Home > Capital City Bank > Fiduciary and Related Services

Capital City Bank, Fiduciary and Related Services

2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$667,000251
Number of Managed Accounts$653,000233
Number of Non-Managed Accounts$14,000301
Total fiduciary and related assets$1,112,103,000206
Managed Assets ($)$1,095,016,000173
Non-managed Assets ($)$17,087,000292
Memoranda
Gross Fiduciary activities income$1,640,000211
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$656,000286
Number of Managed Accounts$642,000256
Number of Non-Managed Accounts$14,000589
Total fiduciary and related assets$1,098,012,000217
Managed Assets ($)$1,080,031,000178
Non-managed Assets ($)$17,981,000449
Memoranda
Gross Fiduciary activities income$6,799,000205
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$659,000254
Number of Managed Accounts$643,000238
Number of Non-Managed Accounts$16,000293
Total fiduciary and related assets$1,061,427,000217
Managed Assets ($)$1,044,085,000180
Non-managed Assets ($)$17,342,000289
Memoranda
Gross Fiduciary activities income$5,008,000206
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$662,000272
Number of Managed Accounts$644,000253
Number of Non-Managed Accounts$18,000332
Total fiduciary and related assets$1,097,679,000210
Managed Assets ($)$1,079,028,000176
Non-managed Assets ($)$18,651,000338
Memoranda
Gross Fiduciary activities income$3,301,000206
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$652,000255
Number of Managed Accounts$640,000237
Number of Non-Managed Accounts$12,000299
Total fiduciary and related assets$1,062,964,000209
Managed Assets ($)$1,048,033,000175
Non-managed Assets ($)$14,931,000288
Memoranda
Gross Fiduciary activities income$1,591,000209
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$649,000287
Number of Managed Accounts$640,000254
Number of Non-Managed Accounts$9,000652
Total fiduciary and related assets$999,563,000217
Managed Assets ($)$985,610,000179
Non-managed Assets ($)$13,953,000492
Memoranda
Gross Fiduciary activities income$5,972,000202
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$628,000255
Number of Managed Accounts$619,000236
Number of Non-Managed Accounts$9,000309
Total fiduciary and related assets$934,842,000212
Managed Assets ($)$921,829,000175
Non-managed Assets ($)$13,013,000295
Memoranda
Gross Fiduciary activities income$4,311,000201
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$611,000280
Number of Managed Accounts$602,000254
Number of Non-Managed Accounts$9,000357
Total fiduciary and related assets$882,834,000221
Managed Assets ($)$871,210,000179
Non-managed Assets ($)$11,624,000350
Memoranda
Gross Fiduciary activities income$2,780,000204
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$613,000259
Number of Managed Accounts$604,000237
Number of Non-Managed Accounts$9,000308
Total fiduciary and related assets$793,538,000216
Managed Assets ($)$782,612,000175
Non-managed Assets ($)$10,926,000301
Memoranda
Gross Fiduciary activities income$1,274,000221
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$596,000303
Number of Managed Accounts$587,000262
Number of Non-Managed Accounts$9,000669
Total fiduciary and related assets$906,530,000217
Managed Assets ($)$893,883,000177
Non-managed Assets ($)$12,647,000504
Memoranda
Gross Fiduciary activities income$5,762,000207
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$590,000262
Number of Managed Accounts$581,000241
Number of Non-Managed Accounts$9,000312
Total fiduciary and related assets$868,747,000214
Managed Assets ($)$856,941,000174
Non-managed Assets ($)$11,806,000302
Memoranda
Gross Fiduciary activities income$4,244,000205
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$592,000282
Number of Managed Accounts$582,000251
Number of Non-Managed Accounts$10,000340
Total fiduciary and related assets$916,892,000205
Managed Assets ($)$905,185,000171
Non-managed Assets ($)$11,707,000334
Memoranda
Gross Fiduciary activities income$2,790,000207
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$591,000286
Number of Managed Accounts$577,000255
Number of Non-Managed Accounts$14,000335
Total fiduciary and related assets$961,833,000202
Managed Assets ($)$883,300,000172
Non-managed Assets ($)$78,533,000257
Memoranda
Gross Fiduciary activities income$1,386,000207
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$587,000309
Number of Managed Accounts$572,000263
Number of Non-Managed Accounts$15,000615
Total fiduciary and related assets$831,218,000213
Managed Assets ($)$760,164,000179
Non-managed Assets ($)$71,054,000282
Memoranda
Gross Fiduciary activities income$5,309,000212
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$585,000281
Number of Managed Accounts$571,000253
Number of Non-Managed Accounts$14,000339
Total fiduciary and related assets$909,805,000207
Managed Assets ($)$829,356,000174
Non-managed Assets ($)$80,449,000258
Memoranda
Gross Fiduciary activities income$3,903,000213
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$579,000286
Number of Managed Accounts$566,000257
Number of Non-Managed Accounts$13,000343
Total fiduciary and related assets$871,377,000210
Managed Assets ($)$807,218,000175
Non-managed Assets ($)$64,159,000273
Memoranda
Gross Fiduciary activities income$2,578,000213
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$572,000291
Number of Managed Accounts$558,000258
Number of Non-Managed Accounts$14,000341
Total fiduciary and related assets$879,158,000211
Managed Assets ($)$815,518,000176
Non-managed Assets ($)$63,640,000273
Memoranda
Gross Fiduciary activities income$1,250,000216
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$570,000314
Number of Managed Accounts$556,000271
Number of Non-Managed Accounts$14,000648
Total fiduciary and related assets$869,906,000211
Managed Assets ($)$805,495,000177
Non-managed Assets ($)$64,411,000298
Memoranda
Gross Fiduciary activities income$5,044,000208
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$567,000284
Number of Managed Accounts$554,000258
Number of Non-Managed Accounts$13,000334
Total fiduciary and related assets$827,574,000212
Managed Assets ($)$765,577,000179
Non-managed Assets ($)$61,997,000262
Memoranda
Gross Fiduciary activities income$3,631,000214
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$565,000290
Number of Managed Accounts$552,000259
Number of Non-Managed Accounts$13,000335
Total fiduciary and related assets$802,319,000212
Managed Assets ($)$741,854,000177
Non-managed Assets ($)$60,465,000263
Memoranda
Gross Fiduciary activities income$2,369,000220
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$554,000295
Number of Managed Accounts$541,000262
Number of Non-Managed Accounts$13,000338
Total fiduciary and related assets$780,253,000212
Managed Assets ($)$720,101,000179
Non-managed Assets ($)$60,152,000262
Memoranda
Gross Fiduciary activities income$1,144,000222
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$555,000323
Number of Managed Accounts$543,000274
Number of Non-Managed Accounts$12,000696
Total fiduciary and related assets$764,819,000212
Managed Assets ($)$707,904,000178
Non-managed Assets ($)$56,915,000306
Memoranda
Gross Fiduciary activities income$4,528,000214
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$545,000297
Number of Managed Accounts$533,000261
Number of Non-Managed Accounts$12,000351
Total fiduciary and related assets$761,633,000216
Managed Assets ($)$705,141,000176
Non-managed Assets ($)$56,492,000271
Memoranda
Gross Fiduciary activities income$3,342,000213
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$535,000300
Number of Managed Accounts$523,000267
Number of Non-Managed Accounts$12,000349
Total fiduciary and related assets$761,017,000214
Managed Assets ($)$706,042,000179
Non-managed Assets ($)$54,975,000276
Memoranda
Gross Fiduciary activities income$2,187,000218
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$520,000303
Number of Managed Accounts$507,000271
Number of Non-Managed Accounts$13,000347
Total fiduciary and related assets$754,581,000213
Managed Assets ($)$695,848,000179
Non-managed Assets ($)$58,733,000267
Memoranda
Gross Fiduciary activities income$1,110,000215
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$524,000333
Number of Managed Accounts$510,000275
Number of Non-Managed Accounts$14,000702
Total fiduciary and related assets$742,157,000213
Managed Assets ($)$680,957,000181
Non-managed Assets ($)$61,200,000288
Memoranda
Gross Fiduciary activities income$4,461,000220
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$516,000306
Number of Managed Accounts$502,000267
Number of Non-Managed Accounts$14,000343
Total fiduciary and related assets$737,367,000213
Managed Assets ($)$661,783,000178
Non-managed Assets ($)$75,584,000244
Memoranda
Gross Fiduciary activities income$3,184,000226
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$510,000309
Number of Managed Accounts$496,000270
Number of Non-Managed Accounts$14,000346
Total fiduciary and related assets$751,341,000217
Managed Assets ($)$667,645,000181
Non-managed Assets ($)$83,696,000243
Memoranda
Gross Fiduciary activities income$2,125,000229
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$512,000308
Number of Managed Accounts$497,000267
Number of Non-Managed Accounts$15,000349
Total fiduciary and related assets$759,219,000216
Managed Assets ($)$665,881,000184
Non-managed Assets ($)$93,338,000236
Memoranda
Gross Fiduciary activities income$1,073,000228
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$517,000342
Number of Managed Accounts$502,000282
Number of Non-Managed Accounts$15,000730
Total fiduciary and related assets$766,390,000211
Managed Assets ($)$674,303,000181
Non-managed Assets ($)$92,087,000245
Memoranda
Gross Fiduciary activities income$4,025,000228
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$517,000308
Number of Managed Accounts$502,000267
Number of Non-Managed Accounts$15,000348
Total fiduciary and related assets$754,065,000211
Managed Assets ($)$660,854,000181
Non-managed Assets ($)$93,211,000235
Memoranda
Gross Fiduciary activities income$2,935,000230
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$514,000309
Number of Managed Accounts$499,000269
Number of Non-Managed Accounts$15,000343
Total fiduciary and related assets$742,977,000211
Managed Assets ($)$647,405,000184
Non-managed Assets ($)$95,572,000231
Memoranda
Gross Fiduciary activities income$1,930,000236
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$519,000309
Number of Managed Accounts$504,000272
Number of Non-Managed Accounts$15,000350
Total fiduciary and related assets$726,106,000210
Managed Assets ($)$631,033,000182
Non-managed Assets ($)$95,073,000230
Memoranda
Gross Fiduciary activities income$970,000238
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$528,000345
Number of Managed Accounts$513,000285
Number of Non-Managed Accounts$15,000741
Total fiduciary and related assets$729,989,000208
Managed Assets ($)$634,851,000178
Non-managed Assets ($)$95,138,000243
Memoranda
Gross Fiduciary activities income$3,985,000213
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$537,000301
Number of Managed Accounts$522,000262
Number of Non-Managed Accounts$15,000334
Total fiduciary and related assets$715,128,000205
Managed Assets ($)$626,673,000170
Non-managed Assets ($)$88,455,000231
Memoranda
Gross Fiduciary activities income$2,897,000213
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$526,000302
Number of Managed Accounts$511,000261
Number of Non-Managed Accounts$15,000334
Total fiduciary and related assets$693,016,000203
Managed Assets ($)$608,718,000170
Non-managed Assets ($)$84,298,000236
Memoranda
Gross Fiduciary activities income$1,921,000213
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$545,000298
Number of Managed Accounts$530,000257
Number of Non-Managed Accounts$15,000334
Total fiduciary and related assets$708,222,000198
Managed Assets ($)$624,974,000170
Non-managed Assets ($)$83,248,000240
Memoranda
Gross Fiduciary activities income$993,000208
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$564,000327
Number of Managed Accounts$548,000263
Number of Non-Managed Accounts$16,000746
Total fiduciary and related assets$691,797,000202
Managed Assets ($)$614,251,000171
Non-managed Assets ($)$77,546,000267
Memoranda
Gross Fiduciary activities income$4,155,000196
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$565,000286
Number of Managed Accounts$549,000245
Number of Non-Managed Accounts$16,000320
Total fiduciary and related assets$768,241,000193
Managed Assets ($)$690,927,000156
Non-managed Assets ($)$77,314,000235
Memoranda
Gross Fiduciary activities income$3,055,000195
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$581,000280
Number of Managed Accounts$562,000236
Number of Non-Managed Accounts$19,000315
Total fiduciary and related assets$768,884,000183
Managed Assets ($)$668,352,000151
Non-managed Assets ($)$100,532,000213
Memoranda
Gross Fiduciary activities income$2,035,000196
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$585,000278
Number of Managed Accounts$567,000233
Number of Non-Managed Accounts$18,000315
Total fiduciary and related assets$767,346,000184
Managed Assets ($)$688,568,000152
Non-managed Assets ($)$78,778,000224
Memoranda
Gross Fiduciary activities income$1,015,000197
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$601,000316
Number of Managed Accounts$583,000248
Number of Non-Managed Accounts$18,000731
Total fiduciary and related assets$733,120,000185
Managed Assets ($)$660,603,000153
Non-managed Assets ($)$72,517,000261
Memoranda
Gross Fiduciary activities income$4,365,000154
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$613,000276
Number of Managed Accounts$595,000226
Number of Non-Managed Accounts$18,000331
Total fiduciary and related assets$708,322,000184
Managed Assets ($)$640,421,000154
Non-managed Assets ($)$67,901,000234
Memoranda
Gross Fiduciary activities income$3,240,000153
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$620,000274
Number of Managed Accounts$600,000225
Number of Non-Managed Accounts$20,000327
Total fiduciary and related assets$757,206,000186
Managed Assets ($)$677,140,000156
Non-managed Assets ($)$80,066,000229
Memoranda
Gross Fiduciary activities income$2,160,000158
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$662,000267
Number of Managed Accounts$640,000216
Number of Non-Managed Accounts$22,000323
Total fiduciary and related assets$814,274,000177
Managed Assets ($)$732,317,000146
Non-managed Assets ($)$81,957,000224
Memoranda
Gross Fiduciary activities income$1,080,000158
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$677,000294
Number of Managed Accounts$654,000225
Number of Non-Managed Accounts$23,000718
Total fiduciary and related assets$822,728,000175
Managed Assets ($)$744,907,000145
Non-managed Assets ($)$77,821,000253
Memoranda
Gross Fiduciary activities income$4,235,000155
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$695,000260
Number of Managed Accounts$671,000209
Number of Non-Managed Accounts$24,000311
Total fiduciary and related assets$791,216,000173
Managed Assets ($)$719,059,000145
Non-managed Assets ($)$72,157,000231
Memoranda
Gross Fiduciary activities income$3,140,000155
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$707,000255
Number of Managed Accounts$682,000202
Number of Non-Managed Accounts$25,000312
Total fiduciary and related assets$750,098,000175
Managed Assets ($)$678,946,000143
Non-managed Assets ($)$71,152,000236
Memoranda
Gross Fiduciary activities income$2,100,000157
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$722,000256
Number of Managed Accounts$696,000200
Number of Non-Managed Accounts$26,000314
Total fiduciary and related assets$793,155,000175
Managed Assets ($)$712,796,000144
Non-managed Assets ($)$80,359,000235
Memoranda
Gross Fiduciary activities income$1,020,000161
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$725,000290
Number of Managed Accounts$698,000219
Number of Non-Managed Accounts$27,000698
Total fiduciary and related assets$784,937,000178
Managed Assets ($)$706,799,000143
Non-managed Assets ($)$78,138,000259
Memoranda
Gross Fiduciary activities income$3,925,000162
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$725,000255
Number of Managed Accounts$712,000199
Number of Non-Managed Accounts$13,000338
Total fiduciary and related assets$707,872,000188
Managed Assets ($)$689,292,000147
Non-managed Assets ($)$18,580,000301
Memoranda
Gross Fiduciary activities income$2,860,000164
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$730,000254
Number of Managed Accounts$718,000200
Number of Non-Managed Accounts$12,000352
Total fiduciary and related assets$668,801,000188
Managed Assets ($)$651,625,000147
Non-managed Assets ($)$17,176,000304
Memoranda
Gross Fiduciary activities income$1,900,000169
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$721,000253
Number of Managed Accounts$713,000200
Number of Non-Managed Accounts$8,000359
Total fiduciary and related assets$641,039,000187
Managed Assets ($)$628,926,000147
Non-managed Assets ($)$12,113,000316
Memoranda
Gross Fiduciary activities income$970,000165
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$733,000288
Number of Managed Accounts$725,000213
Number of Non-Managed Accounts$8,000948
Total fiduciary and related assets$677,164,000188
Managed Assets ($)$664,717,000147
Non-managed Assets ($)$12,447,000560
Memoranda
Gross Fiduciary activities income$4,235,000171
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$745,000250
Number of Managed Accounts$736,000197
Number of Non-Managed Accounts$9,000376
Total fiduciary and related assets$719,539,000191
Managed Assets ($)$705,548,000148
Non-managed Assets ($)$13,991,000340
Memoranda
Gross Fiduciary activities income$3,300,000172
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$735,000261
Number of Managed Accounts$728,000204
Number of Non-Managed Accounts$7,000390
Total fiduciary and related assets$734,111,000200
Managed Assets ($)$719,284,000155
Non-managed Assets ($)$14,827,000341
Memoranda
Gross Fiduciary activities income$2,275,000171
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$748,000259
Number of Managed Accounts$737,000204
Number of Non-Managed Accounts$11,000378
Total fiduciary and related assets$774,450,000202
Managed Assets ($)$758,740,000158
Non-managed Assets ($)$15,710,000343
Memoranda
Gross Fiduciary activities income$1,150,000169
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$739,000280
Number of Managed Accounts$726,000211
Number of Non-Managed Accounts$13,000869
Total fiduciary and related assets$799,500,000202
Managed Assets ($)$781,280,000155
Non-managed Assets ($)$18,220,000521
Memoranda
Gross Fiduciary activities income$4,700,000164
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$740,000254
Number of Managed Accounts$726,000203
Number of Non-Managed Accounts$14,000352
Total fiduciary and related assets$781,431,000205
Managed Assets ($)$765,214,000155
Non-managed Assets ($)$16,217,000324
Memoranda
Gross Fiduciary activities income$3,600,000159
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$745,000255
Number of Managed Accounts$730,000204
Number of Non-Managed Accounts$15,000359
Total fiduciary and related assets$783,724,000210
Managed Assets ($)$767,776,000160
Non-managed Assets ($)$15,948,000335
Memoranda
Gross Fiduciary activities income$2,400,000167
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$756,000255
Number of Managed Accounts$735,000202
Number of Non-Managed Accounts$21,000341
Total fiduciary and related assets$784,998,000209
Managed Assets ($)$764,727,000156
Non-managed Assets ($)$20,271,000327
Memoranda
Gross Fiduciary activities income$1,225,000160
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$731,000287
Number of Managed Accounts$719,000214
Number of Non-Managed Accounts$12,000901
Total fiduciary and related assets$767,976,000209
Managed Assets ($)$753,492,000158
Non-managed Assets ($)$14,484,000582
Memoranda
Gross Fiduciary activities income$4,600,000164
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$768,000255
Number of Managed Accounts$754,000199
Number of Non-Managed Accounts$14,000354
Total fiduciary and related assets$724,950,000215
Managed Assets ($)$713,052,000166
Non-managed Assets ($)$11,898,000345
Memoranda
Gross Fiduciary activities income$3,419,000170
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$751,000263
Number of Managed Accounts$740,000207
Number of Non-Managed Accounts$11,000368
Total fiduciary and related assets$694,968,000226
Managed Assets ($)$685,945,000173
Non-managed Assets ($)$9,023,000358
Memoranda
Gross Fiduciary activities income$2,205,000178
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$754,000263
Number of Managed Accounts$742,000207
Number of Non-Managed Accounts$12,000373
Total fiduciary and related assets$707,232,000223
Managed Assets ($)$697,253,000170
Non-managed Assets ($)$9,979,000360
Memoranda
Gross Fiduciary activities income$1,050,000184
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$745,000288
Number of Managed Accounts$732,000215
Number of Non-Managed Accounts$13,000933
Total fiduciary and related assets$698,692,000224
Managed Assets ($)$687,757,000172
Non-managed Assets ($)$10,935,000625
Memoranda
Gross Fiduciary activities income$4,419,000172
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$755,000253
Number of Managed Accounts$744,000200
Number of Non-Managed Accounts$11,000370
Total fiduciary and related assets$691,841,000224
Managed Assets ($)$680,879,000170
Non-managed Assets ($)$10,962,000351
Memoranda
Gross Fiduciary activities income$3,176,000174
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$756,000253
Number of Managed Accounts$745,000198
Number of Non-Managed Accounts$11,000386
Total fiduciary and related assets$656,391,000225
Managed Assets ($)$645,456,000173
Non-managed Assets ($)$10,935,000359
Memoranda
Gross Fiduciary activities income$2,125,000173
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$747,000255
Number of Managed Accounts$734,000199
Number of Non-Managed Accounts$13,000381
Total fiduciary and related assets$657,321,000229
Managed Assets ($)$646,056,000174
Non-managed Assets ($)$11,265,000360
Memoranda
Gross Fiduciary activities income$1,112,000172
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$737,000285
Number of Managed Accounts$723,000206
Number of Non-Managed Accounts$14,000908
Total fiduciary and related assets$657,559,000229
Managed Assets ($)$646,674,000174
Non-managed Assets ($)$10,885,000615
Memoranda
Gross Fiduciary activities income$4,007,000176
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$735,000252
Number of Managed Accounts$720,000197
Number of Non-Managed Accounts$15,000368
Total fiduciary and related assets$616,924,000227
Managed Assets ($)$606,753,000175
Non-managed Assets ($)$10,171,000354
Memoranda
Gross Fiduciary activities income$2,726,000181
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$733,000258
Number of Managed Accounts$719,000198
Number of Non-Managed Accounts$14,000379
Total fiduciary and related assets$636,064,000227
Managed Assets ($)$626,555,000172
Non-managed Assets ($)$9,509,000367
Memoranda
Gross Fiduciary activities income$1,691,000193
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$742,000258
Number of Managed Accounts$731,000199
Number of Non-Managed Accounts$11,000388
Total fiduciary and related assets$634,998,000231
Managed Assets ($)$625,618,000174
Non-managed Assets ($)$9,380,000376
Memoranda
Gross Fiduciary activities income$741,000206
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$618,000336
Number of Managed Accounts$608,000248
Number of Non-Managed Accounts$10,0001,006
Total fiduciary and related assets$408,129,000288
Managed Assets ($)$398,586,000220
Non-managed Assets ($)$9,543,000666
Memoranda
Gross Fiduciary activities income$2,650,000217
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$617,000300
Number of Managed Accounts$602,000240
Number of Non-Managed Accounts$15,000389
Total fiduciary and related assets$383,493,000295
Managed Assets ($)$369,751,000232
Non-managed Assets ($)$13,742,000369
Memoranda
Gross Fiduciary activities income$1,915,000229
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$609,000305
Number of Managed Accounts$593,000243
Number of Non-Managed Accounts$16,000393
Total fiduciary and related assets$376,223,000299
Managed Assets ($)$362,698,000234
Non-managed Assets ($)$13,525,000372
Memoranda
Gross Fiduciary activities income$1,255,000237
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$599,000315
Number of Managed Accounts$585,000253
Number of Non-Managed Accounts$14,000405
Total fiduciary and related assets$342,862,000312
Managed Assets ($)$329,952,000247
Non-managed Assets ($)$12,910,000378
Memoranda
Gross Fiduciary activities income$605,000252
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$602,000362
Number of Managed Accounts$587,000273
Number of Non-Managed Accounts$15,000934
Total fiduciary and related assets$350,992,000312
Managed Assets ($)$338,038,000243
Non-managed Assets ($)$12,954,000598
Memoranda
Gross Fiduciary activities income$2,521,000244
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$577,000350
Number of Managed Accounts$562,000264
Number of Non-Managed Accounts$15,000901
Total fiduciary and related assets$350,826,000294
Managed Assets ($)$337,052,000243
Non-managed Assets ($)$13,774,000570
Memoranda
Gross Fiduciary activities income$2,505,000254
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$2,435,000263
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$2,227,000313
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$1,761,000344
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$1,202,000420
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$1,164,000468
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$942,000546
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 incomeNANA
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 incomeNANA
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 incomeNANA