Home > Susquehanna Bank > Fiduciary and Related Services
Susquehanna Bank, Fiduciary and Related Services
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,856,000 | 128 |
| Number of Managed Accounts | $1,828,000 | 102 |
| Number of Non-Managed Accounts | $28,000 | 314 |
| Total fiduciary and related assets | $1,373,184,000 | 153 |
| Managed Assets ($) | $1,311,569,000 | 121 |
| Non-managed Assets ($) | $61,615,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,029,000 | 113 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,886,000 | 125 |
| Number of Managed Accounts | $1,859,000 | 98 |
| Number of Non-Managed Accounts | $27,000 | 316 |
| Total fiduciary and related assets | $1,398,464,000 | 150 |
| Managed Assets ($) | $1,338,206,000 | 118 |
| Non-managed Assets ($) | $60,258,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,822,000 | 118 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,903,000 | 124 |
| Number of Managed Accounts | $1,875,000 | 98 |
| Number of Non-Managed Accounts | $28,000 | 588 |
| Total fiduciary and related assets | $1,416,410,000 | 146 |
| Managed Assets ($) | $1,357,991,000 | 116 |
| Non-managed Assets ($) | $58,419,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,014,000 | 118 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,935,000 | 117 |
| Number of Managed Accounts | $1,907,000 | 96 |
| Number of Non-Managed Accounts | $28,000 | 310 |
| Total fiduciary and related assets | $1,394,705,000 | 147 |
| Managed Assets ($) | $1,337,597,000 | 117 |
| Non-managed Assets ($) | $57,108,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,292,000 | 117 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,943,000 | 117 |
| Number of Managed Accounts | $1,915,000 | 94 |
| Number of Non-Managed Accounts | $28,000 | 306 |
| Total fiduciary and related assets | $1,391,852,000 | 145 |
| Managed Assets ($) | $1,334,201,000 | 116 |
| Non-managed Assets ($) | $57,651,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,518,000 | 115 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,954,000 | 117 |
| Number of Managed Accounts | $1,928,000 | 94 |
| Number of Non-Managed Accounts | $26,000 | 313 |
| Total fiduciary and related assets | $1,386,507,000 | 145 |
| Managed Assets ($) | $1,320,418,000 | 117 |
| Non-managed Assets ($) | $66,089,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,692,000 | 116 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,957,000 | 119 |
| Number of Managed Accounts | $1,935,000 | 92 |
| Number of Non-Managed Accounts | $22,000 | 669 |
| Total fiduciary and related assets | $1,359,568,000 | 147 |
| Managed Assets ($) | $1,317,025,000 | 116 |
| Non-managed Assets ($) | $42,543,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,700,000 | 114 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,982,000 | 114 |
| Number of Managed Accounts | $1,959,000 | 88 |
| Number of Non-Managed Accounts | $23,000 | 318 |
| Total fiduciary and related assets | $1,306,564,000 | 142 |
| Managed Assets ($) | $1,265,479,000 | 113 |
| Non-managed Assets ($) | $41,085,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,014,000 | 112 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,024,000 | 111 |
| Number of Managed Accounts | $2,001,000 | 84 |
| Number of Non-Managed Accounts | $23,000 | 317 |
| Total fiduciary and related assets | $1,306,924,000 | 141 |
| Managed Assets ($) | $1,266,700,000 | 111 |
| Non-managed Assets ($) | $40,224,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,371,000 | 111 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,079,000 | 109 |
| Number of Managed Accounts | $2,022,000 | 82 |
| Number of Non-Managed Accounts | $57,000 | 262 |
| Total fiduciary and related assets | $1,357,466,000 | 141 |
| Managed Assets ($) | $1,314,613,000 | 109 |
| Non-managed Assets ($) | $42,853,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,693,000 | 111 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,095,000 | 108 |
| Number of Managed Accounts | $2,033,000 | 78 |
| Number of Non-Managed Accounts | $62,000 | 429 |
| Total fiduciary and related assets | $1,334,741,000 | 142 |
| Managed Assets ($) | $1,287,497,000 | 108 |
| Non-managed Assets ($) | $47,244,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,628,000 | 104 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,153,000 | 103 |
| Number of Managed Accounts | $2,089,000 | 78 |
| Number of Non-Managed Accounts | $64,000 | 242 |
| Total fiduciary and related assets | $1,374,952,000 | 135 |
| Managed Assets ($) | $1,326,629,000 | 106 |
| Non-managed Assets ($) | $48,323,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,910,000 | 104 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,201,000 | 100 |
| Number of Managed Accounts | $2,128,000 | 77 |
| Number of Non-Managed Accounts | $73,000 | 222 |
| Total fiduciary and related assets | $1,349,214,000 | 136 |
| Managed Assets ($) | $1,299,009,000 | 103 |
| Non-managed Assets ($) | $50,205,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,330,000 | 104 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,255,000 | 94 |
| Number of Managed Accounts | $2,181,000 | 74 |
| Number of Non-Managed Accounts | $74,000 | 221 |
| Total fiduciary and related assets | $1,391,939,000 | 135 |
| Managed Assets ($) | $1,338,565,000 | 103 |
| Non-managed Assets ($) | $53,374,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,703,000 | 103 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,506,000 | 147 |
| Number of Managed Accounts | $1,455,000 | 110 |
| Number of Non-Managed Accounts | $51,000 | 484 |
| Total fiduciary and related assets | $951,461,000 | 154 |
| Managed Assets ($) | $933,916,000 | 125 |
| Non-managed Assets ($) | $17,545,000 | 503 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,636,000 | 115 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,526,000 | 141 |
| Number of Managed Accounts | $1,475,000 | 110 |
| Number of Non-Managed Accounts | $51,000 | 269 |
| Total fiduciary and related assets | $914,770,000 | 157 |
| Managed Assets ($) | $897,951,000 | 124 |
| Non-managed Assets ($) | $16,819,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,731,000 | 116 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,542,000 | 143 |
| Number of Managed Accounts | $1,490,000 | 112 |
| Number of Non-Managed Accounts | $52,000 | 271 |
| Total fiduciary and related assets | $948,632,000 | 158 |
| Managed Assets ($) | $928,456,000 | 128 |
| Non-managed Assets ($) | $20,176,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,836,000 | 117 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,568,000 | 137 |
| Number of Managed Accounts | $1,471,000 | 106 |
| Number of Non-Managed Accounts | $97,000 | 210 |
| Total fiduciary and related assets | $945,230,000 | 160 |
| Managed Assets ($) | $857,233,000 | 135 |
| Non-managed Assets ($) | $87,997,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,909,000 | 114 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,551,000 | 145 |
| Number of Managed Accounts | $1,451,000 | 108 |
| Number of Non-Managed Accounts | $100,000 | 336 |
| Total fiduciary and related assets | $985,575,000 | 157 |
| Managed Assets ($) | $902,389,000 | 130 |
| Non-managed Assets ($) | $83,186,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,543,000 | 111 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,597,000 | 133 |
| Number of Managed Accounts | $1,494,000 | 102 |
| Number of Non-Managed Accounts | $103,000 | 209 |
| Total fiduciary and related assets | $973,754,000 | 153 |
| Managed Assets ($) | $894,875,000 | 129 |
| Non-managed Assets ($) | $78,879,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,585,000 | 111 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,620,000 | 134 |
| Number of Managed Accounts | $1,510,000 | 97 |
| Number of Non-Managed Accounts | $110,000 | 204 |
| Total fiduciary and related assets | $925,458,000 | 154 |
| Managed Assets ($) | $850,187,000 | 124 |
| Non-managed Assets ($) | $75,271,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,730,000 | 110 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,645,000 | 131 |
| Number of Managed Accounts | $1,532,000 | 94 |
| Number of Non-Managed Accounts | $113,000 | 203 |
| Total fiduciary and related assets | $952,061,000 | 154 |
| Managed Assets ($) | $871,563,000 | 125 |
| Non-managed Assets ($) | $80,498,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,875,000 | 110 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,665,000 | 138 |
| Number of Managed Accounts | $1,529,000 | 97 |
| Number of Non-Managed Accounts | $136,000 | 282 |
| Total fiduciary and related assets | $955,757,000 | 155 |
| Managed Assets ($) | $858,753,000 | 128 |
| Non-managed Assets ($) | $97,004,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,374,000 | 108 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,752,000 | 120 |
| Number of Managed Accounts | $1,582,000 | 94 |
| Number of Non-Managed Accounts | $170,000 | 167 |
| Total fiduciary and related assets | $1,001,771,000 | 154 |
| Managed Assets ($) | $765,466,000 | 137 |
| Non-managed Assets ($) | $236,305,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,431,000 | 108 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,787,000 | 118 |
| Number of Managed Accounts | $1,609,000 | 95 |
| Number of Non-Managed Accounts | $178,000 | 167 |
| Total fiduciary and related assets | $967,192,000 | 157 |
| Managed Assets ($) | $744,954,000 | 135 |
| Non-managed Assets ($) | $222,238,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,574,000 | 111 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,846,000 | 114 |
| Number of Managed Accounts | $1,659,000 | 92 |
| Number of Non-Managed Accounts | $187,000 | 163 |
| Total fiduciary and related assets | $929,392,000 | 157 |
| Managed Assets ($) | $732,723,000 | 134 |
| Non-managed Assets ($) | $196,669,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,780,000 | 109 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,910,000 | 125 |
| Number of Managed Accounts | $1,698,000 | 95 |
| Number of Non-Managed Accounts | $212,000 | 218 |
| Total fiduciary and related assets | $1,006,205,000 | 154 |
| Managed Assets ($) | $784,595,000 | 131 |
| Non-managed Assets ($) | $221,610,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,492,000 | 109 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,103,000 | 109 |
| Number of Managed Accounts | $1,883,000 | 88 |
| Number of Non-Managed Accounts | $220,000 | 160 |
| Total fiduciary and related assets | $1,079,309,000 | 158 |
| Managed Assets ($) | $840,303,000 | 136 |
| Non-managed Assets ($) | $239,006,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,657,000 | 109 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,256,000 | 105 |
| Number of Managed Accounts | $2,019,000 | 85 |
| Number of Non-Managed Accounts | $237,000 | 161 |
| Total fiduciary and related assets | $1,164,032,000 | 162 |
| Managed Assets ($) | $907,357,000 | 136 |
| Non-managed Assets ($) | $256,675,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,628,000 | 110 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,408,000 | 99 |
| Number of Managed Accounts | $2,147,000 | 83 |
| Number of Non-Managed Accounts | $261,000 | 152 |
| Total fiduciary and related assets | $1,216,018,000 | 159 |
| Managed Assets ($) | $948,005,000 | 136 |
| Non-managed Assets ($) | $268,013,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,346,000 | 108 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,570,000 | 97 |
| Number of Managed Accounts | $2,296,000 | 77 |
| Number of Non-Managed Accounts | $274,000 | 200 |
| Total fiduciary and related assets | $1,300,965,000 | 155 |
| Managed Assets ($) | $1,023,816,000 | 128 |
| Non-managed Assets ($) | $277,149,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,687,000 | 120 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,295,000 | 165 |
| Number of Managed Accounts | $1,164,000 | 137 |
| Number of Non-Managed Accounts | $131,000 | 200 |
| Total fiduciary and related assets | $891,874,000 | 190 |
| Managed Assets ($) | $632,079,000 | 172 |
| Non-managed Assets ($) | $259,795,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,092,000 | 128 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,309,000 | 165 |
| Number of Managed Accounts | $1,168,000 | 139 |
| Number of Non-Managed Accounts | $141,000 | 203 |
| Total fiduciary and related assets | $896,054,000 | 194 |
| Managed Assets ($) | $638,510,000 | 177 |
| Non-managed Assets ($) | $257,544,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,446,000 | 134 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,314,000 | 161 |
| Number of Managed Accounts | $1,176,000 | 138 |
| Number of Non-Managed Accounts | $138,000 | 206 |
| Total fiduciary and related assets | $888,250,000 | 190 |
| Managed Assets ($) | $630,053,000 | 173 |
| Non-managed Assets ($) | $258,197,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,640,000 | 136 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,328,000 | 172 |
| Number of Managed Accounts | $1,183,000 | 138 |
| Number of Non-Managed Accounts | $145,000 | 290 |
| Total fiduciary and related assets | $890,502,000 | 190 |
| Managed Assets ($) | $617,442,000 | 178 |
| Non-managed Assets ($) | $273,060,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,355,000 | 131 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,346,000 | 163 |
| Number of Managed Accounts | $1,194,000 | 137 |
| Number of Non-Managed Accounts | $152,000 | 203 |
| Total fiduciary and related assets | $861,707,000 | 197 |
| Managed Assets ($) | $601,700,000 | 180 |
| Non-managed Assets ($) | $260,007,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,715,000 | 138 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,361,000 | 166 |
| Number of Managed Accounts | $1,209,000 | 139 |
| Number of Non-Managed Accounts | $152,000 | 208 |
| Total fiduciary and related assets | $842,297,000 | 206 |
| Managed Assets ($) | $587,811,000 | 186 |
| Non-managed Assets ($) | $254,486,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,124,000 | 145 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,373,000 | 163 |
| Number of Managed Accounts | $1,232,000 | 138 |
| Number of Non-Managed Accounts | $141,000 | 216 |
| Total fiduciary and related assets | $863,941,000 | 204 |
| Managed Assets ($) | $629,853,000 | 182 |
| Non-managed Assets ($) | $234,088,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,547,000 | 142 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,200,000 | 188 |
| Number of Managed Accounts | $1,054,000 | 155 |
| Number of Non-Managed Accounts | $146,000 | 305 |
| Total fiduciary and related assets | $846,310,000 | 204 |
| Managed Assets ($) | $619,100,000 | 185 |
| Non-managed Assets ($) | $227,210,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,084,000 | 140 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,415,000 | 150 |
| Number of Managed Accounts | $1,250,000 | 129 |
| Number of Non-Managed Accounts | $165,000 | 203 |
| Total fiduciary and related assets | $837,749,000 | 205 |
| Managed Assets ($) | $614,151,000 | 182 |
| Non-managed Assets ($) | $223,598,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,570,000 | 138 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,453,000 | 149 |
| Number of Managed Accounts | $1,279,000 | 124 |
| Number of Non-Managed Accounts | $174,000 | 201 |
| Total fiduciary and related assets | $841,754,000 | 200 |
| Managed Assets ($) | $609,189,000 | 180 |
| Non-managed Assets ($) | $232,565,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,032,000 | 140 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,464,000 | 152 |
| Number of Managed Accounts | $1,280,000 | 124 |
| Number of Non-Managed Accounts | $184,000 | 195 |
| Total fiduciary and related assets | $852,673,000 | 197 |
| Managed Assets ($) | $590,706,000 | 186 |
| Non-managed Assets ($) | $261,967,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,524,000 | 142 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,486,000 | 163 |
| Number of Managed Accounts | $1,294,000 | 126 |
| Number of Non-Managed Accounts | $192,000 | 269 |
| Total fiduciary and related assets | $866,342,000 | 194 |
| Managed Assets ($) | $595,762,000 | 181 |
| Non-managed Assets ($) | $270,580,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,319,000 | 131 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,518,000 | 149 |
| Number of Managed Accounts | $1,316,000 | 123 |
| Number of Non-Managed Accounts | $202,000 | 187 |
| Total fiduciary and related assets | $837,792,000 | 191 |
| Managed Assets ($) | $588,194,000 | 177 |
| Non-managed Assets ($) | $249,598,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,308,000 | 136 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,582,000 | 139 |
| Number of Managed Accounts | $1,348,000 | 121 |
| Number of Non-Managed Accounts | $234,000 | 180 |
| Total fiduciary and related assets | $830,484,000 | 193 |
| Managed Assets ($) | $583,567,000 | 179 |
| Non-managed Assets ($) | $246,917,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,847,000 | 143 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,659,000 | 133 |
| Number of Managed Accounts | $1,407,000 | 116 |
| Number of Non-Managed Accounts | $252,000 | 169 |
| Total fiduciary and related assets | $846,079,000 | 192 |
| Managed Assets ($) | $596,195,000 | 179 |
| Non-managed Assets ($) | $249,884,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,000 | 138 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,736,000 | 145 |
| Number of Managed Accounts | $1,489,000 | 119 |
| Number of Non-Managed Accounts | $247,000 | 241 |
| Total fiduciary and related assets | $842,534,000 | 198 |
| Managed Assets ($) | $601,406,000 | 182 |
| Non-managed Assets ($) | $241,128,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,851,000 | 138 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,762,000 | 138 |
| Number of Managed Accounts | $1,509,000 | 118 |
| Number of Non-Managed Accounts | $253,000 | 184 |
| Total fiduciary and related assets | $807,951,000 | 204 |
| Managed Assets ($) | $579,867,000 | 185 |
| Non-managed Assets ($) | $228,084,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,422,000 | 146 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,886,000 | 132 |
| Number of Managed Accounts | $1,622,000 | 115 |
| Number of Non-Managed Accounts | $264,000 | 182 |
| Total fiduciary and related assets | $804,112,000 | 208 |
| Managed Assets ($) | $583,198,000 | 185 |
| Non-managed Assets ($) | $220,914,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,970,000 | 148 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,971,000 | 138 |
| Number of Managed Accounts | $1,566,000 | 125 |
| Number of Non-Managed Accounts | $405,000 | 158 |
| Total fiduciary and related assets | $758,929,000 | 215 |
| Managed Assets ($) | $502,272,000 | 198 |
| Non-managed Assets ($) | $256,657,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,532,000 | 149 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,165,000 | 136 |
| Number of Managed Accounts | $1,643,000 | 123 |
| Number of Non-Managed Accounts | $522,000 | 151 |
| Total fiduciary and related assets | $792,864,000 | 210 |
| Managed Assets ($) | $504,083,000 | 197 |
| Non-managed Assets ($) | $288,781,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,887,000 | 169 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,184,000 | 120 |
| Number of Managed Accounts | $1,734,000 | 102 |
| Number of Non-Managed Accounts | $450,000 | 158 |
| Total fiduciary and related assets | $824,780,000 | 192 |
| Managed Assets ($) | $605,788,000 | 165 |
| Non-managed Assets ($) | $218,992,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,084,000 | 164 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,380,000 | 266 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,518,000 | 372 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,376,000 | 390 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,268,000 | 410 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 458 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,202,000 | 492 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,056,000 | 515 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,041,000 | 534 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,088,000 | 532 |