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First Republic Bank, Fiduciary and Related Services

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$1,591,000154
Number of Managed Accounts$952,000192
Number of Non-Managed Accounts$639,00069
Total fiduciary and related assets$10,985,984,00057
Managed Assets ($)$4,719,984,00066
Non-managed Assets ($)$6,266,000,00045
Memoranda
Gross Fiduciary activities income$5,740,00088
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$1,517,000164
Number of Managed Accounts$943,000202
Number of Non-Managed Accounts$574,00081
Total fiduciary and related assets$9,910,231,00060
Managed Assets ($)$4,432,613,00069
Non-managed Assets ($)$5,477,618,00048
Memoranda
Gross Fiduciary activities income$20,352,00090
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$1,400,000169
Number of Managed Accounts$901,000196
Number of Non-Managed Accounts$499,00080
Total fiduciary and related assets$8,686,400,00063
Managed Assets ($)$4,126,614,00068
Non-managed Assets ($)$4,559,786,00052
Memoranda
Gross Fiduciary activities income$14,947,00091
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$1,337,000178
Number of Managed Accounts$869,000206
Number of Non-Managed Accounts$468,00087
Total fiduciary and related assets$7,904,642,00064
Managed Assets ($)$3,957,950,00068
Non-managed Assets ($)$3,946,692,00053
Memoranda
Gross Fiduciary activities income$10,352,00087
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$1,292,000179
Number of Managed Accounts$845,000201
Number of Non-Managed Accounts$447,00086
Total fiduciary and related assets$7,288,310,00063
Managed Assets ($)$3,686,268,00068
Non-managed Assets ($)$3,602,042,00053
Memoranda
Gross Fiduciary activities income$5,500,00084
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$1,226,000189
Number of Managed Accounts$825,000216
Number of Non-Managed Accounts$401,000103
Total fiduciary and related assets$7,120,483,00067
Managed Assets ($)$3,879,975,00068
Non-managed Assets ($)$3,240,508,00056
Memoranda
Gross Fiduciary activities income$17,931,000101
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$1,175,000190
Number of Managed Accounts$803,000208
Number of Non-Managed Accounts$372,00096
Total fiduciary and related assets$6,365,601,00070
Managed Assets ($)$3,528,340,00074
Non-managed Assets ($)$2,837,261,00060
Memoranda
Gross Fiduciary activities income$13,240,000102
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$1,142,000196
Number of Managed Accounts$782,000214
Number of Non-Managed Accounts$360,000100
Total fiduciary and related assets$6,319,139,00069
Managed Assets ($)$3,487,211,00073
Non-managed Assets ($)$2,831,928,00060
Memoranda
Gross Fiduciary activities income$8,756,000103
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$1,091,000205
Number of Managed Accounts$767,000216
Number of Non-Managed Accounts$324,000106
Total fiduciary and related assets$5,955,368,00071
Managed Assets ($)$3,373,016,00073
Non-managed Assets ($)$2,582,352,00063
Memoranda
Gross Fiduciary activities income$4,171,000104
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$1,069,000210
Number of Managed Accounts$759,000219
Number of Non-Managed Accounts$310,000128
Total fiduciary and related assets$5,350,196,00072
Managed Assets ($)$3,185,998,00073
Non-managed Assets ($)$2,164,198,00064
Memoranda
Gross Fiduciary activities income$15,582,000108
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$1,028,000215
Number of Managed Accounts$740,000218
Number of Non-Managed Accounts$288,000120
Total fiduciary and related assets$5,406,379,00073
Managed Assets ($)$3,372,226,00072
Non-managed Assets ($)$2,034,153,00068
Memoranda
Gross Fiduciary activities income$11,420,000110
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$1,002,000222
Number of Managed Accounts$730,000221
Number of Non-Managed Accounts$272,000120
Total fiduciary and related assets$5,125,131,00077
Managed Assets ($)$3,275,552,00073
Non-managed Assets ($)$1,849,579,00076
Memoranda
Gross Fiduciary activities income$7,593,000110
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$975,000226
Number of Managed Accounts$724,000222
Number of Non-Managed Accounts$251,000130
Total fiduciary and related assets$4,693,752,00084
Managed Assets ($)$3,239,984,00074
Non-managed Assets ($)$1,453,768,00087
Memoranda
Gross Fiduciary activities income$3,760,000111
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$946,000239
Number of Managed Accounts$702,000232
Number of Non-Managed Accounts$244,000152
Total fiduciary and related assets$4,677,937,00083
Managed Assets ($)$3,193,719,00072
Non-managed Assets ($)$1,484,218,00085
Memoranda
Gross Fiduciary activities income$14,639,000108
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$928,000231
Number of Managed Accounts$698,000230
Number of Non-Managed Accounts$230,000130
Total fiduciary and related assets$4,440,548,00084
Managed Assets ($)$3,095,038,00072
Non-managed Assets ($)$1,345,510,00090
Memoranda
Gross Fiduciary activities income$10,613,000109
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$916,000232
Number of Managed Accounts$682,000235
Number of Non-Managed Accounts$234,000128
Total fiduciary and related assets$4,276,378,00085
Managed Assets ($)$3,051,502,00072
Non-managed Assets ($)$1,224,876,00090
Memoranda
Gross Fiduciary activities income$7,109,000107
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$911,000230
Number of Managed Accounts$671,000238
Number of Non-Managed Accounts$240,000128
Total fiduciary and related assets$3,928,568,00090
Managed Assets ($)$2,882,086,00074
Non-managed Assets ($)$1,046,482,00094
Memoranda
Gross Fiduciary activities income$3,444,000110
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$901,000234
Number of Managed Accounts$666,000239
Number of Non-Managed Accounts$235,000160
Total fiduciary and related assets$3,754,199,00090
Managed Assets ($)$2,737,903,00073
Non-managed Assets ($)$1,016,296,00094
Memoranda
Gross Fiduciary activities income$13,267,000108
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$882,000231
Number of Managed Accounts$665,000236
Number of Non-Managed Accounts$217,000138
Total fiduciary and related assets$3,171,029,00097
Managed Assets ($)$2,168,549,00088
Non-managed Assets ($)$1,002,480,00093
Memoranda
Gross Fiduciary activities income$9,646,000109
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$863,000238
Number of Managed Accounts$650,000241
Number of Non-Managed Accounts$213,000143
Total fiduciary and related assets$3,434,525,00094
Managed Assets ($)$2,504,598,00079
Non-managed Assets ($)$929,927,00097
Memoranda
Gross Fiduciary activities income$6,380,000109
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$858,000236
Number of Managed Accounts$649,000240
Number of Non-Managed Accounts$209,000146
Total fiduciary and related assets$3,343,368,00095
Managed Assets ($)$2,450,995,00080
Non-managed Assets ($)$892,373,00098
Memoranda
Gross Fiduciary activities income$3,168,000111
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$832,000250
Number of Managed Accounts$628,000251
Number of Non-Managed Accounts$204,000186
Total fiduciary and related assets$3,374,882,00092
Managed Assets ($)$2,437,483,00079
Non-managed Assets ($)$937,399,00096
Memoranda
Gross Fiduciary activities income$10,984,000118
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$824,000242
Number of Managed Accounts$619,000248
Number of Non-Managed Accounts$205,000147
Total fiduciary and related assets$3,618,142,00086
Managed Assets ($)$2,647,427,00069
Non-managed Assets ($)$970,715,00094
Memoranda
Gross Fiduciary activities income$7,664,000125
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$803,000251
Number of Managed Accounts$617,000248
Number of Non-Managed Accounts$186,000153
Total fiduciary and related assets$3,370,139,00095
Managed Assets ($)$2,447,573,00080
Non-managed Assets ($)$922,566,00098
Memoranda
Gross Fiduciary activities income$5,005,000127
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$782,000253
Number of Managed Accounts$602,000250
Number of Non-Managed Accounts$180,000156
Total fiduciary and related assets$3,148,517,00099
Managed Assets ($)$2,320,990,00082
Non-managed Assets ($)$827,527,000101
Memoranda
Gross Fiduciary activities income$2,447,000129
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$767,000269
Number of Managed Accounts$588,000259
Number of Non-Managed Accounts$179,000209
Total fiduciary and related assets$3,056,922,00099
Managed Assets ($)$2,284,705,00081
Non-managed Assets ($)$772,217,000102
Memoranda
Gross Fiduciary activities income$10,700,000120
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$741,000261
Number of Managed Accounts$564,000256
Number of Non-Managed Accounts$177,000154
Total fiduciary and related assets$3,043,935,00097
Managed Assets ($)$2,296,473,00079
Non-managed Assets ($)$747,462,00099
Memoranda
Gross Fiduciary activities income$8,054,000118
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$737,000260
Number of Managed Accounts$567,000256
Number of Non-Managed Accounts$170,000156
Total fiduciary and related assets$3,148,763,00091
Managed Assets ($)$2,436,752,00076
Non-managed Assets ($)$712,011,00099
Memoranda
Gross Fiduciary activities income$5,385,000119
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$719,000265
Number of Managed Accounts$554,000262
Number of Non-Managed Accounts$165,000162
Total fiduciary and related assets$3,173,141,00092
Managed Assets ($)$2,485,600,00074
Non-managed Assets ($)$687,541,000101
Memoranda
Gross Fiduciary activities income$2,468,000123
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$673,000294
Number of Managed Accounts$510,000286
Number of Non-Managed Accounts$163,000224
Total fiduciary and related assets$3,024,180,00094
Managed Assets ($)$2,357,872,00077
Non-managed Assets ($)$666,308,000102
Memoranda
Gross Fiduciary activities income$9,790,000122
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$641,000275
Number of Managed Accounts$482,000268
Number of Non-Managed Accounts$159,000165
Total fiduciary and related assets$2,856,690,00095
Managed Assets ($)$2,225,025,00080
Non-managed Assets ($)$631,665,000103
Memoranda
Gross Fiduciary activities income$7,265,000122
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$633,000273
Number of Managed Accounts$470,000269
Number of Non-Managed Accounts$163,000168
Total fiduciary and related assets$2,822,494,00094
Managed Assets ($)$2,194,573,00079
Non-managed Assets ($)$627,921,000101
Memoranda
Gross Fiduciary activities income$4,682,000125
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$592,000285
Number of Managed Accounts$447,000272
Number of Non-Managed Accounts$145,000180
Total fiduciary and related assets$2,325,970,000105
Managed Assets ($)$2,097,219,00082
Non-managed Assets ($)$228,751,000157
Memoranda
Gross Fiduciary activities income$2,125,000130
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$550,000335
Number of Managed Accounts$418,000307
Number of Non-Managed Accounts$132,000266
Total fiduciary and related assets$2,156,697,000108
Managed Assets ($)$1,967,342,00083
Non-managed Assets ($)$189,355,000172
Memoranda
Gross Fiduciary activities income$8,901,000120
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$510,000296
Number of Managed Accounts$387,000285
Number of Non-Managed Accounts$123,000186
Total fiduciary and related assets$2,053,416,000108
Managed Assets ($)$1,904,171,00082
Non-managed Assets ($)$149,245,000190
Memoranda
Gross Fiduciary activities income$6,454,000122
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$523,000297
Number of Managed Accounts$368,000290
Number of Non-Managed Accounts$155,000169
Total fiduciary and related assets$2,188,037,000103
Managed Assets ($)$2,037,944,00080
Non-managed Assets ($)$150,093,000193
Memoranda
Gross Fiduciary activities income$4,027,000126
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$527,000293
Number of Managed Accounts$373,000286
Number of Non-Managed Accounts$154,000169
Total fiduciary and related assets$2,088,780,000105
Managed Assets ($)$1,930,542,00083
Non-managed Assets ($)$158,238,000180
Memoranda
Gross Fiduciary activities income$1,799,000134
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$498,000360
Number of Managed Accounts$347,000356
Number of Non-Managed Accounts$151,000249
Total fiduciary and related assets$1,963,503,000107
Managed Assets ($)$1,828,636,00083
Non-managed Assets ($)$134,867,000196
Memoranda
Gross Fiduciary activities income$6,912,000120
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$479,000304
Number of Managed Accounts$335,000298
Number of Non-Managed Accounts$144,000176
Total fiduciary and related assets$1,867,876,000107
Managed Assets ($)$1,756,664,00084
Non-managed Assets ($)$111,212,000200
Memoranda
Gross Fiduciary activities income$5,176,000124
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$450,000314
Number of Managed Accounts$310,000306
Number of Non-Managed Accounts$140,000180
Total fiduciary and related assets$1,898,494,000112
Managed Assets ($)$1,790,749,00088
Non-managed Assets ($)$107,745,000210
Memoranda
Gross Fiduciary activities income$3,558,000122
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$425,000324
Number of Managed Accounts$286,000317
Number of Non-Managed Accounts$139,000186
Total fiduciary and related assets$1,867,618,000113
Managed Assets ($)$1,760,799,00087
Non-managed Assets ($)$106,819,000212
Memoranda
Gross Fiduciary activities income$1,806,000120
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$394,000433
Number of Managed Accounts$272,000412
Number of Non-Managed Accounts$122,000296
Total fiduciary and related assets$1,504,276,000129
Managed Assets ($)$1,432,055,00098
Non-managed Assets ($)$72,221,000265
Memoranda
Gross Fiduciary activities income$3,187,000195
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$384,000322
Number of Managed Accounts$260,000307
Number of Non-Managed Accounts$124,000197
Total fiduciary and related assets$1,477,641,000128
Managed Assets ($)$1,408,143,00091
Non-managed Assets ($)$69,498,000233
Memoranda
Gross Fiduciary activities income$1,360,000276