Home > Bank of Guam > Fiduciary and Related Services
Bank of Guam, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $109,000 | 626 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $109,000 | 247 |
| Total fiduciary and related assets | $542,167,000 | 331 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $542,167,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,880,000 | 296 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $108,000 | 365 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $108,000 | 188 |
| Total fiduciary and related assets | $675,250,000 | 278 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $675,250,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,871,000 | 296 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $108,000 | 435 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $108,000 | 208 |
| Total fiduciary and related assets | $616,053,000 | 305 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $616,053,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,810,000 | 299 |
| 2023-03-31 | 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 | $105,000 | 374 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $105,000 | 191 |
| Total fiduciary and related assets | $629,208,000 | 287 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $629,208,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $846,000 | 320 |
| 2022-12-31 | 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 | $107,000 | 656 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $107,000 | 247 |
| Total fiduciary and related assets | $563,555,000 | 327 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $563,555,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,617,000 | 367 |
| 2022-09-30 | 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 | $107,000 | 390 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $107,000 | 192 |
| Total fiduciary and related assets | $610,099,000 | 294 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $610,099,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,676,000 | 398 |
| 2022-06-30 | 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 | $108,000 | 422 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $108,000 | 186 |
| Total fiduciary and related assets | $567,392,000 | 284 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $567,392,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $815,000 | 402 |
| 2022-03-31 | 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 | $115,000 | 352 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $115,000 | 171 |
| Total fiduciary and related assets | $617,223,000 | 264 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $617,223,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,000 | 617 |
| 2021-12-31 | 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 | $115,000 | 618 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $115,000 | 223 |
| Total fiduciary and related assets | $604,465,000 | 294 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $604,465,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $671,000 | 540 |
| 2021-09-30 | 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 | $114,000 | 337 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $114,000 | 167 |
| Total fiduciary and related assets | $737,125,000 | 243 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $737,125,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $437,000 | 553 |
| 2021-06-30 | 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 | $114,000 | 400 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $114,000 | 176 |
| Total fiduciary and related assets | $648,396,000 | 272 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $648,396,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $302,000 | 549 |
| 2021-03-31 | 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 | $116,000 | 338 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $116,000 | 172 |
| Total fiduciary and related assets | $708,565,000 | 246 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $708,565,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,000 | 551 |
| 2020-12-31 | 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 | $116,000 | 625 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $116,000 | 229 |
| Total fiduciary and related assets | $709,576,000 | 251 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $709,576,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,695,000 | 380 |
| 2020-09-30 | 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 | $126,000 | 338 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $126,000 | 168 |
| Total fiduciary and related assets | $850,520,000 | 223 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $850,520,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,406,000 | 360 |
| 2020-06-30 | 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 | $125,000 | 395 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $125,000 | 182 |
| Total fiduciary and related assets | $779,940,000 | 229 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $779,940,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 331 |
| 2020-03-31 | 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 | $122,000 | 340 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $122,000 | 178 |
| Total fiduciary and related assets | $679,927,000 | 226 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $679,927,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $635,000 | 308 |
| 2019-12-31 | 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 | $126,000 | 620 |
| Number of Managed Accounts | $0 | 1,068 |
| Number of Non-Managed Accounts | $126,000 | 236 |
| Total fiduciary and related assets | $669,868,000 | 254 |
| Managed Assets ($) | $0 | 1,068 |
| Non-managed Assets ($) | $669,868,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,674,000 | 297 |
| 2019-09-30 | 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 | $123,000 | 347 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $123,000 | 174 |
| Total fiduciary and related assets | $742,782,000 | 227 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $742,782,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,957,000 | 301 |
| 2019-06-30 | 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 | $115,000 | 386 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $115,000 | 185 |
| Total fiduciary and related assets | $686,642,000 | 239 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $686,642,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,241,000 | 312 |
| 2019-03-31 | 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 | $115,000 | 391 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $115,000 | 190 |
| Total fiduciary and related assets | $683,036,000 | 237 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $683,036,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $628,000 | 306 |
| 2018-12-31 | 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 | $114,000 | 656 |
| Number of Managed Accounts | $0 | 1,111 |
| Number of Non-Managed Accounts | $114,000 | 247 |
| Total fiduciary and related assets | $648,647,000 | 238 |
| Managed Assets ($) | $0 | 1,111 |
| Non-managed Assets ($) | $648,647,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,548,000 | 309 |
| 2018-09-30 | 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 | $113,000 | 392 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $113,000 | 189 |
| Total fiduciary and related assets | $772,048,000 | 227 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $772,048,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,867,000 | 312 |
| 2018-06-30 | 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 | $105,000 | 396 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $105,000 | 194 |
| Total fiduciary and related assets | $675,573,000 | 240 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $675,573,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 335 |
| 2018-03-31 | 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 | $103,000 | 398 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $103,000 | 201 |
| Total fiduciary and related assets | $699,481,000 | 236 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $699,481,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $200,000 | 508 |
| 2017-12-31 | 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 | $104,000 | 682 |
| Number of Managed Accounts | $0 | 1,139 |
| Number of Non-Managed Accounts | $104,000 | 263 |
| Total fiduciary and related assets | $662,789,000 | 245 |
| Managed Assets ($) | $0 | 1,139 |
| Non-managed Assets ($) | $662,789,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $992,000 | 459 |
| 2017-09-30 | 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 | $102,000 | 394 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $102,000 | 199 |
| Total fiduciary and related assets | $728,003,000 | 225 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $728,003,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $713,000 | 469 |
| 2017-06-30 | 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 | $114,000 | 393 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $114,000 | 192 |
| Total fiduciary and related assets | $703,727,000 | 227 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $703,727,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 477 |
| 2017-03-31 | 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 | $118,000 | 395 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $118,000 | 185 |
| Total fiduciary and related assets | $750,008,000 | 220 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $750,008,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $196,000 | 509 |
| 2016-12-31 | 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 | $117,000 | 683 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $117,000 | 251 |
| Total fiduciary and related assets | $709,970,000 | 221 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $709,970,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $911,000 | 474 |
| 2016-09-30 | 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 | $123,000 | 397 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $123,000 | 185 |
| Total fiduciary and related assets | $791,182,000 | 211 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $791,182,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $599,000 | 494 |
| 2016-06-30 | 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 | $117,000 | 399 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $117,000 | 192 |
| Total fiduciary and related assets | $746,322,000 | 218 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $746,322,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $359,000 | 521 |
| 2016-03-31 | 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 | $116,000 | 401 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $116,000 | 193 |
| Total fiduciary and related assets | $738,146,000 | 215 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $738,146,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,000 | 580 |
| 2015-12-31 | 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 | $114,000 | 701 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $114,000 | 257 |
| Total fiduciary and related assets | $554,705,000 | 257 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $554,705,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 566 |
| 2015-09-30 | 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 | $113,000 | 398 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $113,000 | 190 |
| Total fiduciary and related assets | $588,021,000 | 245 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $588,021,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $412,000 | 576 |
| 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 | $111,000 | 402 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $111,000 | 190 |
| Total fiduciary and related assets | $551,938,000 | 262 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $551,938,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,000 | 620 |
| 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 | $105,000 | 401 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $105,000 | 193 |
| Total fiduciary and related assets | $588,546,000 | 258 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $588,546,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,000 | 713 |
| 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 | $107,000 | 737 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $107,000 | 276 |
| Total fiduciary and related assets | $605,519,000 | 249 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $605,519,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $492,000 | 616 |
| 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 | $110,000 | 401 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $110,000 | 190 |
| Total fiduciary and related assets | $669,878,000 | 233 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $669,878,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $314,000 | 640 |
| 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 | $116,000 | 401 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $116,000 | 184 |
| Total fiduciary and related assets | $648,733,000 | 237 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $648,733,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,000 | 701 |
| 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 | $107,000 | 406 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $107,000 | 202 |
| Total fiduciary and related assets | $617,304,000 | 239 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $617,304,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,000 | 769 |
| 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 | $116,000 | 723 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $116,000 | 278 |
| Total fiduciary and related assets | $641,641,000 | 231 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $641,641,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $616,000 | 562 |
| 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 | $112,000 | 385 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $112,000 | 200 |
| Total fiduciary and related assets | $595,583,000 | 240 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $595,583,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $429,000 | 575 |
| 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 | $112,000 | 387 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $112,000 | 205 |
| Total fiduciary and related assets | $428,301,000 | 275 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $428,301,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $264,000 | 595 |
| 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 | $119,000 | 388 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $119,000 | 198 |
| Total fiduciary and related assets | $472,402,000 | 260 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $472,402,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,000 | 628 |
| 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 | $118,000 | 739 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $118,000 | 287 |
| Total fiduciary and related assets | $498,442,000 | 255 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $498,442,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $811,000 | 499 |
| 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 | $113,000 | 370 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $113,000 | 193 |
| Total fiduciary and related assets | $573,533,000 | 235 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $573,533,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $533,000 | 529 |
| 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 | $113,000 | 371 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $113,000 | 192 |
| Total fiduciary and related assets | $571,498,000 | 230 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $571,498,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $337,000 | 548 |
| 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 | $126,000 | 369 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $126,000 | 187 |
| Total fiduciary and related assets | $532,075,000 | 234 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $532,075,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $146,000 | 583 |
| 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 | $140,000 | 702 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $140,000 | 257 |
| Total fiduciary and related assets | $549,167,000 | 221 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $549,167,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $698,000 | 494 |
| 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 | $122,000 | 378 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $122,000 | 190 |
| Total fiduciary and related assets | $612,446,000 | 202 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $612,446,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $443,000 | 525 |
| 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 | $117,000 | 386 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $117,000 | 197 |
| Total fiduciary and related assets | $571,739,000 | 216 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $571,739,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $298,000 | 533 |
| 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 | $115,000 | 388 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $115,000 | 199 |
| Total fiduciary and related assets | $510,535,000 | 237 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $510,535,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $143,000 | 539 |
| 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 | $121,000 | 772 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $121,000 | 299 |
| Total fiduciary and related assets | $522,019,000 | 231 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $522,019,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 466 |
| 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 | $120,000 | 374 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $120,000 | 201 |
| Total fiduciary and related assets | $499,860,000 | 233 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $499,860,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 512 |
| 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 | $120,000 | 374 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $120,000 | 200 |
| Total fiduciary and related assets | $304,611,000 | 294 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $304,611,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $236,000 | 565 |
| 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 | $248,000 | 356 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $248,000 | 148 |
| Total fiduciary and related assets | $647,552,000 | 199 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $647,552,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $100,000 | 616 |
| 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 | $128,000 | 765 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $128,000 | 294 |
| Total fiduciary and related assets | $331,337,000 | 293 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $331,337,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 501 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $421,000 | 523 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $276,000 | 529 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $107,000 | 585 |
| 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 | $121,000 | 804 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $121,000 | 316 |
| Total fiduciary and related assets | $152,055,000 | 444 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $152,055,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 465 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $543,000 | 489 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 491 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,000 | 547 |
| 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 | $153,000 | 749 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $153,000 | 279 |
| Total fiduciary and related assets | $227,404,000 | 408 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $227,404,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $687,000 | 518 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $439,000 | 556 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $307,000 | 549 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $148,000 | 571 |
| 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 | $135,000 | 791 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $135,000 | 307 |
| Total fiduciary and related assets | $191,590,000 | 442 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $191,590,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $693,000 | 504 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 542 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $337,000 | 513 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,000 | 495 |
| 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 | $121,000 | 845 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $121,000 | 344 |
| Total fiduciary and related assets | $231,331,000 | 386 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $231,331,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $547,000 | 563 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $410,000 | 553 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $296,000 | 540 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $140,000 | 566 |
| 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 | $117,000 | 879 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $117,000 | 373 |
| Total fiduciary and related assets | $179,165,000 | 433 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $179,165,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $752,000 | 439 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $508,000 | 467 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $358,000 | 453 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,000 | 503 |
| 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 | $157,000 | 788 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $157,000 | 321 |
| Total fiduciary and related assets | $214,369,000 | 405 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $214,369,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $746,000 | 443 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $543,000 | 458 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $346,000 | 476 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,000 | 566 |
| 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 | $124,000 | 875 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $124,000 | 380 |
| Total fiduciary and related assets | $214,288,000 | 402 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $214,288,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 470 |
| 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 | $121,000 | 846 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $121,000 | 375 |
| Total fiduciary and related assets | $287,060,000 | 333 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $287,060,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $701,000 | 491 |
| 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 | $692,000 | 505 |
| 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 | $821,000 | 507 |
| 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 | $970,000 | 470 |
| 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 | $1,333,000 | 401 |
| 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 | $1,559,000 | 400 |
| 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 | $1,260,000 | 478 |
| 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 | $1,286,000 | 464 |
| 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 | $1,404,000 | 462 |
| 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 | $1,052,000 | 540 |