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ESB Financial, Fiduciary and Related Services

2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0380
Number of Managed Accounts$0371
Number of Non-Managed Accounts$0366
Total fiduciary and related assets$0379
Managed Assets ($)$0371
Non-managed Assets ($)$0366
Memoranda
Gross Fiduciary activities income$447,000621
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0457
Number of Managed Accounts$0450
Number of Non-Managed Accounts$0436
Total fiduciary and related assets$0457
Managed Assets ($)$0450
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities income$332,000608
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0376
Number of Non-Managed Accounts$0371
Total fiduciary and related assets$0384
Managed Assets ($)$0376
Non-managed Assets ($)$0371
Memoranda
Gross Fiduciary activities income$216,000543
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$127,000608
Number of Managed Accounts$110,000562
Number of Non-Managed Accounts$17,000555
Total fiduciary and related assets$152,116,000526
Managed Assets ($)$145,020,000484
Non-managed Assets ($)$7,096,000565
Memoranda
Gross Fiduciary activities income$543,000586
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0375
Number of Managed Accounts$0366
Number of Non-Managed Accounts$0365
Total fiduciary and related assets$0376
Managed Assets ($)$0366
Non-managed Assets ($)$0363
Memoranda
Gross Fiduciary activities income$447,000572
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0448
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0435
Total fiduciary and related assets$0448
Managed Assets ($)$0438
Non-managed Assets ($)$0433
Memoranda
Gross Fiduciary activities income$314,000559
2023-03-31Rank
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$0384
Number of Managed Accounts$0375
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0384
Managed Assets ($)$0375
Non-managed Assets ($)$0373
Memoranda
Gross Fiduciary activities income$200,000549
2022-12-31Rank
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$133,000631
Number of Managed Accounts$114,000586
Number of Non-Managed Accounts$19,000568
Total fiduciary and related assets$139,924,000540
Managed Assets ($)$129,356,000496
Non-managed Assets ($)$10,568,000543
Memoranda
Gross Fiduciary activities income$571,000597
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$0399
Number of Managed Accounts$0389
Number of Non-Managed Accounts$0385
Total fiduciary and related assets$0399
Managed Assets ($)$0389
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$464,000589
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$0430
Number of Managed Accounts$0422
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$0430
Managed Assets ($)$0422
Non-managed Assets ($)$0417
Memoranda
Gross Fiduciary activities income$352,000538
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$0359
Number of Managed Accounts$0350
Number of Non-Managed Accounts$0347
Total fiduciary and related assets$0358
Managed Assets ($)$0350
Non-managed Assets ($)$0346
Memoranda
Gross Fiduciary activities income$203,000520
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$130,000605
Number of Managed Accounts$110,000558
Number of Non-Managed Accounts$20,000538
Total fiduciary and related assets$127,412,000533
Managed Assets ($)$118,203,000493
Non-managed Assets ($)$9,209,000537
Memoranda
Gross Fiduciary activities income$478,000578
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$0343
Number of Managed Accounts$0335
Number of Non-Managed Accounts$0330
Total fiduciary and related assets$0343
Managed Assets ($)$0335
Non-managed Assets ($)$0330
Memoranda
Gross Fiduciary activities income$378,000571
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$0409
Number of Managed Accounts$0401
Number of Non-Managed Accounts$0396
Total fiduciary and related assets$0409
Managed Assets ($)$0401
Non-managed Assets ($)$0395
Memoranda
Gross Fiduciary activities income$280,000560
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$0345
Number of Managed Accounts$0337
Number of Non-Managed Accounts$0333
Total fiduciary and related assets$0345
Managed Assets ($)$0337
Non-managed Assets ($)$0332
Memoranda
Gross Fiduciary activities income$157,000546
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$128,000612
Number of Managed Accounts$103,000570
Number of Non-Managed Accounts$25,000511
Total fiduciary and related assets$106,801,000553
Managed Assets ($)$97,211,000515
Non-managed Assets ($)$9,590,000543
Memoranda
Gross Fiduciary activities income$478,000580
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$0346
Number of Managed Accounts$0338
Number of Non-Managed Accounts$0335
Total fiduciary and related assets$0346
Managed Assets ($)$0338
Non-managed Assets ($)$0335
Memoranda
Gross Fiduciary activities income$359,000578
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$0406
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0406
Managed Assets ($)$0397
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$260,000569
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$136,000339
Number of Managed Accounts$111,000326
Number of Non-Managed Accounts$25,000279
Total fiduciary and related assets$98,472,000342
Managed Assets ($)$90,940,000328
Non-managed Assets ($)$7,532,000310
Memoranda
Gross Fiduciary activities income$169,000533
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$137,000612
Number of Managed Accounts$112,000566
Number of Non-Managed Accounts$25,000522
Total fiduciary and related assets$108,847,000543
Managed Assets ($)$99,422,000510
Non-managed Assets ($)$9,425,000547
Memoranda
Gross Fiduciary activities income$466,000584
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$137,000346
Number of Managed Accounts$113,000335
Number of Non-Managed Accounts$24,000283
Total fiduciary and related assets$107,623,000346
Managed Assets ($)$98,563,000332
Non-managed Assets ($)$9,060,000311
Memoranda
Gross Fiduciary activities income$365,000579
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$136,000384
Number of Managed Accounts$112,000372
Number of Non-Managed Accounts$24,000306
Total fiduciary and related assets$108,229,000385
Managed Assets ($)$98,918,000369
Non-managed Assets ($)$9,311,000343
Memoranda
Gross Fiduciary activities income$269,000567
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$137,000388
Number of Managed Accounts$113,000376
Number of Non-Managed Accounts$24,000311
Total fiduciary and related assets$108,127,000390
Managed Assets ($)$99,014,000373
Non-managed Assets ($)$9,113,000348
Memoranda
Gross Fiduciary activities income$151,000551
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$137,000630
Number of Managed Accounts$113,000582
Number of Non-Managed Accounts$24,000551
Total fiduciary and related assets$103,191,000552
Managed Assets ($)$95,131,000505
Non-managed Assets ($)$8,060,000575
Memoranda
Gross Fiduciary activities income$462,000605
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$137,000387
Number of Managed Accounts$113,000375
Number of Non-Managed Accounts$24,000315
Total fiduciary and related assets$105,468,000393
Managed Assets ($)$96,055,000379
Non-managed Assets ($)$9,413,000351
Memoranda
Gross Fiduciary activities income$354,000599
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$135,000390
Number of Managed Accounts$111,000378
Number of Non-Managed Accounts$24,000320
Total fiduciary and related assets$100,845,000395
Managed Assets ($)$91,807,000381
Non-managed Assets ($)$9,038,000351
Memoranda
Gross Fiduciary activities income$258,000590
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$137,000395
Number of Managed Accounts$112,000376
Number of Non-Managed Accounts$25,000319
Total fiduciary and related assets$100,495,000399
Managed Assets ($)$91,489,000383
Non-managed Assets ($)$9,006,000355
Memoranda
Gross Fiduciary activities income$146,000572
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$133,000645
Number of Managed Accounts$108,000594
Number of Non-Managed Accounts$25,000557
Total fiduciary and related assets$103,842,000570
Managed Assets ($)$94,682,000521
Non-managed Assets ($)$9,160,000576
Memoranda
Gross Fiduciary activities income$452,000609
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$134,000390
Number of Managed Accounts$109,000376
Number of Non-Managed Accounts$25,000310
Total fiduciary and related assets$104,217,000395
Managed Assets ($)$95,249,000377
Non-managed Assets ($)$8,968,000347
Memoranda
Gross Fiduciary activities income$346,000610
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$134,000392
Number of Managed Accounts$109,000375
Number of Non-Managed Accounts$25,000312
Total fiduciary and related assets$104,227,000396
Managed Assets ($)$95,420,000378
Non-managed Assets ($)$8,807,000348
Memoranda
Gross Fiduciary activities income$244,000600
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$135,000394
Number of Managed Accounts$109,000378
Number of Non-Managed Accounts$26,000307
Total fiduciary and related assets$101,160,000399
Managed Assets ($)$92,467,000382
Non-managed Assets ($)$8,693,000355
Memoranda
Gross Fiduciary activities income$149,000572
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$136,000657
Number of Managed Accounts$110,000598
Number of Non-Managed Accounts$26,000564
Total fiduciary and related assets$99,729,000573
Managed Assets ($)$90,913,000523
Non-managed Assets ($)$8,816,000589
Memoranda
Gross Fiduciary activities income$455,000611
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$145,000395
Number of Managed Accounts$119,000378
Number of Non-Managed Accounts$26,000318
Total fiduciary and related assets$99,720,000401
Managed Assets ($)$90,999,000382
Non-managed Assets ($)$8,721,000351
Memoranda
Gross Fiduciary activities income$350,000606
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$144,000395
Number of Managed Accounts$120,000377
Number of Non-Managed Accounts$24,000323
Total fiduciary and related assets$100,366,000403
Managed Assets ($)$92,202,000384
Non-managed Assets ($)$8,164,000360
Memoranda
Gross Fiduciary activities income$251,000598
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$144,000396
Number of Managed Accounts$121,000379
Number of Non-Managed Accounts$23,000326
Total fiduciary and related assets$97,050,000404
Managed Assets ($)$89,024,000385
Non-managed Assets ($)$8,026,000357
Memoranda
Gross Fiduciary activities income$157,000561
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$140,000663
Number of Managed Accounts$118,000594
Number of Non-Managed Accounts$22,000616
Total fiduciary and related assets$97,998,000571
Managed Assets ($)$90,262,000526
Non-managed Assets ($)$7,736,000621
Memoranda
Gross Fiduciary activities income$477,000608
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$140,000394
Number of Managed Accounts$118,000376
Number of Non-Managed Accounts$22,000324
Total fiduciary and related assets$97,962,000400
Managed Assets ($)$90,201,000379
Non-managed Assets ($)$7,761,000355
Memoranda
Gross Fiduciary activities income$377,000598
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$171,000395
Number of Managed Accounts$118,000379
Number of Non-Managed Accounts$53,000268
Total fiduciary and related assets$99,802,000404
Managed Assets ($)$91,641,000381
Non-managed Assets ($)$8,161,000359
Memoranda
Gross Fiduciary activities income$272,000585
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$177,000394
Number of Managed Accounts$120,000377
Number of Non-Managed Accounts$57,000262
Total fiduciary and related assets$100,681,000404
Managed Assets ($)$90,338,000381
Non-managed Assets ($)$10,343,000353
Memoranda
Gross Fiduciary activities income$167,000556
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$178,000636
Number of Managed Accounts$121,000605
Number of Non-Managed Accounts$57,000426
Total fiduciary and related assets$101,190,000585
Managed Assets ($)$90,886,000539
Non-managed Assets ($)$10,304,000599
Memoranda
Gross Fiduciary activities income$461,000629
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$182,000392
Number of Managed Accounts$122,000378
Number of Non-Managed Accounts$60,000256
Total fiduciary and related assets$101,174,000404
Managed Assets ($)$90,642,000380
Non-managed Assets ($)$10,532,000350
Memoranda
Gross Fiduciary activities income$348,000622
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$182,000392
Number of Managed Accounts$120,000379
Number of Non-Managed Accounts$62,000250
Total fiduciary and related assets$98,014,000403
Managed Assets ($)$87,395,000381
Non-managed Assets ($)$10,619,000347
Memoranda
Gross Fiduciary activities income$242,000616
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$183,000392
Number of Managed Accounts$121,000383
Number of Non-Managed Accounts$62,000250
Total fiduciary and related assets$97,540,000405
Managed Assets ($)$87,130,000385
Non-managed Assets ($)$10,410,000352
Memoranda
Gross Fiduciary activities income$139,000597
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$184,000623
Number of Managed Accounts$121,000613
Number of Non-Managed Accounts$63,000405
Total fiduciary and related assets$96,695,000584
Managed Assets ($)$87,009,000536
Non-managed Assets ($)$9,686,000613
Memoranda
Gross Fiduciary activities income$427,000634
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$185,000374
Number of Managed Accounts$123,000362
Number of Non-Managed Accounts$62,000246
Total fiduciary and related assets$92,713,000386
Managed Assets ($)$83,361,000365
Non-managed Assets ($)$9,352,000342
Memoranda
Gross Fiduciary activities income$315,000637
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$185,000375
Number of Managed Accounts$121,000365
Number of Non-Managed Accounts$64,000242
Total fiduciary and related assets$83,476,000389
Managed Assets ($)$74,069,000368
Non-managed Assets ($)$9,407,000346
Memoranda
Gross Fiduciary activities income$221,000630
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$183,000378
Number of Managed Accounts$119,000368
Number of Non-Managed Accounts$64,000246
Total fiduciary and related assets$82,111,000393
Managed Assets ($)$72,539,000369
Non-managed Assets ($)$9,572,000349
Memoranda
Gross Fiduciary activities income$128,000614
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$185,000627
Number of Managed Accounts$120,000616
Number of Non-Managed Accounts$65,000416
Total fiduciary and related assets$80,170,000622
Managed Assets ($)$70,893,000565
Non-managed Assets ($)$9,277,000626
Memoranda
Gross Fiduciary activities income$429,000637
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$181,000364
Number of Managed Accounts$115,000352
Number of Non-Managed Accounts$66,000239
Total fiduciary and related assets$72,864,000374
Managed Assets ($)$64,655,000354
Non-managed Assets ($)$8,209,000334
Memoranda
Gross Fiduciary activities income$341,000629
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$185,000364
Number of Managed Accounts$119,000351
Number of Non-Managed Accounts$66,000238
Total fiduciary and related assets$74,942,000375
Managed Assets ($)$66,932,000351
Non-managed Assets ($)$8,010,000338
Memoranda
Gross Fiduciary activities income$250,000607
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$177,000363
Number of Managed Accounts$111,000347
Number of Non-Managed Accounts$66,000231
Total fiduciary and related assets$67,091,000376
Managed Assets ($)$60,055,000353
Non-managed Assets ($)$7,036,000337
Memoranda
Gross Fiduciary activities income$124,000611
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$178,000638
Number of Managed Accounts$112,000631
Number of Non-Managed Accounts$66,000421
Total fiduciary and related assets$65,291,000657
Managed Assets ($)$58,352,000599
Non-managed Assets ($)$6,939,000662
Memoranda
Gross Fiduciary activities income$406,000602
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$179,000369
Number of Managed Accounts$114,000351
Number of Non-Managed Accounts$65,000240
Total fiduciary and related assets$64,404,000377
Managed Assets ($)$57,662,000354
Non-managed Assets ($)$6,742,000346
Memoranda
Gross Fiduciary activities income$317,000585
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$186,000372
Number of Managed Accounts$115,000358
Number of Non-Managed Accounts$71,000232
Total fiduciary and related assets$66,369,000384
Managed Assets ($)$59,095,000360
Non-managed Assets ($)$7,274,000349
Memoranda
Gross Fiduciary activities income$222,000583
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$189,000375
Number of Managed Accounts$118,000360
Number of Non-Managed Accounts$71,000236
Total fiduciary and related assets$66,938,000388
Managed Assets ($)$59,670,000364
Non-managed Assets ($)$7,268,000350
Memoranda
Gross Fiduciary activities income$124,000572
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$190,000636
Number of Managed Accounts$119,000632
Number of Non-Managed Accounts$71,000415
Total fiduciary and related assets$65,720,000673
Managed Assets ($)$58,500,000610
Non-managed Assets ($)$7,220,000680
Memoranda
Gross Fiduciary activities income$395,000605
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$190,000359
Number of Managed Accounts$120,000343
Number of Non-Managed Accounts$70,000234
Total fiduciary and related assets$64,969,000377
Managed Assets ($)$57,796,000349
Non-managed Assets ($)$7,173,000349
Memoranda
Gross Fiduciary activities income$294,000605
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$193,000358
Number of Managed Accounts$122,000341
Number of Non-Managed Accounts$71,000237
Total fiduciary and related assets$65,654,000378
Managed Assets ($)$58,600,000347
Non-managed Assets ($)$7,054,000354
Memoranda
Gross Fiduciary activities income$214,000588
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$195,000367
Number of Managed Accounts$122,000345
Number of Non-Managed Accounts$73,000236
Total fiduciary and related assets$67,824,000385
Managed Assets ($)$60,494,000351
Non-managed Assets ($)$7,330,000357
Memoranda
Gross Fiduciary activities income$106,000596
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$194,000652
Number of Managed Accounts$120,000632
Number of Non-Managed Accounts$74,000419
Total fiduciary and related assets$66,375,000669
Managed Assets ($)$58,992,000600
Non-managed Assets ($)$7,383,000681
Memoranda
Gross Fiduciary activities income$391,000604
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$196,000357
Number of Managed Accounts$174,000325
Number of Non-Managed Accounts$22,000312
Total fiduciary and related assets$65,372,000374
Managed Assets ($)$62,047,000342
Non-managed Assets ($)$3,325,000356
Memoranda
Gross Fiduciary activities income$292,000595
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$199,000367
Number of Managed Accounts$176,000333
Number of Non-Managed Accounts$23,000314
Total fiduciary and related assets$64,911,000381
Managed Assets ($)$61,350,000351
Non-managed Assets ($)$3,561,000357
Memoranda
Gross Fiduciary activities income$184,000610
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$197,000365
Number of Managed Accounts$174,000332
Number of Non-Managed Accounts$23,000310
Total fiduciary and related assets$62,500,000380
Managed Assets ($)$59,020,000352
Non-managed Assets ($)$3,480,000357
Memoranda
Gross Fiduciary activities income$112,000572
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$199,000663
Number of Managed Accounts$176,000551
Number of Non-Managed Accounts$23,000732
Total fiduciary and related assets$65,817,000667
Managed Assets ($)$62,288,000585
Non-managed Assets ($)$3,529,000777
Memoranda
Gross Fiduciary activities income$443,000594
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$202,000389
Number of Managed Accounts$181,000358
Number of Non-Managed Accounts$21,000337
Total fiduciary and related assets$69,973,000404
Managed Assets ($)$66,570,000375
Non-managed Assets ($)$3,403,000385
Memoranda
Gross Fiduciary activities income$329,000601
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$197,000395
Number of Managed Accounts$178,000362
Number of Non-Managed Accounts$19,000347
Total fiduciary and related assets$69,630,000411
Managed Assets ($)$66,238,000379
Non-managed Assets ($)$3,392,000391
Memoranda
Gross Fiduciary activities income$224,000610
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$199,000399
Number of Managed Accounts$180,000365
Number of Non-Managed Accounts$19,000349
Total fiduciary and related assets$70,934,000418
Managed Assets ($)$67,516,000387
Non-managed Assets ($)$3,418,000398
Memoranda
Gross Fiduciary activities income$132,000598
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$202,000669
Number of Managed Accounts$181,000552
Number of Non-Managed Accounts$21,000760
Total fiduciary and related assets$73,586,000690
Managed Assets ($)$69,117,000606
Non-managed Assets ($)$4,469,000785
Memoranda
Gross Fiduciary activities income$414,000635
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$203,000377
Number of Managed Accounts$182,000348
Number of Non-Managed Accounts$21,000330
Total fiduciary and related assets$73,533,000402
Managed Assets ($)$69,206,000371
Non-managed Assets ($)$4,327,000376
Memoranda
Gross Fiduciary activities income$312,000632
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$204,000382
Number of Managed Accounts$182,000352
Number of Non-Managed Accounts$22,000338
Total fiduciary and related assets$72,492,000409
Managed Assets ($)$68,086,000378
Non-managed Assets ($)$4,406,000385
Memoranda
Gross Fiduciary activities income$218,000628
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$206,000387
Number of Managed Accounts$184,000353
Number of Non-Managed Accounts$22,000336
Total fiduciary and related assets$72,036,000411
Managed Assets ($)$67,632,000379
Non-managed Assets ($)$4,404,000386
Memoranda
Gross Fiduciary activities income$124,000612
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$209,000648
Number of Managed Accounts$187,000543
Number of Non-Managed Accounts$22,000768
Total fiduciary and related assets$71,262,000697
Managed Assets ($)$66,864,000604
Non-managed Assets ($)$4,398,000790
Memoranda
Gross Fiduciary activities income$442,000611
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$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$318,000615
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$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$216,000622
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$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$98,000648
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$220,000639
Number of Managed Accounts$201,000534
Number of Non-Managed Accounts$19,000835
Total fiduciary and related assets$72,976,000684
Managed Assets ($)$69,518,000598
Non-managed Assets ($)$3,458,000844
Memoranda
Gross Fiduciary activities income$401,000631
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$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$275,000644
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$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$193,000641
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$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$96,000651
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$158,000773
Number of Managed Accounts$138,000658
Number of Non-Managed Accounts$20,000840
Total fiduciary and related assets$60,706,000733
Managed Assets ($)$56,914,000635
Non-managed Assets ($)$3,792,000840
Memoranda
Gross Fiduciary activities income$395,000633
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$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$304,000629
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$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$212,000622
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$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$119,000598
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$167,000767
Number of Managed Accounts$145,000640
Number of Non-Managed Accounts$22,000829
Total fiduciary and related assets$58,982,000730
Managed Assets ($)$55,389,000626
Non-managed Assets ($)$3,593,000881
Memoranda
Gross Fiduciary activities income$452,000602
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$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$333,000605
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$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$234,000592
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$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$159,000502
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$172,000757
Number of Managed Accounts$150,000641
Number of Non-Managed Accounts$22,000843
Total fiduciary and related assets$61,855,000706
Managed Assets ($)$58,490,000612
Non-managed Assets ($)$3,365,000890
Memoranda
Gross Fiduciary activities income$426,000628
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$187,000702
Number of Managed Accounts$161,000596
Number of Non-Managed Accounts$26,000768
Total fiduciary and related assets$63,731,000671
Managed Assets ($)$60,898,000576
Non-managed Assets ($)$2,833,000872
Memoranda
Gross Fiduciary activities income$459,000620
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$458,000625
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$499,000640
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