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Regions Bank, Fiduciary and Related Services

2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$28,875,00023
Number of Managed Accounts$18,715,00017
Number of Non-Managed Accounts$10,160,00020
Total fiduciary and related assets$87,010,000,00021
Managed Assets ($)$43,867,000,00017
Non-managed Assets ($)$43,143,000,00018
Memoranda
Gross Fiduciary activities income$73,000,00016
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$28,983,00022
Number of Managed Accounts$18,580,00017
Number of Non-Managed Accounts$10,403,00019
Total fiduciary and related assets$88,589,000,00021
Managed Assets ($)$45,579,000,00017
Non-managed Assets ($)$43,010,000,00021
Memoranda
Gross Fiduciary activities income$269,000,00021
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$28,863,00023
Number of Managed Accounts$18,597,00017
Number of Non-Managed Accounts$10,266,00019
Total fiduciary and related assets$87,032,000,00021
Managed Assets ($)$43,779,000,00017
Non-managed Assets ($)$43,253,000,00018
Memoranda
Gross Fiduciary activities income$197,000,00021
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$28,561,00024
Number of Managed Accounts$18,473,00017
Number of Non-Managed Accounts$10,088,00020
Total fiduciary and related assets$84,781,000,00022
Managed Assets ($)$42,022,000,00018
Non-managed Assets ($)$42,759,000,00019
Memoranda
Gross Fiduciary activities income$131,000,00022
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$28,975,00024
Number of Managed Accounts$18,315,00017
Number of Non-Managed Accounts$10,660,00020
Total fiduciary and related assets$113,463,000,00018
Managed Assets ($)$50,626,000,00015
Non-managed Assets ($)$62,837,000,00015
Memoranda
Gross Fiduciary activities income$66,000,00021
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$28,871,00024
Number of Managed Accounts$18,247,00018
Number of Non-Managed Accounts$10,624,00020
Total fiduciary and related assets$108,962,000,00019
Managed Assets ($)$49,069,000,00015
Non-managed Assets ($)$59,893,000,00016
Memoranda
Gross Fiduciary activities income$253,000,00020
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$28,848,00025
Number of Managed Accounts$18,210,00018
Number of Non-Managed Accounts$10,638,00020
Total fiduciary and related assets$103,808,000,00019
Managed Assets ($)$46,113,000,00015
Non-managed Assets ($)$57,695,000,00015
Memoranda
Gross Fiduciary activities income$187,000,00020
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$29,176,00024
Number of Managed Accounts$18,482,00017
Number of Non-Managed Accounts$10,694,00020
Total fiduciary and related assets$97,958,000,00019
Managed Assets ($)$44,080,000,00015
Non-managed Assets ($)$53,878,000,00016
Memoranda
Gross Fiduciary activities income$124,000,00019
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$29,482,00024
Number of Managed Accounts$18,614,00017
Number of Non-Managed Accounts$10,868,00020
Total fiduciary and related assets$96,420,000,00019
Managed Assets ($)$43,683,000,00015
Non-managed Assets ($)$52,737,000,00015
Memoranda
Gross Fiduciary activities income$62,000,00019
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$29,286,00025
Number of Managed Accounts$18,522,00017
Number of Non-Managed Accounts$10,764,00020
Total fiduciary and related assets$99,562,000,00019
Managed Assets ($)$47,392,000,00015
Non-managed Assets ($)$52,170,000,00017
Memoranda
Gross Fiduciary activities income$243,000,00019
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$29,178,00023
Number of Managed Accounts$18,507,00017
Number of Non-Managed Accounts$10,671,00020
Total fiduciary and related assets$93,834,000,00019
Managed Assets ($)$45,366,000,00015
Non-managed Assets ($)$48,468,000,00017
Memoranda
Gross Fiduciary activities income$179,000,00020
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$29,170,00023
Number of Managed Accounts$18,518,00017
Number of Non-Managed Accounts$10,652,00020
Total fiduciary and related assets$65,877,000,00022
Managed Assets ($)$33,875,000,00017
Non-managed Assets ($)$32,002,000,00019
Memoranda
Gross Fiduciary activities income$116,000,00020
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$29,234,00023
Number of Managed Accounts$18,515,00017
Number of Non-Managed Accounts$10,719,00020
Total fiduciary and related assets$65,551,000,00021
Managed Assets ($)$33,067,000,00017
Non-managed Assets ($)$32,484,000,00019
Memoranda
Gross Fiduciary activities income$57,000,00020
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$29,277,00023
Number of Managed Accounts$18,625,00018
Number of Non-Managed Accounts$10,652,00019
Total fiduciary and related assets$63,525,602,00020
Managed Assets ($)$31,262,327,00017
Non-managed Assets ($)$32,263,275,00019
Memoranda
Gross Fiduciary activities income$235,339,00020
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$33,265,00021
Number of Managed Accounts$19,279,00017
Number of Non-Managed Accounts$13,986,00018
Total fiduciary and related assets$67,238,948,00020
Managed Assets ($)$33,348,126,00016
Non-managed Assets ($)$33,890,822,00019
Memoranda
Gross Fiduciary activities income$175,038,00021
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$33,602,00019
Number of Managed Accounts$19,119,00017
Number of Non-Managed Accounts$14,483,00017
Total fiduciary and related assets$67,216,927,00020
Managed Assets ($)$32,384,464,00016
Non-managed Assets ($)$34,832,463,00019
Memoranda
Gross Fiduciary activities income$115,952,00022
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$33,338,00020
Number of Managed Accounts$18,924,00017
Number of Non-Managed Accounts$14,414,00018
Total fiduciary and related assets$69,367,405,00020
Managed Assets ($)$32,603,044,00016
Non-managed Assets ($)$36,764,361,00019
Memoranda
Gross Fiduciary activities income$57,711,00021
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$33,296,00020
Number of Managed Accounts$18,761,00017
Number of Non-Managed Accounts$14,535,00018
Total fiduciary and related assets$71,408,959,00019
Managed Assets ($)$33,245,164,00017
Non-managed Assets ($)$38,163,795,00019
Memoranda
Gross Fiduciary activities income$229,984,00020
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$29,753,00022
Number of Managed Accounts$18,028,00018
Number of Non-Managed Accounts$11,725,00018
Total fiduciary and related assets$67,463,377,00019
Managed Assets ($)$31,543,875,00017
Non-managed Assets ($)$35,919,502,00018
Memoranda
Gross Fiduciary activities income$170,946,00020
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$29,690,00022
Number of Managed Accounts$17,873,00016
Number of Non-Managed Accounts$11,817,00018
Total fiduciary and related assets$66,951,480,00019
Managed Assets ($)$30,733,422,00017
Non-managed Assets ($)$36,218,058,00018
Memoranda
Gross Fiduciary activities income$112,708,00021
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$29,687,00022
Number of Managed Accounts$17,970,00016
Number of Non-Managed Accounts$11,717,00018
Total fiduciary and related assets$67,731,454,00019
Managed Assets ($)$29,675,723,00018
Non-managed Assets ($)$38,055,731,00018
Memoranda
Gross Fiduciary activities income$56,281,00020
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$29,860,00022
Number of Managed Accounts$17,934,00016
Number of Non-Managed Accounts$11,926,00018
Total fiduciary and related assets$69,333,146,00018
Managed Assets ($)$28,523,852,00018
Non-managed Assets ($)$40,809,294,00017
Memoranda
Gross Fiduciary activities income$212,561,00020
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$29,469,00022
Number of Managed Accounts$17,803,00016
Number of Non-Managed Accounts$11,666,00017
Total fiduciary and related assets$69,146,926,00017
Managed Assets ($)$28,578,553,00019
Non-managed Assets ($)$40,568,373,00016
Memoranda
Gross Fiduciary activities income$156,287,00020
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$29,490,00021
Number of Managed Accounts$17,813,00016
Number of Non-Managed Accounts$11,677,00017
Total fiduciary and related assets$69,009,372,00017
Managed Assets ($)$28,668,365,00018
Non-managed Assets ($)$40,341,007,00016
Memoranda
Gross Fiduciary activities income$102,200,00021
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$29,403,00022
Number of Managed Accounts$17,757,00016
Number of Non-Managed Accounts$11,646,00017
Total fiduciary and related assets$67,446,517,00017
Managed Assets ($)$27,633,657,00019
Non-managed Assets ($)$39,812,860,00016
Memoranda
Gross Fiduciary activities income$50,138,00021
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$29,106,00021
Number of Managed Accounts$17,789,00017
Number of Non-Managed Accounts$11,317,00016
Total fiduciary and related assets$67,029,631,00017
Managed Assets ($)$27,605,760,00019
Non-managed Assets ($)$39,423,871,00016
Memoranda
Gross Fiduciary activities income$190,712,00022
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$28,570,00021
Number of Managed Accounts$17,759,00017
Number of Non-Managed Accounts$10,811,00016
Total fiduciary and related assets$65,697,438,00017
Managed Assets ($)$26,607,323,00019
Non-managed Assets ($)$39,090,115,00016
Memoranda
Gross Fiduciary activities income$142,204,00023
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$28,252,00021
Number of Managed Accounts$17,732,00018
Number of Non-Managed Accounts$10,520,00016
Total fiduciary and related assets$65,151,440,00017
Managed Assets ($)$26,945,197,00018
Non-managed Assets ($)$38,206,243,00017
Memoranda
Gross Fiduciary activities income$95,681,00023
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$28,112,00021
Number of Managed Accounts$17,574,00017
Number of Non-Managed Accounts$10,538,00017
Total fiduciary and related assets$63,709,342,00018
Managed Assets ($)$26,987,282,00019
Non-managed Assets ($)$36,722,060,00019
Memoranda
Gross Fiduciary activities income$48,161,00023
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$28,094,00022
Number of Managed Accounts$17,549,00016
Number of Non-Managed Accounts$10,545,00018
Total fiduciary and related assets$61,297,474,00019
Managed Assets ($)$26,863,128,00019
Non-managed Assets ($)$34,434,346,00019
Memoranda
Gross Fiduciary activities income$181,491,00023
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$28,107,00023
Number of Managed Accounts$17,496,00016
Number of Non-Managed Accounts$10,611,00018
Total fiduciary and related assets$60,223,464,00019
Managed Assets ($)$26,435,613,00018
Non-managed Assets ($)$33,787,851,00019
Memoranda
Gross Fiduciary activities income$135,696,00023
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$28,135,00024
Number of Managed Accounts$17,538,00016
Number of Non-Managed Accounts$10,597,00018
Total fiduciary and related assets$58,767,182,00020
Managed Assets ($)$26,475,144,00018
Non-managed Assets ($)$32,292,038,00019
Memoranda
Gross Fiduciary activities income$91,371,00023
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$28,086,00025
Number of Managed Accounts$17,486,00016
Number of Non-Managed Accounts$10,600,00019
Total fiduciary and related assets$58,141,650,00021
Managed Assets ($)$25,860,141,00019
Non-managed Assets ($)$32,281,509,00020
Memoranda
Gross Fiduciary activities income$46,425,00024
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$28,251,00022
Number of Managed Accounts$17,543,00016
Number of Non-Managed Accounts$10,708,00018
Total fiduciary and related assets$57,588,323,00021
Managed Assets ($)$25,538,374,00019
Non-managed Assets ($)$32,049,949,00020
Memoranda
Gross Fiduciary activities income$185,652,00024
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$28,365,00023
Number of Managed Accounts$17,666,00017
Number of Non-Managed Accounts$10,699,00018
Total fiduciary and related assets$58,040,399,00022
Managed Assets ($)$27,467,192,00020
Non-managed Assets ($)$30,573,207,00020
Memoranda
Gross Fiduciary activities income$139,399,00023
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$28,414,00023
Number of Managed Accounts$17,726,00016
Number of Non-Managed Accounts$10,688,00019
Total fiduciary and related assets$57,461,312,00022
Managed Assets ($)$27,235,937,00018
Non-managed Assets ($)$30,225,375,00020
Memoranda
Gross Fiduciary activities income$92,312,00023
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$28,547,00023
Number of Managed Accounts$17,866,00016
Number of Non-Managed Accounts$10,681,00019
Total fiduciary and related assets$59,383,362,00020
Managed Assets ($)$27,502,932,00019
Non-managed Assets ($)$31,880,430,00019
Memoranda
Gross Fiduciary activities income$45,713,00023
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$28,590,00022
Number of Managed Accounts$18,086,00015
Number of Non-Managed Accounts$10,504,00020
Total fiduciary and related assets$57,433,098,00020
Managed Assets ($)$27,182,460,00018
Non-managed Assets ($)$30,250,638,00018
Memoranda
Gross Fiduciary activities income$182,614,00022
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$28,586,00022
Number of Managed Accounts$18,095,00015
Number of Non-Managed Accounts$10,491,00019
Total fiduciary and related assets$56,093,199,00021
Managed Assets ($)$26,059,358,00019
Non-managed Assets ($)$30,033,841,00018
Memoranda
Gross Fiduciary activities income$137,780,00022
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$28,936,00022
Number of Managed Accounts$18,609,00014
Number of Non-Managed Accounts$10,327,00019
Total fiduciary and related assets$55,796,333,00019
Managed Assets ($)$26,201,491,00017
Non-managed Assets ($)$29,594,842,00018
Memoranda
Gross Fiduciary activities income$93,234,00021
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$29,187,00021
Number of Managed Accounts$18,797,00014
Number of Non-Managed Accounts$10,390,00018
Total fiduciary and related assets$56,307,500,00018
Managed Assets ($)$26,793,603,00018
Non-managed Assets ($)$29,513,897,00017
Memoranda
Gross Fiduciary activities income$45,377,00021
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$29,396,00020
Number of Managed Accounts$18,919,00013
Number of Non-Managed Accounts$10,477,00019
Total fiduciary and related assets$53,987,567,00019
Managed Assets ($)$25,885,550,00017
Non-managed Assets ($)$28,102,017,00017
Memoranda
Gross Fiduciary activities income$185,057,00017
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$29,654,00021
Number of Managed Accounts$19,157,00015
Number of Non-Managed Accounts$10,497,00018
Total fiduciary and related assets$53,916,554,00020
Managed Assets ($)$25,162,308,00018
Non-managed Assets ($)$28,754,246,00017
Memoranda
Gross Fiduciary activities income$139,575,00018
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$29,913,00019
Number of Managed Accounts$19,438,00014
Number of Non-Managed Accounts$10,475,00018
Total fiduciary and related assets$56,758,129,00019
Managed Assets ($)$26,913,462,00017
Non-managed Assets ($)$29,844,667,00018
Memoranda
Gross Fiduciary activities income$94,272,00019
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$30,134,00018
Number of Managed Accounts$20,426,00013
Number of Non-Managed Accounts$9,708,00018
Total fiduciary and related assets$57,445,327,00019
Managed Assets ($)$28,558,295,00017
Non-managed Assets ($)$28,887,032,00018
Memoranda
Gross Fiduciary activities income$46,997,00019
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$30,300,00019
Number of Managed Accounts$20,576,00012
Number of Non-Managed Accounts$9,724,00020
Total fiduciary and related assets$55,955,199,00020
Managed Assets ($)$27,595,597,00017
Non-managed Assets ($)$28,359,602,00018
Memoranda
Gross Fiduciary activities income$183,320,00019
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$29,793,00018
Number of Managed Accounts$20,611,00011
Number of Non-Managed Accounts$9,182,00019
Total fiduciary and related assets$52,927,646,00022
Managed Assets ($)$26,116,607,00017
Non-managed Assets ($)$26,811,039,00019
Memoranda
Gross Fiduciary activities income$136,539,00019
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$30,264,00018
Number of Managed Accounts$20,748,00011
Number of Non-Managed Accounts$9,516,00020
Total fiduciary and related assets$50,959,195,00023
Managed Assets ($)$25,078,927,00017
Non-managed Assets ($)$25,880,268,00019
Memoranda
Gross Fiduciary activities income$91,032,00019
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$31,016,00017
Number of Managed Accounts$20,935,00011
Number of Non-Managed Accounts$10,081,00020
Total fiduciary and related assets$52,766,959,00022
Managed Assets ($)$26,038,735,00017
Non-managed Assets ($)$26,728,224,00020
Memoranda
Gross Fiduciary activities income$44,689,00019
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$31,687,00018
Number of Managed Accounts$21,272,00011
Number of Non-Managed Accounts$10,415,00020
Total fiduciary and related assets$51,190,309,00023
Managed Assets ($)$25,781,073,00018
Non-managed Assets ($)$25,409,236,00021
Memoranda
Gross Fiduciary activities income$176,186,00020
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$32,106,00020
Number of Managed Accounts$21,592,00016
Number of Non-Managed Accounts$10,514,00021
Total fiduciary and related assets$50,410,802,00023
Managed Assets ($)$26,019,426,00020
Non-managed Assets ($)$24,391,376,00021
Memoranda
Gross Fiduciary activities income$131,609,00021
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$32,707,00020
Number of Managed Accounts$21,965,00015
Number of Non-Managed Accounts$10,742,00021
Total fiduciary and related assets$48,343,821,00023
Managed Assets ($)$24,357,866,00021
Non-managed Assets ($)$23,985,955,00022
Memoranda
Gross Fiduciary activities income$85,402,00021
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$33,299,00020
Number of Managed Accounts$22,358,00016
Number of Non-Managed Accounts$10,941,00020
Total fiduciary and related assets$45,007,014,00024
Managed Assets ($)$23,184,847,00021
Non-managed Assets ($)$21,822,167,00022
Memoranda
Gross Fiduciary activities income$41,525,00022
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$36,817,00021
Number of Managed Accounts$22,657,00016
Number of Non-Managed Accounts$14,160,00019
Total fiduciary and related assets$46,756,079,00024
Managed Assets ($)$24,624,526,00021
Non-managed Assets ($)$22,131,553,00022
Memoranda
Gross Fiduciary activities income$206,876,00019
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$38,119,00017
Number of Managed Accounts$23,009,00014
Number of Non-Managed Accounts$15,110,00019
Total fiduciary and related assets$53,366,329,00023
Managed Assets ($)$26,904,617,00020
Non-managed Assets ($)$26,461,712,00022
Memoranda
Gross Fiduciary activities income$161,884,00021
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$38,262,00018
Number of Managed Accounts$23,442,00013
Number of Non-Managed Accounts$14,820,00020
Total fiduciary and related assets$56,120,290,00025
Managed Assets ($)$27,810,034,00021
Non-managed Assets ($)$28,310,256,00024
Memoranda
Gross Fiduciary activities income$101,622,00022
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$39,096,00017
Number of Managed Accounts$23,783,00013
Number of Non-Managed Accounts$15,313,00019
Total fiduciary and related assets$59,412,883,00024
Managed Assets ($)$28,327,815,00020
Non-managed Assets ($)$31,085,068,00023
Memoranda
Gross Fiduciary activities income$49,529,00021
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$38,723,00017
Number of Managed Accounts$23,877,00014
Number of Non-Managed Accounts$14,846,00019
Total fiduciary and related assets$60,617,988,00024
Managed Assets ($)$29,179,102,00021
Non-managed Assets ($)$31,438,886,00023
Memoranda
Gross Fiduciary activities income$212,680,00021
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$38,593,00017
Number of Managed Accounts$23,629,00013
Number of Non-Managed Accounts$14,964,00019
Total fiduciary and related assets$58,609,864,00025
Managed Assets ($)$30,184,983,00021
Non-managed Assets ($)$28,424,881,00024
Memoranda
Gross Fiduciary activities income$159,482,00021
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$47,359,00014
Number of Managed Accounts$23,954,00012
Number of Non-Managed Accounts$23,405,00013
Total fiduciary and related assets$53,533,551,00026
Managed Assets ($)$29,541,087,00021
Non-managed Assets ($)$23,992,464,00025
Memoranda
Gross Fiduciary activities income$106,163,00023
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$47,347,00015
Number of Managed Accounts$24,021,00013
Number of Non-Managed Accounts$23,326,00013
Total fiduciary and related assets$53,306,801,00026
Managed Assets ($)$29,116,768,00023
Non-managed Assets ($)$24,190,033,00025
Memoranda
Gross Fiduciary activities income$52,665,00024
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$47,122,00015
Number of Managed Accounts$24,117,00012
Number of Non-Managed Accounts$23,005,00013
Total fiduciary and related assets$49,944,707,00026
Managed Assets ($)$29,104,897,00023
Non-managed Assets ($)$20,839,810,00027
Memoranda
Gross Fiduciary activities income$127,027,00030
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$32,803,00022
Number of Managed Accounts$12,797,00020
Number of Non-Managed Accounts$20,006,00014
Total fiduciary and related assets$26,332,549,00036
Managed Assets ($)$13,253,552,00034
Non-managed Assets ($)$13,078,997,00036
Memoranda
Gross Fiduciary activities income$83,154,00031
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$33,228,00020
Number of Managed Accounts$11,964,00021
Number of Non-Managed Accounts$21,264,00014
Total fiduciary and related assets$23,848,244,00036
Managed Assets ($)$11,143,760,00036
Non-managed Assets ($)$12,704,484,00037
Memoranda
Gross Fiduciary activities income$55,020,00031
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$25,811,00022
Number of Managed Accounts$12,387,00020
Number of Non-Managed Accounts$13,424,00019
Total fiduciary and related assets$22,160,758,00039
Managed Assets ($)$11,293,452,00035
Non-managed Assets ($)$10,867,306,00038
Memoranda
Gross Fiduciary activities income$27,277,00032
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$24,257,00025
Number of Managed Accounts$12,377,00025
Number of Non-Managed Accounts$11,880,00022
Total fiduciary and related assets$21,313,856,00039
Managed Assets ($)$11,031,379,00036
Non-managed Assets ($)$10,282,477,00041
Memoranda
Gross Fiduciary activities income$85,882,00038
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$24,192,00022
Number of Managed Accounts$12,490,00022
Number of Non-Managed Accounts$11,702,00022
Total fiduciary and related assets$21,319,322,00039
Managed Assets ($)$11,070,113,00037
Non-managed Assets ($)$10,249,209,00041
Memoranda
Gross Fiduciary activities income$61,875,00040
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$21,344,00026
Number of Managed Accounts$11,163,00023
Number of Non-Managed Accounts$10,181,00027
Total fiduciary and related assets$18,898,574,00042
Managed Assets ($)$9,971,306,00037
Non-managed Assets ($)$8,927,268,00041
Memoranda
Gross Fiduciary activities income$36,521,00041
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$14,543,00038
Number of Managed Accounts$7,157,00032
Number of Non-Managed Accounts$7,386,00029
Total fiduciary and related assets$12,138,177,00054
Managed Assets ($)$7,308,113,00049
Non-managed Assets ($)$4,830,064,00055
Memoranda
Gross Fiduciary activities income$17,211,00043
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$14,461,00040
Number of Managed Accounts$7,210,00034
Number of Non-Managed Accounts$7,251,00032
Total fiduciary and related assets$13,311,388,00053
Managed Assets ($)$7,220,757,00050
Non-managed Assets ($)$6,090,631,00051
Memoranda
Gross Fiduciary activities income$67,318,00041
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$14,346,00038
Number of Managed Accounts$7,238,00032
Number of Non-Managed Accounts$7,108,00029
Total fiduciary and related assets$12,618,673,00053
Managed Assets ($)$7,159,936,00048
Non-managed Assets ($)$5,458,737,00052
Memoranda
Gross Fiduciary activities income$50,662,00041
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$14,241,00037
Number of Managed Accounts$7,370,00032
Number of Non-Managed Accounts$6,871,00030
Total fiduciary and related assets$12,090,469,00057
Managed Assets ($)$6,989,607,00050
Non-managed Assets ($)$5,100,862,00058
Memoranda
Gross Fiduciary activities income$32,798,00043
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$14,381,00035
Number of Managed Accounts$7,384,00031
Number of Non-Managed Accounts$6,997,00030
Total fiduciary and related assets$10,817,483,00060
Managed Assets ($)$5,688,085,00058
Non-managed Assets ($)$5,129,398,00057
Memoranda
Gross Fiduciary activities income$15,992,00044
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$14,723,00037
Number of Managed Accounts$7,445,00034
Number of Non-Managed Accounts$7,278,00032
Total fiduciary and related assets$10,767,622,00063
Managed Assets ($)$5,696,932,00059
Non-managed Assets ($)$5,070,690,00058
Memoranda
Gross Fiduciary activities income$56,234,00047
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$14,938,00035
Number of Managed Accounts$7,524,00031
Number of Non-Managed Accounts$7,414,00029
Total fiduciary and related assets$10,544,902,00063
Managed Assets ($)$5,507,195,00060
Non-managed Assets ($)$5,037,707,00062
Memoranda
Gross Fiduciary activities income$42,293,00047
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$15,182,00037
Number of Managed Accounts$7,700,00030
Number of Non-Managed Accounts$7,482,00033
Total fiduciary and related assets$11,114,335,00064
Managed Assets ($)$6,030,226,00058
Non-managed Assets ($)$5,084,109,00066
Memoranda
Gross Fiduciary activities income$27,779,00046
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$15,264,00034
Number of Managed Accounts$7,704,00028
Number of Non-Managed Accounts$7,560,00031
Total fiduciary and related assets$10,624,032,00063
Managed Assets ($)$5,871,706,00054
Non-managed Assets ($)$4,752,326,00065
Memoranda
Gross Fiduciary activities income$14,056,00047
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$15,395,00034
Number of Managed Accounts$7,773,00030
Number of Non-Managed Accounts$7,622,00031
Total fiduciary and related assets$11,599,570,00060
Managed Assets ($)$5,953,116,00054
Non-managed Assets ($)$5,646,454,00057
Memoranda
Gross Fiduciary activities income$60,104,00045
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$16,043,00029
Number of Managed Accounts$8,183,00028
Number of Non-Managed Accounts$7,860,00024
Total fiduciary and related assets$14,511,993,00049
Managed Assets ($)$8,519,934,00043
Non-managed Assets ($)$5,992,059,00051
Memoranda
Gross Fiduciary activities income$57,069,00051
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$58,054,00046
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$53,906,00049
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$55,413,00052
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$26,411,00082
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$21,706,00094
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$21,005,00096
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$19,350,000102
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$18,219,000101
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$16,801,000106