Farmers and Merchants Trust Company of Chambersburg, Fiduciary and Related Services

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$1,820,000144
Number of Managed Accounts$1,772,000117
Number of Non-Managed Accounts$48,000387
Total fiduciary and related assets$919,510,000232
Managed Assets ($)$796,477,000211
Non-managed Assets ($)$123,033,000243
Memoranda
Gross Fiduciary activities income$6,947,000204
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$5,163,000205
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$1,798,000145
Number of Managed Accounts$1,751,000122
Number of Non-Managed Accounts$47,000269
Total fiduciary and related assets$886,217,000232
Managed Assets ($)$768,818,000214
Non-managed Assets ($)$117,399,000239
Memoranda
Gross Fiduciary activities income$3,457,000200
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$1,599,000207
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$1,718,000150
Number of Managed Accounts$1,663,000129
Number of Non-Managed Accounts$55,000365
Total fiduciary and related assets$811,413,000236
Managed Assets ($)$703,556,000224
Non-managed Assets ($)$107,857,000244
Memoranda
Gross Fiduciary activities income$5,829,000205
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$1,703,000146
Number of Managed Accounts$1,646,000129
Number of Non-Managed Accounts$57,000234
Total fiduciary and related assets$751,796,000230
Managed Assets ($)$649,225,000215
Non-managed Assets ($)$102,571,000213
Memoranda
Gross Fiduciary activities income$4,306,000202
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$1,712,000149
Number of Managed Accounts$1,644,000128
Number of Non-Managed Accounts$68,000230
Total fiduciary and related assets$721,094,000240
Managed Assets ($)$636,180,000221
Non-managed Assets ($)$84,914,000246
Memoranda
Gross Fiduciary activities income$2,912,000201
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$1,707,000148
Number of Managed Accounts$1,639,000127
Number of Non-Managed Accounts$68,000218
Total fiduciary and related assets$653,338,000233
Managed Assets ($)$580,688,000213
Non-managed Assets ($)$72,650,000222
Memoranda
Gross Fiduciary activities income$1,371,000207
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$1,701,000155
Number of Managed Accounts$1,633,000130
Number of Non-Managed Accounts$68,000332
Total fiduciary and related assets$769,725,000230
Managed Assets ($)$665,517,000219
Non-managed Assets ($)$104,208,000245
Memoranda
Gross Fiduciary activities income$5,907,000203
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$1,693,000150
Number of Managed Accounts$1,623,000129
Number of Non-Managed Accounts$70,000214
Total fiduciary and related assets$736,898,000228
Managed Assets ($)$640,796,000217
Non-managed Assets ($)$96,102,000222
Memoranda
Gross Fiduciary activities income$4,405,000200
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$1,664,000152
Number of Managed Accounts$1,598,000131
Number of Non-Managed Accounts$66,000235
Total fiduciary and related assets$738,210,000229
Managed Assets ($)$637,962,000211
Non-managed Assets ($)$100,248,000237
Memoranda
Gross Fiduciary activities income$2,965,000197
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$1,659,000153
Number of Managed Accounts$1,587,000130
Number of Non-Managed Accounts$72,000224
Total fiduciary and related assets$729,425,000227
Managed Assets ($)$635,639,000208
Non-managed Assets ($)$93,786,000245
Memoranda
Gross Fiduciary activities income$1,384,000208
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$1,655,000155
Number of Managed Accounts$1,585,000126
Number of Non-Managed Accounts$70,000327
Total fiduciary and related assets$662,956,000234
Managed Assets ($)$574,283,000220
Non-managed Assets ($)$88,673,000255
Memoranda
Gross Fiduciary activities income$5,387,000208
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$1,641,000151
Number of Managed Accounts$1,578,000126
Number of Non-Managed Accounts$63,000237
Total fiduciary and related assets$714,190,000234
Managed Assets ($)$623,582,000216
Non-managed Assets ($)$90,608,000249
Memoranda
Gross Fiduciary activities income$4,066,000208
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$1,634,000153
Number of Managed Accounts$1,573,000124
Number of Non-Managed Accounts$61,000243
Total fiduciary and related assets$673,561,000242
Managed Assets ($)$607,502,000214
Non-managed Assets ($)$66,059,000269
Memoranda
Gross Fiduciary activities income$2,717,000208
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$1,619,000156
Number of Managed Accounts$1,560,000125
Number of Non-Managed Accounts$59,000249
Total fiduciary and related assets$662,706,000246
Managed Assets ($)$596,459,000216
Non-managed Assets ($)$66,247,000268
Memoranda
Gross Fiduciary activities income$1,329,000213
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$1,619,000157
Number of Managed Accounts$1,551,000124
Number of Non-Managed Accounts$68,000347
Total fiduciary and related assets$664,811,000244
Managed Assets ($)$598,851,000216
Non-managed Assets ($)$65,960,000294
Memoranda
Gross Fiduciary activities income$5,055,000207
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$1,607,000155
Number of Managed Accounts$1,543,000127
Number of Non-Managed Accounts$64,000237
Total fiduciary and related assets$641,854,000244
Managed Assets ($)$575,687,000217
Non-managed Assets ($)$66,167,000259
Memoranda
Gross Fiduciary activities income$3,758,000209
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$1,589,000153
Number of Managed Accounts$1,517,000126
Number of Non-Managed Accounts$72,000227
Total fiduciary and related assets$631,134,000241
Managed Assets ($)$559,655,000217
Non-managed Assets ($)$71,479,000251
Memoranda
Gross Fiduciary activities income$2,505,000207
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$1,587,000152
Number of Managed Accounts$1,517,000123
Number of Non-Managed Accounts$70,000229
Total fiduciary and related assets$617,670,000243
Managed Assets ($)$546,689,000222
Non-managed Assets ($)$70,981,000251
Memoranda
Gross Fiduciary activities income$1,237,000212
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$1,566,000154
Number of Managed Accounts$1,500,000122
Number of Non-Managed Accounts$66,000367
Total fiduciary and related assets$601,575,000240
Managed Assets ($)$535,934,000222
Non-managed Assets ($)$65,641,000287
Memoranda
Gross Fiduciary activities income$4,680,000208
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$1,554,000149
Number of Managed Accounts$1,491,000122
Number of Non-Managed Accounts$63,000246
Total fiduciary and related assets$595,313,000246
Managed Assets ($)$530,962,000222
Non-managed Assets ($)$64,351,000261
Memoranda
Gross Fiduciary activities income$3,503,000207
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$1,552,000151
Number of Managed Accounts$1,484,000124
Number of Non-Managed Accounts$68,000236
Total fiduciary and related assets$584,077,000249
Managed Assets ($)$520,565,000225
Non-managed Assets ($)$63,512,000264
Memoranda
Gross Fiduciary activities income$2,353,000207
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$1,558,000147
Number of Managed Accounts$1,490,000125
Number of Non-Managed Accounts$68,000237
Total fiduciary and related assets$567,293,000253
Managed Assets ($)$505,117,000226
Non-managed Assets ($)$62,176,000262
Memoranda
Gross Fiduciary activities income$1,192,000201
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$1,575,000151
Number of Managed Accounts$1,498,000123
Number of Non-Managed Accounts$77,000328
Total fiduciary and related assets$567,790,000254
Managed Assets ($)$503,954,000229
Non-managed Assets ($)$63,836,000284
Memoranda
Gross Fiduciary activities income$4,692,000210
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$1,589,000146
Number of Managed Accounts$1,493,000120
Number of Non-Managed Accounts$96,000202
Total fiduciary and related assets$556,077,000254
Managed Assets ($)$504,170,000226
Non-managed Assets ($)$51,907,000278
Memoranda
Gross Fiduciary activities income$3,536,000211
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$1,620,000144
Number of Managed Accounts$1,474,000124
Number of Non-Managed Accounts$146,000173
Total fiduciary and related assets$575,826,000255
Managed Assets ($)$522,029,000230
Non-managed Assets ($)$53,797,000278
Memoranda
Gross Fiduciary activities income$2,448,000208
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$1,608,000143
Number of Managed Accounts$1,452,000125
Number of Non-Managed Accounts$156,000170
Total fiduciary and related assets$585,239,000259
Managed Assets ($)$523,378,000227
Non-managed Assets ($)$61,861,000273
Memoranda
Gross Fiduciary activities income$1,186,000215
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$1,602,000145
Number of Managed Accounts$1,439,000123
Number of Non-Managed Accounts$163,000225
Total fiduciary and related assets$580,497,000257
Managed Assets ($)$517,814,000230
Non-managed Assets ($)$62,683,000292
Memoranda
Gross Fiduciary activities income$4,221,000219
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$1,612,000141
Number of Managed Accounts$1,441,000122
Number of Non-Managed Accounts$171,000157
Total fiduciary and related assets$566,629,000255
Managed Assets ($)$510,552,000226
Non-managed Assets ($)$56,077,000274
Memoranda
Gross Fiduciary activities income$3,080,000219
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$1,610,000139
Number of Managed Accounts$1,447,000121
Number of Non-Managed Accounts$163,000159
Total fiduciary and related assets$569,836,000254
Managed Assets ($)$512,230,000226
Non-managed Assets ($)$57,606,000269
Memoranda
Gross Fiduciary activities income$2,046,000219
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$1,576,000141
Number of Managed Accounts$1,406,000122
Number of Non-Managed Accounts$170,000160
Total fiduciary and related assets$559,863,000254
Managed Assets ($)$498,159,000225
Non-managed Assets ($)$61,704,000264
Memoranda
Gross Fiduciary activities income$1,009,000228
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$1,579,000145
Number of Managed Accounts$1,409,000119
Number of Non-Managed Accounts$170,000219
Total fiduciary and related assets$554,880,000252
Managed Assets ($)$492,923,000222
Non-managed Assets ($)$61,957,000292
Memoranda
Gross Fiduciary activities income$4,044,000209
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$1,605,000140
Number of Managed Accounts$1,427,000113
Number of Non-Managed Accounts$178,000161
Total fiduciary and related assets$542,323,000251
Managed Assets ($)$479,206,000222
Non-managed Assets ($)$63,117,000260
Memoranda
Gross Fiduciary activities income$3,032,000204
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$1,617,000139
Number of Managed Accounts$1,436,000109
Number of Non-Managed Accounts$181,000162
Total fiduciary and related assets$539,302,000248
Managed Assets ($)$475,250,000214
Non-managed Assets ($)$64,052,000260
Memoranda
Gross Fiduciary activities income$1,976,000210
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$1,615,000141
Number of Managed Accounts$1,424,000110
Number of Non-Managed Accounts$191,000162
Total fiduciary and related assets$528,456,000251
Managed Assets ($)$466,739,000214
Non-managed Assets ($)$61,717,000265
Memoranda
Gross Fiduciary activities income$926,000220
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$1,629,000142
Number of Managed Accounts$1,442,000108
Number of Non-Managed Accounts$187,000220
Total fiduciary and related assets$507,245,000253
Managed Assets ($)$447,440,000215
Non-managed Assets ($)$59,805,000304
Memoranda
Gross Fiduciary activities income$3,636,000213
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$1,645,000133
Number of Managed Accounts$1,448,000108
Number of Non-Managed Accounts$197,000153
Total fiduciary and related assets$489,435,000256
Managed Assets ($)$435,757,000219
Non-managed Assets ($)$53,678,000265
Memoranda
Gross Fiduciary activities income$2,633,000220
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$1,654,000132
Number of Managed Accounts$1,457,000106
Number of Non-Managed Accounts$197,000154
Total fiduciary and related assets$490,522,000251
Managed Assets ($)$426,634,000214
Non-managed Assets ($)$63,888,000246
Memoranda
Gross Fiduciary activities income$1,775,000219
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$1,650,000135
Number of Managed Accounts$1,442,000108
Number of Non-Managed Accounts$208,000149
Total fiduciary and related assets$490,517,000247
Managed Assets ($)$429,356,000217
Non-managed Assets ($)$61,161,000246
Memoranda
Gross Fiduciary activities income$868,000224
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$1,669,000138
Number of Managed Accounts$1,455,000110
Number of Non-Managed Accounts$214,000198
Total fiduciary and related assets$472,433,000245
Managed Assets ($)$407,781,000219
Non-managed Assets ($)$64,652,000281
Memoranda
Gross Fiduciary activities income$3,455,000182
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$1,683,000132
Number of Managed Accounts$1,464,000111
Number of Non-Managed Accounts$219,000146
Total fiduciary and related assets$476,971,000234
Managed Assets ($)$413,094,000212
Non-managed Assets ($)$63,877,000238
Memoranda
Gross Fiduciary activities income$2,634,000178
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$1,680,000133
Number of Managed Accounts$1,461,000114
Number of Non-Managed Accounts$219,000150
Total fiduciary and related assets$499,626,000236
Managed Assets ($)$429,831,000212
Non-managed Assets ($)$69,795,000237
Memoranda
Gross Fiduciary activities income$1,827,000176
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$1,696,000126
Number of Managed Accounts$1,471,000106
Number of Non-Managed Accounts$225,000149
Total fiduciary and related assets$493,587,000240
Managed Assets ($)$428,150,000209
Non-managed Assets ($)$65,437,000241
Memoranda
Gross Fiduciary activities income$843,000194
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$1,693,000133
Number of Managed Accounts$1,463,000105
Number of Non-Managed Accounts$230,000193
Total fiduciary and related assets$480,972,000245
Managed Assets ($)$416,089,000208
Non-managed Assets ($)$64,883,000280
Memoranda
Gross Fiduciary activities income$3,385,000185
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$1,688,000125
Number of Managed Accounts$1,454,000104
Number of Non-Managed Accounts$234,000148
Total fiduciary and related assets$468,230,000246
Managed Assets ($)$403,399,000206
Non-managed Assets ($)$64,831,000239
Memoranda
Gross Fiduciary activities income$2,571,000182
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$1,711,000124
Number of Managed Accounts$1,472,000102
Number of Non-Managed Accounts$239,000148
Total fiduciary and related assets$448,269,000243
Managed Assets ($)$382,817,000211
Non-managed Assets ($)$65,452,000240
Memoranda
Gross Fiduciary activities income$1,809,000174
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$1,718,000122
Number of Managed Accounts$1,467,000101
Number of Non-Managed Accounts$251,000147
Total fiduciary and related assets$455,460,000251
Managed Assets ($)$392,822,000210
Non-managed Assets ($)$62,638,000253
Memoranda
Gross Fiduciary activities income$914,000176
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$1,726,000130
Number of Managed Accounts$1,469,000104
Number of Non-Managed Accounts$257,000195
Total fiduciary and related assets$451,325,000249
Managed Assets ($)$389,646,000216
Non-managed Assets ($)$61,679,000289
Memoranda
Gross Fiduciary activities income$3,062,000194
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$1,732,000124
Number of Managed Accounts$1,464,00099
Number of Non-Managed Accounts$268,000139
Total fiduciary and related assets$450,390,000248
Managed Assets ($)$387,887,000213
Non-managed Assets ($)$62,503,000238
Memoranda
Gross Fiduciary activities income$2,277,000194
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$1,753,000120
Number of Managed Accounts$1,481,000100
Number of Non-Managed Accounts$272,000140
Total fiduciary and related assets$432,426,000248
Managed Assets ($)$364,874,000220
Non-managed Assets ($)$67,552,000220
Memoranda
Gross Fiduciary activities income$1,510,000198
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$1,773,000117
Number of Managed Accounts$1,499,00099
Number of Non-Managed Accounts$274,000139
Total fiduciary and related assets$419,232,000244
Managed Assets ($)$349,119,000217
Non-managed Assets ($)$70,113,000219
Memoranda
Gross Fiduciary activities income$766,000191
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$1,785,000132
Number of Managed Accounts$1,488,000104
Number of Non-Managed Accounts$297,000183
Total fiduciary and related assets$454,652,000236
Managed Assets ($)$375,271,000216
Non-managed Assets ($)$79,381,000245
Memoranda
Gross Fiduciary activities income$2,996,000207
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$1,575,000138
Number of Managed Accounts$1,351,000115
Number of Non-Managed Accounts$224,000157
Total fiduciary and related assets$416,810,000265
Managed Assets ($)$342,478,000233
Non-managed Assets ($)$74,332,000231
Memoranda
Gross Fiduciary activities income$2,273,000213
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$1,612,000136
Number of Managed Accounts$1,381,000115
Number of Non-Managed Accounts$231,000163
Total fiduciary and related assets$429,551,000273
Managed Assets ($)$353,180,000238
Non-managed Assets ($)$76,371,000241
Memoranda
Gross Fiduciary activities income$1,519,000215
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$1,647,000135
Number of Managed Accounts$1,411,000109
Number of Non-Managed Accounts$236,000161
Total fiduciary and related assets$430,417,000282
Managed Assets ($)$352,884,000244
Non-managed Assets ($)$77,533,000244
Memoranda
Gross Fiduciary activities income$827,000209
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$1,497,000151
Number of Managed Accounts$1,271,000129
Number of Non-Managed Accounts$226,000218
Total fiduciary and related assets$503,974,000261
Managed Assets ($)$359,337,000244
Non-managed Assets ($)$144,637,000211
Memoranda
Gross Fiduciary activities income$3,690,000191
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$1,460,000147
Number of Managed Accounts$1,229,000130
Number of Non-Managed Accounts$231,000151
Total fiduciary and related assets$517,437,000254
Managed Assets ($)$370,261,000239
Non-managed Assets ($)$147,176,000200
Memoranda
Gross Fiduciary activities income$2,915,000180
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$1,472,000145
Number of Managed Accounts$1,234,000131
Number of Non-Managed Accounts$238,000152
Total fiduciary and related assets$640,141,000230
Managed Assets ($)$462,581,000216
Non-managed Assets ($)$177,560,000195
Memoranda
Gross Fiduciary activities income$1,660,000209
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$1,484,000142
Number of Managed Accounts$1,245,000128
Number of Non-Managed Accounts$239,000151
Total fiduciary and related assets$514,795,000257
Managed Assets ($)$370,194,000237
Non-managed Assets ($)$144,601,000205
Memoranda
Gross Fiduciary activities income$885,000198
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$1,479,000150
Number of Managed Accounts$1,237,000131
Number of Non-Managed Accounts$242,000210
Total fiduciary and related assets$534,391,000250
Managed Assets ($)$370,971,000235
Non-managed Assets ($)$163,420,000201
Memoranda
Gross Fiduciary activities income$2,942,000205
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$1,498,000144
Number of Managed Accounts$1,232,000132
Number of Non-Managed Accounts$266,000154
Total fiduciary and related assets$479,079,000263
Managed Assets ($)$360,300,000241
Non-managed Assets ($)$118,779,000226
Memoranda
Gross Fiduciary activities income$2,071,000223
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$1,501,000148
Number of Managed Accounts$1,231,000137
Number of Non-Managed Accounts$270,000159
Total fiduciary and related assets$465,032,000268
Managed Assets ($)$354,433,000245
Non-managed Assets ($)$110,599,000237
Memoranda
Gross Fiduciary activities income$1,395,000228
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$1,512,000149
Number of Managed Accounts$1,227,000139
Number of Non-Managed Accounts$285,000154
Total fiduciary and related assets$465,917,000270
Managed Assets ($)$349,793,000246
Non-managed Assets ($)$116,124,000235
Memoranda
Gross Fiduciary activities income$686,000230
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$1,483,000159
Number of Managed Accounts$1,188,000142
Number of Non-Managed Accounts$295,000188
Total fiduciary and related assets$407,557,000291
Managed Assets ($)$346,851,000243
Non-managed Assets ($)$60,706,000318
Memoranda
Gross Fiduciary activities income$2,487,000233
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$1,557,000139
Number of Managed Accounts$1,216,000134
Number of Non-Managed Accounts$341,000136
Total fiduciary and related assets$403,970,000284
Managed Assets ($)$343,843,000240
Non-managed Assets ($)$60,127,000271
Memoranda
Gross Fiduciary activities income$1,860,000228
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$1,610,000138
Number of Managed Accounts$1,243,000128
Number of Non-Managed Accounts$367,000135
Total fiduciary and related assets$416,299,000275
Managed Assets ($)$353,787,000236
Non-managed Assets ($)$62,512,000265
Memoranda
Gross Fiduciary activities income$1,245,000227
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$1,602,000141
Number of Managed Accounts$1,234,000130
Number of Non-Managed Accounts$368,000136
Total fiduciary and related assets$408,802,000278
Managed Assets ($)$350,936,000236
Non-managed Assets ($)$57,866,000273
Memoranda
Gross Fiduciary activities income$618,000235
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$1,598,000153
Number of Managed Accounts$1,230,000133
Number of Non-Managed Accounts$368,000172
Total fiduciary and related assets$410,332,000277
Managed Assets ($)$351,326,000232
Non-managed Assets ($)$59,006,000320
Memoranda
Gross Fiduciary activities income$2,300,000234
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$1,600,000141
Number of Managed Accounts$1,225,000133
Number of Non-Managed Accounts$375,000134
Total fiduciary and related assets$387,167,000280
Managed Assets ($)$329,389,000233
Non-managed Assets ($)$57,778,000273
Memoranda
Gross Fiduciary activities income$1,690,000239
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$1,591,000136
Number of Managed Accounts$1,242,000130
Number of Non-Managed Accounts$349,000139
Total fiduciary and related assets$382,906,000285
Managed Assets ($)$326,373,000235
Non-managed Assets ($)$56,533,000282
Memoranda
Gross Fiduciary activities income$1,099,000251
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$1,592,000137
Number of Managed Accounts$1,242,000134
Number of Non-Managed Accounts$350,000140
Total fiduciary and related assets$350,035,000300
Managed Assets ($)$291,559,000251
Non-managed Assets ($)$58,476,000282
Memoranda
Gross Fiduciary activities income$547,000254
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$1,587,000150
Number of Managed Accounts$1,210,000144
Number of Non-Managed Accounts$377,000180
Total fiduciary and related assets$337,470,000315
Managed Assets ($)$276,923,000265
Non-managed Assets ($)$60,547,000331
Memoranda
Gross Fiduciary activities income$2,164,000244
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$1,556,000149
Number of Managed Accounts$1,179,000147
Number of Non-Managed Accounts$377,000155
Total fiduciary and related assets$318,189,000323
Managed Assets ($)$258,537,000270
Non-managed Assets ($)$59,652,000285
Memoranda
Gross Fiduciary activities income$1,594,000259
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$1,539,000157
Number of Managed Accounts$1,162,000148
Number of Non-Managed Accounts$377,000154
Total fiduciary and related assets$382,562,000298
Managed Assets ($)$253,923,000277
Non-managed Assets ($)$128,639,000234
Memoranda
Gross Fiduciary activities income$1,054,000267
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$1,544,000163
Number of Managed Accounts$1,167,000152
Number of Non-Managed Accounts$377,000165
Total fiduciary and related assets$352,666,000308
Managed Assets ($)$233,573,000287
Non-managed Assets ($)$119,093,000240
Memoranda
Gross Fiduciary activities income$547,000268
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$1,527,000170
Number of Managed Accounts$1,149,000161
Number of Non-Managed Accounts$378,000200
Total fiduciary and related assets$352,561,000311
Managed Assets ($)$231,144,000292
Non-managed Assets ($)$121,417,000250
Memoranda
Gross Fiduciary activities income$2,028,000283
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$1,498,000153
Number of Managed Accounts$1,099,000150
Number of Non-Managed Accounts$399,000170
Total fiduciary and related assets$375,171,000288
Managed Assets ($)$246,899,000279
Non-managed Assets ($)$128,272,000218
Memoranda
Gross Fiduciary activities income$2,031,000289
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$2,267,000273
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$2,248,000310
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$1,847,000335
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$1,431,000388
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$1,175,000466
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$1,166,000497
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$1,038,000518
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$943,000559
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$819,000600