Home > The Harris Bank > Fiduciary and Related Services
The Harris Bank, Fiduciary and Related Services
| 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 | $2,383,000 | 91 |
| Number of Managed Accounts | $2,373,000 | 70 |
| Number of Non-Managed Accounts | $10,000 | 358 |
| Total fiduciary and related assets | $4,712,992,000 | 70 |
| Managed Assets ($) | $4,706,463,000 | 49 |
| Non-managed Assets ($) | $6,529,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,283,000 | 53 |
| 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 | $2,356,000 | 93 |
| Number of Managed Accounts | $2,346,000 | 68 |
| Number of Non-Managed Accounts | $10,000 | 359 |
| Total fiduciary and related assets | $4,587,419,000 | 70 |
| Managed Assets ($) | $4,580,752,000 | 50 |
| Non-managed Assets ($) | $6,667,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,061,000 | 53 |
| 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 | $2,340,000 | 97 |
| Number of Managed Accounts | $2,330,000 | 71 |
| Number of Non-Managed Accounts | $10,000 | 892 |
| Total fiduciary and related assets | $4,404,316,000 | 73 |
| Managed Assets ($) | $4,397,724,000 | 53 |
| Non-managed Assets ($) | $6,592,000 | 697 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,456,000 | 57 |
| 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 | $2,305,000 | 90 |
| Number of Managed Accounts | $2,295,000 | 68 |
| Number of Non-Managed Accounts | $10,000 | 355 |
| Total fiduciary and related assets | $4,192,740,000 | 74 |
| Managed Assets ($) | $4,186,468,000 | 53 |
| Non-managed Assets ($) | $6,272,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,653,000 | 57 |
| 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 | $2,263,000 | 95 |
| Number of Managed Accounts | $2,253,000 | 71 |
| Number of Non-Managed Accounts | $10,000 | 354 |
| Total fiduciary and related assets | $3,996,332,000 | 74 |
| Managed Assets ($) | $3,990,447,000 | 53 |
| Non-managed Assets ($) | $5,885,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,084,000 | 57 |
| 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 | $2,220,000 | 97 |
| Number of Managed Accounts | $2,209,000 | 71 |
| Number of Non-Managed Accounts | $11,000 | 355 |
| Total fiduciary and related assets | $3,792,859,000 | 75 |
| Managed Assets ($) | $3,784,504,000 | 53 |
| Non-managed Assets ($) | $8,355,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,280,000 | 56 |
| 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 | $2,206,000 | 106 |
| Number of Managed Accounts | $2,195,000 | 74 |
| Number of Non-Managed Accounts | $11,000 | 889 |
| Total fiduciary and related assets | $3,745,418,000 | 75 |
| Managed Assets ($) | $3,737,487,000 | 55 |
| Non-managed Assets ($) | $7,931,000 | 667 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,812,000 | 61 |
| 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 | $2,176,000 | 101 |
| Number of Managed Accounts | $2,163,000 | 74 |
| Number of Non-Managed Accounts | $13,000 | 338 |
| Total fiduciary and related assets | $3,609,867,000 | 77 |
| Managed Assets ($) | $3,600,398,000 | 56 |
| Non-managed Assets ($) | $9,469,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,588,000 | 60 |
| 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 | $2,104,000 | 104 |
| Number of Managed Accounts | $2,090,000 | 79 |
| Number of Non-Managed Accounts | $14,000 | 342 |
| Total fiduciary and related assets | $3,306,642,000 | 80 |
| Managed Assets ($) | $3,296,380,000 | 57 |
| Non-managed Assets ($) | $10,262,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,693,000 | 61 |
| 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 | $2,096,000 | 104 |
| Number of Managed Accounts | $2,082,000 | 81 |
| Number of Non-Managed Accounts | $14,000 | 339 |
| Total fiduciary and related assets | $3,162,952,000 | 80 |
| Managed Assets ($) | $3,153,147,000 | 57 |
| Non-managed Assets ($) | $9,805,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,689,000 | 60 |
| 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 | $2,103,000 | 118 |
| Number of Managed Accounts | $2,087,000 | 83 |
| Number of Non-Managed Accounts | $16,000 | 814 |
| Total fiduciary and related assets | $2,662,908,000 | 94 |
| Managed Assets ($) | $2,652,663,000 | 65 |
| Non-managed Assets ($) | $10,245,000 | 594 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,376,000 | 62 |
| 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 | $2,085,000 | 112 |
| Number of Managed Accounts | $2,061,000 | 83 |
| Number of Non-Managed Accounts | $24,000 | 328 |
| Total fiduciary and related assets | $2,970,474,000 | 87 |
| Managed Assets ($) | $2,958,754,000 | 64 |
| Non-managed Assets ($) | $11,720,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,848,000 | 63 |
| 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 | $2,065,000 | 115 |
| Number of Managed Accounts | $2,040,000 | 84 |
| Number of Non-Managed Accounts | $25,000 | 328 |
| Total fiduciary and related assets | $3,182,716,000 | 92 |
| Managed Assets ($) | $3,170,205,000 | 66 |
| Non-managed Assets ($) | $12,511,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,994,000 | 65 |
| 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 | $2,027,000 | 117 |
| Number of Managed Accounts | $2,004,000 | 87 |
| Number of Non-Managed Accounts | $23,000 | 334 |
| Total fiduciary and related assets | $3,170,675,000 | 94 |
| Managed Assets ($) | $3,147,636,000 | 64 |
| Non-managed Assets ($) | $23,039,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,954,000 | 65 |
| 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 | $1,662,000 | 138 |
| Number of Managed Accounts | $1,647,000 | 98 |
| Number of Non-Managed Accounts | $15,000 | 842 |
| Total fiduciary and related assets | $3,000,112,000 | 96 |
| Managed Assets ($) | $2,985,032,000 | 64 |
| Non-managed Assets ($) | $15,080,000 | 566 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,631,000 | 65 |
| 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 | $1,654,000 | 128 |
| Number of Managed Accounts | $1,636,000 | 96 |
| Number of Non-Managed Accounts | $18,000 | 339 |
| Total fiduciary and related assets | $2,974,103,000 | 98 |
| Managed Assets ($) | $2,958,805,000 | 65 |
| Non-managed Assets ($) | $15,298,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,616,000 | 65 |
| 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 | $1,661,000 | 128 |
| Number of Managed Accounts | $1,635,000 | 95 |
| Number of Non-Managed Accounts | $26,000 | 331 |
| Total fiduciary and related assets | $2,901,868,000 | 101 |
| Managed Assets ($) | $2,872,379,000 | 67 |
| Non-managed Assets ($) | $29,489,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,695,000 | 68 |
| 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 | $1,663,000 | 126 |
| Number of Managed Accounts | $1,637,000 | 92 |
| Number of Non-Managed Accounts | $26,000 | 331 |
| Total fiduciary and related assets | $2,867,183,000 | 99 |
| Managed Assets ($) | $2,835,195,000 | 65 |
| Non-managed Assets ($) | $31,988,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,694,000 | 70 |
| 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 | $1,676,000 | 135 |
| Number of Managed Accounts | $1,650,000 | 93 |
| Number of Non-Managed Accounts | $26,000 | 728 |
| Total fiduciary and related assets | $2,821,259,000 | 101 |
| Managed Assets ($) | $2,787,052,000 | 66 |
| Non-managed Assets ($) | $34,207,000 | 425 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,970,000 | 70 |
| 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 | $1,676,000 | 134 |
| Number of Managed Accounts | $1,648,000 | 98 |
| Number of Non-Managed Accounts | $28,000 | 323 |
| Total fiduciary and related assets | $3,080,891,000 | 97 |
| Managed Assets ($) | $2,704,386,000 | 71 |
| Non-managed Assets ($) | $376,505,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,242,000 | 75 |
| 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 | $1,698,000 | 138 |
| Number of Managed Accounts | $1,669,000 | 103 |
| Number of Non-Managed Accounts | $29,000 | 329 |
| Total fiduciary and related assets | $3,042,540,000 | 102 |
| Managed Assets ($) | $2,632,751,000 | 75 |
| Non-managed Assets ($) | $409,789,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,593,000 | 79 |
| 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 | $1,680,000 | 138 |
| Number of Managed Accounts | $1,651,000 | 103 |
| Number of Non-Managed Accounts | $29,000 | 329 |
| Total fiduciary and related assets | $3,081,917,000 | 103 |
| Managed Assets ($) | $2,632,853,000 | 76 |
| Non-managed Assets ($) | $449,064,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,750,000 | 78 |
| 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 | $1,664,000 | 145 |
| Number of Managed Accounts | $1,629,000 | 108 |
| Number of Non-Managed Accounts | $35,000 | 665 |
| Total fiduciary and related assets | $2,341,397,000 | 114 |
| Managed Assets ($) | $1,951,373,000 | 89 |
| Non-managed Assets ($) | $390,024,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,987,000 | 82 |
| 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 | $1,669,000 | 132 |
| Number of Managed Accounts | $1,633,000 | 103 |
| Number of Non-Managed Accounts | $36,000 | 310 |
| Total fiduciary and related assets | $2,275,356,000 | 116 |
| Managed Assets ($) | $1,973,287,000 | 86 |
| Non-managed Assets ($) | $302,069,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,783,000 | 83 |
| 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 | $1,667,000 | 134 |
| Number of Managed Accounts | $1,627,000 | 102 |
| Number of Non-Managed Accounts | $40,000 | 313 |
| Total fiduciary and related assets | $2,177,799,000 | 116 |
| Managed Assets ($) | $1,855,428,000 | 89 |
| Non-managed Assets ($) | $322,371,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,441,000 | 83 |
| 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 | $1,694,000 | 134 |
| Number of Managed Accounts | $1,652,000 | 103 |
| Number of Non-Managed Accounts | $42,000 | 312 |
| Total fiduciary and related assets | $2,195,077,000 | 120 |
| Managed Assets ($) | $1,836,603,000 | 93 |
| Non-managed Assets ($) | $358,474,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,133,000 | 84 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,719,000 | 142 |
| Number of Managed Accounts | $1,677,000 | 106 |
| Number of Non-Managed Accounts | $42,000 | 642 |
| Total fiduciary and related assets | $2,107,468,000 | 122 |
| Managed Assets ($) | $1,814,839,000 | 93 |
| Non-managed Assets ($) | $292,629,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,007,000 | 77 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,782,000 | 128 |
| Number of Managed Accounts | $1,729,000 | 99 |
| Number of Non-Managed Accounts | $53,000 | 299 |
| Total fiduciary and related assets | $3,323,537,000 | 100 |
| Managed Assets ($) | $1,801,733,000 | 92 |
| Non-managed Assets ($) | $1,521,804,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,777,000 | 77 |
| 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 | $2,094,000 | 113 |
| Number of Managed Accounts | $2,012,000 | 87 |
| Number of Non-Managed Accounts | $82,000 | 276 |
| Total fiduciary and related assets | $5,223,894,000 | 83 |
| Managed Assets ($) | $2,082,361,000 | 87 |
| Non-managed Assets ($) | $3,141,533,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,365,000 | 79 |
| 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 | $2,161,000 | 111 |
| Number of Managed Accounts | $2,073,000 | 84 |
| Number of Non-Managed Accounts | $88,000 | 270 |
| Total fiduciary and related assets | $5,303,308,000 | 83 |
| Managed Assets ($) | $2,135,463,000 | 88 |
| Non-managed Assets ($) | $3,167,845,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,679,000 | 80 |
| 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 | $2,179,000 | 124 |
| Number of Managed Accounts | $2,079,000 | 92 |
| Number of Non-Managed Accounts | $100,000 | 429 |
| Total fiduciary and related assets | $5,100,964,000 | 87 |
| Managed Assets ($) | $2,101,430,000 | 88 |
| Non-managed Assets ($) | $2,999,534,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,286,000 | 83 |
| 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 | $2,185,000 | 122 |
| Number of Managed Accounts | $2,083,000 | 89 |
| Number of Non-Managed Accounts | $102,000 | 269 |
| Total fiduciary and related assets | $4,620,798,000 | 92 |
| Managed Assets ($) | $1,992,857,000 | 90 |
| Non-managed Assets ($) | $2,627,941,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,678,000 | 86 |
| 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 | $2,185,000 | 124 |
| Number of Managed Accounts | $2,084,000 | 89 |
| Number of Non-Managed Accounts | $101,000 | 278 |
| Total fiduciary and related assets | $4,496,678,000 | 93 |
| Managed Assets ($) | $1,964,009,000 | 91 |
| Non-managed Assets ($) | $2,532,669,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,311,000 | 87 |
| 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 | $2,320,000 | 125 |
| Number of Managed Accounts | $2,213,000 | 88 |
| Number of Non-Managed Accounts | $107,000 | 282 |
| Total fiduciary and related assets | $4,117,633,000 | 95 |
| Managed Assets ($) | $1,844,023,000 | 97 |
| Non-managed Assets ($) | $2,273,610,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,027,000 | 89 |
| 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 | $1,859,000 | 150 |
| Number of Managed Accounts | $1,756,000 | 112 |
| Number of Non-Managed Accounts | $103,000 | 419 |
| Total fiduciary and related assets | $3,763,388,000 | 99 |
| Managed Assets ($) | $1,487,893,000 | 108 |
| Non-managed Assets ($) | $2,275,495,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,011,000 | 102 |
| 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 | $1,145,000 | 204 |
| Number of Managed Accounts | $1,124,000 | 149 |
| Number of Non-Managed Accounts | $21,000 | 820 |
| Total fiduciary and related assets | $1,244,162,000 | 157 |
| Managed Assets ($) | $1,219,317,000 | 117 |
| Non-managed Assets ($) | $24,845,000 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,321,000 | 128 |
| 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 | $8,772,000 | 127 |
| 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 | $8,035,000 | 152 |
| 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 | $7,409,000 | 158 |
| 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 | $6,853,000 | 169 |
| 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 |