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Citibank, Fiduciary and Related Services

2022-03-31Rank
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$21,748,00027
Number of Managed Accounts$9,245,00028
Number of Non-Managed Accounts$12,503,00018
Total fiduciary and related assets$1,088,182,000,0006
Managed Assets ($)$175,143,000,0005
Non-managed Assets ($)$913,039,000,0005
Memoranda
Gross Fiduciary activities income$615,000,0005
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$21,363,00026
Number of Managed Accounts$9,598,00025
Number of Non-Managed Accounts$11,765,00017
Total fiduciary and related assets$1,167,002,000,0006
Managed Assets ($)$158,436,000,0008
Non-managed Assets ($)$1,008,566,000,0005
Memoranda
Gross Fiduciary activities income$2,461,000,0005
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$22,166,00026
Number of Managed Accounts$9,732,00025
Number of Non-Managed Accounts$12,434,00018
Total fiduciary and related assets$1,165,018,000,0006
Managed Assets ($)$160,855,000,0006
Non-managed Assets ($)$1,004,163,000,0005
Memoranda
Gross Fiduciary activities income$1,858,000,0005
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$23,040,00026
Number of Managed Accounts$9,562,00025
Number of Non-Managed Accounts$13,478,00019
Total fiduciary and related assets$1,196,146,000,0006
Managed Assets ($)$160,405,000,0006
Non-managed Assets ($)$1,035,741,000,0005
Memoranda
Gross Fiduciary activities income$1,238,000,0005
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$25,631,00026
Number of Managed Accounts$9,136,00026
Number of Non-Managed Accounts$16,495,00018
Total fiduciary and related assets$1,134,092,000,0006
Managed Assets ($)$143,929,000,0008
Non-managed Assets ($)$990,163,000,0005
Memoranda
Gross Fiduciary activities income$595,000,0005
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$28,572,00025
Number of Managed Accounts$8,437,00028
Number of Non-Managed Accounts$20,135,00016
Total fiduciary and related assets$1,129,403,000,0006
Managed Assets ($)$136,720,000,0008
Non-managed Assets ($)$992,683,000,0005
Memoranda
Gross Fiduciary activities income$2,130,000,0005
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$32,234,00022
Number of Managed Accounts$8,073,00030
Number of Non-Managed Accounts$24,161,00014
Total fiduciary and related assets$1,020,222,000,0006
Managed Assets ($)$122,940,000,0008
Non-managed Assets ($)$897,282,000,0005
Memoranda
Gross Fiduciary activities income$1,573,000,0005
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$33,291,00022
Number of Managed Accounts$7,868,00030
Number of Non-Managed Accounts$25,423,00014
Total fiduciary and related assets$982,129,000,0006
Managed Assets ($)$117,009,000,0008
Non-managed Assets ($)$865,120,000,0005
Memoranda
Gross Fiduciary activities income$1,017,000,0005
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$33,159,00022
Number of Managed Accounts$7,873,00029
Number of Non-Managed Accounts$25,286,00014
Total fiduciary and related assets$905,220,000,0007
Managed Assets ($)$112,215,000,0007
Non-managed Assets ($)$793,005,000,0005
Memoranda
Gross Fiduciary activities income$504,000,0006
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$34,357,00022
Number of Managed Accounts$7,845,00031
Number of Non-Managed Accounts$26,512,00014
Total fiduciary and related assets$1,023,020,000,0007
Managed Assets ($)$106,089,000,0009
Non-managed Assets ($)$916,931,000,0005
Memoranda
Gross Fiduciary activities income$1,973,000,0006
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$34,620,00021
Number of Managed Accounts$7,577,00031
Number of Non-Managed Accounts$27,043,00013
Total fiduciary and related assets$968,083,000,0007
Managed Assets ($)$107,362,000,00010
Non-managed Assets ($)$860,721,000,0005
Memoranda
Gross Fiduciary activities income$1,494,000,0005
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$35,961,00020
Number of Managed Accounts$7,534,00031
Number of Non-Managed Accounts$28,427,00012
Total fiduciary and related assets$978,145,000,0007
Managed Assets ($)$108,268,000,0009
Non-managed Assets ($)$869,877,000,0005
Memoranda
Gross Fiduciary activities income$984,000,0005
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$36,483,00019
Number of Managed Accounts$7,553,00031
Number of Non-Managed Accounts$28,930,00012
Total fiduciary and related assets$983,204,000,0007
Managed Assets ($)$105,051,000,0009
Non-managed Assets ($)$878,153,000,0005
Memoranda
Gross Fiduciary activities income$461,000,0007
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$34,170,00020
Number of Managed Accounts$7,689,00031
Number of Non-Managed Accounts$26,481,00011
Total fiduciary and related assets$934,908,000,0007
Managed Assets ($)$103,587,000,0008
Non-managed Assets ($)$831,321,000,0005
Memoranda
Gross Fiduciary activities income$1,855,000,0007
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$27,389,00023
Number of Managed Accounts$7,431,00031
Number of Non-Managed Accounts$19,958,00015
Total fiduciary and related assets$1,006,858,000,0007
Managed Assets ($)$115,206,000,0008
Non-managed Assets ($)$891,652,000,0005
Memoranda
Gross Fiduciary activities income$1,402,000,0007
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$29,440,00022
Number of Managed Accounts$7,493,00031
Number of Non-Managed Accounts$21,947,00013
Total fiduciary and related assets$1,013,935,000,0006
Managed Assets ($)$115,572,000,0008
Non-managed Assets ($)$898,363,000,0005
Memoranda
Gross Fiduciary activities income$939,000,0007
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$27,734,00023
Number of Managed Accounts$7,553,00031
Number of Non-Managed Accounts$20,181,00015
Total fiduciary and related assets$1,021,423,000,0007
Managed Assets ($)$113,013,000,0008
Non-managed Assets ($)$908,410,000,0005
Memoranda
Gross Fiduciary activities income$455,000,0007
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$27,776,00023
Number of Managed Accounts$7,375,00033
Number of Non-Managed Accounts$20,401,00015
Total fiduciary and related assets$1,033,472,000,0007
Managed Assets ($)$120,616,000,0007
Non-managed Assets ($)$912,856,000,0005
Memoranda
Gross Fiduciary activities income$1,822,000,0007
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$31,471,00021
Number of Managed Accounts$7,232,00033
Number of Non-Managed Accounts$24,239,00014
Total fiduciary and related assets$980,964,000,0006
Managed Assets ($)$122,227,000,0006
Non-managed Assets ($)$858,737,000,0005
Memoranda
Gross Fiduciary activities income$1,356,000,0007
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$36,489,00020
Number of Managed Accounts$8,229,00030
Number of Non-Managed Accounts$28,260,00012
Total fiduciary and related assets$913,492,000,0007
Managed Assets ($)$119,234,000,0006
Non-managed Assets ($)$794,258,000,0006
Memoranda
Gross Fiduciary activities income$878,000,0007
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$34,973,00020
Number of Managed Accounts$7,033,00033
Number of Non-Managed Accounts$27,940,00012
Total fiduciary and related assets$909,780,000,0007
Managed Assets ($)$121,699,000,0007
Non-managed Assets ($)$788,081,000,0006
Memoranda
Gross Fiduciary activities income$414,000,0007
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$38,160,00019
Number of Managed Accounts$8,408,00029
Number of Non-Managed Accounts$29,752,00012
Total fiduciary and related assets$846,822,000,0007
Managed Assets ($)$114,408,000,0007
Non-managed Assets ($)$732,414,000,0006
Memoranda
Gross Fiduciary activities income$1,535,000,0007
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$38,242,00019
Number of Managed Accounts$8,528,00029
Number of Non-Managed Accounts$29,714,00012
Total fiduciary and related assets$859,206,000,0007
Managed Assets ($)$120,198,000,0006
Non-managed Assets ($)$739,008,000,0006
Memoranda
Gross Fiduciary activities income$1,144,000,0007
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$39,159,00018
Number of Managed Accounts$8,809,00029
Number of Non-Managed Accounts$30,350,00011
Total fiduciary and related assets$832,021,000,0007
Managed Assets ($)$117,898,000,0006
Non-managed Assets ($)$714,123,000,0006
Memoranda
Gross Fiduciary activities income$744,000,0007
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$38,764,00018
Number of Managed Accounts$9,145,00028
Number of Non-Managed Accounts$29,619,00012
Total fiduciary and related assets$843,447,000,0006
Managed Assets ($)$118,136,000,0006
Non-managed Assets ($)$725,311,000,0006
Memoranda
Gross Fiduciary activities income$361,000,0007
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$43,064,00016
Number of Managed Accounts$9,352,00027
Number of Non-Managed Accounts$33,712,00011
Total fiduciary and related assets$853,291,000,0006
Managed Assets ($)$114,797,000,0006
Non-managed Assets ($)$738,494,000,0005
Memoranda
Gross Fiduciary activities income$1,570,000,0007
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$43,333,00016
Number of Managed Accounts$9,599,00027
Number of Non-Managed Accounts$33,734,00011
Total fiduciary and related assets$813,562,000,0006
Managed Assets ($)$117,491,000,0006
Non-managed Assets ($)$696,071,000,0006
Memoranda
Gross Fiduciary activities income$1,198,000,0007
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$45,003,00016
Number of Managed Accounts$9,522,00028
Number of Non-Managed Accounts$35,481,0009
Total fiduciary and related assets$869,666,000,0006
Managed Assets ($)$130,177,000,0006
Non-managed Assets ($)$739,489,000,0005
Memoranda
Gross Fiduciary activities income$804,000,0007
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$45,199,00015
Number of Managed Accounts$9,698,00027
Number of Non-Managed Accounts$35,501,00010
Total fiduciary and related assets$860,499,000,0006
Managed Assets ($)$140,211,000,0006
Non-managed Assets ($)$720,288,000,0006
Memoranda
Gross Fiduciary activities income$381,000,0007
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$46,667,00015
Number of Managed Accounts$9,957,00027
Number of Non-Managed Accounts$36,710,00010
Total fiduciary and related assets$683,019,000,0007
Managed Assets ($)$140,958,000,0006
Non-managed Assets ($)$542,061,000,0007
Memoranda
Gross Fiduciary activities income$1,680,000,0007
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$50,088,00013
Number of Managed Accounts$10,157,00026
Number of Non-Managed Accounts$39,931,00010
Total fiduciary and related assets$678,422,000,0006
Managed Assets ($)$132,467,000,0006
Non-managed Assets ($)$545,955,000,0007
Memoranda
Gross Fiduciary activities income$1,270,000,0007
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$49,720,00015
Number of Managed Accounts$10,142,00025
Number of Non-Managed Accounts$39,578,00011
Total fiduciary and related assets$678,666,000,0006
Managed Assets ($)$131,847,000,0007
Non-managed Assets ($)$546,819,000,0007
Memoranda
Gross Fiduciary activities income$826,000,0007
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$48,707,00017
Number of Managed Accounts$9,957,00025
Number of Non-Managed Accounts$38,750,00012
Total fiduciary and related assets$610,153,000,0008
Managed Assets ($)$132,988,000,0007
Non-managed Assets ($)$477,165,000,0009
Memoranda
Gross Fiduciary activities income$406,000,0007
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$46,198,00018
Number of Managed Accounts$9,985,00024
Number of Non-Managed Accounts$36,213,00013
Total fiduciary and related assets$592,453,000,0008
Managed Assets ($)$122,145,000,0007
Non-managed Assets ($)$470,308,000,0009
Memoranda
Gross Fiduciary activities income$1,644,000,0007
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$42,093,00018
Number of Managed Accounts$10,271,00023
Number of Non-Managed Accounts$31,822,00013
Total fiduciary and related assets$575,243,000,0008
Managed Assets ($)$119,429,000,0007
Non-managed Assets ($)$455,814,000,0009
Memoranda
Gross Fiduciary activities income$1,232,000,0007
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$37,390,00019
Number of Managed Accounts$10,178,00023
Number of Non-Managed Accounts$27,212,00015
Total fiduciary and related assets$549,718,000,0009
Managed Assets ($)$118,170,000,0007
Non-managed Assets ($)$431,548,000,0009
Memoranda
Gross Fiduciary activities income$856,000,0005
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$36,849,00019
Number of Managed Accounts$11,759,00019
Number of Non-Managed Accounts$25,090,00015
Total fiduciary and related assets$559,648,000,0009
Managed Assets ($)$139,937,000,0007
Non-managed Assets ($)$419,711,000,0009
Memoranda
Gross Fiduciary activities income$414,000,0005
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$36,536,00019
Number of Managed Accounts$11,510,00018
Number of Non-Managed Accounts$25,026,00015
Total fiduciary and related assets$527,977,000,0009
Managed Assets ($)$120,171,000,0007
Non-managed Assets ($)$407,806,000,0009
Memoranda
Gross Fiduciary activities income$1,508,000,0007
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$39,435,00018
Number of Managed Accounts$13,475,00017
Number of Non-Managed Accounts$25,960,00015
Total fiduciary and related assets$530,146,000,0008
Managed Assets ($)$128,975,000,0007
Non-managed Assets ($)$401,171,000,0009
Memoranda
Gross Fiduciary activities income$1,175,000,0006
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$38,782,00018
Number of Managed Accounts$13,097,00016
Number of Non-Managed Accounts$25,685,00015
Total fiduciary and related assets$504,567,000,0009
Managed Assets ($)$125,113,000,0007
Non-managed Assets ($)$379,454,000,0009
Memoranda
Gross Fiduciary activities income$754,000,0006
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$38,071,00019
Number of Managed Accounts$15,821,00017
Number of Non-Managed Accounts$22,250,00015
Total fiduciary and related assets$519,586,000,0009
Managed Assets ($)$125,465,000,0007
Non-managed Assets ($)$394,121,000,0009
Memoranda
Gross Fiduciary activities income$371,000,0006
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$32,170,00018
Number of Managed Accounts$14,699,00017
Number of Non-Managed Accounts$17,471,00014
Total fiduciary and related assets$485,869,000,0009
Managed Assets ($)$114,806,000,0006
Non-managed Assets ($)$371,063,000,0009
Memoranda
Gross Fiduciary activities income$1,432,000,0007
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$31,949,00020
Number of Managed Accounts$15,123,00018
Number of Non-Managed Accounts$16,826,00015
Total fiduciary and related assets$482,500,000,0009
Managed Assets ($)$109,511,000,0005
Non-managed Assets ($)$372,989,000,0009
Memoranda
Gross Fiduciary activities income$1,110,000,0007
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$31,012,00018
Number of Managed Accounts$14,759,00017
Number of Non-Managed Accounts$16,253,00015
Total fiduciary and related assets$516,200,000,00010
Managed Assets ($)$115,150,000,0005
Non-managed Assets ($)$401,050,000,0009
Memoranda
Gross Fiduciary activities income$736,000,0007
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$28,763,00020
Number of Managed Accounts$14,549,00016
Number of Non-Managed Accounts$14,214,00016
Total fiduciary and related assets$507,060,000,00010
Managed Assets ($)$105,346,000,0005
Non-managed Assets ($)$401,714,000,0009
Memoranda
Gross Fiduciary activities income$362,000,0007
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$34,239,00016
Number of Managed Accounts$14,592,00017
Number of Non-Managed Accounts$19,647,00015
Total fiduciary and related assets$1,238,440,000,0005
Managed Assets ($)$54,279,000,0009
Non-managed Assets ($)$1,184,161,000,0005
Memoranda
Gross Fiduciary activities income$1,631,000,0006
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$31,981,00017
Number of Managed Accounts$14,619,00015
Number of Non-Managed Accounts$17,362,00015
Total fiduciary and related assets$429,802,000,00010
Managed Assets ($)$93,574,000,0005
Non-managed Assets ($)$336,228,000,00010
Memoranda
Gross Fiduciary activities income$1,227,000,0006
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$31,949,00016
Number of Managed Accounts$14,831,00015
Number of Non-Managed Accounts$17,118,00015
Total fiduciary and related assets$1,098,947,000,0005
Managed Assets ($)$40,994,000,00013
Non-managed Assets ($)$1,057,953,000,0005
Memoranda
Gross Fiduciary activities income$834,000,0005
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$29,415,00019
Number of Managed Accounts$12,192,00016
Number of Non-Managed Accounts$17,223,00016
Total fiduciary and related assets$1,139,004,000,0005
Managed Assets ($)$47,001,000,00012
Non-managed Assets ($)$1,092,003,000,0005
Memoranda
Gross Fiduciary activities income$415,000,0004
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$29,879,00019
Number of Managed Accounts$12,823,00018
Number of Non-Managed Accounts$17,056,00016
Total fiduciary and related assets$1,202,872,000,0005
Managed Assets ($)$36,049,000,00016
Non-managed Assets ($)$1,166,823,000,0005
Memoranda
Gross Fiduciary activities income$1,627,000,0005
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$30,666,00023
Number of Managed Accounts$13,315,00019
Number of Non-Managed Accounts$17,351,00018
Total fiduciary and related assets$1,265,032,000,0004
Managed Assets ($)$35,936,000,00016
Non-managed Assets ($)$1,229,096,000,0004
Memoranda
Gross Fiduciary activities income$1,180,000,0005
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$29,232,00024
Number of Managed Accounts$13,523,00018
Number of Non-Managed Accounts$15,709,00018
Total fiduciary and related assets$1,097,680,000,0004
Managed Assets ($)$29,705,000,00018
Non-managed Assets ($)$1,067,975,000,0004
Memoranda
Gross Fiduciary activities income$761,000,0005
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$48,963,00016
Number of Managed Accounts$31,566,00011
Number of Non-Managed Accounts$17,397,00017
Total fiduciary and related assets$1,019,969,000,0004
Managed Assets ($)$34,617,000,00016
Non-managed Assets ($)$985,352,000,0004
Memoranda
Gross Fiduciary activities income$363,000,0004
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$56,314,00015
Number of Managed Accounts$32,835,00011
Number of Non-Managed Accounts$23,479,00016
Total fiduciary and related assets$1,379,844,000,0003
Managed Assets ($)$37,846,000,00016
Non-managed Assets ($)$1,341,998,000,0003
Memoranda
Gross Fiduciary activities income$2,103,000,0004
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$57,534,00013
Number of Managed Accounts$29,997,00011
Number of Non-Managed Accounts$27,537,00013
Total fiduciary and related assets$1,531,644,000,0004
Managed Assets ($)$79,687,000,0007
Non-managed Assets ($)$1,451,957,000,0004
Memoranda
Gross Fiduciary activities income$1,692,000,0004
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$67,543,00013
Number of Managed Accounts$35,785,0007
Number of Non-Managed Accounts$31,758,00013
Total fiduciary and related assets$1,686,985,000,0003
Managed Assets ($)$86,937,000,0007
Non-managed Assets ($)$1,600,048,000,0003
Memoranda
Gross Fiduciary activities income$1,150,000,0004
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$66,160,00012
Number of Managed Accounts$33,745,0008
Number of Non-Managed Accounts$32,415,00012
Total fiduciary and related assets$1,588,311,000,0003
Managed Assets ($)$97,460,000,0006
Non-managed Assets ($)$1,490,851,000,0003
Memoranda
Gross Fiduciary activities income$572,000,0004
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$60,542,00014
Number of Managed Accounts$27,436,00011
Number of Non-Managed Accounts$33,106,00012
Total fiduciary and related assets$1,769,747,000,0003
Managed Assets ($)$105,464,000,0007
Non-managed Assets ($)$1,664,283,000,0003
Memoranda
Gross Fiduciary activities income$2,281,000,0004
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$53,177,00014
Number of Managed Accounts$26,531,00011
Number of Non-Managed Accounts$26,646,00013
Total fiduciary and related assets$1,547,265,000,0003
Managed Assets ($)$124,349,000,0005
Non-managed Assets ($)$1,422,916,000,0003
Memoranda
Gross Fiduciary activities income$1,786,000,0004
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$30,216,00021
Number of Managed Accounts$10,751,00020
Number of Non-Managed Accounts$19,465,00017
Total fiduciary and related assets$1,365,536,000,0004
Managed Assets ($)$133,281,000,0005
Non-managed Assets ($)$1,232,255,000,0004
Memoranda
Gross Fiduciary activities income$1,149,000,0004
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$1,749,756,0003
Number of Managed Accounts$1,731,592,0001
Number of Non-Managed Accounts$18,164,00017
Total fiduciary and related assets$1,249,337,000,0004
Managed Assets ($)$119,497,000,0006
Non-managed Assets ($)$1,129,840,000,0004
Memoranda
Gross Fiduciary activities income$531,000,0004
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$1,674,196,0003
Number of Managed Accounts$1,658,297,0001
Number of Non-Managed Accounts$15,899,00018
Total fiduciary and related assets$975,004,000,0005
Managed Assets ($)$118,539,000,0007
Non-managed Assets ($)$856,465,000,0005
Memoranda
Gross Fiduciary activities income$1,670,000,0004
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$1,613,805,0003
Number of Managed Accounts$1,597,248,0001
Number of Non-Managed Accounts$16,557,00017
Total fiduciary and related assets$765,441,000,0007
Managed Assets ($)$101,486,000,0009
Non-managed Assets ($)$663,955,000,0007
Memoranda
Gross Fiduciary activities income$1,224,000,0004
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$1,599,103,0003
Number of Managed Accounts$1,582,790,0001
Number of Non-Managed Accounts$16,313,00018
Total fiduciary and related assets$796,179,000,0006
Managed Assets ($)$95,716,000,00010
Non-managed Assets ($)$700,463,000,0006
Memoranda
Gross Fiduciary activities income$827,000,0004
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$1,597,893,0003
Number of Managed Accounts$1,581,278,0001
Number of Non-Managed Accounts$16,615,00017
Total fiduciary and related assets$730,602,000,0007
Managed Assets ($)$92,113,000,00010
Non-managed Assets ($)$638,489,000,0007
Memoranda
Gross Fiduciary activities income$384,000,0004
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$1,429,737,0003
Number of Managed Accounts$1,413,409,0001
Number of Non-Managed Accounts$16,328,00017
Total fiduciary and related assets$722,416,000,0007
Managed Assets ($)$86,058,000,00010
Non-managed Assets ($)$636,358,000,0007
Memoranda
Gross Fiduciary activities income$1,597,000,0004
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$1,402,771,0003
Number of Managed Accounts$1,386,470,0001
Number of Non-Managed Accounts$16,301,00017
Total fiduciary and related assets$738,618,000,0006
Managed Assets ($)$173,740,000,0004
Non-managed Assets ($)$564,878,000,0007
Memoranda
Gross Fiduciary activities income$1,211,000,0004
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$2,775,532,0003
Number of Managed Accounts$2,758,178,0001
Number of Non-Managed Accounts$17,354,00016
Total fiduciary and related assets$716,363,000,0006
Managed Assets ($)$166,029,000,0004
Non-managed Assets ($)$550,334,000,0007
Memoranda
Gross Fiduciary activities income$815,000,0004
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$2,770,517,0003
Number of Managed Accounts$2,752,669,0001
Number of Non-Managed Accounts$17,848,00017
Total fiduciary and related assets$694,945,000,0006
Managed Assets ($)$157,870,000,0003
Non-managed Assets ($)$537,075,000,0007
Memoranda
Gross Fiduciary activities income$414,000,0004
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$2,647,864,0003
Number of Managed Accounts$2,629,792,0001
Number of Non-Managed Accounts$18,072,00018
Total fiduciary and related assets$694,739,000,0006
Managed Assets ($)$156,706,000,0003
Non-managed Assets ($)$538,033,000,0007
Memoranda
Gross Fiduciary activities income$1,483,000,0004
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$2,654,393,0003
Number of Managed Accounts$2,606,718,0001
Number of Non-Managed Accounts$47,675,00010
Total fiduciary and related assets$659,788,000,0006
Managed Assets ($)$159,446,000,0003
Non-managed Assets ($)$500,342,000,0007
Memoranda
Gross Fiduciary activities income$1,055,000,0004
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$2,643,456,0003
Number of Managed Accounts$2,595,401,0001
Number of Non-Managed Accounts$48,055,00011
Total fiduciary and related assets$647,192,000,0006
Managed Assets ($)$148,453,000,0003
Non-managed Assets ($)$498,739,000,0007
Memoranda
Gross Fiduciary activities income$677,000,0004
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$3,127,352,0003
Number of Managed Accounts$3,081,834,0001
Number of Non-Managed Accounts$45,518,00011
Total fiduciary and related assets$643,076,000,0006
Managed Assets ($)$149,227,000,0003
Non-managed Assets ($)$493,849,000,0007
Memoranda
Gross Fiduciary activities income$381,000,0004
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$3,040,728,0003
Number of Managed Accounts$2,995,800,0001
Number of Non-Managed Accounts$44,928,00011
Total fiduciary and related assets$642,044,000,0006
Managed Assets ($)$147,745,000,0003
Non-managed Assets ($)$494,299,000,0007
Memoranda
Gross Fiduciary activities income$1,337,000,0004
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$3,023,968,0003
Number of Managed Accounts$2,982,601,0001
Number of Non-Managed Accounts$41,367,00011
Total fiduciary and related assets$598,000,000,0006
Managed Assets ($)$132,171,000,0003
Non-managed Assets ($)$465,829,000,0007
Memoranda
Gross Fiduciary activities income$967,000,0004
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$3,021,901,0003
Number of Managed Accounts$2,979,415,0001
Number of Non-Managed Accounts$42,486,00012
Total fiduciary and related assets$614,316,000,0006
Managed Assets ($)$146,390,000,0003
Non-managed Assets ($)$467,926,000,0006
Memoranda
Gross Fiduciary activities income$630,000,0004
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$2,990,816,0003
Number of Managed Accounts$2,947,815,0001
Number of Non-Managed Accounts$43,001,00011
Total fiduciary and related assets$567,150,000,0006
Managed Assets ($)$136,879,000,0003
Non-managed Assets ($)$430,271,000,0006
Memoranda
Gross Fiduciary activities income$299,000,0004
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$2,937,320,0003
Number of Managed Accounts$2,890,952,0001
Number of Non-Managed Accounts$46,368,00010
Total fiduciary and related assets$572,948,000,0006
Managed Assets ($)$134,231,000,0004
Non-managed Assets ($)$438,717,000,0006
Memoranda
Gross Fiduciary activities income$1,228,000,0004
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$2,843,267,0003
Number of Managed Accounts$2,831,473,0001
Number of Non-Managed Accounts$11,794,00019
Total fiduciary and related assets$720,601,000,0005
Managed Assets ($)$156,396,000,0004
Non-managed Assets ($)$564,205,000,0006
Memoranda
Gross Fiduciary activities income$1,325,000,0004
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$751,000,0007
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$576,000,0009
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$674,000,0007
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$636,000,0006
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$514,000,0006
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$429,000,0007
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$389,000,0007
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$344,000,0006
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$320,000,0006