371,000 | 37 |
| Number of Non-Managed Accounts | $288,000 | 139 |
| Total fiduciary and related assets | $14,675,546,000 | 46 |
| Managed Assets ($) | $11,923,103,000 | 37 |
| Non-managed Assets ($) | $2,752,443,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,437,000 | 55 |
| Number of Managed Accounts | $5,158,000 | 38 |
| Number of Non-Managed Accounts | $279,000 | 144 |
| Total fiduciary and related assets | $13,937,652,000 | 51 |
| Managed Assets ($) | $11,246,048,000 | 38 |
| Non-managed Assets ($) | $2,691,604,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,330,000 | 53 |
| Number of Managed Accounts | $5,023,000 | 37 |
| Number of Non-Managed Accounts | $307,000 | 136 |
| Total fiduciary and related assets | $13,609,813,000 | 51 |
| Managed Assets ($) | $10,949,359,000 | 38 |
| Non-managed Assets ($) | $2,660,454,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,039,000 | 61 |
| Number of Managed Accounts | $4,785,000 | 40 |
| Number of Non-Managed Accounts | $254,000 | 204 |
| Total fiduciary and related assets | $12,957,723,000 | 53 |
| Managed Assets ($) | $10,723,259,000 | 39 |
| Non-managed Assets ($) | $2,234,464,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,879,000 | 66 |
| Number of Managed Accounts | $4,632,000 | 43 |
| Number of Non-Managed Accounts | $247,000 | 159 |
| Total fiduciary and related assets | $12,201,912,000 | 54 |
| Managed Assets ($) | $10,165,928,000 | 42 |
| Non-managed Assets ($) | $2,035,984,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,747,000 | 70 |
| Number of Managed Accounts | $4,510,000 | 45 |
| Number of Non-Managed Accounts | $237,000 | 168 |
| Total fiduciary and related assets | $11,246,424,000 | 55 |
| Managed Assets ($) | $9,555,760,000 | 43 |
| Non-managed Assets ($) | $1,690,664,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,629,000 | 69 |
| Number of Managed Accounts | $4,404,000 | 47 |
| Number of Non-Managed Accounts | $225,000 | 174 |
| Total fiduciary and related assets | $10,023,429,000 | 64 |
| Managed Assets ($) | $8,286,051,000 | 50 |
| Non-managed Assets ($) | $1,737,378,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,421,000 | 76 |
| Number of Managed Accounts | $4,203,000 | 53 |
| Number of Non-Managed Accounts | $218,000 | 236 |
| Total fiduciary and related assets | $9,402,862,000 | 67 |
| Managed Assets ($) | $7,942,340,000 | 49 |
| Non-managed Assets ($) | $1,460,522,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,347,000 | 72 |
| Number of Managed Accounts | $4,143,000 | 50 |
| Number of Non-Managed Accounts | $204,000 | 182 |
| Total fiduciary and related assets | $9,344,915,000 | 66 |
| Managed Assets ($) | $7,657,713,000 | 49 |
| Non-managed Assets ($) | $1,687,202,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,248,000 | 69 |
| Number of Managed Accounts | $4,053,000 | 48 |
| Number of Non-Managed Accounts | $195,000 | 187 |
| Total fiduciary and related assets | $8,990,482,000 | 65 |
| Managed Assets ($) | $7,416,739,000 | 48 |
| Non-managed Assets ($) | $1,573,743,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,188,000 | 73 |
| Number of Managed Accounts | $4,007,000 | 50 |
| Number of Non-Managed Accounts | $181,000 | 198 |
| Total fiduciary and related assets | $8,687,618,000 | 69 |
| Managed Assets ($) | $7,166,216,000 | 51 |
| Non-managed Assets ($) | $1,521,402,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,085,000 | 81 |
| Number of Managed Accounts | $3,912,000 | 54 |
| Number of Non-Managed Accounts | $173,000 | 285 |
| Total fiduciary and related assets | $8,436,682,000 | 71 |
| Managed Assets ($) | $6,905,626,000 | 51 |
| Non-managed Assets ($) | $1,531,056,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,885,000 | 80 |
| Number of Managed Accounts | $3,794,000 | 53 |
| Number of Non-Managed Accounts | $91,000 | 252 |
| Total fiduciary and related assets | $6,522,927,000 | 74 |
| Managed Assets ($) | $6,285,741,000 | 54 |
| Non-managed Assets ($) | $237,186,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,798,000 | 83 |
| Number of Managed Accounts | $3,706,000 | 52 |
| Number of Non-Managed Accounts | $92,000 | 264 |
| Total fiduciary and related assets | $6,600,942,000 | 75 |
| Managed Assets ($) | $6,225,135,000 | 55 |
| Non-managed Assets ($) | $375,807,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,646,000 | 84 |
| Number of Managed Accounts | $3,559,000 | 58 |
| Number of Non-Managed Accounts | $87,000 | 272 |
| Total fiduciary and related assets | $6,373,321,000 | 78 |
| Managed Assets ($) | $6,012,286,000 | 56 |
| Non-managed Assets ($) | $361,035,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,473,000 | 91 |
| Number of Managed Accounts | $3,426,000 | 64 |
| Number of Non-Managed Accounts | $47,000 | 628 |
| Total fiduciary and related assets | $5,873,124,000 | 81 |
| Managed Assets ($) | $5,777,479,000 | 58 |
| Non-managed Assets ($) | $95,645,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,379,000 | 91 |
| Number of Managed Accounts | $3,334,000 | 61 |
| Number of Non-Managed Accounts | $45,000 | 332 |
| Total fiduciary and related assets | $5,185,615,000 | 84 |
| Managed Assets ($) | $5,132,107,000 | 61 |
| Non-managed Assets ($) | $53,508,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,171,000 | 101 |
| Number of Managed Accounts | $3,151,000 | 64 |
| Number of Non-Managed Accounts | $20,000 | 378 |
| Total fiduciary and related assets | $4,743,649,000 | 90 |
| Managed Assets ($) | $4,733,233,000 | 64 |
| Non-managed Assets ($) | $10,416,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,621,000 | 114 |
| Number of Managed Accounts | $2,600,000 | 81 |
| Number of Non-Managed Accounts | $21,000 | 385 |
| Total fiduciary and related assets | $3,678,716,000 | 99 |
| Managed Assets ($) | $3,668,929,000 | 69 |
| Non-managed Assets ($) | $9,787,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,503,000 | 123 |
| Number of Managed Accounts | $2,482,000 | 87 |
| Number of Non-Managed Accounts | $21,000 | 849 |
| Total fiduciary and related assets | $3,610,088,000 | 101 |
| Managed Assets ($) | $3,576,201,000 | 68 |
| Non-managed Assets ($) | $33,887,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 |