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The Canandaigua National Bank and Trust Company, Fiduciary and Related Services

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$4,187,00069
Number of Managed Accounts$4,007,00057
Number of Non-Managed Accounts$180,000140
Total fiduciary and related assets$3,025,975,000120
Managed Assets ($)$2,579,954,00099
Non-managed Assets ($)$446,021,000134
Memoranda
Gross Fiduciary activities income$5,495,00091
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$4,104,00071
Number of Managed Accounts$3,920,00058
Number of Non-Managed Accounts$184,000167
Total fiduciary and related assets$2,918,064,000121
Managed Assets ($)$2,491,006,000100
Non-managed Assets ($)$427,058,000133
Memoranda
Gross Fiduciary activities income$20,735,00089
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$4,137,00070
Number of Managed Accounts$3,952,00058
Number of Non-Managed Accounts$185,000133
Total fiduciary and related assets$2,705,448,000118
Managed Assets ($)$2,329,523,000101
Non-managed Assets ($)$375,925,000135
Memoranda
Gross Fiduciary activities income$15,341,00088
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$4,157,00069
Number of Managed Accounts$3,967,00057
Number of Non-Managed Accounts$190,000141
Total fiduciary and related assets$2,597,348,000122
Managed Assets ($)$2,236,157,000102
Non-managed Assets ($)$361,191,000140
Memoranda
Gross Fiduciary activities income$10,217,00089
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$4,172,00066
Number of Managed Accounts$3,984,00055
Number of Non-Managed Accounts$188,000137
Total fiduciary and related assets$2,339,619,000121
Managed Assets ($)$2,024,733,000102
Non-managed Assets ($)$314,886,000141
Memoranda
Gross Fiduciary activities income$5,358,00087
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$4,210,00065
Number of Managed Accounts$4,008,00052
Number of Non-Managed Accounts$202,000166
Total fiduciary and related assets$2,738,424,000116
Managed Assets ($)$2,373,484,000101
Non-managed Assets ($)$364,940,000142
Memoranda
Gross Fiduciary activities income$20,456,00090
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$4,194,00066
Number of Managed Accounts$3,999,00054
Number of Non-Managed Accounts$195,000136
Total fiduciary and related assets$2,628,579,000118
Managed Assets ($)$2,274,730,000103
Non-managed Assets ($)$353,849,000141
Memoranda
Gross Fiduciary activities income$15,097,00091
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$4,227,00066
Number of Managed Accounts$4,040,00053
Number of Non-Managed Accounts$187,000142
Total fiduciary and related assets$2,618,836,000118
Managed Assets ($)$2,241,564,000103
Non-managed Assets ($)$377,272,000139
Memoranda
Gross Fiduciary activities income$9,899,00093
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$4,196,00065
Number of Managed Accounts$4,010,00053
Number of Non-Managed Accounts$186,000150
Total fiduciary and related assets$2,554,908,000119
Managed Assets ($)$2,182,817,000103
Non-managed Assets ($)$372,091,000139
Memoranda
Gross Fiduciary activities income$4,750,00093
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$4,199,00068
Number of Managed Accounts$4,011,00053
Number of Non-Managed Accounts$188,000176
Total fiduciary and related assets$2,361,982,000117
Managed Assets ($)$2,022,682,000103
Non-managed Assets ($)$339,300,000143
Memoranda
Gross Fiduciary activities income$18,484,00097
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$4,159,00067
Number of Managed Accounts$3,967,00053
Number of Non-Managed Accounts$192,000145
Total fiduciary and related assets$2,553,468,000117
Managed Assets ($)$2,174,821,00099
Non-managed Assets ($)$378,647,000142
Memoranda
Gross Fiduciary activities income$13,705,00096
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$4,143,00067
Number of Managed Accounts$3,944,00053
Number of Non-Managed Accounts$199,000145
Total fiduciary and related assets$2,469,310,000116
Managed Assets ($)$2,100,473,000101
Non-managed Assets ($)$368,837,000145
Memoranda
Gross Fiduciary activities income$8,789,00098
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$4,104,00067
Number of Managed Accounts$3,927,00054
Number of Non-Managed Accounts$177,000155
Total fiduciary and related assets$2,431,601,000118
Managed Assets ($)$2,126,211,000101
Non-managed Assets ($)$305,390,000156
Memoranda
Gross Fiduciary activities income$3,911,000107
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$3,163,00083
Number of Managed Accounts$2,984,00068
Number of Non-Managed Accounts$179,000193
Total fiduciary and related assets$1,778,382,000144
Managed Assets ($)$1,527,497,000125
Non-managed Assets ($)$250,885,000169
Memoranda
Gross Fiduciary activities income$13,294,000113
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$3,185,00081
Number of Managed Accounts$3,002,00068
Number of Non-Managed Accounts$183,000153
Total fiduciary and related assets$1,729,390,000145
Managed Assets ($)$1,484,847,000122
Non-managed Assets ($)$244,543,000175
Memoranda
Gross Fiduciary activities income$9,898,000113
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$3,218,00077
Number of Managed Accounts$3,028,00065
Number of Non-Managed Accounts$190,000151
Total fiduciary and related assets$1,689,518,000143
Managed Assets ($)$1,428,733,000119
Non-managed Assets ($)$260,785,000164
Memoranda
Gross Fiduciary activities income$6,475,000113
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$3,207,00076
Number of Managed Accounts$3,010,00065
Number of Non-Managed Accounts$197,000141
Total fiduciary and related assets$1,638,461,000140
Managed Assets ($)$1,387,659,000117
Non-managed Assets ($)$250,802,000162
Memoranda
Gross Fiduciary activities income$3,301,000111
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$3,211,00078
Number of Managed Accounts$3,004,00065
Number of Non-Managed Accounts$207,000170
Total fiduciary and related assets$1,593,443,000138
Managed Assets ($)$1,340,486,000119
Non-managed Assets ($)$252,957,000156
Memoranda
Gross Fiduciary activities income$12,324,000111
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$3,105,00078
Number of Managed Accounts$2,902,00066
Number of Non-Managed Accounts$203,000144
Total fiduciary and related assets$1,549,118,000139
Managed Assets ($)$1,316,184,000121
Non-managed Assets ($)$232,934,000161
Memoranda
Gross Fiduciary activities income$8,892,000113
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$3,070,00079
Number of Managed Accounts$2,854,00067
Number of Non-Managed Accounts$216,000141
Total fiduciary and related assets$1,521,906,000138
Managed Assets ($)$1,283,060,000122
Non-managed Assets ($)$238,846,000162
Memoranda
Gross Fiduciary activities income$5,941,000114
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$3,077,00080
Number of Managed Accounts$2,856,00067
Number of Non-Managed Accounts$221,000140
Total fiduciary and related assets$1,499,999,000140
Managed Assets ($)$1,269,915,000124
Non-managed Assets ($)$230,084,000160
Memoranda
Gross Fiduciary activities income$2,797,000115
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$3,076,00082
Number of Managed Accounts$2,854,00065
Number of Non-Managed Accounts$222,000170
Total fiduciary and related assets$1,474,520,000141
Managed Assets ($)$1,248,469,000120
Non-managed Assets ($)$226,051,000158
Memoranda
Gross Fiduciary activities income$12,575,000110
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$3,056,00081
Number of Managed Accounts$2,834,00065
Number of Non-Managed Accounts$222,000139
Total fiduciary and related assets$1,427,033,000142
Managed Assets ($)$1,209,353,000120
Non-managed Assets ($)$217,680,000162
Memoranda
Gross Fiduciary activities income$9,062,000111
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$3,046,00084
Number of Managed Accounts$2,821,00066
Number of Non-Managed Accounts$225,000136
Total fiduciary and related assets$1,501,367,000144
Managed Assets ($)$1,274,807,000122
Non-managed Assets ($)$226,560,000163
Memoranda
Gross Fiduciary activities income$5,952,000115
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$2,994,00084
Number of Managed Accounts$2,769,00066
Number of Non-Managed Accounts$225,000143
Total fiduciary and related assets$1,488,562,000145
Managed Assets ($)$1,233,237,000123
Non-managed Assets ($)$255,325,000158
Memoranda
Gross Fiduciary activities income$2,890,000116
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$2,948,00086
Number of Managed Accounts$2,733,00066
Number of Non-Managed Accounts$215,000180
Total fiduciary and related assets$1,463,720,000145
Managed Assets ($)$1,212,164,000124
Non-managed Assets ($)$251,556,000159
Memoranda
Gross Fiduciary activities income$11,480,000114
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$2,908,00086
Number of Managed Accounts$2,693,00066
Number of Non-Managed Accounts$215,000142
Total fiduciary and related assets$1,440,177,000146
Managed Assets ($)$1,191,855,000123
Non-managed Assets ($)$248,322,000159
Memoranda
Gross Fiduciary activities income$8,521,000113
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$2,850,00085
Number of Managed Accounts$2,614,00065
Number of Non-Managed Accounts$236,000135
Total fiduciary and related assets$1,451,698,000143
Managed Assets ($)$1,187,285,000122
Non-managed Assets ($)$264,413,000151
Memoranda
Gross Fiduciary activities income$5,583,000112
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$2,829,00087
Number of Managed Accounts$2,581,00068
Number of Non-Managed Accounts$248,000137
Total fiduciary and related assets$1,424,226,000143
Managed Assets ($)$1,159,375,000123
Non-managed Assets ($)$264,851,000152
Memoranda
Gross Fiduciary activities income$2,793,000112
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$2,794,00090
Number of Managed Accounts$2,545,00070
Number of Non-Managed Accounts$249,000172
Total fiduciary and related assets$1,386,488,000145
Managed Assets ($)$1,129,489,000124
Non-managed Assets ($)$256,999,000152
Memoranda
Gross Fiduciary activities income$10,781,000112
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$2,774,00089
Number of Managed Accounts$2,525,00070
Number of Non-Managed Accounts$249,000138
Total fiduciary and related assets$1,328,863,000141
Managed Assets ($)$1,086,721,000123
Non-managed Assets ($)$242,142,000150
Memoranda
Gross Fiduciary activities income$8,151,000110
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$2,741,00089
Number of Managed Accounts$2,490,00071
Number of Non-Managed Accounts$251,000139
Total fiduciary and related assets$1,287,369,000143
Managed Assets ($)$1,055,521,000120
Non-managed Assets ($)$231,848,000156
Memoranda
Gross Fiduciary activities income$5,224,000113
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$2,694,00088
Number of Managed Accounts$2,442,00070
Number of Non-Managed Accounts$252,000140
Total fiduciary and related assets$1,289,263,000145
Managed Assets ($)$1,054,617,000120
Non-managed Assets ($)$234,646,000153
Memoranda
Gross Fiduciary activities income$2,564,000114
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$2,690,00089
Number of Managed Accounts$2,427,00070
Number of Non-Managed Accounts$263,000179
Total fiduciary and related assets$1,225,697,000147
Managed Assets ($)$1,006,366,000122
Non-managed Assets ($)$219,331,000157
Memoranda
Gross Fiduciary activities income$9,059,000118
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$2,643,00087
Number of Managed Accounts$2,373,00070
Number of Non-Managed Accounts$270,000128
Total fiduciary and related assets$1,178,690,000147
Managed Assets ($)$961,469,000125
Non-managed Assets ($)$217,221,000156
Memoranda
Gross Fiduciary activities income$6,743,000118
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$2,614,00087
Number of Managed Accounts$2,350,00068
Number of Non-Managed Accounts$264,000131
Total fiduciary and related assets$1,138,209,000147
Managed Assets ($)$927,600,000123
Non-managed Assets ($)$210,609,000158
Memoranda
Gross Fiduciary activities income$4,491,000118
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$2,596,00087
Number of Managed Accounts$2,330,00069
Number of Non-Managed Accounts$266,000130
Total fiduciary and related assets$1,164,379,000146
Managed Assets ($)$946,019,000125
Non-managed Assets ($)$218,360,000153
Memoranda
Gross Fiduciary activities income$2,323,000115
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$2,579,00089
Number of Managed Accounts$2,313,00069
Number of Non-Managed Accounts$266,000169
Total fiduciary and related assets$1,082,730,000145
Managed Assets ($)$883,116,000127
Non-managed Assets ($)$199,614,000160
Memoranda
Gross Fiduciary activities income$8,444,000108
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$2,582,00087
Number of Managed Accounts$2,322,00071
Number of Non-Managed Accounts$260,000133
Total fiduciary and related assets$1,022,716,000147
Managed Assets ($)$839,760,000130
Non-managed Assets ($)$182,956,000167
Memoranda
Gross Fiduciary activities income$6,299,000109
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$2,549,00089
Number of Managed Accounts$2,293,00072
Number of Non-Managed Accounts$256,000137
Total fiduciary and related assets$1,114,074,000149
Managed Assets ($)$906,875,000130
Non-managed Assets ($)$207,199,000155
Memoranda
Gross Fiduciary activities income$4,100,000112
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$2,516,00088
Number of Managed Accounts$2,260,00071
Number of Non-Managed Accounts$256,000137
Total fiduciary and related assets$1,095,994,000149
Managed Assets ($)$895,296,000128
Non-managed Assets ($)$200,698,000163
Memoranda
Gross Fiduciary activities income$2,035,000109
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$2,473,00094
Number of Managed Accounts$2,216,00075
Number of Non-Managed Accounts$257,000183
Total fiduciary and related assets$1,008,751,000153
Managed Assets ($)$819,631,000137
Non-managed Assets ($)$189,120,000171
Memoranda
Gross Fiduciary activities income$7,086,000116
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$2,444,00089
Number of Managed Accounts$2,191,00076
Number of Non-Managed Accounts$253,000144
Total fiduciary and related assets$959,180,000155
Managed Assets ($)$778,640,000139
Non-managed Assets ($)$180,540,000172
Memoranda
Gross Fiduciary activities income$5,155,000118
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$2,424,00091
Number of Managed Accounts$2,169,00074
Number of Non-Managed Accounts$255,000143
Total fiduciary and related assets$896,502,000155
Managed Assets ($)$732,116,000137
Non-managed Assets ($)$164,386,000176
Memoranda
Gross Fiduciary activities income$3,436,000119
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$2,396,00092
Number of Managed Accounts$2,142,00074
Number of Non-Managed Accounts$254,000146
Total fiduciary and related assets$905,629,000158
Managed Assets ($)$727,269,000140
Non-managed Assets ($)$178,360,000179
Memoranda
Gross Fiduciary activities income$1,796,000114
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$2,274,000100
Number of Managed Accounts$2,021,00081
Number of Non-Managed Accounts$253,000196
Total fiduciary and related assets$842,628,000168
Managed Assets ($)$677,142,000146
Non-managed Assets ($)$165,486,000184
Memoranda
Gross Fiduciary activities income$6,356,000121
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$2,333,00096
Number of Managed Accounts$2,175,00073
Number of Non-Managed Accounts$158,000175
Total fiduciary and related assets$810,625,000172
Managed Assets ($)$741,208,000139
Non-managed Assets ($)$69,417,000225
Memoranda
Gross Fiduciary activities income$4,639,000122
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$2,358,00096
Number of Managed Accounts$2,195,00076
Number of Non-Managed Accounts$163,000182
Total fiduciary and related assets$744,736,000177
Managed Assets ($)$679,820,000144
Non-managed Assets ($)$64,916,000225
Memoranda
Gross Fiduciary activities income$2,864,000133
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$2,347,00095
Number of Managed Accounts$2,184,00076
Number of Non-Managed Accounts$163,000177
Total fiduciary and related assets$700,610,000175
Managed Assets ($)$637,124,000146
Non-managed Assets ($)$63,486,000222
Memoranda
Gross Fiduciary activities income$1,393,000130
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$2,392,000102
Number of Managed Accounts$2,226,00079
Number of Non-Managed Accounts$166,000254
Total fiduciary and related assets$672,092,000189
Managed Assets ($)$605,319,000154
Non-managed Assets ($)$66,773,000262
Memoranda
Gross Fiduciary activities income$5,783,000143
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$2,498,00095
Number of Managed Accounts$2,329,00073
Number of Non-Managed Accounts$169,000179
Total fiduciary and related assets$765,745,000184
Managed Assets ($)$691,366,000150
Non-managed Assets ($)$74,379,000230
Memoranda
Gross Fiduciary activities income$4,357,000147
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$2,583,00095
Number of Managed Accounts$2,437,00073
Number of Non-Managed Accounts$146,000195
Total fiduciary and related assets$791,347,000194
Managed Assets ($)$729,634,000154
Non-managed Assets ($)$61,713,000263
Memoranda
Gross Fiduciary activities income$2,817,000149
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$2,600,00093
Number of Managed Accounts$2,454,00075
Number of Non-Managed Accounts$146,000195
Total fiduciary and related assets$793,080,000200
Managed Assets ($)$735,507,000160
Non-managed Assets ($)$57,573,000269
Memoranda
Gross Fiduciary activities income$1,400,000147
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$2,610,00096
Number of Managed Accounts$2,472,00070
Number of Non-Managed Accounts$138,000298
Total fiduciary and related assets$820,982,000199
Managed Assets ($)$762,835,000157
Non-managed Assets ($)$58,147,000332
Memoranda
Gross Fiduciary activities income$5,575,000150
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$2,598,00088
Number of Managed Accounts$2,457,00068
Number of Non-Managed Accounts$141,000192
Total fiduciary and related assets$815,854,000197
Managed Assets ($)$762,493,000156
Non-managed Assets ($)$53,361,000269
Memoranda
Gross Fiduciary activities income$3,951,000152
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$2,572,00089
Number of Managed Accounts$2,440,00069
Number of Non-Managed Accounts$132,000208
Total fiduciary and related assets$782,344,000211
Managed Assets ($)$735,821,000164
Non-managed Assets ($)$46,523,000287
Memoranda
Gross Fiduciary activities income$2,598,000158
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$2,549,00088
Number of Managed Accounts$2,413,00067
Number of Non-Managed Accounts$136,000209
Total fiduciary and related assets$731,767,000214
Managed Assets ($)$685,569,000164
Non-managed Assets ($)$46,198,000285
Memoranda
Gross Fiduciary activities income$1,233,000158
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$2,542,00092
Number of Managed Accounts$2,494,00066
Number of Non-Managed Accounts$48,000567
Total fiduciary and related assets$716,321,000218
Managed Assets ($)$674,241,000170
Non-managed Assets ($)$42,080,000379
Memoranda
Gross Fiduciary activities income$4,537,000166
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$2,532,00095
Number of Managed Accounts$2,481,00071
Number of Non-Managed Accounts$51,000281
Total fiduciary and related assets$685,365,000225
Managed Assets ($)$641,497,000178
Non-managed Assets ($)$43,868,000286
Memoranda
Gross Fiduciary activities income$3,316,000173
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$2,345,000104
Number of Managed Accounts$2,343,00079
Number of Non-Managed Accounts$2,000402
Total fiduciary and related assets$592,638,000238
Managed Assets ($)$590,406,000185
Non-managed Assets ($)$2,232,000387
Memoranda
Gross Fiduciary activities income$2,193,000179
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$2,340,000105
Number of Managed Accounts$2,337,00075
Number of Non-Managed Accounts$3,000406
Total fiduciary and related assets$586,691,000241
Managed Assets ($)$584,254,000188
Non-managed Assets ($)$2,437,000390
Memoranda
Gross Fiduciary activities income$1,119,000172
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$2,358,000108
Number of Managed Accounts$2,355,00076
Number of Non-Managed Accounts$3,0001,165
Total fiduciary and related assets$557,657,000243
Managed Assets ($)$555,296,000193
Non-managed Assets ($)$2,361,000913
Memoranda
Gross Fiduciary activities income$4,235,000176
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$2,390,000102
Number of Managed Accounts$2,387,00075
Number of Non-Managed Accounts$3,000392
Total fiduciary and related assets$553,426,000243
Managed Assets ($)$551,094,000190
Non-managed Assets ($)$2,332,000382
Memoranda
Gross Fiduciary activities income$3,205,000173
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$2,435,000101
Number of Managed Accounts$2,432,00073
Number of Non-Managed Accounts$3,000408
Total fiduciary and related assets$532,697,000243
Managed Assets ($)$530,378,000194
Non-managed Assets ($)$2,319,000401
Memoranda
Gross Fiduciary activities income$2,180,000169
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$2,518,000105
Number of Managed Accounts$2,516,00076
Number of Non-Managed Accounts$2,000415
Total fiduciary and related assets$520,096,000248
Managed Assets ($)$518,222,000201
Non-managed Assets ($)$1,874,000403
Memoranda
Gross Fiduciary activities income$1,165,000167
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$2,624,000112
Number of Managed Accounts$2,622,00077
Number of Non-Managed Accounts$2,0001,214
Total fiduciary and related assets$514,359,000248
Managed Assets ($)$512,445,000197
Non-managed Assets ($)$1,914,000942
Memoranda
Gross Fiduciary activities income$3,698,000184
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$2,707,000102
Number of Managed Accounts$2,705,00070
Number of Non-Managed Accounts$2,000407
Total fiduciary and related assets$488,143,000249
Managed Assets ($)$486,324,000194
Non-managed Assets ($)$1,819,000394
Memoranda
Gross Fiduciary activities income$2,682,000184
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$2,760,000100
Number of Managed Accounts$2,758,00068
Number of Non-Managed Accounts$2,000412
Total fiduciary and related assets$486,645,000251
Managed Assets ($)$484,806,000194
Non-managed Assets ($)$1,839,000402
Memoranda
Gross Fiduciary activities income$1,761,000188
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$2,830,000100
Number of Managed Accounts$2,828,00067
Number of Non-Managed Accounts$2,000418
Total fiduciary and related assets$479,586,000255
Managed Assets ($)$477,704,000199
Non-managed Assets ($)$1,882,000408
Memoranda
Gross Fiduciary activities income$892,000185
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$2,876,000105
Number of Managed Accounts$2,874,00072
Number of Non-Managed Accounts$2,0001,245
Total fiduciary and related assets$468,637,000264
Managed Assets ($)$466,787,000203
Non-managed Assets ($)$1,850,000980
Memoranda
Gross Fiduciary activities income$3,210,000197
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$2,877,000104
Number of Managed Accounts$2,875,00068
Number of Non-Managed Accounts$2,000425
Total fiduciary and related assets$438,682,000274
Managed Assets ($)$436,964,000213
Non-managed Assets ($)$1,718,000417
Memoranda
Gross Fiduciary activities income$2,357,000207
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$2,867,000104
Number of Managed Accounts$2,865,00069
Number of Non-Managed Accounts$2,000432
Total fiduciary and related assets$432,395,000276
Managed Assets ($)$430,710,000211
Non-managed Assets ($)$1,685,000422
Memoranda
Gross Fiduciary activities income$1,548,000212
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$2,871,000107
Number of Managed Accounts$2,871,00073
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$399,219,000289
Managed Assets ($)$399,219,000221
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities income$781,000218
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$2,885,000110
Number of Managed Accounts$2,885,00076
Number of Non-Managed Accounts$01,465
Total fiduciary and related assets$401,361,000290
Managed Assets ($)$401,361,000218
Non-managed Assets ($)$01,452
Memoranda
Gross Fiduciary activities income$3,476,000208
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$2,848,000100
Number of Managed Accounts$2,848,00070
Number of Non-Managed Accounts$01,385
Total fiduciary and related assets$455,108,000263
Managed Assets ($)$455,108,000196
Non-managed Assets ($)$01,377
Memoranda
Gross Fiduciary activities income$3,531,000210
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$3,314,000214
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$2,756,000268
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$2,249,000298
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,723,000353
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,337,000438
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$1,071,000523
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$936,000541
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$903,000571
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$779,000618