Home > Citizens Bank of Pennsylvania > Fiduciary and Related Services
Citizens Bank of Pennsylvania, Fiduciary and Related Services
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $315,000 | 444 |
| Number of Managed Accounts | $306,000 | 383 |
| Number of Non-Managed Accounts | $9,000 | 689 |
| Total fiduciary and related assets | $832,800,000 | 212 |
| Managed Assets ($) | $659,939,000 | 199 |
| Non-managed Assets ($) | $172,861,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,345,000 | 228 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $349,000 | 342 |
| Number of Managed Accounts | $340,000 | 313 |
| Number of Non-Managed Accounts | $9,000 | 354 |
| Total fiduciary and related assets | $907,854,000 | 209 |
| Managed Assets ($) | $733,991,000 | 191 |
| Non-managed Assets ($) | $173,863,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,301,000 | 227 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $349,000 | 346 |
| Number of Managed Accounts | $340,000 | 316 |
| Number of Non-Managed Accounts | $9,000 | 356 |
| Total fiduciary and related assets | $876,180,000 | 209 |
| Managed Assets ($) | $702,496,000 | 196 |
| Non-managed Assets ($) | $173,684,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,262,000 | 226 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $343,000 | 351 |
| Number of Managed Accounts | $332,000 | 321 |
| Number of Non-Managed Accounts | $11,000 | 352 |
| Total fiduciary and related assets | $871,920,000 | 212 |
| Managed Assets ($) | $679,343,000 | 196 |
| Non-managed Assets ($) | $192,577,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,101,000 | 230 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $331,000 | 442 |
| Number of Managed Accounts | $320,000 | 371 |
| Number of Non-Managed Accounts | $11,000 | 690 |
| Total fiduciary and related assets | $821,596,000 | 216 |
| Managed Assets ($) | $669,486,000 | 201 |
| Non-managed Assets ($) | $152,110,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,186,000 | 224 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $329,000 | 350 |
| Number of Managed Accounts | $318,000 | 325 |
| Number of Non-Managed Accounts | $11,000 | 339 |
| Total fiduciary and related assets | $760,363,000 | 223 |
| Managed Assets ($) | $614,491,000 | 210 |
| Non-managed Assets ($) | $145,872,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,078,000 | 229 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $321,000 | 352 |
| Number of Managed Accounts | $310,000 | 326 |
| Number of Non-Managed Accounts | $11,000 | 343 |
| Total fiduciary and related assets | $701,288,000 | 229 |
| Managed Assets ($) | $558,322,000 | 218 |
| Non-managed Assets ($) | $142,966,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,074,000 | 229 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $320,000 | 354 |
| Number of Managed Accounts | $306,000 | 327 |
| Number of Non-Managed Accounts | $14,000 | 333 |
| Total fiduciary and related assets | $1,147,332,000 | 173 |
| Managed Assets ($) | $1,008,463,000 | 144 |
| Non-managed Assets ($) | $138,869,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $990,000 | 234 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $309,000 | 445 |
| Number of Managed Accounts | $294,000 | 385 |
| Number of Non-Managed Accounts | $15,000 | 654 |
| Total fiduciary and related assets | $1,106,313,000 | 176 |
| Managed Assets ($) | $941,839,000 | 151 |
| Non-managed Assets ($) | $164,474,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,807,000 | 234 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $310,000 | 359 |
| Number of Managed Accounts | $295,000 | 329 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $1,019,467,000 | 186 |
| Managed Assets ($) | $854,720,000 | 159 |
| Non-managed Assets ($) | $164,747,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,809,000 | 234 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $284,000 | 364 |
| Number of Managed Accounts | $269,000 | 339 |
| Number of Non-Managed Accounts | $15,000 | 341 |
| Total fiduciary and related assets | $968,711,000 | 193 |
| Managed Assets ($) | $809,425,000 | 163 |
| Non-managed Assets ($) | $159,286,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,884,000 | 238 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $270,000 | 368 |
| Number of Managed Accounts | $254,000 | 343 |
| Number of Non-Managed Accounts | $16,000 | 339 |
| Total fiduciary and related assets | $1,056,658,000 | 178 |
| Managed Assets ($) | $895,076,000 | 154 |
| Non-managed Assets ($) | $161,582,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $939,000 | 234 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $262,000 | 497 |
| Number of Managed Accounts | $243,000 | 427 |
| Number of Non-Managed Accounts | $19,000 | 647 |
| Total fiduciary and related assets | $1,364,414,000 | 149 |
| Managed Assets ($) | $1,199,240,000 | 126 |
| Non-managed Assets ($) | $165,174,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,375,000 | 252 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $244,000 | 376 |
| Number of Managed Accounts | $225,000 | 349 |
| Number of Non-Managed Accounts | $19,000 | 332 |
| Total fiduciary and related assets | $1,338,346,000 | 150 |
| Managed Assets ($) | $1,169,316,000 | 125 |
| Non-managed Assets ($) | $169,030,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,483,000 | 261 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $235,000 | 379 |
| Number of Managed Accounts | $216,000 | 355 |
| Number of Non-Managed Accounts | $19,000 | 334 |
| Total fiduciary and related assets | $1,370,887,000 | 154 |
| Managed Assets ($) | $1,191,117,000 | 127 |
| Non-managed Assets ($) | $179,770,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,641,000 | 262 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $223,000 | 385 |
| Number of Managed Accounts | $204,000 | 359 |
| Number of Non-Managed Accounts | $19,000 | 339 |
| Total fiduciary and related assets | $1,412,906,000 | 149 |
| Managed Assets ($) | $1,216,720,000 | 126 |
| Non-managed Assets ($) | $196,186,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $801,000 | 264 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $220,000 | 565 |
| Number of Managed Accounts | $201,000 | 482 |
| Number of Non-Managed Accounts | $19,000 | 688 |
| Total fiduciary and related assets | $1,145,710,000 | 170 |
| Managed Assets ($) | $955,910,000 | 147 |
| Non-managed Assets ($) | $189,800,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,029,000 | 273 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $211,000 | 387 |
| Number of Managed Accounts | $189,000 | 368 |
| Number of Non-Managed Accounts | $22,000 | 331 |
| Total fiduciary and related assets | $1,179,338,000 | 163 |
| Managed Assets ($) | $990,748,000 | 138 |
| Non-managed Assets ($) | $188,590,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,294,000 | 272 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $207,000 | 386 |
| Number of Managed Accounts | $185,000 | 367 |
| Number of Non-Managed Accounts | $22,000 | 328 |
| Total fiduciary and related assets | $945,637,000 | 185 |
| Managed Assets ($) | $762,516,000 | 162 |
| Non-managed Assets ($) | $183,121,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,414,000 | 280 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $206,000 | 389 |
| Number of Managed Accounts | $184,000 | 366 |
| Number of Non-Managed Accounts | $22,000 | 331 |
| Total fiduciary and related assets | $984,440,000 | 177 |
| Managed Assets ($) | $802,387,000 | 157 |
| Non-managed Assets ($) | $182,053,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $663,000 | 287 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $202,000 | 601 |
| Number of Managed Accounts | $180,000 | 511 |
| Number of Non-Managed Accounts | $22,000 | 669 |
| Total fiduciary and related assets | $523,282,000 | 259 |
| Managed Assets ($) | $346,377,000 | 275 |
| Non-managed Assets ($) | $176,905,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,383,000 | 292 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $247,000 | 362 |
| Number of Managed Accounts | $158,000 | 354 |
| Number of Non-Managed Accounts | $89,000 | 215 |
| Total fiduciary and related assets | $815,582,000 | 193 |
| Managed Assets ($) | $311,652,000 | 288 |
| Non-managed Assets ($) | $503,930,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,782,000 | 291 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $231,000 | 365 |
| Number of Managed Accounts | $142,000 | 359 |
| Number of Non-Managed Accounts | $89,000 | 216 |
| Total fiduciary and related assets | $790,863,000 | 191 |
| Managed Assets ($) | $300,209,000 | 285 |
| Non-managed Assets ($) | $490,654,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,109,000 | 306 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $231,000 | 367 |
| Number of Managed Accounts | $138,000 | 363 |
| Number of Non-Managed Accounts | $93,000 | 217 |
| Total fiduciary and related assets | $749,467,000 | 195 |
| Managed Assets ($) | $295,977,000 | 287 |
| Non-managed Assets ($) | $453,490,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $554,000 | 300 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $225,000 | 560 |
| Number of Managed Accounts | $135,000 | 583 |
| Number of Non-Managed Accounts | $90,000 | 342 |
| Total fiduciary and related assets | $762,541,000 | 191 |
| Managed Assets ($) | $277,378,000 | 289 |
| Non-managed Assets ($) | $485,163,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,977,000 | 311 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $214,000 | 358 |
| Number of Managed Accounts | $124,000 | 351 |
| Number of Non-Managed Accounts | $90,000 | 210 |
| Total fiduciary and related assets | $729,394,000 | 195 |
| Managed Assets ($) | $271,658,000 | 289 |
| Non-managed Assets ($) | $457,736,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,429,000 | 316 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $209,000 | 357 |
| Number of Managed Accounts | $121,000 | 350 |
| Number of Non-Managed Accounts | $88,000 | 212 |
| Total fiduciary and related assets | $708,089,000 | 189 |
| Managed Assets ($) | $265,165,000 | 283 |
| Non-managed Assets ($) | $442,924,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $941,000 | 316 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $197,000 | 358 |
| Number of Managed Accounts | $103,000 | 349 |
| Number of Non-Managed Accounts | $94,000 | 204 |
| Total fiduciary and related assets | $740,853,000 | 186 |
| Managed Assets ($) | $237,635,000 | 298 |
| Non-managed Assets ($) | $503,218,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $490,000 | 310 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $120,000 | 744 |
| Number of Managed Accounts | $92,000 | 676 |
| Number of Non-Managed Accounts | $28,000 | 629 |
| Total fiduciary and related assets | $339,779,000 | 296 |
| Managed Assets ($) | $204,537,000 | 316 |
| Non-managed Assets ($) | $135,242,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,792,000 | 285 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $105,000 | 380 |
| Number of Managed Accounts | $79,000 | 357 |
| Number of Non-Managed Accounts | $26,000 | 312 |
| Total fiduciary and related assets | $271,755,000 | 323 |
| Managed Assets ($) | $194,973,000 | 304 |
| Non-managed Assets ($) | $76,782,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,327,000 | 286 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $89,000 | 391 |
| Number of Managed Accounts | $62,000 | 369 |
| Number of Non-Managed Accounts | $27,000 | 310 |
| Total fiduciary and related assets | $308,561,000 | 314 |
| Managed Assets ($) | $211,981,000 | 312 |
| Non-managed Assets ($) | $96,580,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $981,000 | 272 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $81,000 | 395 |
| Number of Managed Accounts | $66,000 | 372 |
| Number of Non-Managed Accounts | $15,000 | 344 |
| Total fiduciary and related assets | $312,352,000 | 313 |
| Managed Assets ($) | $270,279,000 | 281 |
| Non-managed Assets ($) | $42,073,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,000 | 365 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $67,000 | 926 |
| Number of Managed Accounts | $52,000 | 831 |
| Number of Non-Managed Accounts | $15,000 | 805 |
| Total fiduciary and related assets | $348,799,000 | 287 |
| Managed Assets ($) | $309,708,000 | 255 |
| Non-managed Assets ($) | $39,091,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,429,000 | 323 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $68,000 | 383 |
| Number of Managed Accounts | $52,000 | 364 |
| Number of Non-Managed Accounts | $16,000 | 331 |
| Total fiduciary and related assets | $353,839,000 | 278 |
| Managed Assets ($) | $272,461,000 | 268 |
| Non-managed Assets ($) | $81,378,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,010,000 | 334 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $70,000 | 384 |
| Number of Managed Accounts | $42,000 | 367 |
| Number of Non-Managed Accounts | $28,000 | 306 |
| Total fiduciary and related assets | $342,269,000 | 272 |
| Managed Assets ($) | $266,898,000 | 263 |
| Non-managed Assets ($) | $75,371,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $637,000 | 344 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $71,000 | 391 |
| Number of Managed Accounts | $44,000 | 372 |
| Number of Non-Managed Accounts | $27,000 | 311 |
| Total fiduciary and related assets | $716,289,000 | 187 |
| Managed Assets ($) | $328,564,000 | 235 |
| Non-managed Assets ($) | $387,725,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $296,000 | 362 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $69,000 | 947 |
| Number of Managed Accounts | $42,000 | 907 |
| Number of Non-Managed Accounts | $27,000 | 698 |
| Total fiduciary and related assets | $347,555,000 | 276 |
| Managed Assets ($) | $231,613,000 | 293 |
| Non-managed Assets ($) | $115,942,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,353,000 | 323 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $71,000 | 382 |
| Number of Managed Accounts | $42,000 | 362 |
| Number of Non-Managed Accounts | $29,000 | 297 |
| Total fiduciary and related assets | $334,679,000 | 283 |
| Managed Assets ($) | $226,374,000 | 283 |
| Non-managed Assets ($) | $108,305,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,023,000 | 316 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $73,000 | 389 |
| Number of Managed Accounts | $43,000 | 369 |
| Number of Non-Managed Accounts | $30,000 | 298 |
| Total fiduciary and related assets | $268,811,000 | 311 |
| Managed Assets ($) | $205,088,000 | 294 |
| Non-managed Assets ($) | $63,723,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $676,000 | 325 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $72,000 | 388 |
| Number of Managed Accounts | $42,000 | 371 |
| Number of Non-Managed Accounts | $30,000 | 296 |
| Total fiduciary and related assets | $314,956,000 | 280 |
| Managed Assets ($) | $219,486,000 | 278 |
| Non-managed Assets ($) | $95,470,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $344,000 | 310 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $70,000 | 959 |
| Number of Managed Accounts | $41,000 | 934 |
| Number of Non-Managed Accounts | $29,000 | 677 |
| Total fiduciary and related assets | $253,662,000 | 327 |
| Managed Assets ($) | $160,747,000 | 356 |
| Non-managed Assets ($) | $92,915,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,577,000 | 306 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $72,000 | 412 |
| Number of Managed Accounts | $38,000 | 399 |
| Number of Non-Managed Accounts | $34,000 | 309 |
| Total fiduciary and related assets | $272,154,000 | 323 |
| Managed Assets ($) | $167,818,000 | 333 |
| Non-managed Assets ($) | $104,336,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,187,000 | 311 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $61,000 | 423 |
| Number of Managed Accounts | $32,000 | 406 |
| Number of Non-Managed Accounts | $29,000 | 320 |
| Total fiduciary and related assets | $296,365,000 | 325 |
| Managed Assets ($) | $181,136,000 | 337 |
| Non-managed Assets ($) | $115,229,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $772,000 | 326 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $61,000 | 427 |
| Number of Managed Accounts | $32,000 | 409 |
| Number of Non-Managed Accounts | $29,000 | 322 |
| Total fiduciary and related assets | $300,193,000 | 329 |
| Managed Assets ($) | $184,096,000 | 345 |
| Non-managed Assets ($) | $116,097,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $355,000 | 343 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $59,000 | 1,022 |
| Number of Managed Accounts | $28,000 | 1,038 |
| Number of Non-Managed Accounts | $31,000 | 674 |
| Total fiduciary and related assets | $261,938,000 | 359 |
| Managed Assets ($) | $143,232,000 | 431 |
| Non-managed Assets ($) | $118,706,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,471,000 | 328 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,059,000 | 334 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $668,000 | 353 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $315,000 | 368 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $31,000 | 1,220 |
| Number of Managed Accounts | $17,000 | 1,168 |
| Number of Non-Managed Accounts | $14,000 | 870 |
| Total fiduciary and related assets | $222,415,000 | 402 |
| Managed Assets ($) | $156,235,000 | 395 |
| Non-managed Assets ($) | $66,180,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $965,000 | 413 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $700,000 | 420 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $463,000 | 431 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $230,000 | 437 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $22,000 | 1,332 |
| Number of Managed Accounts | $11,000 | 1,310 |
| Number of Non-Managed Accounts | $11,000 | 969 |
| Total fiduciary and related assets | $169,080,000 | 459 |
| Managed Assets ($) | $120,780,000 | 444 |
| Non-managed Assets ($) | $48,300,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $956,000 | 401 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 390 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $509,000 | 386 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $285,000 | 364 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $18,000 | 1,398 |
| Number of Managed Accounts | $9,000 | 1,356 |
| Number of Non-Managed Accounts | $9,000 | 1,002 |
| Total fiduciary and related assets | $174,946,000 | 439 |
| Managed Assets ($) | $133,499,000 | 407 |
| Non-managed Assets ($) | $41,447,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $642,000 | 485 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $473,000 | 490 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 488 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $155,000 | 505 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $10,000 | 1,557 |
| Number of Managed Accounts | $5,000 | 1,513 |
| Number of Non-Managed Accounts | $5,000 | 1,119 |
| Total fiduciary and related assets | $142,072,000 | 477 |
| Managed Assets ($) | $124,971,000 | 415 |
| Non-managed Assets ($) | $17,101,000 | 561 |
| Memoranda | ||
| Gross Fiduciary activities income | $380,000 | 643 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $260,000 | 672 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $155,000 | 699 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,000 | 781 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |