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Wells Fargo Bank, Fiduciary and Related Services

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$145,398,0007
Number of Managed Accounts$93,671,0004
Number of Non-Managed Accounts$51,727,0008
Total fiduciary and related assets$971,648,000,0007
Managed Assets ($)$205,833,000,0005
Non-managed Assets ($)$765,815,000,0007
Memoranda
Gross Fiduciary activities income$1,474,000,0007
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$145,911,0007
Number of Managed Accounts$94,049,0004
Number of Non-Managed Accounts$51,862,0008
Total fiduciary and related assets$955,011,000,0007
Managed Assets ($)$190,993,000,0005
Non-managed Assets ($)$764,018,000,0007
Memoranda
Gross Fiduciary activities income$1,095,000,0007
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$146,967,0007
Number of Managed Accounts$94,640,0003
Number of Non-Managed Accounts$52,327,0008
Total fiduciary and related assets$964,624,000,0007
Managed Assets ($)$188,300,000,0005
Non-managed Assets ($)$776,324,000,0006
Memoranda
Gross Fiduciary activities income$724,000,0007
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$147,289,0007
Number of Managed Accounts$94,456,0003
Number of Non-Managed Accounts$52,833,0008
Total fiduciary and related assets$943,466,000,0006
Managed Assets ($)$175,273,000,0005
Non-managed Assets ($)$768,193,000,0006
Memoranda
Gross Fiduciary activities income$367,000,0007
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$150,049,0007
Number of Managed Accounts$96,693,0003
Number of Non-Managed Accounts$53,356,0008
Total fiduciary and related assets$1,030,226,000,0006
Managed Assets ($)$197,074,000,0005
Non-managed Assets ($)$833,152,000,0006
Memoranda
Gross Fiduciary activities income$1,692,000,0007
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$149,732,0007
Number of Managed Accounts$97,765,0003
Number of Non-Managed Accounts$51,967,0008
Total fiduciary and related assets$1,013,869,000,0006
Managed Assets ($)$188,474,000,0006
Non-managed Assets ($)$825,395,000,0006
Memoranda
Gross Fiduciary activities income$1,311,000,0007
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$153,036,0007
Number of Managed Accounts$98,934,0003
Number of Non-Managed Accounts$54,102,0008
Total fiduciary and related assets$1,010,053,000,0006
Managed Assets ($)$186,943,000,0005
Non-managed Assets ($)$823,110,000,0006
Memoranda
Gross Fiduciary activities income$938,000,0007
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$153,981,0006
Number of Managed Accounts$99,760,0003
Number of Non-Managed Accounts$54,221,0007
Total fiduciary and related assets$987,404,000,0006
Managed Assets ($)$184,646,000,0005
Non-managed Assets ($)$802,758,000,0006
Memoranda
Gross Fiduciary activities income$472,000,0006
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$156,156,0006
Number of Managed Accounts$101,501,0003
Number of Non-Managed Accounts$54,655,0007
Total fiduciary and related assets$955,736,000,0006
Managed Assets ($)$172,413,000,0005
Non-managed Assets ($)$783,323,000,0006
Memoranda
Gross Fiduciary activities income$1,961,000,0006
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$157,265,0008
Number of Managed Accounts$102,258,0004
Number of Non-Managed Accounts$55,007,0008
Total fiduciary and related assets$1,007,204,000,0006
Managed Assets ($)$186,188,000,0005
Non-managed Assets ($)$821,016,000,0006
Memoranda
Gross Fiduciary activities income$1,490,000,0005
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$158,779,0007
Number of Managed Accounts$103,111,0004
Number of Non-Managed Accounts$55,668,0007
Total fiduciary and related assets$1,012,322,000,0007
Managed Assets ($)$183,514,000,0005
Non-managed Assets ($)$828,808,000,0006
Memoranda
Gross Fiduciary activities income$995,000,0005
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$159,171,0007
Number of Managed Accounts$102,742,0004
Number of Non-Managed Accounts$56,429,0008
Total fiduciary and related assets$1,022,322,000,0006
Managed Assets ($)$183,575,000,0005
Non-managed Assets ($)$838,747,000,0006
Memoranda
Gross Fiduciary activities income$504,000,0005
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$164,598,0007
Number of Managed Accounts$103,463,0004
Number of Non-Managed Accounts$61,135,0007
Total fiduciary and related assets$1,046,859,000,0005
Managed Assets ($)$186,379,000,0005
Non-managed Assets ($)$860,480,000,0006
Memoranda
Gross Fiduciary activities income$2,061,000,0005
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$164,329,0007
Number of Managed Accounts$102,895,0004
Number of Non-Managed Accounts$61,434,0007
Total fiduciary and related assets$1,027,719,000,0005
Managed Assets ($)$182,261,000,0005
Non-managed Assets ($)$845,458,000,0006
Memoranda
Gross Fiduciary activities income$1,534,000,0005
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$163,567,0007
Number of Managed Accounts$102,748,0004
Number of Non-Managed Accounts$60,819,0007
Total fiduciary and related assets$1,016,374,000,0005
Managed Assets ($)$176,011,000,0005
Non-managed Assets ($)$840,363,000,0005
Memoranda
Gross Fiduciary activities income$1,011,000,0005
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$163,630,0007
Number of Managed Accounts$102,201,0004
Number of Non-Managed Accounts$61,429,0007
Total fiduciary and related assets$1,021,066,000,0005
Managed Assets ($)$173,811,000,0005
Non-managed Assets ($)$847,255,000,0004
Memoranda
Gross Fiduciary activities income$503,000,0005
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$165,669,0007
Number of Managed Accounts$102,986,0004
Number of Non-Managed Accounts$62,683,0007
Total fiduciary and related assets$1,002,904,000,0005
Managed Assets ($)$169,990,000,0005
Non-managed Assets ($)$832,914,000,0004
Memoranda
Gross Fiduciary activities income$1,952,000,0005
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$166,965,0007
Number of Managed Accounts$103,066,0004
Number of Non-Managed Accounts$63,899,0007
Total fiduciary and related assets$1,019,635,000,0004
Managed Assets ($)$169,376,000,0004
Non-managed Assets ($)$850,259,000,0004
Memoranda
Gross Fiduciary activities income$1,458,000,0005
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$167,878,0007
Number of Managed Accounts$102,888,0004
Number of Non-Managed Accounts$64,990,0007
Total fiduciary and related assets$1,021,977,000,0004
Managed Assets ($)$165,315,000,0004
Non-managed Assets ($)$856,662,000,0004
Memoranda
Gross Fiduciary activities income$958,000,0005
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$167,799,0007
Number of Managed Accounts$101,874,0004
Number of Non-Managed Accounts$65,925,0007
Total fiduciary and related assets$1,011,352,000,0004
Managed Assets ($)$164,627,000,0004
Non-managed Assets ($)$846,725,000,0004
Memoranda
Gross Fiduciary activities income$472,000,0005
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$169,798,0007
Number of Managed Accounts$102,509,0004
Number of Non-Managed Accounts$67,289,0007
Total fiduciary and related assets$1,033,744,000,0004
Managed Assets ($)$163,011,000,0004
Non-managed Assets ($)$870,733,000,0004
Memoranda
Gross Fiduciary activities income$1,833,000,0005
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$170,155,0007
Number of Managed Accounts$102,117,0004
Number of Non-Managed Accounts$68,038,0007
Total fiduciary and related assets$1,036,933,000,0004
Managed Assets ($)$159,274,000,0004
Non-managed Assets ($)$877,659,000,0004
Memoranda
Gross Fiduciary activities income$1,379,000,0005
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$169,987,0007
Number of Managed Accounts$101,893,0004
Number of Non-Managed Accounts$68,094,0006
Total fiduciary and related assets$1,056,661,000,0005
Managed Assets ($)$175,132,000,0004
Non-managed Assets ($)$881,529,000,0004
Memoranda
Gross Fiduciary activities income$921,000,0005
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$170,673,0006
Number of Managed Accounts$101,276,0003
Number of Non-Managed Accounts$69,397,0007
Total fiduciary and related assets$1,125,233,000,0005
Managed Assets ($)$179,820,000,0004
Non-managed Assets ($)$945,413,000,0004
Memoranda
Gross Fiduciary activities income$458,000,0005
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$170,110,0006
Number of Managed Accounts$102,117,0003
Number of Non-Managed Accounts$67,993,0007
Total fiduciary and related assets$1,123,067,000,0005
Managed Assets ($)$178,012,000,0004
Non-managed Assets ($)$945,055,000,0004
Memoranda
Gross Fiduciary activities income$1,761,000,0006
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$169,485,0006
Number of Managed Accounts$101,858,0003
Number of Non-Managed Accounts$67,627,0007
Total fiduciary and related assets$1,121,112,000,0005
Managed Assets ($)$174,518,000,0004
Non-managed Assets ($)$946,594,000,0004
Memoranda
Gross Fiduciary activities income$1,309,000,0006
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$170,948,0006
Number of Managed Accounts$101,559,0003
Number of Non-Managed Accounts$69,389,0009
Total fiduciary and related assets$1,126,064,000,0005
Managed Assets ($)$176,072,000,0005
Non-managed Assets ($)$949,992,000,0004
Memoranda
Gross Fiduciary activities income$865,000,0006
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$171,592,0006
Number of Managed Accounts$101,400,0003
Number of Non-Managed Accounts$70,192,00010
Total fiduciary and related assets$1,105,550,000,0006
Managed Assets ($)$172,510,000,0005
Non-managed Assets ($)$933,040,000,0005
Memoranda
Gross Fiduciary activities income$434,000,0005
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$174,345,0006
Number of Managed Accounts$102,737,0003
Number of Non-Managed Accounts$71,608,00010
Total fiduciary and related assets$1,090,650,000,0006
Managed Assets ($)$171,192,000,0005
Non-managed Assets ($)$919,458,000,0005
Memoranda
Gross Fiduciary activities income$1,706,000,0005
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$176,517,0006
Number of Managed Accounts$103,132,0003
Number of Non-Managed Accounts$73,385,00010
Total fiduciary and related assets$1,070,508,000,0006
Managed Assets ($)$165,995,000,0005
Non-managed Assets ($)$904,513,000,0005
Memoranda
Gross Fiduciary activities income$1,267,000,0005
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$178,965,0006
Number of Managed Accounts$103,283,0003
Number of Non-Managed Accounts$75,682,00010
Total fiduciary and related assets$1,066,769,000,0006
Managed Assets ($)$162,602,000,0005
Non-managed Assets ($)$904,167,000,0005
Memoranda
Gross Fiduciary activities income$845,000,0006
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$179,499,0006
Number of Managed Accounts$103,368,0003
Number of Non-Managed Accounts$76,131,00010
Total fiduciary and related assets$1,088,121,000,0005
Managed Assets ($)$164,968,000,0005
Non-managed Assets ($)$923,153,000,0005
Memoranda
Gross Fiduciary activities income$409,000,0006
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$184,198,0005
Number of Managed Accounts$105,650,0003
Number of Non-Managed Accounts$78,548,00010
Total fiduciary and related assets$1,080,649,000,0005
Managed Assets ($)$159,716,000,0005
Non-managed Assets ($)$920,933,000,0005
Memoranda
Gross Fiduciary activities income$1,556,000,0005
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$183,807,0005
Number of Managed Accounts$105,825,0002
Number of Non-Managed Accounts$77,982,00010
Total fiduciary and related assets$1,085,613,000,0005
Managed Assets ($)$159,432,000,0005
Non-managed Assets ($)$926,181,000,0005
Memoranda
Gross Fiduciary activities income$1,371,000,0005
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$186,933,0005
Number of Managed Accounts$106,579,0002
Number of Non-Managed Accounts$80,354,00010
Total fiduciary and related assets$1,088,164,000,0005
Managed Assets ($)$165,817,000,0005
Non-managed Assets ($)$922,347,000,0005
Memoranda
Gross Fiduciary activities income$913,000,0005
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$190,032,0005
Number of Managed Accounts$107,875,0002
Number of Non-Managed Accounts$82,157,00010
Total fiduciary and related assets$1,105,905,000,0005
Managed Assets ($)$169,727,000,0005
Non-managed Assets ($)$936,178,000,0005
Memoranda
Gross Fiduciary activities income$452,000,0005
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$192,161,0005
Number of Managed Accounts$108,779,0002
Number of Non-Managed Accounts$83,382,0008
Total fiduciary and related assets$1,079,713,000,0005
Managed Assets ($)$162,714,000,0004
Non-managed Assets ($)$916,999,000,0005
Memoranda
Gross Fiduciary activities income$1,792,000,0005
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$195,333,0005
Number of Managed Accounts$110,414,0002
Number of Non-Managed Accounts$84,919,0008
Total fiduciary and related assets$1,059,496,000,0005
Managed Assets ($)$154,978,000,0004
Non-managed Assets ($)$904,518,000,0005
Memoranda
Gross Fiduciary activities income$1,343,000,0004
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$198,796,0005
Number of Managed Accounts$113,701,0002
Number of Non-Managed Accounts$85,095,0008
Total fiduciary and related assets$1,064,051,000,0005
Managed Assets ($)$169,958,000,0004
Non-managed Assets ($)$894,093,000,0005
Memoranda
Gross Fiduciary activities income$888,000,0004
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$200,902,0004
Number of Managed Accounts$115,313,0002
Number of Non-Managed Accounts$85,589,0008
Total fiduciary and related assets$1,036,636,000,0005
Managed Assets ($)$169,020,000,0004
Non-managed Assets ($)$867,616,000,0005
Memoranda
Gross Fiduciary activities income$440,000,0004
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$202,248,0004
Number of Managed Accounts$115,692,0002
Number of Non-Managed Accounts$86,556,0008
Total fiduciary and related assets$1,006,822,000,0006
Managed Assets ($)$168,330,000,0004
Non-managed Assets ($)$838,492,000,0006
Memoranda
Gross Fiduciary activities income$1,666,000,0004
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$202,836,0004
Number of Managed Accounts$117,163,0002
Number of Non-Managed Accounts$85,673,0008
Total fiduciary and related assets$963,868,000,0005
Managed Assets ($)$159,821,000,0004
Non-managed Assets ($)$804,047,000,0005
Memoranda
Gross Fiduciary activities income$1,234,000,0005
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$202,167,0005
Number of Managed Accounts$117,137,0002
Number of Non-Managed Accounts$85,030,0008
Total fiduciary and related assets$915,304,000,0006
Managed Assets ($)$150,441,000,0004
Non-managed Assets ($)$764,863,000,0006
Memoranda
Gross Fiduciary activities income$833,000,0006
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$195,970,0005
Number of Managed Accounts$107,192,0002
Number of Non-Managed Accounts$88,778,0007
Total fiduciary and related assets$909,824,000,0006
Managed Assets ($)$155,338,000,0004
Non-managed Assets ($)$754,486,000,0006
Memoranda
Gross Fiduciary activities income$414,000,0005
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$139,836,0007
Number of Managed Accounts$59,404,0005
Number of Non-Managed Accounts$80,432,0008
Total fiduciary and related assets$692,638,000,0006
Managed Assets ($)$89,624,000,0005
Non-managed Assets ($)$603,014,000,0006
Memoranda
Gross Fiduciary activities income$981,000,0008
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$335,606,0005
Number of Managed Accounts$59,273,0005
Number of Non-Managed Accounts$276,333,0005
Total fiduciary and related assets$609,747,000,0008
Managed Assets ($)$82,953,000,0006
Non-managed Assets ($)$526,794,000,0009
Memoranda
Gross Fiduciary activities income$711,000,0008
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$331,899,0005
Number of Managed Accounts$59,775,0005
Number of Non-Managed Accounts$272,124,0005
Total fiduciary and related assets$561,780,000,0009
Managed Assets ($)$75,391,000,0006
Non-managed Assets ($)$486,389,000,0009
Memoranda
Gross Fiduciary activities income$467,000,0008
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$326,937,0004
Number of Managed Accounts$60,410,0005
Number of Non-Managed Accounts$266,527,0004
Total fiduciary and related assets$527,094,000,00010
Managed Assets ($)$70,091,000,0006
Non-managed Assets ($)$457,003,000,0009
Memoranda
Gross Fiduciary activities income$225,000,0008
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$326,718,0005
Number of Managed Accounts$61,271,0005
Number of Non-Managed Accounts$265,447,0005
Total fiduciary and related assets$639,820,000,0008
Managed Assets ($)$89,110,000,0005
Non-managed Assets ($)$550,710,000,0009
Memoranda
Gross Fiduciary activities income$1,037,000,0008
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$315,485,0005
Number of Managed Accounts$61,686,0004
Number of Non-Managed Accounts$253,799,0005
Total fiduciary and related assets$671,987,000,0008
Managed Assets ($)$100,780,000,0005
Non-managed Assets ($)$571,207,000,0009
Memoranda
Gross Fiduciary activities income$802,000,0008
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$308,957,0005
Number of Managed Accounts$61,856,0004
Number of Non-Managed Accounts$247,101,0005
Total fiduciary and related assets$627,570,000,00011
Managed Assets ($)$105,189,000,0006
Non-managed Assets ($)$522,381,000,00011
Memoranda
Gross Fiduciary activities income$536,000,0009
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$287,069,0004
Number of Managed Accounts$61,592,0004
Number of Non-Managed Accounts$225,477,0004
Total fiduciary and related assets$536,999,000,00011
Managed Assets ($)$106,427,000,0005
Non-managed Assets ($)$430,572,000,00011
Memoranda
Gross Fiduciary activities income$263,000,0009
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$262,864,0006
Number of Managed Accounts$61,037,0004
Number of Non-Managed Accounts$201,827,0005
Total fiduciary and related assets$547,015,000,00011
Managed Assets ($)$108,371,000,0006
Non-managed Assets ($)$438,644,000,00011
Memoranda
Gross Fiduciary activities income$1,126,000,0007
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$257,847,0006
Number of Managed Accounts$62,724,0004
Number of Non-Managed Accounts$195,123,0005
Total fiduciary and related assets$538,684,000,00011
Managed Assets ($)$109,375,000,0008
Non-managed Assets ($)$429,309,000,00011
Memoranda
Gross Fiduciary activities income$845,000,0007
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$250,954,0006
Number of Managed Accounts$62,902,0004
Number of Non-Managed Accounts$188,052,0005
Total fiduciary and related assets$521,419,000,00011
Managed Assets ($)$107,443,000,0008
Non-managed Assets ($)$413,976,000,00011
Memoranda
Gross Fiduciary activities income$573,000,0007
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$241,887,0007
Number of Managed Accounts$62,698,0005
Number of Non-Managed Accounts$179,189,0005
Total fiduciary and related assets$479,032,000,00011
Managed Assets ($)$105,271,000,0009
Non-managed Assets ($)$373,761,000,00011
Memoranda
Gross Fiduciary activities income$258,000,0008
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$201,496,0006
Number of Managed Accounts$61,762,0006
Number of Non-Managed Accounts$139,734,0006
Total fiduciary and related assets$455,887,000,00011
Managed Assets ($)$103,989,000,0009
Non-managed Assets ($)$351,898,000,00011
Memoranda
Gross Fiduciary activities income$982,000,0008
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$198,183,0006
Number of Managed Accounts$62,463,0005
Number of Non-Managed Accounts$135,720,0006
Total fiduciary and related assets$428,905,000,00010
Managed Assets ($)$101,636,000,0008
Non-managed Assets ($)$327,269,000,00010
Memoranda
Gross Fiduciary activities income$725,000,0008
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$192,981,0007
Number of Managed Accounts$62,941,0005
Number of Non-Managed Accounts$130,040,0006
Total fiduciary and related assets$408,483,000,00010
Managed Assets ($)$100,521,000,0008
Non-managed Assets ($)$307,962,000,00010
Memoranda
Gross Fiduciary activities income$482,000,0008
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$120,586,0008
Number of Managed Accounts$63,038,0005
Number of Non-Managed Accounts$57,548,0006
Total fiduciary and related assets$388,721,000,00010
Managed Assets ($)$100,971,000,0009
Non-managed Assets ($)$287,750,000,00010
Memoranda
Gross Fiduciary activities income$233,000,0008
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$118,927,0008
Number of Managed Accounts$62,826,0004
Number of Non-Managed Accounts$56,101,0006
Total fiduciary and related assets$380,896,000,00010
Managed Assets ($)$89,348,000,0009
Non-managed Assets ($)$291,548,000,00010
Memoranda
Gross Fiduciary activities income$892,000,0007
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$116,859,0008
Number of Managed Accounts$63,634,0004
Number of Non-Managed Accounts$53,225,0006
Total fiduciary and related assets$362,088,000,00010
Managed Assets ($)$88,477,000,00010
Non-managed Assets ($)$273,611,000,00010
Memoranda
Gross Fiduciary activities income$662,000,0007
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$114,068,0009
Number of Managed Accounts$64,176,0005
Number of Non-Managed Accounts$49,892,0008
Total fiduciary and related assets$350,793,000,00010
Managed Assets ($)$89,562,000,00010
Non-managed Assets ($)$261,231,000,00010
Memoranda
Gross Fiduciary activities income$437,000,0007
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$115,435,0009
Number of Managed Accounts$64,354,0006
Number of Non-Managed Accounts$51,081,0008
Total fiduciary and related assets$339,235,000,00010
Managed Assets ($)$90,481,000,0009
Non-managed Assets ($)$248,754,000,00010
Memoranda
Gross Fiduciary activities income$213,000,0006
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$116,907,0009
Number of Managed Accounts$64,387,0004
Number of Non-Managed Accounts$52,520,0008
Total fiduciary and related assets$353,028,000,00010
Managed Assets ($)$90,089,000,0008
Non-managed Assets ($)$262,939,000,00010
Memoranda
Gross Fiduciary activities income$790,000,0006
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$114,355,0009
Number of Managed Accounts$64,461,0004
Number of Non-Managed Accounts$49,894,0009
Total fiduciary and related assets$318,164,000,00010
Managed Assets ($)$85,409,000,0008
Non-managed Assets ($)$232,755,000,00010
Memoranda
Gross Fiduciary activities income$585,000,0006
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$113,813,0009
Number of Managed Accounts$65,056,0004
Number of Non-Managed Accounts$48,757,00010
Total fiduciary and related assets$312,817,000,00010
Managed Assets ($)$85,951,000,0008
Non-managed Assets ($)$226,866,000,00010
Memoranda
Gross Fiduciary activities income$389,000,0006
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$112,538,0007
Number of Managed Accounts$66,065,0004
Number of Non-Managed Accounts$46,473,00010
Total fiduciary and related assets$305,284,000,00010
Managed Assets ($)$87,797,000,0008
Non-managed Assets ($)$217,487,000,00010
Memoranda
Gross Fiduciary activities income$190,000,0006
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$62,344,00012
Number of Managed Accounts$43,694,0006
Number of Non-Managed Accounts$18,650,00019
Total fiduciary and related assets$113,043,000,00013
Managed Assets ($)$59,773,000,00011
Non-managed Assets ($)$53,270,000,00018
Memoranda
Gross Fiduciary activities income$380,000,00013
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$41,741,00017
Number of Managed Accounts$32,276,00011
Number of Non-Managed Accounts$9,465,00023
Total fiduciary and related assets$79,690,000,00018
Managed Assets ($)$48,848,000,00016
Non-managed Assets ($)$30,842,000,00023
Memoranda
Gross Fiduciary activities income$207,000,00018
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$37,470,00020
Number of Managed Accounts$28,216,00011
Number of Non-Managed Accounts$9,254,00026
Total fiduciary and related assets$81,361,000,00017
Managed Assets ($)$45,153,000,00018
Non-managed Assets ($)$36,208,000,00021
Memoranda
Gross Fiduciary activities income$132,000,00019
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$36,458,00020
Number of Managed Accounts$27,577,00012
Number of Non-Managed Accounts$8,881,00027
Total fiduciary and related assets$68,216,000,00019
Managed Assets ($)$42,651,000,00017
Non-managed Assets ($)$25,565,000,00025
Memoranda
Gross Fiduciary activities income$70,000,00018
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$36,905,00019
Number of Managed Accounts$27,910,00012
Number of Non-Managed Accounts$8,995,00026
Total fiduciary and related assets$70,671,000,00020
Managed Assets ($)$43,146,000,00017
Non-managed Assets ($)$27,525,000,00025
Memoranda
Gross Fiduciary activities income$280,000,00019
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$36,211,00017
Number of Managed Accounts$28,284,00010
Number of Non-Managed Accounts$7,927,00023
Total fiduciary and related assets$76,627,000,00018
Managed Assets ($)$45,847,000,00017
Non-managed Assets ($)$30,780,000,00023
Memoranda
Gross Fiduciary activities income$280,000,00018
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$291,000,00021
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$284,000,00016
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$279,000,00015
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$446,738,0009
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$363,427,0009
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$244,399,0009
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$207,729,00011
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$195,003,00012
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$172,182,00011