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Centennial Bank, Fiduciary and Related Services

2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$42,520,00018
Number of Managed Accounts$1,007,000199
Number of Non-Managed Accounts$41,513,0009
Total fiduciary and related assets$3,747,248,000128
Managed Assets ($)$880,112,000211
Non-managed Assets ($)$2,867,136,00078
Memoranda
Gross Fiduciary activities income$8,874,000162
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$40,366,00017
Number of Managed Accounts$1,030,000184
Number of Non-Managed Accounts$39,336,0008
Total fiduciary and related assets$3,803,460,000106
Managed Assets ($)$924,397,000178
Non-managed Assets ($)$2,879,063,00062
Memoranda
Gross Fiduciary activities income$4,894,000154
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$602,000268
Number of Managed Accounts$170,000323
Number of Non-Managed Accounts$432,00082
Total fiduciary and related assets$501,817,000280
Managed Assets ($)$179,887,000328
Non-managed Assets ($)$321,930,000151
Memoranda
Gross Fiduciary activities income$574,000357
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$609,000303
Number of Managed Accounts$172,000494
Number of Non-Managed Accounts$437,00090
Total fiduciary and related assets$523,537,000309
Managed Assets ($)$190,612,000417
Non-managed Assets ($)$332,925,000157
Memoranda
Gross Fiduciary activities income$1,960,000375
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$593,000267
Number of Managed Accounts$168,000313
Number of Non-Managed Accounts$425,00087
Total fiduciary and related assets$513,354,000279
Managed Assets ($)$177,185,000318
Non-managed Assets ($)$336,169,000151
Memoranda
Gross Fiduciary activities income$1,445,000377
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$586,000293
Number of Managed Accounts$170,000372
Number of Non-Managed Accounts$416,00089
Total fiduciary and related assets$523,953,000302
Managed Assets ($)$177,798,000379
Non-managed Assets ($)$346,155,000149
Memoranda
Gross Fiduciary activities income$966,000375
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$582,000268
Number of Managed Accounts$167,000315
Number of Non-Managed Accounts$415,00088
Total fiduciary and related assets$505,997,000278
Managed Assets ($)$168,139,000319
Non-managed Assets ($)$337,858,000145
Memoranda
Gross Fiduciary activities income$522,000356
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$579,000310
Number of Managed Accounts$165,000501
Number of Non-Managed Accounts$414,00099
Total fiduciary and related assets$491,054,000302
Managed Assets ($)$165,883,000417
Non-managed Assets ($)$325,171,000156
Memoranda
Gross Fiduciary activities income$1,633,000386
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$559,000268
Number of Managed Accounts$161,000316
Number of Non-Managed Accounts$398,00088
Total fiduciary and related assets$449,602,000281
Managed Assets ($)$145,441,000320
Non-managed Assets ($)$304,161,000148
Memoranda
Gross Fiduciary activities income$1,213,000381
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$556,000296
Number of Managed Accounts$159,000371
Number of Non-Managed Accounts$397,00093
Total fiduciary and related assets$382,274,000323
Managed Assets ($)$135,698,000373
Non-managed Assets ($)$246,576,000169
Memoranda
Gross Fiduciary activities income$835,000377
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$558,000273
Number of Managed Accounts$162,000319
Number of Non-Managed Accounts$396,00091
Total fiduciary and related assets$344,752,000295
Managed Assets ($)$119,115,000322
Non-managed Assets ($)$225,637,000163
Memoranda
Gross Fiduciary activities income$438,000373
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$563,000315
Number of Managed Accounts$173,000495
Number of Non-Managed Accounts$390,000106
Total fiduciary and related assets$392,343,000322
Managed Assets ($)$134,575,000454
Non-managed Assets ($)$257,768,000164
Memoranda
Gross Fiduciary activities income$1,566,000387
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$542,000275
Number of Managed Accounts$171,000323
Number of Non-Managed Accounts$371,00097
Total fiduciary and related assets$371,979,000302
Managed Assets ($)$129,303,000325
Non-managed Assets ($)$242,676,000163
Memoranda
Gross Fiduciary activities income$1,176,000387
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$551,000292
Number of Managed Accounts$179,000356
Number of Non-Managed Accounts$372,00098
Total fiduciary and related assets$365,508,000330
Managed Assets ($)$132,669,000363
Non-managed Assets ($)$232,839,000165
Memoranda
Gross Fiduciary activities income$794,000383
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$561,000295
Number of Managed Accounts$186,000358
Number of Non-Managed Accounts$375,00098
Total fiduciary and related assets$355,466,000335
Managed Assets ($)$129,490,000368
Non-managed Assets ($)$225,976,000165
Memoranda
Gross Fiduciary activities income$403,000384
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$578,000313
Number of Managed Accounts$189,000487
Number of Non-Managed Accounts$389,000110
Total fiduciary and related assets$334,465,000336
Managed Assets ($)$124,054,000458
Non-managed Assets ($)$210,411,000169
Memoranda
Gross Fiduciary activities income$1,552,000394
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$579,000283
Number of Managed Accounts$202,000353
Number of Non-Managed Accounts$377,000101
Total fiduciary and related assets$397,122,000318
Managed Assets ($)$136,394,000371
Non-managed Assets ($)$260,728,000162
Memoranda
Gross Fiduciary activities income$1,262,000378
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$573,000289
Number of Managed Accounts$203,000356
Number of Non-Managed Accounts$370,000100
Total fiduciary and related assets$398,118,000317
Managed Assets ($)$148,717,000369
Non-managed Assets ($)$249,401,000167
Memoranda
Gross Fiduciary activities income$825,000384
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$686,000270
Number of Managed Accounts$228,000353
Number of Non-Managed Accounts$458,00092
Total fiduciary and related assets$425,512,000307
Managed Assets ($)$147,827,000372
Non-managed Assets ($)$277,685,000162
Memoranda
Gross Fiduciary activities income$446,000370
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$685,000291
Number of Managed Accounts$236,000440
Number of Non-Managed Accounts$449,000103
Total fiduciary and related assets$423,661,000311
Managed Assets ($)$144,754,000435
Non-managed Assets ($)$278,907,000158
Memoranda
Gross Fiduciary activities income$1,678,000370
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$685,000270
Number of Managed Accounts$236,000349
Number of Non-Managed Accounts$449,00092
Total fiduciary and related assets$574,423,000260
Managed Assets ($)$233,027,000348
Non-managed Assets ($)$341,396,000148
Memoranda
Gross Fiduciary activities income$1,130,000387
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$694,000269
Number of Managed Accounts$242,000345
Number of Non-Managed Accounts$452,00092
Total fiduciary and related assets$420,195,000303
Managed Assets ($)$143,720,000364
Non-managed Assets ($)$276,475,000158
Memoranda
Gross Fiduciary activities income$765,000385
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$715,000265
Number of Managed Accounts$244,000346
Number of Non-Managed Accounts$471,00091
Total fiduciary and related assets$400,787,000312
Managed Assets ($)$142,762,000366
Non-managed Assets ($)$258,025,000160
Memoranda
Gross Fiduciary activities income$456,000357
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$657,000292
Number of Managed Accounts$272,000402
Number of Non-Managed Accounts$385,000115
Total fiduciary and related assets$360,702,000325
Managed Assets ($)$184,084,000379
Non-managed Assets ($)$176,618,000185
Memoranda
Gross Fiduciary activities income$1,457,000390
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$659,000275
Number of Managed Accounts$269,000341
Number of Non-Managed Accounts$390,000103
Total fiduciary and related assets$345,165,000328
Managed Assets ($)$178,280,000353
Non-managed Assets ($)$166,885,000192
Memoranda
Gross Fiduciary activities income$1,128,000384
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$658,000274
Number of Managed Accounts$266,000341
Number of Non-Managed Accounts$392,000104
Total fiduciary and related assets$335,935,000334
Managed Assets ($)$175,228,000359
Non-managed Assets ($)$160,707,000193
Memoranda
Gross Fiduciary activities income$763,000384
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$661,000275
Number of Managed Accounts$295,000332
Number of Non-Managed Accounts$366,000106
Total fiduciary and related assets$343,723,000329
Managed Assets ($)$197,099,000352
Non-managed Assets ($)$146,624,000197
Memoranda
Gross Fiduciary activities income$404,000370
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$678,000284
Number of Managed Accounts$308,000376
Number of Non-Managed Accounts$370,000118
Total fiduciary and related assets$305,841,000347
Managed Assets ($)$202,275,000370
Non-managed Assets ($)$103,566,000233
Memoranda
Gross Fiduciary activities income$2,381,000300
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$684,000268
Number of Managed Accounts$311,000323
Number of Non-Managed Accounts$373,000105
Total fiduciary and related assets$299,654,000350
Managed Assets ($)$188,831,000350
Non-managed Assets ($)$110,823,000215
Memoranda
Gross Fiduciary activities income$2,015,000288
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$687,000270
Number of Managed Accounts$323,000321
Number of Non-Managed Accounts$364,000106
Total fiduciary and related assets$304,235,000354
Managed Assets ($)$186,648,000356
Non-managed Assets ($)$117,587,000211
Memoranda
Gross Fiduciary activities income$1,618,000266
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$710,000266
Number of Managed Accounts$330,000322
Number of Non-Managed Accounts$380,000110
Total fiduciary and related assets$318,187,000353
Managed Assets ($)$190,377,000356
Non-managed Assets ($)$127,810,000208
Memoranda
Gross Fiduciary activities income$432,000367
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$701,000286
Number of Managed Accounts$336,000370
Number of Non-Managed Accounts$365,000126
Total fiduciary and related assets$319,785,000354
Managed Assets ($)$201,881,000368
Non-managed Assets ($)$117,904,000212
Memoranda
Gross Fiduciary activities income$1,374,000409
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$715,000267
Number of Managed Accounts$336,000322
Number of Non-Managed Accounts$379,000108
Total fiduciary and related assets$317,372,000348
Managed Assets ($)$200,282,000350
Non-managed Assets ($)$117,090,000209
Memoranda
Gross Fiduciary activities income$1,061,000404
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$756,000254
Number of Managed Accounts$358,000310
Number of Non-Managed Accounts$398,000104
Total fiduciary and related assets$342,052,000338
Managed Assets ($)$216,937,000344
Non-managed Assets ($)$125,115,000206
Memoranda
Gross Fiduciary activities income$755,000390
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$790,000248
Number of Managed Accounts$366,000310
Number of Non-Managed Accounts$424,000106
Total fiduciary and related assets$336,561,000334
Managed Assets ($)$207,932,000352
Non-managed Assets ($)$128,629,000206
Memoranda
Gross Fiduciary activities income$432,000364
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$715,000281
Number of Managed Accounts$308,000385
Number of Non-Managed Accounts$407,000122
Total fiduciary and related assets$296,945,000356
Managed Assets ($)$194,363,000368
Non-managed Assets ($)$102,582,000234
Memoranda
Gross Fiduciary activities income$269,000723
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,490
Fiduciary or related activity$01,408
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0391
Number of Non-Managed Accounts$0390
Total fiduciary and related assets$0405
Managed Assets ($)$0392
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$01,238
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,497
Fiduciary or related activity$01,413
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0410
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0408
Managed Assets ($)$0395
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$01,226
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,507
Fiduciary or related activity$01,423
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0400
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0412
Managed Assets ($)$0399
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$01,171
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,510
Fiduciary or related activity$01,426
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,418
Number of Managed Accounts$01,332
Number of Non-Managed Accounts$01,135
Total fiduciary and related assets$01,414
Managed Assets ($)$01,331
Non-managed Assets ($)$01,126
Memoranda
Gross Fiduciary activities income$01,334
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,540
Fiduciary or related activity$01,460
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0391
Number of Managed Accounts$0377
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0390
Managed Assets ($)$0378
Non-managed Assets ($)$0370
Memoranda
Gross Fiduciary activities income$01,274
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,545
Fiduciary or related activity$01,466
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0393
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0393
Managed Assets ($)$0380
Non-managed Assets ($)$0372
Memoranda
Gross Fiduciary activities income$01,262
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,544
Fiduciary or related activity$01,466
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0395
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0372
Total fiduciary and related assets$0394
Managed Assets ($)$0379
Non-managed Assets ($)$0371
Memoranda
Gross Fiduciary activities income$01,204
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,550
Fiduciary or related activity$01,476
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,466
Number of Managed Accounts$01,373
Number of Non-Managed Accounts$01,166
Total fiduciary and related assets$01,461
Managed Assets ($)$01,372
Non-managed Assets ($)$01,160
Memoranda
Gross Fiduciary activities income$01,311
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,576
Fiduciary or related activity$01,500
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0395
Total fiduciary and related assets$0415
Managed Assets ($)$0397
Non-managed Assets ($)$0393
Memoranda
Gross Fiduciary activities income$01,257
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,589
Fiduciary or related activity$01,512
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0423
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0400
Total fiduciary and related assets$0421
Managed Assets ($)$0403
Non-managed Assets ($)$0398
Memoranda
Gross Fiduciary activities income$01,239
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,606
Fiduciary or related activity$01,531
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0428
Number of Managed Accounts$0410
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0427
Managed Assets ($)$0410
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$01,199
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,631
Fiduciary or related activity$01,555
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,541
Number of Managed Accounts$01,440
Number of Non-Managed Accounts$01,219
Total fiduciary and related assets$01,537
Managed Assets ($)$01,439
Non-managed Assets ($)$01,212
Memoranda
Gross Fiduciary activities income$01,380
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,644
Fiduciary or related activity$01,565
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0412
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$01,319
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,653
Fiduciary or related activity$01,572
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$01,300
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,664
Fiduciary or related activity$01,585
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0421
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0401
Total fiduciary and related assets$0419
Managed Assets ($)$0397
Non-managed Assets ($)$0399
Memoranda
Gross Fiduciary activities income$01,246
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,675
Fiduciary or related activity$01,593
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,585
Number of Managed Accounts$01,485
Number of Non-Managed Accounts$01,248
Total fiduciary and related assets$01,581
Managed Assets ($)$01,484
Non-managed Assets ($)$01,242
Memoranda
Gross Fiduciary activities income$01,390
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0409
Number of Managed Accounts$0386
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$01,353
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,701
Fiduciary or related activity$01,617
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0415
Number of Managed Accounts$0392
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$01,340
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$01,285
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,622
Number of Managed Accounts$01,520
Number of Non-Managed Accounts$01,251
Total fiduciary and related assets$01,618
Managed Assets ($)$01,519
Non-managed Assets ($)$01,241
Memoranda
Gross Fiduciary activities income$36,0001,026
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,749
Fiduciary or related activity$01,659
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0441
Number of Managed Accounts$0419
Number of Non-Managed Accounts$0421
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Non-managed Assets ($)$0420
Memoranda
Gross Fiduciary activities income$01,405
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,767
Fiduciary or related activity$01,672
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0425
Number of Non-Managed Accounts$0427
Total fiduciary and related assets$0449
Managed Assets ($)$0425
Non-managed Assets ($)$0426
Memoranda
Gross Fiduciary activities income$01,395
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,777
Fiduciary or related activity$01,684
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0434
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0459
Managed Assets ($)$0434
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$01,326
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,786
Fiduciary or related activity$01,696
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,688
Number of Managed Accounts$01,582
Number of Non-Managed Accounts$01,300
Total fiduciary and related assets$01,685
Managed Assets ($)$01,581
Non-managed Assets ($)$01,291
Memoranda
Gross Fiduciary activities income$01,498
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,805
Fiduciary or related activity$01,715
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0421
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$0443
Managed Assets ($)$0421
Non-managed Assets ($)$0416
Memoranda
Gross Fiduciary activities income$01,458
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,809
Fiduciary or related activity$01,721
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0422
Total fiduciary and related assets$0449
Managed Assets ($)$0427
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$01,429
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,815
Fiduciary or related activity$01,720
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0451
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0425
Total fiduciary and related assets$0450
Managed Assets ($)$0427
Non-managed Assets ($)$0424
Memoranda
Gross Fiduciary activities income$01,355
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,827
Fiduciary or related activity$01,740
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,733
Number of Managed Accounts$01,625
Number of Non-Managed Accounts$01,332
Total fiduciary and related assets$01,730
Managed Assets ($)$01,624
Non-managed Assets ($)$01,321
Memoranda
Gross Fiduciary activities income$01,523
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,839
Fiduciary or related activity$01,758
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0432
Number of Managed Accounts$0409
Number of Non-Managed Accounts$0409
Total fiduciary and related assets$0431
Managed Assets ($)$0409
Non-managed Assets ($)$0408
Memoranda
Gross Fiduciary activities income$01,468
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,855
Fiduciary or related activity$01,774
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0435
Number of Managed Accounts$0413
Number of Non-Managed Accounts$0412
Total fiduciary and related assets$0434
Managed Assets ($)$0413
Non-managed Assets ($)$0411
Memoranda
Gross Fiduciary activities income$01,458
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,863
Fiduciary or related activity$01,786
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0458
Number of Managed Accounts$0437
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0457
Managed Assets ($)$0437
Non-managed Assets ($)$0422
Memoranda
Gross Fiduciary activities income$01,380
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,788
Number of Managed Accounts$01,678
Number of Non-Managed Accounts$01,373
Total fiduciary and related assets$01,786
Managed Assets ($)$01,677
Non-managed Assets ($)$01,365
Memoranda
Gross Fiduciary activities income$01,557
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0422
Number of Non-Managed Accounts$0414
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Non-managed Assets ($)$0412
Memoranda
Gross Fiduciary activities income$01,504
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0435
Number of Non-Managed Accounts$0431
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$01,480
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0465
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$01,418
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,812
Number of Managed Accounts$01,698
Number of Non-Managed Accounts$01,368
Total fiduciary and related assets$01,810
Managed Assets ($)$01,698
Non-managed Assets ($)$01,358
Memoranda
Gross Fiduciary activities income$01,582
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$01,547
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$01,518
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities income$01,441
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,865
Number of Managed Accounts$01,742
Number of Non-Managed Accounts$01,417
Total fiduciary and related assets$01,862
Managed Assets ($)$01,742
Non-managed Assets ($)$01,404
Memoranda
Gross Fiduciary activities income$01,641
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities income$01,599
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities income$01,577
2003-03-31Rank
Fiduciary powers granted$02,686
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities income$01,504
2002-12-31Rank
Fiduciary powers granted$02,699
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,919
Number of Managed Accounts$01,796
Number of Non-Managed Accounts$01,465
Total fiduciary and related assets$01,916
Managed Assets ($)$01,796
Non-managed Assets ($)$01,452
Memoranda
Gross Fiduciary activities income$01,713
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed Accounts$01,766
Number of Non-Managed Accounts$01,385
Total fiduciary and related assets$01,865
Managed Assets ($)$01,766
Non-managed Assets ($)$01,377
Memoranda
Gross Fiduciary activities income$01,731
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$01,332
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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