Home > Pioneer Trust Bank > Fiduciary and Related Services

Pioneer Trust Bank, 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$802,000250
Number of Managed Accounts$777,000228
Number of Non-Managed Accounts$25,000498
Total fiduciary and related assets$1,000,224,000223
Managed Assets ($)$972,754,000190
Non-managed Assets ($)$27,470,000408
Memoranda
Gross Fiduciary activities income$7,533,000190
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$784,000237
Number of Managed Accounts$761,000218
Number of Non-Managed Accounts$23,000278
Total fiduciary and related assets$957,520,000224
Managed Assets ($)$931,919,000191
Non-managed Assets ($)$25,601,000277
Memoranda
Gross Fiduciary activities income$5,627,000192
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$790,000250
Number of Managed Accounts$767,000229
Number of Non-Managed Accounts$23,000317
Total fiduciary and related assets$968,359,000222
Managed Assets ($)$942,949,000189
Non-managed Assets ($)$25,410,000323
Memoranda
Gross Fiduciary activities income$3,762,000189
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$797,000236
Number of Managed Accounts$774,000219
Number of Non-Managed Accounts$23,000277
Total fiduciary and related assets$951,477,000220
Managed Assets ($)$927,465,000186
Non-managed Assets ($)$24,012,000276
Memoranda
Gross Fiduciary activities income$1,787,000194
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$794,000255
Number of Managed Accounts$771,000228
Number of Non-Managed Accounts$23,000527
Total fiduciary and related assets$929,538,000223
Managed Assets ($)$906,420,000188
Non-managed Assets ($)$23,118,000421
Memoranda
Gross Fiduciary activities income$6,564,000189
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$788,000235
Number of Managed Accounts$765,000214
Number of Non-Managed Accounts$23,000280
Total fiduciary and related assets$868,962,000220
Managed Assets ($)$847,373,000185
Non-managed Assets ($)$21,589,000280
Memoranda
Gross Fiduciary activities income$4,716,000193
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$779,000250
Number of Managed Accounts$756,000221
Number of Non-Managed Accounts$23,000319
Total fiduciary and related assets$854,672,000225
Managed Assets ($)$834,221,000184
Non-managed Assets ($)$20,451,000326
Memoranda
Gross Fiduciary activities income$3,109,000190
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$772,000234
Number of Managed Accounts$749,000214
Number of Non-Managed Accounts$23,000280
Total fiduciary and related assets$760,285,000222
Managed Assets ($)$740,460,000185
Non-managed Assets ($)$19,825,000282
Memoranda
Gross Fiduciary activities income$1,504,000200
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$783,000260
Number of Managed Accounts$759,000225
Number of Non-Managed Accounts$24,000531
Total fiduciary and related assets$802,494,000226
Managed Assets ($)$781,389,000195
Non-managed Assets ($)$21,105,000431
Memoranda
Gross Fiduciary activities income$6,002,000199
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$761,000240
Number of Managed Accounts$735,000220
Number of Non-Managed Accounts$26,000279
Total fiduciary and related assets$775,399,000224
Managed Assets ($)$754,849,000193
Non-managed Assets ($)$20,550,000284
Memoranda
Gross Fiduciary activities income$4,582,000193
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$756,000248
Number of Managed Accounts$731,000223
Number of Non-Managed Accounts$25,000304
Total fiduciary and related assets$847,551,000215
Managed Assets ($)$827,840,000177
Non-managed Assets ($)$19,711,000314
Memoranda
Gross Fiduciary activities income$3,059,000194
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$761,000246
Number of Managed Accounts$736,000221
Number of Non-Managed Accounts$25,000307
Total fiduciary and related assets$834,135,000216
Managed Assets ($)$814,822,000176
Non-managed Assets ($)$19,313,000319
Memoranda
Gross Fiduciary activities income$1,480,000199
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$763,000259
Number of Managed Accounts$737,000222
Number of Non-Managed Accounts$26,000538
Total fiduciary and related assets$792,138,000219
Managed Assets ($)$773,559,000177
Non-managed Assets ($)$18,579,000456
Memoranda
Gross Fiduciary activities income$6,138,000193
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$762,000249
Number of Managed Accounts$736,000219
Number of Non-Managed Accounts$26,000310
Total fiduciary and related assets$813,163,000223
Managed Assets ($)$794,337,000180
Non-managed Assets ($)$18,826,000324
Memoranda
Gross Fiduciary activities income$4,646,000193
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$770,000250
Number of Managed Accounts$739,000219
Number of Non-Managed Accounts$31,000304
Total fiduciary and related assets$783,670,000220
Managed Assets ($)$765,015,000186
Non-managed Assets ($)$18,655,000327
Memoranda
Gross Fiduciary activities income$3,047,000193
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$771,000254
Number of Managed Accounts$738,000219
Number of Non-Managed Accounts$33,000301
Total fiduciary and related assets$750,064,000224
Managed Assets ($)$726,005,000186
Non-managed Assets ($)$24,059,000318
Memoranda
Gross Fiduciary activities income$1,567,000191
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$778,000268
Number of Managed Accounts$743,000222
Number of Non-Managed Accounts$35,000484
Total fiduciary and related assets$771,036,000221
Managed Assets ($)$746,653,000184
Non-managed Assets ($)$24,383,000422
Memoranda
Gross Fiduciary activities income$6,558,000178
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$773,000255
Number of Managed Accounts$738,000219
Number of Non-Managed Accounts$35,000286
Total fiduciary and related assets$738,272,000224
Managed Assets ($)$713,090,000189
Non-managed Assets ($)$25,182,000314
Memoranda
Gross Fiduciary activities income$4,440,000190
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$774,000256
Number of Managed Accounts$749,000215
Number of Non-Managed Accounts$25,000312
Total fiduciary and related assets$701,579,000228
Managed Assets ($)$679,330,000188
Non-managed Assets ($)$22,249,000315
Memoranda
Gross Fiduciary activities income$2,983,000189
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$780,000254
Number of Managed Accounts$756,000215
Number of Non-Managed Accounts$24,000311
Total fiduciary and related assets$689,711,000230
Managed Assets ($)$668,798,000187
Non-managed Assets ($)$20,913,000317
Memoranda
Gross Fiduciary activities income$1,453,000191
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$782,000260
Number of Managed Accounts$758,000214
Number of Non-Managed Accounts$24,000580
Total fiduciary and related assets$675,213,000229
Managed Assets ($)$654,762,000191
Non-managed Assets ($)$20,451,000452
Memoranda
Gross Fiduciary activities income$5,773,000182
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$785,000246
Number of Managed Accounts$762,000209
Number of Non-Managed Accounts$23,000326
Total fiduciary and related assets$677,338,000228
Managed Assets ($)$656,817,000186
Non-managed Assets ($)$20,521,000324
Memoranda
Gross Fiduciary activities income$4,297,000182
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$784,000249
Number of Managed Accounts$761,000212
Number of Non-Managed Accounts$23,000327
Total fiduciary and related assets$680,442,000228
Managed Assets ($)$660,138,000186
Non-managed Assets ($)$20,304,000327
Memoranda
Gross Fiduciary activities income$2,885,000183
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$781,000250
Number of Managed Accounts$758,000211
Number of Non-Managed Accounts$23,000326
Total fiduciary and related assets$616,326,000242
Managed Assets ($)$596,723,000204
Non-managed Assets ($)$19,603,000326
Memoranda
Gross Fiduciary activities income$1,407,000185
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$790,000257
Number of Managed Accounts$766,000214
Number of Non-Managed Accounts$24,000601
Total fiduciary and related assets$570,983,000252
Managed Assets ($)$551,743,000213
Non-managed Assets ($)$19,240,000465
Memoranda
Gross Fiduciary activities income$5,265,000190
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$790,000250
Number of Managed Accounts$764,000208
Number of Non-Managed Accounts$26,000314
Total fiduciary and related assets$575,753,000250
Managed Assets ($)$547,827,000209
Non-managed Assets ($)$27,926,000313
Memoranda
Gross Fiduciary activities income$3,962,000190
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$800,000252
Number of Managed Accounts$773,000211
Number of Non-Managed Accounts$27,000316
Total fiduciary and related assets$595,752,000253
Managed Assets ($)$566,932,000209
Non-managed Assets ($)$28,820,000317
Memoranda
Gross Fiduciary activities income$2,617,000193
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$815,000244
Number of Managed Accounts$788,000206
Number of Non-Managed Accounts$27,000316
Total fiduciary and related assets$594,491,000257
Managed Assets ($)$565,711,000211
Non-managed Assets ($)$28,780,000316
Memoranda
Gross Fiduciary activities income$1,250,000206
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$805,000258
Number of Managed Accounts$781,000207
Number of Non-Managed Accounts$24,000631
Total fiduciary and related assets$576,851,000260
Managed Assets ($)$549,078,000215
Non-managed Assets ($)$27,773,000422
Memoranda
Gross Fiduciary activities income$5,066,000197
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$793,000249
Number of Managed Accounts$770,000207
Number of Non-Managed Accounts$23,000324
Total fiduciary and related assets$568,627,000254
Managed Assets ($)$539,881,000215
Non-managed Assets ($)$28,746,000313
Memoranda
Gross Fiduciary activities income$3,666,000199
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$794,000244
Number of Managed Accounts$771,000206
Number of Non-Managed Accounts$23,000321
Total fiduciary and related assets$566,533,000256
Managed Assets ($)$538,089,000213
Non-managed Assets ($)$28,444,000313
Memoranda
Gross Fiduciary activities income$2,405,000201
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$797,000247
Number of Managed Accounts$773,000201
Number of Non-Managed Accounts$24,000323
Total fiduciary and related assets$539,255,000257
Managed Assets ($)$511,381,000220
Non-managed Assets ($)$27,874,000317
Memoranda
Gross Fiduciary activities income$1,204,000202
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$811,000257
Number of Managed Accounts$785,000202
Number of Non-Managed Accounts$26,000615
Total fiduciary and related assets$542,485,000255
Managed Assets ($)$514,803,000214
Non-managed Assets ($)$27,682,000423
Memoranda
Gross Fiduciary activities income$4,925,000188
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$815,000238
Number of Managed Accounts$789,000194
Number of Non-Managed Accounts$26,000304
Total fiduciary and related assets$530,198,000253
Managed Assets ($)$499,534,000210
Non-managed Assets ($)$30,664,000302
Memoranda
Gross Fiduciary activities income$3,689,000184
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$820,000235
Number of Managed Accounts$791,000188
Number of Non-Managed Accounts$29,000299
Total fiduciary and related assets$522,262,000252
Managed Assets ($)$491,529,000203
Non-managed Assets ($)$30,733,000305
Memoranda
Gross Fiduciary activities income$2,447,000183
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$820,000237
Number of Managed Accounts$793,000187
Number of Non-Managed Accounts$27,000304
Total fiduciary and related assets$521,139,000252
Managed Assets ($)$493,875,000207
Non-managed Assets ($)$27,264,000311
Memoranda
Gross Fiduciary activities income$1,199,000185
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$830,000253
Number of Managed Accounts$800,000191
Number of Non-Managed Accounts$30,000601
Total fiduciary and related assets$510,939,000252
Managed Assets ($)$479,269,000201
Non-managed Assets ($)$31,670,000405
Memoranda
Gross Fiduciary activities income$5,098,000168
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$836,000234
Number of Managed Accounts$806,000184
Number of Non-Managed Accounts$30,000289
Total fiduciary and related assets$516,749,000247
Managed Assets ($)$484,146,000199
Non-managed Assets ($)$32,603,000296
Memoranda
Gross Fiduciary activities income$3,910,000164
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$843,000227
Number of Managed Accounts$812,000182
Number of Non-Managed Accounts$31,000291
Total fiduciary and related assets$497,997,000246
Managed Assets ($)$478,846,000191
Non-managed Assets ($)$19,151,000309
Memoranda
Gross Fiduciary activities income$2,551,000167
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$853,000227
Number of Managed Accounts$820,000179
Number of Non-Managed Accounts$33,000281
Total fiduciary and related assets$504,387,000245
Managed Assets ($)$485,098,000195
Non-managed Assets ($)$19,289,000307
Memoranda
Gross Fiduciary activities income$1,239,000171
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$851,000240
Number of Managed Accounts$821,000178
Number of Non-Managed Accounts$30,000611
Total fiduciary and related assets$488,443,000238
Managed Assets ($)$470,026,000193
Non-managed Assets ($)$18,417,000490
Memoranda
Gross Fiduciary activities income$4,804,000145
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$841,000228
Number of Managed Accounts$812,000173
Number of Non-Managed Accounts$29,000303
Total fiduciary and related assets$471,823,000235
Managed Assets ($)$453,692,000184
Non-managed Assets ($)$18,131,000317
Memoranda
Gross Fiduciary activities income$3,595,000146
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$840,000226
Number of Managed Accounts$812,000174
Number of Non-Managed Accounts$28,000308
Total fiduciary and related assets$477,539,000243
Managed Assets ($)$459,572,000194
Non-managed Assets ($)$17,967,000319
Memoranda
Gross Fiduciary activities income$2,383,000148
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$833,000233
Number of Managed Accounts$805,000175
Number of Non-Managed Accounts$28,000307
Total fiduciary and related assets$469,393,000247
Managed Assets ($)$451,591,000198
Non-managed Assets ($)$17,802,000318
Memoranda
Gross Fiduciary activities income$1,185,000150
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$829,000255
Number of Managed Accounts$801,000184
Number of Non-Managed Accounts$28,000661
Total fiduciary and related assets$464,894,000248
Managed Assets ($)$447,396,000190
Non-managed Assets ($)$17,498,000512
Memoranda
Gross Fiduciary activities income$4,944,000146
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$828,000233
Number of Managed Accounts$800,000175
Number of Non-Managed Accounts$28,000301
Total fiduciary and related assets$454,500,000248
Managed Assets ($)$437,454,000187
Non-managed Assets ($)$17,046,000318
Memoranda
Gross Fiduciary activities income$3,664,000144
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$834,000233
Number of Managed Accounts$807,000174
Number of Non-Managed Accounts$27,000308
Total fiduciary and related assets$447,097,000244
Managed Assets ($)$431,431,000188
Non-managed Assets ($)$15,666,000325
Memoranda
Gross Fiduciary activities income$2,451,000145
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$830,000236
Number of Managed Accounts$802,000179
Number of Non-Managed Accounts$28,000309
Total fiduciary and related assets$466,615,000247
Managed Assets ($)$450,159,000190
Non-managed Assets ($)$16,456,000325
Memoranda
Gross Fiduciary activities income$1,216,000145
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$855,000254
Number of Managed Accounts$826,000180
Number of Non-Managed Accounts$29,000685
Total fiduciary and related assets$460,921,000245
Managed Assets ($)$444,666,000191
Non-managed Assets ($)$16,255,000531
Memoranda
Gross Fiduciary activities income$4,685,000151
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$857,000233
Number of Managed Accounts$827,000177
Number of Non-Managed Accounts$30,000292
Total fiduciary and related assets$459,314,000244
Managed Assets ($)$443,078,000193
Non-managed Assets ($)$16,236,000306
Memoranda
Gross Fiduciary activities income$3,320,000152
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$862,000237
Number of Managed Accounts$833,000176
Number of Non-Managed Accounts$29,000303
Total fiduciary and related assets$440,082,000243
Managed Assets ($)$424,989,000192
Non-managed Assets ($)$15,093,000312
Memoranda
Gross Fiduciary activities income$2,069,000159
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$857,000235
Number of Managed Accounts$827,000178
Number of Non-Managed Accounts$30,000296
Total fiduciary and related assets$423,216,000243
Managed Assets ($)$409,159,000188
Non-managed Assets ($)$14,057,000313
Memoranda
Gross Fiduciary activities income$1,061,000153
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$873,000258
Number of Managed Accounts$842,000184
Number of Non-Managed Accounts$31,000660
Total fiduciary and related assets$440,198,000247
Managed Assets ($)$425,543,000187
Non-managed Assets ($)$14,655,000537
Memoranda
Gross Fiduciary activities income$4,988,000152
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$889,000230
Number of Managed Accounts$858,000174
Number of Non-Managed Accounts$31,000315
Total fiduciary and related assets$464,699,000250
Managed Assets ($)$448,863,000198
Non-managed Assets ($)$15,836,000333
Memoranda
Gross Fiduciary activities income$3,785,000154
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$898,000236
Number of Managed Accounts$867,000175
Number of Non-Managed Accounts$31,000317
Total fiduciary and related assets$474,750,000259
Managed Assets ($)$461,681,000205
Non-managed Assets ($)$13,069,000347
Memoranda
Gross Fiduciary activities income$2,523,000157
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$898,000238
Number of Managed Accounts$867,000176
Number of Non-Managed Accounts$31,000320
Total fiduciary and related assets$476,306,000264
Managed Assets ($)$463,182,000212
Non-managed Assets ($)$13,124,000351
Memoranda
Gross Fiduciary activities income$1,276,000155
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$899,000253
Number of Managed Accounts$867,000183
Number of Non-Managed Accounts$32,000667
Total fiduciary and related assets$495,240,000264
Managed Assets ($)$481,845,000207
Non-managed Assets ($)$13,395,000590
Memoranda
Gross Fiduciary activities income$4,822,000162
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$892,000233
Number of Managed Accounts$859,000178
Number of Non-Managed Accounts$33,000305
Total fiduciary and related assets$499,848,000257
Managed Assets ($)$485,618,000205
Non-managed Assets ($)$14,230,000332
Memoranda
Gross Fiduciary activities income$3,565,000161
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$901,000229
Number of Managed Accounts$864,000176
Number of Non-Managed Accounts$37,000303
Total fiduciary and related assets$485,317,000272
Managed Assets ($)$469,743,000211
Non-managed Assets ($)$15,574,000337
Memoranda
Gross Fiduciary activities income$2,320,000171
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$921,000221
Number of Managed Accounts$882,000171
Number of Non-Managed Accounts$39,000300
Total fiduciary and related assets$481,822,000268
Managed Assets ($)$460,100,000209
Non-managed Assets ($)$21,722,000325
Memoranda
Gross Fiduciary activities income$1,127,000170
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$926,000233
Number of Managed Accounts$886,000175
Number of Non-Managed Accounts$40,000613
Total fiduciary and related assets$483,559,000264
Managed Assets ($)$461,907,000208
Non-managed Assets ($)$21,652,000502
Memoranda
Gross Fiduciary activities income$4,679,000160
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$939,000213
Number of Managed Accounts$898,000172
Number of Non-Managed Accounts$41,000293
Total fiduciary and related assets$470,752,000267
Managed Assets ($)$449,156,000215
Non-managed Assets ($)$21,596,000317
Memoranda
Gross Fiduciary activities income$3,443,000168
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$959,000216
Number of Managed Accounts$913,000174
Number of Non-Managed Accounts$46,000294
Total fiduciary and related assets$457,296,000272
Managed Assets ($)$436,081,000222
Non-managed Assets ($)$21,215,000328
Memoranda
Gross Fiduciary activities income$2,253,000176
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$972,000214
Number of Managed Accounts$924,000174
Number of Non-Managed Accounts$48,000296
Total fiduciary and related assets$499,570,000261
Managed Assets ($)$478,428,000206
Non-managed Assets ($)$21,142,000330
Memoranda
Gross Fiduciary activities income$1,114,000174
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$974,000232
Number of Managed Accounts$926,000175
Number of Non-Managed Accounts$48,000583
Total fiduciary and related assets$480,853,000261
Managed Assets ($)$459,921,000209
Non-managed Assets ($)$20,932,000501
Memoranda
Gross Fiduciary activities income$4,689,000167
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$986,000200
Number of Managed Accounts$941,000162
Number of Non-Managed Accounts$45,000296
Total fiduciary and related assets$479,693,000256
Managed Assets ($)$425,158,000214
Non-managed Assets ($)$54,535,000278
Memoranda
Gross Fiduciary activities income$3,435,000166
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$996,000199
Number of Managed Accounts$951,000161
Number of Non-Managed Accounts$45,000303
Total fiduciary and related assets$442,550,000264
Managed Assets ($)$422,048,000216
Non-managed Assets ($)$20,502,000333
Memoranda
Gross Fiduciary activities income$2,032,000175
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$997,000200
Number of Managed Accounts$952,000161
Number of Non-Managed Accounts$45,000305
Total fiduciary and related assets$437,796,000269
Managed Assets ($)$417,348,000217
Non-managed Assets ($)$20,448,000335
Memoranda
Gross Fiduciary activities income$1,010,000178
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$1,007,000214
Number of Managed Accounts$961,000161
Number of Non-Managed Accounts$46,000611
Total fiduciary and related assets$433,237,000269
Managed Assets ($)$412,596,000215
Non-managed Assets ($)$20,641,000501
Memoranda
Gross Fiduciary activities income$4,273,000168
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$1,008,000199
Number of Managed Accounts$961,000158
Number of Non-Managed Accounts$47,000309
Total fiduciary and related assets$415,847,000265
Managed Assets ($)$396,049,000214
Non-managed Assets ($)$19,798,000330
Memoranda
Gross Fiduciary activities income$3,111,000169
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$1,018,000201
Number of Managed Accounts$973,000158
Number of Non-Managed Accounts$45,000319
Total fiduciary and related assets$416,353,000268
Managed Assets ($)$396,747,000214
Non-managed Assets ($)$19,606,000340
Memoranda
Gross Fiduciary activities income$2,010,000178
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$1,015,000201
Number of Managed Accounts$968,000158
Number of Non-Managed Accounts$47,000317
Total fiduciary and related assets$418,995,000272
Managed Assets ($)$399,940,000215
Non-managed Assets ($)$19,055,000342
Memoranda
Gross Fiduciary activities income$1,017,000175
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$1,017,000230
Number of Managed Accounts$977,000168
Number of Non-Managed Accounts$40,000671
Total fiduciary and related assets$413,322,000285
Managed Assets ($)$394,401,000221
Non-managed Assets ($)$18,921,000529
Memoranda
Gross Fiduciary activities income$4,115,000173
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$1,029,000216
Number of Managed Accounts$990,000164
Number of Non-Managed Accounts$39,000340
Total fiduciary and related assets$409,739,000287
Managed Assets ($)$391,534,000224
Non-managed Assets ($)$18,205,000353
Memoranda
Gross Fiduciary activities income$2,975,000185
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$1,037,000211
Number of Managed Accounts$999,000165
Number of Non-Managed Accounts$38,000343
Total fiduciary and related assets$408,907,000287
Managed Assets ($)$391,139,000226
Non-managed Assets ($)$17,768,000358
Memoranda
Gross Fiduciary activities income$1,920,000191
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$1,043,000220
Number of Managed Accounts$1,005,000172
Number of Non-Managed Accounts$38,000351
Total fiduciary and related assets$388,754,000293
Managed Assets ($)$372,179,000232
Non-managed Assets ($)$16,575,000362
Memoranda
Gross Fiduciary activities income$951,000195
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$1,051,000237
Number of Managed Accounts$1,012,000178
Number of Non-Managed Accounts$39,000691
Total fiduciary and related assets$389,580,000295
Managed Assets ($)$372,508,000231
Non-managed Assets ($)$17,072,000537
Memoranda
Gross Fiduciary activities income$4,153,000186
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$1,023,000224
Number of Managed Accounts$947,000174
Number of Non-Managed Accounts$76,000478
Total fiduciary and related assets$430,220,000270
Managed Assets ($)$377,430,000226
Non-managed Assets ($)$52,790,000333
Memoranda
Gross Fiduciary activities income$4,285,000183
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$3,978,000190
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$4,219,000214
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$3,951,000223
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$3,584,000233
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$3,442,000267
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$2,782,000308
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$2,846,000309
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$2,545,000331
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$2,348,000349