Home > Bangor Savings Bank > Fiduciary and Related Services
Bangor Savings Bank, 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 | $2,568,000 | 115 |
| Number of Managed Accounts | $2,517,000 | 88 |
| Number of Non-Managed Accounts | $51,000 | 376 |
| Total fiduciary and related assets | $3,343,419,000 | 134 |
| Managed Assets ($) | $1,864,545,000 | 145 |
| Non-managed Assets ($) | $1,478,874,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,060,000 | 190 |
| 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 | $2,471,000 | 115 |
| Number of Managed Accounts | $2,420,000 | 90 |
| Number of Non-Managed Accounts | $51,000 | 254 |
| Total fiduciary and related assets | $3,116,367,000 | 136 |
| Managed Assets ($) | $1,705,030,000 | 147 |
| Non-managed Assets ($) | $1,411,337,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,764,000 | 190 |
| 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 | $2,416,000 | 115 |
| Number of Managed Accounts | $2,365,000 | 90 |
| Number of Non-Managed Accounts | $51,000 | 284 |
| Total fiduciary and related assets | $3,201,854,000 | 133 |
| Managed Assets ($) | $1,722,034,000 | 142 |
| Non-managed Assets ($) | $1,479,820,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,452,000 | 186 |
| 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 | $2,455,000 | 121 |
| Number of Managed Accounts | $2,409,000 | 95 |
| Number of Non-Managed Accounts | $46,000 | 265 |
| Total fiduciary and related assets | $3,538,061,000 | 133 |
| Managed Assets ($) | $2,607,397,000 | 115 |
| Non-managed Assets ($) | $930,664,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,168,000 | 193 |
| 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 | $2,323,000 | 128 |
| Number of Managed Accounts | $2,279,000 | 101 |
| Number of Non-Managed Accounts | $44,000 | 418 |
| Total fiduciary and related assets | $3,931,856,000 | 128 |
| Managed Assets ($) | $3,638,864,000 | 95 |
| Non-managed Assets ($) | $292,992,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,469,000 | 199 |
| 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 | $2,319,000 | 126 |
| Number of Managed Accounts | $2,269,000 | 102 |
| Number of Non-Managed Accounts | $50,000 | 262 |
| Total fiduciary and related assets | $3,882,539,000 | 120 |
| Managed Assets ($) | $3,602,773,000 | 91 |
| Non-managed Assets ($) | $279,766,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,386,000 | 199 |
| 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 | $2,281,000 | 111 |
| Number of Managed Accounts | $2,234,000 | 96 |
| Number of Non-Managed Accounts | $47,000 | 272 |
| Total fiduciary and related assets | $4,203,566,000 | 97 |
| Managed Assets ($) | $3,922,564,000 | 73 |
| Non-managed Assets ($) | $281,002,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,247,000 | 170 |
| 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 | $2,171,000 | 118 |
| Number of Managed Accounts | $2,120,000 | 101 |
| Number of Non-Managed Accounts | $51,000 | 233 |
| Total fiduciary and related assets | $4,348,365,000 | 99 |
| Managed Assets ($) | $4,052,624,000 | 76 |
| Non-managed Assets ($) | $295,741,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,140,000 | 173 |
| 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 | $2,102,000 | 123 |
| Number of Managed Accounts | $2,050,000 | 102 |
| Number of Non-Managed Accounts | $52,000 | 366 |
| Total fiduciary and related assets | $4,428,710,000 | 101 |
| Managed Assets ($) | $4,116,822,000 | 74 |
| Non-managed Assets ($) | $311,888,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,616,000 | 170 |
| 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 | $2,008,000 | 131 |
| Number of Managed Accounts | $1,955,000 | 108 |
| Number of Non-Managed Accounts | $53,000 | 230 |
| Total fiduciary and related assets | $4,316,507,000 | 103 |
| Managed Assets ($) | $4,001,886,000 | 74 |
| Non-managed Assets ($) | $314,621,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,405,000 | 170 |
| 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 | $1,930,000 | 135 |
| Number of Managed Accounts | $1,878,000 | 112 |
| Number of Non-Managed Accounts | $52,000 | 260 |
| Total fiduciary and related assets | $4,044,732,000 | 108 |
| Managed Assets ($) | $3,729,526,000 | 81 |
| Non-managed Assets ($) | $315,206,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,119,000 | 173 |
| 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 | $1,838,000 | 141 |
| Number of Managed Accounts | $1,773,000 | 119 |
| Number of Non-Managed Accounts | $65,000 | 217 |
| Total fiduciary and related assets | $3,570,612,000 | 113 |
| Managed Assets ($) | $3,266,748,000 | 89 |
| Non-managed Assets ($) | $303,864,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,934,000 | 181 |
| 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 | $1,728,000 | 148 |
| Number of Managed Accounts | $1,663,000 | 129 |
| Number of Non-Managed Accounts | $65,000 | 325 |
| Total fiduciary and related assets | $3,394,749,000 | 115 |
| Managed Assets ($) | $3,103,483,000 | 89 |
| Non-managed Assets ($) | $291,266,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,728,000 | 186 |
| 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 | $1,606,000 | 155 |
| Number of Managed Accounts | $1,542,000 | 134 |
| Number of Non-Managed Accounts | $64,000 | 222 |
| Total fiduciary and related assets | $2,640,866,000 | 123 |
| Managed Assets ($) | $2,364,551,000 | 100 |
| Non-managed Assets ($) | $276,315,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,946,000 | 183 |
| 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 | $1,574,000 | 159 |
| Number of Managed Accounts | $1,511,000 | 135 |
| Number of Non-Managed Accounts | $63,000 | 239 |
| Total fiduciary and related assets | $2,614,897,000 | 119 |
| Managed Assets ($) | $2,347,328,000 | 100 |
| Non-managed Assets ($) | $267,569,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,260,000 | 182 |
| 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 | $1,541,000 | 158 |
| Number of Managed Accounts | $1,482,000 | 138 |
| Number of Non-Managed Accounts | $59,000 | 229 |
| Total fiduciary and related assets | $2,499,654,000 | 116 |
| Managed Assets ($) | $2,254,090,000 | 96 |
| Non-managed Assets ($) | $245,564,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,646,000 | 186 |
| 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 | $1,530,000 | 163 |
| Number of Managed Accounts | $1,472,000 | 141 |
| Number of Non-Managed Accounts | $58,000 | 367 |
| Total fiduciary and related assets | $2,614,700,000 | 119 |
| Managed Assets ($) | $2,344,509,000 | 102 |
| Non-managed Assets ($) | $270,191,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,882,000 | 205 |
| 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 | $1,482,000 | 162 |
| Number of Managed Accounts | $1,425,000 | 140 |
| Number of Non-Managed Accounts | $57,000 | 234 |
| Total fiduciary and related assets | $2,530,658,000 | 120 |
| Managed Assets ($) | $2,264,739,000 | 104 |
| Non-managed Assets ($) | $265,919,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,322,000 | 204 |
| 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 | $1,425,000 | 167 |
| Number of Managed Accounts | $1,371,000 | 144 |
| Number of Non-Managed Accounts | $54,000 | 252 |
| Total fiduciary and related assets | $2,533,908,000 | 121 |
| Managed Assets ($) | $2,269,782,000 | 101 |
| Non-managed Assets ($) | $264,126,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,825,000 | 205 |
| 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 | $1,395,000 | 169 |
| Number of Managed Accounts | $1,341,000 | 145 |
| Number of Non-Managed Accounts | $54,000 | 257 |
| Total fiduciary and related assets | $2,461,720,000 | 122 |
| Managed Assets ($) | $2,218,309,000 | 102 |
| Non-managed Assets ($) | $243,411,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,376,000 | 210 |
| 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 | $1,378,000 | 172 |
| Number of Managed Accounts | $1,327,000 | 148 |
| Number of Non-Managed Accounts | $51,000 | 407 |
| Total fiduciary and related assets | $2,360,740,000 | 118 |
| Managed Assets ($) | $2,131,729,000 | 99 |
| Non-managed Assets ($) | $229,011,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,519,000 | 206 |
| 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 | $1,332,000 | 172 |
| Number of Managed Accounts | $1,282,000 | 147 |
| Number of Non-Managed Accounts | $50,000 | 265 |
| Total fiduciary and related assets | $2,405,224,000 | 121 |
| Managed Assets ($) | $2,162,739,000 | 100 |
| Non-managed Assets ($) | $242,485,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,186,000 | 202 |
| 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 | $1,323,000 | 173 |
| Number of Managed Accounts | $1,272,000 | 150 |
| Number of Non-Managed Accounts | $51,000 | 264 |
| Total fiduciary and related assets | $2,351,950,000 | 119 |
| Managed Assets ($) | $2,099,633,000 | 102 |
| Non-managed Assets ($) | $252,317,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,740,000 | 206 |
| 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 | $1,294,000 | 178 |
| Number of Managed Accounts | $1,242,000 | 151 |
| Number of Non-Managed Accounts | $52,000 | 266 |
| Total fiduciary and related assets | $2,250,437,000 | 124 |
| Managed Assets ($) | $1,997,894,000 | 105 |
| Non-managed Assets ($) | $252,543,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,373,000 | 205 |
| 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 | $1,253,000 | 188 |
| Number of Managed Accounts | $1,203,000 | 153 |
| Number of Non-Managed Accounts | $50,000 | 421 |
| Total fiduciary and related assets | $2,099,604,000 | 128 |
| Managed Assets ($) | $1,842,708,000 | 108 |
| Non-managed Assets ($) | $256,896,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,279,000 | 202 |
| 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 | $1,231,000 | 185 |
| Number of Managed Accounts | $1,175,000 | 155 |
| Number of Non-Managed Accounts | $56,000 | 252 |
| Total fiduciary and related assets | $2,087,330,000 | 128 |
| Managed Assets ($) | $1,835,852,000 | 108 |
| Non-managed Assets ($) | $251,478,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,965,000 | 201 |
| 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 | $1,203,000 | 187 |
| Number of Managed Accounts | $1,148,000 | 156 |
| Number of Non-Managed Accounts | $55,000 | 256 |
| Total fiduciary and related assets | $2,175,312,000 | 120 |
| Managed Assets ($) | $1,930,364,000 | 103 |
| Non-managed Assets ($) | $244,948,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,608,000 | 202 |
| 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 | $1,159,000 | 189 |
| Number of Managed Accounts | $1,104,000 | 158 |
| Number of Non-Managed Accounts | $55,000 | 259 |
| Total fiduciary and related assets | $2,150,530,000 | 120 |
| Managed Assets ($) | $1,910,803,000 | 102 |
| Non-managed Assets ($) | $239,727,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,326,000 | 198 |
| 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 | $1,147,000 | 193 |
| Number of Managed Accounts | $1,088,000 | 161 |
| Number of Non-Managed Accounts | $59,000 | 390 |
| Total fiduciary and related assets | $2,117,202,000 | 121 |
| Managed Assets ($) | $1,883,276,000 | 102 |
| Non-managed Assets ($) | $233,926,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,934,000 | 198 |
| 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 | $1,168,000 | 185 |
| Number of Managed Accounts | $1,075,000 | 160 |
| Number of Non-Managed Accounts | $93,000 | 202 |
| Total fiduciary and related assets | $2,104,095,000 | 122 |
| Managed Assets ($) | $1,868,599,000 | 101 |
| Non-managed Assets ($) | $235,496,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,769,000 | 195 |
| 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 | $1,185,000 | 188 |
| Number of Managed Accounts | $1,063,000 | 163 |
| Number of Non-Managed Accounts | $122,000 | 191 |
| Total fiduciary and related assets | $2,008,032,000 | 123 |
| Managed Assets ($) | $1,768,066,000 | 103 |
| Non-managed Assets ($) | $239,966,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,536,000 | 194 |
| 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 | $1,165,000 | 187 |
| Number of Managed Accounts | $1,043,000 | 163 |
| Number of Non-Managed Accounts | $122,000 | 186 |
| Total fiduciary and related assets | $1,979,298,000 | 124 |
| Managed Assets ($) | $1,740,420,000 | 102 |
| Non-managed Assets ($) | $238,878,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,349,000 | 187 |
| 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 | $1,150,000 | 197 |
| Number of Managed Accounts | $1,028,000 | 165 |
| Number of Non-Managed Accounts | $122,000 | 248 |
| Total fiduciary and related assets | $1,956,582,000 | 124 |
| Managed Assets ($) | $1,717,967,000 | 102 |
| Non-managed Assets ($) | $238,615,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,827,000 | 204 |
| 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 | $1,145,000 | 190 |
| Number of Managed Accounts | $1,023,000 | 161 |
| Number of Non-Managed Accounts | $122,000 | 184 |
| Total fiduciary and related assets | $1,906,887,000 | 123 |
| Managed Assets ($) | $1,660,261,000 | 100 |
| Non-managed Assets ($) | $246,626,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,689,000 | 204 |
| 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 | $1,135,000 | 192 |
| Number of Managed Accounts | $1,014,000 | 164 |
| Number of Non-Managed Accounts | $121,000 | 184 |
| Total fiduciary and related assets | $2,047,690,000 | 121 |
| Managed Assets ($) | $1,792,814,000 | 99 |
| Non-managed Assets ($) | $254,876,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,504,000 | 204 |
| 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 | $1,144,000 | 189 |
| Number of Managed Accounts | $1,020,000 | 162 |
| Number of Non-Managed Accounts | $124,000 | 184 |
| Total fiduciary and related assets | $1,897,426,000 | 127 |
| Managed Assets ($) | $1,643,086,000 | 103 |
| Non-managed Assets ($) | $254,340,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,283,000 | 201 |
| 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 | $1,116,000 | 198 |
| Number of Managed Accounts | $995,000 | 164 |
| Number of Non-Managed Accounts | $121,000 | 259 |
| Total fiduciary and related assets | $1,871,928,000 | 127 |
| Managed Assets ($) | $1,612,443,000 | 105 |
| Non-managed Assets ($) | $259,485,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,546,000 | 209 |
| 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 | $1,090,000 | 192 |
| Number of Managed Accounts | $982,000 | 168 |
| Number of Non-Managed Accounts | $108,000 | 191 |
| Total fiduciary and related assets | $1,773,275,000 | 129 |
| Managed Assets ($) | $1,545,848,000 | 105 |
| Non-managed Assets ($) | $227,427,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,400,000 | 208 |
| 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 | $1,053,000 | 202 |
| Number of Managed Accounts | $951,000 | 176 |
| Number of Non-Managed Accounts | $102,000 | 197 |
| Total fiduciary and related assets | $1,818,189,000 | 128 |
| Managed Assets ($) | $1,590,799,000 | 104 |
| Non-managed Assets ($) | $227,390,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,261,000 | 206 |
| 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 | $1,040,000 | 207 |
| Number of Managed Accounts | $965,000 | 171 |
| Number of Non-Managed Accounts | $75,000 | 234 |
| Total fiduciary and related assets | $1,786,492,000 | 127 |
| Managed Assets ($) | $1,574,818,000 | 105 |
| Non-managed Assets ($) | $211,674,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,142,000 | 204 |
| 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 | $987,000 | 222 |
| Number of Managed Accounts | $942,000 | 176 |
| Number of Non-Managed Accounts | $45,000 | 488 |
| Total fiduciary and related assets | $1,807,964,000 | 127 |
| Managed Assets ($) | $1,607,286,000 | 104 |
| Non-managed Assets ($) | $200,678,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,981,000 | 214 |
| 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 | $953,000 | 216 |
| Number of Managed Accounts | $908,000 | 174 |
| Number of Non-Managed Accounts | $45,000 | 277 |
| Total fiduciary and related assets | $1,779,057,000 | 123 |
| Managed Assets ($) | $1,601,969,000 | 98 |
| Non-managed Assets ($) | $177,088,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,002,000 | 206 |
| 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 | $941,000 | 211 |
| Number of Managed Accounts | $896,000 | 172 |
| Number of Non-Managed Accounts | $45,000 | 277 |
| Total fiduciary and related assets | $1,790,253,000 | 122 |
| Managed Assets ($) | $1,617,851,000 | 95 |
| Non-managed Assets ($) | $172,402,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,024,000 | 205 |
| 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 | $925,000 | 216 |
| Number of Managed Accounts | $880,000 | 173 |
| Number of Non-Managed Accounts | $45,000 | 280 |
| Total fiduciary and related assets | $1,794,100,000 | 124 |
| Managed Assets ($) | $1,623,929,000 | 96 |
| Non-managed Assets ($) | $170,171,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,042,000 | 200 |
| 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 | $922,000 | 228 |
| Number of Managed Accounts | $874,000 | 176 |
| Number of Non-Managed Accounts | $48,000 | 489 |
| Total fiduciary and related assets | $1,779,221,000 | 122 |
| Managed Assets ($) | $1,602,130,000 | 94 |
| Non-managed Assets ($) | $177,091,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,626,000 | 215 |
| 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 | $906,000 | 216 |
| Number of Managed Accounts | $854,000 | 177 |
| Number of Non-Managed Accounts | $52,000 | 258 |
| Total fiduciary and related assets | $1,670,046,000 | 124 |
| Managed Assets ($) | $1,490,110,000 | 97 |
| Non-managed Assets ($) | $179,936,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,727,000 | 214 |
| 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 | $904,000 | 213 |
| Number of Managed Accounts | $854,000 | 173 |
| Number of Non-Managed Accounts | $50,000 | 263 |
| Total fiduciary and related assets | $1,640,269,000 | 125 |
| Managed Assets ($) | $1,463,703,000 | 97 |
| Non-managed Assets ($) | $176,566,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,812,000 | 213 |
| 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 | $898,000 | 216 |
| Number of Managed Accounts | $850,000 | 171 |
| Number of Non-Managed Accounts | $48,000 | 262 |
| Total fiduciary and related assets | $1,571,295,000 | 128 |
| Managed Assets ($) | $1,406,086,000 | 98 |
| Non-managed Assets ($) | $165,209,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 212 |
| 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 | $761,000 | 262 |
| Number of Managed Accounts | $715,000 | 207 |
| Number of Non-Managed Accounts | $46,000 | 506 |
| Total fiduciary and related assets | $1,334,244,000 | 132 |
| Managed Assets ($) | $1,184,581,000 | 109 |
| Non-managed Assets ($) | $149,663,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,347,000 | 189 |
| 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 | $903,000 | 216 |
| Number of Managed Accounts | $856,000 | 169 |
| Number of Non-Managed Accounts | $47,000 | 273 |
| Total fiduciary and related assets | $1,309,066,000 | 133 |
| Managed Assets ($) | $1,157,052,000 | 109 |
| Non-managed Assets ($) | $152,014,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,534,000 | 186 |
| 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 | $877,000 | 221 |
| Number of Managed Accounts | $829,000 | 172 |
| Number of Non-Managed Accounts | $48,000 | 275 |
| Total fiduciary and related assets | $1,362,109,000 | 138 |
| Managed Assets ($) | $1,206,116,000 | 113 |
| Non-managed Assets ($) | $155,993,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,688,000 | 191 |
| 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 | $797,000 | 240 |
| Number of Managed Accounts | $759,000 | 187 |
| Number of Non-Managed Accounts | $38,000 | 288 |
| Total fiduciary and related assets | $1,356,852,000 | 135 |
| Managed Assets ($) | $1,200,732,000 | 108 |
| Non-managed Assets ($) | $156,120,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 190 |
| 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 | $781,000 | 268 |
| Number of Managed Accounts | $732,000 | 207 |
| Number of Non-Managed Accounts | $49,000 | 522 |
| Total fiduciary and related assets | $1,260,804,000 | 143 |
| Managed Assets ($) | $1,109,029,000 | 111 |
| Non-managed Assets ($) | $151,775,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,075,000 | 199 |
| 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 | $767,000 | 243 |
| Number of Managed Accounts | $720,000 | 197 |
| Number of Non-Managed Accounts | $47,000 | 270 |
| Total fiduciary and related assets | $1,224,619,000 | 143 |
| Managed Assets ($) | $1,075,909,000 | 109 |
| Non-managed Assets ($) | $148,710,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,318,000 | 197 |
| 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 | $486,000 | 302 |
| Number of Managed Accounts | $446,000 | 261 |
| Number of Non-Managed Accounts | $40,000 | 282 |
| Total fiduciary and related assets | $1,290,150,000 | 130 |
| Managed Assets ($) | $1,146,817,000 | 100 |
| Non-managed Assets ($) | $143,333,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,571,000 | 197 |
| 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 | $762,000 | 249 |
| Number of Managed Accounts | $721,000 | 197 |
| Number of Non-Managed Accounts | $41,000 | 285 |
| Total fiduciary and related assets | $1,287,455,000 | 137 |
| Managed Assets ($) | $1,142,829,000 | 105 |
| Non-managed Assets ($) | $144,626,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $796,000 | 197 |
| 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 | $770,000 | 276 |
| Number of Managed Accounts | $724,000 | 213 |
| Number of Non-Managed Accounts | $46,000 | 551 |
| Total fiduciary and related assets | $1,190,656,000 | 141 |
| Managed Assets ($) | $1,048,553,000 | 109 |
| Non-managed Assets ($) | $142,103,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,600,000 | 210 |
| 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 | $745,000 | 250 |
| Number of Managed Accounts | $702,000 | 203 |
| Number of Non-Managed Accounts | $43,000 | 267 |
| Total fiduciary and related assets | $748,905,000 | 182 |
| Managed Assets ($) | $613,022,000 | 158 |
| Non-managed Assets ($) | $135,883,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,915,000 | 210 |
| 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 | $708,000 | 258 |
| Number of Managed Accounts | $664,000 | 213 |
| Number of Non-Managed Accounts | $44,000 | 273 |
| Total fiduciary and related assets | $719,448,000 | 179 |
| Managed Assets ($) | $587,653,000 | 158 |
| Non-managed Assets ($) | $131,795,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,251,000 | 216 |
| 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 | $709,000 | 257 |
| Number of Managed Accounts | $664,000 | 210 |
| Number of Non-Managed Accounts | $45,000 | 271 |
| Total fiduciary and related assets | $610,731,000 | 196 |
| Managed Assets ($) | $556,207,000 | 157 |
| Non-managed Assets ($) | $54,524,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,000 | 218 |
| 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 | $706,000 | 297 |
| Number of Managed Accounts | $661,000 | 228 |
| Number of Non-Managed Accounts | $45,000 | 566 |
| Total fiduciary and related assets | $594,091,000 | 203 |
| Managed Assets ($) | $537,454,000 | 165 |
| Non-managed Assets ($) | $56,637,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,653,000 | 221 |
| 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 | $695,000 | 261 |
| Number of Managed Accounts | $650,000 | 214 |
| Number of Non-Managed Accounts | $45,000 | 286 |
| Total fiduciary and related assets | $609,375,000 | 211 |
| Managed Assets ($) | $545,747,000 | 169 |
| Non-managed Assets ($) | $63,628,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,062,000 | 222 |
| 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 | $684,000 | 272 |
| Number of Managed Accounts | $640,000 | 220 |
| Number of Non-Managed Accounts | $44,000 | 287 |
| Total fiduciary and related assets | $713,461,000 | 204 |
| Managed Assets ($) | $643,444,000 | 162 |
| Non-managed Assets ($) | $70,017,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,410,000 | 224 |
| 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 | $673,000 | 275 |
| Number of Managed Accounts | $622,000 | 226 |
| Number of Non-Managed Accounts | $51,000 | 283 |
| Total fiduciary and related assets | $638,798,000 | 221 |
| Managed Assets ($) | $570,134,000 | 177 |
| Non-managed Assets ($) | $68,664,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $748,000 | 223 |
| 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 | $663,000 | 304 |
| Number of Managed Accounts | $612,000 | 237 |
| Number of Non-Managed Accounts | $51,000 | 538 |
| Total fiduciary and related assets | $661,977,000 | 219 |
| Managed Assets ($) | $590,550,000 | 177 |
| Non-managed Assets ($) | $71,427,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,620,000 | 235 |
| 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 | $668,000 | 266 |
| Number of Managed Accounts | $616,000 | 222 |
| Number of Non-Managed Accounts | $52,000 | 268 |
| Total fiduciary and related assets | $646,057,000 | 225 |
| Managed Assets ($) | $578,540,000 | 181 |
| Non-managed Assets ($) | $67,517,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,937,000 | 238 |
| 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 | $647,000 | 278 |
| Number of Managed Accounts | $594,000 | 231 |
| Number of Non-Managed Accounts | $53,000 | 277 |
| Total fiduciary and related assets | $618,168,000 | 235 |
| Managed Assets ($) | $551,165,000 | 190 |
| Non-managed Assets ($) | $67,003,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 243 |
| 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 | $638,000 | 282 |
| Number of Managed Accounts | $585,000 | 234 |
| Number of Non-Managed Accounts | $53,000 | 274 |
| Total fiduciary and related assets | $575,697,000 | 240 |
| Managed Assets ($) | $510,111,000 | 198 |
| Non-managed Assets ($) | $65,586,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $614,000 | 250 |
| 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 | $649,000 | 315 |
| Number of Managed Accounts | $591,000 | 248 |
| Number of Non-Managed Accounts | $58,000 | 517 |
| Total fiduciary and related assets | $565,253,000 | 243 |
| Managed Assets ($) | $501,764,000 | 200 |
| Non-managed Assets ($) | $63,489,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,152,000 | 263 |
| 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 | $694,000 | 271 |
| Number of Managed Accounts | $587,000 | 236 |
| Number of Non-Managed Accounts | $107,000 | 225 |
| Total fiduciary and related assets | $556,088,000 | 245 |
| Managed Assets ($) | $492,278,000 | 203 |
| Non-managed Assets ($) | $63,810,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,581,000 | 271 |
| 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 | $584,000 | 299 |
| Number of Managed Accounts | $523,000 | 253 |
| Number of Non-Managed Accounts | $61,000 | 282 |
| Total fiduciary and related assets | $374,680,000 | 303 |
| Managed Assets ($) | $300,348,000 | 271 |
| Non-managed Assets ($) | $74,332,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,041,000 | 277 |
| 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 | $579,000 | 301 |
| Number of Managed Accounts | $520,000 | 258 |
| Number of Non-Managed Accounts | $59,000 | 288 |
| Total fiduciary and related assets | $349,489,000 | 312 |
| Managed Assets ($) | $287,136,000 | 276 |
| Non-managed Assets ($) | $62,353,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $530,000 | 270 |
| 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 | $587,000 | 339 |
| Number of Managed Accounts | $526,000 | 276 |
| Number of Non-Managed Accounts | $61,000 | 527 |
| Total fiduciary and related assets | $343,472,000 | 313 |
| Managed Assets ($) | $285,822,000 | 276 |
| Non-managed Assets ($) | $57,650,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,890,000 | 283 |
| 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 | $581,000 | 288 |
| Number of Managed Accounts | $512,000 | 254 |
| Number of Non-Managed Accounts | $69,000 | 274 |
| Total fiduciary and related assets | $336,671,000 | 307 |
| Managed Assets ($) | $281,340,000 | 271 |
| Non-managed Assets ($) | $55,331,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,427,000 | 273 |
| 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 | $581,000 | 293 |
| Number of Managed Accounts | $513,000 | 257 |
| Number of Non-Managed Accounts | $68,000 | 280 |
| Total fiduciary and related assets | $322,431,000 | 312 |
| Managed Assets ($) | $267,145,000 | 277 |
| Non-managed Assets ($) | $55,286,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $952,000 | 274 |
| 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 | $570,000 | 304 |
| Number of Managed Accounts | $502,000 | 262 |
| Number of Non-Managed Accounts | $68,000 | 278 |
| Total fiduciary and related assets | $349,579,000 | 301 |
| Managed Assets ($) | $294,904,000 | 259 |
| Non-managed Assets ($) | $54,675,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $472,000 | 274 |
| 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 | $568,000 | 350 |
| Number of Managed Accounts | $501,000 | 281 |
| Number of Non-Managed Accounts | $67,000 | 510 |
| Total fiduciary and related assets | $305,866,000 | 328 |
| Managed Assets ($) | $251,136,000 | 285 |
| Non-managed Assets ($) | $54,730,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,756,000 | 280 |
| 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 | $568,000 | 297 |
| Number of Managed Accounts | $500,000 | 255 |
| Number of Non-Managed Accounts | $68,000 | 278 |
| Total fiduciary and related assets | $307,918,000 | 312 |
| Managed Assets ($) | $236,974,000 | 284 |
| Non-managed Assets ($) | $70,944,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,320,000 | 282 |
| 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 | $559,000 | 304 |
| Number of Managed Accounts | $498,000 | 257 |
| Number of Non-Managed Accounts | $61,000 | 299 |
| Total fiduciary and related assets | $315,331,000 | 313 |
| Managed Assets ($) | $247,387,000 | 280 |
| Non-managed Assets ($) | $67,944,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000 | 286 |
| 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 | $555,000 | 306 |
| Number of Managed Accounts | $477,000 | 268 |
| Number of Non-Managed Accounts | $78,000 | 282 |
| Total fiduciary and related assets | $369,207,000 | 292 |
| Managed Assets ($) | $272,986,000 | 263 |
| Non-managed Assets ($) | $96,221,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $444,000 | 281 |
| 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 | $467,000 | 425 |
| Number of Managed Accounts | $450,000 | 320 |
| Number of Non-Managed Accounts | $17,000 | 893 |
| Total fiduciary and related assets | $436,316,000 | 275 |
| Managed Assets ($) | $376,488,000 | 231 |
| Non-managed Assets ($) | $59,828,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,834,000 | 273 |
| 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 | $477,000 | 338 |
| Number of Managed Accounts | $460,000 | 284 |
| Number of Non-Managed Accounts | $17,000 | 382 |
| Total fiduciary and related assets | $419,048,000 | 280 |
| Managed Assets ($) | $361,464,000 | 234 |
| Non-managed Assets ($) | $57,584,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,361,000 | 289 |
| 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 | $480,000 | 343 |
| Number of Managed Accounts | $463,000 | 283 |
| Number of Non-Managed Accounts | $17,000 | 390 |
| Total fiduciary and related assets | $406,103,000 | 291 |
| Managed Assets ($) | $328,349,000 | 245 |
| Non-managed Assets ($) | $77,754,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $910,000 | 293 |
| 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 | $491,000 | 339 |
| Number of Managed Accounts | $475,000 | 283 |
| Number of Non-Managed Accounts | $16,000 | 400 |
| Total fiduciary and related assets | $394,887,000 | 290 |
| Managed Assets ($) | $342,856,000 | 238 |
| Non-managed Assets ($) | $52,031,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $456,000 | 299 |
| 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 | $498,000 | 411 |
| Number of Managed Accounts | $481,000 | 319 |
| Number of Non-Managed Accounts | $17,000 | 908 |
| Total fiduciary and related assets | $394,244,000 | 293 |
| Managed Assets ($) | $337,275,000 | 244 |
| Non-managed Assets ($) | $56,969,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,920,000 | 289 |
| 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 | $544,000 | 363 |
| Number of Managed Accounts | $471,000 | 304 |
| Number of Non-Managed Accounts | $73,000 | 489 |
| Total fiduciary and related assets | $416,903,000 | 275 |
| Managed Assets ($) | $350,267,000 | 232 |
| Non-managed Assets ($) | $66,636,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,776,000 | 309 |
| 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 | $1,625,000 | 324 |
| 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 | $1,419,000 | 377 |
| 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 | $1,056,000 | 446 |
| 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 | $938,000 | 491 |
| 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 | $751,000 | 598 |
| 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 | $556,000 | 710 |
| 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 | $415,000 | 803 |
| 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 | $345,000 | 892 |
| 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 | $192,000 | 1,095 |