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WNB FINANCIAL, N.A., Fiduciary and Related Services

2025-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0380
Number of Managed Accounts$0371
Number of Non-Managed Accounts$0363
Total fiduciary and related assets$0380
Managed Assets ($)$0371
Non-managed Assets ($)$0363
Memoranda
Gross Fiduciary activities income$464,000470
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$212,000528
Number of Managed Accounts$193,000480
Number of Non-Managed Accounts$19,000528
Total fiduciary and related assets$334,746,000412
Managed Assets ($)$312,668,000381
Non-managed Assets ($)$22,078,000452
Memoranda
Gross Fiduciary activities income$1,641,000476
2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0380
Number of Managed Accounts$0371
Number of Non-Managed Accounts$0366
Total fiduciary and related assets$0379
Managed Assets ($)$0371
Non-managed Assets ($)$0366
Memoranda
Gross Fiduciary activities income$1,237,000476
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$211,000433
Number of Managed Accounts$194,000407
Number of Non-Managed Accounts$17,000367
Total fiduciary and related assets$328,100,000414
Managed Assets ($)$307,003,000382
Non-managed Assets ($)$21,097,000368
Memoranda
Gross Fiduciary activities income$837,000471
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0376
Number of Non-Managed Accounts$0371
Total fiduciary and related assets$0384
Managed Assets ($)$0376
Non-managed Assets ($)$0371
Memoranda
Gross Fiduciary activities income$443,000437
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$203,000545
Number of Managed Accounts$186,000491
Number of Non-Managed Accounts$17,000555
Total fiduciary and related assets$310,890,000416
Managed Assets ($)$291,450,000380
Non-managed Assets ($)$19,440,000453
Memoranda
Gross Fiduciary activities income$1,541,000441
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0375
Number of Managed Accounts$0366
Number of Non-Managed Accounts$0365
Total fiduciary and related assets$0376
Managed Assets ($)$0366
Non-managed Assets ($)$0363
Memoranda
Gross Fiduciary activities income$1,175,000434
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$200,000422
Number of Managed Accounts$178,000394
Number of Non-Managed Accounts$22,000347
Total fiduciary and related assets$300,729,000408
Managed Assets ($)$279,856,000375
Non-managed Assets ($)$20,873,000362
Memoranda
Gross Fiduciary activities income$798,000423
2023-03-31Rank
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$0384
Number of Managed Accounts$0375
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0384
Managed Assets ($)$0375
Non-managed Assets ($)$0373
Memoranda
Gross Fiduciary activities income$427,000427
2022-12-31Rank
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$203,000559
Number of Managed Accounts$180,000515
Number of Non-Managed Accounts$23,000529
Total fiduciary and related assets$281,663,000430
Managed Assets ($)$260,856,000394
Non-managed Assets ($)$20,807,000463
Memoranda
Gross Fiduciary activities income$1,566,000446
2022-09-30Rank
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$0399
Number of Managed Accounts$0389
Number of Non-Managed Accounts$0385
Total fiduciary and related assets$0399
Managed Assets ($)$0389
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$1,210,000443
2022-06-30Rank
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$201,000408
Number of Managed Accounts$184,000384
Number of Non-Managed Accounts$17,000348
Total fiduciary and related assets$280,966,000373
Managed Assets ($)$261,343,000347
Non-managed Assets ($)$19,623,000342
Memoranda
Gross Fiduciary activities income$837,000397
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$0359
Number of Managed Accounts$0350
Number of Non-Managed Accounts$0347
Total fiduciary and related assets$0358
Managed Assets ($)$0350
Non-managed Assets ($)$0346
Memoranda
Gross Fiduciary activities income$459,000385
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$203,000526
Number of Managed Accounts$183,000482
Number of Non-Managed Accounts$20,000538
Total fiduciary and related assets$329,657,000376
Managed Assets ($)$301,941,000344
Non-managed Assets ($)$27,716,000406
Memoranda
Gross Fiduciary activities income$1,591,000402
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$0343
Number of Managed Accounts$0335
Number of Non-Managed Accounts$0330
Total fiduciary and related assets$0343
Managed Assets ($)$0335
Non-managed Assets ($)$0330
Memoranda
Gross Fiduciary activities income$1,199,000400
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$219,000384
Number of Managed Accounts$199,000360
Number of Non-Managed Accounts$20,000328
Total fiduciary and related assets$316,122,000372
Managed Assets ($)$293,063,000336
Non-managed Assets ($)$23,059,000328
Memoranda
Gross Fiduciary activities income$816,000392
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$0345
Number of Managed Accounts$0337
Number of Non-Managed Accounts$0333
Total fiduciary and related assets$0345
Managed Assets ($)$0337
Non-managed Assets ($)$0332
Memoranda
Gross Fiduciary activities income$437,000387
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$220,000505
Number of Managed Accounts$197,000465
Number of Non-Managed Accounts$23,000527
Total fiduciary and related assets$302,100,000371
Managed Assets ($)$280,729,000333
Non-managed Assets ($)$21,371,000431
Memoranda
Gross Fiduciary activities income$1,439,000399
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$0346
Number of Managed Accounts$0338
Number of Non-Managed Accounts$0335
Total fiduciary and related assets$0346
Managed Assets ($)$0338
Non-managed Assets ($)$0335
Memoranda
Gross Fiduciary activities income$1,086,000395
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$225,000379
Number of Managed Accounts$201,000356
Number of Non-Managed Accounts$24,000318
Total fiduciary and related assets$275,308,000365
Managed Assets ($)$254,118,000332
Non-managed Assets ($)$21,190,000324
Memoranda
Gross Fiduciary activities income$747,000391
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$0351
Number of Managed Accounts$0342
Number of Non-Managed Accounts$0338
Total fiduciary and related assets$0351
Managed Assets ($)$0342
Non-managed Assets ($)$0338
Memoranda
Gross Fiduciary activities income$414,000380
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$227,000515
Number of Managed Accounts$202,000463
Number of Non-Managed Accounts$25,000522
Total fiduciary and related assets$280,884,000371
Managed Assets ($)$258,758,000335
Non-managed Assets ($)$22,126,000426
Memoranda
Gross Fiduciary activities income$1,468,000394
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$0357
Number of Managed Accounts$0349
Number of Non-Managed Accounts$0341
Total fiduciary and related assets$0357
Managed Assets ($)$0349
Non-managed Assets ($)$0341
Memoranda
Gross Fiduciary activities income$1,125,000388
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$231,000368
Number of Managed Accounts$204,000349
Number of Non-Managed Accounts$27,000302
Total fiduciary and related assets$282,717,000362
Managed Assets ($)$259,090,000328
Non-managed Assets ($)$23,627,000308
Memoranda
Gross Fiduciary activities income$776,000386
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$238,000373
Number of Managed Accounts$212,000352
Number of Non-Managed Accounts$26,000306
Total fiduciary and related assets$278,354,000364
Managed Assets ($)$254,432,000332
Non-managed Assets ($)$23,922,000314
Memoranda
Gross Fiduciary activities income$420,000377
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$238,000506
Number of Managed Accounts$212,000467
Number of Non-Managed Accounts$26,000538
Total fiduciary and related assets$256,774,000377
Managed Assets ($)$233,847,000344
Non-managed Assets ($)$22,927,000418
Memoranda
Gross Fiduciary activities income$1,446,000400
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$238,000373
Number of Managed Accounts$212,000351
Number of Non-Managed Accounts$26,000310
Total fiduciary and related assets$275,301,000375
Managed Assets ($)$251,421,000340
Non-managed Assets ($)$23,880,000317
Memoranda
Gross Fiduciary activities income$1,093,000399
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$237,000377
Number of Managed Accounts$211,000353
Number of Non-Managed Accounts$26,000314
Total fiduciary and related assets$274,604,000375
Managed Assets ($)$251,070,000341
Non-managed Assets ($)$23,534,000315
Memoranda
Gross Fiduciary activities income$731,000403
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$233,000381
Number of Managed Accounts$207,000356
Number of Non-Managed Accounts$26,000316
Total fiduciary and related assets$268,146,000379
Managed Assets ($)$244,320,000342
Non-managed Assets ($)$23,826,000319
Memoranda
Gross Fiduciary activities income$365,000407
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$225,000527
Number of Managed Accounts$202,000473
Number of Non-Managed Accounts$23,000569
Total fiduciary and related assets$268,085,000383
Managed Assets ($)$244,649,000350
Non-managed Assets ($)$23,436,000427
Memoranda
Gross Fiduciary activities income$1,144,000431
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$0401
Number of Managed Accounts$0391
Number of Non-Managed Accounts$0384
Total fiduciary and related assets$0401
Managed Assets ($)$0391
Non-managed Assets ($)$0384
Memoranda
Gross Fiduciary activities income$844,000438
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$0403
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0403
Managed Assets ($)$0393
Non-managed Assets ($)$0386
Memoranda
Gross Fiduciary activities income$559,000437
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$0406
Number of Managed Accounts$0396
Number of Non-Managed Accounts$0388
Total fiduciary and related assets$0406
Managed Assets ($)$0396
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$277,000450
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$207,000559
Number of Managed Accounts$186,000495
Number of Non-Managed Accounts$21,000605
Total fiduciary and related assets$248,106,000388
Managed Assets ($)$226,488,000354
Non-managed Assets ($)$21,618,000441
Memoranda
Gross Fiduciary activities income$1,075,000443
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$822,000441
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$560,000441
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$260,000451
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$191,000599
Number of Managed Accounts$170,000530
Number of Non-Managed Accounts$21,000629
Total fiduciary and related assets$227,516,000404
Managed Assets ($)$207,971,000364
Non-managed Assets ($)$19,545,000461
Memoranda
Gross Fiduciary activities income$1,019,000458
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$771,000454
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$511,000463
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$265,000463
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$196,000605
Number of Managed Accounts$175,000528
Number of Non-Managed Accounts$21,000662
Total fiduciary and related assets$244,015,000396
Managed Assets ($)$225,881,000348
Non-managed Assets ($)$18,134,000494
Memoranda
Gross Fiduciary activities income$1,078,000451
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$826,000450
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$536,000455
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$276,000456
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$202,000601
Number of Managed Accounts$173,000523
Number of Non-Managed Accounts$29,000589
Total fiduciary and related assets$229,893,000398
Managed Assets ($)$207,427,000360
Non-managed Assets ($)$22,466,000460
Memoranda
Gross Fiduciary activities income$1,033,000454
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$765,000456
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$502,000460
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$254,000462
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$208,000589
Number of Managed Accounts$181,000506
Number of Non-Managed Accounts$27,000633
Total fiduciary and related assets$217,442,000390
Managed Assets ($)$195,615,000342
Non-managed Assets ($)$21,827,000473
Memoranda
Gross Fiduciary activities income$1,048,000443
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$760,000451
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$468,000465
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$248,000452
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$215,000576
Number of Managed Accounts$179,000508
Number of Non-Managed Accounts$36,000561
Total fiduciary and related assets$224,910,000374
Managed Assets ($)$189,349,000331
Non-managed Assets ($)$35,561,000377
Memoranda
Gross Fiduciary activities income$975,000406
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$727,000400
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$473,000413
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$230,000422
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$215,000597
Number of Managed Accounts$177,000523
Number of Non-Managed Accounts$38,000579
Total fiduciary and related assets$215,177,000390
Managed Assets ($)$180,032,000353
Non-managed Assets ($)$35,145,000383
Memoranda
Gross Fiduciary activities income$905,000419
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$667,000420
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$435,000430
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$214,000443
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$212,000612
Number of Managed Accounts$173,000544
Number of Non-Managed Accounts$39,000584
Total fiduciary and related assets$210,811,000386
Managed Assets ($)$179,571,000340
Non-managed Assets ($)$31,240,000407
Memoranda
Gross Fiduciary activities income$847,000425
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$617,000433
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$407,000438
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$192,000455
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$222,000627
Number of Managed Accounts$180,000543
Number of Non-Managed Accounts$42,000580
Total fiduciary and related assets$202,045,000382
Managed Assets ($)$168,204,000351
Non-managed Assets ($)$33,841,000374
Memoranda
Gross Fiduciary activities income$957,000416
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$720,000423
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$488,000429
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$234,000443
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$223,000632
Number of Managed Accounts$177,000560
Number of Non-Managed Accounts$46,000572
Total fiduciary and related assets$245,563,000384
Managed Assets ($)$202,632,000359
Non-managed Assets ($)$42,931,000375
Memoranda
Gross Fiduciary activities income$969,000427
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$0444
Number of Managed Accounts$0421
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$0443
Managed Assets ($)$0421
Non-managed Assets ($)$0416
Memoranda
Gross Fiduciary activities income$1,043,000339
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$0450
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0422
Total fiduciary and related assets$0449
Managed Assets ($)$0427
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$712,000337
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$0451
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0425
Total fiduciary and related assets$0450
Managed Assets ($)$0427
Non-managed Assets ($)$0424
Memoranda
Gross Fiduciary activities income$328,000357
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$226,000615
Number of Managed Accounts$176,000564
Number of Non-Managed Accounts$50,000555
Total fiduciary and related assets$226,541,000397
Managed Assets ($)$184,393,000374
Non-managed Assets ($)$42,148,000377
Memoranda
Gross Fiduciary activities income$1,078,000380
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$753,000394
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$466,000426
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$230,000437
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$247,000602
Number of Managed Accounts$189,000556
Number of Non-Managed Accounts$58,000543
Total fiduciary and related assets$214,700,000407
Managed Assets ($)$169,931,000374
Non-managed Assets ($)$44,769,000363
Memoranda
Gross Fiduciary activities income$844,000434
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$0444
Number of Managed Accounts$0422
Number of Non-Managed Accounts$0414
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Non-managed Assets ($)$0412
Memoranda
Gross Fiduciary activities income$632,000429
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$0460
Number of Managed Accounts$0435
Number of Non-Managed Accounts$0431
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$405,000436
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$0465
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$202,000450
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$247,000603
Number of Managed Accounts$182,000554
Number of Non-Managed Accounts$65,000517
Total fiduciary and related assets$191,942,000425
Managed Assets ($)$147,924,000390
Non-managed Assets ($)$44,018,000357
Memoranda
Gross Fiduciary activities income$712,000451
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$525,000459
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$346,000462
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$172,000472
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$258,000599
Number of Managed Accounts$190,000548
Number of Non-Managed Accounts$68,000533
Total fiduciary and related assets$177,162,000429
Managed Assets ($)$136,599,000402
Non-managed Assets ($)$40,563,000391
Memoranda
Gross Fiduciary activities income$610,000494
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$445,000513
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$273,000543
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$141,000539
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$246,000638
Number of Managed Accounts$169,000606
Number of Non-Managed Accounts$77,000504
Total fiduciary and related assets$136,048,000496
Managed Assets ($)$94,640,000491
Non-managed Assets ($)$41,408,000383
Memoranda
Gross Fiduciary activities income$554,000544
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$254,000590
Number of Managed Accounts$168,000583
Number of Non-Managed Accounts$86,000446
Total fiduciary and related assets$125,087,000486
Managed Assets ($)$79,946,000499
Non-managed Assets ($)$45,141,000355
Memoranda
Gross Fiduciary activities income$606,000532
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$640,000525
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$587,000595
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$538,000618
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$511,000649
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$454,000734
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$424,000788
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$239,000978
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$267,000980
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$319,000919