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Fifth Third Bank, Fiduciary and Related Services

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$24,068,00026
Number of Managed Accounts$22,958,00014
Number of Non-Managed Accounts$1,110,00059
Total fiduciary and related assets$47,785,256,00025
Managed Assets ($)$34,039,498,00016
Non-managed Assets ($)$13,745,758,00038
Memoranda
Gross Fiduciary activities income$71,938,00014
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$23,911,00026
Number of Managed Accounts$22,790,00015
Number of Non-Managed Accounts$1,121,00060
Total fiduciary and related assets$43,876,379,00025
Managed Assets ($)$31,433,822,00016
Non-managed Assets ($)$12,442,557,00037
Memoranda
Gross Fiduciary activities income$269,370,00017
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$23,058,00025
Number of Managed Accounts$21,934,00016
Number of Non-Managed Accounts$1,124,00060
Total fiduciary and related assets$46,232,984,00027
Managed Assets ($)$32,692,272,00017
Non-managed Assets ($)$13,540,712,00037
Memoranda
Gross Fiduciary activities income$202,886,00017
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$22,743,00024
Number of Managed Accounts$21,616,00015
Number of Non-Managed Accounts$1,127,00060
Total fiduciary and related assets$44,472,490,00028
Managed Assets ($)$31,605,887,00017
Non-managed Assets ($)$12,866,603,00037
Memoranda
Gross Fiduciary activities income$131,749,00017
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$22,596,00025
Number of Managed Accounts$21,439,00015
Number of Non-Managed Accounts$1,157,00060
Total fiduciary and related assets$44,430,658,00028
Managed Assets ($)$31,309,754,00017
Non-managed Assets ($)$13,120,904,00038
Memoranda
Gross Fiduciary activities income$68,166,00017
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$27,385,00024
Number of Managed Accounts$25,947,00013
Number of Non-Managed Accounts$1,438,00055
Total fiduciary and related assets$44,867,919,00028
Managed Assets ($)$30,157,127,00019
Non-managed Assets ($)$14,710,792,00035
Memoranda
Gross Fiduciary activities income$247,010,00018
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$27,353,00024
Number of Managed Accounts$25,775,00013
Number of Non-Managed Accounts$1,578,00051
Total fiduciary and related assets$42,981,982,00028
Managed Assets ($)$29,223,006,00019
Non-managed Assets ($)$13,758,976,00037
Memoranda
Gross Fiduciary activities income$184,593,00018
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$27,445,00024
Number of Managed Accounts$25,283,00013
Number of Non-Managed Accounts$2,162,00042
Total fiduciary and related assets$41,337,462,00027
Managed Assets ($)$28,185,304,00019
Non-managed Assets ($)$13,152,158,00036
Memoranda
Gross Fiduciary activities income$124,533,00018
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$27,767,00023
Number of Managed Accounts$25,416,00013
Number of Non-Managed Accounts$2,351,00039
Total fiduciary and related assets$40,889,239,00028
Managed Assets ($)$27,860,881,00019
Non-managed Assets ($)$13,028,358,00036
Memoranda
Gross Fiduciary activities income$64,271,00016
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$27,808,00023
Number of Managed Accounts$25,075,00013
Number of Non-Managed Accounts$2,733,00038
Total fiduciary and related assets$39,540,051,00027
Managed Assets ($)$26,822,551,00019
Non-managed Assets ($)$12,717,500,00035
Memoranda
Gross Fiduciary activities income$231,975,00019
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$27,760,00023
Number of Managed Accounts$24,951,00013
Number of Non-Managed Accounts$2,809,00036
Total fiduciary and related assets$39,010,103,00028
Managed Assets ($)$26,660,047,00020
Non-managed Assets ($)$12,350,056,00036
Memoranda
Gross Fiduciary activities income$175,012,00019
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$27,807,00024
Number of Managed Accounts$24,817,00013
Number of Non-Managed Accounts$2,990,00033
Total fiduciary and related assets$38,158,987,00026
Managed Assets ($)$26,116,700,00020
Non-managed Assets ($)$12,042,287,00033
Memoranda
Gross Fiduciary activities income$117,087,00019
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$27,929,00024
Number of Managed Accounts$24,923,00012
Number of Non-Managed Accounts$3,006,00034
Total fiduciary and related assets$37,723,845,00026
Managed Assets ($)$25,939,150,00020
Non-managed Assets ($)$11,784,695,00034
Memoranda
Gross Fiduciary activities income$59,135,00019
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$27,837,00022
Number of Managed Accounts$24,843,00012
Number of Non-Managed Accounts$2,994,00035
Total fiduciary and related assets$37,582,764,00024
Managed Assets ($)$25,861,991,00020
Non-managed Assets ($)$11,720,773,00035
Memoranda
Gross Fiduciary activities income$230,332,00019
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$27,592,00022
Number of Managed Accounts$24,597,00013
Number of Non-Managed Accounts$2,995,00033
Total fiduciary and related assets$36,728,636,00025
Managed Assets ($)$25,146,862,00020
Non-managed Assets ($)$11,581,774,00034
Memoranda
Gross Fiduciary activities income$173,617,00019
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$26,821,00023
Number of Managed Accounts$23,821,00014
Number of Non-Managed Accounts$3,000,00032
Total fiduciary and related assets$38,417,163,00023
Managed Assets ($)$26,755,323,00019
Non-managed Assets ($)$11,661,840,00032
Memoranda
Gross Fiduciary activities income$117,790,00019
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$26,816,00023
Number of Managed Accounts$23,836,00013
Number of Non-Managed Accounts$2,980,00035
Total fiduciary and related assets$38,357,171,00024
Managed Assets ($)$27,123,797,00018
Non-managed Assets ($)$11,233,374,00035
Memoranda
Gross Fiduciary activities income$60,961,00018
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$26,447,00024
Number of Managed Accounts$23,497,00013
Number of Non-Managed Accounts$2,950,00039
Total fiduciary and related assets$38,092,204,00024
Managed Assets ($)$26,871,075,00018
Non-managed Assets ($)$11,221,129,00035
Memoranda
Gross Fiduciary activities income$223,336,00019
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$29,724,00022
Number of Managed Accounts$23,403,00013
Number of Non-Managed Accounts$6,321,00023
Total fiduciary and related assets$40,987,030,00023
Managed Assets ($)$26,455,282,00017
Non-managed Assets ($)$14,531,748,00031
Memoranda
Gross Fiduciary activities income$167,750,00019
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$29,492,00023
Number of Managed Accounts$23,088,00013
Number of Non-Managed Accounts$6,404,00023
Total fiduciary and related assets$41,469,694,00023
Managed Assets ($)$26,522,415,00017
Non-managed Assets ($)$14,947,279,00029
Memoranda
Gross Fiduciary activities income$112,223,00018
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$29,496,00023
Number of Managed Accounts$23,017,00013
Number of Non-Managed Accounts$6,479,00024
Total fiduciary and related assets$40,151,045,00024
Managed Assets ($)$25,714,536,00020
Non-managed Assets ($)$14,436,509,00030
Memoranda
Gross Fiduciary activities income$57,141,00018
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$29,414,00021
Number of Managed Accounts$22,880,00012
Number of Non-Managed Accounts$6,534,00024
Total fiduciary and related assets$39,372,529,00024
Managed Assets ($)$25,247,175,00020
Non-managed Assets ($)$14,125,354,00029
Memoranda
Gross Fiduciary activities income$207,587,00019
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$29,397,00022
Number of Managed Accounts$22,806,00013
Number of Non-Managed Accounts$6,591,00024
Total fiduciary and related assets$37,899,687,00025
Managed Assets ($)$24,613,923,00021
Non-managed Assets ($)$13,285,764,00029
Memoranda
Gross Fiduciary activities income$154,525,00019
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$29,122,00022
Number of Managed Accounts$22,409,00014
Number of Non-Managed Accounts$6,713,00025
Total fiduciary and related assets$37,445,264,00024
Managed Assets ($)$23,739,592,00021
Non-managed Assets ($)$13,705,672,00029
Memoranda
Gross Fiduciary activities income$103,733,00019
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$28,705,00022
Number of Managed Accounts$21,891,00014
Number of Non-Managed Accounts$6,814,00024
Total fiduciary and related assets$38,762,428,00023
Managed Assets ($)$23,954,010,00021
Non-managed Assets ($)$14,808,418,00029
Memoranda
Gross Fiduciary activities income$52,476,00018
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$28,465,00023
Number of Managed Accounts$21,539,00013
Number of Non-Managed Accounts$6,926,00025
Total fiduciary and related assets$36,595,590,00023
Managed Assets ($)$22,223,349,00021
Non-managed Assets ($)$14,372,241,00028
Memoranda
Gross Fiduciary activities income$188,943,00020
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$28,165,00023
Number of Managed Accounts$21,267,00013
Number of Non-Managed Accounts$6,898,00025
Total fiduciary and related assets$36,310,044,00022
Managed Assets ($)$21,870,602,00021
Non-managed Assets ($)$14,439,442,00026
Memoranda
Gross Fiduciary activities income$141,239,00020
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$28,083,00023
Number of Managed Accounts$21,144,00012
Number of Non-Managed Accounts$6,939,00026
Total fiduciary and related assets$35,219,104,00022
Managed Assets ($)$21,207,297,00020
Non-managed Assets ($)$14,011,807,00027
Memoranda
Gross Fiduciary activities income$95,043,00018
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$27,740,00023
Number of Managed Accounts$20,779,00013
Number of Non-Managed Accounts$6,961,00026
Total fiduciary and related assets$35,508,723,00021
Managed Assets ($)$21,098,539,00020
Non-managed Assets ($)$14,410,184,00027
Memoranda
Gross Fiduciary activities income$49,471,00017
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$27,626,00022
Number of Managed Accounts$20,609,00012
Number of Non-Managed Accounts$7,017,00025
Total fiduciary and related assets$33,284,405,00024
Managed Assets ($)$20,013,437,00019
Non-managed Assets ($)$13,270,968,00027
Memoranda
Gross Fiduciary activities income$183,248,00018
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$27,687,00023
Number of Managed Accounts$20,581,00014
Number of Non-Managed Accounts$7,106,00024
Total fiduciary and related assets$31,977,560,00027
Managed Assets ($)$19,262,894,00020
Non-managed Assets ($)$12,714,666,00028
Memoranda
Gross Fiduciary activities income$138,656,00019
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$27,758,00023
Number of Managed Accounts$20,563,00013
Number of Non-Managed Accounts$7,195,00024
Total fiduciary and related assets$34,383,694,00026
Managed Assets ($)$21,035,313,00019
Non-managed Assets ($)$13,348,381,00028
Memoranda
Gross Fiduciary activities income$94,381,00018
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$27,757,00022
Number of Managed Accounts$20,473,00012
Number of Non-Managed Accounts$7,284,00023
Total fiduciary and related assets$34,099,683,00026
Managed Assets ($)$21,310,674,00020
Non-managed Assets ($)$12,789,009,00029
Memoranda
Gross Fiduciary activities income$48,681,00017
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$27,683,00022
Number of Managed Accounts$20,355,00013
Number of Non-Managed Accounts$7,328,00024
Total fiduciary and related assets$33,457,736,00027
Managed Assets ($)$20,904,808,00021
Non-managed Assets ($)$12,552,928,00029
Memoranda
Gross Fiduciary activities income$166,775,00021
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$27,666,00021
Number of Managed Accounts$20,403,00012
Number of Non-Managed Accounts$7,263,00024
Total fiduciary and related assets$31,818,447,00027
Managed Assets ($)$20,096,804,00021
Non-managed Assets ($)$11,721,643,00030
Memoranda
Gross Fiduciary activities income$124,194,00021
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$28,084,00020
Number of Managed Accounts$20,580,00012
Number of Non-Managed Accounts$7,504,00024
Total fiduciary and related assets$30,631,429,00028
Managed Assets ($)$18,874,700,00021
Non-managed Assets ($)$11,756,729,00029
Memoranda
Gross Fiduciary activities income$84,638,00021
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$28,288,00021
Number of Managed Accounts$20,636,00012
Number of Non-Managed Accounts$7,652,00025
Total fiduciary and related assets$32,124,622,00028
Managed Assets ($)$19,744,934,00021
Non-managed Assets ($)$12,379,688,00030
Memoranda
Gross Fiduciary activities income$43,465,00020
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$28,262,00022
Number of Managed Accounts$20,574,00013
Number of Non-Managed Accounts$7,688,00027
Total fiduciary and related assets$31,395,514,00029
Managed Assets ($)$19,577,640,00022
Non-managed Assets ($)$11,817,874,00030
Memoranda
Gross Fiduciary activities income$156,882,00022
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$28,261,00025
Number of Managed Accounts$20,798,00017
Number of Non-Managed Accounts$7,463,00029
Total fiduciary and related assets$32,840,725,00030
Managed Assets ($)$20,071,493,00022
Non-managed Assets ($)$12,769,232,00032
Memoranda
Gross Fiduciary activities income$116,108,00023
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$15,131,00033
Number of Managed Accounts$9,126,00025
Number of Non-Managed Accounts$6,005,00032
Total fiduciary and related assets$17,299,361,00037
Managed Assets ($)$9,879,367,00032
Non-managed Assets ($)$7,419,994,00039
Memoranda
Gross Fiduciary activities income$40,469,00027
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$15,243,00032
Number of Managed Accounts$9,192,00024
Number of Non-Managed Accounts$6,051,00031
Total fiduciary and related assets$16,076,594,00039
Managed Assets ($)$9,206,703,00034
Non-managed Assets ($)$6,869,891,00039
Memoranda
Gross Fiduciary activities income$20,856,00027
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$15,522,00033
Number of Managed Accounts$9,415,00025
Number of Non-Managed Accounts$6,107,00030
Total fiduciary and related assets$17,437,997,00039
Managed Assets ($)$10,021,610,00033
Non-managed Assets ($)$7,416,387,00039
Memoranda
Gross Fiduciary activities income$88,909,00032
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$15,695,00032
Number of Managed Accounts$9,578,00024
Number of Non-Managed Accounts$6,117,00028
Total fiduciary and related assets$20,905,712,00037
Managed Assets ($)$12,595,770,00028
Non-managed Assets ($)$8,309,942,00039
Memoranda
Gross Fiduciary activities income$69,422,00035
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$15,756,00033
Number of Managed Accounts$9,581,00025
Number of Non-Managed Accounts$6,175,00029
Total fiduciary and related assets$21,740,902,00040
Managed Assets ($)$12,945,564,00032
Non-managed Assets ($)$8,795,338,00042
Memoranda
Gross Fiduciary activities income$47,605,00037
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$15,633,00033
Number of Managed Accounts$9,378,00025
Number of Non-Managed Accounts$6,255,00028
Total fiduciary and related assets$22,339,043,00037
Managed Assets ($)$13,182,744,00030
Non-managed Assets ($)$9,156,299,00040
Memoranda
Gross Fiduciary activities income$24,314,00033
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$15,603,00034
Number of Managed Accounts$9,266,00027
Number of Non-Managed Accounts$6,337,00028
Total fiduciary and related assets$23,502,372,00038
Managed Assets ($)$13,855,307,00031
Non-managed Assets ($)$9,647,065,00039
Memoranda
Gross Fiduciary activities income$97,726,00031
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$15,764,00035
Number of Managed Accounts$9,640,00026
Number of Non-Managed Accounts$6,124,00028
Total fiduciary and related assets$23,915,186,00038
Managed Assets ($)$14,225,559,00032
Non-managed Assets ($)$9,689,627,00039
Memoranda
Gross Fiduciary activities income$73,638,00031
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$15,900,00033
Number of Managed Accounts$9,723,00025
Number of Non-Managed Accounts$6,177,00028
Total fiduciary and related assets$23,487,738,00039
Managed Assets ($)$13,911,301,00032
Non-managed Assets ($)$9,576,437,00044
Memoranda
Gross Fiduciary activities income$49,122,00032
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$16,138,00032
Number of Managed Accounts$9,746,00024
Number of Non-Managed Accounts$6,392,00028
Total fiduciary and related assets$23,406,925,00038
Managed Assets ($)$14,310,720,00032
Non-managed Assets ($)$9,096,205,00043
Memoranda
Gross Fiduciary activities income$24,999,00032
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$16,261,00033
Number of Managed Accounts$9,731,00025
Number of Non-Managed Accounts$6,530,00029
Total fiduciary and related assets$23,279,876,00037
Managed Assets ($)$14,278,793,00032
Non-managed Assets ($)$9,001,083,00044
Memoranda
Gross Fiduciary activities income$93,947,00032
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$16,197,00034
Number of Managed Accounts$9,644,00025
Number of Non-Managed Accounts$6,553,00030
Total fiduciary and related assets$22,792,060,00039
Managed Assets ($)$13,719,643,00033
Non-managed Assets ($)$9,072,417,00045
Memoranda
Gross Fiduciary activities income$70,814,00033
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$16,375,00032
Number of Managed Accounts$9,781,00024
Number of Non-Managed Accounts$6,594,00029
Total fiduciary and related assets$22,172,724,00039
Managed Assets ($)$13,442,070,00032
Non-managed Assets ($)$8,730,654,00047
Memoranda
Gross Fiduciary activities income$47,873,00034
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$16,523,00032
Number of Managed Accounts$9,908,00024
Number of Non-Managed Accounts$6,615,00029
Total fiduciary and related assets$23,078,624,00036
Managed Assets ($)$13,916,835,00031
Non-managed Assets ($)$9,161,789,00046
Memoranda
Gross Fiduciary activities income$23,441,00034
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$23,028,00027
Number of Managed Accounts$13,205,00023
Number of Non-Managed Accounts$9,823,00027
Total fiduciary and related assets$22,914,512,00037
Managed Assets ($)$14,244,944,00031
Non-managed Assets ($)$8,669,568,00047
Memoranda
Gross Fiduciary activities income$92,519,00035
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$22,644,00025
Number of Managed Accounts$12,848,00020
Number of Non-Managed Accounts$9,796,00027
Total fiduciary and related assets$22,965,920,00037
Managed Assets ($)$14,953,764,00031
Non-managed Assets ($)$8,012,156,00048
Memoranda
Gross Fiduciary activities income$70,362,00035
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$22,693,00023
Number of Managed Accounts$12,839,00019
Number of Non-Managed Accounts$9,854,00029
Total fiduciary and related assets$22,554,520,00037
Managed Assets ($)$14,942,560,00030
Non-managed Assets ($)$7,611,960,00045
Memoranda
Gross Fiduciary activities income$47,822,00034
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$24,528,00024
Number of Managed Accounts$13,921,00021
Number of Non-Managed Accounts$10,607,00024
Total fiduciary and related assets$22,852,476,00040
Managed Assets ($)$16,203,250,00030
Non-managed Assets ($)$6,649,226,00050
Memoranda
Gross Fiduciary activities income$23,601,00035
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$25,166,00026
Number of Managed Accounts$13,666,00021
Number of Non-Managed Accounts$11,500,00025
Total fiduciary and related assets$24,745,081,00041
Managed Assets ($)$18,090,361,00028
Non-managed Assets ($)$6,654,720,00050
Memoranda
Gross Fiduciary activities income$110,365,00034
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$28,046,00023
Number of Managed Accounts$14,037,00020
Number of Non-Managed Accounts$14,009,00019
Total fiduciary and related assets$24,127,034,00039
Managed Assets ($)$18,146,080,00027
Non-managed Assets ($)$5,980,954,00050
Memoranda
Gross Fiduciary activities income$86,966,00034
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$28,625,00022
Number of Managed Accounts$14,173,00020
Number of Non-Managed Accounts$14,452,00019
Total fiduciary and related assets$25,075,246,00039
Managed Assets ($)$18,974,212,00027
Non-managed Assets ($)$6,101,034,00052
Memoranda
Gross Fiduciary activities income$61,843,00031
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$34,230,00021
Number of Managed Accounts$14,622,00019
Number of Non-Managed Accounts$19,608,00018
Total fiduciary and related assets$24,555,964,00039
Managed Assets ($)$18,586,787,00027
Non-managed Assets ($)$5,969,177,00053
Memoranda
Gross Fiduciary activities income$30,506,00031
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$35,700,00020
Number of Managed Accounts$15,253,00019
Number of Non-Managed Accounts$20,447,00017
Total fiduciary and related assets$35,346,697,00035
Managed Assets ($)$18,206,821,00027
Non-managed Assets ($)$17,139,876,00033
Memoranda
Gross Fiduciary activities income$106,693,00033
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$34,906,00020
Number of Managed Accounts$15,319,00017
Number of Non-Managed Accounts$19,587,00017
Total fiduciary and related assets$34,084,593,00035
Managed Assets ($)$17,460,408,00027
Non-managed Assets ($)$16,624,185,00033
Memoranda
Gross Fiduciary activities income$83,998,00033
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$35,705,00021
Number of Managed Accounts$15,600,00017
Number of Non-Managed Accounts$20,105,00018
Total fiduciary and related assets$33,313,357,00034
Managed Assets ($)$17,266,987,00027
Non-managed Assets ($)$16,046,370,00034
Memoranda
Gross Fiduciary activities income$54,114,00033
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$35,583,00021
Number of Managed Accounts$15,692,00017
Number of Non-Managed Accounts$19,891,00017
Total fiduciary and related assets$31,262,839,00032
Managed Assets ($)$15,666,389,00027
Non-managed Assets ($)$15,596,450,00034
Memoranda
Gross Fiduciary activities income$26,773,00032
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$35,163,00021
Number of Managed Accounts$15,275,00017
Number of Non-Managed Accounts$19,888,00016
Total fiduciary and related assets$29,692,401,00033
Managed Assets ($)$14,536,830,00028
Non-managed Assets ($)$15,155,571,00034
Memoranda
Gross Fiduciary activities income$111,348,00032
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$32,622,00018
Number of Managed Accounts$14,642,00019
Number of Non-Managed Accounts$17,980,00015
Total fiduciary and related assets$26,970,269,00038
Managed Assets ($)$14,507,011,00031
Non-managed Assets ($)$12,463,258,00037
Memoranda
Gross Fiduciary activities income$125,472,00028
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$116,128,00033
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$5,835,000180
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$6,126,000174
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,949,000268
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,327,000333
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,041,000370
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$1,964,000372
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$2,069,000371
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,804,000408