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Zions Bancorporation, N.A., Fiduciary and Related Services

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$18,102,00028
Number of Managed Accounts$1,859,000113
Number of Non-Managed Accounts$16,243,00016
Total fiduciary and related assets$34,517,245,00035
Managed Assets ($)$6,921,038,00052
Non-managed Assets ($)$27,596,207,00029
Memoranda
Gross Fiduciary activities income$40,351,00063
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$17,349,00028
Number of Managed Accounts$1,827,000114
Number of Non-Managed Accounts$15,522,00017
Total fiduciary and related assets$30,731,979,00037
Managed Assets ($)$6,229,620,00053
Non-managed Assets ($)$24,502,359,00030
Memoranda
Gross Fiduciary activities income$29,600,00062
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$17,076,00032
Number of Managed Accounts$1,812,000118
Number of Non-Managed Accounts$15,264,00018
Total fiduciary and related assets$29,393,831,00037
Managed Assets ($)$5,712,818,00056
Non-managed Assets ($)$23,681,013,00030
Memoranda
Gross Fiduciary activities income$19,480,00064
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$16,954,00032
Number of Managed Accounts$1,776,000118
Number of Non-Managed Accounts$15,178,00019
Total fiduciary and related assets$28,838,089,00037
Managed Assets ($)$5,214,026,00056
Non-managed Assets ($)$23,624,063,00030
Memoranda
Gross Fiduciary activities income$9,169,00065
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$17,098,00031
Number of Managed Accounts$1,700,000125
Number of Non-Managed Accounts$15,398,00019
Total fiduciary and related assets$30,410,371,00034
Managed Assets ($)$5,047,492,00058
Non-managed Assets ($)$25,362,879,00028
Memoranda
Gross Fiduciary activities income$38,487,00059
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$16,645,00032
Number of Managed Accounts$1,706,000121
Number of Non-Managed Accounts$14,939,00019
Total fiduciary and related assets$28,201,118,00036
Managed Assets ($)$4,639,275,00057
Non-managed Assets ($)$23,561,843,00028
Memoranda
Gross Fiduciary activities income$28,677,00059
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$16,273,00032
Number of Managed Accounts$1,732,000122
Number of Non-Managed Accounts$14,541,00019
Total fiduciary and related assets$27,097,313,00035
Managed Assets ($)$4,527,425,00058
Non-managed Assets ($)$22,569,888,00028
Memoranda
Gross Fiduciary activities income$19,704,00057
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$15,912,00032
Number of Managed Accounts$1,744,000119
Number of Non-Managed Accounts$14,168,00019
Total fiduciary and related assets$28,097,856,00034
Managed Assets ($)$4,686,791,00055
Non-managed Assets ($)$23,411,065,00027
Memoranda
Gross Fiduciary activities income$9,705,00060
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$15,474,00032
Number of Managed Accounts$1,701,000125
Number of Non-Managed Accounts$13,773,00019
Total fiduciary and related assets$27,487,229,00036
Managed Assets ($)$4,264,766,00063
Non-managed Assets ($)$23,222,463,00026
Memoranda
Gross Fiduciary activities income$37,778,00059
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$15,111,00034
Number of Managed Accounts$1,704,000124
Number of Non-Managed Accounts$13,407,00019
Total fiduciary and related assets$25,710,628,00039
Managed Assets ($)$4,374,122,00061
Non-managed Assets ($)$21,336,506,00029
Memoranda
Gross Fiduciary activities income$27,806,00060
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$14,495,00034
Number of Managed Accounts$1,829,000120
Number of Non-Managed Accounts$12,666,00019
Total fiduciary and related assets$24,939,150,00038
Managed Assets ($)$4,063,452,00062
Non-managed Assets ($)$20,875,698,00028
Memoranda
Gross Fiduciary activities income$17,318,00065
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$14,004,00035
Number of Managed Accounts$1,848,000119
Number of Non-Managed Accounts$12,156,00019
Total fiduciary and related assets$25,088,428,00038
Managed Assets ($)$3,946,121,00063
Non-managed Assets ($)$21,142,307,00027
Memoranda
Gross Fiduciary activities income$8,291,00066
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$13,875,00035
Number of Managed Accounts$1,810,000118
Number of Non-Managed Accounts$12,065,00018
Total fiduciary and related assets$24,696,629,00037
Managed Assets ($)$3,701,781,00063
Non-managed Assets ($)$20,994,848,00025
Memoranda
Gross Fiduciary activities income$33,005,00062
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$13,575,00035
Number of Managed Accounts$1,893,000110
Number of Non-Managed Accounts$11,682,00019
Total fiduciary and related assets$24,680,446,00037
Managed Assets ($)$3,810,561,00063
Non-managed Assets ($)$20,869,885,00028
Memoranda
Gross Fiduciary activities income$24,655,00062
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$13,368,00034
Number of Managed Accounts$2,076,00097
Number of Non-Managed Accounts$11,292,00018
Total fiduciary and related assets$24,044,322,00037
Managed Assets ($)$3,752,626,00064
Non-managed Assets ($)$20,291,696,00027
Memoranda
Gross Fiduciary activities income$16,466,00062
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$13,329,00035
Number of Managed Accounts$2,239,00088
Number of Non-Managed Accounts$11,090,00019
Total fiduciary and related assets$24,926,273,00037
Managed Assets ($)$3,634,357,00066
Non-managed Assets ($)$21,291,916,00027
Memoranda
Gross Fiduciary activities income$7,390,00066
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$13,203,00035
Number of Managed Accounts$2,253,00089
Number of Non-Managed Accounts$10,950,00019
Total fiduciary and related assets$25,462,453,00037
Managed Assets ($)$3,576,024,00067
Non-managed Assets ($)$21,886,429,00025
Memoranda
Gross Fiduciary activities income$26,501,00071
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$12,705,00035
Number of Managed Accounts$2,299,00088
Number of Non-Managed Accounts$10,406,00019
Total fiduciary and related assets$22,189,488,00039
Managed Assets ($)$3,426,828,00067
Non-managed Assets ($)$18,762,660,00029
Memoranda
Gross Fiduciary activities income$18,385,00072
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$12,226,00034
Number of Managed Accounts$2,300,00084
Number of Non-Managed Accounts$9,926,00019
Total fiduciary and related assets$22,089,695,00039
Managed Assets ($)$3,429,510,00065
Non-managed Assets ($)$18,660,185,00029
Memoranda
Gross Fiduciary activities income$11,420,00077
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$12,016,00035
Number of Managed Accounts$2,298,00083
Number of Non-Managed Accounts$9,718,00021
Total fiduciary and related assets$21,906,149,00039
Managed Assets ($)$3,109,967,00068
Non-managed Assets ($)$18,796,182,00028
Memoranda
Gross Fiduciary activities income$5,732,00076
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$12,040,00035
Number of Managed Accounts$2,245,00083
Number of Non-Managed Accounts$9,795,00020
Total fiduciary and related assets$19,550,571,00040
Managed Assets ($)$2,525,941,00082
Non-managed Assets ($)$17,024,630,00029
Memoranda
Gross Fiduciary activities income$20,283,00083
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$10,467,00037
Number of Managed Accounts$1,367,000139
Number of Non-Managed Accounts$9,100,00020
Total fiduciary and related assets$18,871,408,00041
Managed Assets ($)$2,637,848,00075
Non-managed Assets ($)$16,233,560,00031
Memoranda
Gross Fiduciary activities income$14,137,00087
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$10,303,00037
Number of Managed Accounts$1,533,000118
Number of Non-Managed Accounts$8,770,00020
Total fiduciary and related assets$17,650,923,00042
Managed Assets ($)$2,480,493,00080
Non-managed Assets ($)$15,170,430,00031
Memoranda
Gross Fiduciary activities income$8,553,00094
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$9,990,00037
Number of Managed Accounts$1,501,000122
Number of Non-Managed Accounts$8,489,00020
Total fiduciary and related assets$15,448,804,00043
Managed Assets ($)$2,417,755,00082
Non-managed Assets ($)$13,031,049,00031
Memoranda
Gross Fiduciary activities income$3,850,00099
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$9,883,00036
Number of Managed Accounts$1,529,000119
Number of Non-Managed Accounts$8,354,00020
Total fiduciary and related assets$14,687,802,00045
Managed Assets ($)$2,450,269,00078
Non-managed Assets ($)$12,237,533,00033
Memoranda
Gross Fiduciary activities income$16,318,00095
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$8,032,00040
Number of Managed Accounts$617,000249
Number of Non-Managed Accounts$7,415,00019
Total fiduciary and related assets$10,866,466,00052
Managed Assets ($)$1,570,417,000106
Non-managed Assets ($)$9,296,049,00038
Memoranda
Gross Fiduciary activities income$7,857,000122
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$7,624,00041
Number of Managed Accounts$619,000247
Number of Non-Managed Accounts$7,005,00020
Total fiduciary and related assets$11,460,179,00053
Managed Assets ($)$1,617,440,000108
Non-managed Assets ($)$9,842,739,00037
Memoranda
Gross Fiduciary activities income$5,375,000120
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$7,480,00043
Number of Managed Accounts$633,000243
Number of Non-Managed Accounts$6,847,00021
Total fiduciary and related assets$10,118,711,00057
Managed Assets ($)$1,455,766,000113
Non-managed Assets ($)$8,662,945,00040
Memoranda
Gross Fiduciary activities income$2,434,000130
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$7,376,00044
Number of Managed Accounts$656,000243
Number of Non-Managed Accounts$6,720,00023
Total fiduciary and related assets$8,922,883,00059
Managed Assets ($)$1,462,330,000111
Non-managed Assets ($)$7,460,553,00042
Memoranda
Gross Fiduciary activities income$10,750,000119
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$7,316,00041
Number of Managed Accounts$663,000232
Number of Non-Managed Accounts$6,653,00022
Total fiduciary and related assets$8,531,799,00059
Managed Assets ($)$1,507,908,000107
Non-managed Assets ($)$7,023,891,00042
Memoranda
Gross Fiduciary activities income$7,706,000121
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$7,438,00041
Number of Managed Accounts$681,000227
Number of Non-Managed Accounts$6,757,00022
Total fiduciary and related assets$8,127,710,00059
Managed Assets ($)$1,448,878,000110
Non-managed Assets ($)$6,678,832,00041
Memoranda
Gross Fiduciary activities income$5,158,000121
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$7,469,00043
Number of Managed Accounts$664,000231
Number of Non-Managed Accounts$6,805,00023
Total fiduciary and related assets$7,887,356,00059
Managed Assets ($)$1,368,306,000111
Non-managed Assets ($)$6,519,050,00042
Memoranda
Gross Fiduciary activities income$2,085,000135
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$7,467,00042
Number of Managed Accounts$686,000229
Number of Non-Managed Accounts$6,781,00023
Total fiduciary and related assets$7,828,473,00059
Managed Assets ($)$1,396,817,000112
Non-managed Assets ($)$6,431,656,00042
Memoranda
Gross Fiduciary activities income$11,083,000111
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$7,353,00040
Number of Managed Accounts$679,000218
Number of Non-Managed Accounts$6,674,00023
Total fiduciary and related assets$7,744,937,00058
Managed Assets ($)$1,418,209,000105
Non-managed Assets ($)$6,326,728,00042
Memoranda
Gross Fiduciary activities income$8,034,000111
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$7,443,00039
Number of Managed Accounts$699,000207
Number of Non-Managed Accounts$6,744,00024
Total fiduciary and related assets$8,417,191,00057
Managed Assets ($)$1,388,785,000106
Non-managed Assets ($)$7,028,406,00040
Memoranda
Gross Fiduciary activities income$5,518,000109
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$7,469,00040
Number of Managed Accounts$701,000210
Number of Non-Managed Accounts$6,768,00025
Total fiduciary and related assets$8,043,603,00059
Managed Assets ($)$1,407,759,000107
Non-managed Assets ($)$6,635,844,00041
Memoranda
Gross Fiduciary activities income$2,393,000120
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$7,214,00041
Number of Managed Accounts$693,000221
Number of Non-Managed Accounts$6,521,00026
Total fiduciary and related assets$7,833,377,00059
Managed Assets ($)$1,363,130,000104
Non-managed Assets ($)$6,470,247,00041
Memoranda
Gross Fiduciary activities income$10,636,000103
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$7,239,00039
Number of Managed Accounts$677,000212
Number of Non-Managed Accounts$6,562,00026
Total fiduciary and related assets$7,512,929,00058
Managed Assets ($)$1,310,229,000107
Non-managed Assets ($)$6,202,700,00040
Memoranda
Gross Fiduciary activities income$7,860,000105
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$7,478,00040
Number of Managed Accounts$690,000209
Number of Non-Managed Accounts$6,788,00027
Total fiduciary and related assets$8,194,630,00058
Managed Assets ($)$1,503,651,00096
Non-managed Assets ($)$6,690,979,00040
Memoranda
Gross Fiduciary activities income$5,492,000102
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$7,388,00042
Number of Managed Accounts$692,000209
Number of Non-Managed Accounts$6,696,00027
Total fiduciary and related assets$8,074,364,00058
Managed Assets ($)$1,329,092,000105
Non-managed Assets ($)$6,745,272,00040
Memoranda
Gross Fiduciary activities income$2,202,000120
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$7,420,00041
Number of Managed Accounts$704,000212
Number of Non-Managed Accounts$6,716,00027
Total fiduciary and related assets$8,333,489,00055
Managed Assets ($)$1,329,140,00099
Non-managed Assets ($)$7,004,349,00039
Memoranda
Gross Fiduciary activities income$11,538,00086
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$7,388,00042
Number of Managed Accounts$720,000197
Number of Non-Managed Accounts$6,668,00025
Total fiduciary and related assets$8,247,254,00058
Managed Assets ($)$1,468,219,00096
Non-managed Assets ($)$6,779,035,00040
Memoranda
Gross Fiduciary activities income$8,708,00087
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$7,315,00042
Number of Managed Accounts$727,000198
Number of Non-Managed Accounts$6,588,00025
Total fiduciary and related assets$9,216,923,00056
Managed Assets ($)$1,606,088,00090
Non-managed Assets ($)$7,610,835,00041
Memoranda
Gross Fiduciary activities income$6,252,00086
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$7,447,00041
Number of Managed Accounts$707,000199
Number of Non-Managed Accounts$6,740,00025
Total fiduciary and related assets$9,228,946,00054
Managed Assets ($)$1,485,737,00094
Non-managed Assets ($)$7,743,209,00039
Memoranda
Gross Fiduciary activities income$2,914,00085
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$7,514,00041
Number of Managed Accounts$710,000212
Number of Non-Managed Accounts$6,804,00026
Total fiduciary and related assets$9,457,682,00054
Managed Assets ($)$1,414,823,00099
Non-managed Assets ($)$8,042,859,00038
Memoranda
Gross Fiduciary activities income$12,398,00081
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$7,415,00041
Number of Managed Accounts$700,000202
Number of Non-Managed Accounts$6,715,00026
Total fiduciary and related assets$9,517,091,00052
Managed Assets ($)$1,340,596,00097
Non-managed Assets ($)$8,176,495,00037
Memoranda
Gross Fiduciary activities income$9,660,00078
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$7,465,00042
Number of Managed Accounts$705,000200
Number of Non-Managed Accounts$6,760,00028
Total fiduciary and related assets$9,396,850,00052
Managed Assets ($)$1,196,863,00098
Non-managed Assets ($)$8,199,987,00036
Memoranda
Gross Fiduciary activities income$6,934,00074
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$7,568,00042
Number of Managed Accounts$735,000192
Number of Non-Managed Accounts$6,833,00028
Total fiduciary and related assets$9,582,055,00052
Managed Assets ($)$1,267,972,00096
Non-managed Assets ($)$8,314,083,00036
Memoranda
Gross Fiduciary activities income$3,679,00070
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$7,931,00046
Number of Managed Accounts$749,000199
Number of Non-Managed Accounts$7,182,00029
Total fiduciary and related assets$9,439,813,00054
Managed Assets ($)$1,333,410,00094
Non-managed Assets ($)$8,106,403,00039
Memoranda
Gross Fiduciary activities income$14,387,00071
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$7,962,00047
Number of Managed Accounts$755,000191
Number of Non-Managed Accounts$7,207,00030
Total fiduciary and related assets$10,724,231,00055
Managed Assets ($)$1,454,665,00088
Non-managed Assets ($)$9,269,566,00037
Memoranda
Gross Fiduciary activities income$12,361,00064
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$7,871,00049
Number of Managed Accounts$759,000193
Number of Non-Managed Accounts$7,112,00029
Total fiduciary and related assets$10,928,067,00054
Managed Assets ($)$1,383,657,00092
Non-managed Assets ($)$9,544,410,00036
Memoranda
Gross Fiduciary activities income$8,281,00064
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$7,963,00047
Number of Managed Accounts$771,000191
Number of Non-Managed Accounts$7,192,00028
Total fiduciary and related assets$10,496,716,00051
Managed Assets ($)$1,301,127,00091
Non-managed Assets ($)$9,195,589,00036
Memoranda
Gross Fiduciary activities income$3,404,00072
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$8,556,00049
Number of Managed Accounts$778,000198
Number of Non-Managed Accounts$7,778,00029
Total fiduciary and related assets$10,450,108,00055
Managed Assets ($)$1,270,158,00095
Non-managed Assets ($)$9,179,950,00037
Memoranda
Gross Fiduciary activities income$16,920,00068
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$8,474,00048
Number of Managed Accounts$779,000189
Number of Non-Managed Accounts$7,695,00027
Total fiduciary and related assets$11,074,617,00055
Managed Assets ($)$1,422,681,00095
Non-managed Assets ($)$9,651,936,00038
Memoranda
Gross Fiduciary activities income$12,854,00071
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$8,406,00050
Number of Managed Accounts$791,000189
Number of Non-Managed Accounts$7,615,00027
Total fiduciary and related assets$12,071,724,00058
Managed Assets ($)$1,437,895,00098
Non-managed Assets ($)$10,633,829,00040
Memoranda
Gross Fiduciary activities income$8,946,00071
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$8,129,00047
Number of Managed Accounts$805,000191
Number of Non-Managed Accounts$7,324,00026
Total fiduciary and related assets$10,144,951,00060
Managed Assets ($)$1,604,349,00098
Non-managed Assets ($)$8,540,602,00041
Memoranda
Gross Fiduciary activities income$3,917,00080
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$8,398,00048
Number of Managed Accounts$811,000193
Number of Non-Managed Accounts$7,587,00027
Total fiduciary and related assets$10,663,742,00057
Managed Assets ($)$1,606,105,00098
Non-managed Assets ($)$9,057,637,00040
Memoranda
Gross Fiduciary activities income$16,947,00070
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$8,404,00047
Number of Managed Accounts$808,000186
Number of Non-Managed Accounts$7,596,00027
Total fiduciary and related assets$10,546,797,00057
Managed Assets ($)$1,523,529,00099
Non-managed Assets ($)$9,023,268,00040
Memoranda
Gross Fiduciary activities income$12,878,00069
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$8,533,00046
Number of Managed Accounts$819,000186
Number of Non-Managed Accounts$7,714,00027
Total fiduciary and related assets$11,326,532,00060
Managed Assets ($)$1,432,291,000109
Non-managed Assets ($)$9,894,241,00043
Memoranda
Gross Fiduciary activities income$8,593,00072
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$8,456,00044
Number of Managed Accounts$817,000184
Number of Non-Managed Accounts$7,639,00027
Total fiduciary and related assets$10,510,812,00061
Managed Assets ($)$1,487,097,000102
Non-managed Assets ($)$9,023,715,00044
Memoranda
Gross Fiduciary activities income$3,967,00076
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$8,337,00045
Number of Managed Accounts$892,000173
Number of Non-Managed Accounts$7,445,00027
Total fiduciary and related assets$10,577,431,00061
Managed Assets ($)$1,563,617,00099
Non-managed Assets ($)$9,013,814,00043
Memoranda
Gross Fiduciary activities income$15,556,00076
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$7,772,00048
Number of Managed Accounts$905,000168
Number of Non-Managed Accounts$6,867,00029
Total fiduciary and related assets$10,262,277,00063
Managed Assets ($)$1,353,800,000108
Non-managed Assets ($)$8,908,477,00046
Memoranda
Gross Fiduciary activities income$11,302,00083
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$7,466,00050
Number of Managed Accounts$885,000178
Number of Non-Managed Accounts$6,581,00030
Total fiduciary and related assets$10,345,629,00061
Managed Assets ($)$1,298,859,000113
Non-managed Assets ($)$9,046,770,00046
Memoranda
Gross Fiduciary activities income$7,740,00087
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$7,609,00048
Number of Managed Accounts$953,000167
Number of Non-Managed Accounts$6,656,00028
Total fiduciary and related assets$10,310,224,00060
Managed Assets ($)$1,214,422,000115
Non-managed Assets ($)$9,095,802,00047
Memoranda
Gross Fiduciary activities income$3,657,00088
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$7,530,00053
Number of Managed Accounts$1,042,000157
Number of Non-Managed Accounts$6,488,00031
Total fiduciary and related assets$10,248,654,00060
Managed Assets ($)$1,275,480,000113
Non-managed Assets ($)$8,973,174,00046
Memoranda
Gross Fiduciary activities income$15,793,00084
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$7,408,00049
Number of Managed Accounts$1,058,000148
Number of Non-Managed Accounts$6,350,00032
Total fiduciary and related assets$9,382,287,00065
Managed Assets ($)$1,313,748,000109
Non-managed Assets ($)$8,068,539,00047
Memoranda
Gross Fiduciary activities income$11,753,00085
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$7,298,00048
Number of Managed Accounts$1,119,000144
Number of Non-Managed Accounts$6,179,00032
Total fiduciary and related assets$9,105,539,00063
Managed Assets ($)$1,568,879,00095
Non-managed Assets ($)$7,536,660,00046
Memoranda
Gross Fiduciary activities income$7,936,00084
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$7,363,00050
Number of Managed Accounts$1,246,000128
Number of Non-Managed Accounts$6,117,00032
Total fiduciary and related assets$8,913,347,00067
Managed Assets ($)$1,694,726,00096
Non-managed Assets ($)$7,218,621,00048
Memoranda
Gross Fiduciary activities income$3,405,00091
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$8,183,00053
Number of Managed Accounts$1,663,000107
Number of Non-Managed Accounts$6,520,00035
Total fiduciary and related assets$9,436,053,00065
Managed Assets ($)$1,656,441,00098
Non-managed Assets ($)$7,779,612,00047
Memoranda
Gross Fiduciary activities income$17,092,00081
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$8,447,00048
Number of Managed Accounts$1,815,00093
Number of Non-Managed Accounts$6,632,00031
Total fiduciary and related assets$8,778,624,00065
Managed Assets ($)$1,626,904,00096
Non-managed Assets ($)$7,151,720,00046
Memoranda
Gross Fiduciary activities income$12,659,00081
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$8,524,00047
Number of Managed Accounts$1,889,00093
Number of Non-Managed Accounts$6,635,00032
Total fiduciary and related assets$30,789,733,00036
Managed Assets ($)$1,547,545,00098
Non-managed Assets ($)$29,242,188,00025
Memoranda
Gross Fiduciary activities income$8,936,00082
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$8,303,00050
Number of Managed Accounts$1,891,00093
Number of Non-Managed Accounts$6,412,00032
Total fiduciary and related assets$31,811,020,00036
Managed Assets ($)$1,538,413,000101
Non-managed Assets ($)$30,272,607,00024
Memoranda
Gross Fiduciary activities income$4,249,00085
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$8,178,00054
Number of Managed Accounts$1,897,000100
Number of Non-Managed Accounts$6,281,00034
Total fiduciary and related assets$30,508,402,00039
Managed Assets ($)$1,955,541,00092
Non-managed Assets ($)$28,552,861,00026
Memoranda
Gross Fiduciary activities income$17,087,00084
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$8,369,00051
Number of Managed Accounts$1,962,00094
Number of Non-Managed Accounts$6,407,00032
Total fiduciary and related assets$28,915,932,00039
Managed Assets ($)$1,859,404,00094
Non-managed Assets ($)$27,056,528,00026
Memoranda
Gross Fiduciary activities income$11,599,00091
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$7,497,00056
Number of Managed Accounts$1,697,000104
Number of Non-Managed Accounts$5,800,00035
Total fiduciary and related assets$25,845,515,00040
Managed Assets ($)$1,578,696,000102
Non-managed Assets ($)$24,266,819,00027
Memoranda
Gross Fiduciary activities income$6,650,00098
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$6,017,00064
Number of Managed Accounts$729,000217
Number of Non-Managed Accounts$5,288,00037
Total fiduciary and related assets$14,809,266,00048
Managed Assets ($)$868,913,000136
Non-managed Assets ($)$13,940,353,00037
Memoranda
Gross Fiduciary activities income$2,745,000110
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$6,019,00067
Number of Managed Accounts$700,000241
Number of Non-Managed Accounts$5,319,00038
Total fiduciary and related assets$14,007,654,00051
Managed Assets ($)$889,109,000136
Non-managed Assets ($)$13,118,545,00040
Memoranda
Gross Fiduciary activities income$9,551,000121
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$6,458,00057
Number of Managed Accounts$749,000211
Number of Non-Managed Accounts$5,709,00030
Total fiduciary and related assets$15,310,046,00046
Managed Assets ($)$783,731,000144
Non-managed Assets ($)$14,526,315,00035
Memoranda
Gross Fiduciary activities income$8,929,000125
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$9,443,000120
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$8,627,000147
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$6,767,000168
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$5,869,000181
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$4,461,000229
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$3,760,000265
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$3,719,000265
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$3,941,000251
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$3,938,000254