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

2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,338,000153
Number of Managed Accounts$1,265,000122
Number of Non-Managed Accounts$73,000236
Total fiduciary and related assets$553,426,000221
Managed Assets ($)$535,793,000169
Non-managed Assets ($)$17,633,000322
Memoranda
Gross Fiduciary activities income$1,066,000158
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,377,000159
Number of Managed Accounts$1,294,000122
Number of Non-Managed Accounts$83,000388
Total fiduciary and related assets$562,154,000219
Managed Assets ($)$546,767,000171
Non-managed Assets ($)$15,387,000541
Memoranda
Gross Fiduciary activities income$4,342,000155
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,389,000149
Number of Managed Accounts$1,296,000115
Number of Non-Managed Accounts$93,000216
Total fiduciary and related assets$559,513,000217
Managed Assets ($)$496,865,000181
Non-managed Assets ($)$62,648,000236
Memoranda
Gross Fiduciary activities income$3,357,000151
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,413,000149
Number of Managed Accounts$1,321,000121
Number of Non-Managed Accounts$92,000220
Total fiduciary and related assets$562,026,000210
Managed Assets ($)$509,885,000171
Non-managed Assets ($)$52,141,000247
Memoranda
Gross Fiduciary activities income$2,204,000152
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,438,000144
Number of Managed Accounts$1,337,000117
Number of Non-Managed Accounts$101,000214
Total fiduciary and related assets$541,456,000208
Managed Assets ($)$492,655,000171
Non-managed Assets ($)$48,801,000249
Memoranda
Gross Fiduciary activities income$1,099,000150
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,412,000159
Number of Managed Accounts$1,306,000128
Number of Non-Managed Accounts$106,000345
Total fiduciary and related assets$580,678,000206
Managed Assets ($)$539,918,000164
Non-managed Assets ($)$40,760,000344
Memoranda
Gross Fiduciary activities income$4,606,000161
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,207,000174
Number of Managed Accounts$1,124,000139
Number of Non-Managed Accounts$83,000237
Total fiduciary and related assets$585,175,000215
Managed Assets ($)$536,890,000173
Non-managed Assets ($)$48,285,000278
Memoranda
Gross Fiduciary activities income$3,468,000167
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,097,000199
Number of Managed Accounts$1,056,000149
Number of Non-Managed Accounts$41,000294
Total fiduciary and related assets$601,205,000222
Managed Assets ($)$585,134,000171
Non-managed Assets ($)$16,071,000335
Memoranda
Gross Fiduciary activities income$2,262,000172
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,107,000198
Number of Managed Accounts$1,067,000147
Number of Non-Managed Accounts$40,000301
Total fiduciary and related assets$634,112,000224
Managed Assets ($)$621,037,000169
Non-managed Assets ($)$13,075,000352
Memoranda
Gross Fiduciary activities income$1,082,000176
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,108,000205
Number of Managed Accounts$1,057,000151
Number of Non-Managed Accounts$51,000538
Total fiduciary and related assets$666,655,000218
Managed Assets ($)$651,542,000165
Non-managed Assets ($)$15,113,000564
Memoranda
Gross Fiduciary activities income$4,759,000163
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,129,000185
Number of Managed Accounts$1,111,000139
Number of Non-Managed Accounts$18,000339
Total fiduciary and related assets$713,430,000212
Managed Assets ($)$703,215,000161
Non-managed Assets ($)$10,215,000347
Memoranda
Gross Fiduciary activities income$3,642,000156
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,114,000190
Number of Managed Accounts$1,097,000143
Number of Non-Managed Accounts$17,000354
Total fiduciary and related assets$696,252,000220
Managed Assets ($)$676,053,000169
Non-managed Assets ($)$20,199,000325
Memoranda
Gross Fiduciary activities income$2,441,000164
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,115,000186
Number of Managed Accounts$1,098,000141
Number of Non-Managed Accounts$17,000354
Total fiduciary and related assets$666,111,000221
Managed Assets ($)$656,893,000169
Non-managed Assets ($)$9,218,000362
Memoranda
Gross Fiduciary activities income$1,232,000159
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,143,000198
Number of Managed Accounts$1,125,000144
Number of Non-Managed Accounts$18,000820
Total fiduciary and related assets$641,667,000222
Managed Assets ($)$627,586,000174
Non-managed Assets ($)$14,081,000588
Memoranda
Gross Fiduciary activities income$4,130,000175
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,145,000186
Number of Managed Accounts$1,126,000146
Number of Non-Managed Accounts$19,000340
Total fiduciary and related assets$608,990,000229
Managed Assets ($)$590,878,000183
Non-managed Assets ($)$18,112,000330
Memoranda
Gross Fiduciary activities income$3,146,000181
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,143,000187
Number of Managed Accounts$1,123,000149
Number of Non-Managed Accounts$20,000342
Total fiduciary and related assets$595,879,000235
Managed Assets ($)$576,832,000188
Non-managed Assets ($)$19,047,000334
Memoranda
Gross Fiduciary activities income$2,134,000184
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,133,000189
Number of Managed Accounts$1,114,000151
Number of Non-Managed Accounts$19,000348
Total fiduciary and related assets$613,152,000237
Managed Assets ($)$610,374,000184
Non-managed Assets ($)$2,778,000388
Memoranda
Gross Fiduciary activities income$1,136,000170
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,119,000198
Number of Managed Accounts$1,095,000151
Number of Non-Managed Accounts$24,000779
Total fiduciary and related assets$591,546,000237
Managed Assets ($)$585,988,000189
Non-managed Assets ($)$5,558,000759
Memoranda
Gross Fiduciary activities income$3,965,000182
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,107,000184
Number of Managed Accounts$1,075,000146
Number of Non-Managed Accounts$32,000321
Total fiduciary and related assets$592,150,000233
Managed Assets ($)$584,903,000186
Non-managed Assets ($)$7,247,000365
Memoranda
Gross Fiduciary activities income$2,949,000180
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,157,000181
Number of Managed Accounts$1,094,000146
Number of Non-Managed Accounts$63,000283
Total fiduciary and related assets$595,038,000229
Managed Assets ($)$585,275,000184
Non-managed Assets ($)$9,763,000370
Memoranda
Gross Fiduciary activities income$1,966,000178
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,141,000185
Number of Managed Accounts$1,070,000148
Number of Non-Managed Accounts$71,000273
Total fiduciary and related assets$588,871,000236
Managed Assets ($)$576,739,000188
Non-managed Assets ($)$12,132,000359
Memoranda
Gross Fiduciary activities income$987,000181
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$1,119,000198
Number of Managed Accounts$1,069,000150
Number of Non-Managed Accounts$50,000594
Total fiduciary and related assets$595,182,000235
Managed Assets ($)$580,006,000185
Non-managed Assets ($)$15,176,000558
Memoranda
Gross Fiduciary activities income$3,612,000185
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$1,095,000189
Number of Managed Accounts$1,050,000150
Number of Non-Managed Accounts$45,000312
Total fiduciary and related assets$560,170,000237
Managed Assets ($)$547,931,000187
Non-managed Assets ($)$12,239,000349
Memoranda
Gross Fiduciary activities income$2,623,000187
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$1,103,000189
Number of Managed Accounts$1,040,000153
Number of Non-Managed Accounts$63,000297
Total fiduciary and related assets$548,746,000239
Managed Assets ($)$529,599,000187
Non-managed Assets ($)$19,147,000341
Memoranda
Gross Fiduciary activities income$1,671,000194
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$996,000206
Number of Managed Accounts$977,000157
Number of Non-Managed Accounts$19,000372
Total fiduciary and related assets$518,959,000247
Managed Assets ($)$499,832,000196
Non-managed Assets ($)$19,127,000341
Memoranda
Gross Fiduciary activities income$856,000189
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$988,000240
Number of Managed Accounts$969,000172
Number of Non-Managed Accounts$19,000862
Total fiduciary and related assets$525,323,000254
Managed Assets ($)$505,510,000193
Non-managed Assets ($)$19,813,000515
Memoranda
Gross Fiduciary activities income$3,098,000201
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$974,000222
Number of Managed Accounts$955,000169
Number of Non-Managed Accounts$19,000374
Total fiduciary and related assets$470,872,000267
Managed Assets ($)$450,081,000204
Non-managed Assets ($)$20,791,000346
Memoranda
Gross Fiduciary activities income$2,330,000208
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$997,000225
Number of Managed Accounts$978,000170
Number of Non-Managed Accounts$19,000382
Total fiduciary and related assets$444,246,000272
Managed Assets ($)$421,606,000214
Non-managed Assets ($)$22,640,000344
Memoranda
Gross Fiduciary activities income$1,534,000213
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$991,000232
Number of Managed Accounts$971,000177
Number of Non-Managed Accounts$20,000389
Total fiduciary and related assets$422,256,000282
Managed Assets ($)$397,905,000223
Non-managed Assets ($)$24,351,000343
Memoranda
Gross Fiduciary activities income$757,000221
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$1,006,000249
Number of Managed Accounts$988,000183
Number of Non-Managed Accounts$18,000895
Total fiduciary and related assets$427,478,000283
Managed Assets ($)$402,982,000217
Non-managed Assets ($)$24,496,000471
Memoranda
Gross Fiduciary activities income$3,129,000217
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$1,054,000217
Number of Managed Accounts$1,024,000159
Number of Non-Managed Accounts$30,000728
Total fiduciary and related assets$455,329,000261
Managed Assets ($)$422,666,000209
Non-managed Assets ($)$32,663,000409
Memoranda
Gross Fiduciary activities income$3,300,000220
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$2,965,000226
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$2,629,000279
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$2,117,000312
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$1,509,000378
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$1,285,000449
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$1,055,000526
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$719,000618
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$649,000669
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$424,000822