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EverBank, Fiduciary and Related Services

2025-03-31Rank
Fiduciary powers granted$01,461
Fiduciary power exercised$01,090
Fiduciary or related activity$01,037
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0380
Number of Managed Accounts$0371
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$0380
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,781,000261
2024-12-31Rank
Fiduciary powers granted$01,468
Fiduciary power exercised$01,099
Fiduciary or related activity$01,035
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,015
Number of Managed Accounts$0970
Number of Non-Managed Accounts$0807
Total fiduciary and related assets$01,015
Managed Assets ($)$0970
Non-managed Assets ($)$0802
Memoranda
Gross Fiduciary activities income$01,000
2024-09-30Rank
Fiduciary powers granted$01,475
Fiduciary power exercised$01,109
Fiduciary or related activity$01,051
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0380
Number of Managed Accounts$0371
Number of Non-Managed Accounts$0366
Total fiduciary and related assets$0379
Managed Assets ($)$0371
Non-managed Assets ($)$0366
Memoranda
Gross Fiduciary activities income$0972
2024-06-30Rank
Fiduciary powers granted$01,477
Fiduciary power exercised$01,115
Fiduciary or related activity$01,054
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0457
Number of Managed Accounts$0450
Number of Non-Managed Accounts$0436
Total fiduciary and related assets$0457
Managed Assets ($)$0450
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities income$0962
2024-03-31Rank
Fiduciary powers granted$01,483
Fiduciary power exercised$01,128
Fiduciary or related activity$01,058
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0376
Number of Non-Managed Accounts$0371
Total fiduciary and related assets$0384
Managed Assets ($)$0376
Non-managed Assets ($)$0371
Memoranda
Gross Fiduciary activities income$0895
2023-12-31Rank
Fiduciary powers granted$01,482
Fiduciary power exercised$01,128
Fiduciary or related activity$01,058
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,035
Number of Managed Accounts$0982
Number of Non-Managed Accounts$0825
Total fiduciary and related assets$01,034
Managed Assets ($)$0982
Non-managed Assets ($)$0820
Memoranda
Gross Fiduciary activities income$0981
2023-09-30Rank
Fiduciary powers granted$01,485
Fiduciary power exercised$01,127
Fiduciary or related activity$01,071
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0375
Number of Managed Accounts$0366
Number of Non-Managed Accounts$0365
Total fiduciary and related assets$0376
Managed Assets ($)$0366
Non-managed Assets ($)$0363
Memoranda
Gross Fiduciary activities income$0950
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$190,782,0007
Number of Managed Accounts$41,148,00011
Number of Non-Managed Accounts$149,634,0004
Total fiduciary and related assets$103,980,380,00021
Managed Assets ($)$71,781,717,00014
Non-managed Assets ($)$32,198,663,00029
Memoranda
Gross Fiduciary activities income$135,495,00024
2023-03-31Rank
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$184,808,0007
Number of Managed Accounts$40,325,00012
Number of Non-Managed Accounts$144,483,0005
Total fiduciary and related assets$100,692,826,00024
Managed Assets ($)$69,875,578,00013
Non-managed Assets ($)$30,817,248,00032
Memoranda
Gross Fiduciary activities income$67,118,00023
2022-12-31Rank
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$178,410,0007
Number of Managed Accounts$38,791,00012
Number of Non-Managed Accounts$139,619,0005
Total fiduciary and related assets$96,593,670,00024
Managed Assets ($)$67,620,391,00014
Non-managed Assets ($)$28,973,279,00034
Memoranda
Gross Fiduciary activities income$269,779,00025
2022-09-30Rank
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$173,954,0007
Number of Managed Accounts$38,468,00012
Number of Non-Managed Accounts$135,486,0005
Total fiduciary and related assets$91,018,239,00024
Managed Assets ($)$64,293,890,00014
Non-managed Assets ($)$26,724,349,00036
Memoranda
Gross Fiduciary activities income$204,476,00025
2022-06-30Rank
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$169,915,0007
Number of Managed Accounts$37,718,00012
Number of Non-Managed Accounts$132,197,0005
Total fiduciary and related assets$96,443,547,00020
Managed Assets ($)$68,583,851,00012
Non-managed Assets ($)$27,859,696,00030
Memoranda
Gross Fiduciary activities income$139,196,00020
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$164,369,0007
Number of Managed Accounts$37,123,00012
Number of Non-Managed Accounts$127,246,0005
Total fiduciary and related assets$109,192,278,00019
Managed Assets ($)$78,017,370,00012
Non-managed Assets ($)$31,174,908,00028
Memoranda
Gross Fiduciary activities income$72,001,00019
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$158,346,0007
Number of Managed Accounts$36,568,00014
Number of Non-Managed Accounts$121,778,0005
Total fiduciary and related assets$115,564,079,00019
Managed Assets ($)$83,168,336,00012
Non-managed Assets ($)$32,395,743,00027
Memoranda
Gross Fiduciary activities income$289,467,00019
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$151,881,0007
Number of Managed Accounts$35,670,00014
Number of Non-Managed Accounts$116,211,0006
Total fiduciary and related assets$110,039,996,00019
Managed Assets ($)$80,801,347,00012
Non-managed Assets ($)$29,238,649,00028
Memoranda
Gross Fiduciary activities income$214,389,00019
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$146,777,0007
Number of Managed Accounts$35,299,00014
Number of Non-Managed Accounts$111,478,0006
Total fiduciary and related assets$110,768,828,00019
Managed Assets ($)$81,277,865,00012
Non-managed Assets ($)$29,490,963,00027
Memoranda
Gross Fiduciary activities income$141,533,00018
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$137,856,0009
Number of Managed Accounts$34,145,00014
Number of Non-Managed Accounts$103,711,0006
Total fiduciary and related assets$104,296,023,00020
Managed Assets ($)$77,566,915,00012
Non-managed Assets ($)$26,729,108,00028
Memoranda
Gross Fiduciary activities income$69,227,00017
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$128,605,0009
Number of Managed Accounts$32,865,00014
Number of Non-Managed Accounts$95,740,0006
Total fiduciary and related assets$100,817,471,00020
Managed Assets ($)$75,628,854,00012
Non-managed Assets ($)$25,188,617,00030
Memoranda
Gross Fiduciary activities income$243,200,00022
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$121,539,0009
Number of Managed Accounts$31,818,00013
Number of Non-Managed Accounts$89,721,0006
Total fiduciary and related assets$89,831,501,00020
Managed Assets ($)$68,321,301,00012
Non-managed Assets ($)$21,510,200,00030
Memoranda
Gross Fiduciary activities income$177,362,00022
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$114,459,0009
Number of Managed Accounts$30,936,00013
Number of Non-Managed Accounts$83,523,0006
Total fiduciary and related assets$84,242,441,00020
Managed Assets ($)$64,434,722,00013
Non-managed Assets ($)$19,807,719,00030
Memoranda
Gross Fiduciary activities income$114,916,00023
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$107,505,0009
Number of Managed Accounts$30,215,00013
Number of Non-Managed Accounts$77,290,0006
Total fiduciary and related assets$73,713,036,00020
Managed Assets ($)$56,832,572,00013
Non-managed Assets ($)$16,880,464,00033
Memoranda
Gross Fiduciary activities income$56,640,00023
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$98,874,00010
Number of Managed Accounts$28,915,00013
Number of Non-Managed Accounts$69,959,0006
Total fiduciary and related assets$83,998,921,00020
Managed Assets ($)$64,681,630,00013
Non-managed Assets ($)$19,317,291,00031
Memoranda
Gross Fiduciary activities income$214,783,00023
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$115,383,0009
Number of Managed Accounts$27,505,00013
Number of Non-Managed Accounts$87,878,0006
Total fiduciary and related assets$77,824,139,00020
Managed Assets ($)$60,273,904,00013
Non-managed Assets ($)$17,550,235,00034
Memoranda
Gross Fiduciary activities income$157,256,00024
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$83,602,00010
Number of Managed Accounts$26,275,00012
Number of Non-Managed Accounts$57,327,0007
Total fiduciary and related assets$75,042,686,00018
Managed Assets ($)$58,403,229,00012
Non-managed Assets ($)$16,639,457,00032
Memoranda
Gross Fiduciary activities income$102,541,00024
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$74,414,00010
Number of Managed Accounts$24,894,00012
Number of Non-Managed Accounts$49,520,0008
Total fiduciary and related assets$71,775,287,00019
Managed Assets ($)$56,060,006,00012
Non-managed Assets ($)$15,715,281,00034
Memoranda
Gross Fiduciary activities income$50,392,00024
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$24,173,00025
Number of Managed Accounts$23,827,00013
Number of Non-Managed Accounts$346,000118
Total fiduciary and related assets$61,418,534,00022
Managed Assets ($)$50,716,930,00012
Non-managed Assets ($)$10,701,604,00039
Memoranda
Gross Fiduciary activities income$204,893,00024
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$22,907,00026
Number of Managed Accounts$22,564,00014
Number of Non-Managed Accounts$343,000104
Total fiduciary and related assets$66,212,896,00022
Managed Assets ($)$54,398,700,00012
Non-managed Assets ($)$11,814,196,00038
Memoranda
Gross Fiduciary activities income$153,216,00024
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$21,741,00025
Number of Managed Accounts$21,396,00016
Number of Non-Managed Accounts$345,000102
Total fiduciary and related assets$63,293,449,00022
Managed Assets ($)$52,091,861,00012
Non-managed Assets ($)$11,201,588,00039
Memoranda
Gross Fiduciary activities income$100,784,00024
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$20,771,00026
Number of Managed Accounts$20,435,00016
Number of Non-Managed Accounts$336,000106
Total fiduciary and related assets$61,481,463,00022
Managed Assets ($)$50,788,541,00012
Non-managed Assets ($)$10,692,922,00041
Memoranda
Gross Fiduciary activities income$50,189,00024
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$19,723,00030
Number of Managed Accounts$19,385,00015
Number of Non-Managed Accounts$338,000120
Total fiduciary and related assets$61,126,071,00022
Managed Assets ($)$50,358,381,00012
Non-managed Assets ($)$10,767,690,00040
Memoranda
Gross Fiduciary activities income$178,763,00025
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$18,733,00030
Number of Managed Accounts$18,393,00016
Number of Non-Managed Accounts$340,000105
Total fiduciary and related assets$58,024,565,00022
Managed Assets ($)$47,847,674,00012
Non-managed Assets ($)$10,176,891,00041
Memoranda
Gross Fiduciary activities income$130,042,00025
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$17,713,00030
Number of Managed Accounts$17,443,00017
Number of Non-Managed Accounts$270,000120
Total fiduciary and related assets$54,241,848,00022
Managed Assets ($)$44,851,152,00012
Non-managed Assets ($)$9,390,696,00041
Memoranda
Gross Fiduciary activities income$84,412,00026
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$0406
Number of Managed Accounts$0396
Number of Non-Managed Accounts$0388
Total fiduciary and related assets$0406
Managed Assets ($)$0396
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$01,045
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$01,255
Number of Managed Accounts$01,181
Number of Non-Managed Accounts$0999
Total fiduciary and related assets$01,251
Managed Assets ($)$01,181
Non-managed Assets ($)$0989
Memoranda
Gross Fiduciary activities income$01,172
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$0414
Number of Managed Accounts$0402
Number of Non-Managed Accounts$0399
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$01,132
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$0419
Number of Managed Accounts$0406
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0418
Managed Assets ($)$0406
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$01,122
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$0418
Number of Managed Accounts$0406
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0418
Managed Assets ($)$0407
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$01,076
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$01,287
Number of Managed Accounts$01,209
Number of Non-Managed Accounts$01,030
Total fiduciary and related assets$01,283
Managed Assets ($)$01,209
Non-managed Assets ($)$01,021
Memoranda
Gross Fiduciary activities income$01,209
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$0414
Number of Managed Accounts$0401
Number of Non-Managed Accounts$0398
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$01,169
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$0420
Number of Managed Accounts$0405
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0418
Managed Assets ($)$0405
Non-managed Assets ($)$0401
Memoranda
Gross Fiduciary activities income$01,152
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$0418
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0417
Managed Assets ($)$0403
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$01,118
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$01,347
Number of Managed Accounts$01,260
Number of Non-Managed Accounts$01,082
Total fiduciary and related assets$01,343
Managed Assets ($)$01,260
Non-managed Assets ($)$01,074
Memoranda
Gross Fiduciary activities income$01,256
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$0417
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0402
Total fiduciary and related assets$0415
Managed Assets ($)$0402
Non-managed Assets ($)$0400
Memoranda
Gross Fiduciary activities income$01,202
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$0417
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0417
Managed Assets ($)$0404
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$01,182
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$0424
Number of Managed Accounts$0411
Number of Non-Managed Accounts$0408
Total fiduciary and related assets$0423
Managed Assets ($)$0411
Non-managed Assets ($)$0406
Memoranda
Gross Fiduciary activities income$01,141
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$01,388
Number of Managed Accounts$01,300
Number of Non-Managed Accounts$01,110
Total fiduciary and related assets$01,383
Managed Assets ($)$01,299
Non-managed Assets ($)$01,098
Memoranda
Gross Fiduciary activities income$01,299
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$0406
Number of Managed Accounts$0391
Number of Non-Managed Accounts$0390
Total fiduciary and related assets$0405
Managed Assets ($)$0392
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$01,238
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,413
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0410
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0408
Managed Assets ($)$0395
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$01,226
2013-03-31Rank
Fiduciary powers granted$02,028
Fiduciary power exercised$01,507
Fiduciary or related activity$01,423
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0400
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0412
Managed Assets ($)$0399
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$01,171
2012-12-31Rank
Fiduciary powers granted$02,036
Fiduciary power exercised$01,510
Fiduciary or related activity$01,426
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,418
Number of Managed Accounts$01,332
Number of Non-Managed Accounts$01,135
Total fiduciary and related assets$01,414
Managed Assets ($)$01,331
Non-managed Assets ($)$01,126
Memoranda
Gross Fiduciary activities income$01,334
2012-09-30Rank
Fiduciary powers granted$02,064
Fiduciary power exercised$01,540
Fiduciary or related activity$01,460
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0391
Number of Managed Accounts$0377
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0390
Managed Assets ($)$0378
Non-managed Assets ($)$0370
Memoranda
Gross Fiduciary activities income$01,274
2012-06-30Rank
Fiduciary powers granted$02,072
Fiduciary power exercised$01,545
Fiduciary or related activity$01,466
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0393
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0393
Managed Assets ($)$0380
Non-managed Assets ($)$0372
Memoranda
Gross Fiduciary activities income$01,262
2012-03-31Rank
Fiduciary powers granted$02,083
Fiduciary power exercised$01,544
Fiduciary or related activity$01,466
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0395
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0372
Total fiduciary and related assets$0394
Managed Assets ($)$0379
Non-managed Assets ($)$0371
Memoranda
Gross Fiduciary activities income$01,204
2011-12-31Rank
Fiduciary powers granted$02,104
Fiduciary power exercised$01,550
Fiduciary or related activity$01,476
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,466
Number of Managed Accounts$01,373
Number of Non-Managed Accounts$01,166
Total fiduciary and related assets$01,461
Managed Assets ($)$01,372
Non-managed Assets ($)$01,160
Memoranda
Gross Fiduciary activities incomeNANA
2011-09-30Rank
Fiduciary powers granted$02,121
Fiduciary power exercised$01,576
Fiduciary or related activity$01,500
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0395
Total fiduciary and related assets$0415
Managed Assets ($)$0397
Non-managed Assets ($)$0393
Memoranda
Gross Fiduciary activities incomeNANA
2011-06-30Rank
Fiduciary powers granted$02,140
Fiduciary power exercised$01,589
Fiduciary or related activity$01,512
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0423
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0400
Total fiduciary and related assets$0421
Managed Assets ($)$0403
Non-managed Assets ($)$0398
Memoranda
Gross Fiduciary activities incomeNANA
2011-03-31Rank
Fiduciary powers granted$02,157
Fiduciary power exercised$01,606
Fiduciary or related activity$01,531
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0428
Number of Managed Accounts$0410
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0427
Managed Assets ($)$0410
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities incomeNANA
2010-12-31Rank
Fiduciary powers granted$02,183
Fiduciary power exercised$01,631
Fiduciary or related activity$01,555
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,541
Number of Managed Accounts$01,440
Number of Non-Managed Accounts$01,219
Total fiduciary and related assets$01,537
Managed Assets ($)$01,439
Non-managed Assets ($)$01,212
Memoranda
Gross Fiduciary activities incomeNANA
2010-09-30Rank
Fiduciary powers granted$02,195
Fiduciary power exercised$01,644
Fiduciary or related activity$01,565
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0412
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities incomeNANA
2010-06-30Rank
Fiduciary powers granted$02,202
Fiduciary power exercised$01,653
Fiduciary or related activity$01,572
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities incomeNANA
2010-03-31Rank
Fiduciary powers granted$02,230
Fiduciary power exercised$01,664
Fiduciary or related activity$01,585
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0421
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0401
Total fiduciary and related assets$0419
Managed Assets ($)$0397
Non-managed Assets ($)$0399
Memoranda
Gross Fiduciary activities incomeNANA
2009-12-31Rank
Fiduciary powers granted$02,244
Fiduciary power exercised$01,675
Fiduciary or related activity$01,593
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,585
Number of Managed Accounts$01,485
Number of Non-Managed Accounts$01,248
Total fiduciary and related assets$01,581
Managed Assets ($)$01,484
Non-managed Assets ($)$01,242
Memoranda
Gross Fiduciary activities incomeNANA
2009-09-30Rank
Fiduciary powers granted$02,265
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0409
Number of Managed Accounts$0386
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities incomeNANA
2009-06-30Rank
Fiduciary powers granted$02,285
Fiduciary power exercised$01,701
Fiduciary or related activity$01,617
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0415
Number of Managed Accounts$0392
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities incomeNANA
2009-03-31Rank
Fiduciary powers granted$02,301
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities incomeNANA
2008-12-31Rank
Fiduciary powers granted$02,321
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,622
Number of Managed Accounts$01,520
Number of Non-Managed Accounts$01,251
Total fiduciary and related assets$01,618
Managed Assets ($)$01,519
Non-managed Assets ($)$01,241
Memoranda
Gross Fiduciary activities incomeNANA
2008-09-30Rank
Fiduciary powers granted$02,346
Fiduciary power exercised$01,749
Fiduciary or related activity$01,659
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0441
Number of Managed Accounts$0419
Number of Non-Managed Accounts$0421
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Non-managed Assets ($)$0420
Memoranda
Gross Fiduciary activities incomeNANA
2008-06-30Rank
Fiduciary powers granted$02,370
Fiduciary power exercised$01,767
Fiduciary or related activity$01,672
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0425
Number of Non-Managed Accounts$0427
Total fiduciary and related assets$0449
Managed Assets ($)$0425
Non-managed Assets ($)$0426
Memoranda
Gross Fiduciary activities incomeNANA
2008-03-31Rank
Fiduciary powers granted$02,389
Fiduciary power exercised$01,777
Fiduciary or related activity$01,684
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0434
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0459
Managed Assets ($)$0434
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities incomeNANA
2007-12-31Rank
Fiduciary powers granted$02,411
Fiduciary power exercised$01,786
Fiduciary or related activity$01,696
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,688
Number of Managed Accounts$01,582
Number of Non-Managed Accounts$01,300
Total fiduciary and related assets$01,685
Managed Assets ($)$01,581
Non-managed Assets ($)$01,291
Memoranda
Gross Fiduciary activities incomeNANA
2007-09-30Rank
Fiduciary powers granted$02,428
Fiduciary power exercised$01,805
Fiduciary or related activity$01,715
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0421
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$0443
Managed Assets ($)$0421
Non-managed Assets ($)$0416
Memoranda
Gross Fiduciary activities incomeNANA
2007-06-30Rank
Fiduciary powers granted$02,445
Fiduciary power exercised$01,809
Fiduciary or related activity$01,721
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 incomeNANA
2007-03-31Rank
Fiduciary powers granted$02,453
Fiduciary power exercised$01,815
Fiduciary or related activity$01,720
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 incomeNANA
2006-12-31Rank
Fiduciary powers granted$02,464
Fiduciary power exercised$01,827
Fiduciary or related activity$01,740
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,733
Number of Managed Accounts$01,625
Number of Non-Managed Accounts$01,332
Total fiduciary and related assets$01,730
Managed Assets ($)$01,624
Non-managed Assets ($)$01,321
Memoranda
Gross Fiduciary activities incomeNANA
2006-09-30Rank
Fiduciary powers granted$02,478
Fiduciary power exercised$01,839
Fiduciary or related activity$01,758
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 incomeNANA
2006-06-30Rank
Fiduciary powers granted$02,497
Fiduciary power exercised$01,855
Fiduciary or related activity$01,774
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 incomeNANA
2006-03-31Rank
Fiduciary powers granted$02,505
Fiduciary power exercised$01,863
Fiduciary or related activity$01,786
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 incomeNANA
2005-12-31Rank
Fiduciary powers granted$02,516
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,788
Number of Managed Accounts$01,678
Number of Non-Managed Accounts$01,373
Total fiduciary and related assets$01,786
Managed Assets ($)$01,677
Non-managed Assets ($)$01,365
Memoranda
Gross Fiduciary activities incomeNANA
2005-09-30Rank
Fiduciary powers granted$02,529
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 incomeNANA
2005-06-30Rank
Fiduciary powers granted$02,548
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 incomeNANA
2005-03-31Rank
Fiduciary powers granted$02,569
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0465
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities incomeNANA
2004-12-31Rank
Fiduciary powers granted$02,574
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,812
Number of Managed Accounts$01,698
Number of Non-Managed Accounts$01,368
Total fiduciary and related assets$01,810
Managed Assets ($)$01,698
Non-managed Assets ($)$01,358
Memoranda
Gross Fiduciary activities incomeNANA
2004-09-30Rank
Fiduciary powers granted$02,582
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities incomeNANA
2004-06-30Rank
Fiduciary powers granted$02,602
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities incomeNANA
2004-03-31Rank
Fiduciary powers granted$02,610
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities incomeNANA
2003-12-31Rank
Fiduciary powers granted$02,631
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,865
Number of Managed Accounts$01,742
Number of Non-Managed Accounts$01,417
Total fiduciary and related assets$01,862
Managed Assets ($)$01,742
Non-managed Assets ($)$01,404
Memoranda
Gross Fiduciary activities incomeNANA
2003-09-30Rank
Fiduciary powers granted$02,649
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities incomeNANA
2003-06-30Rank
Fiduciary powers granted$02,665
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities incomeNANA
2003-03-31Rank
Fiduciary powers granted$02,686
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities incomeNANA
2002-12-31Rank
Fiduciary powers granted$02,699
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,919
Number of Managed Accounts$01,796
Number of Non-Managed Accounts$01,465
Total fiduciary and related assets$01,916
Managed Assets ($)$01,796
Non-managed Assets ($)$01,452
Memoranda
Gross Fiduciary activities incomeNANA
2001-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01,865
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA