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Wilber National Bank, Fiduciary and Related Services

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$587,000283
Number of Managed Accounts$583,000233
Number of Non-Managed Accounts$4,000385
Total fiduciary and related assets$313,473,000311
Managed Assets ($)$313,115,000257
Non-managed Assets ($)$358,000390
Memoranda
Gross Fiduciary activities income$513,000266
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$578,000330
Number of Managed Accounts$574,000251
Number of Non-Managed Accounts$4,0001,025
Total fiduciary and related assets$255,549,000353
Managed Assets ($)$255,186,000289
Non-managed Assets ($)$363,0001,051
Memoranda
Gross Fiduciary activities income$1,763,000285
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$571,000282
Number of Managed Accounts$567,000229
Number of Non-Managed Accounts$4,000376
Total fiduciary and related assets$245,030,000333
Managed Assets ($)$244,662,000279
Non-managed Assets ($)$368,000381
Memoranda
Gross Fiduciary activities income$1,302,000284
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$566,000283
Number of Managed Accounts$561,000232
Number of Non-Managed Accounts$5,000372
Total fiduciary and related assets$243,763,000331
Managed Assets ($)$243,425,000275
Non-managed Assets ($)$338,000385
Memoranda
Gross Fiduciary activities income$869,000284
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$558,000289
Number of Managed Accounts$553,000231
Number of Non-Managed Accounts$5,000378
Total fiduciary and related assets$253,613,000338
Managed Assets ($)$253,254,000276
Non-managed Assets ($)$359,000390
Memoranda
Gross Fiduciary activities income$418,000290
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$559,000348
Number of Managed Accounts$555,000255
Number of Non-Managed Accounts$4,0001,049
Total fiduciary and related assets$251,817,000342
Managed Assets ($)$251,634,000279
Non-managed Assets ($)$183,0001,139
Memoranda
Gross Fiduciary activities income$1,514,000301
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$1,064,000308
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$712,000313
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$324,000325
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$549,000357
Number of Managed Accounts$545,000266
Number of Non-Managed Accounts$4,0001,054
Total fiduciary and related assets$228,859,000351
Managed Assets ($)$228,008,000286
Non-managed Assets ($)$851,0001,009
Memoranda
Gross Fiduciary activities income$1,647,000295
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$545,000301
Number of Managed Accounts$541,000242
Number of Non-Managed Accounts$4,000400
Total fiduciary and related assets$246,776,000344
Managed Assets ($)$245,855,000285
Non-managed Assets ($)$921,000404
Memoranda
Gross Fiduciary activities income$1,272,000301
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$544,000307
Number of Managed Accounts$540,000244
Number of Non-Managed Accounts$4,000405
Total fiduciary and related assets$252,561,000351
Managed Assets ($)$251,591,000289
Non-managed Assets ($)$970,000410
Memoranda
Gross Fiduciary activities income$821,000310
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$540,000308
Number of Managed Accounts$536,000248
Number of Non-Managed Accounts$4,000407
Total fiduciary and related assets$254,811,000361
Managed Assets ($)$253,811,000297
Non-managed Assets ($)$1,000,000415
Memoranda
Gross Fiduciary activities income$395,000316
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$532,000366
Number of Managed Accounts$528,000272
Number of Non-Managed Accounts$4,0001,074
Total fiduciary and related assets$260,583,000363
Managed Assets ($)$259,695,000300
Non-managed Assets ($)$888,0001,038
Memoranda
Gross Fiduciary activities income$1,641,000311
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$530,000296
Number of Managed Accounts$525,000246
Number of Non-Managed Accounts$5,000383
Total fiduciary and related assets$264,548,000347
Managed Assets ($)$263,657,000294
Non-managed Assets ($)$891,000402
Memoranda
Gross Fiduciary activities income$1,253,000305
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$542,000299
Number of Managed Accounts$537,000241
Number of Non-Managed Accounts$5,000391
Total fiduciary and related assets$257,792,000358
Managed Assets ($)$256,873,000302
Non-managed Assets ($)$919,000408
Memoranda
Gross Fiduciary activities income$780,000320
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$546,000298
Number of Managed Accounts$541,000240
Number of Non-Managed Accounts$5,000392
Total fiduciary and related assets$253,635,000364
Managed Assets ($)$252,721,000304
Non-managed Assets ($)$914,000409
Memoranda
Gross Fiduciary activities income$380,000331
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$547,000353
Number of Managed Accounts$542,000260
Number of Non-Managed Accounts$5,0001,069
Total fiduciary and related assets$256,878,000366
Managed Assets ($)$255,978,000301
Non-managed Assets ($)$900,0001,046
Memoranda
Gross Fiduciary activities income$1,585,000313
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$546,000301
Number of Managed Accounts$540,000245
Number of Non-Managed Accounts$6,000379
Total fiduciary and related assets$250,780,000354
Managed Assets ($)$249,437,000294
Non-managed Assets ($)$1,343,000392
Memoranda
Gross Fiduciary activities income$1,095,000329
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$545,000305
Number of Managed Accounts$540,000248
Number of Non-Managed Accounts$5,000385
Total fiduciary and related assets$245,402,000363
Managed Assets ($)$244,144,000300
Non-managed Assets ($)$1,258,000397
Memoranda
Gross Fiduciary activities income$751,000327
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$543,000309
Number of Managed Accounts$539,000251
Number of Non-Managed Accounts$4,000395
Total fiduciary and related assets$245,029,000365
Managed Assets ($)$243,790,000296
Non-managed Assets ($)$1,239,000403
Memoranda
Gross Fiduciary activities income$389,000320
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$539,000357
Number of Managed Accounts$535,000273
Number of Non-Managed Accounts$4,0001,127
Total fiduciary and related assets$270,098,000355
Managed Assets ($)$268,875,000284
Non-managed Assets ($)$1,223,0001,023
Memoranda
Gross Fiduciary activities income$1,472,000329
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$536,000297
Number of Managed Accounts$532,000248
Number of Non-Managed Accounts$4,000386
Total fiduciary and related assets$250,076,000347
Managed Assets ($)$248,827,000284
Non-managed Assets ($)$1,249,000392
Memoranda
Gross Fiduciary activities income$1,095,000324
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$534,000305
Number of Managed Accounts$529,000252
Number of Non-Managed Accounts$5,000401
Total fiduciary and related assets$246,669,000354
Managed Assets ($)$245,338,000289
Non-managed Assets ($)$1,331,000409
Memoranda
Gross Fiduciary activities income$691,000331
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$530,000310
Number of Managed Accounts$525,000255
Number of Non-Managed Accounts$5,000405
Total fiduciary and related assets$251,165,000353
Managed Assets ($)$249,710,000285
Non-managed Assets ($)$1,455,000407
Memoranda
Gross Fiduciary activities income$326,000336
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$534,000364
Number of Managed Accounts$529,000273
Number of Non-Managed Accounts$5,0001,107
Total fiduciary and related assets$283,559,000344
Managed Assets ($)$281,706,000272
Non-managed Assets ($)$1,853,000951
Memoranda
Gross Fiduciary activities income$1,326,000323
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$527,000310
Number of Managed Accounts$522,000251
Number of Non-Managed Accounts$5,000393
Total fiduciary and related assets$245,560,000356
Managed Assets ($)$243,649,000282
Non-managed Assets ($)$1,911,000393
Memoranda
Gross Fiduciary activities income$978,000333
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$528,000315
Number of Managed Accounts$523,000251
Number of Non-Managed Accounts$5,000400
Total fiduciary and related assets$244,447,000359
Managed Assets ($)$242,519,000285
Non-managed Assets ($)$1,928,000401
Memoranda
Gross Fiduciary activities income$641,000334
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$517,000318
Number of Managed Accounts$512,000254
Number of Non-Managed Accounts$5,000406
Total fiduciary and related assets$242,750,000368
Managed Assets ($)$240,888,000295
Non-managed Assets ($)$1,862,000409
Memoranda
Gross Fiduciary activities income$321,000335
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$507,000397
Number of Managed Accounts$502,000288
Number of Non-Managed Accounts$5,0001,119
Total fiduciary and related assets$297,493,000336
Managed Assets ($)$295,691,000258
Non-managed Assets ($)$1,802,000988
Memoranda
Gross Fiduciary activities income$1,383,000325
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$925,000351
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$642,000346
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$344,000341
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$504,000408
Number of Managed Accounts$499,000307
Number of Non-Managed Accounts$5,0001,155
Total fiduciary and related assets$214,319,000401
Managed Assets ($)$213,144,000310
Non-managed Assets ($)$1,175,0001,062
Memoranda
Gross Fiduciary activities income$1,416,000341
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$500,000384
Number of Managed Accounts$496,000289
Number of Non-Managed Accounts$4,0001,147
Total fiduciary and related assets$247,192,000361
Managed Assets ($)$245,831,000280
Non-managed Assets ($)$1,361,0001,009
Memoranda
Gross Fiduciary activities income$1,422,000350
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$1,550,000335
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$1,401,000382
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$1,478,000379
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$1,334,000400
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$1,213,000462
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$1,181,000494
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$1,101,000505
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$967,000553
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$869,000583