Home > National Penn Bank > Fiduciary and Related Services
National Penn Bank, Fiduciary and Related Services
| 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 | $4,446,000 | 67 |
| Number of Managed Accounts | $4,145,000 | 52 |
| Number of Non-Managed Accounts | $301,000 | 115 |
| Total fiduciary and related assets | $2,861,629,000 | 103 |
| Managed Assets ($) | $2,558,002,000 | 77 |
| Non-managed Assets ($) | $303,627,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,420,000 | 89 |
| 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 | $4,425,000 | 68 |
| Number of Managed Accounts | $4,127,000 | 50 |
| Number of Non-Managed Accounts | $298,000 | 132 |
| Total fiduciary and related assets | $2,832,122,000 | 104 |
| Managed Assets ($) | $2,532,685,000 | 75 |
| Non-managed Assets ($) | $299,437,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,174,000 | 88 |
| 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 | $4,428,000 | 61 |
| Number of Managed Accounts | $4,130,000 | 48 |
| Number of Non-Managed Accounts | $298,000 | 117 |
| Total fiduciary and related assets | $2,810,305,000 | 103 |
| Managed Assets ($) | $2,517,888,000 | 74 |
| Non-managed Assets ($) | $292,417,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,671,000 | 86 |
| 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 | $4,384,000 | 62 |
| Number of Managed Accounts | $4,088,000 | 49 |
| Number of Non-Managed Accounts | $296,000 | 117 |
| Total fiduciary and related assets | $2,906,903,000 | 103 |
| Managed Assets ($) | $2,587,907,000 | 75 |
| Non-managed Assets ($) | $318,996,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,163,000 | 87 |
| 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 | $4,332,000 | 65 |
| Number of Managed Accounts | $4,031,000 | 49 |
| Number of Non-Managed Accounts | $301,000 | 123 |
| Total fiduciary and related assets | $2,934,229,000 | 101 |
| Managed Assets ($) | $2,609,834,000 | 73 |
| Non-managed Assets ($) | $324,395,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,434,000 | 90 |
| 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 | $4,335,000 | 64 |
| Number of Managed Accounts | $4,037,000 | 47 |
| Number of Non-Managed Accounts | $298,000 | 147 |
| Total fiduciary and related assets | $2,810,585,000 | 103 |
| Managed Assets ($) | $2,501,015,000 | 73 |
| Non-managed Assets ($) | $309,570,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,463,000 | 87 |
| 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 | $4,296,000 | 60 |
| Number of Managed Accounts | $4,006,000 | 46 |
| Number of Non-Managed Accounts | $290,000 | 125 |
| Total fiduciary and related assets | $2,709,765,000 | 102 |
| Managed Assets ($) | $2,411,463,000 | 74 |
| Non-managed Assets ($) | $298,302,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,100,000 | 87 |
| 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 | $4,289,000 | 59 |
| Number of Managed Accounts | $4,001,000 | 45 |
| Number of Non-Managed Accounts | $288,000 | 126 |
| Total fiduciary and related assets | $2,719,132,000 | 101 |
| Managed Assets ($) | $2,416,530,000 | 78 |
| Non-managed Assets ($) | $302,602,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,637,000 | 86 |
| 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 | $4,263,000 | 62 |
| Number of Managed Accounts | $3,977,000 | 48 |
| Number of Non-Managed Accounts | $286,000 | 127 |
| Total fiduciary and related assets | $2,640,134,000 | 102 |
| Managed Assets ($) | $2,344,319,000 | 79 |
| Non-managed Assets ($) | $295,815,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,231,000 | 88 |
| 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 | $4,265,000 | 61 |
| Number of Managed Accounts | $3,986,000 | 47 |
| Number of Non-Managed Accounts | $279,000 | 155 |
| Total fiduciary and related assets | $2,641,633,000 | 103 |
| Managed Assets ($) | $2,351,573,000 | 78 |
| Non-managed Assets ($) | $290,060,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,114,000 | 89 |
| 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 | $4,263,000 | 59 |
| Number of Managed Accounts | $3,981,000 | 46 |
| Number of Non-Managed Accounts | $282,000 | 125 |
| Total fiduciary and related assets | $2,521,884,000 | 103 |
| Managed Assets ($) | $2,244,538,000 | 79 |
| Non-managed Assets ($) | $277,346,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,885,000 | 89 |
| 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 | $4,259,000 | 59 |
| Number of Managed Accounts | $3,977,000 | 45 |
| Number of Non-Managed Accounts | $282,000 | 126 |
| Total fiduciary and related assets | $2,407,392,000 | 104 |
| Managed Assets ($) | $2,141,504,000 | 80 |
| Non-managed Assets ($) | $265,888,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,775,000 | 88 |
| 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 | $4,258,000 | 58 |
| Number of Managed Accounts | $3,976,000 | 43 |
| Number of Non-Managed Accounts | $282,000 | 129 |
| Total fiduciary and related assets | $2,446,742,000 | 104 |
| Managed Assets ($) | $2,180,153,000 | 80 |
| Non-managed Assets ($) | $266,589,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,780,000 | 88 |
| 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 | $4,373,000 | 57 |
| Number of Managed Accounts | $4,053,000 | 41 |
| Number of Non-Managed Accounts | $320,000 | 151 |
| Total fiduciary and related assets | $2,379,197,000 | 100 |
| Managed Assets ($) | $2,115,362,000 | 79 |
| Non-managed Assets ($) | $263,835,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,766,000 | 85 |
| 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 | $4,302,000 | 56 |
| Number of Managed Accounts | $3,983,000 | 39 |
| Number of Non-Managed Accounts | $319,000 | 119 |
| Total fiduciary and related assets | $2,439,467,000 | 100 |
| Managed Assets ($) | $2,176,985,000 | 77 |
| Non-managed Assets ($) | $262,482,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,782,000 | 87 |
| 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 | $4,277,000 | 58 |
| Number of Managed Accounts | $3,964,000 | 40 |
| Number of Non-Managed Accounts | $313,000 | 124 |
| Total fiduciary and related assets | $2,396,026,000 | 100 |
| Managed Assets ($) | $2,144,064,000 | 76 |
| Non-managed Assets ($) | $251,962,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,041,000 | 89 |
| 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 | $4,232,000 | 60 |
| Number of Managed Accounts | $3,913,000 | 41 |
| Number of Non-Managed Accounts | $319,000 | 121 |
| Total fiduciary and related assets | $2,384,072,000 | 101 |
| Managed Assets ($) | $2,121,325,000 | 79 |
| Non-managed Assets ($) | $262,747,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,520,000 | 86 |
| 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 | $4,218,000 | 60 |
| Number of Managed Accounts | $3,875,000 | 41 |
| Number of Non-Managed Accounts | $343,000 | 144 |
| Total fiduciary and related assets | $2,248,284,000 | 100 |
| Managed Assets ($) | $1,998,466,000 | 79 |
| Non-managed Assets ($) | $249,818,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,695,000 | 78 |
| 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 | $4,637,000 | 58 |
| Number of Managed Accounts | $3,878,000 | 43 |
| Number of Non-Managed Accounts | $759,000 | 74 |
| Total fiduciary and related assets | $2,203,872,000 | 98 |
| Managed Assets ($) | $1,979,360,000 | 80 |
| Non-managed Assets ($) | $224,512,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,271,000 | 78 |
| 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 | $4,638,000 | 59 |
| Number of Managed Accounts | $3,867,000 | 43 |
| Number of Non-Managed Accounts | $771,000 | 77 |
| Total fiduciary and related assets | $2,336,321,000 | 99 |
| Managed Assets ($) | $2,099,306,000 | 81 |
| Non-managed Assets ($) | $237,015,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,796,000 | 80 |
| 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 | $4,668,000 | 59 |
| Number of Managed Accounts | $3,898,000 | 42 |
| Number of Non-Managed Accounts | $770,000 | 79 |
| Total fiduciary and related assets | $2,224,714,000 | 99 |
| Managed Assets ($) | $1,993,743,000 | 81 |
| Non-managed Assets ($) | $230,971,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,340,000 | 79 |
| 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 | $4,626,000 | 61 |
| Number of Managed Accounts | $3,854,000 | 42 |
| Number of Non-Managed Accounts | $772,000 | 89 |
| Total fiduciary and related assets | $2,175,896,000 | 100 |
| Managed Assets ($) | $1,951,941,000 | 80 |
| Non-managed Assets ($) | $223,955,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,169,000 | 78 |
| 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 | $4,610,000 | 58 |
| Number of Managed Accounts | $3,839,000 | 41 |
| Number of Non-Managed Accounts | $771,000 | 80 |
| Total fiduciary and related assets | $2,094,180,000 | 103 |
| Managed Assets ($) | $1,847,283,000 | 80 |
| Non-managed Assets ($) | $246,897,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,946,000 | 76 |
| 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 | $4,624,000 | 59 |
| Number of Managed Accounts | $3,849,000 | 42 |
| Number of Non-Managed Accounts | $775,000 | 81 |
| Total fiduciary and related assets | $1,950,050,000 | 104 |
| Managed Assets ($) | $1,727,465,000 | 82 |
| Non-managed Assets ($) | $222,585,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,777,000 | 77 |
| 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 | $4,586,000 | 59 |
| Number of Managed Accounts | $3,821,000 | 41 |
| Number of Non-Managed Accounts | $765,000 | 83 |
| Total fiduciary and related assets | $1,982,652,000 | 107 |
| Managed Assets ($) | $1,739,963,000 | 83 |
| Non-managed Assets ($) | $242,689,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,300,000 | 78 |
| 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 | $4,521,000 | 69 |
| Number of Managed Accounts | $3,788,000 | 45 |
| Number of Non-Managed Accounts | $733,000 | 99 |
| Total fiduciary and related assets | $1,897,882,000 | 109 |
| Managed Assets ($) | $1,659,954,000 | 85 |
| Non-managed Assets ($) | $237,928,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,615,000 | 84 |
| 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 | $4,482,000 | 65 |
| Number of Managed Accounts | $3,772,000 | 45 |
| Number of Non-Managed Accounts | $710,000 | 87 |
| Total fiduciary and related assets | $1,829,925,000 | 111 |
| Managed Assets ($) | $1,610,009,000 | 85 |
| Non-managed Assets ($) | $219,916,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,619,000 | 84 |
| 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 | $4,489,000 | 67 |
| Number of Managed Accounts | $3,792,000 | 47 |
| Number of Non-Managed Accounts | $697,000 | 87 |
| Total fiduciary and related assets | $1,738,818,000 | 110 |
| Managed Assets ($) | $1,533,488,000 | 86 |
| Non-managed Assets ($) | $205,330,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,694,000 | 86 |
| 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 | $4,432,000 | 64 |
| Number of Managed Accounts | $3,745,000 | 46 |
| Number of Non-Managed Accounts | $687,000 | 86 |
| Total fiduciary and related assets | $1,594,568,000 | 111 |
| Managed Assets ($) | $1,428,713,000 | 86 |
| Non-managed Assets ($) | $165,855,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,787,000 | 85 |
| 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 | $4,392,000 | 69 |
| Number of Managed Accounts | $3,735,000 | 48 |
| Number of Non-Managed Accounts | $657,000 | 110 |
| Total fiduciary and related assets | $1,699,605,000 | 113 |
| Managed Assets ($) | $1,500,473,000 | 88 |
| Non-managed Assets ($) | $199,132,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,819,000 | 88 |
| 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 | $4,399,000 | 67 |
| Number of Managed Accounts | $3,738,000 | 49 |
| Number of Non-Managed Accounts | $661,000 | 97 |
| Total fiduciary and related assets | $1,851,226,000 | 112 |
| Managed Assets ($) | $1,647,450,000 | 90 |
| Non-managed Assets ($) | $203,776,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,909,000 | 88 |
| 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 | $4,399,000 | 67 |
| Number of Managed Accounts | $3,745,000 | 50 |
| Number of Non-Managed Accounts | $654,000 | 97 |
| Total fiduciary and related assets | $1,992,733,000 | 113 |
| Managed Assets ($) | $1,757,771,000 | 92 |
| Non-managed Assets ($) | $234,962,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,537,000 | 90 |
| 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 | $4,431,000 | 68 |
| Number of Managed Accounts | $3,800,000 | 50 |
| Number of Non-Managed Accounts | $631,000 | 96 |
| Total fiduciary and related assets | $2,091,438,000 | 116 |
| Managed Assets ($) | $1,840,821,000 | 91 |
| Non-managed Assets ($) | $250,617,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,999,000 | 94 |
| 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 | $2,774,000 | 95 |
| Number of Managed Accounts | $2,357,000 | 71 |
| Number of Non-Managed Accounts | $417,000 | 154 |
| Total fiduciary and related assets | $1,285,438,000 | 156 |
| Managed Assets ($) | $1,123,315,000 | 118 |
| Non-managed Assets ($) | $162,123,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,993,000 | 119 |
| 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 | $2,587,000 | 89 |
| Number of Managed Accounts | $2,184,000 | 76 |
| Number of Non-Managed Accounts | $403,000 | 122 |
| Total fiduciary and related assets | $1,265,681,000 | 158 |
| Managed Assets ($) | $1,100,656,000 | 124 |
| Non-managed Assets ($) | $165,025,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,857,000 | 118 |
| 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 | $2,538,000 | 90 |
| Number of Managed Accounts | $2,144,000 | 78 |
| Number of Non-Managed Accounts | $394,000 | 126 |
| Total fiduciary and related assets | $1,150,910,000 | 171 |
| Managed Assets ($) | $1,066,035,000 | 131 |
| Non-managed Assets ($) | $84,875,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,871,000 | 126 |
| 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 | $2,386,000 | 93 |
| Number of Managed Accounts | $2,095,000 | 78 |
| Number of Non-Managed Accounts | $291,000 | 141 |
| Total fiduciary and related assets | $1,112,253,000 | 172 |
| Managed Assets ($) | $1,030,825,000 | 128 |
| Non-managed Assets ($) | $81,428,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,855,000 | 127 |
| 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 | $2,275,000 | 103 |
| Number of Managed Accounts | $2,016,000 | 83 |
| Number of Non-Managed Accounts | $259,000 | 202 |
| Total fiduciary and related assets | $1,118,516,000 | 170 |
| Managed Assets ($) | $955,300,000 | 134 |
| Non-managed Assets ($) | $163,216,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,244,000 | 122 |
| 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 | $2,254,000 | 104 |
| Number of Managed Accounts | $2,005,000 | 87 |
| Number of Non-Managed Accounts | $249,000 | 158 |
| Total fiduciary and related assets | $1,099,923,000 | 177 |
| Managed Assets ($) | $945,386,000 | 140 |
| Non-managed Assets ($) | $154,537,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,325,000 | 130 |
| 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 | $2,228,000 | 108 |
| Number of Managed Accounts | $1,986,000 | 92 |
| Number of Non-Managed Accounts | $242,000 | 166 |
| Total fiduciary and related assets | $1,059,164,000 | 182 |
| Managed Assets ($) | $908,301,000 | 144 |
| Non-managed Assets ($) | $150,863,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,582,000 | 134 |
| 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 | $2,168,000 | 111 |
| Number of Managed Accounts | $1,934,000 | 93 |
| Number of Non-Managed Accounts | $234,000 | 170 |
| Total fiduciary and related assets | $1,080,315,000 | 179 |
| Managed Assets ($) | $928,096,000 | 142 |
| Non-managed Assets ($) | $152,219,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,722,000 | 135 |
| 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 | $2,101,000 | 121 |
| Number of Managed Accounts | $1,876,000 | 97 |
| Number of Non-Managed Accounts | $225,000 | 230 |
| Total fiduciary and related assets | $1,032,171,000 | 182 |
| Managed Assets ($) | $887,030,000 | 143 |
| Non-managed Assets ($) | $145,141,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,712,000 | 131 |
| 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 | $2,083,000 | 113 |
| Number of Managed Accounts | $1,862,000 | 95 |
| Number of Non-Managed Accounts | $221,000 | 175 |
| Total fiduciary and related assets | $1,015,843,000 | 179 |
| Managed Assets ($) | $871,919,000 | 142 |
| Non-managed Assets ($) | $143,924,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,006,000 | 130 |
| 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 | $2,068,000 | 109 |
| Number of Managed Accounts | $1,852,000 | 91 |
| Number of Non-Managed Accounts | $216,000 | 174 |
| Total fiduciary and related assets | $1,015,473,000 | 177 |
| Managed Assets ($) | $907,272,000 | 131 |
| Non-managed Assets ($) | $108,201,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,333,000 | 130 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| 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 | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| 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 | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| 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 | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| 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 | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| 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 | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| 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 | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| 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 | $0 | 1,504 |
| 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 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,332 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,398 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,450 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,590 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $676,000 | 640 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,250,000 | 492 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,098,000 | 529 |