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WesBanco Bank, Inc., Fiduciary and Related Services

2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,575,00055
Number of Managed Accounts$5,312,00047
Number of Non-Managed Accounts$1,263,00055
Total fiduciary and related assets$5,461,485,000103
Managed Assets ($)$4,122,907,00084
Non-managed Assets ($)$1,338,578,000104
Memoranda
Gross Fiduciary activities income$14,412,00090
2023-03-31Rank
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$6,605,00056
Number of Managed Accounts$5,354,00047
Number of Non-Managed Accounts$1,251,00057
Total fiduciary and related assets$5,348,570,000111
Managed Assets ($)$4,018,203,00089
Non-managed Assets ($)$1,330,367,000112
Memoranda
Gross Fiduciary activities income$7,494,00092
2022-12-31Rank
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$6,564,00057
Number of Managed Accounts$5,374,00048
Number of Non-Managed Accounts$1,190,00060
Total fiduciary and related assets$5,199,882,000111
Managed Assets ($)$3,877,855,00090
Non-managed Assets ($)$1,322,027,000112
Memoranda
Gross Fiduciary activities income$27,551,00099
2022-09-30Rank
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$6,490,00056
Number of Managed Accounts$5,364,00049
Number of Non-Managed Accounts$1,126,00057
Total fiduciary and related assets$4,967,695,000113
Managed Assets ($)$3,679,038,00089
Non-managed Assets ($)$1,288,657,000111
Memoranda
Gross Fiduciary activities income$20,880,000100
2022-06-30Rank
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$6,504,00050
Number of Managed Accounts$5,392,00045
Number of Non-Managed Accounts$1,112,00051
Total fiduciary and related assets$5,284,962,00089
Managed Assets ($)$3,853,921,00075
Non-managed Assets ($)$1,431,041,00087
Memoranda
Gross Fiduciary activities income$14,362,00077
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,502,00049
Number of Managed Accounts$5,391,00045
Number of Non-Managed Accounts$1,111,00051
Total fiduciary and related assets$5,954,402,00088
Managed Assets ($)$4,341,363,00073
Non-managed Assets ($)$1,613,039,00087
Memoranda
Gross Fiduciary activities income$7,835,00075
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,452,00048
Number of Managed Accounts$5,331,00044
Number of Non-Managed Accounts$1,121,00052
Total fiduciary and related assets$6,235,087,00085
Managed Assets ($)$4,539,708,00069
Non-managed Assets ($)$1,695,379,00086
Memoranda
Gross Fiduciary activities income$29,511,00078
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,446,00047
Number of Managed Accounts$5,323,00044
Number of Non-Managed Accounts$1,123,00051
Total fiduciary and related assets$6,042,128,00084
Managed Assets ($)$4,350,528,00067
Non-managed Assets ($)$1,691,600,00085
Memoranda
Gross Fiduciary activities income$22,069,00077
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,456,00046
Number of Managed Accounts$5,320,00045
Number of Non-Managed Accounts$1,136,00050
Total fiduciary and related assets$6,128,969,00083
Managed Assets ($)$4,402,688,00068
Non-managed Assets ($)$1,726,281,00085
Memoranda
Gross Fiduciary activities income$14,780,00077
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,410,00047
Number of Managed Accounts$5,279,00045
Number of Non-Managed Accounts$1,131,00052
Total fiduciary and related assets$5,866,010,00083
Managed Assets ($)$4,237,044,00069
Non-managed Assets ($)$1,628,966,00084
Memoranda
Gross Fiduciary activities income$7,631,00076
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$6,394,00047
Number of Managed Accounts$5,275,00044
Number of Non-Managed Accounts$1,119,00056
Total fiduciary and related assets$5,647,382,00086
Managed Assets ($)$4,088,658,00071
Non-managed Assets ($)$1,558,724,00086
Memoranda
Gross Fiduciary activities income$26,335,00080
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$6,403,00046
Number of Managed Accounts$5,295,00044
Number of Non-Managed Accounts$1,108,00053
Total fiduciary and related assets$5,230,415,00085
Managed Assets ($)$3,779,022,00071
Non-managed Assets ($)$1,451,393,00086
Memoranda
Gross Fiduciary activities income$19,580,00078
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$6,403,00047
Number of Managed Accounts$5,319,00043
Number of Non-Managed Accounts$1,084,00053
Total fiduciary and related assets$5,047,571,00084
Managed Assets ($)$3,638,626,00071
Non-managed Assets ($)$1,408,945,00087
Memoranda
Gross Fiduciary activities income$13,154,00077
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$6,439,00047
Number of Managed Accounts$5,367,00043
Number of Non-Managed Accounts$1,072,00053
Total fiduciary and related assets$4,562,214,00086
Managed Assets ($)$3,279,027,00072
Non-managed Assets ($)$1,283,187,00085
Memoranda
Gross Fiduciary activities income$6,952,00075
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$6,594,00047
Number of Managed Accounts$5,521,00042
Number of Non-Managed Accounts$1,073,00059
Total fiduciary and related assets$5,290,787,00082
Managed Assets ($)$3,821,290,00070
Non-managed Assets ($)$1,469,497,00087
Memoranda
Gross Fiduciary activities income$26,579,00076
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$6,591,00048
Number of Managed Accounts$5,539,00043
Number of Non-Managed Accounts$1,052,00060
Total fiduciary and related assets$5,088,045,00086
Managed Assets ($)$3,649,944,00071
Non-managed Assets ($)$1,438,101,00089
Memoranda
Gross Fiduciary activities income$19,880,00077
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$6,594,00048
Number of Managed Accounts$5,564,00041
Number of Non-Managed Accounts$1,030,00063
Total fiduciary and related assets$5,095,830,00083
Managed Assets ($)$3,640,996,00070
Non-managed Assets ($)$1,454,834,00088
Memoranda
Gross Fiduciary activities income$13,454,00077
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$7,371,00045
Number of Managed Accounts$6,219,00038
Number of Non-Managed Accounts$1,152,00057
Total fiduciary and related assets$5,359,833,00076
Managed Assets ($)$3,871,677,00064
Non-managed Assets ($)$1,488,156,00088
Memoranda
Gross Fiduciary activities income$7,115,00071
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$6,458,00047
Number of Managed Accounts$5,579,00042
Number of Non-Managed Accounts$879,00074
Total fiduciary and related assets$4,680,150,00083
Managed Assets ($)$3,399,698,00068
Non-managed Assets ($)$1,280,452,00090
Memoranda
Gross Fiduciary activities income$24,623,00079
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$6,406,00046
Number of Managed Accounts$5,544,00041
Number of Non-Managed Accounts$862,00069
Total fiduciary and related assets$5,255,971,00075
Managed Assets ($)$3,725,791,00066
Non-managed Assets ($)$1,530,180,00084
Memoranda
Gross Fiduciary activities income$18,520,00078
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$5,748,00051
Number of Managed Accounts$4,855,00045
Number of Non-Managed Accounts$893,00067
Total fiduciary and related assets$4,681,233,00086
Managed Assets ($)$3,327,522,00072
Non-managed Assets ($)$1,353,711,00090
Memoranda
Gross Fiduciary activities income$12,255,00079
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$5,771,00052
Number of Managed Accounts$4,871,00044
Number of Non-Managed Accounts$900,00067
Total fiduciary and related assets$4,710,375,00083
Managed Assets ($)$3,305,959,00071
Non-managed Assets ($)$1,404,416,00089
Memoranda
Gross Fiduciary activities income$6,503,00074
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$5,739,00054
Number of Managed Accounts$5,018,00044
Number of Non-Managed Accounts$721,00084
Total fiduciary and related assets$4,775,143,00080
Managed Assets ($)$3,354,359,00069
Non-managed Assets ($)$1,420,784,00090
Memoranda
Gross Fiduciary activities income$22,740,00080
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$5,734,00054
Number of Managed Accounts$4,999,00044
Number of Non-Managed Accounts$735,00074
Total fiduciary and related assets$4,646,448,00081
Managed Assets ($)$3,264,679,00070
Non-managed Assets ($)$1,381,769,00089
Memoranda
Gross Fiduciary activities income$17,073,00078
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$5,701,00054
Number of Managed Accounts$4,975,00043
Number of Non-Managed Accounts$726,00072
Total fiduciary and related assets$4,523,297,00079
Managed Assets ($)$3,201,219,00069
Non-managed Assets ($)$1,322,078,00087
Memoranda
Gross Fiduciary activities income$11,716,00074
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$5,765,00054
Number of Managed Accounts$5,014,00041
Number of Non-Managed Accounts$751,00071
Total fiduciary and related assets$4,297,090,00083
Managed Assets ($)$3,115,106,00067
Non-managed Assets ($)$1,181,984,00090
Memoranda
Gross Fiduciary activities income$6,143,00071
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$5,753,00054
Number of Managed Accounts$5,000,00040
Number of Non-Managed Accounts$753,00075
Total fiduciary and related assets$4,164,538,00083
Managed Assets ($)$3,032,400,00067
Non-managed Assets ($)$1,132,138,00091
Memoranda
Gross Fiduciary activities income$21,630,00077
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$5,757,00052
Number of Managed Accounts$5,008,00038
Number of Non-Managed Accounts$749,00069
Total fiduciary and related assets$4,145,038,00082
Managed Assets ($)$3,005,620,00067
Non-managed Assets ($)$1,139,418,00090
Memoranda
Gross Fiduciary activities income$16,160,00077
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$5,756,00051
Number of Managed Accounts$4,989,00037
Number of Non-Managed Accounts$767,00069
Total fiduciary and related assets$4,108,968,00082
Managed Assets ($)$2,961,162,00068
Non-managed Assets ($)$1,147,806,00090
Memoranda
Gross Fiduciary activities income$10,747,00079
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$5,793,00051
Number of Managed Accounts$5,002,00037
Number of Non-Managed Accounts$791,00069
Total fiduciary and related assets$4,065,586,00081
Managed Assets ($)$2,919,655,00067
Non-managed Assets ($)$1,145,931,00091
Memoranda
Gross Fiduciary activities income$5,711,00070
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$5,820,00049
Number of Managed Accounts$5,013,00035
Number of Non-Managed Accounts$807,00074
Total fiduciary and related assets$4,106,629,00077
Managed Assets ($)$2,923,550,00065
Non-managed Assets ($)$1,183,079,00090
Memoranda
Gross Fiduciary activities income$21,900,00075
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$5,873,00048
Number of Managed Accounts$5,060,00035
Number of Non-Managed Accounts$813,00068
Total fiduciary and related assets$3,295,818,00092
Managed Assets ($)$2,991,691,00062
Non-managed Assets ($)$304,127,000144
Memoranda
Gross Fiduciary activities income$11,852,00096
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$5,695,00049
Number of Managed Accounts$5,025,00038
Number of Non-Managed Accounts$670,00076
Total fiduciary and related assets$3,514,547,00091
Managed Assets ($)$3,171,421,00065
Non-managed Assets ($)$343,126,000138
Memoranda
Gross Fiduciary activities income$8,309,00093
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$5,718,00051
Number of Managed Accounts$5,017,00038
Number of Non-Managed Accounts$701,00076
Total fiduciary and related assets$3,510,659,00090
Managed Assets ($)$3,188,055,00063
Non-managed Assets ($)$322,604,000146
Memoranda
Gross Fiduciary activities income$4,459,00089
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$5,715,00052
Number of Managed Accounts$4,972,00038
Number of Non-Managed Accounts$743,00081
Total fiduciary and related assets$3,493,007,00090
Managed Assets ($)$3,158,070,00062
Non-managed Assets ($)$334,937,000139
Memoranda
Gross Fiduciary activities income$14,809,00095
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$5,683,00049
Number of Managed Accounts$4,572,00040
Number of Non-Managed Accounts$1,111,00062
Total fiduciary and related assets$3,402,537,00091
Managed Assets ($)$3,048,055,00065
Non-managed Assets ($)$354,482,000136
Memoranda
Gross Fiduciary activities income$11,300,00095
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$5,695,00048
Number of Managed Accounts$4,585,00037
Number of Non-Managed Accounts$1,110,00062
Total fiduciary and related assets$3,441,151,00088
Managed Assets ($)$3,059,797,00065
Non-managed Assets ($)$381,354,000129
Memoranda
Gross Fiduciary activities income$7,806,00093
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$5,575,00050
Number of Managed Accounts$4,480,00040
Number of Non-Managed Accounts$1,095,00067
Total fiduciary and related assets$3,365,793,00089
Managed Assets ($)$2,986,273,00066
Non-managed Assets ($)$379,520,000128
Memoranda
Gross Fiduciary activities income$4,149,00090
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$5,557,00050
Number of Managed Accounts$4,447,00040
Number of Non-Managed Accounts$1,110,00068
Total fiduciary and related assets$3,312,030,00088
Managed Assets ($)$2,947,230,00066
Non-managed Assets ($)$364,800,000132
Memoranda
Gross Fiduciary activities income$13,892,00098
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$5,555,00050
Number of Managed Accounts$4,466,00040
Number of Non-Managed Accounts$1,089,00061
Total fiduciary and related assets$3,134,476,00087
Managed Assets ($)$2,783,413,00066
Non-managed Assets ($)$351,063,000130
Memoranda
Gross Fiduciary activities income$10,502,00096
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$5,567,00049
Number of Managed Accounts$4,479,00038
Number of Non-Managed Accounts$1,088,00063
Total fiduciary and related assets$3,072,013,00085
Managed Assets ($)$2,712,231,00066
Non-managed Assets ($)$359,782,000129
Memoranda
Gross Fiduciary activities income$7,085,00095
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$5,530,00049
Number of Managed Accounts$4,474,00038
Number of Non-Managed Accounts$1,056,00066
Total fiduciary and related assets$3,075,596,00086
Managed Assets ($)$2,724,177,00068
Non-managed Assets ($)$351,419,000131
Memoranda
Gross Fiduciary activities income$3,670,00090
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$5,499,00050
Number of Managed Accounts$4,419,00038
Number of Non-Managed Accounts$1,080,00070
Total fiduciary and related assets$2,878,773,00089
Managed Assets ($)$2,552,300,00069
Non-managed Assets ($)$326,473,000130
Memoranda
Gross Fiduciary activities income$12,825,00096
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$5,504,00047
Number of Managed Accounts$4,448,00036
Number of Non-Managed Accounts$1,056,00062
Total fiduciary and related assets$2,870,362,00088
Managed Assets ($)$2,544,580,00068
Non-managed Assets ($)$325,782,000129
Memoranda
Gross Fiduciary activities income$9,497,00095
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$5,522,00050
Number of Managed Accounts$4,432,00037
Number of Non-Managed Accounts$1,090,00061
Total fiduciary and related assets$2,788,815,00088
Managed Assets ($)$2,469,903,00068
Non-managed Assets ($)$318,912,000134
Memoranda
Gross Fiduciary activities income$6,438,00095
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$5,517,00052
Number of Managed Accounts$4,465,00038
Number of Non-Managed Accounts$1,052,00060
Total fiduciary and related assets$2,808,650,00087
Managed Assets ($)$2,498,888,00068
Non-managed Assets ($)$309,762,000131
Memoranda
Gross Fiduciary activities income$3,466,00090
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$5,455,00052
Number of Managed Accounts$4,384,00037
Number of Non-Managed Accounts$1,071,00064
Total fiduciary and related assets$2,652,569,00088
Managed Assets ($)$2,355,700,00068
Non-managed Assets ($)$296,869,000134
Memoranda
Gross Fiduciary activities income$12,131,00084
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$5,475,00053
Number of Managed Accounts$4,435,00039
Number of Non-Managed Accounts$1,040,00058
Total fiduciary and related assets$2,488,054,00092
Managed Assets ($)$2,212,308,00069
Non-managed Assets ($)$275,746,000133
Memoranda
Gross Fiduciary activities income$9,173,00085
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$5,470,00054
Number of Managed Accounts$4,466,00039
Number of Non-Managed Accounts$1,004,00062
Total fiduciary and related assets$2,703,575,00091
Managed Assets ($)$2,407,271,00070
Non-managed Assets ($)$296,304,000131
Memoranda
Gross Fiduciary activities income$6,482,00084
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$5,473,00053
Number of Managed Accounts$4,500,00039
Number of Non-Managed Accounts$973,00066
Total fiduciary and related assets$2,709,515,00089
Managed Assets ($)$2,416,656,00068
Non-managed Assets ($)$292,859,000137
Memoranda
Gross Fiduciary activities income$3,499,00077
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$5,454,00053
Number of Managed Accounts$4,448,00039
Number of Non-Managed Accounts$1,006,00073
Total fiduciary and related assets$2,603,572,00091
Managed Assets ($)$2,320,820,00070
Non-managed Assets ($)$282,752,000143
Memoranda
Gross Fiduciary activities income$11,242,00085
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$5,428,00050
Number of Managed Accounts$4,455,00038
Number of Non-Managed Accounts$973,00069
Total fiduciary and related assets$2,457,183,00094
Managed Assets ($)$2,214,756,00070
Non-managed Assets ($)$242,427,000147
Memoranda
Gross Fiduciary activities income$8,094,00086
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$5,440,00050
Number of Managed Accounts$4,427,00038
Number of Non-Managed Accounts$1,013,00069
Total fiduciary and related assets$2,294,754,00096
Managed Assets ($)$2,068,846,00071
Non-managed Assets ($)$225,908,000147
Memoranda
Gross Fiduciary activities income$5,473,00088
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$5,443,00051
Number of Managed Accounts$4,435,00036
Number of Non-Managed Accounts$1,008,00070
Total fiduciary and related assets$2,429,226,00096
Managed Assets ($)$2,182,909,00070
Non-managed Assets ($)$246,317,000151
Memoranda
Gross Fiduciary activities income$2,966,00084
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$5,369,00057
Number of Managed Accounts$4,367,00040
Number of Non-Managed Accounts$1,002,00079
Total fiduciary and related assets$2,342,325,00099
Managed Assets ($)$2,100,431,00074
Non-managed Assets ($)$241,894,000147
Memoranda
Gross Fiduciary activities income$9,900,00093
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$5,392,00055
Number of Managed Accounts$4,367,00041
Number of Non-Managed Accounts$1,025,00071
Total fiduciary and related assets$2,251,813,000102
Managed Assets ($)$2,008,743,00076
Non-managed Assets ($)$243,070,000143
Memoranda
Gross Fiduciary activities income$7,369,00092
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$5,398,00056
Number of Managed Accounts$4,347,00043
Number of Non-Managed Accounts$1,051,00068
Total fiduciary and related assets$2,073,687,000105
Managed Assets ($)$1,837,348,00079
Non-managed Assets ($)$236,339,000142
Memoranda
Gross Fiduciary activities income$4,870,00095
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$5,370,00055
Number of Managed Accounts$4,217,00043
Number of Non-Managed Accounts$1,153,00061
Total fiduciary and related assets$1,981,093,000105
Managed Assets ($)$1,736,932,00078
Non-managed Assets ($)$244,161,000132
Memoranda
Gross Fiduciary activities income$2,509,00091
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$5,340,00057
Number of Managed Accounts$4,171,00044
Number of Non-Managed Accounts$1,169,00073
Total fiduciary and related assets$2,107,164,000108
Managed Assets ($)$1,852,053,00080
Non-managed Assets ($)$255,111,000139
Memoranda
Gross Fiduciary activities income$10,816,00094
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$5,351,00053
Number of Managed Accounts$4,338,00043
Number of Non-Managed Accounts$1,013,00073
Total fiduciary and related assets$2,244,507,000106
Managed Assets ($)$1,946,369,00081
Non-managed Assets ($)$298,138,000138
Memoranda
Gross Fiduciary activities income$8,510,00095
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$5,468,00054
Number of Managed Accounts$4,873,00039
Number of Non-Managed Accounts$595,000102
Total fiduciary and related assets$2,419,905,000105
Managed Assets ($)$2,206,127,00081
Non-managed Assets ($)$213,778,000170
Memoranda
Gross Fiduciary activities income$5,937,00094
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$5,575,00053
Number of Managed Accounts$5,008,00038
Number of Non-Managed Accounts$567,000103
Total fiduciary and related assets$2,429,169,000109
Managed Assets ($)$2,214,135,00082
Non-managed Assets ($)$215,034,000173
Memoranda
Gross Fiduciary activities income$3,086,00093
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$5,448,00058
Number of Managed Accounts$4,902,00040
Number of Non-Managed Accounts$546,000122
Total fiduciary and related assets$2,524,119,000108
Managed Assets ($)$2,330,739,00079
Non-managed Assets ($)$193,380,000184
Memoranda
Gross Fiduciary activities income$11,938,00093
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$5,263,00055
Number of Managed Accounts$4,535,00042
Number of Non-Managed Accounts$728,00086
Total fiduciary and related assets$2,567,690,000107
Managed Assets ($)$2,188,879,00081
Non-managed Assets ($)$378,811,000138
Memoranda
Gross Fiduciary activities income$8,994,00092
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$5,254,00057
Number of Managed Accounts$4,527,00042
Number of Non-Managed Accounts$727,00086
Total fiduciary and related assets$2,498,293,000112
Managed Assets ($)$2,133,129,00082
Non-managed Assets ($)$365,164,000147
Memoranda
Gross Fiduciary activities income$6,131,00093
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$5,261,00054
Number of Managed Accounts$4,534,00041
Number of Non-Managed Accounts$727,00087
Total fiduciary and related assets$2,428,223,000110
Managed Assets ($)$2,053,218,00080
Non-managed Assets ($)$375,005,000143
Memoranda
Gross Fiduciary activities income$3,306,00088
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$5,260,00057
Number of Managed Accounts$4,517,00042
Number of Non-Managed Accounts$743,000101
Total fiduciary and related assets$2,431,015,000106
Managed Assets ($)$2,063,645,00079
Non-managed Assets ($)$367,370,000142
Memoranda
Gross Fiduciary activities income$10,935,00098
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$5,257,00058
Number of Managed Accounts$4,514,00044
Number of Non-Managed Accounts$743,00089
Total fiduciary and related assets$2,343,819,000113
Managed Assets ($)$1,993,552,00083
Non-managed Assets ($)$350,267,000145
Memoranda
Gross Fiduciary activities income$8,255,000101
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$5,291,00056
Number of Managed Accounts$4,540,00044
Number of Non-Managed Accounts$751,00090
Total fiduciary and related assets$2,278,874,000115
Managed Assets ($)$1,934,134,00090
Non-managed Assets ($)$344,740,000151
Memoranda
Gross Fiduciary activities income$5,559,000105
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$5,298,00057
Number of Managed Accounts$4,548,00045
Number of Non-Managed Accounts$750,00091
Total fiduciary and related assets$2,351,850,000115
Managed Assets ($)$1,997,038,00088
Non-managed Assets ($)$354,812,000153
Memoranda
Gross Fiduciary activities income$3,046,000100
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$5,374,00063
Number of Managed Accounts$4,628,00048
Number of Non-Managed Accounts$746,000104
Total fiduciary and related assets$2,289,093,000117
Managed Assets ($)$1,981,004,00087
Non-managed Assets ($)$308,089,000162
Memoranda
Gross Fiduciary activities income$10,319,000103
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$5,360,00059
Number of Managed Accounts$4,629,00046
Number of Non-Managed Accounts$731,00089
Total fiduciary and related assets$2,295,180,000114
Managed Assets ($)$1,963,556,00087
Non-managed Assets ($)$331,624,000156
Memoranda
Gross Fiduciary activities income$7,791,000103
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$5,452,00055
Number of Managed Accounts$4,721,00044
Number of Non-Managed Accounts$731,00092
Total fiduciary and related assets$2,261,239,000112
Managed Assets ($)$1,946,216,00085
Non-managed Assets ($)$315,023,000153
Memoranda
Gross Fiduciary activities income$5,276,000101
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$5,458,00059
Number of Managed Accounts$4,726,00046
Number of Non-Managed Accounts$732,00096
Total fiduciary and related assets$2,298,951,000115
Managed Assets ($)$1,914,119,00090
Non-managed Assets ($)$384,832,000148
Memoranda
Gross Fiduciary activities income$2,745,000102
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$5,507,00066
Number of Managed Accounts$4,756,00048
Number of Non-Managed Accounts$751,000108
Total fiduciary and related assets$2,357,376,000116
Managed Assets ($)$1,925,898,00092
Non-managed Assets ($)$431,478,000150
Memoranda
Gross Fiduciary activities income$8,839,000112
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$5,582,00059
Number of Managed Accounts$4,788,00046
Number of Non-Managed Accounts$794,00093
Total fiduciary and related assets$2,253,304,000120
Managed Assets ($)$1,851,207,00089
Non-managed Assets ($)$402,097,000151
Memoranda
Gross Fiduciary activities income$6,490,000113
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$5,574,00059
Number of Managed Accounts$4,802,00046
Number of Non-Managed Accounts$772,00096
Total fiduciary and related assets$2,236,067,000121
Managed Assets ($)$1,862,492,00092
Non-managed Assets ($)$373,575,000158
Memoranda
Gross Fiduciary activities income$4,478,000116
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$5,521,00061
Number of Managed Accounts$4,771,00047
Number of Non-Managed Accounts$750,00096
Total fiduciary and related assets$2,240,571,000120
Managed Assets ($)$1,852,414,00095
Non-managed Assets ($)$388,157,000151
Memoranda
Gross Fiduciary activities income$2,320,000111
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$5,450,00068
Number of Managed Accounts$4,679,00050
Number of Non-Managed Accounts$771,000110
Total fiduciary and related assets$2,313,386,000124
Managed Assets ($)$2,016,740,00089
Non-managed Assets ($)$296,646,000169
Memoranda
Gross Fiduciary activities income$7,415,000125
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$5,408,00068
Number of Managed Accounts$4,637,00049
Number of Non-Managed Accounts$771,000104
Total fiduciary and related assets$2,078,262,000130
Managed Assets ($)$1,785,616,00098
Non-managed Assets ($)$292,646,000172
Memoranda
Gross Fiduciary activities income$5,465,000131
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$5,345,00070
Number of Managed Accounts$4,615,00049
Number of Non-Managed Accounts$730,000108
Total fiduciary and related assets$2,016,869,000135
Managed Assets ($)$1,738,394,00099
Non-managed Assets ($)$278,475,000176
Memoranda
Gross Fiduciary activities income$3,640,000135
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$5,333,00071
Number of Managed Accounts$4,635,00051
Number of Non-Managed Accounts$698,000112
Total fiduciary and related assets$1,868,129,000137
Managed Assets ($)$1,601,880,000106
Non-managed Assets ($)$266,249,000183
Memoranda
Gross Fiduciary activities income$2,064,000129
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$5,352,00076
Number of Managed Accounts$4,677,00053
Number of Non-Managed Accounts$675,000124
Total fiduciary and related assets$1,874,286,000136
Managed Assets ($)$1,655,155,000105
Non-managed Assets ($)$219,131,000198
Memoranda
Gross Fiduciary activities income$7,704,000132
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$5,419,00065
Number of Managed Accounts$4,988,00047
Number of Non-Managed Accounts$431,000162
Total fiduciary and related assets$2,303,534,000114
Managed Assets ($)$2,214,833,00087
Non-managed Assets ($)$88,701,000259
Memoranda
Gross Fiduciary activities income$11,504,000107
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$12,226,000103
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$9,780,000137
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$7,893,000154
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$6,528,000173
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$5,094,000214
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$4,437,000244
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$4,199,000245
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$3,882,000259
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$3,624,000270