Home > Seacoast National Bank > Fiduciary and Related Services

Seacoast National Bank, Fiduciary and Related Services

2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$684,000249
Number of Managed Accounts$683,000230
Number of Non-Managed Accounts$1,000340
Total fiduciary and related assets$1,036,284,000213
Managed Assets ($)$1,036,183,000177
Non-managed Assets ($)$101,000345
Memoranda
Gross Fiduciary activities income$1,983,000186
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$657,000285
Number of Managed Accounts$656,000253
Number of Non-Managed Accounts$1,000792
Total fiduciary and related assets$1,065,859,000218
Managed Assets ($)$1,065,847,000180
Non-managed Assets ($)$12,000827
Memoranda
Gross Fiduciary activities income$7,038,000203
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$648,000255
Number of Managed Accounts$647,000237
Number of Non-Managed Accounts$1,000326
Total fiduciary and related assets$939,924,000225
Managed Assets ($)$939,895,000189
Non-managed Assets ($)$29,000328
Memoranda
Gross Fiduciary activities income$5,319,000199
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$640,000277
Number of Managed Accounts$639,000254
Number of Non-Managed Accounts$1,000390
Total fiduciary and related assets$941,293,000227
Managed Assets ($)$941,270,000190
Non-managed Assets ($)$23,000394
Memoranda
Gross Fiduciary activities income$3,401,000204
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$618,000261
Number of Managed Accounts$617,000244
Number of Non-Managed Accounts$1,000330
Total fiduciary and related assets$810,718,000234
Managed Assets ($)$810,619,000200
Non-managed Assets ($)$99,000331
Memoranda
Gross Fiduciary activities income$1,689,000201
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$601,000296
Number of Managed Accounts$599,000263
Number of Non-Managed Accounts$2,000776
Total fiduciary and related assets$677,757,000259
Managed Assets ($)$677,747,000230
Non-managed Assets ($)$10,000855
Memoranda
Gross Fiduciary activities income$5,504,000211
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$593,000262
Number of Managed Accounts$592,000241
Number of Non-Managed Accounts$1,000330
Total fiduciary and related assets$608,825,000248
Managed Assets ($)$608,796,000224
Non-managed Assets ($)$29,000334
Memoranda
Gross Fiduciary activities income$4,092,000208
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$591,000286
Number of Managed Accounts$590,000256
Number of Non-Managed Accounts$1,000386
Total fiduciary and related assets$542,630,000282
Managed Assets ($)$542,605,000241
Non-managed Assets ($)$25,000390
Memoranda
Gross Fiduciary activities income$2,646,000212
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$590,000262
Number of Managed Accounts$589,000240
Number of Non-Managed Accounts$1,000333
Total fiduciary and related assets$455,603,000267
Managed Assets ($)$455,507,000232
Non-managed Assets ($)$96,000336
Memoranda
Gross Fiduciary activities income$1,333,000213
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$567,000311
Number of Managed Accounts$565,000268
Number of Non-Managed Accounts$2,000798
Total fiduciary and related assets$504,586,000288
Managed Assets ($)$503,206,000249
Non-managed Assets ($)$1,380,000707
Memoranda
Gross Fiduciary activities income$4,442,000228
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$551,000271
Number of Managed Accounts$549,000247
Number of Non-Managed Accounts$2,000332
Total fiduciary and related assets$468,389,000275
Managed Assets ($)$467,014,000243
Non-managed Assets ($)$1,375,000330
Memoranda
Gross Fiduciary activities income$3,346,000227
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$535,000296
Number of Managed Accounts$533,000265
Number of Non-Managed Accounts$2,000370
Total fiduciary and related assets$447,155,000295
Managed Assets ($)$445,787,000260
Non-managed Assets ($)$1,368,000367
Memoranda
Gross Fiduciary activities income$2,163,000232
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$503,000301
Number of Managed Accounts$502,000273
Number of Non-Managed Accounts$1,000379
Total fiduciary and related assets$412,582,000304
Managed Assets ($)$412,488,000266
Non-managed Assets ($)$94,000383
Memoranda
Gross Fiduciary activities income$1,017,000235
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$488,000338
Number of Managed Accounts$487,000291
Number of Non-Managed Accounts$1,000871
Total fiduciary and related assets$390,913,000309
Managed Assets ($)$390,907,000265
Non-managed Assets ($)$6,000919
Memoranda
Gross Fiduciary activities income$4,183,000235
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$470,000308
Number of Managed Accounts$469,000279
Number of Non-Managed Accounts$1,000382
Total fiduciary and related assets$406,820,000313
Managed Assets ($)$406,793,000268
Non-managed Assets ($)$27,000386
Memoranda
Gross Fiduciary activities income$3,143,000233
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$453,000316
Number of Managed Accounts$452,000288
Number of Non-Managed Accounts$1,000382
Total fiduciary and related assets$385,745,000323
Managed Assets ($)$385,721,000274
Non-managed Assets ($)$24,000389
Memoranda
Gross Fiduciary activities income$2,060,000236
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$449,000321
Number of Managed Accounts$448,000290
Number of Non-Managed Accounts$1,000384
Total fiduciary and related assets$355,180,000337
Managed Assets ($)$355,089,000290
Non-managed Assets ($)$91,000391
Memoranda
Gross Fiduciary activities income$1,021,000237
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$453,000360
Number of Managed Accounts$453,000307
Number of Non-Managed Accounts$0965
Total fiduciary and related assets$353,201,000340
Managed Assets ($)$353,201,000292
Non-managed Assets ($)$0958
Memoranda
Gross Fiduciary activities income$3,705,000247
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$431,000318
Number of Managed Accounts$429,000290
Number of Non-Managed Accounts$2,000371
Total fiduciary and related assets$330,140,000343
Managed Assets ($)$330,114,000300
Non-managed Assets ($)$26,000382
Memoranda
Gross Fiduciary activities income$2,764,000246
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$427,000322
Number of Managed Accounts$423,000293
Number of Non-Managed Accounts$4,000365
Total fiduciary and related assets$317,900,000347
Managed Assets ($)$317,604,000301
Non-managed Assets ($)$296,000383
Memoranda
Gross Fiduciary activities income$1,797,000249
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$418,000324
Number of Managed Accounts$409,000295
Number of Non-Managed Accounts$9,000351
Total fiduciary and related assets$292,664,000358
Managed Assets ($)$288,795,000312
Non-managed Assets ($)$3,869,000375
Memoranda
Gross Fiduciary activities income$880,000254
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$411,000381
Number of Managed Accounts$407,000311
Number of Non-Managed Accounts$4,000837
Total fiduciary and related assets$276,737,000365
Managed Assets ($)$272,894,000315
Non-managed Assets ($)$3,843,000699
Memoranda
Gross Fiduciary activities income$3,433,000249
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$0414
Number of Managed Accounts$0402
Number of Non-Managed Accounts$0399
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$2,464,000255
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$0419
Number of Managed Accounts$0406
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0418
Managed Assets ($)$0406
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$1,644,000260
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$0418
Number of Managed Accounts$0406
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0418
Managed Assets ($)$0407
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$806,000258
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$394,000391
Number of Managed Accounts$394,000314
Number of Non-Managed Accounts$01,030
Total fiduciary and related assets$247,358,000388
Managed Assets ($)$247,358,000323
Non-managed Assets ($)$01,021
Memoranda
Gross Fiduciary activities income$3,132,000263
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$0414
Number of Managed Accounts$0401
Number of Non-Managed Accounts$0398
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$2,341,000266
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$0420
Number of Managed Accounts$0405
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0418
Managed Assets ($)$0405
Non-managed Assets ($)$0401
Memoranda
Gross Fiduciary activities income$1,560,000268
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$0418
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0417
Managed Assets ($)$0403
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$801,000264
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$373,000420
Number of Managed Accounts$371,000335
Number of Non-Managed Accounts$2,000972
Total fiduciary and related assets$229,912,000402
Managed Assets ($)$226,239,000346
Non-managed Assets ($)$3,673,000738
Memoranda
Gross Fiduciary activities income$2,985,000276
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$0417
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0402
Total fiduciary and related assets$0415
Managed Assets ($)$0402
Non-managed Assets ($)$0400
Memoranda
Gross Fiduciary activities income$2,191,000278
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$0417
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0417
Managed Assets ($)$0404
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$1,374,000281
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$0424
Number of Managed Accounts$0411
Number of Non-Managed Accounts$0408
Total fiduciary and related assets$0423
Managed Assets ($)$0411
Non-managed Assets ($)$0406
Memoranda
Gross Fiduciary activities income$671,000283
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$358,000440
Number of Managed Accounts$355,000355
Number of Non-Managed Accounts$3,000969
Total fiduciary and related assets$219,191,000407
Managed Assets ($)$215,828,000350
Non-managed Assets ($)$3,363,000761
Memoranda
Gross Fiduciary activities income$2,711,000278
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$0406
Number of Managed Accounts$0391
Number of Non-Managed Accounts$0390
Total fiduciary and related assets$0405
Managed Assets ($)$0392
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$2,018,000275
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$0410
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0408
Managed Assets ($)$0395
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$1,351,000275
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$0414
Number of Managed Accounts$0400
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0412
Managed Assets ($)$0399
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$676,000272
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$350,000443
Number of Managed Accounts$346,000357
Number of Non-Managed Accounts$4,000957
Total fiduciary and related assets$204,763,000408
Managed Assets ($)$201,830,000336
Non-managed Assets ($)$2,933,000786
Memoranda
Gross Fiduciary activities income$2,279,000289
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$0391
Number of Managed Accounts$0377
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0390
Managed Assets ($)$0378
Non-managed Assets ($)$0370
Memoranda
Gross Fiduciary activities income$1,687,000289
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$0393
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0393
Managed Assets ($)$0380
Non-managed Assets ($)$0372
Memoranda
Gross Fiduciary activities income$1,137,000287
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$0395
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0372
Total fiduciary and related assets$0394
Managed Assets ($)$0379
Non-managed Assets ($)$0371
Memoranda
Gross Fiduciary activities income$573,000287
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$331,000453
Number of Managed Accounts$324,000370
Number of Non-Managed Accounts$7,000910
Total fiduciary and related assets$186,043,000410
Managed Assets ($)$183,317,000340
Non-managed Assets ($)$2,726,000799
Memoranda
Gross Fiduciary activities income$2,111,000257
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$0417
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0395
Total fiduciary and related assets$0415
Managed Assets ($)$0397
Non-managed Assets ($)$0393
Memoranda
Gross Fiduciary activities income$1,581,000257
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$0423
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0400
Total fiduciary and related assets$0421
Managed Assets ($)$0403
Non-managed Assets ($)$0398
Memoranda
Gross Fiduciary activities income$1,039,000259
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$0428
Number of Managed Accounts$0410
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0427
Managed Assets ($)$0410
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$523,000262
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$335,000475
Number of Managed Accounts$328,000380
Number of Non-Managed Accounts$7,000952
Total fiduciary and related assets$185,405,000423
Managed Assets ($)$182,325,000352
Non-managed Assets ($)$3,080,000823
Memoranda
Gross Fiduciary activities income$1,977,000263
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$0412
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$1,467,000262
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$0414
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$967,000265
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$0421
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0401
Total fiduciary and related assets$0419
Managed Assets ($)$0397
Non-managed Assets ($)$0399
Memoranda
Gross Fiduciary activities income$476,000270
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$338,000479
Number of Managed Accounts$331,000373
Number of Non-Managed Accounts$7,000965
Total fiduciary and related assets$178,593,000424
Managed Assets ($)$175,789,000346
Non-managed Assets ($)$2,804,000847
Memoranda
Gross Fiduciary activities income$2,099,000239
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$0409
Number of Managed Accounts$0386
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$1,556,000237
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$0415
Number of Managed Accounts$0392
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$1,038,000239
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$0418
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$558,000233
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$385,000450
Number of Managed Accounts$373,000350
Number of Non-Managed Accounts$12,000878
Total fiduciary and related assets$178,634,000405
Managed Assets ($)$175,028,000337
Non-managed Assets ($)$3,606,000773
Memoranda
Gross Fiduciary activities income$2,343,000239
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$0441
Number of Managed Accounts$0419
Number of Non-Managed Accounts$0421
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Non-managed Assets ($)$0420
Memoranda
Gross Fiduciary activities income$1,770,000246
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$0450
Number of Managed Accounts$0425
Number of Non-Managed Accounts$0427
Total fiduciary and related assets$0449
Managed Assets ($)$0425
Non-managed Assets ($)$0426
Memoranda
Gross Fiduciary activities income$1,172,000253
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$0460
Number of Managed Accounts$0434
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0459
Managed Assets ($)$0434
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$582,000252
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$394,000454
Number of Managed Accounts$372,000350
Number of Non-Managed Accounts$22,000744
Total fiduciary and related assets$228,866,000403
Managed Assets ($)$222,016,000337
Non-managed Assets ($)$6,850,000713
Memoranda
Gross Fiduciary activities income$2,575,000240
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$416,000328
Number of Managed Accounts$393,000282
Number of Non-Managed Accounts$23,000324
Total fiduciary and related assets$253,231,000352
Managed Assets ($)$245,964,000302
Non-managed Assets ($)$7,267,000359
Memoranda
Gross Fiduciary activities income$1,948,000235
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$425,000331
Number of Managed Accounts$402,000282
Number of Non-Managed Accounts$23,000337
Total fiduciary and related assets$250,361,000364
Managed Assets ($)$243,117,000310
Non-managed Assets ($)$7,244,000369
Memoranda
Gross Fiduciary activities income$1,289,000243
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$419,000333
Number of Managed Accounts$394,000288
Number of Non-Managed Accounts$25,000333
Total fiduciary and related assets$262,431,000359
Managed Assets ($)$254,781,000302
Non-managed Assets ($)$7,650,000369
Memoranda
Gross Fiduciary activities income$627,000247
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$421,000414
Number of Managed Accounts$396,000328
Number of Non-Managed Accounts$25,000739
Total fiduciary and related assets$272,898,000349
Managed Assets ($)$263,562,000291
Non-managed Assets ($)$9,336,000666
Memoranda
Gross Fiduciary activities income$2,858,000214
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0432
Number of Managed Accounts$0409
Number of Non-Managed Accounts$0409
Total fiduciary and related assets$0431
Managed Assets ($)$0409
Non-managed Assets ($)$0408
Memoranda
Gross Fiduciary activities income$2,204,000211
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0435
Number of Managed Accounts$0413
Number of Non-Managed Accounts$0412
Total fiduciary and related assets$0434
Managed Assets ($)$0413
Non-managed Assets ($)$0411
Memoranda
Gross Fiduciary activities income$1,513,000214
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0458
Number of Managed Accounts$0437
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0457
Managed Assets ($)$0437
Non-managed Assets ($)$0422
Memoranda
Gross Fiduciary activities income$712,000222
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$449,000414
Number of Managed Accounts$423,000328
Number of Non-Managed Accounts$26,000757
Total fiduciary and related assets$247,078,000369
Managed Assets ($)$238,781,000303
Non-managed Assets ($)$8,297,000687
Memoranda
Gross Fiduciary activities income$2,573,000229
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$434,000322
Number of Managed Accounts$410,000283
Number of Non-Managed Accounts$24,000333
Total fiduciary and related assets$236,149,000353
Managed Assets ($)$228,393,000295
Non-managed Assets ($)$7,756,000363
Memoranda
Gross Fiduciary activities income$1,968,000221
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$443,000331
Number of Managed Accounts$419,000286
Number of Non-Managed Accounts$24,000349
Total fiduciary and related assets$233,669,000362
Managed Assets ($)$226,039,000297
Non-managed Assets ($)$7,630,000379
Memoranda
Gross Fiduciary activities income$1,267,000222
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$446,000334
Number of Managed Accounts$426,000289
Number of Non-Managed Accounts$20,000360
Total fiduciary and related assets$245,262,000358
Managed Assets ($)$238,238,000290
Non-managed Assets ($)$7,024,000381
Memoranda
Gross Fiduciary activities income$583,000242
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$444,000415
Number of Managed Accounts$398,000336
Number of Non-Managed Accounts$46,000611
Total fiduciary and related assets$251,353,000364
Managed Assets ($)$223,672,000307
Non-managed Assets ($)$27,681,000441
Memoranda
Gross Fiduciary activities income$2,250,000240
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$1,611,000254
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$1,055,000258
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities income$538,000256
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$393,000468
Number of Managed Accounts$368,000355
Number of Non-Managed Accounts$25,000805
Total fiduciary and related assets$211,417,000406
Managed Assets ($)$193,817,000341
Non-managed Assets ($)$17,600,000548
Memoranda
Gross Fiduciary activities income$2,043,000257
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities income$1,545,000263
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities income$1,051,000269
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities income$524,000276
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$403,000479
Number of Managed Accounts$362,000383
Number of Non-Managed Accounts$41,000680
Total fiduciary and related assets$204,098,000410
Managed Assets ($)$175,488,000363
Non-managed Assets ($)$28,610,000449
Memoranda
Gross Fiduciary activities income$2,177,000274
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$504,000382
Number of Managed Accounts$392,000344
Number of Non-Managed Accounts$112,000383
Total fiduciary and related assets$279,091,000337
Managed Assets ($)$253,753,000273
Non-managed Assets ($)$25,338,000456
Memoranda
Gross Fiduciary activities income$2,497,000255
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$2,704,000243
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$2,489,000294
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$2,144,000307
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$2,206,000308
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$2,069,000355
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$1,907,000383
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$1,722,000398
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,785,000402
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$1,769,000414