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KeyBank, 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$39,088,00018
Number of Managed Accounts$35,973,00012
Number of Non-Managed Accounts$3,115,00031
Total fiduciary and related assets$55,670,184,00027
Managed Assets ($)$43,096,862,00018
Non-managed Assets ($)$12,573,322,00038
Memoranda
Gross Fiduciary activities income$67,466,00019
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$39,111,00019
Number of Managed Accounts$35,970,00012
Number of Non-Managed Accounts$3,141,00033
Total fiduciary and related assets$54,536,578,00027
Managed Assets ($)$42,063,244,00018
Non-managed Assets ($)$12,473,334,00038
Memoranda
Gross Fiduciary activities income$254,769,00019
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$39,104,00018
Number of Managed Accounts$35,999,00012
Number of Non-Managed Accounts$3,105,00032
Total fiduciary and related assets$50,166,160,00026
Managed Assets ($)$39,428,850,00017
Non-managed Assets ($)$10,737,310,00039
Memoranda
Gross Fiduciary activities income$190,763,00019
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$39,114,00018
Number of Managed Accounts$36,004,00012
Number of Non-Managed Accounts$3,110,00032
Total fiduciary and related assets$48,133,622,00026
Managed Assets ($)$37,910,188,00017
Non-managed Assets ($)$10,223,434,00039
Memoranda
Gross Fiduciary activities income$122,109,00020
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$39,500,00018
Number of Managed Accounts$36,346,00012
Number of Non-Managed Accounts$3,154,00032
Total fiduciary and related assets$43,540,459,00026
Managed Assets ($)$34,562,329,00017
Non-managed Assets ($)$8,978,130,00041
Memoranda
Gross Fiduciary activities income$62,652,00018
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$39,633,00018
Number of Managed Accounts$36,489,00012
Number of Non-Managed Accounts$3,144,00032
Total fiduciary and related assets$48,585,373,00026
Managed Assets ($)$38,930,851,00017
Non-managed Assets ($)$9,654,522,00040
Memoranda
Gross Fiduciary activities income$237,446,00020
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$44,725,00017
Number of Managed Accounts$41,660,00012
Number of Non-Managed Accounts$3,065,00033
Total fiduciary and related assets$46,370,418,00027
Managed Assets ($)$37,318,342,00018
Non-managed Assets ($)$9,052,076,00043
Memoranda
Gross Fiduciary activities income$175,743,00021
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$45,020,00016
Number of Managed Accounts$41,826,00011
Number of Non-Managed Accounts$3,194,00033
Total fiduciary and related assets$46,016,097,00026
Managed Assets ($)$36,901,678,00016
Non-managed Assets ($)$9,114,419,00041
Memoranda
Gross Fiduciary activities income$115,854,00021
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$45,090,00016
Number of Managed Accounts$41,871,00010
Number of Non-Managed Accounts$3,219,00033
Total fiduciary and related assets$45,060,969,00027
Managed Assets ($)$36,459,794,00015
Non-managed Assets ($)$8,601,175,00041
Memoranda
Gross Fiduciary activities income$56,367,00022
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$45,206,00016
Number of Managed Accounts$41,968,00010
Number of Non-Managed Accounts$3,238,00033
Total fiduciary and related assets$43,261,181,00026
Managed Assets ($)$34,577,070,00015
Non-managed Assets ($)$8,684,111,00041
Memoranda
Gross Fiduciary activities income$233,938,00021
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$45,287,00017
Number of Managed Accounts$41,992,00010
Number of Non-Managed Accounts$3,295,00031
Total fiduciary and related assets$47,470,451,00026
Managed Assets ($)$38,004,236,00015
Non-managed Assets ($)$9,466,215,00041
Memoranda
Gross Fiduciary activities income$175,109,00020
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$45,428,00016
Number of Managed Accounts$42,069,00010
Number of Non-Managed Accounts$3,359,00030
Total fiduciary and related assets$46,432,656,00026
Managed Assets ($)$37,090,943,00015
Non-managed Assets ($)$9,341,713,00041
Memoranda
Gross Fiduciary activities income$116,196,00021
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$45,253,00017
Number of Managed Accounts$41,841,00010
Number of Non-Managed Accounts$3,412,00029
Total fiduciary and related assets$45,909,517,00027
Managed Assets ($)$36,532,315,00015
Non-managed Assets ($)$9,377,202,00042
Memoranda
Gross Fiduciary activities income$56,421,00022
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$45,794,00017
Number of Managed Accounts$42,235,00010
Number of Non-Managed Accounts$3,559,00032
Total fiduciary and related assets$46,046,390,00026
Managed Assets ($)$36,977,252,00015
Non-managed Assets ($)$9,069,138,00042
Memoranda
Gross Fiduciary activities income$219,253,00022
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$45,727,00017
Number of Managed Accounts$42,163,00010
Number of Non-Managed Accounts$3,564,00029
Total fiduciary and related assets$44,988,129,00025
Managed Assets ($)$36,096,757,00015
Non-managed Assets ($)$8,891,372,00042
Memoranda
Gross Fiduciary activities income$162,098,00022
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$45,956,00016
Number of Managed Accounts$42,325,00010
Number of Non-Managed Accounts$3,631,00029
Total fiduciary and related assets$43,678,912,00025
Managed Assets ($)$35,166,425,00015
Non-managed Assets ($)$8,512,487,00042
Memoranda
Gross Fiduciary activities income$107,291,00022
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$45,787,00016
Number of Managed Accounts$42,170,00010
Number of Non-Managed Accounts$3,617,00030
Total fiduciary and related assets$42,756,990,00025
Managed Assets ($)$34,671,067,00015
Non-managed Assets ($)$8,085,923,00043
Memoranda
Gross Fiduciary activities income$52,997,00022
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$46,211,00016
Number of Managed Accounts$42,481,00010
Number of Non-Managed Accounts$3,730,00031
Total fiduciary and related assets$41,748,442,00024
Managed Assets ($)$33,670,833,00015
Non-managed Assets ($)$8,077,609,00042
Memoranda
Gross Fiduciary activities income$203,550,00022
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$43,806,00016
Number of Managed Accounts$40,124,00010
Number of Non-Managed Accounts$3,682,00028
Total fiduciary and related assets$40,692,298,00025
Managed Assets ($)$32,423,780,00015
Non-managed Assets ($)$8,268,518,00042
Memoranda
Gross Fiduciary activities income$149,130,00022
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$44,045,00016
Number of Managed Accounts$40,316,0009
Number of Non-Managed Accounts$3,729,00028
Total fiduciary and related assets$39,822,944,00024
Managed Assets ($)$31,821,482,00015
Non-managed Assets ($)$8,001,462,00042
Memoranda
Gross Fiduciary activities income$99,332,00022
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$44,313,00016
Number of Managed Accounts$40,501,0009
Number of Non-Managed Accounts$3,812,00027
Total fiduciary and related assets$38,981,056,00024
Managed Assets ($)$31,214,052,00016
Non-managed Assets ($)$7,767,004,00042
Memoranda
Gross Fiduciary activities income$50,178,00020
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$44,668,00015
Number of Managed Accounts$40,683,00010
Number of Non-Managed Accounts$3,985,00027
Total fiduciary and related assets$38,736,325,00022
Managed Assets ($)$31,049,349,00016
Non-managed Assets ($)$7,686,976,00042
Memoranda
Gross Fiduciary activities income$202,194,00021
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$44,877,00015
Number of Managed Accounts$40,774,0009
Number of Non-Managed Accounts$4,103,00025
Total fiduciary and related assets$38,169,401,00021
Managed Assets ($)$30,479,094,00016
Non-managed Assets ($)$7,690,307,00041
Memoranda
Gross Fiduciary activities income$152,826,00021
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$45,004,00015
Number of Managed Accounts$40,865,00010
Number of Non-Managed Accounts$4,139,00026
Total fiduciary and related assets$40,493,549,00021
Managed Assets ($)$31,971,555,00015
Non-managed Assets ($)$8,521,994,00040
Memoranda
Gross Fiduciary activities income$102,966,00021
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$44,970,00016
Number of Managed Accounts$40,889,0009
Number of Non-Managed Accounts$4,081,00028
Total fiduciary and related assets$40,687,371,00023
Managed Assets ($)$32,399,185,00015
Non-managed Assets ($)$8,288,186,00041
Memoranda
Gross Fiduciary activities income$51,815,00021
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$45,188,00016
Number of Managed Accounts$40,906,0009
Number of Non-Managed Accounts$4,282,00030
Total fiduciary and related assets$40,664,460,00023
Managed Assets ($)$32,264,286,00015
Non-managed Assets ($)$8,400,174,00040
Memoranda
Gross Fiduciary activities income$203,194,00022
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$45,577,00016
Number of Managed Accounts$41,131,0009
Number of Non-Managed Accounts$4,446,00028
Total fiduciary and related assets$39,959,898,00024
Managed Assets ($)$31,753,320,00015
Non-managed Assets ($)$8,206,578,00040
Memoranda
Gross Fiduciary activities income$149,732,00022
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$46,004,00018
Number of Managed Accounts$41,486,0009
Number of Non-Managed Accounts$4,518,00028
Total fiduciary and related assets$40,726,550,00024
Managed Assets ($)$32,256,298,00015
Non-managed Assets ($)$8,470,252,00039
Memoranda
Gross Fiduciary activities income$99,590,00021
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$45,410,00019
Number of Managed Accounts$40,941,0009
Number of Non-Managed Accounts$4,469,00030
Total fiduciary and related assets$39,504,790,00025
Managed Assets ($)$31,406,484,00017
Non-managed Assets ($)$8,098,306,00040
Memoranda
Gross Fiduciary activities income$50,601,00021
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$25,161,00025
Number of Managed Accounts$22,717,00013
Number of Non-Managed Accounts$2,444,00043
Total fiduciary and related assets$39,072,770,00025
Managed Assets ($)$31,252,622,00016
Non-managed Assets ($)$7,820,148,00039
Memoranda
Gross Fiduciary activities income$199,167,00020
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$25,133,00026
Number of Managed Accounts$22,658,00014
Number of Non-Managed Accounts$2,475,00045
Total fiduciary and related assets$37,633,832,00026
Managed Assets ($)$30,028,770,00017
Non-managed Assets ($)$7,605,062,00039
Memoranda
Gross Fiduciary activities income$150,012,00020
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$25,167,00026
Number of Managed Accounts$22,689,00013
Number of Non-Managed Accounts$2,478,00045
Total fiduciary and related assets$38,050,568,00023
Managed Assets ($)$30,941,546,00016
Non-managed Assets ($)$7,109,022,00039
Memoranda
Gross Fiduciary activities income$100,989,00020
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$25,182,00025
Number of Managed Accounts$22,657,00012
Number of Non-Managed Accounts$2,525,00043
Total fiduciary and related assets$37,819,943,00024
Managed Assets ($)$30,738,730,00017
Non-managed Assets ($)$7,081,213,00040
Memoranda
Gross Fiduciary activities income$49,869,00020
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$24,935,00024
Number of Managed Accounts$22,403,00011
Number of Non-Managed Accounts$2,532,00045
Total fiduciary and related assets$35,866,160,00024
Managed Assets ($)$29,098,522,00017
Non-managed Assets ($)$6,767,638,00040
Memoranda
Gross Fiduciary activities income$191,874,00019
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$24,357,00025
Number of Managed Accounts$21,889,00012
Number of Non-Managed Accounts$2,468,00042
Total fiduciary and related assets$35,568,389,00023
Managed Assets ($)$28,820,838,00017
Non-managed Assets ($)$6,747,551,00039
Memoranda
Gross Fiduciary activities income$143,458,00019
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$24,241,00024
Number of Managed Accounts$21,717,00011
Number of Non-Managed Accounts$2,524,00043
Total fiduciary and related assets$34,226,290,00023
Managed Assets ($)$27,938,804,00015
Non-managed Assets ($)$6,287,486,00041
Memoranda
Gross Fiduciary activities income$94,790,00019
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$24,184,00025
Number of Managed Accounts$21,650,00012
Number of Non-Managed Accounts$2,534,00041
Total fiduciary and related assets$35,386,758,00023
Managed Assets ($)$29,146,647,00015
Non-managed Assets ($)$6,240,111,00041
Memoranda
Gross Fiduciary activities income$47,798,00019
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$24,029,00023
Number of Managed Accounts$21,443,00011
Number of Non-Managed Accounts$2,586,00044
Total fiduciary and related assets$33,500,982,00023
Managed Assets ($)$27,622,977,00016
Non-managed Assets ($)$5,878,005,00041
Memoranda
Gross Fiduciary activities income$193,231,00015
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$23,762,00025
Number of Managed Accounts$21,197,00013
Number of Non-Managed Accounts$2,565,00043
Total fiduciary and related assets$32,471,348,00025
Managed Assets ($)$26,729,536,00017
Non-managed Assets ($)$5,741,812,00041
Memoranda
Gross Fiduciary activities income$145,617,00016
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$23,794,00026
Number of Managed Accounts$21,190,00012
Number of Non-Managed Accounts$2,604,00042
Total fiduciary and related assets$35,625,268,00024
Managed Assets ($)$29,287,049,00016
Non-managed Assets ($)$6,338,219,00043
Memoranda
Gross Fiduciary activities income$99,023,00016
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$23,930,00025
Number of Managed Accounts$21,150,00011
Number of Non-Managed Accounts$2,780,00043
Total fiduciary and related assets$36,016,326,00025
Managed Assets ($)$29,766,212,00015
Non-managed Assets ($)$6,250,114,00043
Memoranda
Gross Fiduciary activities income$48,949,00016
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$23,901,00025
Number of Managed Accounts$21,111,00011
Number of Non-Managed Accounts$2,790,00044
Total fiduciary and related assets$34,787,406,00026
Managed Assets ($)$28,805,555,00016
Non-managed Assets ($)$5,981,851,00044
Memoranda
Gross Fiduciary activities income$192,229,00017
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$23,993,00023
Number of Managed Accounts$21,124,00010
Number of Non-Managed Accounts$2,869,00041
Total fiduciary and related assets$33,860,740,00025
Managed Assets ($)$27,642,521,00016
Non-managed Assets ($)$6,218,219,00041
Memoranda
Gross Fiduciary activities income$143,431,00017
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$24,037,00023
Number of Managed Accounts$21,142,00010
Number of Non-Managed Accounts$2,895,00043
Total fiduciary and related assets$33,154,974,00026
Managed Assets ($)$26,153,427,00016
Non-managed Assets ($)$7,001,547,00040
Memoranda
Gross Fiduciary activities income$96,567,00017
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$24,065,00026
Number of Managed Accounts$21,108,00010
Number of Non-Managed Accounts$2,957,00043
Total fiduciary and related assets$35,700,974,00026
Managed Assets ($)$28,187,653,00016
Non-managed Assets ($)$7,513,321,00039
Memoranda
Gross Fiduciary activities income$48,556,00017
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$24,087,00026
Number of Managed Accounts$21,099,00012
Number of Non-Managed Accounts$2,988,00046
Total fiduciary and related assets$35,364,362,00027
Managed Assets ($)$27,771,628,00017
Non-managed Assets ($)$7,592,734,00041
Memoranda
Gross Fiduciary activities income$185,687,00019
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$24,140,00029
Number of Managed Accounts$22,254,00015
Number of Non-Managed Accounts$1,886,00052
Total fiduciary and related assets$34,708,516,00029
Managed Assets ($)$28,886,293,00019
Non-managed Assets ($)$5,822,223,00044
Memoranda
Gross Fiduciary activities income$137,336,00020
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$24,550,00028
Number of Managed Accounts$22,654,00014
Number of Non-Managed Accounts$1,896,00051
Total fiduciary and related assets$31,855,845,00029
Managed Assets ($)$26,594,185,00020
Non-managed Assets ($)$5,261,660,00043
Memoranda
Gross Fiduciary activities income$91,786,00020
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$24,688,00028
Number of Managed Accounts$22,764,00015
Number of Non-Managed Accounts$1,924,00048
Total fiduciary and related assets$30,334,403,00030
Managed Assets ($)$25,350,116,00020
Non-managed Assets ($)$4,984,287,00044
Memoranda
Gross Fiduciary activities income$44,912,00020
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$24,757,00029
Number of Managed Accounts$22,761,00015
Number of Non-Managed Accounts$1,996,00056
Total fiduciary and related assets$32,835,058,00030
Managed Assets ($)$27,349,679,00020
Non-managed Assets ($)$5,485,379,00044
Memoranda
Gross Fiduciary activities income$220,694,00018
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$24,906,00027
Number of Managed Accounts$22,936,00015
Number of Non-Managed Accounts$1,970,00051
Total fiduciary and related assets$37,926,177,00029
Managed Assets ($)$31,118,057,00019
Non-managed Assets ($)$6,808,120,00043
Memoranda
Gross Fiduciary activities income$166,112,00020
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$24,932,00026
Number of Managed Accounts$22,896,00014
Number of Non-Managed Accounts$2,036,00053
Total fiduciary and related assets$40,330,584,00030
Managed Assets ($)$33,085,183,00020
Non-managed Assets ($)$7,245,401,00045
Memoranda
Gross Fiduciary activities income$112,678,00021
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$24,961,00025
Number of Managed Accounts$22,845,00014
Number of Non-Managed Accounts$2,116,00048
Total fiduciary and related assets$41,098,782,00029
Managed Assets ($)$33,833,165,00019
Non-managed Assets ($)$7,265,617,00044
Memoranda
Gross Fiduciary activities income$56,369,00020
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$25,030,00026
Number of Managed Accounts$22,859,00015
Number of Non-Managed Accounts$2,171,00052
Total fiduciary and related assets$43,495,514,00029
Managed Assets ($)$35,652,803,00020
Non-managed Assets ($)$7,842,711,00042
Memoranda
Gross Fiduciary activities income$225,440,00020
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$25,535,00024
Number of Managed Accounts$23,324,00014
Number of Non-Managed Accounts$2,211,00045
Total fiduciary and related assets$44,150,743,00029
Managed Assets ($)$36,292,586,00018
Non-managed Assets ($)$7,858,157,00042
Memoranda
Gross Fiduciary activities income$165,805,00019
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$25,622,00023
Number of Managed Accounts$23,341,00013
Number of Non-Managed Accounts$2,281,00045
Total fiduciary and related assets$43,980,179,00030
Managed Assets ($)$36,191,848,00019
Non-managed Assets ($)$7,788,331,00046
Memoranda
Gross Fiduciary activities income$111,138,00022
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$25,694,00023
Number of Managed Accounts$23,398,00014
Number of Non-Managed Accounts$2,296,00044
Total fiduciary and related assets$43,527,751,00029
Managed Assets ($)$35,520,217,00022
Non-managed Assets ($)$8,007,534,00046
Memoranda
Gross Fiduciary activities income$55,130,00022
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$26,041,00023
Number of Managed Accounts$23,840,00013
Number of Non-Managed Accounts$2,201,00051
Total fiduciary and related assets$42,515,439,00030
Managed Assets ($)$35,150,319,00022
Non-managed Assets ($)$7,365,120,00046
Memoranda
Gross Fiduciary activities income$210,921,00021
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$25,983,00023
Number of Managed Accounts$23,717,00013
Number of Non-Managed Accounts$2,266,00047
Total fiduciary and related assets$41,373,898,00029
Managed Assets ($)$34,528,904,00021
Non-managed Assets ($)$6,844,994,00049
Memoranda
Gross Fiduciary activities income$156,689,00021
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$27,346,00022
Number of Managed Accounts$23,821,00012
Number of Non-Managed Accounts$3,525,00042
Total fiduciary and related assets$43,122,897,00027
Managed Assets ($)$33,202,898,00020
Non-managed Assets ($)$9,919,999,00043
Memoranda
Gross Fiduciary activities income$104,674,00020
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$27,504,00021
Number of Managed Accounts$23,933,00012
Number of Non-Managed Accounts$3,571,00040
Total fiduciary and related assets$44,479,754,00027
Managed Assets ($)$33,928,925,00020
Non-managed Assets ($)$10,550,829,00041
Memoranda
Gross Fiduciary activities income$51,934,00020
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$28,896,00021
Number of Managed Accounts$24,197,00012
Number of Non-Managed Accounts$4,699,00039
Total fiduciary and related assets$46,486,695,00027
Managed Assets ($)$32,566,894,00021
Non-managed Assets ($)$13,919,801,00035
Memoranda
Gross Fiduciary activities income$207,692,00021
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$27,482,00020
Number of Managed Accounts$22,373,00012
Number of Non-Managed Accounts$5,109,00035
Total fiduciary and related assets$67,308,509,00022
Managed Assets ($)$32,824,743,00021
Non-managed Assets ($)$34,483,766,00023
Memoranda
Gross Fiduciary activities income$155,794,00021
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$0460
Number of Managed Accounts$0435
Number of Non-Managed Accounts$0431
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$104,111,00021
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$28,829,00021
Number of Managed Accounts$22,961,00011
Number of Non-Managed Accounts$5,868,00033
Total fiduciary and related assets$67,111,625,00023
Managed Assets ($)$32,520,292,00022
Non-managed Assets ($)$34,591,333,00021
Memoranda
Gross Fiduciary activities income$52,087,00022
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$29,214,00021
Number of Managed Accounts$22,961,00013
Number of Non-Managed Accounts$6,253,00036
Total fiduciary and related assets$67,590,209,00023
Managed Assets ($)$32,365,651,00022
Non-managed Assets ($)$35,224,558,00023
Memoranda
Gross Fiduciary activities income$206,988,00021
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$29,493,00021
Number of Managed Accounts$22,962,00013
Number of Non-Managed Accounts$6,531,00032
Total fiduciary and related assets$59,039,749,00026
Managed Assets ($)$28,967,066,00022
Non-managed Assets ($)$30,072,683,00025
Memoranda
Gross Fiduciary activities income$154,708,00021
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$30,405,00021
Number of Managed Accounts$23,306,00012
Number of Non-Managed Accounts$7,099,00029
Total fiduciary and related assets$60,926,830,00025
Managed Assets ($)$29,208,241,00021
Non-managed Assets ($)$31,718,589,00024
Memoranda
Gross Fiduciary activities income$103,930,00021
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$29,769,00022
Number of Managed Accounts$22,664,00013
Number of Non-Managed Accounts$7,105,00029
Total fiduciary and related assets$59,081,664,00026
Managed Assets ($)$29,330,116,00021
Non-managed Assets ($)$29,751,548,00025
Memoranda
Gross Fiduciary activities income$51,656,00021
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$30,625,00023
Number of Managed Accounts$23,096,00012
Number of Non-Managed Accounts$7,529,00031
Total fiduciary and related assets$60,320,572,00026
Managed Assets ($)$29,242,897,00021
Non-managed Assets ($)$31,077,675,00025
Memoranda
Gross Fiduciary activities income$204,682,00022
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$31,384,00022
Number of Managed Accounts$24,145,00012
Number of Non-Managed Accounts$7,239,00030
Total fiduciary and related assets$56,119,164,00025
Managed Assets ($)$27,759,792,00021
Non-managed Assets ($)$28,359,372,00024
Memoranda
Gross Fiduciary activities income$150,366,00021
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$34,122,00022
Number of Managed Accounts$24,854,00012
Number of Non-Managed Accounts$9,268,00025
Total fiduciary and related assets$56,617,446,00025
Managed Assets ($)$27,883,385,00022
Non-managed Assets ($)$28,734,061,00025
Memoranda
Gross Fiduciary activities income$95,228,00021
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$34,982,00022
Number of Managed Accounts$25,290,00013
Number of Non-Managed Accounts$9,692,00024
Total fiduciary and related assets$52,939,603,00025
Managed Assets ($)$26,619,886,00020
Non-managed Assets ($)$26,319,717,00024
Memoranda
Gross Fiduciary activities income$48,767,00021
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$35,824,00020
Number of Managed Accounts$25,640,00013
Number of Non-Managed Accounts$10,184,00021
Total fiduciary and related assets$58,651,428,00023
Managed Assets ($)$27,931,216,00020
Non-managed Assets ($)$30,720,212,00021
Memoranda
Gross Fiduciary activities income$247,089,00020
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$38,530,00016
Number of Managed Accounts$27,240,00011
Number of Non-Managed Accounts$11,290,00020
Total fiduciary and related assets$75,199,808,00019
Managed Assets ($)$31,040,974,00021
Non-managed Assets ($)$44,158,834,00019
Memoranda
Gross Fiduciary activities income$276,329,00019
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$272,362,00024
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$254,765,00021
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$309,425,00013
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$253,908,00014
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$55,412,00045
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$41,309,00058
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$164,186,00013
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$157,065,00013
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$135,655,00013