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First American Trust, FSB, 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$1,787,000146
Number of Managed Accounts$1,416,000140
Number of Non-Managed Accounts$371,000100
Total fiduciary and related assets$4,475,184,000100
Managed Assets ($)$2,316,260,000107
Non-managed Assets ($)$2,158,924,00078
Memoranda
Gross Fiduciary activities income$19,382,000105
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$1,702,000147
Number of Managed Accounts$1,367,000140
Number of Non-Managed Accounts$335,000100
Total fiduciary and related assets$4,499,670,00097
Managed Assets ($)$2,307,324,000109
Non-managed Assets ($)$2,192,346,00076
Memoranda
Gross Fiduciary activities income$14,188,000105
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,651,000153
Number of Managed Accounts$1,331,000147
Number of Non-Managed Accounts$320,000103
Total fiduciary and related assets$4,443,227,00098
Managed Assets ($)$2,278,920,000110
Non-managed Assets ($)$2,164,307,00076
Memoranda
Gross Fiduciary activities income$9,365,000105
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,715,000147
Number of Managed Accounts$1,411,000139
Number of Non-Managed Accounts$304,000106
Total fiduciary and related assets$4,227,804,00098
Managed Assets ($)$2,168,357,000110
Non-managed Assets ($)$2,059,447,00075
Memoranda
Gross Fiduciary activities income$4,744,000106
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,693,000152
Number of Managed Accounts$1,395,000142
Number of Non-Managed Accounts$298,000123
Total fiduciary and related assets$4,182,739,000100
Managed Assets ($)$2,148,624,000109
Non-managed Assets ($)$2,034,115,00077
Memoranda
Gross Fiduciary activities income$17,822,000101
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,654,000151
Number of Managed Accounts$1,374,000141
Number of Non-Managed Accounts$280,000110
Total fiduciary and related assets$4,101,027,00098
Managed Assets ($)$1,996,028,000110
Non-managed Assets ($)$2,104,999,00070
Memoranda
Gross Fiduciary activities income$13,282,000101
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,590,000157
Number of Managed Accounts$1,336,000148
Number of Non-Managed Accounts$254,000124
Total fiduciary and related assets$3,975,622,00098
Managed Assets ($)$1,932,531,000111
Non-managed Assets ($)$2,043,091,00070
Memoranda
Gross Fiduciary activities income$8,951,000100
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,536,000159
Number of Managed Accounts$1,290,000148
Number of Non-Managed Accounts$246,000122
Total fiduciary and related assets$3,837,245,00093
Managed Assets ($)$1,800,661,000110
Non-managed Assets ($)$2,036,584,00067
Memoranda
Gross Fiduciary activities income$4,614,000102
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$1,517,000166
Number of Managed Accounts$1,275,000155
Number of Non-Managed Accounts$242,000149
Total fiduciary and related assets$4,090,413,00099
Managed Assets ($)$1,979,979,000113
Non-managed Assets ($)$2,110,434,00069
Memoranda
Gross Fiduciary activities income$16,882,000105
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$1,562,000157
Number of Managed Accounts$1,280,000148
Number of Non-Managed Accounts$282,000113
Total fiduciary and related assets$3,919,985,00099
Managed Assets ($)$1,933,375,000112
Non-managed Assets ($)$1,986,610,00073
Memoranda
Gross Fiduciary activities income$12,564,000106
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$1,479,000163
Number of Managed Accounts$1,256,000152
Number of Non-Managed Accounts$223,000133
Total fiduciary and related assets$3,837,870,00099
Managed Assets ($)$1,899,317,000111
Non-managed Assets ($)$1,938,553,00075
Memoranda
Gross Fiduciary activities income$8,318,000107
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$1,471,000162
Number of Managed Accounts$1,246,000153
Number of Non-Managed Accounts$225,000134
Total fiduciary and related assets$3,771,146,00098
Managed Assets ($)$1,838,118,000117
Non-managed Assets ($)$1,933,028,00073
Memoranda
Gross Fiduciary activities income$4,095,000107
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,449,000167
Number of Managed Accounts$1,227,000155
Number of Non-Managed Accounts$222,000163
Total fiduciary and related assets$3,415,491,000100
Managed Assets ($)$1,527,358,000120
Non-managed Assets ($)$1,888,133,00072
Memoranda
Gross Fiduciary activities income$17,121,000101
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,430,000164
Number of Managed Accounts$1,216,000153
Number of Non-Managed Accounts$214,000140
Total fiduciary and related assets$3,622,993,00098
Managed Assets ($)$1,636,602,000120
Non-managed Assets ($)$1,986,391,00070
Memoranda
Gross Fiduciary activities income$12,890,00098
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$1,391,000169
Number of Managed Accounts$1,182,000160
Number of Non-Managed Accounts$209,000141
Total fiduciary and related assets$3,492,224,00099
Managed Assets ($)$1,609,067,000119
Non-managed Assets ($)$1,883,157,00072
Memoranda
Gross Fiduciary activities income$8,681,00099
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$1,363,000172
Number of Managed Accounts$1,149,000161
Number of Non-Managed Accounts$214,000142
Total fiduciary and related assets$3,554,990,000100
Managed Assets ($)$1,547,601,000123
Non-managed Assets ($)$2,007,389,00068
Memoranda
Gross Fiduciary activities income$4,264,000101
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$1,350,000178
Number of Managed Accounts$1,131,000163
Number of Non-Managed Accounts$219,000166
Total fiduciary and related assets$3,475,392,000101
Managed Assets ($)$1,529,609,000124
Non-managed Assets ($)$1,945,783,00070
Memoranda
Gross Fiduciary activities income$15,118,000105
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$1,336,000176
Number of Managed Accounts$1,127,000161
Number of Non-Managed Accounts$209,000138
Total fiduciary and related assets$3,336,755,000102
Managed Assets ($)$1,468,828,000124
Non-managed Assets ($)$1,867,927,00070
Memoranda
Gross Fiduciary activities income$11,355,000104
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$1,318,000175
Number of Managed Accounts$1,115,000158
Number of Non-Managed Accounts$203,000142
Total fiduciary and related assets$3,224,414,000102
Managed Assets ($)$1,421,587,000120
Non-managed Assets ($)$1,802,827,00070
Memoranda
Gross Fiduciary activities income$7,648,000102
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,297,000176
Number of Managed Accounts$1,104,000158
Number of Non-Managed Accounts$193,000145
Total fiduciary and related assets$3,113,068,000102
Managed Assets ($)$1,378,567,000118
Non-managed Assets ($)$1,734,501,00073
Memoranda
Gross Fiduciary activities income$3,897,000102
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,285,000178
Number of Managed Accounts$1,099,000158
Number of Non-Managed Accounts$186,000189
Total fiduciary and related assets$3,015,078,000101
Managed Assets ($)$1,391,003,000116
Non-managed Assets ($)$1,624,075,00077
Memoranda
Gross Fiduciary activities income$14,613,000103
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,246,000177
Number of Managed Accounts$1,064,000163
Number of Non-Managed Accounts$182,000154
Total fiduciary and related assets$3,010,163,000101
Managed Assets ($)$1,402,922,000118
Non-managed Assets ($)$1,607,241,00077
Memoranda
Gross Fiduciary activities income$11,127,000100
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,233,000179
Number of Managed Accounts$1,059,000164
Number of Non-Managed Accounts$174,000160
Total fiduciary and related assets$2,930,984,000102
Managed Assets ($)$1,369,891,000119
Non-managed Assets ($)$1,561,093,00079
Memoranda
Gross Fiduciary activities income$7,430,000101
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,228,000178
Number of Managed Accounts$1,062,000161
Number of Non-Managed Accounts$166,000164
Total fiduciary and related assets$2,786,462,000105
Managed Assets ($)$1,331,712,000121
Non-managed Assets ($)$1,454,750,00080
Memoranda
Gross Fiduciary activities income$3,610,000103
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$1,226,000184
Number of Managed Accounts$1,040,000163
Number of Non-Managed Accounts$186,000199
Total fiduciary and related assets$2,845,765,000103
Managed Assets ($)$1,227,387,000122
Non-managed Assets ($)$1,618,378,00072
Memoranda
Gross Fiduciary activities income$14,181,000104
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$1,227,000179
Number of Managed Accounts$1,037,000158
Number of Non-Managed Accounts$190,000154
Total fiduciary and related assets$2,781,818,000106
Managed Assets ($)$1,200,370,000122
Non-managed Assets ($)$1,581,448,00076
Memoranda
Gross Fiduciary activities income$10,854,000102
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$1,249,000180
Number of Managed Accounts$1,062,000160
Number of Non-Managed Accounts$187,000152
Total fiduciary and related assets$2,879,563,000104
Managed Assets ($)$1,218,681,000125
Non-managed Assets ($)$1,660,882,00077
Memoranda
Gross Fiduciary activities income$7,426,000103
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$1,258,000178
Number of Managed Accounts$1,093,000156
Number of Non-Managed Accounts$165,000166
Total fiduciary and related assets$2,879,416,000104
Managed Assets ($)$1,233,995,000122
Non-managed Assets ($)$1,645,421,00079
Memoranda
Gross Fiduciary activities income$3,766,000101
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$1,300,000177
Number of Managed Accounts$1,143,000152
Number of Non-Managed Accounts$157,000228
Total fiduciary and related assets$2,841,868,000102
Managed Assets ($)$1,243,376,000121
Non-managed Assets ($)$1,598,492,00079
Memoranda
Gross Fiduciary activities income$14,489,00099
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$1,307,000171
Number of Managed Accounts$1,173,000150
Number of Non-Managed Accounts$134,000176
Total fiduciary and related assets$2,862,758,000100
Managed Assets ($)$1,298,339,000118
Non-managed Assets ($)$1,564,419,00078
Memoranda
Gross Fiduciary activities income$11,192,00096
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$1,323,000171
Number of Managed Accounts$1,192,000144
Number of Non-Managed Accounts$131,000175
Total fiduciary and related assets$2,881,705,00098
Managed Assets ($)$1,357,661,000114
Non-managed Assets ($)$1,524,044,00079
Memoranda
Gross Fiduciary activities income$7,891,00092
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$1,367,000168
Number of Managed Accounts$1,237,000141
Number of Non-Managed Accounts$130,000180
Total fiduciary and related assets$2,872,111,00098
Managed Assets ($)$1,346,760,000113
Non-managed Assets ($)$1,525,351,00079
Memoranda
Gross Fiduciary activities income$3,808,00094
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$1,385,000168
Number of Managed Accounts$1,256,000137
Number of Non-Managed Accounts$129,000259
Total fiduciary and related assets$2,888,680,00096
Managed Assets ($)$1,410,264,000110
Non-managed Assets ($)$1,478,416,00079
Memoranda
Gross Fiduciary activities income$14,209,00096
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$1,379,000160
Number of Managed Accounts$1,254,000133
Number of Non-Managed Accounts$125,000190
Total fiduciary and related assets$2,804,633,00096
Managed Assets ($)$1,390,599,000106
Non-managed Assets ($)$1,414,034,00080
Memoranda
Gross Fiduciary activities income$10,491,00097
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$1,389,000157
Number of Managed Accounts$1,262,000126
Number of Non-Managed Accounts$127,000193
Total fiduciary and related assets$2,801,168,00097
Managed Assets ($)$1,340,891,000107
Non-managed Assets ($)$1,460,277,00079
Memoranda
Gross Fiduciary activities income$7,130,00094
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$1,394,000159
Number of Managed Accounts$1,265,000122
Number of Non-Managed Accounts$129,000191
Total fiduciary and related assets$2,747,876,00098
Managed Assets ($)$1,338,918,000108
Non-managed Assets ($)$1,408,958,00080
Memoranda
Gross Fiduciary activities income$3,495,00095
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$1,389,000164
Number of Managed Accounts$1,262,000127
Number of Non-Managed Accounts$127,000277
Total fiduciary and related assets$2,662,923,00095
Managed Assets ($)$1,314,166,000107
Non-managed Assets ($)$1,348,757,00081
Memoranda
Gross Fiduciary activities income$14,916,00083
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$1,376,000156
Number of Managed Accounts$1,245,000127
Number of Non-Managed Accounts$131,000180
Total fiduciary and related assets$2,963,661,00085
Managed Assets ($)$1,597,693,00095
Non-managed Assets ($)$1,365,968,00080
Memoranda
Gross Fiduciary activities income$11,426,00083
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$1,384,000151
Number of Managed Accounts$1,256,000123
Number of Non-Managed Accounts$128,000187
Total fiduciary and related assets$2,858,083,00085
Managed Assets ($)$1,573,363,00092
Non-managed Assets ($)$1,284,720,00081
Memoranda
Gross Fiduciary activities income$7,429,00083
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$1,439,000148
Number of Managed Accounts$1,302,000121
Number of Non-Managed Accounts$137,000181
Total fiduciary and related assets$2,897,054,00086
Managed Assets ($)$1,583,732,00093
Non-managed Assets ($)$1,313,322,00081
Memoranda
Gross Fiduciary activities income$3,469,00089
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$1,446,000151
Number of Managed Accounts$1,305,000121
Number of Non-Managed Accounts$141,000256
Total fiduciary and related assets$2,721,711,00087
Managed Assets ($)$1,494,628,00093
Non-managed Assets ($)$1,227,083,00079
Memoranda
Gross Fiduciary activities incomeNANA
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$1,447,000144
Number of Managed Accounts$1,304,000123
Number of Non-Managed Accounts$143,000178
Total fiduciary and related assets$2,705,374,00086
Managed Assets ($)$1,469,876,00094
Non-managed Assets ($)$1,235,498,00080
Memoranda
Gross Fiduciary activities incomeNANA
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$1,465,000147
Number of Managed Accounts$1,321,000121
Number of Non-Managed Accounts$144,000178
Total fiduciary and related assets$2,866,830,00087
Managed Assets ($)$1,553,764,00094
Non-managed Assets ($)$1,313,066,00078
Memoranda
Gross Fiduciary activities incomeNANA
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$1,499,000141
Number of Managed Accounts$1,359,000115
Number of Non-Managed Accounts$140,000185
Total fiduciary and related assets$2,912,668,00084
Managed Assets ($)$1,592,927,00089
Non-managed Assets ($)$1,319,741,00078
Memoranda
Gross Fiduciary activities incomeNANA
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$1,479,000150
Number of Managed Accounts$1,331,000120
Number of Non-Managed Accounts$148,000265
Total fiduciary and related assets$2,788,189,00086
Managed Assets ($)$1,530,888,00091
Non-managed Assets ($)$1,257,301,00079
Memoranda
Gross Fiduciary activities incomeNANA
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$1,491,000140
Number of Managed Accounts$1,337,000114
Number of Non-Managed Accounts$154,000182
Total fiduciary and related assets$2,706,824,00088
Managed Assets ($)$1,501,266,00089
Non-managed Assets ($)$1,205,558,00078
Memoranda
Gross Fiduciary activities incomeNANA
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$1,512,000140
Number of Managed Accounts$1,354,000111
Number of Non-Managed Accounts$158,000176
Total fiduciary and related assets$4,259,080,00071
Managed Assets ($)$3,056,745,00059
Non-managed Assets ($)$1,202,335,00076
Memoranda
Gross Fiduciary activities incomeNANA
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$1,525,000140
Number of Managed Accounts$1,369,000112
Number of Non-Managed Accounts$156,000181
Total fiduciary and related assets$2,831,845,00088
Managed Assets ($)$1,629,178,00084
Non-managed Assets ($)$1,202,667,00081
Memoranda
Gross Fiduciary activities incomeNANA
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$1,517,000149
Number of Managed Accounts$1,363,000115
Number of Non-Managed Accounts$154,000260
Total fiduciary and related assets$2,817,683,00088
Managed Assets ($)$1,546,516,00086
Non-managed Assets ($)$1,271,167,00080
Memoranda
Gross Fiduciary activities incomeNANA
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$1,550,000137
Number of Managed Accounts$1,388,000110
Number of Non-Managed Accounts$162,000173
Total fiduciary and related assets$2,805,829,00089
Managed Assets ($)$1,559,366,00086
Non-managed Assets ($)$1,246,463,00079
Memoranda
Gross Fiduciary activities incomeNANA
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$1,562,000134
Number of Managed Accounts$1,397,000112
Number of Non-Managed Accounts$165,000178
Total fiduciary and related assets$2,663,114,00091
Managed Assets ($)$1,477,316,00087
Non-managed Assets ($)$1,185,798,00078
Memoranda
Gross Fiduciary activities incomeNANA
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$1,567,000130
Number of Managed Accounts$1,395,000111
Number of Non-Managed Accounts$172,000172
Total fiduciary and related assets$2,422,863,00095
Managed Assets ($)$1,383,378,00087
Non-managed Assets ($)$1,039,485,00080
Memoranda
Gross Fiduciary activities incomeNANA
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$1,601,000142
Number of Managed Accounts$1,425,000109
Number of Non-Managed Accounts$176,000244
Total fiduciary and related assets$3,286,844,00083
Managed Assets ($)$2,168,845,00072
Non-managed Assets ($)$1,117,999,00081
Memoranda
Gross Fiduciary activities incomeNANA
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$1,584,000135
Number of Managed Accounts$1,410,000110
Number of Non-Managed Accounts$174,000175
Total fiduciary and related assets$3,677,198,00083
Managed Assets ($)$2,257,491,00074
Non-managed Assets ($)$1,419,707,00077
Memoranda
Gross Fiduciary activities incomeNANA
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$1,592,000138
Number of Managed Accounts$1,419,000108
Number of Non-Managed Accounts$173,000177
Total fiduciary and related assets$3,698,882,00087
Managed Assets ($)$2,200,171,00082
Non-managed Assets ($)$1,498,711,00079
Memoranda
Gross Fiduciary activities incomeNANA
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$1,567,000139
Number of Managed Accounts$1,398,000113
Number of Non-Managed Accounts$169,000180
Total fiduciary and related assets$3,570,842,00091
Managed Assets ($)$2,102,001,00084
Non-managed Assets ($)$1,468,841,00082
Memoranda
Gross Fiduciary activities incomeNANA
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$1,532,000148
Number of Managed Accounts$1,367,000118
Number of Non-Managed Accounts$165,000262
Total fiduciary and related assets$3,582,620,00090
Managed Assets ($)$2,018,639,00085
Non-managed Assets ($)$1,563,981,00080
Memoranda
Gross Fiduciary activities incomeNANA
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$1,508,000140
Number of Managed Accounts$1,344,000120
Number of Non-Managed Accounts$164,000179
Total fiduciary and related assets$3,408,707,00092
Managed Assets ($)$1,901,384,00090
Non-managed Assets ($)$1,507,323,00081
Memoranda
Gross Fiduciary activities incomeNANA
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$1,464,000149
Number of Managed Accounts$1,300,000124
Number of Non-Managed Accounts$164,000185
Total fiduciary and related assets$3,333,154,00096
Managed Assets ($)$1,792,784,00096
Non-managed Assets ($)$1,540,370,00087
Memoranda
Gross Fiduciary activities incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,456,000147
Number of Managed Accounts$1,284,000123
Number of Non-Managed Accounts$172,000181
Total fiduciary and related assets$3,214,677,00095
Managed Assets ($)$1,754,058,00095
Non-managed Assets ($)$1,460,619,00088
Memoranda
Gross Fiduciary activities incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,432,000163
Number of Managed Accounts$1,253,000128
Number of Non-Managed Accounts$179,000255
Total fiduciary and related assets$3,151,477,00095
Managed Assets ($)$1,755,741,00092
Non-managed Assets ($)$1,395,736,00089
Memoranda
Gross Fiduciary activities incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,405,000157
Number of Managed Accounts$1,222,000133
Number of Non-Managed Accounts$183,000186
Total fiduciary and related assets$3,022,272,00098
Managed Assets ($)$1,710,255,00094
Non-managed Assets ($)$1,312,017,00096
Memoranda
Gross Fiduciary activities incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,377,000161
Number of Managed Accounts$1,198,000142
Number of Non-Managed Accounts$179,000194
Total fiduciary and related assets$3,028,256,000103
Managed Assets ($)$1,736,650,00097
Non-managed Assets ($)$1,291,606,000100
Memoranda
Gross Fiduciary activities incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,341,000166
Number of Managed Accounts$1,157,000147
Number of Non-Managed Accounts$184,000195
Total fiduciary and related assets$2,891,866,000106
Managed Assets ($)$1,681,094,00097
Non-managed Assets ($)$1,210,772,000104
Memoranda
Gross Fiduciary activities incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,353,000172
Number of Managed Accounts$1,163,000146
Number of Non-Managed Accounts$190,000264
Total fiduciary and related assets$2,822,846,000105
Managed Assets ($)$1,699,229,00096
Non-managed Assets ($)$1,123,617,000109
Memoranda
Gross Fiduciary activities incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,355,000156
Number of Managed Accounts$1,166,000140
Number of Non-Managed Accounts$189,000189
Total fiduciary and related assets$2,940,837,000103
Managed Assets ($)$1,827,707,00092
Non-managed Assets ($)$1,113,130,000105
Memoranda
Gross Fiduciary activities incomeNANA
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$1,341,000161
Number of Managed Accounts$1,152,000142
Number of Non-Managed Accounts$189,000192
Total fiduciary and related assets$2,881,984,000101
Managed Assets ($)$1,747,014,00090
Non-managed Assets ($)$1,134,970,000102
Memoranda
Gross Fiduciary activities incomeNANA
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$1,311,000164
Number of Managed Accounts$1,121,000144
Number of Non-Managed Accounts$190,000192
Total fiduciary and related assets$2,882,312,000105
Managed Assets ($)$1,789,150,00094
Non-managed Assets ($)$1,093,162,000108
Memoranda
Gross Fiduciary activities incomeNANA
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$1,340,000176
Number of Managed Accounts$1,144,000144
Number of Non-Managed Accounts$196,000263
Total fiduciary and related assets$2,751,980,000113
Managed Assets ($)$1,780,488,00094
Non-managed Assets ($)$971,492,000116
Memoranda
Gross Fiduciary activities incomeNANA
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$1,308,000164
Number of Managed Accounts$1,122,000144
Number of Non-Managed Accounts$186,000195
Total fiduciary and related assets$2,510,077,000116
Managed Assets ($)$1,585,693,00098
Non-managed Assets ($)$924,384,000114
Memoranda
Gross Fiduciary activities incomeNANA
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$1,317,000164
Number of Managed Accounts$1,136,000144
Number of Non-Managed Accounts$181,000204
Total fiduciary and related assets$2,271,920,000120
Managed Assets ($)$1,362,331,000105
Non-managed Assets ($)$909,589,000120
Memoranda
Gross Fiduciary activities incomeNANA
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$1,269,000169
Number of Managed Accounts$1,105,000145
Number of Non-Managed Accounts$164,000218
Total fiduciary and related assets$2,322,793,000119
Managed Assets ($)$1,470,406,000103
Non-managed Assets ($)$852,387,000119
Memoranda
Gross Fiduciary activities incomeNANA
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$1,267,000188
Number of Managed Accounts$1,090,000152
Number of Non-Managed Accounts$177,000296
Total fiduciary and related assets$2,020,589,000130
Managed Assets ($)$1,247,962,000115
Non-managed Assets ($)$772,627,000124
Memoranda
Gross Fiduciary activities incomeNANA
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$1,269,000181
Number of Managed Accounts$1,088,000152
Number of Non-Managed Accounts$181,000215
Total fiduciary and related assets$1,970,423,000136
Managed Assets ($)$1,217,486,000117
Non-managed Assets ($)$752,937,000128
Memoranda
Gross Fiduciary activities incomeNANA
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$1,270,000182
Number of Managed Accounts$1,095,000153
Number of Non-Managed Accounts$175,000232
Total fiduciary and related assets$1,863,328,000140
Managed Assets ($)$1,172,039,000117
Non-managed Assets ($)$691,289,000135
Memoranda
Gross Fiduciary activities incomeNANA
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$1,298,000183
Number of Managed Accounts$1,118,000156
Number of Non-Managed Accounts$180,000238
Total fiduciary and related assets$1,711,156,000144
Managed Assets ($)$1,057,485,000122
Non-managed Assets ($)$653,671,000139
Memoranda
Gross Fiduciary activities incomeNANA
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$1,310,000195
Number of Managed Accounts$1,125,000163
Number of Non-Managed Accounts$185,000310
Total fiduciary and related assets$1,675,857,000146
Managed Assets ($)$1,072,314,000123
Non-managed Assets ($)$603,543,000144
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
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA