Home > Penn Security Bank and Trust Company > Fiduciary and Related Services
Penn Security Bank and Trust Company, Fiduciary and Related Services
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $356,000 | 340 |
| Number of Managed Accounts | $348,000 | 304 |
| Number of Non-Managed Accounts | $8,000 | 353 |
| Total fiduciary and related assets | $333,893,000 | 330 |
| Managed Assets ($) | $329,640,000 | 278 |
| Non-managed Assets ($) | $4,253,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 352 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $353,000 | 343 |
| Number of Managed Accounts | $344,000 | 302 |
| Number of Non-Managed Accounts | $9,000 | 352 |
| Total fiduciary and related assets | $326,616,000 | 327 |
| Managed Assets ($) | $318,809,000 | 274 |
| Non-managed Assets ($) | $7,807,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 367 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $352,000 | 346 |
| Number of Managed Accounts | $343,000 | 306 |
| Number of Non-Managed Accounts | $9,000 | 355 |
| Total fiduciary and related assets | $340,821,000 | 317 |
| Managed Assets ($) | $331,992,000 | 265 |
| Non-managed Assets ($) | $8,829,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $391,000 | 366 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $357,000 | 434 |
| Number of Managed Accounts | $347,000 | 354 |
| Number of Non-Managed Accounts | $10,000 | 843 |
| Total fiduciary and related assets | $293,335,000 | 337 |
| Managed Assets ($) | $288,137,000 | 284 |
| Non-managed Assets ($) | $5,198,000 | 718 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,481,000 | 366 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $348,000 | 335 |
| Number of Managed Accounts | $335,000 | 304 |
| Number of Non-Managed Accounts | $13,000 | 328 |
| Total fiduciary and related assets | $274,791,000 | 341 |
| Managed Assets ($) | $263,720,000 | 292 |
| Non-managed Assets ($) | $11,071,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,112,000 | 365 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $352,000 | 333 |
| Number of Managed Accounts | $339,000 | 297 |
| Number of Non-Managed Accounts | $13,000 | 332 |
| Total fiduciary and related assets | $268,910,000 | 337 |
| Managed Assets ($) | $256,094,000 | 287 |
| Non-managed Assets ($) | $12,816,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $703,000 | 378 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $352,000 | 331 |
| Number of Managed Accounts | $339,000 | 296 |
| Number of Non-Managed Accounts | $13,000 | 330 |
| Total fiduciary and related assets | $272,308,000 | 341 |
| Managed Assets ($) | $260,208,000 | 289 |
| Non-managed Assets ($) | $12,100,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $362,000 | 371 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $351,000 | 439 |
| Number of Managed Accounts | $338,000 | 363 |
| Number of Non-Managed Accounts | $13,000 | 800 |
| Total fiduciary and related assets | $270,977,000 | 339 |
| Managed Assets ($) | $259,436,000 | 285 |
| Non-managed Assets ($) | $11,541,000 | 577 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,563,000 | 312 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $349,000 | 332 |
| Number of Managed Accounts | $336,000 | 297 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $257,847,000 | 335 |
| Managed Assets ($) | $247,326,000 | 279 |
| Non-managed Assets ($) | $10,521,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,214,000 | 304 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $353,000 | 335 |
| Number of Managed Accounts | $340,000 | 297 |
| Number of Non-Managed Accounts | $13,000 | 349 |
| Total fiduciary and related assets | $272,124,000 | 341 |
| Managed Assets ($) | $259,040,000 | 284 |
| Non-managed Assets ($) | $13,084,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $783,000 | 317 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $362,000 | 339 |
| Number of Managed Accounts | $349,000 | 301 |
| Number of Non-Managed Accounts | $13,000 | 353 |
| Total fiduciary and related assets | $267,099,000 | 342 |
| Managed Assets ($) | $258,326,000 | 286 |
| Non-managed Assets ($) | $8,773,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $398,000 | 309 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $359,000 | 453 |
| Number of Managed Accounts | $347,000 | 366 |
| Number of Non-Managed Accounts | $12,000 | 860 |
| Total fiduciary and related assets | $263,100,000 | 346 |
| Managed Assets ($) | $254,784,000 | 291 |
| Non-managed Assets ($) | $8,316,000 | 657 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,493,000 | 315 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $360,000 | 327 |
| Number of Managed Accounts | $348,000 | 289 |
| Number of Non-Managed Accounts | $12,000 | 348 |
| Total fiduciary and related assets | $242,571,000 | 334 |
| Managed Assets ($) | $235,147,000 | 284 |
| Non-managed Assets ($) | $7,424,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,117,000 | 318 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $360,000 | 326 |
| Number of Managed Accounts | $348,000 | 289 |
| Number of Non-Managed Accounts | $12,000 | 347 |
| Total fiduciary and related assets | $231,198,000 | 335 |
| Managed Assets ($) | $221,816,000 | 285 |
| Non-managed Assets ($) | $9,382,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 326 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $363,000 | 329 |
| Number of Managed Accounts | $349,000 | 292 |
| Number of Non-Managed Accounts | $14,000 | 344 |
| Total fiduciary and related assets | $240,990,000 | 343 |
| Managed Assets ($) | $232,592,000 | 285 |
| Non-managed Assets ($) | $8,398,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $380,000 | 314 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $363,000 | 457 |
| Number of Managed Accounts | $349,000 | 361 |
| Number of Non-Managed Accounts | $14,000 | 841 |
| Total fiduciary and related assets | $238,917,000 | 355 |
| Managed Assets ($) | $230,100,000 | 294 |
| Non-managed Assets ($) | $8,817,000 | 646 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,392,000 | 315 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $368,000 | 322 |
| Number of Managed Accounts | $356,000 | 283 |
| Number of Non-Managed Accounts | $12,000 | 345 |
| Total fiduciary and related assets | $232,080,000 | 329 |
| Managed Assets ($) | $224,282,000 | 284 |
| Non-managed Assets ($) | $7,798,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,054,000 | 310 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $368,000 | 327 |
| Number of Managed Accounts | $355,000 | 290 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $227,889,000 | 329 |
| Managed Assets ($) | $217,797,000 | 284 |
| Non-managed Assets ($) | $10,092,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $685,000 | 321 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $361,000 | 329 |
| Number of Managed Accounts | $346,000 | 290 |
| Number of Non-Managed Accounts | $15,000 | 332 |
| Total fiduciary and related assets | $211,239,000 | 335 |
| Managed Assets ($) | $202,570,000 | 286 |
| Non-managed Assets ($) | $8,669,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $310,000 | 338 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $362,000 | 464 |
| Number of Managed Accounts | $347,000 | 368 |
| Number of Non-Managed Accounts | $15,000 | 829 |
| Total fiduciary and related assets | $224,154,000 | 357 |
| Managed Assets ($) | $214,711,000 | 297 |
| Non-managed Assets ($) | $9,443,000 | 607 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,500,000 | 317 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $359,000 | 344 |
| Number of Managed Accounts | $344,000 | 300 |
| Number of Non-Managed Accounts | $15,000 | 351 |
| Total fiduciary and related assets | $238,273,000 | 352 |
| Managed Assets ($) | $229,122,000 | 298 |
| Non-managed Assets ($) | $9,151,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,145,000 | 317 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $355,000 | 352 |
| Number of Managed Accounts | $339,000 | 305 |
| Number of Non-Managed Accounts | $16,000 | 352 |
| Total fiduciary and related assets | $251,358,000 | 352 |
| Managed Assets ($) | $240,022,000 | 298 |
| Non-managed Assets ($) | $11,336,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 329 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $355,000 | 355 |
| Number of Managed Accounts | $338,000 | 312 |
| Number of Non-Managed Accounts | $17,000 | 355 |
| Total fiduciary and related assets | $249,429,000 | 364 |
| Managed Assets ($) | $239,187,000 | 312 |
| Non-managed Assets ($) | $10,242,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $377,000 | 330 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $360,000 | 478 |
| Number of Managed Accounts | $342,000 | 365 |
| Number of Non-Managed Accounts | $18,000 | 790 |
| Total fiduciary and related assets | $261,552,000 | 362 |
| Managed Assets ($) | $247,951,000 | 306 |
| Non-managed Assets ($) | $13,601,000 | 584 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,544,000 | 322 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $364,000 | 343 |
| Number of Managed Accounts | $348,000 | 301 |
| Number of Non-Managed Accounts | $16,000 | 345 |
| Total fiduciary and related assets | $262,554,000 | 349 |
| Managed Assets ($) | $252,381,000 | 298 |
| Non-managed Assets ($) | $10,173,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,169,000 | 319 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $365,000 | 344 |
| Number of Managed Accounts | $349,000 | 299 |
| Number of Non-Managed Accounts | $16,000 | 355 |
| Total fiduciary and related assets | $263,360,000 | 355 |
| Managed Assets ($) | $251,091,000 | 306 |
| Non-managed Assets ($) | $12,269,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $748,000 | 331 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $364,000 | 344 |
| Number of Managed Accounts | $346,000 | 297 |
| Number of Non-Managed Accounts | $18,000 | 348 |
| Total fiduciary and related assets | $252,090,000 | 366 |
| Managed Assets ($) | $241,242,000 | 314 |
| Non-managed Assets ($) | $10,848,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $381,000 | 328 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $373,000 | 449 |
| Number of Managed Accounts | $352,000 | 351 |
| Number of Non-Managed Accounts | $21,000 | 781 |
| Total fiduciary and related assets | $256,602,000 | 367 |
| Managed Assets ($) | $242,434,000 | 312 |
| Non-managed Assets ($) | $14,168,000 | 587 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,493,000 | 323 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $364,000 | 339 |
| Number of Managed Accounts | $346,000 | 295 |
| Number of Non-Managed Accounts | $18,000 | 342 |
| Total fiduciary and related assets | $241,489,000 | 356 |
| Managed Assets ($) | $230,835,000 | 305 |
| Non-managed Assets ($) | $10,654,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,123,000 | 326 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $363,000 | 345 |
| Number of Managed Accounts | $345,000 | 299 |
| Number of Non-Managed Accounts | $18,000 | 350 |
| Total fiduciary and related assets | $242,189,000 | 364 |
| Managed Assets ($) | $229,569,000 | 306 |
| Non-managed Assets ($) | $12,620,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $714,000 | 335 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $357,000 | 353 |
| Number of Managed Accounts | $339,000 | 305 |
| Number of Non-Managed Accounts | $18,000 | 355 |
| Total fiduciary and related assets | $240,694,000 | 367 |
| Managed Assets ($) | $229,543,000 | 305 |
| Non-managed Assets ($) | $11,151,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $364,000 | 327 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $359,000 | 472 |
| Number of Managed Accounts | $341,000 | 374 |
| Number of Non-Managed Accounts | $18,000 | 852 |
| Total fiduciary and related assets | $236,442,000 | 375 |
| Managed Assets ($) | $224,648,000 | 312 |
| Non-managed Assets ($) | $11,794,000 | 605 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,489,000 | 323 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $368,000 | 340 |
| Number of Managed Accounts | $351,000 | 298 |
| Number of Non-Managed Accounts | $17,000 | 350 |
| Total fiduciary and related assets | $241,297,000 | 352 |
| Managed Assets ($) | $230,171,000 | 292 |
| Non-managed Assets ($) | $11,126,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,123,000 | 317 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $364,000 | 350 |
| Number of Managed Accounts | $345,000 | 303 |
| Number of Non-Managed Accounts | $19,000 | 362 |
| Total fiduciary and related assets | $244,934,000 | 357 |
| Managed Assets ($) | $231,468,000 | 295 |
| Non-managed Assets ($) | $13,466,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 326 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $365,000 | 351 |
| Number of Managed Accounts | $346,000 | 305 |
| Number of Non-Managed Accounts | $19,000 | 365 |
| Total fiduciary and related assets | $238,549,000 | 364 |
| Managed Assets ($) | $227,668,000 | 296 |
| Non-managed Assets ($) | $10,881,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $362,000 | 322 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $363,000 | 474 |
| Number of Managed Accounts | $345,000 | 366 |
| Number of Non-Managed Accounts | $18,000 | 859 |
| Total fiduciary and related assets | $238,408,000 | 377 |
| Managed Assets ($) | $226,712,000 | 304 |
| Non-managed Assets ($) | $11,696,000 | 600 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,363,000 | 318 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $356,000 | 346 |
| Number of Managed Accounts | $338,000 | 302 |
| Number of Non-Managed Accounts | $18,000 | 360 |
| Total fiduciary and related assets | $222,295,000 | 361 |
| Managed Assets ($) | $211,238,000 | 300 |
| Non-managed Assets ($) | $11,057,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 325 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $357,000 | 354 |
| Number of Managed Accounts | $339,000 | 302 |
| Number of Non-Managed Accounts | $18,000 | 371 |
| Total fiduciary and related assets | $221,150,000 | 367 |
| Managed Assets ($) | $208,098,000 | 308 |
| Non-managed Assets ($) | $13,052,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 333 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $359,000 | 354 |
| Number of Managed Accounts | $341,000 | 305 |
| Number of Non-Managed Accounts | $18,000 | 373 |
| Total fiduciary and related assets | $219,822,000 | 378 |
| Managed Assets ($) | $208,190,000 | 314 |
| Non-managed Assets ($) | $11,632,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $320,000 | 337 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $362,000 | 487 |
| Number of Managed Accounts | $342,000 | 375 |
| Number of Non-Managed Accounts | $20,000 | 845 |
| Total fiduciary and related assets | $221,147,000 | 399 |
| Managed Assets ($) | $208,782,000 | 326 |
| Non-managed Assets ($) | $12,365,000 | 618 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,321,000 | 328 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $361,000 | 362 |
| Number of Managed Accounts | $338,000 | 312 |
| Number of Non-Managed Accounts | $23,000 | 365 |
| Total fiduciary and related assets | $209,002,000 | 375 |
| Managed Assets ($) | $198,356,000 | 313 |
| Non-managed Assets ($) | $10,646,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $991,000 | 338 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $354,000 | 370 |
| Number of Managed Accounts | $333,000 | 316 |
| Number of Non-Managed Accounts | $21,000 | 376 |
| Total fiduciary and related assets | $205,457,000 | 378 |
| Managed Assets ($) | $196,578,000 | 317 |
| Non-managed Assets ($) | $8,879,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $645,000 | 345 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $359,000 | 381 |
| Number of Managed Accounts | $337,000 | 323 |
| Number of Non-Managed Accounts | $22,000 | 382 |
| Total fiduciary and related assets | $193,858,000 | 388 |
| Managed Assets ($) | $185,167,000 | 330 |
| Non-managed Assets ($) | $8,691,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $315,000 | 359 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $364,000 | 508 |
| Number of Managed Accounts | $339,000 | 394 |
| Number of Non-Managed Accounts | $25,000 | 815 |
| Total fiduciary and related assets | $204,768,000 | 408 |
| Managed Assets ($) | $194,486,000 | 336 |
| Non-managed Assets ($) | $10,282,000 | 639 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,275,000 | 361 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $442,000 | 421 |
| Number of Managed Accounts | $372,000 | 359 |
| Number of Non-Managed Accounts | $70,000 | 500 |
| Total fiduciary and related assets | $212,627,000 | 390 |
| Managed Assets ($) | $191,179,000 | 337 |
| Non-managed Assets ($) | $21,448,000 | 483 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,241,000 | 376 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,329,000 | 366 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,047,000 | 460 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,001,000 | 461 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $858,000 | 514 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 606 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $722,000 | 632 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $785,000 | 588 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $631,000 | 677 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $531,000 | 741 |