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Citizens Bank, Fiduciary and Related Services

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$1,871,000140
Number of Managed Accounts$1,696,000129
Number of Non-Managed Accounts$175,000146
Total fiduciary and related assets$4,133,277,000107
Managed Assets ($)$3,778,619,00079
Non-managed Assets ($)$354,658,000146
Memoranda
Gross Fiduciary activities income$24,556,00053
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$1,883,000137
Number of Managed Accounts$1,706,000126
Number of Non-Managed Accounts$177,000141
Total fiduciary and related assets$3,978,779,000103
Managed Assets ($)$3,621,313,00079
Non-managed Assets ($)$357,466,000142
Memoranda
Gross Fiduciary activities income$12,048,00053
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$1,936,000136
Number of Managed Accounts$1,754,000121
Number of Non-Managed Accounts$182,000168
Total fiduciary and related assets$4,221,819,00099
Managed Assets ($)$3,576,971,00079
Non-managed Assets ($)$644,848,000117
Memoranda
Gross Fiduciary activities income$45,169,00053
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$1,959,000131
Number of Managed Accounts$1,778,000116
Number of Non-Managed Accounts$181,000136
Total fiduciary and related assets$4,135,076,00097
Managed Assets ($)$3,430,694,00078
Non-managed Assets ($)$704,382,000111
Memoranda
Gross Fiduciary activities income$33,763,00053
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$1,936,000132
Number of Managed Accounts$1,794,000117
Number of Non-Managed Accounts$142,000170
Total fiduciary and related assets$3,930,508,00099
Managed Assets ($)$3,388,705,00076
Non-managed Assets ($)$541,803,000124
Memoranda
Gross Fiduciary activities income$22,227,00052
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$1,997,000129
Number of Managed Accounts$1,824,000113
Number of Non-Managed Accounts$173,000145
Total fiduciary and related assets$3,723,317,00096
Managed Assets ($)$3,138,979,00076
Non-managed Assets ($)$584,338,000110
Memoranda
Gross Fiduciary activities income$11,026,00054
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$2,034,000132
Number of Managed Accounts$1,861,000115
Number of Non-Managed Accounts$173,000186
Total fiduciary and related assets$4,090,782,00098
Managed Assets ($)$3,526,722,00074
Non-managed Assets ($)$564,060,000120
Memoranda
Gross Fiduciary activities income$42,766,00055
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$2,057,000128
Number of Managed Accounts$1,869,000114
Number of Non-Managed Accounts$188,000138
Total fiduciary and related assets$3,954,864,00098
Managed Assets ($)$3,412,835,00077
Non-managed Assets ($)$542,029,000120
Memoranda
Gross Fiduciary activities income$31,790,00056
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$2,078,000128
Number of Managed Accounts$1,891,000113
Number of Non-Managed Accounts$187,000142
Total fiduciary and related assets$4,041,286,00095
Managed Assets ($)$3,405,146,00074
Non-managed Assets ($)$636,140,000114
Memoranda
Gross Fiduciary activities income$21,107,00055
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$2,060,000129
Number of Managed Accounts$1,862,000117
Number of Non-Managed Accounts$198,000144
Total fiduciary and related assets$3,993,074,00095
Managed Assets ($)$3,364,383,00074
Non-managed Assets ($)$628,691,000114
Memoranda
Gross Fiduciary activities income$10,326,00055
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$1,747,000149
Number of Managed Accounts$1,556,000128
Number of Non-Managed Accounts$191,000174
Total fiduciary and related assets$2,923,791,000105
Managed Assets ($)$2,479,273,00088
Non-managed Assets ($)$444,518,000133
Memoranda
Gross Fiduciary activities income$21,889,00084
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$1,784,000142
Number of Managed Accounts$1,586,000124
Number of Non-Managed Accounts$198,000144
Total fiduciary and related assets$3,120,797,000104
Managed Assets ($)$2,638,515,00087
Non-managed Assets ($)$482,282,000134
Memoranda
Gross Fiduciary activities income$16,612,00083
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$1,782,000142
Number of Managed Accounts$1,583,000123
Number of Non-Managed Accounts$199,000145
Total fiduciary and related assets$3,136,839,000105
Managed Assets ($)$2,602,380,00088
Non-managed Assets ($)$534,459,000125
Memoranda
Gross Fiduciary activities income$11,279,00083
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$1,798,000142
Number of Managed Accounts$1,597,000123
Number of Non-Managed Accounts$201,000147
Total fiduciary and related assets$3,193,366,000107
Managed Assets ($)$2,633,599,00088
Non-managed Assets ($)$559,767,000121
Memoranda
Gross Fiduciary activities income$5,609,00084
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$1,812,000141
Number of Managed Accounts$1,611,000119
Number of Non-Managed Accounts$201,000178
Total fiduciary and related assets$3,200,312,000106
Managed Assets ($)$2,654,132,00088
Non-managed Assets ($)$546,180,000123
Memoranda
Gross Fiduciary activities income$21,375,00083
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$1,814,000139
Number of Managed Accounts$1,613,000123
Number of Non-Managed Accounts$201,000144
Total fiduciary and related assets$3,113,315,000106
Managed Assets ($)$2,499,872,00088
Non-managed Assets ($)$613,443,000113
Memoranda
Gross Fiduciary activities income$16,241,00080
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$1,837,000134
Number of Managed Accounts$1,633,000118
Number of Non-Managed Accounts$204,000141
Total fiduciary and related assets$2,972,603,000104
Managed Assets ($)$2,462,761,00086
Non-managed Assets ($)$509,842,000121
Memoranda
Gross Fiduciary activities income$11,188,00080
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$1,841,000130
Number of Managed Accounts$1,636,000114
Number of Non-Managed Accounts$205,000138
Total fiduciary and related assets$3,012,760,000103
Managed Assets ($)$2,514,871,00086
Non-managed Assets ($)$497,889,000122
Memoranda
Gross Fiduciary activities income$5,679,00077
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$1,840,000132
Number of Managed Accounts$1,645,000111
Number of Non-Managed Accounts$195,000179
Total fiduciary and related assets$2,936,683,000102
Managed Assets ($)$2,459,637,00085
Non-managed Assets ($)$477,046,000124
Memoranda
Gross Fiduciary activities income$22,823,00071
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$1,874,000126
Number of Managed Accounts$1,672,000106
Number of Non-Managed Accounts$202,000145
Total fiduciary and related assets$3,032,634,000100
Managed Assets ($)$2,549,404,00079
Non-managed Assets ($)$483,230,000125
Memoranda
Gross Fiduciary activities income$17,233,00071
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$1,920,000123
Number of Managed Accounts$1,708,000105
Number of Non-Managed Accounts$212,000144
Total fiduciary and related assets$3,117,326,00098
Managed Assets ($)$2,633,155,00074
Non-managed Assets ($)$484,171,000121
Memoranda
Gross Fiduciary activities income$11,627,00071
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$1,970,000120
Number of Managed Accounts$1,756,000104
Number of Non-Managed Accounts$214,000144
Total fiduciary and related assets$3,082,954,000100
Managed Assets ($)$2,632,504,00073
Non-managed Assets ($)$450,450,000124
Memoranda
Gross Fiduciary activities income$5,578,00073
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$2,038,000116
Number of Managed Accounts$1,819,000100
Number of Non-Managed Accounts$219,000175
Total fiduciary and related assets$3,080,171,00097
Managed Assets ($)$2,667,057,00069
Non-managed Assets ($)$413,114,000123
Memoranda
Gross Fiduciary activities income$21,932,00074
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$2,117,000112
Number of Managed Accounts$1,929,00095
Number of Non-Managed Accounts$188,000156
Total fiduciary and related assets$3,169,889,00097
Managed Assets ($)$2,755,073,00067
Non-managed Assets ($)$414,816,000124
Memoranda
Gross Fiduciary activities income$16,264,00075
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$2,168,000110
Number of Managed Accounts$1,979,00095
Number of Non-Managed Accounts$189,000151
Total fiduciary and related assets$3,714,096,00088
Managed Assets ($)$3,270,593,00062
Non-managed Assets ($)$443,503,000128
Memoranda
Gross Fiduciary activities income$10,960,00075
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$2,203,000105
Number of Managed Accounts$2,009,00089
Number of Non-Managed Accounts$194,000153
Total fiduciary and related assets$3,755,748,00086
Managed Assets ($)$3,294,277,00061
Non-managed Assets ($)$461,471,000129
Memoranda
Gross Fiduciary activities income$5,545,00072
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$2,259,000106
Number of Managed Accounts$2,053,00087
Number of Non-Managed Accounts$206,000188
Total fiduciary and related assets$3,496,400,00089
Managed Assets ($)$2,960,306,00068
Non-managed Assets ($)$536,094,000118
Memoranda
Gross Fiduciary activities income$22,493,00072
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$2,305,000102
Number of Managed Accounts$2,099,00084
Number of Non-Managed Accounts$206,000145
Total fiduciary and related assets$3,626,036,00085
Managed Assets ($)$3,097,005,00064
Non-managed Assets ($)$529,031,000116
Memoranda
Gross Fiduciary activities income$16,890,00072
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$2,394,00097
Number of Managed Accounts$2,185,00079
Number of Non-Managed Accounts$209,000146
Total fiduciary and related assets$3,764,455,00083
Managed Assets ($)$3,217,626,00062
Non-managed Assets ($)$546,829,000112
Memoranda
Gross Fiduciary activities income$11,587,00071
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$2,409,00097
Number of Managed Accounts$2,198,00081
Number of Non-Managed Accounts$211,000149
Total fiduciary and related assets$3,760,014,00081
Managed Assets ($)$3,213,500,00062
Non-managed Assets ($)$546,514,000111
Memoranda
Gross Fiduciary activities income$5,770,00072
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$2,449,00098
Number of Managed Accounts$2,232,00080
Number of Non-Managed Accounts$217,000187
Total fiduciary and related assets$4,064,383,00081
Managed Assets ($)$3,456,712,00059
Non-managed Assets ($)$607,671,000108
Memoranda
Gross Fiduciary activities income$22,521,00070
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$2,547,00093
Number of Managed Accounts$2,267,00079
Number of Non-Managed Accounts$280,000127
Total fiduciary and related assets$4,635,285,00072
Managed Assets ($)$3,491,868,00058
Non-managed Assets ($)$1,143,417,00087
Memoranda
Gross Fiduciary activities income$16,803,00070
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$2,613,00092
Number of Managed Accounts$2,339,00074
Number of Non-Managed Accounts$274,000129
Total fiduciary and related assets$4,496,368,00073
Managed Assets ($)$3,322,743,00059
Non-managed Assets ($)$1,173,625,00087
Memoranda
Gross Fiduciary activities income$11,410,00070
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$2,640,00091
Number of Managed Accounts$2,363,00072
Number of Non-Managed Accounts$277,000131
Total fiduciary and related assets$4,581,989,00070
Managed Assets ($)$3,410,726,00058
Non-managed Assets ($)$1,171,263,00084
Memoranda
Gross Fiduciary activities income$5,709,00070
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$2,695,00088
Number of Managed Accounts$2,417,00071
Number of Non-Managed Accounts$278,000168
Total fiduciary and related assets$5,365,373,00066
Managed Assets ($)$3,326,218,00056
Non-managed Assets ($)$2,039,155,00063
Memoranda
Gross Fiduciary activities income$23,164,00066
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$2,710,00085
Number of Managed Accounts$2,431,00067
Number of Non-Managed Accounts$279,000125
Total fiduciary and related assets$5,572,577,00062
Managed Assets ($)$3,340,726,00056
Non-managed Assets ($)$2,231,851,00058
Memoranda
Gross Fiduciary activities income$17,505,00065
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$2,749,00083
Number of Managed Accounts$2,465,00066
Number of Non-Managed Accounts$284,000127
Total fiduciary and related assets$5,464,763,00063
Managed Assets ($)$3,330,675,00055
Non-managed Assets ($)$2,134,088,00060
Memoranda
Gross Fiduciary activities income$11,875,00064
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$2,798,00082
Number of Managed Accounts$2,506,00065
Number of Non-Managed Accounts$292,000125
Total fiduciary and related assets$5,847,017,00063
Managed Assets ($)$3,389,626,00056
Non-managed Assets ($)$2,457,391,00055
Memoranda
Gross Fiduciary activities income$5,814,00065
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$2,736,00087
Number of Managed Accounts$2,498,00064
Number of Non-Managed Accounts$238,000178
Total fiduciary and related assets$4,842,544,00065
Managed Assets ($)$3,238,304,00056
Non-managed Assets ($)$1,604,240,00068
Memoranda
Gross Fiduciary activities income$24,012,00053
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$2,779,00084
Number of Managed Accounts$2,526,00066
Number of Non-Managed Accounts$253,000134
Total fiduciary and related assets$4,792,359,00066
Managed Assets ($)$3,301,390,00056
Non-managed Assets ($)$1,490,969,00072
Memoranda
Gross Fiduciary activities income$18,237,00055
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$2,788,00086
Number of Managed Accounts$2,524,00066
Number of Non-Managed Accounts$264,000133
Total fiduciary and related assets$5,184,760,00067
Managed Assets ($)$3,571,490,00057
Non-managed Assets ($)$1,613,270,00070
Memoranda
Gross Fiduciary activities income$12,550,00055
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$2,841,00084
Number of Managed Accounts$2,540,00065
Number of Non-Managed Accounts$301,000126
Total fiduciary and related assets$5,085,232,00067
Managed Assets ($)$3,476,076,00057
Non-managed Assets ($)$1,609,156,00069
Memoranda
Gross Fiduciary activities income$6,043,00054
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$2,897,00087
Number of Managed Accounts$2,578,00065
Number of Non-Managed Accounts$319,000157
Total fiduciary and related assets$4,875,269,00068
Managed Assets ($)$3,290,835,00059
Non-managed Assets ($)$1,584,434,00068
Memoranda
Gross Fiduciary activities income$23,889,00054
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$2,932,00083
Number of Managed Accounts$2,603,00063
Number of Non-Managed Accounts$329,000124
Total fiduciary and related assets$4,359,074,00070
Managed Assets ($)$3,168,540,00060
Non-managed Assets ($)$1,190,534,00080
Memoranda
Gross Fiduciary activities income$17,720,00054
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$2,955,00083
Number of Managed Accounts$2,632,00062
Number of Non-Managed Accounts$323,000127
Total fiduciary and related assets$4,303,297,00070
Managed Assets ($)$3,202,733,00055
Non-managed Assets ($)$1,100,564,00079
Memoranda
Gross Fiduciary activities income$11,705,00053
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$2,977,00084
Number of Managed Accounts$2,660,00062
Number of Non-Managed Accounts$317,000128
Total fiduciary and related assets$4,310,441,00073
Managed Assets ($)$3,090,516,00058
Non-managed Assets ($)$1,219,925,00080
Memoranda
Gross Fiduciary activities income$5,665,00052
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$3,044,00087
Number of Managed Accounts$2,731,00062
Number of Non-Managed Accounts$313,000169
Total fiduciary and related assets$4,258,497,00072
Managed Assets ($)$3,018,029,00060
Non-managed Assets ($)$1,240,468,00084
Memoranda
Gross Fiduciary activities income$23,545,00052
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$3,042,00085
Number of Managed Accounts$2,746,00062
Number of Non-Managed Accounts$296,000132
Total fiduciary and related assets$4,475,262,00071
Managed Assets ($)$3,298,352,00058
Non-managed Assets ($)$1,176,910,00082
Memoranda
Gross Fiduciary activities income$17,753,00053
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$3,071,00087
Number of Managed Accounts$2,776,00065
Number of Non-Managed Accounts$295,000134
Total fiduciary and related assets$4,123,511,00074
Managed Assets ($)$2,981,069,00062
Non-managed Assets ($)$1,142,442,00080
Memoranda
Gross Fiduciary activities income$11,900,00054
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$3,114,00082
Number of Managed Accounts$2,811,00062
Number of Non-Managed Accounts$303,000133
Total fiduciary and related assets$3,786,576,00077
Managed Assets ($)$2,933,656,00060
Non-managed Assets ($)$852,920,00089
Memoranda
Gross Fiduciary activities income$5,803,00055
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$3,119,00091
Number of Managed Accounts$2,813,00063
Number of Non-Managed Accounts$306,000177
Total fiduciary and related assets$4,052,986,00078
Managed Assets ($)$3,150,596,00058
Non-managed Assets ($)$902,390,00092
Memoranda
Gross Fiduciary activities income$25,855,00054
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$2,998,00089
Number of Managed Accounts$2,775,00065
Number of Non-Managed Accounts$223,000158
Total fiduciary and related assets$4,542,497,00074
Managed Assets ($)$3,451,770,00057
Non-managed Assets ($)$1,090,727,00088
Memoranda
Gross Fiduciary activities income$19,833,00056
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$3,087,00090
Number of Managed Accounts$2,797,00066
Number of Non-Managed Accounts$290,000145
Total fiduciary and related assets$4,577,523,00080
Managed Assets ($)$3,394,356,00065
Non-managed Assets ($)$1,183,167,00090
Memoranda
Gross Fiduciary activities income$13,332,00058
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$3,058,00090
Number of Managed Accounts$2,766,00067
Number of Non-Managed Accounts$292,000144
Total fiduciary and related assets$4,536,752,00082
Managed Assets ($)$3,353,293,00062
Non-managed Assets ($)$1,183,459,00092
Memoranda
Gross Fiduciary activities income$6,444,00060
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$3,030,00090
Number of Managed Accounts$2,752,00067
Number of Non-Managed Accounts$278,000199
Total fiduciary and related assets$4,629,213,00079
Managed Assets ($)$3,405,025,00062
Non-managed Assets ($)$1,224,188,00093
Memoranda
Gross Fiduciary activities income$26,689,00058
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$3,044,00084
Number of Managed Accounts$2,747,00065
Number of Non-Managed Accounts$297,000137
Total fiduciary and related assets$4,518,813,00079
Managed Assets ($)$3,396,660,00062
Non-managed Assets ($)$1,122,153,00093
Memoranda
Gross Fiduciary activities income$19,920,00057
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$0450
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0422
Total fiduciary and related assets$0449
Managed Assets ($)$0427
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$550,000399
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$0451
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0425
Total fiduciary and related assets$0450
Managed Assets ($)$0427
Non-managed Assets ($)$0424
Memoranda
Gross Fiduciary activities income$174,000522
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$4,0001,568
Number of Managed Accounts$4,0001,428
Number of Non-Managed Accounts$01,332
Total fiduciary and related assets$23,244,000956
Managed Assets ($)$23,244,000854
Non-managed Assets ($)$01,321
Memoranda
Gross Fiduciary activities income$94,000940
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$0432
Number of Managed Accounts$0409
Number of Non-Managed Accounts$0409
Total fiduciary and related assets$0431
Managed Assets ($)$0409
Non-managed Assets ($)$0408
Memoranda
Gross Fiduciary activities income$55,000974
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$0435
Number of Managed Accounts$0413
Number of Non-Managed Accounts$0412
Total fiduciary and related assets$0434
Managed Assets ($)$0413
Non-managed Assets ($)$0411
Memoranda
Gross Fiduciary activities income$36,000998
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$0458
Number of Managed Accounts$0437
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0457
Managed Assets ($)$0437
Non-managed Assets ($)$0422
Memoranda
Gross Fiduciary activities income$21,000981
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$1,0001,727
Number of Managed Accounts$1,0001,605
Number of Non-Managed Accounts$01,373
Total fiduciary and related assets$5,390,0001,267
Managed Assets ($)$5,390,0001,188
Non-managed Assets ($)$01,365
Memoranda
Gross Fiduciary activities income$01,557
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0422
Number of Non-Managed Accounts$0414
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Non-managed Assets ($)$0412
Memoranda
Gross Fiduciary activities income$01,504
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0435
Number of Non-Managed Accounts$0431
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$01,480