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Truist Bank, Fiduciary and Related Services

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$44,505,00017
Number of Managed Accounts$37,193,00011
Number of Non-Managed Accounts$7,312,00022
Total fiduciary and related assets$118,560,000,00016
Managed Assets ($)$64,998,000,00012
Non-managed Assets ($)$53,562,000,00017
Memoranda
Gross Fiduciary activities income$229,000,00013
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$44,890,00017
Number of Managed Accounts$37,476,00011
Number of Non-Managed Accounts$7,414,00022
Total fiduciary and related assets$106,004,000,00016
Managed Assets ($)$57,155,000,00012
Non-managed Assets ($)$48,849,000,00017
Memoranda
Gross Fiduciary activities income$118,000,00013
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$45,253,00017
Number of Managed Accounts$37,671,00011
Number of Non-Managed Accounts$7,582,00022
Total fiduciary and related assets$121,272,000,00015
Managed Assets ($)$65,344,000,00012
Non-managed Assets ($)$55,928,000,00016
Memoranda
Gross Fiduciary activities income$194,000,00025
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$20,503,00028
Number of Managed Accounts$16,522,00019
Number of Non-Managed Accounts$3,981,00024
Total fiduciary and related assets$42,544,000,00031
Managed Assets ($)$17,790,000,00029
Non-managed Assets ($)$24,754,000,00026
Memoranda
Gross Fiduciary activities income$134,000,00026
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$20,432,00028
Number of Managed Accounts$16,513,00019
Number of Non-Managed Accounts$3,919,00025
Total fiduciary and related assets$41,613,000,00030
Managed Assets ($)$17,847,000,00028
Non-managed Assets ($)$23,766,000,00026
Memoranda
Gross Fiduciary activities income$89,000,00026
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$20,489,00028
Number of Managed Accounts$16,551,00019
Number of Non-Managed Accounts$3,938,00024
Total fiduciary and related assets$40,620,000,00030
Managed Assets ($)$17,280,000,00029
Non-managed Assets ($)$23,340,000,00024
Memoranda
Gross Fiduciary activities income$43,000,00026
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$20,648,00028
Number of Managed Accounts$16,687,00020
Number of Non-Managed Accounts$3,961,00026
Total fiduciary and related assets$37,509,000,00030
Managed Assets ($)$16,038,000,00028
Non-managed Assets ($)$21,471,000,00024
Memoranda
Gross Fiduciary activities income$179,000,00026
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$20,590,00027
Number of Managed Accounts$16,682,00020
Number of Non-Managed Accounts$3,908,00024
Total fiduciary and related assets$39,867,000,00030
Managed Assets ($)$16,885,000,00029
Non-managed Assets ($)$22,982,000,00026
Memoranda
Gross Fiduciary activities income$135,000,00026
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$20,662,00027
Number of Managed Accounts$16,763,00019
Number of Non-Managed Accounts$3,899,00024
Total fiduciary and related assets$38,912,000,00030
Managed Assets ($)$16,482,000,00029
Non-managed Assets ($)$22,430,000,00025
Memoranda
Gross Fiduciary activities income$91,000,00026
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$20,564,00028
Number of Managed Accounts$16,685,00019
Number of Non-Managed Accounts$3,879,00026
Total fiduciary and related assets$38,581,000,00030
Managed Assets ($)$16,371,000,00029
Non-managed Assets ($)$22,210,000,00025
Memoranda
Gross Fiduciary activities income$46,000,00026
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$20,637,00026
Number of Managed Accounts$16,728,00019
Number of Non-Managed Accounts$3,909,00029
Total fiduciary and related assets$38,409,000,00030
Managed Assets ($)$16,546,000,00030
Non-managed Assets ($)$21,863,000,00026
Memoranda
Gross Fiduciary activities income$173,000,00026
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$20,785,00027
Number of Managed Accounts$16,907,00019
Number of Non-Managed Accounts$3,878,00027
Total fiduciary and related assets$37,154,000,00030
Managed Assets ($)$16,148,000,00030
Non-managed Assets ($)$21,006,000,00026
Memoranda
Gross Fiduciary activities income$128,000,00026
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$20,884,00027
Number of Managed Accounts$16,998,00018
Number of Non-Managed Accounts$3,886,00027
Total fiduciary and related assets$36,244,000,00030
Managed Assets ($)$15,717,000,00029
Non-managed Assets ($)$20,527,000,00026
Memoranda
Gross Fiduciary activities income$85,000,00025
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$21,074,00027
Number of Managed Accounts$17,191,00017
Number of Non-Managed Accounts$3,883,00027
Total fiduciary and related assets$35,562,169,00030
Managed Assets ($)$15,577,774,00028
Non-managed Assets ($)$19,984,395,00026
Memoranda
Gross Fiduciary activities income$42,238,00025
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$21,135,00027
Number of Managed Accounts$17,299,00017
Number of Non-Managed Accounts$3,836,00029
Total fiduciary and related assets$33,883,449,00030
Managed Assets ($)$15,185,662,00028
Non-managed Assets ($)$18,697,787,00026
Memoranda
Gross Fiduciary activities income$166,089,00025
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$21,268,00028
Number of Managed Accounts$17,379,00017
Number of Non-Managed Accounts$3,889,00026
Total fiduciary and related assets$33,126,756,00031
Managed Assets ($)$15,288,870,00028
Non-managed Assets ($)$17,837,886,00029
Memoranda
Gross Fiduciary activities income$122,762,00025
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$21,417,00027
Number of Managed Accounts$17,636,00017
Number of Non-Managed Accounts$3,781,00027
Total fiduciary and related assets$34,340,767,00031
Managed Assets ($)$16,365,889,00027
Non-managed Assets ($)$17,974,878,00027
Memoranda
Gross Fiduciary activities income$80,613,00025
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$16,942,00029
Number of Managed Accounts$13,370,00022
Number of Non-Managed Accounts$3,572,00029
Total fiduciary and related assets$28,939,063,00032
Managed Assets ($)$12,463,677,00032
Non-managed Assets ($)$16,475,386,00029
Memoranda
Gross Fiduciary activities income$36,613,00025
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$16,967,00028
Number of Managed Accounts$13,427,00021
Number of Non-Managed Accounts$3,540,00030
Total fiduciary and related assets$28,492,051,00031
Managed Assets ($)$12,505,728,00031
Non-managed Assets ($)$15,986,323,00028
Memoranda
Gross Fiduciary activities income$147,559,00024
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$17,051,00028
Number of Managed Accounts$13,544,00021
Number of Non-Managed Accounts$3,507,00028
Total fiduciary and related assets$27,963,393,00031
Managed Assets ($)$12,985,066,00028
Non-managed Assets ($)$14,978,327,00029
Memoranda
Gross Fiduciary activities income$109,947,00024
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$15,151,00028
Number of Managed Accounts$11,686,00022
Number of Non-Managed Accounts$3,465,00028
Total fiduciary and related assets$28,350,220,00032
Managed Assets ($)$12,587,542,00034
Non-managed Assets ($)$15,762,678,00029
Memoranda
Gross Fiduciary activities income$71,971,00025
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$14,766,00028
Number of Managed Accounts$11,314,00022
Number of Non-Managed Accounts$3,452,00029
Total fiduciary and related assets$28,219,790,00032
Managed Assets ($)$12,338,014,00033
Non-managed Assets ($)$15,881,776,00029
Memoranda
Gross Fiduciary activities income$35,632,00025
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$14,749,00029
Number of Managed Accounts$11,314,00020
Number of Non-Managed Accounts$3,435,00034
Total fiduciary and related assets$27,232,127,00032
Managed Assets ($)$11,985,641,00033
Non-managed Assets ($)$15,246,486,00029
Memoranda
Gross Fiduciary activities income$139,166,00025
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$14,801,00029
Number of Managed Accounts$11,334,00020
Number of Non-Managed Accounts$3,467,00031
Total fiduciary and related assets$26,849,010,00033
Managed Assets ($)$11,919,357,00033
Non-managed Assets ($)$14,929,653,00030
Memoranda
Gross Fiduciary activities income$104,112,00025
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$15,108,00029
Number of Managed Accounts$11,678,00020
Number of Non-Managed Accounts$3,430,00032
Total fiduciary and related assets$27,312,530,00031
Managed Assets ($)$12,267,286,00032
Non-managed Assets ($)$15,045,244,00028
Memoranda
Gross Fiduciary activities income$68,906,00025
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$15,021,00030
Number of Managed Accounts$11,571,00020
Number of Non-Managed Accounts$3,450,00035
Total fiduciary and related assets$26,495,752,00032
Managed Assets ($)$11,965,415,00033
Non-managed Assets ($)$14,530,337,00029
Memoranda
Gross Fiduciary activities income$34,014,00026
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$15,002,00029
Number of Managed Accounts$11,490,00020
Number of Non-Managed Accounts$3,512,00035
Total fiduciary and related assets$26,666,247,00032
Managed Assets ($)$12,831,774,00030
Non-managed Assets ($)$13,834,473,00031
Memoranda
Gross Fiduciary activities income$127,628,00027
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$14,334,00030
Number of Managed Accounts$10,787,00022
Number of Non-Managed Accounts$3,547,00033
Total fiduciary and related assets$25,240,842,00033
Managed Assets ($)$12,269,431,00030
Non-managed Assets ($)$12,971,411,00031
Memoranda
Gross Fiduciary activities income$94,889,00026
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$14,442,00030
Number of Managed Accounts$10,870,00021
Number of Non-Managed Accounts$3,572,00034
Total fiduciary and related assets$24,827,611,00033
Managed Assets ($)$11,938,231,00030
Non-managed Assets ($)$12,889,380,00031
Memoranda
Gross Fiduciary activities income$63,485,00026
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$14,501,00030
Number of Managed Accounts$10,920,00021
Number of Non-Managed Accounts$3,581,00034
Total fiduciary and related assets$25,001,512,00033
Managed Assets ($)$12,138,885,00029
Non-managed Assets ($)$12,862,627,00032
Memoranda
Gross Fiduciary activities income$31,463,00026
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$14,438,00029
Number of Managed Accounts$10,891,00020
Number of Non-Managed Accounts$3,547,00036
Total fiduciary and related assets$23,662,380,00033
Managed Assets ($)$11,802,770,00030
Non-managed Assets ($)$11,859,610,00032
Memoranda
Gross Fiduciary activities income$127,540,00027
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$14,323,00029
Number of Managed Accounts$10,816,00020
Number of Non-Managed Accounts$3,507,00033
Total fiduciary and related assets$23,638,297,00031
Managed Assets ($)$11,889,968,00030
Non-managed Assets ($)$11,748,329,00032
Memoranda
Gross Fiduciary activities income$95,447,00027
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$14,304,00028
Number of Managed Accounts$10,813,00019
Number of Non-Managed Accounts$3,491,00035
Total fiduciary and related assets$22,360,432,00033
Managed Assets ($)$11,438,227,00030
Non-managed Assets ($)$10,922,205,00033
Memoranda
Gross Fiduciary activities income$63,375,00025
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$14,193,00029
Number of Managed Accounts$10,692,00020
Number of Non-Managed Accounts$3,501,00036
Total fiduciary and related assets$22,704,822,00033
Managed Assets ($)$11,590,207,00029
Non-managed Assets ($)$11,114,615,00031
Memoranda
Gross Fiduciary activities income$31,569,00025
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$14,149,00028
Number of Managed Accounts$10,621,00021
Number of Non-Managed Accounts$3,528,00036
Total fiduciary and related assets$21,271,681,00033
Managed Assets ($)$11,116,664,00027
Non-managed Assets ($)$10,155,017,00034
Memoranda
Gross Fiduciary activities income$121,144,00022
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$14,210,00029
Number of Managed Accounts$10,695,00021
Number of Non-Managed Accounts$3,515,00034
Total fiduciary and related assets$20,520,425,00035
Managed Assets ($)$10,871,569,00029
Non-managed Assets ($)$9,648,856,00034
Memoranda
Gross Fiduciary activities income$91,280,00024
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$14,075,00030
Number of Managed Accounts$10,545,00021
Number of Non-Managed Accounts$3,530,00035
Total fiduciary and related assets$22,310,176,00034
Managed Assets ($)$11,657,100,00029
Non-managed Assets ($)$10,653,076,00034
Memoranda
Gross Fiduciary activities income$61,131,00022
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$14,564,00029
Number of Managed Accounts$10,490,00020
Number of Non-Managed Accounts$4,074,00030
Total fiduciary and related assets$21,883,792,00035
Managed Assets ($)$11,358,126,00030
Non-managed Assets ($)$10,525,666,00035
Memoranda
Gross Fiduciary activities income$29,557,00023
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$14,520,00030
Number of Managed Accounts$10,476,00021
Number of Non-Managed Accounts$4,044,00033
Total fiduciary and related assets$21,144,280,00036
Managed Assets ($)$11,026,599,00031
Non-managed Assets ($)$10,117,681,00035
Memoranda
Gross Fiduciary activities income$109,476,00024
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$14,534,00029
Number of Managed Accounts$10,470,00019
Number of Non-Managed Accounts$4,064,00032
Total fiduciary and related assets$20,048,869,00036
Managed Assets ($)$10,678,687,00030
Non-managed Assets ($)$9,370,182,00035
Memoranda
Gross Fiduciary activities income$81,001,00024
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$14,210,00031
Number of Managed Accounts$10,364,00019
Number of Non-Managed Accounts$3,846,00035
Total fiduciary and related assets$19,155,980,00036
Managed Assets ($)$10,211,696,00029
Non-managed Assets ($)$8,944,284,00035
Memoranda
Gross Fiduciary activities income$53,597,00024
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$14,247,00031
Number of Managed Accounts$10,587,00019
Number of Non-Managed Accounts$3,660,00036
Total fiduciary and related assets$20,511,893,00035
Managed Assets ($)$11,001,560,00030
Non-managed Assets ($)$9,510,333,00034
Memoranda
Gross Fiduciary activities income$26,539,00024
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$14,082,00034
Number of Managed Accounts$10,458,00020
Number of Non-Managed Accounts$3,624,00039
Total fiduciary and related assets$19,718,599,00036
Managed Assets ($)$10,570,927,00032
Non-managed Assets ($)$9,147,672,00037
Memoranda
Gross Fiduciary activities income$106,173,00025
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$14,820,00034
Number of Managed Accounts$10,433,00021
Number of Non-Managed Accounts$4,387,00036
Total fiduciary and related assets$15,362,663,00044
Managed Assets ($)$10,385,570,00035
Non-managed Assets ($)$4,977,093,00046
Memoranda
Gross Fiduciary activities income$77,944,00026
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$14,793,00034
Number of Managed Accounts$10,440,00021
Number of Non-Managed Accounts$4,353,00036
Total fiduciary and related assets$13,950,114,00045
Managed Assets ($)$9,493,987,00035
Non-managed Assets ($)$4,456,127,00046
Memoranda
Gross Fiduciary activities income$50,322,00025
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$15,036,00033
Number of Managed Accounts$10,630,00021
Number of Non-Managed Accounts$4,406,00034
Total fiduciary and related assets$13,216,744,00045
Managed Assets ($)$8,979,305,00036
Non-managed Assets ($)$4,237,439,00046
Memoranda
Gross Fiduciary activities income$24,553,00025
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$14,871,00035
Number of Managed Accounts$10,626,00023
Number of Non-Managed Accounts$4,245,00038
Total fiduciary and related assets$13,500,725,00046
Managed Assets ($)$9,467,256,00036
Non-managed Assets ($)$4,033,469,00051
Memoranda
Gross Fiduciary activities income$109,653,00024
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$14,505,00034
Number of Managed Accounts$10,614,00022
Number of Non-Managed Accounts$3,891,00036
Total fiduciary and related assets$14,667,656,00046
Managed Assets ($)$10,060,017,00038
Non-managed Assets ($)$4,607,639,00049
Memoranda
Gross Fiduciary activities income$85,936,00027
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$14,346,00035
Number of Managed Accounts$10,458,00023
Number of Non-Managed Accounts$3,888,00038
Total fiduciary and related assets$13,897,628,00051
Managed Assets ($)$9,509,781,00044
Non-managed Assets ($)$4,387,847,00054
Memoranda
Gross Fiduciary activities income$57,942,00029
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$14,233,00034
Number of Managed Accounts$10,407,00023
Number of Non-Managed Accounts$3,826,00035
Total fiduciary and related assets$13,727,625,00050
Managed Assets ($)$9,534,761,00044
Non-managed Assets ($)$4,192,864,00056
Memoranda
Gross Fiduciary activities income$28,794,00029
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$14,058,00036
Number of Managed Accounts$10,352,00025
Number of Non-Managed Accounts$3,706,00039
Total fiduciary and related assets$14,227,548,00049
Managed Assets ($)$9,797,580,00044
Non-managed Assets ($)$4,429,968,00053
Memoranda
Gross Fiduciary activities income$116,984,00028
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$14,057,00037
Number of Managed Accounts$10,365,00024
Number of Non-Managed Accounts$3,692,00035
Total fiduciary and related assets$14,392,776,00048
Managed Assets ($)$9,919,130,00044
Non-managed Assets ($)$4,473,646,00054
Memoranda
Gross Fiduciary activities income$86,835,00029
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$14,105,00035
Number of Managed Accounts$10,371,00022
Number of Non-Managed Accounts$3,734,00035
Total fiduciary and related assets$13,985,107,00050
Managed Assets ($)$9,697,560,00044
Non-managed Assets ($)$4,287,547,00059
Memoranda
Gross Fiduciary activities income$57,769,00031
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$14,005,00036
Number of Managed Accounts$10,311,00023
Number of Non-Managed Accounts$3,694,00037
Total fiduciary and related assets$13,458,732,00053
Managed Assets ($)$9,401,586,00044
Non-managed Assets ($)$4,057,146,00059
Memoranda
Gross Fiduciary activities income$28,573,00031
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$14,109,00036
Number of Managed Accounts$10,402,00023
Number of Non-Managed Accounts$3,707,00041
Total fiduciary and related assets$13,384,243,00052
Managed Assets ($)$9,166,908,00044
Non-managed Assets ($)$4,217,335,00057
Memoranda
Gross Fiduciary activities income$112,721,00031
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$9,074,00044
Number of Managed Accounts$6,917,00033
Number of Non-Managed Accounts$2,157,00050
Total fiduciary and related assets$9,870,481,00065
Managed Assets ($)$7,478,855,00051
Non-managed Assets ($)$2,391,626,00069
Memoranda
Gross Fiduciary activities income$67,124,00034
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$9,209,00045
Number of Managed Accounts$7,035,00033
Number of Non-Managed Accounts$2,174,00048
Total fiduciary and related assets$9,888,712,00065
Managed Assets ($)$7,361,522,00053
Non-managed Assets ($)$2,527,190,00070
Memoranda
Gross Fiduciary activities income$43,475,00036
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$9,387,00044
Number of Managed Accounts$7,190,00032
Number of Non-Managed Accounts$2,197,00048
Total fiduciary and related assets$9,913,671,00065
Managed Assets ($)$7,497,309,00051
Non-managed Assets ($)$2,416,362,00072
Memoranda
Gross Fiduciary activities income$21,494,00035
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$9,713,00048
Number of Managed Accounts$7,483,00033
Number of Non-Managed Accounts$2,230,00053
Total fiduciary and related assets$9,824,434,00063
Managed Assets ($)$7,457,963,00051
Non-managed Assets ($)$2,366,471,00075
Memoranda
Gross Fiduciary activities income$84,514,00040
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$9,843,00044
Number of Managed Accounts$7,731,00029
Number of Non-Managed Accounts$2,112,00048
Total fiduciary and related assets$9,320,424,00067
Managed Assets ($)$7,070,114,00052
Non-managed Assets ($)$2,250,310,00075
Memoranda
Gross Fiduciary activities income$62,918,00039
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$10,065,00043
Number of Managed Accounts$7,917,00026
Number of Non-Managed Accounts$2,148,00048
Total fiduciary and related assets$9,426,935,00060
Managed Assets ($)$7,143,071,00049
Non-managed Assets ($)$2,283,864,00071
Memoranda
Gross Fiduciary activities income$41,778,00038
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$10,367,00044
Number of Managed Accounts$8,126,00027
Number of Non-Managed Accounts$2,241,00051
Total fiduciary and related assets$9,449,213,00062
Managed Assets ($)$7,226,034,00050
Non-managed Assets ($)$2,223,179,00075
Memoranda
Gross Fiduciary activities income$21,033,00039
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$10,642,00047
Number of Managed Accounts$8,248,00028
Number of Non-Managed Accounts$2,394,00056
Total fiduciary and related assets$9,698,719,00063
Managed Assets ($)$7,325,035,00049
Non-managed Assets ($)$2,373,684,00075
Memoranda
Gross Fiduciary activities income$85,372,00038
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$10,910,00043
Number of Managed Accounts$8,441,00027
Number of Non-Managed Accounts$2,469,00051
Total fiduciary and related assets$9,535,670,00062
Managed Assets ($)$7,026,205,00051
Non-managed Assets ($)$2,509,465,00073
Memoranda
Gross Fiduciary activities income$65,239,00038
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$11,125,00043
Number of Managed Accounts$8,650,00026
Number of Non-Managed Accounts$2,475,00050
Total fiduciary and related assets$9,554,065,00064
Managed Assets ($)$7,033,646,00049
Non-managed Assets ($)$2,520,419,00074
Memoranda
Gross Fiduciary activities income$45,111,00038
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$11,483,00042
Number of Managed Accounts$8,843,00027
Number of Non-Managed Accounts$2,640,00049
Total fiduciary and related assets$9,432,965,00065
Managed Assets ($)$6,998,111,00051
Non-managed Assets ($)$2,434,854,00076
Memoranda
Gross Fiduciary activities income$21,788,00039
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$11,826,00043
Number of Managed Accounts$9,020,00030
Number of Non-Managed Accounts$2,806,00051
Total fiduciary and related assets$9,840,356,00066
Managed Assets ($)$7,045,039,00054
Non-managed Assets ($)$2,795,317,00078
Memoranda
Gross Fiduciary activities income$75,719,00042
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$11,806,00040
Number of Managed Accounts$9,010,00028
Number of Non-Managed Accounts$2,796,00053
Total fiduciary and related assets$8,936,282,00068
Managed Assets ($)$6,253,442,00057
Non-managed Assets ($)$2,682,840,00078
Memoranda
Gross Fiduciary activities income$56,711,00041
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$12,077,00040
Number of Managed Accounts$9,130,00027
Number of Non-Managed Accounts$2,947,00055
Total fiduciary and related assets$11,455,681,00061
Managed Assets ($)$6,119,210,00057
Non-managed Assets ($)$5,336,471,00062
Memoranda
Gross Fiduciary activities income$36,714,00041
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$12,350,00041
Number of Managed Accounts$9,328,00026
Number of Non-Managed Accounts$3,022,00054
Total fiduciary and related assets$10,620,570,00064
Managed Assets ($)$5,730,933,00057
Non-managed Assets ($)$4,889,637,00063
Memoranda
Gross Fiduciary activities income$18,326,00039
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$11,445,00042
Number of Managed Accounts$10,384,00026
Number of Non-Managed Accounts$1,061,00098
Total fiduciary and related assets$8,985,324,00069
Managed Assets ($)$6,383,850,00053
Non-managed Assets ($)$2,601,474,00077
Memoranda
Gross Fiduciary activities income$66,492,00042
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$8,826,00044
Number of Managed Accounts$7,811,00029
Number of Non-Managed Accounts$1,015,00095
Total fiduciary and related assets$8,901,567,00067
Managed Assets ($)$5,982,995,00057
Non-managed Assets ($)$2,918,572,00071
Memoranda
Gross Fiduciary activities income$79,205,00038
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$66,568,00044
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$44,850,00059
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$33,919,00072
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$29,140,00076
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$21,717,00093
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$17,476,000107
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$12,538,000134
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$10,859,000144
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$9,432,000148