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The Huntington National Bank, Fiduciary and Related Services

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$19,804,00028
Number of Managed Accounts$13,593,00020
Number of Non-Managed Accounts$6,211,00023
Total fiduciary and related assets$42,587,731,00028
Managed Assets ($)$15,753,546,00028
Non-managed Assets ($)$26,834,185,00022
Memoranda
Gross Fiduciary activities income$36,444,00028
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$19,796,00028
Number of Managed Accounts$13,514,00021
Number of Non-Managed Accounts$6,282,00023
Total fiduciary and related assets$44,339,112,00029
Managed Assets ($)$17,536,158,00028
Non-managed Assets ($)$26,802,954,00024
Memoranda
Gross Fiduciary activities income$140,828,00028
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$19,743,00029
Number of Managed Accounts$13,571,00021
Number of Non-Managed Accounts$6,172,00022
Total fiduciary and related assets$45,786,262,00028
Managed Assets ($)$16,819,623,00030
Non-managed Assets ($)$28,966,639,00022
Memoranda
Gross Fiduciary activities income$103,909,00030
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$19,264,00029
Number of Managed Accounts$13,519,00021
Number of Non-Managed Accounts$5,745,00022
Total fiduciary and related assets$45,136,080,00027
Managed Assets ($)$16,523,807,00030
Non-managed Assets ($)$28,612,273,00020
Memoranda
Gross Fiduciary activities income$69,538,00029
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$19,889,00029
Number of Managed Accounts$13,444,00021
Number of Non-Managed Accounts$6,445,00022
Total fiduciary and related assets$45,378,294,00026
Managed Assets ($)$16,367,464,00030
Non-managed Assets ($)$29,010,830,00020
Memoranda
Gross Fiduciary activities income$35,279,00029
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$19,839,00029
Number of Managed Accounts$13,408,00022
Number of Non-Managed Accounts$6,431,00022
Total fiduciary and related assets$42,373,296,00027
Managed Assets ($)$15,319,992,00030
Non-managed Assets ($)$27,053,304,00020
Memoranda
Gross Fiduciary activities income$138,446,00029
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$19,902,00029
Number of Managed Accounts$13,612,00022
Number of Non-Managed Accounts$6,290,00021
Total fiduciary and related assets$46,114,079,00028
Managed Assets ($)$17,223,970,00027
Non-managed Assets ($)$28,890,109,00020
Memoranda
Gross Fiduciary activities income$105,178,00029
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$19,378,00028
Number of Managed Accounts$13,488,00022
Number of Non-Managed Accounts$5,890,00020
Total fiduciary and related assets$46,148,538,00027
Managed Assets ($)$17,946,376,00027
Non-managed Assets ($)$28,202,162,00021
Memoranda
Gross Fiduciary activities income$70,692,00027
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$20,343,00029
Number of Managed Accounts$13,607,00022
Number of Non-Managed Accounts$6,736,00022
Total fiduciary and related assets$47,479,672,00025
Managed Assets ($)$18,080,540,00027
Non-managed Assets ($)$29,399,132,00020
Memoranda
Gross Fiduciary activities income$36,334,00027
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$20,357,00029
Number of Managed Accounts$13,568,00022
Number of Non-Managed Accounts$6,789,00023
Total fiduciary and related assets$47,129,319,00025
Managed Assets ($)$18,285,224,00028
Non-managed Assets ($)$28,844,095,00020
Memoranda
Gross Fiduciary activities income$130,201,00028
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$20,374,00028
Number of Managed Accounts$13,663,00023
Number of Non-Managed Accounts$6,711,00023
Total fiduciary and related assets$44,381,661,00027
Managed Assets ($)$17,979,743,00028
Non-managed Assets ($)$26,401,918,00023
Memoranda
Gross Fiduciary activities income$97,366,00028
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$20,262,00028
Number of Managed Accounts$13,777,00022
Number of Non-Managed Accounts$6,485,00023
Total fiduciary and related assets$41,239,951,00028
Managed Assets ($)$17,556,897,00026
Non-managed Assets ($)$23,683,054,00024
Memoranda
Gross Fiduciary activities income$65,155,00028
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$20,731,00028
Number of Managed Accounts$13,901,00022
Number of Non-Managed Accounts$6,830,00023
Total fiduciary and related assets$41,240,847,00027
Managed Assets ($)$17,370,826,00026
Non-managed Assets ($)$23,870,021,00023
Memoranda
Gross Fiduciary activities income$33,378,00027
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$20,855,00028
Number of Managed Accounts$13,942,00022
Number of Non-Managed Accounts$6,913,00024
Total fiduciary and related assets$40,572,696,00025
Managed Assets ($)$16,921,606,00026
Non-managed Assets ($)$23,651,090,00023
Memoranda
Gross Fiduciary activities income$105,935,00031
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$21,322,00027
Number of Managed Accounts$14,158,00022
Number of Non-Managed Accounts$7,164,00021
Total fiduciary and related assets$42,812,306,00023
Managed Assets ($)$17,311,438,00026
Non-managed Assets ($)$25,500,868,00022
Memoranda
Gross Fiduciary activities income$72,377,00034
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$17,157,00029
Number of Managed Accounts$10,225,00027
Number of Non-Managed Accounts$6,932,00022
Total fiduciary and related assets$35,342,654,00029
Managed Assets ($)$12,175,501,00033
Non-managed Assets ($)$23,167,153,00024
Memoranda
Gross Fiduciary activities income$44,001,00035
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$17,374,00028
Number of Managed Accounts$10,280,00027
Number of Non-Managed Accounts$7,094,00022
Total fiduciary and related assets$34,677,868,00030
Managed Assets ($)$11,886,351,00033
Non-managed Assets ($)$22,791,517,00024
Memoranda
Gross Fiduciary activities income$22,093,00035
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$17,384,00027
Number of Managed Accounts$10,325,00026
Number of Non-Managed Accounts$7,059,00022
Total fiduciary and related assets$33,099,795,00029
Managed Assets ($)$11,801,551,00032
Non-managed Assets ($)$21,298,244,00024
Memoranda
Gross Fiduciary activities income$86,969,00033
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$17,633,00027
Number of Managed Accounts$10,531,00026
Number of Non-Managed Accounts$7,102,00021
Total fiduciary and related assets$31,296,900,00030
Managed Assets ($)$11,770,599,00032
Non-managed Assets ($)$19,526,301,00025
Memoranda
Gross Fiduciary activities income$65,719,00033
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$17,923,00027
Number of Managed Accounts$10,740,00027
Number of Non-Managed Accounts$7,183,00018
Total fiduciary and related assets$32,516,813,00029
Managed Assets ($)$12,611,582,00033
Non-managed Assets ($)$19,905,231,00025
Memoranda
Gross Fiduciary activities income$44,771,00034
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$17,881,00027
Number of Managed Accounts$10,377,00026
Number of Non-Managed Accounts$7,504,00019
Total fiduciary and related assets$34,785,256,00027
Managed Assets ($)$12,654,992,00032
Non-managed Assets ($)$22,130,264,00024
Memoranda
Gross Fiduciary activities income$23,237,00034
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$18,128,00028
Number of Managed Accounts$10,581,00023
Number of Non-Managed Accounts$7,547,00021
Total fiduciary and related assets$32,284,679,00029
Managed Assets ($)$12,486,015,00031
Non-managed Assets ($)$19,798,664,00024
Memoranda
Gross Fiduciary activities income$88,856,00033
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$18,459,00028
Number of Managed Accounts$10,698,00022
Number of Non-Managed Accounts$7,761,00020
Total fiduciary and related assets$32,764,398,00026
Managed Assets ($)$12,473,185,00031
Non-managed Assets ($)$20,291,213,00024
Memoranda
Gross Fiduciary activities income$66,276,00032
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$18,664,00028
Number of Managed Accounts$10,795,00021
Number of Non-Managed Accounts$7,869,00020
Total fiduciary and related assets$32,680,664,00028
Managed Assets ($)$12,668,995,00031
Non-managed Assets ($)$20,011,669,00024
Memoranda
Gross Fiduciary activities income$44,746,00033
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$18,936,00029
Number of Managed Accounts$10,856,00021
Number of Non-Managed Accounts$8,080,00021
Total fiduciary and related assets$32,880,046,00027
Managed Assets ($)$12,348,295,00032
Non-managed Assets ($)$20,531,751,00024
Memoranda
Gross Fiduciary activities income$21,894,00033
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$19,420,00028
Number of Managed Accounts$10,936,00021
Number of Non-Managed Accounts$8,484,00021
Total fiduciary and related assets$34,252,112,00027
Managed Assets ($)$12,426,147,00032
Non-managed Assets ($)$21,825,965,00024
Memoranda
Gross Fiduciary activities income$84,122,00034
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$19,308,00029
Number of Managed Accounts$10,973,00021
Number of Non-Managed Accounts$8,335,00021
Total fiduciary and related assets$33,231,896,00027
Managed Assets ($)$12,091,648,00032
Non-managed Assets ($)$21,140,248,00024
Memoranda
Gross Fiduciary activities income$62,723,00032
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$19,214,00029
Number of Managed Accounts$10,975,00020
Number of Non-Managed Accounts$8,239,00022
Total fiduciary and related assets$32,632,675,00027
Managed Assets ($)$11,811,261,00031
Non-managed Assets ($)$20,821,414,00024
Memoranda
Gross Fiduciary activities income$42,008,00031
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$19,244,00029
Number of Managed Accounts$11,025,00020
Number of Non-Managed Accounts$8,219,00022
Total fiduciary and related assets$33,220,387,00027
Managed Assets ($)$12,037,621,00030
Non-managed Assets ($)$21,182,766,00024
Memoranda
Gross Fiduciary activities income$21,390,00031
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$19,195,00028
Number of Managed Accounts$11,000,00019
Number of Non-Managed Accounts$8,195,00024
Total fiduciary and related assets$33,302,681,00026
Managed Assets ($)$11,488,689,00031
Non-managed Assets ($)$21,813,992,00023
Memoranda
Gross Fiduciary activities income$83,629,00031
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$19,248,00028
Number of Managed Accounts$11,148,00019
Number of Non-Managed Accounts$8,100,00022
Total fiduciary and related assets$24,998,410,00030
Managed Assets ($)$11,444,859,00031
Non-managed Assets ($)$13,553,551,00029
Memoranda
Gross Fiduciary activities income$62,063,00031
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$19,257,00027
Number of Managed Accounts$11,231,00018
Number of Non-Managed Accounts$8,026,00022
Total fiduciary and related assets$24,038,240,00031
Managed Assets ($)$10,824,004,00031
Non-managed Assets ($)$13,214,236,00028
Memoranda
Gross Fiduciary activities income$41,845,00031
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$18,982,00027
Number of Managed Accounts$11,113,00019
Number of Non-Managed Accounts$7,869,00024
Total fiduciary and related assets$22,335,912,00034
Managed Assets ($)$10,808,102,00032
Non-managed Assets ($)$11,527,810,00030
Memoranda
Gross Fiduciary activities income$21,378,00031
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$18,827,00025
Number of Managed Accounts$11,202,00019
Number of Non-Managed Accounts$7,625,00024
Total fiduciary and related assets$20,959,636,00034
Managed Assets ($)$10,397,050,00030
Non-managed Assets ($)$10,562,586,00031
Memoranda
Gross Fiduciary activities income$81,672,00028
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$18,787,00027
Number of Managed Accounts$11,311,00020
Number of Non-Managed Accounts$7,476,00022
Total fiduciary and related assets$21,351,153,00033
Managed Assets ($)$10,418,018,00030
Non-managed Assets ($)$10,933,135,00031
Memoranda
Gross Fiduciary activities income$61,846,00028
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$17,533,00028
Number of Managed Accounts$11,302,00019
Number of Non-Managed Accounts$6,231,00027
Total fiduciary and related assets$21,426,225,00036
Managed Assets ($)$10,890,213,00031
Non-managed Assets ($)$10,536,012,00035
Memoranda
Gross Fiduciary activities income$41,942,00028
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$17,693,00027
Number of Managed Accounts$11,329,00018
Number of Non-Managed Accounts$6,364,00027
Total fiduciary and related assets$22,183,334,00034
Managed Assets ($)$10,660,885,00031
Non-managed Assets ($)$11,522,449,00032
Memoranda
Gross Fiduciary activities income$21,567,00029
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$17,298,00028
Number of Managed Accounts$11,269,00019
Number of Non-Managed Accounts$6,029,00028
Total fiduciary and related assets$21,889,296,00035
Managed Assets ($)$10,268,047,00032
Non-managed Assets ($)$11,621,249,00031
Memoranda
Gross Fiduciary activities income$78,465,00030
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$17,212,00025
Number of Managed Accounts$11,342,00018
Number of Non-Managed Accounts$5,870,00027
Total fiduciary and related assets$20,928,983,00035
Managed Assets ($)$9,611,404,00033
Non-managed Assets ($)$11,317,579,00031
Memoranda
Gross Fiduciary activities income$58,295,00030
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$17,141,00025
Number of Managed Accounts$11,392,00018
Number of Non-Managed Accounts$5,749,00029
Total fiduciary and related assets$20,374,042,00035
Managed Assets ($)$8,961,924,00033
Non-managed Assets ($)$11,412,118,00030
Memoranda
Gross Fiduciary activities income$39,596,00029
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$17,255,00027
Number of Managed Accounts$11,376,00017
Number of Non-Managed Accounts$5,879,00030
Total fiduciary and related assets$21,781,718,00033
Managed Assets ($)$9,281,048,00033
Non-managed Assets ($)$12,500,670,00029
Memoranda
Gross Fiduciary activities income$19,444,00028
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$17,354,00029
Number of Managed Accounts$11,471,00019
Number of Non-Managed Accounts$5,883,00033
Total fiduciary and related assets$20,395,393,00034
Managed Assets ($)$9,269,378,00034
Non-managed Assets ($)$11,126,015,00032
Memoranda
Gross Fiduciary activities income$73,012,00033
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$17,422,00033
Number of Managed Accounts$11,529,00020
Number of Non-Managed Accounts$5,893,00033
Total fiduciary and related assets$19,589,068,00036
Managed Assets ($)$9,212,080,00038
Non-managed Assets ($)$10,376,988,00035
Memoranda
Gross Fiduciary activities income$53,920,00034
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$17,474,00031
Number of Managed Accounts$11,549,00019
Number of Non-Managed Accounts$5,925,00033
Total fiduciary and related assets$18,508,074,00036
Managed Assets ($)$8,704,757,00040
Non-managed Assets ($)$9,803,317,00035
Memoranda
Gross Fiduciary activities income$35,931,00037
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$17,769,00030
Number of Managed Accounts$11,802,00019
Number of Non-Managed Accounts$5,967,00032
Total fiduciary and related assets$21,023,652,00034
Managed Assets ($)$11,747,200,00028
Non-managed Assets ($)$9,276,452,00035
Memoranda
Gross Fiduciary activities income$20,275,00028
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$17,897,00031
Number of Managed Accounts$11,875,00020
Number of Non-Managed Accounts$6,022,00033
Total fiduciary and related assets$22,105,023,00034
Managed Assets ($)$12,784,732,00028
Non-managed Assets ($)$9,320,291,00036
Memoranda
Gross Fiduciary activities income$106,154,00025
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$17,961,00031
Number of Managed Accounts$11,999,00020
Number of Non-Managed Accounts$5,962,00030
Total fiduciary and related assets$24,169,273,00035
Managed Assets ($)$13,675,539,00026
Non-managed Assets ($)$10,493,734,00036
Memoranda
Gross Fiduciary activities income$83,090,00028
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$17,683,00032
Number of Managed Accounts$12,054,00021
Number of Non-Managed Accounts$5,629,00033
Total fiduciary and related assets$25,684,971,00038
Managed Assets ($)$13,938,830,00029
Non-managed Assets ($)$11,746,141,00039
Memoranda
Gross Fiduciary activities income$56,958,00030
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$17,869,00032
Number of Managed Accounts$12,148,00019
Number of Non-Managed Accounts$5,721,00030
Total fiduciary and related assets$26,786,976,00034
Managed Assets ($)$14,046,332,00029
Non-managed Assets ($)$12,740,644,00035
Memoranda
Gross Fiduciary activities income$29,022,00028
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$18,011,00031
Number of Managed Accounts$12,371,00022
Number of Non-Managed Accounts$5,640,00032
Total fiduciary and related assets$28,749,614,00035
Managed Assets ($)$15,490,746,00030
Non-managed Assets ($)$13,258,868,00034
Memoranda
Gross Fiduciary activities income$101,650,00030
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$17,922,00032
Number of Managed Accounts$12,330,00021
Number of Non-Managed Accounts$5,592,00031
Total fiduciary and related assets$28,728,310,00035
Managed Assets ($)$15,627,650,00031
Non-managed Assets ($)$13,100,660,00035
Memoranda
Gross Fiduciary activities income$71,541,00033
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$13,000,00038
Number of Managed Accounts$8,203,00027
Number of Non-Managed Accounts$4,797,00032
Total fiduciary and related assets$23,882,526,00038
Managed Assets ($)$11,756,678,00036
Non-managed Assets ($)$12,125,848,00038
Memoranda
Gross Fiduciary activities income$42,171,00039
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$12,815,00038
Number of Managed Accounts$8,121,00026
Number of Non-Managed Accounts$4,694,00034
Total fiduciary and related assets$23,660,065,00037
Managed Assets ($)$11,769,055,00036
Non-managed Assets ($)$11,891,010,00039
Memoranda
Gross Fiduciary activities income$21,181,00039
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$12,700,00039
Number of Managed Accounts$8,155,00026
Number of Non-Managed Accounts$4,545,00038
Total fiduciary and related assets$22,907,128,00038
Managed Assets ($)$11,398,010,00035
Non-managed Assets ($)$11,509,118,00039
Memoranda
Gross Fiduciary activities income$85,090,00036
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$12,610,00038
Number of Managed Accounts$8,169,00026
Number of Non-Managed Accounts$4,441,00039
Total fiduciary and related assets$21,699,804,00040
Managed Assets ($)$11,134,528,00037
Non-managed Assets ($)$10,565,276,00042
Memoranda
Gross Fiduciary activities income$61,814,00039
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$12,551,00038
Number of Managed Accounts$8,193,00026
Number of Non-Managed Accounts$4,358,00038
Total fiduciary and related assets$21,044,631,00042
Managed Assets ($)$11,283,930,00035
Non-managed Assets ($)$9,760,701,00045
Memoranda
Gross Fiduciary activities income$41,636,00041
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$12,564,00038
Number of Managed Accounts$8,191,00026
Number of Non-Managed Accounts$4,373,00036
Total fiduciary and related assets$21,145,579,00040
Managed Assets ($)$11,185,758,00036
Non-managed Assets ($)$9,959,821,00044
Memoranda
Gross Fiduciary activities income$20,126,00038
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$10,794,00046
Number of Managed Accounts$6,860,00037
Number of Non-Managed Accounts$3,934,00042
Total fiduciary and related assets$19,799,478,00042
Managed Assets ($)$10,149,660,00040
Non-managed Assets ($)$9,649,818,00043
Memoranda
Gross Fiduciary activities income$72,948,00042
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$10,780,00042
Number of Managed Accounts$6,869,00034
Number of Non-Managed Accounts$3,911,00041
Total fiduciary and related assets$20,048,005,00040
Managed Assets ($)$10,244,655,00038
Non-managed Assets ($)$9,803,350,00042
Memoranda
Gross Fiduciary activities income$53,673,00042
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$10,650,00041
Number of Managed Accounts$6,767,00033
Number of Non-Managed Accounts$3,883,00041
Total fiduciary and related assets$19,209,252,00041
Managed Assets ($)$9,795,302,00040
Non-managed Assets ($)$9,413,950,00040
Memoranda
Gross Fiduciary activities income$35,110,00043
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$10,618,00043
Number of Managed Accounts$6,746,00036
Number of Non-Managed Accounts$3,872,00043
Total fiduciary and related assets$18,494,692,00042
Managed Assets ($)$9,451,966,00041
Non-managed Assets ($)$9,042,726,00042
Memoranda
Gross Fiduciary activities income$17,098,00044
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$10,107,00049
Number of Managed Accounts$6,595,00038
Number of Non-Managed Accounts$3,512,00049
Total fiduciary and related assets$17,917,990,00044
Managed Assets ($)$9,276,761,00041
Non-managed Assets ($)$8,641,229,00044
Memoranda
Gross Fiduciary activities income$63,367,00043
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$10,085,00044
Number of Managed Accounts$6,603,00036
Number of Non-Managed Accounts$3,482,00045
Total fiduciary and related assets$17,220,508,00044
Managed Assets ($)$9,071,199,00040
Non-managed Assets ($)$8,149,309,00045
Memoranda
Gross Fiduciary activities income$47,096,00044
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$9,995,00044
Number of Managed Accounts$6,557,00034
Number of Non-Managed Accounts$3,438,00045
Total fiduciary and related assets$17,143,835,00045
Managed Assets ($)$8,725,457,00044
Non-managed Assets ($)$8,418,378,00045
Memoranda
Gross Fiduciary activities income$31,059,00046
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$9,951,00045
Number of Managed Accounts$6,600,00034
Number of Non-Managed Accounts$3,351,00046
Total fiduciary and related assets$16,443,224,00045
Managed Assets ($)$8,655,319,00045
Non-managed Assets ($)$7,787,905,00046
Memoranda
Gross Fiduciary activities income$15,364,00046
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$9,954,00049
Number of Managed Accounts$6,500,00040
Number of Non-Managed Accounts$3,454,00047
Total fiduciary and related assets$16,185,813,00048
Managed Assets ($)$8,387,634,00046
Non-managed Assets ($)$7,798,179,00049
Memoranda
Gross Fiduciary activities income$58,219,00045
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$10,001,00045
Number of Managed Accounts$6,549,00036
Number of Non-Managed Accounts$3,452,00046
Total fiduciary and related assets$15,699,421,00046
Managed Assets ($)$8,141,931,00046
Non-managed Assets ($)$7,557,490,00045
Memoranda
Gross Fiduciary activities income$43,357,00045
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$10,253,00045
Number of Managed Accounts$6,558,00037
Number of Non-Managed Accounts$3,695,00048
Total fiduciary and related assets$15,546,174,00049
Managed Assets ($)$8,327,421,00044
Non-managed Assets ($)$7,218,753,00050
Memoranda
Gross Fiduciary activities income$28,869,00045
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$10,023,00047
Number of Managed Accounts$6,569,00037
Number of Non-Managed Accounts$3,454,00049
Total fiduciary and related assets$13,972,796,00052
Managed Assets ($)$7,376,175,00048
Non-managed Assets ($)$6,596,621,00051
Memoranda
Gross Fiduciary activities income$14,077,00046
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$9,922,00046
Number of Managed Accounts$6,509,00040
Number of Non-Managed Accounts$3,413,00050
Total fiduciary and related assets$14,107,209,00050
Managed Assets ($)$7,971,516,00044
Non-managed Assets ($)$6,135,693,00053
Memoranda
Gross Fiduciary activities income$59,465,00047
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$10,493,00041
Number of Managed Accounts$7,006,00036
Number of Non-Managed Accounts$3,487,00046
Total fiduciary and related assets$16,203,960,00045
Managed Assets ($)$9,693,946,00039
Non-managed Assets ($)$6,510,014,00048
Memoranda
Gross Fiduciary activities income$60,298,00048
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$53,613,00048
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$52,030,00052
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$50,754,00054
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$49,952,00054
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,529,000314
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,302,000351
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$01,599
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$01,630
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$01,658