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Deutsche Bank Trust Company Delaware, 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$2,033,000129
Number of Managed Accounts$124,000540
Number of Non-Managed Accounts$1,909,00040
Total fiduciary and related assets$7,324,329,00072
Managed Assets ($)$1,076,715,000179
Non-managed Assets ($)$6,247,614,00048
Memoranda
Gross Fiduciary activities income$10,630,000149
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$2,028,000129
Number of Managed Accounts$124,000319
Number of Non-Managed Accounts$1,904,00039
Total fiduciary and related assets$7,223,423,00072
Managed Assets ($)$1,039,680,000182
Non-managed Assets ($)$6,183,743,00047
Memoranda
Gross Fiduciary activities income$7,784,000151
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$2,055,000125
Number of Managed Accounts$171,000370
Number of Non-Managed Accounts$1,884,00041
Total fiduciary and related assets$7,053,598,00071
Managed Assets ($)$1,043,965,000181
Non-managed Assets ($)$6,009,633,00049
Memoranda
Gross Fiduciary activities income$5,364,000145
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$2,067,000124
Number of Managed Accounts$170,000314
Number of Non-Managed Accounts$1,897,00040
Total fiduciary and related assets$7,154,952,00071
Managed Assets ($)$887,827,000190
Non-managed Assets ($)$6,267,125,00044
Memoranda
Gross Fiduciary activities income$2,946,000136
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$2,063,000127
Number of Managed Accounts$169,000496
Number of Non-Managed Accounts$1,894,00044
Total fiduciary and related assets$6,952,183,00073
Managed Assets ($)$808,689,000199
Non-managed Assets ($)$6,143,494,00044
Memoranda
Gross Fiduciary activities income$10,688,000134
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$2,046,000127
Number of Managed Accounts$161,000316
Number of Non-Managed Accounts$1,885,00042
Total fiduciary and related assets$6,873,219,00070
Managed Assets ($)$738,865,000194
Non-managed Assets ($)$6,134,354,00043
Memoranda
Gross Fiduciary activities income$7,747,000136
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$2,054,000126
Number of Managed Accounts$170,000367
Number of Non-Managed Accounts$1,884,00042
Total fiduciary and related assets$6,664,700,00070
Managed Assets ($)$694,348,000200
Non-managed Assets ($)$5,970,352,00043
Memoranda
Gross Fiduciary activities income$5,396,000132
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$2,054,000125
Number of Managed Accounts$170,000317
Number of Non-Managed Accounts$1,884,00041
Total fiduciary and related assets$6,526,732,00067
Managed Assets ($)$612,903,000201
Non-managed Assets ($)$5,913,829,00043
Memoranda
Gross Fiduciary activities income$3,068,000126
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$2,070,000129
Number of Managed Accounts$186,000482
Number of Non-Managed Accounts$1,884,00043
Total fiduciary and related assets$6,526,505,00070
Managed Assets ($)$568,774,000236
Non-managed Assets ($)$5,957,731,00043
Memoranda
Gross Fiduciary activities income$11,807,000126
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$2,059,000127
Number of Managed Accounts$189,000319
Number of Non-Managed Accounts$1,870,00042
Total fiduciary and related assets$6,196,608,00071
Managed Assets ($)$529,343,000232
Non-managed Assets ($)$5,667,265,00045
Memoranda
Gross Fiduciary activities income$8,816,000125
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$1,973,000134
Number of Managed Accounts$130,000365
Number of Non-Managed Accounts$1,843,00044
Total fiduciary and related assets$6,189,224,00070
Managed Assets ($)$471,000,000249
Non-managed Assets ($)$5,718,224,00044
Memoranda
Gross Fiduciary activities income$5,911,000126
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$1,967,000132
Number of Managed Accounts$129,000371
Number of Non-Managed Accounts$1,838,00044
Total fiduciary and related assets$6,231,226,00069
Managed Assets ($)$522,593,000235
Non-managed Assets ($)$5,708,633,00045
Memoranda
Gross Fiduciary activities income$3,188,000124
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$2,005,000132
Number of Managed Accounts$134,000560
Number of Non-Managed Accounts$1,871,00045
Total fiduciary and related assets$6,435,215,00068
Managed Assets ($)$463,483,000243
Non-managed Assets ($)$5,971,732,00044
Memoranda
Gross Fiduciary activities income$12,114,000127
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$2,024,000127
Number of Managed Accounts$135,000369
Number of Non-Managed Accounts$1,889,00041
Total fiduciary and related assets$7,122,837,00066
Managed Assets ($)$545,329,000230
Non-managed Assets ($)$6,577,508,00043
Memoranda
Gross Fiduciary activities income$8,767,000126
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$1,986,000128
Number of Managed Accounts$139,000371
Number of Non-Managed Accounts$1,847,00043
Total fiduciary and related assets$7,241,444,00065
Managed Assets ($)$525,434,000232
Non-managed Assets ($)$6,716,010,00043
Memoranda
Gross Fiduciary activities income$5,899,000124
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$1,971,000130
Number of Managed Accounts$144,000373
Number of Non-Managed Accounts$1,827,00046
Total fiduciary and related assets$7,043,605,00067
Managed Assets ($)$500,295,000236
Non-managed Assets ($)$6,543,310,00044
Memoranda
Gross Fiduciary activities income$3,242,000122
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$1,970,000129
Number of Managed Accounts$149,000543
Number of Non-Managed Accounts$1,821,00048
Total fiduciary and related assets$6,915,259,00068
Managed Assets ($)$701,475,000193
Non-managed Assets ($)$6,213,784,00045
Memoranda
Gross Fiduciary activities income$12,063,000117
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$1,959,000130
Number of Managed Accounts$151,000369
Number of Non-Managed Accounts$1,808,00046
Total fiduciary and related assets$6,896,172,00067
Managed Assets ($)$522,850,000225
Non-managed Assets ($)$6,373,322,00045
Memoranda
Gross Fiduciary activities income$8,971,000116
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$1,966,000123
Number of Managed Accounts$156,000368
Number of Non-Managed Accounts$1,810,00046
Total fiduciary and related assets$6,407,718,00068
Managed Assets ($)$521,735,000224
Non-managed Assets ($)$5,885,983,00045
Memoranda
Gross Fiduciary activities income$6,284,000114
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$2,192,000108
Number of Managed Accounts$160,000368
Number of Non-Managed Accounts$2,032,00046
Total fiduciary and related assets$6,291,126,00068
Managed Assets ($)$699,323,000183
Non-managed Assets ($)$5,591,803,00046
Memoranda
Gross Fiduciary activities income$3,534,000107
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$2,183,000108
Number of Managed Accounts$159,000540
Number of Non-Managed Accounts$2,024,00048
Total fiduciary and related assets$6,057,801,00068
Managed Assets ($)$679,912,000184
Non-managed Assets ($)$5,377,889,00046
Memoranda
Gross Fiduciary activities income$12,750,000110
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$2,336,000100
Number of Managed Accounts$153,000372
Number of Non-Managed Accounts$2,183,00043
Total fiduciary and related assets$6,424,220,00064
Managed Assets ($)$568,644,000213
Non-managed Assets ($)$5,855,576,00045
Memoranda
Gross Fiduciary activities income$9,266,000110
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$2,277,000104
Number of Managed Accounts$156,000372
Number of Non-Managed Accounts$2,121,00044
Total fiduciary and related assets$6,079,478,00068
Managed Assets ($)$516,818,000226
Non-managed Assets ($)$5,562,660,00045
Memoranda
Gross Fiduciary activities income$6,254,000111
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$2,162,000108
Number of Managed Accounts$158,000374
Number of Non-Managed Accounts$2,004,00046
Total fiduciary and related assets$5,567,203,00071
Managed Assets ($)$521,416,000224
Non-managed Assets ($)$5,045,787,00046
Memoranda
Gross Fiduciary activities income$3,263,000110
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$2,176,000108
Number of Managed Accounts$149,000560
Number of Non-Managed Accounts$2,027,00048
Total fiduciary and related assets$5,535,746,00069
Managed Assets ($)$521,556,000225
Non-managed Assets ($)$5,014,190,00047
Memoranda
Gross Fiduciary activities income$12,422,000111
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$2,165,000108
Number of Managed Accounts$150,000372
Number of Non-Managed Accounts$2,015,00046
Total fiduciary and related assets$5,324,979,00070
Managed Assets ($)$439,598,000238
Non-managed Assets ($)$4,885,381,00047
Memoranda
Gross Fiduciary activities income$9,008,000112
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$2,135,000112
Number of Managed Accounts$148,000375
Number of Non-Managed Accounts$1,987,00044
Total fiduciary and related assets$5,344,671,00073
Managed Assets ($)$467,618,000240
Non-managed Assets ($)$4,877,053,00047
Memoranda
Gross Fiduciary activities income$6,191,000111
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$2,118,000112
Number of Managed Accounts$159,000371
Number of Non-Managed Accounts$1,959,00046
Total fiduciary and related assets$4,955,991,00074
Managed Assets ($)$451,968,000245
Non-managed Assets ($)$4,504,023,00051
Memoranda
Gross Fiduciary activities income$3,237,000111
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$2,082,000116
Number of Managed Accounts$191,000502
Number of Non-Managed Accounts$1,891,00049
Total fiduciary and related assets$5,043,307,00074
Managed Assets ($)$981,941,000145
Non-managed Assets ($)$4,061,366,00050
Memoranda
Gross Fiduciary activities income$12,348,000112
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$2,050,000112
Number of Managed Accounts$172,000372
Number of Non-Managed Accounts$1,878,00046
Total fiduciary and related assets$8,116,588,00060
Managed Assets ($)$722,444,000169
Non-managed Assets ($)$7,394,144,00041
Memoranda
Gross Fiduciary activities income$9,307,000108
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$2,030,000111
Number of Managed Accounts$169,000370
Number of Non-Managed Accounts$1,861,00047
Total fiduciary and related assets$4,615,537,00072
Managed Assets ($)$746,604,000164
Non-managed Assets ($)$3,868,933,00049
Memoranda
Gross Fiduciary activities income$6,634,000103
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$2,017,000114
Number of Managed Accounts$158,000372
Number of Non-Managed Accounts$1,859,00049
Total fiduciary and related assets$4,228,472,00078
Managed Assets ($)$695,874,000167
Non-managed Assets ($)$3,532,598,00053
Memoranda
Gross Fiduciary activities income$3,490,000100
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$2,390,000102
Number of Managed Accounts$175,000520
Number of Non-Managed Accounts$2,215,00045
Total fiduciary and related assets$4,102,819,00079
Managed Assets ($)$781,055,000158
Non-managed Assets ($)$3,321,764,00053
Memoranda
Gross Fiduciary activities income$12,938,000102
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$2,364,000100
Number of Managed Accounts$170,000349
Number of Non-Managed Accounts$2,194,00046
Total fiduciary and related assets$3,307,503,00084
Managed Assets ($)$557,414,000191
Non-managed Assets ($)$2,750,089,00057
Memoranda
Gross Fiduciary activities income$9,546,000101
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$2,334,000100
Number of Managed Accounts$155,000355
Number of Non-Managed Accounts$2,179,00048
Total fiduciary and related assets$3,601,509,00082
Managed Assets ($)$479,132,000213
Non-managed Assets ($)$3,122,377,00055
Memoranda
Gross Fiduciary activities income$6,458,000101
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$2,293,00099
Number of Managed Accounts$200,000346
Number of Non-Managed Accounts$2,093,00048
Total fiduciary and related assets$3,156,073,00085
Managed Assets ($)$818,492,000145
Non-managed Assets ($)$2,337,581,00060
Memoranda
Gross Fiduciary activities income$3,028,000103
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$2,277,000102
Number of Managed Accounts$261,000421
Number of Non-Managed Accounts$2,016,00052
Total fiduciary and related assets$3,072,484,00084
Managed Assets ($)$1,148,950,000115
Non-managed Assets ($)$1,923,534,00067
Memoranda
Gross Fiduciary activities income$10,854,000102
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$2,140,000104
Number of Managed Accounts$176,000342
Number of Non-Managed Accounts$1,964,00048
Total fiduciary and related assets$2,575,869,00094
Managed Assets ($)$663,930,000161
Non-managed Assets ($)$1,911,939,00065
Memoranda
Gross Fiduciary activities income$7,932,000102
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$2,092,000103
Number of Managed Accounts$172,000341
Number of Non-Managed Accounts$1,920,00050
Total fiduciary and related assets$2,468,762,00096
Managed Assets ($)$703,059,000149
Non-managed Assets ($)$1,765,703,00067
Memoranda
Gross Fiduciary activities income$5,316,000105
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$2,002,000104
Number of Managed Accounts$176,000337
Number of Non-Managed Accounts$1,826,00050
Total fiduciary and related assets$2,395,874,000100
Managed Assets ($)$727,114,000149
Non-managed Assets ($)$1,668,760,00068
Memoranda
Gross Fiduciary activities income$2,704,000102
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$1,980,000111
Number of Managed Accounts$183,000500
Number of Non-Managed Accounts$1,797,00053
Total fiduciary and related assets$2,444,141,00092
Managed Assets ($)$848,511,000130
Non-managed Assets ($)$1,595,630,00069
Memoranda
Gross Fiduciary activities income$9,862,00094
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$1,929,000108
Number of Managed Accounts$180,000336
Number of Non-Managed Accounts$1,749,00050
Total fiduciary and related assets$2,181,789,00099
Managed Assets ($)$848,502,000129
Non-managed Assets ($)$1,333,287,00077
Memoranda
Gross Fiduciary activities income$7,347,00096
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$1,893,000112
Number of Managed Accounts$187,000336
Number of Non-Managed Accounts$1,706,00051
Total fiduciary and related assets$2,195,535,000103
Managed Assets ($)$884,191,000132
Non-managed Assets ($)$1,311,344,00080
Memoranda
Gross Fiduciary activities income$4,659,000100
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$1,841,000113
Number of Managed Accounts$192,000341
Number of Non-Managed Accounts$1,649,00054
Total fiduciary and related assets$2,127,510,000102
Managed Assets ($)$839,234,000136
Non-managed Assets ($)$1,288,276,00079
Memoranda
Gross Fiduciary activities income$2,349,00098
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$1,798,000116
Number of Managed Accounts$189,000505
Number of Non-Managed Accounts$1,609,00057
Total fiduciary and related assets$1,944,899,000109
Managed Assets ($)$664,812,000152
Non-managed Assets ($)$1,280,087,00078
Memoranda
Gross Fiduciary activities income$9,097,00097
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$1,728,000120
Number of Managed Accounts$183,000327
Number of Non-Managed Accounts$1,545,00052
Total fiduciary and related assets$2,019,435,000106
Managed Assets ($)$939,237,000125
Non-managed Assets ($)$1,080,198,00084
Memoranda
Gross Fiduciary activities income$6,624,00097
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$1,686,000127
Number of Managed Accounts$181,000330
Number of Non-Managed Accounts$1,505,00056
Total fiduciary and related assets$1,151,604,000140
Managed Assets ($)$684,843,000142
Non-managed Assets ($)$466,761,000107
Memoranda
Gross Fiduciary activities income$4,453,00098
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$1,670,000127
Number of Managed Accounts$177,000335
Number of Non-Managed Accounts$1,493,00055
Total fiduciary and related assets$1,625,000,000116
Managed Assets ($)$695,111,000146
Non-managed Assets ($)$929,889,00089
Memoranda
Gross Fiduciary activities income$2,219,00099
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$1,647,000141
Number of Managed Accounts$173,000544
Number of Non-Managed Accounts$1,474,00063
Total fiduciary and related assets$1,565,508,000119
Managed Assets ($)$618,618,000158
Non-managed Assets ($)$946,890,00090
Memoranda
Gross Fiduciary activities income$8,362,00099
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$1,715,000125
Number of Managed Accounts$170,000329
Number of Non-Managed Accounts$1,545,00057
Total fiduciary and related assets$1,430,166,000125
Managed Assets ($)$605,142,000159
Non-managed Assets ($)$825,024,00096
Memoranda
Gross Fiduciary activities income$5,891,000102
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$1,702,000124
Number of Managed Accounts$166,000336
Number of Non-Managed Accounts$1,536,00055
Total fiduciary and related assets$1,396,525,000125
Managed Assets ($)$527,036,000169
Non-managed Assets ($)$869,489,00095
Memoranda
Gross Fiduciary activities income$3,922,000103
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$1,584,000127
Number of Managed Accounts$160,000337
Number of Non-Managed Accounts$1,424,00054
Total fiduciary and related assets$1,177,872,000136
Managed Assets ($)$345,137,000220
Non-managed Assets ($)$832,735,00092
Memoranda
Gross Fiduciary activities income$1,882,000104
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$1,581,000146
Number of Managed Accounts$159,000579
Number of Non-Managed Accounts$1,422,00066
Total fiduciary and related assets$1,193,895,000140
Managed Assets ($)$310,686,000237
Non-managed Assets ($)$883,209,00096
Memoranda
Gross Fiduciary activities income$6,802,000126
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$1,506,000140
Number of Managed Accounts$143,000366
Number of Non-Managed Accounts$1,363,00061
Total fiduciary and related assets$1,050,084,000159
Managed Assets ($)$274,274,000265
Non-managed Assets ($)$775,810,000104
Memoranda
Gross Fiduciary activities income$5,078,000128
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$1,417,000149
Number of Managed Accounts$141,000371
Number of Non-Managed Accounts$1,276,00066
Total fiduciary and related assets$1,394,062,000143
Managed Assets ($)$417,123,000216
Non-managed Assets ($)$976,939,00098
Memoranda
Gross Fiduciary activities income$3,272,000135
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$1,344,000160
Number of Managed Accounts$133,000375
Number of Non-Managed Accounts$1,211,00065
Total fiduciary and related assets$1,333,976,000151
Managed Assets ($)$389,307,000231
Non-managed Assets ($)$944,669,000105
Memoranda
Gross Fiduciary activities income$1,523,000139
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$1,165,000198
Number of Managed Accounts$135,000630
Number of Non-Managed Accounts$1,030,00080
Total fiduciary and related assets$1,317,390,000153
Managed Assets ($)$373,127,000241
Non-managed Assets ($)$944,263,000104
Memoranda
Gross Fiduciary activities income$3,003,000218
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$1,063,000194
Number of Managed Accounts$120,000363
Number of Non-Managed Accounts$943,00073
Total fiduciary and related assets$1,413,602,000146
Managed Assets ($)$314,776,000264
Non-managed Assets ($)$1,098,826,00094
Memoranda
Gross Fiduciary activities income$2,132,000222
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$955,000216
Number of Managed Accounts$115,000370
Number of Non-Managed Accounts$840,00077
Total fiduciary and related assets$1,168,352,000169
Managed Assets ($)$250,777,000307
Non-managed Assets ($)$917,575,000107
Memoranda
Gross Fiduciary activities income$1,328,000239
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$914,000224
Number of Managed Accounts$107,000373
Number of Non-Managed Accounts$807,00080
Total fiduciary and related assets$1,037,921,000180
Managed Assets ($)$229,335,000322
Non-managed Assets ($)$808,586,000111
Memoranda
Gross Fiduciary activities income$593,000256
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$873,000255
Number of Managed Accounts$113,000699
Number of Non-Managed Accounts$760,00098
Total fiduciary and related assets$1,315,712,000153
Managed Assets ($)$289,070,000280
Non-managed Assets ($)$1,026,642,000100
Memoranda
Gross Fiduciary activities income$2,391,000241
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$858,000238
Number of Managed Accounts$109,000359
Number of Non-Managed Accounts$749,00088
Total fiduciary and related assets$1,149,904,000172
Managed Assets ($)$249,087,000295
Non-managed Assets ($)$900,817,000108
Memoranda
Gross Fiduciary activities income$1,770,000247
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$845,000241
Number of Managed Accounts$105,000366
Number of Non-Managed Accounts$740,00091
Total fiduciary and related assets$1,169,053,000169
Managed Assets ($)$218,238,000312
Non-managed Assets ($)$950,815,000113
Memoranda
Gross Fiduciary activities income$1,136,000260
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$855,000241
Number of Managed Accounts$99,000377
Number of Non-Managed Accounts$756,00090
Total fiduciary and related assets$1,068,443,000181
Managed Assets ($)$224,384,000306
Non-managed Assets ($)$844,059,000119
Memoranda
Gross Fiduciary activities income$543,000266
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$978,000230
Number of Managed Accounts$100,000750
Number of Non-Managed Accounts$878,00092
Total fiduciary and related assets$1,295,776,000159
Managed Assets ($)$247,927,000296
Non-managed Assets ($)$1,047,849,000111
Memoranda
Gross Fiduciary activities income$1,991,000273
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$943,000211
Number of Managed Accounts$81,000368
Number of Non-Managed Accounts$862,00079
Total fiduciary and related assets$1,191,420,000165
Managed Assets ($)$144,214,000334
Non-managed Assets ($)$1,047,206,000108
Memoranda
Gross Fiduciary activities income$1,469,000270
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$889,000225
Number of Managed Accounts$58,000394
Number of Non-Managed Accounts$831,00083
Total fiduciary and related assets$958,192,000181
Managed Assets ($)$74,849,000373
Non-managed Assets ($)$883,343,000112
Memoranda
Gross Fiduciary activities income$953,000273
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$851,000235
Number of Managed Accounts$44,000404
Number of Non-Managed Accounts$807,00090
Total fiduciary and related assets$938,242,000187
Managed Assets ($)$73,659,000373
Non-managed Assets ($)$864,583,000118
Memoranda
Gross Fiduciary activities income$441,000292
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$291,000540
Number of Managed Accounts$44,000974
Number of Non-Managed Accounts$247,000221
Total fiduciary and related assets$580,843,000239
Managed Assets ($)$91,282,000505
Non-managed Assets ($)$489,561,000142
Memoranda
Gross Fiduciary activities income$1,533,000298
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$281,000361
Number of Managed Accounts$43,000384
Number of Non-Managed Accounts$238,000168
Total fiduciary and related assets$440,236,000258
Managed Assets ($)$72,328,000365
Non-managed Assets ($)$367,908,000157
Memoranda
Gross Fiduciary activities income$1,103,000309
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$283,000368
Number of Managed Accounts$41,000393
Number of Non-Managed Accounts$242,000172
Total fiduciary and related assets$424,501,000265
Managed Assets ($)$60,998,000368
Non-managed Assets ($)$363,503,000159
Memoranda
Gross Fiduciary activities income$702,000320
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$277,000372
Number of Managed Accounts$39,000398
Number of Non-Managed Accounts$238,000178
Total fiduciary and related assets$432,301,000267
Managed Assets ($)$56,535,000379
Non-managed Assets ($)$375,766,000153
Memoranda
Gross Fiduciary activities income$316,000339
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$281,000559
Number of Managed Accounts$39,0001,039
Number of Non-Managed Accounts$242,000247
Total fiduciary and related assets$681,486,000225
Managed Assets ($)$73,260,000542
Non-managed Assets ($)$608,226,000140
Memoranda
Gross Fiduciary activities income$1,243,000344
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$131,000418
Number of Managed Accounts$41,000404
Number of Non-Managed Accounts$90,000283
Total fiduciary and related assets$2,683,459,000117
Managed Assets ($)$60,592,000379
Non-managed Assets ($)$2,622,867,00082
Memoranda
Gross Fiduciary activities income$918,000352
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$100,000429
Number of Managed Accounts$39,000410
Number of Non-Managed Accounts$61,000316
Total fiduciary and related assets$2,622,975,000119
Managed Assets ($)$53,638,000385
Non-managed Assets ($)$2,569,337,00083
Memoranda
Gross Fiduciary activities income$610,000358
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$81,000446
Number of Managed Accounts$39,000425
Number of Non-Managed Accounts$42,000347
Total fiduciary and related assets$2,562,440,000118
Managed Assets ($)$49,765,000397
Non-managed Assets ($)$2,512,675,00080
Memoranda
Gross Fiduciary activities income$308,000363
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$81,0001,036
Number of Managed Accounts$39,0001,072
Number of Non-Managed Accounts$42,000674
Total fiduciary and related assets$2,636,163,000115
Managed Assets ($)$68,027,000563
Non-managed Assets ($)$2,568,136,00078
Memoranda
Gross Fiduciary activities income$1,222,000368
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$54,0001,129
Number of Managed Accounts$40,0001,039
Number of Non-Managed Accounts$14,000911
Total fiduciary and related assets$3,082,191,00095
Managed Assets ($)$81,005,000497
Non-managed Assets ($)$3,001,186,00070
Memoranda
Gross Fiduciary activities income$1,197,000384
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$1,111,000404
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$19,0001,210
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$29,0001,189
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$01,450
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$01,526
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$01,590
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$01,599
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$01,630
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$01,658