Home > Wilmington Trust > Fiduciary and Related Services
Wilmington Trust, 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 | $17,308,000 | 29 |
| Number of Managed Accounts | $8,922,000 | 24 |
| Number of Non-Managed Accounts | $8,386,000 | 21 |
| Total fiduciary and related assets | $35,574,611,000 | 25 |
| Managed Assets ($) | $9,988,441,000 | 34 |
| Non-managed Assets ($) | $25,586,170,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,685,000 | 44 |
| 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 | $17,591,000 | 28 |
| Number of Managed Accounts | $9,116,000 | 23 |
| Number of Non-Managed Accounts | $8,475,000 | 21 |
| Total fiduciary and related assets | $36,070,309,000 | 24 |
| Managed Assets ($) | $10,154,534,000 | 32 |
| Non-managed Assets ($) | $25,915,775,000 | 19 |
| 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 | $17,608,000 | 27 |
| Number of Managed Accounts | $9,116,000 | 24 |
| Number of Non-Managed Accounts | $8,492,000 | 22 |
| Total fiduciary and related assets | $34,795,140,000 | 25 |
| Managed Assets ($) | $10,247,575,000 | 33 |
| Non-managed Assets ($) | $24,547,565,000 | 19 |
| 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 | $16,158,000 | 27 |
| Number of Managed Accounts | $8,427,000 | 23 |
| Number of Non-Managed Accounts | $7,731,000 | 22 |
| Total fiduciary and related assets | $33,354,830,000 | 26 |
| Managed Assets ($) | $10,413,226,000 | 31 |
| Non-managed Assets ($) | $22,941,604,000 | 21 |
| 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 | $16,166,000 | 26 |
| Number of Managed Accounts | $8,405,000 | 24 |
| Number of Non-Managed Accounts | $7,761,000 | 23 |
| Total fiduciary and related assets | $30,945,152,000 | 27 |
| Managed Assets ($) | $10,030,424,000 | 30 |
| Non-managed Assets ($) | $20,914,728,000 | 22 |
| 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 | $16,205,000 | 28 |
| Number of Managed Accounts | $8,478,000 | 23 |
| Number of Non-Managed Accounts | $7,727,000 | 24 |
| Total fiduciary and related assets | $32,457,849,000 | 27 |
| Managed Assets ($) | $10,640,219,000 | 31 |
| Non-managed Assets ($) | $21,817,630,000 | 22 |
| 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 | $16,338,000 | 30 |
| Number of Managed Accounts | $8,518,000 | 25 |
| Number of Non-Managed Accounts | $7,820,000 | 26 |
| Total fiduciary and related assets | $31,890,092,000 | 28 |
| Managed Assets ($) | $10,652,035,000 | 31 |
| Non-managed Assets ($) | $21,238,057,000 | 23 |
| 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 | $17,438,000 | 32 |
| Number of Managed Accounts | $9,277,000 | 23 |
| Number of Non-Managed Accounts | $8,161,000 | 27 |
| Total fiduciary and related assets | $31,224,579,000 | 31 |
| Managed Assets ($) | $10,404,038,000 | 34 |
| Non-managed Assets ($) | $20,820,541,000 | 25 |
| 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 | $17,169,000 | 32 |
| Number of Managed Accounts | $9,211,000 | 24 |
| Number of Non-Managed Accounts | $7,958,000 | 27 |
| Total fiduciary and related assets | $27,603,417,000 | 32 |
| Managed Assets ($) | $9,116,909,000 | 37 |
| Non-managed Assets ($) | $18,486,508,000 | 24 |
| 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 | $16,804,000 | 31 |
| Number of Managed Accounts | $8,920,000 | 25 |
| Number of Non-Managed Accounts | $7,884,000 | 26 |
| Total fiduciary and related assets | $24,838,884,000 | 32 |
| Managed Assets ($) | $8,730,774,000 | 38 |
| Non-managed Assets ($) | $16,108,110,000 | 25 |
| 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 | $16,228,000 | 32 |
| Number of Managed Accounts | $7,965,000 | 29 |
| Number of Non-Managed Accounts | $8,263,000 | 27 |
| Total fiduciary and related assets | $25,391,985,000 | 33 |
| Managed Assets ($) | $9,171,935,000 | 40 |
| Non-managed Assets ($) | $16,220,050,000 | 26 |
| 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 | $11,739,000 | 39 |
| Number of Managed Accounts | $6,392,000 | 32 |
| Number of Non-Managed Accounts | $5,347,000 | 32 |
| Total fiduciary and related assets | $27,120,002,000 | 33 |
| Managed Assets ($) | $8,098,870,000 | 44 |
| Non-managed Assets ($) | $19,021,132,000 | 25 |
| 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 | $12,302,000 | 39 |
| Number of Managed Accounts | $6,284,000 | 34 |
| Number of Non-Managed Accounts | $6,018,000 | 31 |
| Total fiduciary and related assets | $29,853,751,000 | 35 |
| Managed Assets ($) | $8,640,495,000 | 47 |
| Non-managed Assets ($) | $21,213,256,000 | 28 |
| 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 | $5,700,000 | 52 |
| Number of Managed Accounts | $5,098,000 | 36 |
| Number of Non-Managed Accounts | $602,000 | 100 |
| Total fiduciary and related assets | $8,638,653,000 | 63 |
| Managed Assets ($) | $7,514,380,000 | 48 |
| Non-managed Assets ($) | $1,124,273,000 | 94 |
| 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 | $5,699,000 | 54 |
| Number of Managed Accounts | $5,101,000 | 37 |
| Number of Non-Managed Accounts | $598,000 | 114 |
| Total fiduciary and related assets | $8,859,913,000 | 61 |
| Managed Assets ($) | $7,690,011,000 | 46 |
| Non-managed Assets ($) | $1,169,902,000 | 95 |
| 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 | $5,764,000 | 51 |
| Number of Managed Accounts | $5,221,000 | 38 |
| Number of Non-Managed Accounts | $543,000 | 101 |
| Total fiduciary and related assets | $8,751,469,000 | 62 |
| Managed Assets ($) | $7,616,244,000 | 48 |
| Non-managed Assets ($) | $1,135,225,000 | 92 |
| 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 | $5,943,000 | 52 |
| Number of Managed Accounts | $5,392,000 | 37 |
| Number of Non-Managed Accounts | $551,000 | 101 |
| Total fiduciary and related assets | $8,666,696,000 | 65 |
| Managed Assets ($) | $7,541,502,000 | 48 |
| Non-managed Assets ($) | $1,125,194,000 | 98 |
| 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 | $4,810,000 | 61 |
| Number of Managed Accounts | $4,597,000 | 40 |
| Number of Non-Managed Accounts | $213,000 | 163 |
| Total fiduciary and related assets | $6,495,811,000 | 70 |
| Managed Assets ($) | $6,183,919,000 | 48 |
| Non-managed Assets ($) | $311,892,000 | 150 |
| 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 | $4,997,000 | 63 |
| Number of Managed Accounts | $4,790,000 | 39 |
| Number of Non-Managed Accounts | $207,000 | 234 |
| Total fiduciary and related assets | $6,341,568,000 | 70 |
| Managed Assets ($) | $6,091,927,000 | 48 |
| Non-managed Assets ($) | $249,641,000 | 160 |
| 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 | $5,020,000 | 63 |
| Number of Managed Accounts | $4,812,000 | 41 |
| Number of Non-Managed Accounts | $208,000 | 175 |
| Total fiduciary and related assets | $6,263,019,000 | 75 |
| Managed Assets ($) | $6,013,854,000 | 52 |
| Non-managed Assets ($) | $249,165,000 | 167 |
| 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 | $5,127,000 | 63 |
| Number of Managed Accounts | $4,913,000 | 41 |
| Number of Non-Managed Accounts | $214,000 | 179 |
| Total fiduciary and related assets | $6,181,120,000 | 78 |
| Managed Assets ($) | $5,920,014,000 | 55 |
| Non-managed Assets ($) | $261,106,000 | 170 |
| 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 | $5,120,000 | 62 |
| Number of Managed Accounts | $4,900,000 | 41 |
| Number of Non-Managed Accounts | $220,000 | 178 |
| Total fiduciary and related assets | $6,373,463,000 | 77 |
| Managed Assets ($) | $6,103,420,000 | 54 |
| Non-managed Assets ($) | $270,043,000 | 170 |
| 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 | $5,025,000 | 68 |
| Number of Managed Accounts | $4,807,000 | 47 |
| Number of Non-Managed Accounts | $218,000 | 236 |
| Total fiduciary and related assets | $6,004,146,000 | 80 |
| Managed Assets ($) | $5,766,193,000 | 56 |
| Non-managed Assets ($) | $237,953,000 | 184 |
| 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 | $4,970,000 | 63 |
| Number of Managed Accounts | $4,755,000 | 45 |
| Number of Non-Managed Accounts | $215,000 | 176 |
| Total fiduciary and related assets | $4,696,714,000 | 86 |
| Managed Assets ($) | $4,470,658,000 | 66 |
| Non-managed Assets ($) | $226,056,000 | 182 |
| 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 | $3,433,000 | 88 |
| Number of Managed Accounts | $3,226,000 | 64 |
| Number of Non-Managed Accounts | $207,000 | 178 |
| Total fiduciary and related assets | $4,623,065,000 | 85 |
| Managed Assets ($) | $4,401,481,000 | 63 |
| Non-managed Assets ($) | $221,584,000 | 181 |
| 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 | $3,382,000 | 91 |
| Number of Managed Accounts | $3,174,000 | 66 |
| Number of Non-Managed Accounts | $208,000 | 182 |
| Total fiduciary and related assets | $4,508,456,000 | 88 |
| Managed Assets ($) | $4,268,454,000 | 66 |
| Non-managed Assets ($) | $240,002,000 | 177 |
| 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 | $3,184,000 | 98 |
| Number of Managed Accounts | $2,982,000 | 69 |
| Number of Non-Managed Accounts | $202,000 | 254 |
| Total fiduciary and related assets | $4,500,526,000 | 88 |
| Managed Assets ($) | $4,281,631,000 | 67 |
| Non-managed Assets ($) | $218,895,000 | 190 |
| 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 | $3,272,000 | 91 |
| Number of Managed Accounts | $3,051,000 | 65 |
| Number of Non-Managed Accounts | $221,000 | 180 |
| Total fiduciary and related assets | $3,856,654,000 | 92 |
| Managed Assets ($) | $3,651,072,000 | 68 |
| Non-managed Assets ($) | $205,582,000 | 191 |
| 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 | $3,127,000 | 94 |
| Number of Managed Accounts | $2,913,000 | 65 |
| Number of Non-Managed Accounts | $214,000 | 188 |
| Total fiduciary and related assets | $3,593,438,000 | 99 |
| Managed Assets ($) | $3,387,216,000 | 71 |
| Non-managed Assets ($) | $206,222,000 | 191 |
| 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 | $2,993,000 | 96 |
| Number of Managed Accounts | $2,782,000 | 68 |
| Number of Non-Managed Accounts | $211,000 | 187 |
| Total fiduciary and related assets | $3,559,827,000 | 97 |
| Managed Assets ($) | $3,342,755,000 | 71 |
| Non-managed Assets ($) | $217,072,000 | 189 |
| 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 | $3,016,000 | 102 |
| Number of Managed Accounts | $2,711,000 | 76 |
| Number of Non-Managed Accounts | $305,000 | 210 |
| Total fiduciary and related assets | $3,294,526,000 | 103 |
| Managed Assets ($) | $3,073,246,000 | 76 |
| Non-managed Assets ($) | $221,280,000 | 193 |
| 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 | $2,533,000 | 113 |
| Number of Managed Accounts | $2,383,000 | 79 |
| Number of Non-Managed Accounts | $150,000 | 235 |
| Total fiduciary and related assets | $3,061,193,000 | 107 |
| Managed Assets ($) | $2,883,266,000 | 78 |
| Non-managed Assets ($) | $177,927,000 | 210 |
| 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 | $2,430,000 | 118 |
| Number of Managed Accounts | $2,291,000 | 82 |
| Number of Non-Managed Accounts | $139,000 | 250 |
| Total fiduciary and related assets | $2,905,321,000 | 109 |
| Managed Assets ($) | $2,745,998,000 | 81 |
| Non-managed Assets ($) | $159,323,000 | 215 |
| 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 | $2,315,000 | 126 |
| Number of Managed Accounts | $2,187,000 | 89 |
| Number of Non-Managed Accounts | $128,000 | 264 |
| Total fiduciary and related assets | $2,571,084,000 | 117 |
| Managed Assets ($) | $2,438,386,000 | 83 |
| Non-managed Assets ($) | $132,698,000 | 231 |
| 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 | $2,185,000 | 135 |
| Number of Managed Accounts | $2,072,000 | 98 |
| Number of Non-Managed Accounts | $113,000 | 400 |
| Total fiduciary and related assets | $2,444,554,000 | 121 |
| Managed Assets ($) | $2,307,297,000 | 89 |
| Non-managed Assets ($) | $137,257,000 | 239 |
| 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 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |