Home > Wilmington Trust Company > Fiduciary and Related Services
Wilmington Trust Company, 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 | $29,712,000 | 20 |
| Number of Managed Accounts | $7,408,000 | 29 |
| Number of Non-Managed Accounts | $22,304,000 | 13 |
| Total fiduciary and related assets | $111,962,032,000 | 13 |
| Managed Assets ($) | $20,953,126,000 | 20 |
| Non-managed Assets ($) | $91,008,906,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,016,000 | 38 |
| 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 | $29,848,000 | 19 |
| Number of Managed Accounts | $7,547,000 | 28 |
| Number of Non-Managed Accounts | $22,301,000 | 14 |
| Total fiduciary and related assets | $112,630,220,000 | 13 |
| Managed Assets ($) | $22,030,189,000 | 19 |
| Non-managed Assets ($) | $90,600,031,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,131,000 | 20 |
| 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 | $30,692,000 | 18 |
| Number of Managed Accounts | $7,573,000 | 28 |
| Number of Non-Managed Accounts | $23,119,000 | 13 |
| Total fiduciary and related assets | $112,243,887,000 | 13 |
| Managed Assets ($) | $21,469,290,000 | 20 |
| Non-managed Assets ($) | $90,774,597,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $174,014,000 | 20 |
| 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 | $15,598,000 | 28 |
| Number of Managed Accounts | $7,192,000 | 28 |
| Number of Non-Managed Accounts | $8,406,000 | 21 |
| Total fiduciary and related assets | $108,357,415,000 | 13 |
| Managed Assets ($) | $21,841,516,000 | 20 |
| Non-managed Assets ($) | $86,515,899,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $129,272,000 | 20 |
| 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 | $15,747,000 | 28 |
| Number of Managed Accounts | $7,269,000 | 27 |
| Number of Non-Managed Accounts | $8,478,000 | 22 |
| Total fiduciary and related assets | $102,927,731,000 | 14 |
| Managed Assets ($) | $20,207,837,000 | 20 |
| Non-managed Assets ($) | $82,719,894,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,552,000 | 20 |
| 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 | $15,641,000 | 29 |
| Number of Managed Accounts | $7,306,000 | 26 |
| Number of Non-Managed Accounts | $8,335,000 | 22 |
| Total fiduciary and related assets | $105,402,780,000 | 14 |
| Managed Assets ($) | $20,912,712,000 | 20 |
| Non-managed Assets ($) | $84,490,068,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,920,000 | 21 |
| 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 | $17,698,000 | 28 |
| Number of Managed Accounts | $7,331,000 | 29 |
| Number of Non-Managed Accounts | $10,367,000 | 21 |
| Total fiduciary and related assets | $104,653,861,000 | 15 |
| Managed Assets ($) | $20,796,961,000 | 21 |
| Non-managed Assets ($) | $83,856,900,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $169,353,000 | 21 |
| 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 | $31,856,000 | 21 |
| Number of Managed Accounts | $7,765,000 | 28 |
| Number of Non-Managed Accounts | $24,091,000 | 14 |
| Total fiduciary and related assets | $94,217,057,000 | 16 |
| Managed Assets ($) | $20,064,800,000 | 23 |
| Non-managed Assets ($) | $74,152,257,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $125,317,000 | 22 |
| 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 | $31,771,000 | 21 |
| Number of Managed Accounts | $7,823,000 | 29 |
| Number of Non-Managed Accounts | $23,948,000 | 14 |
| Total fiduciary and related assets | $85,349,375,000 | 16 |
| Managed Assets ($) | $16,767,451,000 | 24 |
| Non-managed Assets ($) | $68,581,924,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $82,754,000 | 22 |
| 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 | $31,610,000 | 22 |
| Number of Managed Accounts | $7,805,000 | 28 |
| Number of Non-Managed Accounts | $23,805,000 | 13 |
| Total fiduciary and related assets | $79,997,348,000 | 16 |
| Managed Assets ($) | $15,994,187,000 | 24 |
| Non-managed Assets ($) | $64,003,161,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,555,000 | 21 |
| 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 | $37,143,000 | 20 |
| Number of Managed Accounts | $7,774,000 | 30 |
| Number of Non-Managed Accounts | $29,369,000 | 13 |
| Total fiduciary and related assets | $86,496,664,000 | 16 |
| Managed Assets ($) | $16,826,345,000 | 25 |
| Non-managed Assets ($) | $69,670,319,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $181,330,000 | 21 |
| 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 | $37,134,000 | 19 |
| Number of Managed Accounts | $7,683,000 | 28 |
| Number of Non-Managed Accounts | $29,451,000 | 12 |
| Total fiduciary and related assets | $97,017,666,000 | 16 |
| Managed Assets ($) | $19,905,176,000 | 24 |
| Non-managed Assets ($) | $77,112,490,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $138,799,000 | 23 |
| 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 | $37,036,000 | 19 |
| Number of Managed Accounts | $7,730,000 | 29 |
| Number of Non-Managed Accounts | $29,306,000 | 14 |
| Total fiduciary and related assets | $104,677,422,000 | 19 |
| Managed Assets ($) | $20,779,399,000 | 25 |
| Non-managed Assets ($) | $83,898,023,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,049,000 | 24 |
| 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 | $36,971,000 | 18 |
| Number of Managed Accounts | $7,699,000 | 29 |
| Number of Non-Managed Accounts | $29,272,000 | 13 |
| Total fiduciary and related assets | $107,016,523,000 | 18 |
| Managed Assets ($) | $21,802,365,000 | 23 |
| Non-managed Assets ($) | $85,214,158,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,605,000 | 23 |
| 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 | $36,501,000 | 19 |
| Number of Managed Accounts | $7,916,000 | 30 |
| Number of Non-Managed Accounts | $28,585,000 | 13 |
| Total fiduciary and related assets | $105,774,908,000 | 19 |
| Managed Assets ($) | $22,076,100,000 | 24 |
| Non-managed Assets ($) | $83,698,808,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $184,658,000 | 24 |
| 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 | $36,260,000 | 20 |
| Number of Managed Accounts | $7,931,000 | 29 |
| Number of Non-Managed Accounts | $28,329,000 | 12 |
| Total fiduciary and related assets | $106,491,973,000 | 19 |
| Managed Assets ($) | $21,222,962,000 | 26 |
| Non-managed Assets ($) | $85,269,011,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,580,000 | 23 |
| 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 | $35,921,000 | 20 |
| Number of Managed Accounts | $8,050,000 | 29 |
| Number of Non-Managed Accounts | $27,871,000 | 12 |
| Total fiduciary and related assets | $100,235,950,000 | 19 |
| Managed Assets ($) | $20,596,762,000 | 25 |
| Non-managed Assets ($) | $79,639,188,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,834,000 | 26 |
| 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 | $35,031,000 | 21 |
| Number of Managed Accounts | $7,979,000 | 28 |
| Number of Non-Managed Accounts | $27,052,000 | 12 |
| Total fiduciary and related assets | $96,264,015,000 | 19 |
| Managed Assets ($) | $20,896,326,000 | 26 |
| Non-managed Assets ($) | $75,367,689,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,558,000 | 26 |
| 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 | $34,292,000 | 21 |
| Number of Managed Accounts | $7,974,000 | 29 |
| Number of Non-Managed Accounts | $26,318,000 | 12 |
| Total fiduciary and related assets | $90,104,257,000 | 19 |
| Managed Assets ($) | $20,661,251,000 | 26 |
| Non-managed Assets ($) | $69,443,006,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,398,000 | 24 |
| 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 | $33,174,000 | 21 |
| Number of Managed Accounts | $7,956,000 | 27 |
| Number of Non-Managed Accounts | $25,218,000 | 12 |
| Total fiduciary and related assets | $83,133,132,000 | 21 |
| Managed Assets ($) | $18,898,151,000 | 26 |
| Non-managed Assets ($) | $64,234,981,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $123,303,000 | 24 |
| 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 | $32,591,000 | 21 |
| Number of Managed Accounts | $7,997,000 | 28 |
| Number of Non-Managed Accounts | $24,594,000 | 13 |
| Total fiduciary and related assets | $76,233,567,000 | 21 |
| Managed Assets ($) | $18,439,691,000 | 25 |
| Non-managed Assets ($) | $57,793,876,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $81,597,000 | 23 |
| 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 | $31,766,000 | 20 |
| Number of Managed Accounts | $7,926,000 | 28 |
| Number of Non-Managed Accounts | $23,840,000 | 13 |
| Total fiduciary and related assets | $76,415,266,000 | 21 |
| Managed Assets ($) | $19,277,666,000 | 25 |
| Non-managed Assets ($) | $57,137,600,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,025,000 | 23 |
| 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 | $31,990,000 | 20 |
| Number of Managed Accounts | $8,068,000 | 30 |
| Number of Non-Managed Accounts | $23,922,000 | 13 |
| Total fiduciary and related assets | $74,361,799,000 | 20 |
| Managed Assets ($) | $18,958,815,000 | 26 |
| Non-managed Assets ($) | $55,402,984,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,014,000 | 24 |
| 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 | $31,030,000 | 19 |
| Number of Managed Accounts | $7,903,000 | 27 |
| Number of Non-Managed Accounts | $23,127,000 | 13 |
| Total fiduciary and related assets | $74,061,835,000 | 21 |
| Managed Assets ($) | $18,608,649,000 | 26 |
| Non-managed Assets ($) | $55,453,186,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $115,521,000 | 24 |
| 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 | $30,301,000 | 20 |
| Number of Managed Accounts | $7,793,000 | 27 |
| Number of Non-Managed Accounts | $22,508,000 | 15 |
| Total fiduciary and related assets | $72,703,036,000 | 21 |
| Managed Assets ($) | $18,509,621,000 | 26 |
| Non-managed Assets ($) | $54,193,415,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,126,000 | 24 |
| 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 | $29,673,000 | 20 |
| Number of Managed Accounts | $7,669,000 | 28 |
| Number of Non-Managed Accounts | $22,004,000 | 15 |
| Total fiduciary and related assets | $71,124,230,000 | 22 |
| Managed Assets ($) | $18,958,389,000 | 28 |
| Non-managed Assets ($) | $52,165,841,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,722,000 | 25 |
| 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 | $28,978,000 | 22 |
| Number of Managed Accounts | $7,496,000 | 33 |
| Number of Non-Managed Accounts | $21,482,000 | 17 |
| Total fiduciary and related assets | $71,411,078,000 | 22 |
| Managed Assets ($) | $19,479,051,000 | 27 |
| Non-managed Assets ($) | $51,932,027,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $146,147,000 | 25 |
| 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 | $28,221,000 | 22 |
| Number of Managed Accounts | $7,429,000 | 31 |
| Number of Non-Managed Accounts | $20,792,000 | 17 |
| Total fiduciary and related assets | $67,348,970,000 | 23 |
| Managed Assets ($) | $17,503,220,000 | 28 |
| Non-managed Assets ($) | $49,845,750,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $108,404,000 | 24 |
| 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 | $27,705,000 | 23 |
| Number of Managed Accounts | $7,411,000 | 30 |
| Number of Non-Managed Accounts | $20,294,000 | 18 |
| Total fiduciary and related assets | $66,715,958,000 | 23 |
| Managed Assets ($) | $17,149,289,000 | 28 |
| Non-managed Assets ($) | $49,566,669,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,848,000 | 25 |
| 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 | $27,071,000 | 24 |
| Number of Managed Accounts | $7,473,000 | 30 |
| Number of Non-Managed Accounts | $19,598,000 | 19 |
| Total fiduciary and related assets | $68,074,049,000 | 21 |
| Managed Assets ($) | $18,358,981,000 | 28 |
| Non-managed Assets ($) | $49,715,068,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,785,000 | 25 |
| 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 | $15,814,000 | 34 |
| Number of Managed Accounts | $6,862,000 | 36 |
| Number of Non-Managed Accounts | $8,952,000 | 28 |
| Total fiduciary and related assets | $71,392,734,000 | 21 |
| Managed Assets ($) | $18,667,208,000 | 26 |
| Non-managed Assets ($) | $52,725,526,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,749,000 | 26 |
| 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 | $15,514,000 | 34 |
| Number of Managed Accounts | $6,836,000 | 34 |
| Number of Non-Managed Accounts | $8,678,000 | 26 |
| Total fiduciary and related assets | $65,321,463,000 | 21 |
| Managed Assets ($) | $17,035,919,000 | 28 |
| Non-managed Assets ($) | $48,285,544,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,267,000 | 26 |
| 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 | $15,407,000 | 36 |
| Number of Managed Accounts | $6,708,000 | 35 |
| Number of Non-Managed Accounts | $8,699,000 | 29 |
| Total fiduciary and related assets | $67,529,981,000 | 21 |
| Managed Assets ($) | $16,905,542,000 | 29 |
| Non-managed Assets ($) | $50,624,439,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,857,000 | 26 |
| 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 | $15,177,000 | 35 |
| Number of Managed Accounts | $6,781,000 | 35 |
| Number of Non-Managed Accounts | $8,396,000 | 29 |
| Total fiduciary and related assets | $64,156,358,000 | 21 |
| Managed Assets ($) | $16,184,290,000 | 25 |
| Non-managed Assets ($) | $47,972,068,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,559,000 | 25 |
| 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 | $14,937,000 | 35 |
| Number of Managed Accounts | $6,876,000 | 36 |
| Number of Non-Managed Accounts | $8,061,000 | 29 |
| Total fiduciary and related assets | $66,439,739,000 | 21 |
| Managed Assets ($) | $16,729,931,000 | 25 |
| Non-managed Assets ($) | $49,709,808,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,642,000 | 27 |
| 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 | $13,595,000 | 35 |
| Number of Managed Accounts | $6,903,000 | 38 |
| Number of Non-Managed Accounts | $6,692,000 | 27 |
| Total fiduciary and related assets | $73,994,286,000 | 20 |
| Managed Assets ($) | $19,780,695,000 | 26 |
| Non-managed Assets ($) | $54,213,591,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $125,158,000 | 29 |
| 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 | $138,896,000 | 30 |
| 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 | $127,546,000 | 31 |
| 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 | $118,778,000 | 32 |
| 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 | $107,841,000 | 31 |
| 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 | $92,463,000 | 30 |
| 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 | $83,173,000 | 32 |
| 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 | $78,870,000 | 28 |
| 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 | $75,432,000 | 28 |
| 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 | $74,034,000 | 25 |