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Community Bank, Fiduciary and Related Services

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$2,956,00092
Number of Managed Accounts$2,483,00084
Number of Non-Managed Accounts$473,00079
Total fiduciary and related assets$2,079,902,000140
Managed Assets ($)$1,819,790,000122
Non-managed Assets ($)$260,112,000162
Memoranda
Gross Fiduciary activities income$6,204,000133
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$2,990,00092
Number of Managed Accounts$2,510,00085
Number of Non-Managed Accounts$480,00077
Total fiduciary and related assets$2,294,638,000144
Managed Assets ($)$1,998,967,000122
Non-managed Assets ($)$295,671,000157
Memoranda
Gross Fiduciary activities income$3,351,000127
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$3,027,00091
Number of Managed Accounts$2,532,00083
Number of Non-Managed Accounts$495,00081
Total fiduciary and related assets$2,364,215,000144
Managed Assets ($)$2,073,766,000118
Non-managed Assets ($)$290,449,000172
Memoranda
Gross Fiduciary activities income$12,562,000131
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$3,080,00087
Number of Managed Accounts$2,576,00082
Number of Non-Managed Accounts$504,00076
Total fiduciary and related assets$2,317,914,000143
Managed Assets ($)$2,039,407,000119
Non-managed Assets ($)$278,507,000164
Memoranda
Gross Fiduciary activities income$9,249,000135
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$3,116,00086
Number of Managed Accounts$2,607,00082
Number of Non-Managed Accounts$509,00079
Total fiduciary and related assets$2,347,212,000143
Managed Assets ($)$2,089,521,000117
Non-managed Assets ($)$257,691,000172
Memoranda
Gross Fiduciary activities income$6,339,000128
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$3,136,00082
Number of Managed Accounts$2,616,00082
Number of Non-Managed Accounts$520,00077
Total fiduciary and related assets$2,278,771,000138
Managed Assets ($)$2,030,338,000118
Non-managed Assets ($)$248,433,000166
Memoranda
Gross Fiduciary activities income$3,202,000126
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$3,149,00085
Number of Managed Accounts$2,626,00083
Number of Non-Managed Accounts$523,00084
Total fiduciary and related assets$2,218,163,000141
Managed Assets ($)$1,973,005,000119
Non-managed Assets ($)$245,158,000174
Memoranda
Gross Fiduciary activities income$10,719,000133
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$3,170,00083
Number of Managed Accounts$2,642,00080
Number of Non-Managed Accounts$528,00076
Total fiduciary and related assets$2,065,867,000139
Managed Assets ($)$1,836,912,000116
Non-managed Assets ($)$228,955,000166
Memoranda
Gross Fiduciary activities income$7,821,000135
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$3,182,00081
Number of Managed Accounts$2,647,00079
Number of Non-Managed Accounts$535,00079
Total fiduciary and related assets$2,047,982,000139
Managed Assets ($)$1,799,600,000116
Non-managed Assets ($)$248,382,000168
Memoranda
Gross Fiduciary activities income$5,218,000135
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$2,842,00089
Number of Managed Accounts$2,333,00092
Number of Non-Managed Accounts$509,00078
Total fiduciary and related assets$1,790,168,000140
Managed Assets ($)$1,548,415,000119
Non-managed Assets ($)$241,753,000159
Memoranda
Gross Fiduciary activities income$2,728,000137
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$2,865,00093
Number of Managed Accounts$2,351,00095
Number of Non-Managed Accounts$514,00087
Total fiduciary and related assets$2,008,996,000140
Managed Assets ($)$1,737,256,000120
Non-managed Assets ($)$271,740,000157
Memoranda
Gross Fiduciary activities income$9,711,000142
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$2,905,00090
Number of Managed Accounts$2,380,00091
Number of Non-Managed Accounts$525,00082
Total fiduciary and related assets$1,914,469,000140
Managed Assets ($)$1,673,026,000121
Non-managed Assets ($)$241,443,000164
Memoranda
Gross Fiduciary activities income$7,324,000142
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$2,938,00090
Number of Managed Accounts$2,404,00088
Number of Non-Managed Accounts$534,00084
Total fiduciary and related assets$1,915,885,000140
Managed Assets ($)$1,630,340,000122
Non-managed Assets ($)$285,545,000150
Memoranda
Gross Fiduciary activities income$4,906,000144
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$2,973,00090
Number of Managed Accounts$2,428,00086
Number of Non-Managed Accounts$545,00084
Total fiduciary and related assets$1,821,157,000143
Managed Assets ($)$1,568,840,000124
Non-managed Assets ($)$252,317,000155
Memoranda
Gross Fiduciary activities income$2,569,000139
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$2,988,00091
Number of Managed Accounts$2,438,00084
Number of Non-Managed Accounts$550,00093
Total fiduciary and related assets$1,705,917,000142
Managed Assets ($)$1,472,667,000122
Non-managed Assets ($)$233,250,000162
Memoranda
Gross Fiduciary activities income$9,395,000147
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$3,014,00087
Number of Managed Accounts$2,460,00082
Number of Non-Managed Accounts$554,00085
Total fiduciary and related assets$1,835,987,000142
Managed Assets ($)$1,563,980,000123
Non-managed Assets ($)$272,007,000159
Memoranda
Gross Fiduciary activities income$7,182,000145
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$3,061,00087
Number of Managed Accounts$2,492,00081
Number of Non-Managed Accounts$569,00081
Total fiduciary and related assets$1,793,748,000140
Managed Assets ($)$1,533,790,000122
Non-managed Assets ($)$259,958,000164
Memoranda
Gross Fiduciary activities income$4,862,000143
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$3,084,00084
Number of Managed Accounts$2,502,00080
Number of Non-Managed Accounts$582,00082
Total fiduciary and related assets$1,782,953,000144
Managed Assets ($)$1,529,834,000124
Non-managed Assets ($)$253,119,000168
Memoranda
Gross Fiduciary activities income$2,543,000143
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$3,155,00086
Number of Managed Accounts$2,562,00079
Number of Non-Managed Accounts$593,00087
Total fiduciary and related assets$1,830,993,000142
Managed Assets ($)$1,559,158,000123
Non-managed Assets ($)$271,835,000160
Memoranda
Gross Fiduciary activities income$7,986,000158
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$3,254,00078
Number of Managed Accounts$2,628,00075
Number of Non-Managed Accounts$626,00076
Total fiduciary and related assets$1,850,689,000139
Managed Assets ($)$1,571,548,000121
Non-managed Assets ($)$279,141,000163
Memoranda
Gross Fiduciary activities income$5,690,000161
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$3,362,00073
Number of Managed Accounts$2,707,00069
Number of Non-Managed Accounts$655,00075
Total fiduciary and related assets$1,841,579,000135
Managed Assets ($)$1,558,661,000117
Non-managed Assets ($)$282,918,000156
Memoranda
Gross Fiduciary activities income$3,452,000169
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$2,040,000114
Number of Managed Accounts$1,430,000131
Number of Non-Managed Accounts$610,00075
Total fiduciary and related assets$1,279,134,000164
Managed Assets ($)$1,056,391,000142
Non-managed Assets ($)$222,743,000171
Memoranda
Gross Fiduciary activities income$1,498,000184
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$2,042,000113
Number of Managed Accounts$1,432,000131
Number of Non-Managed Accounts$610,00084
Total fiduciary and related assets$1,269,679,000162
Managed Assets ($)$1,043,682,000139
Non-managed Assets ($)$225,997,000161
Memoranda
Gross Fiduciary activities income$5,710,000183
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$2,026,000112
Number of Managed Accounts$1,420,000127
Number of Non-Managed Accounts$606,00077
Total fiduciary and related assets$1,215,302,000164
Managed Assets ($)$1,022,851,000141
Non-managed Assets ($)$192,451,000176
Memoranda
Gross Fiduciary activities income$4,268,000184
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$2,006,000119
Number of Managed Accounts$1,399,000132
Number of Non-Managed Accounts$607,00078
Total fiduciary and related assets$1,193,395,000167
Managed Assets ($)$996,400,000143
Non-managed Assets ($)$196,995,000173
Memoranda
Gross Fiduciary activities income$2,828,000185
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$2,006,000117
Number of Managed Accounts$1,395,000131
Number of Non-Managed Accounts$611,00080
Total fiduciary and related assets$1,179,862,000168
Managed Assets ($)$979,532,000145
Non-managed Assets ($)$200,330,000170
Memoranda
Gross Fiduciary activities income$1,445,000183
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$2,000,000119
Number of Managed Accounts$1,381,000131
Number of Non-Managed Accounts$619,00085
Total fiduciary and related assets$1,146,945,000171
Managed Assets ($)$963,484,000144
Non-managed Assets ($)$183,461,000180
Memoranda
Gross Fiduciary activities income$5,113,000196
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$1,701,000135
Number of Managed Accounts$1,265,000140
Number of Non-Managed Accounts$436,000101
Total fiduciary and related assets$1,040,110,000177
Managed Assets ($)$887,573,000152
Non-managed Assets ($)$152,537,000192
Memoranda
Gross Fiduciary activities income$3,855,000194
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$1,711,000137
Number of Managed Accounts$1,267,000144
Number of Non-Managed Accounts$444,000101
Total fiduciary and related assets$1,093,723,000179
Managed Assets ($)$922,242,000155
Non-managed Assets ($)$171,481,000186
Memoranda
Gross Fiduciary activities income$2,591,000197
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$1,711,000137
Number of Managed Accounts$1,269,000141
Number of Non-Managed Accounts$442,000103
Total fiduciary and related assets$1,091,161,000180
Managed Assets ($)$928,941,000154
Non-managed Assets ($)$162,220,000189
Memoranda
Gross Fiduciary activities income$1,310,000198
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$1,711,000136
Number of Managed Accounts$1,266,000138
Number of Non-Managed Accounts$445,000118
Total fiduciary and related assets$1,082,031,000178
Managed Assets ($)$928,469,000152
Non-managed Assets ($)$153,562,000190
Memoranda
Gross Fiduciary activities income$5,206,000191
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$1,718,000129
Number of Managed Accounts$1,277,000137
Number of Non-Managed Accounts$441,000101
Total fiduciary and related assets$1,053,353,000176
Managed Assets ($)$897,368,000151
Non-managed Assets ($)$155,985,000190
Memoranda
Gross Fiduciary activities income$3,942,000189
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$1,719,000126
Number of Managed Accounts$1,274,000136
Number of Non-Managed Accounts$445,000101
Total fiduciary and related assets$1,069,964,000173
Managed Assets ($)$905,646,000148
Non-managed Assets ($)$164,318,000187
Memoranda
Gross Fiduciary activities income$2,657,000187
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$1,718,000128
Number of Managed Accounts$1,269,000137
Number of Non-Managed Accounts$449,000104
Total fiduciary and related assets$1,060,898,000171
Managed Assets ($)$891,416,000145
Non-managed Assets ($)$169,482,000186
Memoranda
Gross Fiduciary activities income$1,281,000193
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$1,727,000132
Number of Managed Accounts$1,275,000135
Number of Non-Managed Accounts$452,000115
Total fiduciary and related assets$1,033,480,000169
Managed Assets ($)$885,194,000146
Non-managed Assets ($)$148,286,000202
Memoranda
Gross Fiduciary activities income$4,827,000190
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$1,720,000127
Number of Managed Accounts$1,262,000131
Number of Non-Managed Accounts$458,000100
Total fiduciary and related assets$983,640,000169
Managed Assets ($)$838,197,000147
Non-managed Assets ($)$145,443,000191
Memoranda
Gross Fiduciary activities income$3,685,000185
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$1,722,000128
Number of Managed Accounts$1,260,000127
Number of Non-Managed Accounts$462,00099
Total fiduciary and related assets$952,938,000166
Managed Assets ($)$807,917,000147
Non-managed Assets ($)$145,021,000193
Memoranda
Gross Fiduciary activities income$2,577,000173
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$1,705,000133
Number of Managed Accounts$1,245,000126
Number of Non-Managed Accounts$460,000100
Total fiduciary and related assets$962,672,000168
Managed Assets ($)$819,826,000144
Non-managed Assets ($)$142,846,000193
Memoranda
Gross Fiduciary activities income$1,249,000177
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$1,685,000141
Number of Managed Accounts$1,231,000131
Number of Non-Managed Accounts$454,000117
Total fiduciary and related assets$908,771,000172
Managed Assets ($)$783,945,000146
Non-managed Assets ($)$124,826,000217
Memoranda
Gross Fiduciary activities income$4,545,000189
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$1,658,000131
Number of Managed Accounts$1,219,000130
Number of Non-Managed Accounts$439,00099
Total fiduciary and related assets$873,950,000174
Managed Assets ($)$771,894,000145
Non-managed Assets ($)$102,056,000214
Memoranda
Gross Fiduciary activities income$3,248,000190
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$1,645,000133
Number of Managed Accounts$1,220,000127
Number of Non-Managed Accounts$425,000103
Total fiduciary and related assets$867,397,000164
Managed Assets ($)$769,298,000138
Non-managed Assets ($)$98,099,000214
Memoranda
Gross Fiduciary activities income$2,179,000192
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$1,643,000136
Number of Managed Accounts$1,216,000128
Number of Non-Managed Accounts$427,000103
Total fiduciary and related assets$881,773,000163
Managed Assets ($)$784,949,000139
Non-managed Assets ($)$96,824,000207
Memoranda
Gross Fiduciary activities income$1,103,000188
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$1,650,000140
Number of Managed Accounts$1,220,000128
Number of Non-Managed Accounts$430,000122
Total fiduciary and related assets$854,653,000162
Managed Assets ($)$763,888,000140
Non-managed Assets ($)$90,765,000238
Memoranda
Gross Fiduciary activities income$3,538,000176
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$1,658,000135
Number of Managed Accounts$1,230,000128
Number of Non-Managed Accounts$428,000103
Total fiduciary and related assets$746,445,000177
Managed Assets ($)$662,559,000149
Non-managed Assets ($)$83,886,000216
Memoranda
Gross Fiduciary activities income$2,537,000185
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$1,636,000135
Number of Managed Accounts$1,215,000131
Number of Non-Managed Accounts$421,000106
Total fiduciary and related assets$839,394,000169
Managed Assets ($)$728,118,000147
Non-managed Assets ($)$111,276,000205
Memoranda
Gross Fiduciary activities income$1,508,000204
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$1,056,000194
Number of Managed Accounts$630,000219
Number of Non-Managed Accounts$426,000106
Total fiduciary and related assets$519,841,000234
Managed Assets ($)$409,654,000220
Non-managed Assets ($)$110,187,000210
Memoranda
Gross Fiduciary activities income$569,000248
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$1,053,000209
Number of Managed Accounts$621,000236
Number of Non-Managed Accounts$432,000124
Total fiduciary and related assets$510,339,000235
Managed Assets ($)$403,126,000219
Non-managed Assets ($)$107,213,000223
Memoranda
Gross Fiduciary activities income$1,978,000262
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$1,088,000189
Number of Managed Accounts$640,000216
Number of Non-Managed Accounts$448,000108
Total fiduciary and related assets$597,086,000208
Managed Assets ($)$365,340,000226
Non-managed Assets ($)$231,746,000150
Memoranda
Gross Fiduciary activities income$1,481,000261
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$1,088,000187
Number of Managed Accounts$641,000216
Number of Non-Managed Accounts$447,000109
Total fiduciary and related assets$569,769,000206
Managed Assets ($)$351,733,000220
Non-managed Assets ($)$218,036,000150
Memoranda
Gross Fiduciary activities income$992,000260
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$1,077,000189
Number of Managed Accounts$657,000208
Number of Non-Managed Accounts$420,000118
Total fiduciary and related assets$655,742,000195
Managed Assets ($)$383,628,000215
Non-managed Assets ($)$272,114,000143
Memoranda
Gross Fiduciary activities income$525,000252
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$1,077,000205
Number of Managed Accounts$659,000226
Number of Non-Managed Accounts$418,000146
Total fiduciary and related assets$603,409,000208
Managed Assets ($)$368,391,000223
Non-managed Assets ($)$235,018,000151
Memoranda
Gross Fiduciary activities income$1,879,000259
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$1,120,000183
Number of Managed Accounts$686,000208
Number of Non-Managed Accounts$434,000116
Total fiduciary and related assets$525,744,000224
Managed Assets ($)$360,790,000227
Non-managed Assets ($)$164,954,000169
Memoranda
Gross Fiduciary activities income$1,412,000257
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$1,142,000181
Number of Managed Accounts$705,000203
Number of Non-Managed Accounts$437,000113
Total fiduciary and related assets$550,700,000216
Managed Assets ($)$399,150,000205
Non-managed Assets ($)$151,550,000171
Memoranda
Gross Fiduciary activities income$973,000256
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$1,529,000136
Number of Managed Accounts$726,000198
Number of Non-Managed Accounts$803,00078
Total fiduciary and related assets$1,225,627,000132
Managed Assets ($)$391,563,000195
Non-managed Assets ($)$834,064,00091
Memoranda
Gross Fiduciary activities income$477,000257
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$1,573,000147
Number of Managed Accounts$750,000209
Number of Non-Managed Accounts$823,00095
Total fiduciary and related assets$1,257,437,000133
Managed Assets ($)$401,108,000202
Non-managed Assets ($)$856,329,00097
Memoranda
Gross Fiduciary activities income$2,103,000255
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$1,221,000171
Number of Managed Accounts$772,000190
Number of Non-Managed Accounts$449,000119
Total fiduciary and related assets$1,371,648,000133
Managed Assets ($)$436,488,000203
Non-managed Assets ($)$935,160,00097
Memoranda
Gross Fiduciary activities income$1,701,000250
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$1,218,000173
Number of Managed Accounts$771,000195
Number of Non-Managed Accounts$447,000124
Total fiduciary and related assets$1,452,259,000136
Managed Assets ($)$457,069,000210
Non-managed Assets ($)$995,190,00097
Memoranda
Gross Fiduciary activities income$1,142,000256
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$1,200,000181
Number of Managed Accounts$772,000195
Number of Non-Managed Accounts$428,000128
Total fiduciary and related assets$1,420,066,000143
Managed Assets ($)$471,019,000206
Non-managed Assets ($)$949,047,000104
Memoranda
Gross Fiduciary activities income$545,000263
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$1,191,000192
Number of Managed Accounts$771,000199
Number of Non-Managed Accounts$420,000151
Total fiduciary and related assets$1,391,814,000146
Managed Assets ($)$489,169,000204
Non-managed Assets ($)$902,645,000108
Memoranda
Gross Fiduciary activities income$2,251,000257
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$2,510,00091
Number of Managed Accounts$1,312,000122
Number of Non-Managed Accounts$1,198,00064
Total fiduciary and related assets$3,151,291,00095
Managed Assets ($)$707,971,000160
Non-managed Assets ($)$2,443,320,00067
Memoranda
Gross Fiduciary activities income$1,695,000255
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$2,394,00095
Number of Managed Accounts$1,283,000126
Number of Non-Managed Accounts$1,111,00065
Total fiduciary and related assets$2,870,613,000103
Managed Assets ($)$698,493,000167
Non-managed Assets ($)$2,172,120,00074
Memoranda
Gross Fiduciary activities income$1,171,000259
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$2,407,00092
Number of Managed Accounts$1,322,000120
Number of Non-Managed Accounts$1,085,00066
Total fiduciary and related assets$2,708,040,000105
Managed Assets ($)$684,326,000166
Non-managed Assets ($)$2,023,714,00075
Memoranda
Gross Fiduciary activities income$603,000255
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$2,365,000100
Number of Managed Accounts$1,336,000121
Number of Non-Managed Accounts$1,029,00077
Total fiduciary and related assets$2,595,511,000104
Managed Assets ($)$720,869,000164
Non-managed Assets ($)$1,874,642,00078
Memoranda
Gross Fiduciary activities income$2,382,000242
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$2,306,000101
Number of Managed Accounts$1,322,000125
Number of Non-Managed Accounts$984,00072
Total fiduciary and related assets$2,407,923,000111
Managed Assets ($)$686,766,000170
Non-managed Assets ($)$1,721,157,00082
Memoranda
Gross Fiduciary activities income$1,836,000241
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$2,279,000107
Number of Managed Accounts$1,330,000130
Number of Non-Managed Accounts$949,00074
Total fiduciary and related assets$2,215,479,000118
Managed Assets ($)$708,227,000168
Non-managed Assets ($)$1,507,252,00093
Memoranda
Gross Fiduciary activities income$1,322,000235
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$2,209,000109
Number of Managed Accounts$1,281,000134
Number of Non-Managed Accounts$928,00076
Total fiduciary and related assets$2,169,423,000121
Managed Assets ($)$692,450,000172
Non-managed Assets ($)$1,476,973,00092
Memoranda
Gross Fiduciary activities income$730,000220
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$2,220,000114
Number of Managed Accounts$1,332,000125
Number of Non-Managed Accounts$888,00091
Total fiduciary and related assets$2,033,762,000123
Managed Assets ($)$696,439,000171
Non-managed Assets ($)$1,337,323,00097
Memoranda
Gross Fiduciary activities income$2,132,000260
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$2,286,000104
Number of Managed Accounts$1,438,000113
Number of Non-Managed Accounts$848,00083
Total fiduciary and related assets$2,061,084,000123
Managed Assets ($)$798,730,000156
Non-managed Assets ($)$1,262,354,00099
Memoranda
Gross Fiduciary activities income$1,573,000259
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$2,281,000103
Number of Managed Accounts$1,483,000106
Number of Non-Managed Accounts$798,00086
Total fiduciary and related assets$1,941,285,000121
Managed Assets ($)$787,129,000153
Non-managed Assets ($)$1,154,156,000101
Memoranda
Gross Fiduciary activities income$1,018,000263
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$2,300,000109
Number of Managed Accounts$1,538,000107
Number of Non-Managed Accounts$762,00095
Total fiduciary and related assets$1,869,073,000128
Managed Assets ($)$800,580,000151
Non-managed Assets ($)$1,068,493,000109
Memoranda
Gross Fiduciary activities income$514,000265
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$2,295,000116
Number of Managed Accounts$1,570,000111
Number of Non-Managed Accounts$725,000110
Total fiduciary and related assets$1,862,457,000131
Managed Assets ($)$833,170,000142
Non-managed Assets ($)$1,029,287,000112
Memoranda
Gross Fiduciary activities income$3,213,000199
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$2,319,000107
Number of Managed Accounts$1,625,000106
Number of Non-Managed Accounts$694,00096
Total fiduciary and related assets$1,701,170,000135
Managed Assets ($)$783,662,000144
Non-managed Assets ($)$917,508,000115
Memoranda
Gross Fiduciary activities income$2,308,000201
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$2,334,000107
Number of Managed Accounts$1,667,000103
Number of Non-Managed Accounts$667,000102
Total fiduciary and related assets$1,703,964,000135
Managed Assets ($)$822,481,000135
Non-managed Assets ($)$881,483,000122
Memoranda
Gross Fiduciary activities income$1,551,000206
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$2,080,000114
Number of Managed Accounts$1,438,000115
Number of Non-Managed Accounts$642,000103
Total fiduciary and related assets$1,628,551,000141
Managed Assets ($)$792,178,000144
Non-managed Assets ($)$836,373,000121
Memoranda
Gross Fiduciary activities income$815,000192
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$1,349,000176
Number of Managed Accounts$758,000206
Number of Non-Managed Accounts$591,000133
Total fiduciary and related assets$1,170,144,000167
Managed Assets ($)$399,685,000219
Non-managed Assets ($)$770,459,000125
Memoranda
Gross Fiduciary activities income$2,602,000220
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$1,303,000177
Number of Managed Accounts$744,000204
Number of Non-Managed Accounts$559,000126
Total fiduciary and related assets$1,050,232,000179
Managed Assets ($)$378,782,000229
Non-managed Assets ($)$671,450,000138
Memoranda
Gross Fiduciary activities income$2,600,000195
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$1,280,000180
Number of Managed Accounts$734,000207
Number of Non-Managed Accounts$546,000127
Total fiduciary and related assets$1,003,622,000185
Managed Assets ($)$372,722,000231
Non-managed Assets ($)$630,900,000139
Memoranda
Gross Fiduciary activities income$1,768,000198
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$1,248,000192
Number of Managed Accounts$743,000215
Number of Non-Managed Accounts$505,000136
Total fiduciary and related assets$910,259,000198
Managed Assets ($)$355,255,000235
Non-managed Assets ($)$555,004,000147
Memoranda
Gross Fiduciary activities income$859,000205
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$1,141,000222
Number of Managed Accounts$741,000232
Number of Non-Managed Accounts$400,000189
Total fiduciary and related assets$813,798,000207
Managed Assets ($)$345,078,000240
Non-managed Assets ($)$468,720,000155
Memoranda
Gross Fiduciary activities income$3,231,000214
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$1,049,000218
Number of Managed Accounts$770,000202
Number of Non-Managed Accounts$279,000233
Total fiduciary and related assets$686,360,000209
Managed Assets ($)$341,900,000237
Non-managed Assets ($)$344,460,000158
Memoranda
Gross Fiduciary activities income$3,058,000223
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$2,549,000255
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$2,344,000304
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$1,922,000329
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$1,725,000352
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$1,523,000405
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$1,447,000449
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,379,000449
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,113,000518
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$898,000579