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Bank of the West, Fiduciary and Related Services

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,022,000132
Number of Managed Accounts$1,974,000106
Number of Non-Managed Accounts$48,000387
Total fiduciary and related assets$4,871,406,00094
Managed Assets ($)$4,792,818,00065
Non-managed Assets ($)$78,588,000291
Memoranda
Gross Fiduciary activities income$28,969,00081
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,034,000128
Number of Managed Accounts$1,985,000106
Number of Non-Managed Accounts$49,000237
Total fiduciary and related assets$4,656,797,00095
Managed Assets ($)$4,579,694,00066
Non-managed Assets ($)$77,103,000233
Memoranda
Gross Fiduciary activities income$21,357,00079
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,015,000131
Number of Managed Accounts$1,966,000108
Number of Non-Managed Accounts$49,000263
Total fiduciary and related assets$4,638,938,00096
Managed Assets ($)$4,560,702,00067
Non-managed Assets ($)$78,236,000268
Memoranda
Gross Fiduciary activities income$13,961,00080
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,018,000129
Number of Managed Accounts$1,967,000108
Number of Non-Managed Accounts$51,000237
Total fiduciary and related assets$4,412,571,00096
Managed Assets ($)$4,307,995,00068
Non-managed Assets ($)$104,576,000217
Memoranda
Gross Fiduciary activities income$6,780,00081
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,017,000132
Number of Managed Accounts$1,966,000108
Number of Non-Managed Accounts$51,000381
Total fiduciary and related assets$4,343,361,00098
Managed Assets ($)$4,239,301,00070
Non-managed Assets ($)$104,060,000250
Memoranda
Gross Fiduciary activities income$26,370,00079
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,005,000130
Number of Managed Accounts$1,954,000106
Number of Non-Managed Accounts$51,000236
Total fiduciary and related assets$4,080,553,00099
Managed Assets ($)$3,978,200,00069
Non-managed Assets ($)$102,353,000214
Memoranda
Gross Fiduciary activities income$19,442,00079
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,034,000127
Number of Managed Accounts$1,982,000107
Number of Non-Managed Accounts$52,000255
Total fiduciary and related assets$4,031,979,00097
Managed Assets ($)$3,930,238,00069
Non-managed Assets ($)$101,741,000234
Memoranda
Gross Fiduciary activities income$12,649,00081
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,089,000123
Number of Managed Accounts$2,036,000104
Number of Non-Managed Accounts$53,000236
Total fiduciary and related assets$3,820,985,00094
Managed Assets ($)$3,720,982,00067
Non-managed Assets ($)$100,003,000211
Memoranda
Gross Fiduciary activities income$6,328,00081
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,082,000128
Number of Managed Accounts$2,026,000108
Number of Non-Managed Accounts$56,000374
Total fiduciary and related assets$3,959,294,000100
Managed Assets ($)$3,857,163,00069
Non-managed Assets ($)$102,131,000246
Memoranda
Gross Fiduciary activities income$23,899,00083
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,115,000125
Number of Managed Accounts$2,055,000106
Number of Non-Managed Accounts$60,000227
Total fiduciary and related assets$3,899,495,000100
Managed Assets ($)$3,786,843,00069
Non-managed Assets ($)$112,652,000210
Memoranda
Gross Fiduciary activities income$17,693,00083
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,123,000125
Number of Managed Accounts$2,063,000106
Number of Non-Managed Accounts$60,000240
Total fiduciary and related assets$3,961,176,00098
Managed Assets ($)$3,848,293,00066
Non-managed Assets ($)$112,883,000223
Memoranda
Gross Fiduciary activities income$11,597,00083
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,158,000120
Number of Managed Accounts$2,098,000104
Number of Non-Managed Accounts$60,000245
Total fiduciary and related assets$3,753,279,000100
Managed Assets ($)$3,653,173,00069
Non-managed Assets ($)$100,106,000236
Memoranda
Gross Fiduciary activities income$5,788,00084
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,190,000118
Number of Managed Accounts$2,129,00099
Number of Non-Managed Accounts$61,000359
Total fiduciary and related assets$3,577,875,00096
Managed Assets ($)$3,498,602,00066
Non-managed Assets ($)$79,273,000264
Memoranda
Gross Fiduciary activities income$25,272,00075
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,209,000115
Number of Managed Accounts$2,146,00093
Number of Non-Managed Accounts$63,000237
Total fiduciary and related assets$3,821,001,00095
Managed Assets ($)$3,723,102,00068
Non-managed Assets ($)$97,899,000242
Memoranda
Gross Fiduciary activities income$18,912,00076
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,200,000112
Number of Managed Accounts$2,135,00093
Number of Non-Managed Accounts$65,000239
Total fiduciary and related assets$3,738,180,00096
Managed Assets ($)$3,639,175,00066
Non-managed Assets ($)$99,005,000238
Memoranda
Gross Fiduciary activities income$12,654,00075
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,212,000112
Number of Managed Accounts$2,146,00096
Number of Non-Managed Accounts$66,000240
Total fiduciary and related assets$3,717,707,00097
Managed Assets ($)$3,619,037,00067
Non-managed Assets ($)$98,670,000240
Memoranda
Gross Fiduciary activities income$6,317,00076
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,217,000115
Number of Managed Accounts$2,152,00096
Number of Non-Managed Accounts$65,000355
Total fiduciary and related assets$3,714,095,00098
Managed Assets ($)$3,609,826,00065
Non-managed Assets ($)$104,269,000243
Memoranda
Gross Fiduciary activities income$24,645,00073
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,237,000113
Number of Managed Accounts$2,171,00094
Number of Non-Managed Accounts$66,000235
Total fiduciary and related assets$3,634,794,00097
Managed Assets ($)$3,548,965,00064
Non-managed Assets ($)$85,829,000241
Memoranda
Gross Fiduciary activities income$18,494,00071
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,229,000109
Number of Managed Accounts$2,163,00091
Number of Non-Managed Accounts$66,000237
Total fiduciary and related assets$3,576,562,00095
Managed Assets ($)$3,468,026,00062
Non-managed Assets ($)$108,536,000227
Memoranda
Gross Fiduciary activities income$12,283,00070
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,228,000107
Number of Managed Accounts$2,162,00089
Number of Non-Managed Accounts$66,000234
Total fiduciary and related assets$3,463,163,00095
Managed Assets ($)$3,369,537,00063
Non-managed Assets ($)$93,626,000234
Memoranda
Gross Fiduciary activities income$6,150,00070
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,240,000104
Number of Managed Accounts$2,172,00086
Number of Non-Managed Accounts$68,000357
Total fiduciary and related assets$3,422,441,00095
Managed Assets ($)$3,327,971,00063
Non-managed Assets ($)$94,470,000251
Memoranda
Gross Fiduciary activities income$22,188,00073
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,271,000101
Number of Managed Accounts$2,199,00082
Number of Non-Managed Accounts$72,000231
Total fiduciary and related assets$3,392,674,00094
Managed Assets ($)$3,300,485,00060
Non-managed Assets ($)$92,189,000236
Memoranda
Gross Fiduciary activities income$16,571,00074
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,285,000102
Number of Managed Accounts$2,213,00084
Number of Non-Managed Accounts$72,000229
Total fiduciary and related assets$3,360,889,00095
Managed Assets ($)$3,266,165,00061
Non-managed Assets ($)$94,724,000237
Memoranda
Gross Fiduciary activities income$10,928,00075
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,404,000102
Number of Managed Accounts$2,329,00079
Number of Non-Managed Accounts$75,000222
Total fiduciary and related assets$3,202,802,00097
Managed Assets ($)$3,107,819,00063
Non-managed Assets ($)$94,983,000233
Memoranda
Gross Fiduciary activities income$5,384,00076
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,263,000106
Number of Managed Accounts$2,189,00082
Number of Non-Managed Accounts$74,000339
Total fiduciary and related assets$3,213,287,00096
Managed Assets ($)$3,113,998,00060
Non-managed Assets ($)$99,289,000238
Memoranda
Gross Fiduciary activities income$21,374,00077
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,229,000104
Number of Managed Accounts$2,155,00083
Number of Non-Managed Accounts$74,000226
Total fiduciary and related assets$3,182,183,00096
Managed Assets ($)$3,080,530,00061
Non-managed Assets ($)$101,653,000223
Memoranda
Gross Fiduciary activities income$16,128,00076
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,249,000104
Number of Managed Accounts$2,173,00083
Number of Non-Managed Accounts$76,000223
Total fiduciary and related assets$3,272,295,00098
Managed Assets ($)$3,169,705,00066
Non-managed Assets ($)$102,590,000223
Memoranda
Gross Fiduciary activities income$10,698,00077
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,264,000102
Number of Managed Accounts$2,184,00081
Number of Non-Managed Accounts$80,000214
Total fiduciary and related assets$3,145,173,000100
Managed Assets ($)$3,044,591,00066
Non-managed Assets ($)$100,582,000227
Memoranda
Gross Fiduciary activities income$5,294,00078
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,267,000105
Number of Managed Accounts$2,183,00081
Number of Non-Managed Accounts$84,000324
Total fiduciary and related assets$3,100,839,00098
Managed Assets ($)$2,986,865,00066
Non-managed Assets ($)$113,974,000217
Memoranda
Gross Fiduciary activities income$21,107,00076
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,235,000104
Number of Managed Accounts$2,160,00081
Number of Non-Managed Accounts$75,000228
Total fiduciary and related assets$3,048,006,00095
Managed Assets ($)$2,935,593,00067
Non-managed Assets ($)$112,413,000214
Memoranda
Gross Fiduciary activities income$15,712,00076
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,219,000103
Number of Managed Accounts$2,143,00081
Number of Non-Managed Accounts$76,000225
Total fiduciary and related assets$3,106,615,00092
Managed Assets ($)$2,993,523,00066
Non-managed Assets ($)$113,092,000214
Memoranda
Gross Fiduciary activities income$10,403,00076
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,210,000105
Number of Managed Accounts$2,134,00083
Number of Non-Managed Accounts$76,000231
Total fiduciary and related assets$2,996,946,00094
Managed Assets ($)$2,894,290,00067
Non-managed Assets ($)$102,656,000222
Memoranda
Gross Fiduciary activities income$5,098,00077
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,218,000109
Number of Managed Accounts$2,136,00083
Number of Non-Managed Accounts$82,000348
Total fiduciary and related assets$2,920,351,00095
Managed Assets ($)$2,812,683,00068
Non-managed Assets ($)$107,668,000227
Memoranda
Gross Fiduciary activities income$20,313,00074
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,230,000104
Number of Managed Accounts$2,147,00081
Number of Non-Managed Accounts$83,000221
Total fiduciary and related assets$2,866,613,00094
Managed Assets ($)$2,760,919,00067
Non-managed Assets ($)$105,694,000214
Memoranda
Gross Fiduciary activities income$14,956,00075
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,239,000104
Number of Managed Accounts$2,152,00079
Number of Non-Managed Accounts$87,000218
Total fiduciary and related assets$2,816,570,00095
Managed Assets ($)$2,709,890,00068
Non-managed Assets ($)$106,680,000214
Memoranda
Gross Fiduciary activities income$10,150,00073
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,205,000104
Number of Managed Accounts$2,118,00078
Number of Non-Managed Accounts$87,000224
Total fiduciary and related assets$2,838,955,00094
Managed Assets ($)$2,729,135,00067
Non-managed Assets ($)$109,820,000217
Memoranda
Gross Fiduciary activities income$4,937,00074
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,233,000104
Number of Managed Accounts$2,140,00076
Number of Non-Managed Accounts$93,000332
Total fiduciary and related assets$2,761,523,00092
Managed Assets ($)$2,652,165,00068
Non-managed Assets ($)$109,358,000231
Memoranda
Gross Fiduciary activities income$19,480,00072
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,250,00099
Number of Managed Accounts$2,156,00077
Number of Non-Managed Accounts$94,000208
Total fiduciary and related assets$2,766,387,00090
Managed Assets ($)$2,653,547,00067
Non-managed Assets ($)$112,840,000205
Memoranda
Gross Fiduciary activities income$14,682,00072
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,266,00095
Number of Managed Accounts$2,166,00075
Number of Non-Managed Accounts$100,000203
Total fiduciary and related assets$2,709,445,00091
Managed Assets ($)$2,598,239,00066
Non-managed Assets ($)$111,206,000203
Memoranda
Gross Fiduciary activities income$9,637,00073
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,255,00094
Number of Managed Accounts$2,156,00078
Number of Non-Managed Accounts$99,000200
Total fiduciary and related assets$2,723,711,00089
Managed Assets ($)$2,610,991,00065
Non-managed Assets ($)$112,720,000198
Memoranda
Gross Fiduciary activities income$4,819,00073
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,278,00097
Number of Managed Accounts$2,177,00075
Number of Non-Managed Accounts$101,000318
Total fiduciary and related assets$2,641,347,00089
Managed Assets ($)$2,525,634,00065
Non-managed Assets ($)$115,713,000206
Memoranda
Gross Fiduciary activities income$18,685,00061
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,308,00093
Number of Managed Accounts$2,194,00076
Number of Non-Managed Accounts$114,000197
Total fiduciary and related assets$2,525,429,00091
Managed Assets ($)$2,408,697,00067
Non-managed Assets ($)$116,732,000198
Memoranda
Gross Fiduciary activities income$14,111,00062
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,340,00094
Number of Managed Accounts$2,222,00075
Number of Non-Managed Accounts$118,000196
Total fiduciary and related assets$2,601,555,00093
Managed Assets ($)$2,480,547,00068
Non-managed Assets ($)$121,008,000198
Memoranda
Gross Fiduciary activities income$9,121,00063
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,381,00090
Number of Managed Accounts$2,256,00072
Number of Non-Managed Accounts$125,000193
Total fiduciary and related assets$2,545,487,00092
Managed Assets ($)$2,421,587,00067
Non-managed Assets ($)$123,900,000197
Memoranda
Gross Fiduciary activities income$4,459,00062
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,493,00093
Number of Managed Accounts$2,338,00069
Number of Non-Managed Accounts$155,000259
Total fiduciary and related assets$2,786,064,00088
Managed Assets ($)$2,661,060,00064
Non-managed Assets ($)$125,004,000207
Memoranda
Gross Fiduciary activities income$17,648,00062
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,520,00088
Number of Managed Accounts$2,364,00066
Number of Non-Managed Accounts$156,000179
Total fiduciary and related assets$2,758,028,00087
Managed Assets ($)$2,624,943,00064
Non-managed Assets ($)$133,085,000192
Memoranda
Gross Fiduciary activities income$13,146,00062
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,592,00089
Number of Managed Accounts$2,429,00065
Number of Non-Managed Accounts$163,000173
Total fiduciary and related assets$2,713,077,00086
Managed Assets ($)$2,576,872,00061
Non-managed Assets ($)$136,205,000190
Memoranda
Gross Fiduciary activities income$8,494,00063
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,624,00089
Number of Managed Accounts$2,449,00065
Number of Non-Managed Accounts$175,000171
Total fiduciary and related assets$2,686,839,00089
Managed Assets ($)$2,542,718,00062
Non-managed Assets ($)$144,121,000189
Memoranda
Gross Fiduciary activities income$4,227,00062
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,704,00092
Number of Managed Accounts$2,495,00068
Number of Non-Managed Accounts$209,000214
Total fiduciary and related assets$2,683,486,00090
Managed Assets ($)$2,532,109,00064
Non-managed Assets ($)$151,377,000190
Memoranda
Gross Fiduciary activities income$15,635,00067
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,740,00091
Number of Managed Accounts$2,545,00067
Number of Non-Managed Accounts$195,000160
Total fiduciary and related assets$2,319,996,00099
Managed Assets ($)$2,177,064,00070
Non-managed Assets ($)$142,932,000184
Memoranda
Gross Fiduciary activities income$11,607,00068
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,803,00092
Number of Managed Accounts$2,607,00068
Number of Non-Managed Accounts$196,000162
Total fiduciary and related assets$2,221,632,000102
Managed Assets ($)$2,059,751,00072
Non-managed Assets ($)$161,881,000166
Memoranda
Gross Fiduciary activities income$7,425,00071
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,903,00087
Number of Managed Accounts$2,685,00065
Number of Non-Managed Accounts$218,000157
Total fiduciary and related assets$2,711,248,00087
Managed Assets ($)$2,545,079,00065
Non-managed Assets ($)$166,169,000158
Memoranda
Gross Fiduciary activities income$3,646,00071
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,971,00094
Number of Managed Accounts$2,724,00065
Number of Non-Managed Accounts$247,000204
Total fiduciary and related assets$2,174,722,000106
Managed Assets ($)$2,003,407,00076
Non-managed Assets ($)$171,315,000172
Memoranda
Gross Fiduciary activities income$17,384,00065
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,062,00087
Number of Managed Accounts$2,786,00064
Number of Non-Managed Accounts$276,000144
Total fiduciary and related assets$2,329,098,000103
Managed Assets ($)$2,142,662,00077
Non-managed Assets ($)$186,436,000170
Memoranda
Gross Fiduciary activities income$13,426,00068
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,094,00088
Number of Managed Accounts$2,803,00065
Number of Non-Managed Accounts$291,000144
Total fiduciary and related assets$2,478,686,000104
Managed Assets ($)$2,251,055,00079
Non-managed Assets ($)$227,631,000161
Memoranda
Gross Fiduciary activities income$8,824,00073
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,185,00086
Number of Managed Accounts$2,879,00065
Number of Non-Managed Accounts$306,000139
Total fiduciary and related assets$2,519,748,000108
Managed Assets ($)$2,270,566,00080
Non-managed Assets ($)$249,182,000162
Memoranda
Gross Fiduciary activities income$4,218,00073
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,261,00087
Number of Managed Accounts$2,940,00063
Number of Non-Managed Accounts$321,000178
Total fiduciary and related assets$2,577,223,000106
Managed Assets ($)$2,320,364,00080
Non-managed Assets ($)$256,859,000162
Memoranda
Gross Fiduciary activities income$18,762,00066
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,280,00081
Number of Managed Accounts$2,947,00061
Number of Non-Managed Accounts$333,000130
Total fiduciary and related assets$2,662,587,000105
Managed Assets ($)$2,401,228,00075
Non-managed Assets ($)$261,359,000159
Memoranda
Gross Fiduciary activities income$14,240,00066
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,311,00080
Number of Managed Accounts$2,964,00060
Number of Non-Managed Accounts$347,000130
Total fiduciary and related assets$2,720,939,000109
Managed Assets ($)$2,452,815,00073
Non-managed Assets ($)$268,124,000160
Memoranda
Gross Fiduciary activities income$9,634,00069
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,395,00077
Number of Managed Accounts$3,038,00059
Number of Non-Managed Accounts$357,000124
Total fiduciary and related assets$2,650,988,000106
Managed Assets ($)$2,368,769,00073
Non-managed Assets ($)$282,219,000155
Memoranda
Gross Fiduciary activities income$4,867,00067
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,463,00081
Number of Managed Accounts$3,085,00054
Number of Non-Managed Accounts$378,000155
Total fiduciary and related assets$2,635,063,000103
Managed Assets ($)$2,368,035,00073
Non-managed Assets ($)$267,028,000156
Memoranda
Gross Fiduciary activities income$18,589,00071
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,540,00084
Number of Managed Accounts$3,140,00058
Number of Non-Managed Accounts$400,000124
Total fiduciary and related assets$2,662,089,000106
Managed Assets ($)$2,345,452,00076
Non-managed Assets ($)$316,637,000150
Memoranda
Gross Fiduciary activities income$14,764,00074
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,639,00084
Number of Managed Accounts$3,207,00062
Number of Non-Managed Accounts$432,000123
Total fiduciary and related assets$2,575,631,000112
Managed Assets ($)$2,260,784,00081
Non-managed Assets ($)$314,847,000155
Memoranda
Gross Fiduciary activities income$9,346,00080
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,768,00078
Number of Managed Accounts$3,303,00059
Number of Non-Managed Accounts$465,000113
Total fiduciary and related assets$2,602,333,000110
Managed Assets ($)$2,283,727,00082
Non-managed Assets ($)$318,606,000160
Memoranda
Gross Fiduciary activities income$4,610,00079
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,866,00085
Number of Managed Accounts$3,353,00063
Number of Non-Managed Accounts$513,000130
Total fiduciary and related assets$2,587,390,000109
Managed Assets ($)$2,243,626,00082
Non-managed Assets ($)$343,764,000155
Memoranda
Gross Fiduciary activities income$19,659,00074
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,909,00078
Number of Managed Accounts$3,372,00063
Number of Non-Managed Accounts$537,000107
Total fiduciary and related assets$2,579,439,000111
Managed Assets ($)$2,237,615,00082
Non-managed Assets ($)$341,824,000154
Memoranda
Gross Fiduciary activities income$14,993,00073
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,015,00074
Number of Managed Accounts$3,468,00054
Number of Non-Managed Accounts$547,000105
Total fiduciary and related assets$2,608,781,000109
Managed Assets ($)$2,259,098,00079
Non-managed Assets ($)$349,683,000150
Memoranda
Gross Fiduciary activities income$10,220,00072
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,092,00076
Number of Managed Accounts$3,522,00055
Number of Non-Managed Accounts$570,000108
Total fiduciary and related assets$2,567,525,000112
Managed Assets ($)$2,217,767,00084
Non-managed Assets ($)$349,758,000154
Memoranda
Gross Fiduciary activities income$5,505,00073
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,631,00090
Number of Managed Accounts$3,129,00066
Number of Non-Managed Accounts$502,000141
Total fiduciary and related assets$2,269,027,000118
Managed Assets ($)$1,963,790,00087
Non-managed Assets ($)$305,237,000164
Memoranda
Gross Fiduciary activities income$13,134,00089
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,657,000135
Number of Managed Accounts$1,494,000110
Number of Non-Managed Accounts$163,000210
Total fiduciary and related assets$1,633,643,000140
Managed Assets ($)$1,404,035,000104
Non-managed Assets ($)$229,608,000183
Memoranda
Gross Fiduciary activities income$9,428,00093
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,673,000132
Number of Managed Accounts$1,504,000110
Number of Non-Managed Accounts$169,000210
Total fiduciary and related assets$1,594,552,000142
Managed Assets ($)$1,369,246,000104
Non-managed Assets ($)$225,306,000183
Memoranda
Gross Fiduciary activities income$6,540,00095
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,712,000131
Number of Managed Accounts$1,536,000110
Number of Non-Managed Accounts$176,000207
Total fiduciary and related assets$1,573,117,000145
Managed Assets ($)$1,354,954,000110
Non-managed Assets ($)$218,163,000188
Memoranda
Gross Fiduciary activities income$3,114,00096
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,739,000143
Number of Managed Accounts$1,561,000116
Number of Non-Managed Accounts$178,000294
Total fiduciary and related assets$1,549,387,000149
Managed Assets ($)$1,343,710,000110
Non-managed Assets ($)$205,677,000205
Memoranda
Gross Fiduciary activities income$12,151,00096
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,770,000137
Number of Managed Accounts$1,591,000115
Number of Non-Managed Accounts$179,000217
Total fiduciary and related assets$1,526,649,000154
Managed Assets ($)$1,326,079,000110
Non-managed Assets ($)$200,570,000201
Memoranda
Gross Fiduciary activities income$9,232,00097
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,790,000138
Number of Managed Accounts$1,602,000117
Number of Non-Managed Accounts$188,000223
Total fiduciary and related assets$1,517,624,000158
Managed Assets ($)$1,311,568,000112
Non-managed Assets ($)$206,056,000195
Memoranda
Gross Fiduciary activities income$6,175,000101
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,812,000145
Number of Managed Accounts$1,619,000121
Number of Non-Managed Accounts$193,000227
Total fiduciary and related assets$1,461,625,000154
Managed Assets ($)$1,264,524,000113
Non-managed Assets ($)$197,101,000204
Memoranda
Gross Fiduciary activities income$2,783,000108
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,867,000149
Number of Managed Accounts$1,669,000120
Number of Non-Managed Accounts$198,000297
Total fiduciary and related assets$1,513,491,000154
Managed Assets ($)$1,309,099,000115
Non-managed Assets ($)$204,392,000205
Memoranda
Gross Fiduciary activities income$11,161,000110
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$605,000339
Number of Managed Accounts$312,000400
Number of Non-Managed Accounts$293,000226
Total fiduciary and related assets$631,500,000219
Managed Assets ($)$241,768,000287
Non-managed Assets ($)$389,732,000153
Memoranda
Gross Fiduciary activities income$114,000970
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$3,887,000193
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$3,461,000243
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$648,000556
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,622,000285
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,443,000319
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,196,000362
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,037,000363
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,733,000408
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,823,000403