Home > Westamerica Bank > Fiduciary and Related Services
Westamerica 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 | $317,000 | 457 |
| Number of Managed Accounts | $315,000 | 399 |
| Number of Non-Managed Accounts | $2,000 | 743 |
| Total fiduciary and related assets | $441,635,000 | 358 |
| Managed Assets ($) | $439,775,000 | 318 |
| Non-managed Assets ($) | $1,860,000 | 656 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,122,000 | 328 |
| 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 | $325,000 | 333 |
| Number of Managed Accounts | $323,000 | 304 |
| Number of Non-Managed Accounts | $2,000 | 357 |
| Total fiduciary and related assets | $418,943,000 | 321 |
| Managed Assets ($) | $417,268,000 | 289 |
| Non-managed Assets ($) | $1,675,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,358,000 | 327 |
| 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 | $323,000 | 392 |
| Number of Managed Accounts | $321,000 | 354 |
| Number of Non-Managed Accounts | $2,000 | 421 |
| Total fiduciary and related assets | $436,505,000 | 351 |
| Managed Assets ($) | $434,786,000 | 308 |
| Non-managed Assets ($) | $1,719,000 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,575,000 | 322 |
| 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 | $326,000 | 339 |
| Number of Managed Accounts | $324,000 | 311 |
| Number of Non-Managed Accounts | $2,000 | 363 |
| Total fiduciary and related assets | $419,837,000 | 327 |
| Managed Assets ($) | $418,078,000 | 294 |
| Non-managed Assets ($) | $1,759,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $765,000 | 342 |
| 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 | $327,000 | 448 |
| Number of Managed Accounts | $325,000 | 397 |
| Number of Non-Managed Accounts | $2,000 | 783 |
| Total fiduciary and related assets | $407,456,000 | 369 |
| Managed Assets ($) | $405,823,000 | 325 |
| Non-managed Assets ($) | $1,633,000 | 700 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,216,000 | 331 |
| 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 | $326,000 | 349 |
| Number of Managed Accounts | $324,000 | 322 |
| Number of Non-Managed Accounts | $2,000 | 372 |
| Total fiduciary and related assets | $391,081,000 | 335 |
| Managed Assets ($) | $389,538,000 | 302 |
| Non-managed Assets ($) | $1,543,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,462,000 | 328 |
| 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 | $327,000 | 362 |
| Number of Managed Accounts | $325,000 | 335 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $410,423,000 | 314 |
| Managed Assets ($) | $408,804,000 | 278 |
| Non-managed Assets ($) | $1,619,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,652,000 | 293 |
| 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 | $330,000 | 313 |
| Number of Managed Accounts | $328,000 | 290 |
| Number of Non-Managed Accounts | $2,000 | 338 |
| Total fiduciary and related assets | $454,042,000 | 288 |
| Managed Assets ($) | $451,883,000 | 263 |
| Non-managed Assets ($) | $2,159,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $843,000 | 291 |
| 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 | $333,000 | 411 |
| Number of Managed Accounts | $331,000 | 364 |
| Number of Non-Managed Accounts | $2,000 | 759 |
| Total fiduciary and related assets | $472,886,000 | 320 |
| Managed Assets ($) | $470,624,000 | 281 |
| Non-managed Assets ($) | $2,262,000 | 651 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,311,000 | 292 |
| 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 | $338,000 | 310 |
| Number of Managed Accounts | $336,000 | 286 |
| Number of Non-Managed Accounts | $2,000 | 323 |
| Total fiduciary and related assets | $455,469,000 | 288 |
| Managed Assets ($) | $453,321,000 | 263 |
| Non-managed Assets ($) | $2,148,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,467,000 | 291 |
| 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 | $342,000 | 353 |
| Number of Managed Accounts | $340,000 | 326 |
| Number of Non-Managed Accounts | $2,000 | 384 |
| Total fiduciary and related assets | $454,457,000 | 316 |
| Managed Assets ($) | $452,297,000 | 279 |
| Non-managed Assets ($) | $2,160,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,628,000 | 292 |
| 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 | $344,000 | 312 |
| Number of Managed Accounts | $342,000 | 289 |
| Number of Non-Managed Accounts | $2,000 | 325 |
| Total fiduciary and related assets | $442,137,000 | 289 |
| Managed Assets ($) | $440,028,000 | 261 |
| Non-managed Assets ($) | $2,109,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $801,000 | 290 |
| 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 | $343,000 | 409 |
| Number of Managed Accounts | $341,000 | 357 |
| Number of Non-Managed Accounts | $2,000 | 776 |
| Total fiduciary and related assets | $431,268,000 | 318 |
| Managed Assets ($) | $429,301,000 | 279 |
| Non-managed Assets ($) | $1,967,000 | 667 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,012,000 | 288 |
| 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 | $344,000 | 311 |
| Number of Managed Accounts | $342,000 | 286 |
| Number of Non-Managed Accounts | $2,000 | 325 |
| Total fiduciary and related assets | $406,866,000 | 287 |
| Managed Assets ($) | $405,088,000 | 256 |
| Non-managed Assets ($) | $1,778,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,247,000 | 280 |
| 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 | $351,000 | 347 |
| Number of Managed Accounts | $348,000 | 317 |
| Number of Non-Managed Accounts | $3,000 | 374 |
| Total fiduciary and related assets | $393,169,000 | 316 |
| Managed Assets ($) | $391,484,000 | 277 |
| Non-managed Assets ($) | $1,685,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,491,000 | 282 |
| 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 | $358,000 | 306 |
| Number of Managed Accounts | $354,000 | 281 |
| Number of Non-Managed Accounts | $4,000 | 323 |
| Total fiduciary and related assets | $360,588,000 | 289 |
| Managed Assets ($) | $358,187,000 | 261 |
| Non-managed Assets ($) | $2,401,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $777,000 | 277 |
| 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 | $372,000 | 400 |
| Number of Managed Accounts | $366,000 | 340 |
| Number of Non-Managed Accounts | $6,000 | 714 |
| Total fiduciary and related assets | $413,004,000 | 316 |
| Managed Assets ($) | $410,216,000 | 276 |
| Non-managed Assets ($) | $2,788,000 | 649 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,963,000 | 280 |
| 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 | $375,000 | 309 |
| Number of Managed Accounts | $369,000 | 279 |
| Number of Non-Managed Accounts | $6,000 | 318 |
| Total fiduciary and related assets | $412,329,000 | 289 |
| Managed Assets ($) | $396,322,000 | 264 |
| Non-managed Assets ($) | $16,007,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,199,000 | 281 |
| 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 | $376,000 | 338 |
| Number of Managed Accounts | $370,000 | 305 |
| Number of Non-Managed Accounts | $6,000 | 352 |
| Total fiduciary and related assets | $405,170,000 | 311 |
| Managed Assets ($) | $389,187,000 | 279 |
| Non-managed Assets ($) | $15,983,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,466,000 | 286 |
| 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 | $384,000 | 337 |
| Number of Managed Accounts | $377,000 | 304 |
| Number of Non-Managed Accounts | $7,000 | 356 |
| Total fiduciary and related assets | $394,777,000 | 314 |
| Managed Assets ($) | $379,478,000 | 280 |
| Non-managed Assets ($) | $15,299,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 282 |
| 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 | $384,000 | 397 |
| Number of Managed Accounts | $376,000 | 334 |
| Number of Non-Managed Accounts | $8,000 | 707 |
| Total fiduciary and related assets | $387,782,000 | 311 |
| Managed Assets ($) | $371,512,000 | 273 |
| Non-managed Assets ($) | $16,270,000 | 475 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,938,000 | 282 |
| 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 | $386,000 | 337 |
| Number of Managed Accounts | $373,000 | 304 |
| Number of Non-Managed Accounts | $13,000 | 342 |
| Total fiduciary and related assets | $464,072,000 | 295 |
| Managed Assets ($) | $446,167,000 | 254 |
| Non-managed Assets ($) | $17,905,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,202,000 | 283 |
| 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 | $390,000 | 334 |
| Number of Managed Accounts | $377,000 | 305 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $445,450,000 | 300 |
| Managed Assets ($) | $427,619,000 | 261 |
| Non-managed Assets ($) | $17,831,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,469,000 | 286 |
| 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 | $395,000 | 338 |
| Number of Managed Accounts | $381,000 | 304 |
| Number of Non-Managed Accounts | $14,000 | 341 |
| Total fiduciary and related assets | $446,494,000 | 302 |
| Managed Assets ($) | $428,624,000 | 261 |
| Non-managed Assets ($) | $17,870,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $743,000 | 283 |
| 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 | $395,000 | 388 |
| Number of Managed Accounts | $381,000 | 330 |
| Number of Non-Managed Accounts | $14,000 | 648 |
| Total fiduciary and related assets | $451,549,000 | 297 |
| Managed Assets ($) | $433,743,000 | 262 |
| Non-managed Assets ($) | $17,806,000 | 479 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,875,000 | 282 |
| 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 | $393,000 | 331 |
| Number of Managed Accounts | $379,000 | 300 |
| Number of Non-Managed Accounts | $14,000 | 331 |
| Total fiduciary and related assets | $441,599,000 | 300 |
| Managed Assets ($) | $424,362,000 | 261 |
| Non-managed Assets ($) | $17,237,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,136,000 | 284 |
| 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 | $392,000 | 333 |
| Number of Managed Accounts | $378,000 | 300 |
| Number of Non-Managed Accounts | $14,000 | 333 |
| Total fiduciary and related assets | $426,915,000 | 300 |
| Managed Assets ($) | $410,170,000 | 263 |
| Non-managed Assets ($) | $16,745,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,418,000 | 281 |
| 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 | $398,000 | 331 |
| Number of Managed Accounts | $384,000 | 301 |
| Number of Non-Managed Accounts | $14,000 | 333 |
| Total fiduciary and related assets | $438,546,000 | 297 |
| Managed Assets ($) | $421,842,000 | 260 |
| Non-managed Assets ($) | $16,704,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $702,000 | 286 |
| 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 | $393,000 | 395 |
| Number of Managed Accounts | $380,000 | 324 |
| Number of Non-Managed Accounts | $13,000 | 686 |
| Total fiduciary and related assets | $422,623,000 | 296 |
| Managed Assets ($) | $406,882,000 | 259 |
| Non-managed Assets ($) | $15,741,000 | 500 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,686,000 | 281 |
| 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 | $392,000 | 336 |
| Number of Managed Accounts | $379,000 | 297 |
| Number of Non-Managed Accounts | $13,000 | 345 |
| Total fiduciary and related assets | $411,726,000 | 297 |
| Managed Assets ($) | $396,576,000 | 260 |
| Non-managed Assets ($) | $15,150,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,004,000 | 281 |
| 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 | $392,000 | 336 |
| Number of Managed Accounts | $380,000 | 295 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $406,050,000 | 302 |
| Managed Assets ($) | $391,312,000 | 263 |
| Non-managed Assets ($) | $14,738,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,318,000 | 284 |
| 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 | $396,000 | 337 |
| Number of Managed Accounts | $381,000 | 299 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $434,194,000 | 288 |
| Managed Assets ($) | $419,379,000 | 246 |
| Non-managed Assets ($) | $14,815,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $661,000 | 284 |
| 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 | $394,000 | 391 |
| Number of Managed Accounts | $378,000 | 321 |
| Number of Non-Managed Accounts | $16,000 | 683 |
| Total fiduciary and related assets | $433,968,000 | 289 |
| Managed Assets ($) | $416,040,000 | 250 |
| Non-managed Assets ($) | $17,928,000 | 481 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,732,000 | 285 |
| 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 | $394,000 | 334 |
| Number of Managed Accounts | $378,000 | 296 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $422,981,000 | 289 |
| Managed Assets ($) | $405,456,000 | 250 |
| Non-managed Assets ($) | $17,525,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,061,000 | 280 |
| 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 | $393,000 | 335 |
| Number of Managed Accounts | $376,000 | 301 |
| Number of Non-Managed Accounts | $17,000 | 340 |
| Total fiduciary and related assets | $437,004,000 | 292 |
| Managed Assets ($) | $418,900,000 | 254 |
| Non-managed Assets ($) | $18,104,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,378,000 | 287 |
| 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 | $392,000 | 339 |
| Number of Managed Accounts | $375,000 | 304 |
| Number of Non-Managed Accounts | $17,000 | 344 |
| Total fiduciary and related assets | $433,523,000 | 293 |
| Managed Assets ($) | $415,318,000 | 256 |
| Non-managed Assets ($) | $18,205,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $706,000 | 286 |
| 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 | $386,000 | 409 |
| Number of Managed Accounts | $369,000 | 337 |
| Number of Non-Managed Accounts | $17,000 | 708 |
| Total fiduciary and related assets | $430,475,000 | 293 |
| Managed Assets ($) | $412,027,000 | 257 |
| Non-managed Assets ($) | $18,448,000 | 490 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,582,000 | 293 |
| 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 | $384,000 | 344 |
| Number of Managed Accounts | $366,000 | 304 |
| Number of Non-Managed Accounts | $18,000 | 344 |
| Total fiduciary and related assets | $416,600,000 | 296 |
| Managed Assets ($) | $398,626,000 | 257 |
| Non-managed Assets ($) | $17,974,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,898,000 | 298 |
| 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 | $380,000 | 346 |
| Number of Managed Accounts | $362,000 | 307 |
| Number of Non-Managed Accounts | $18,000 | 338 |
| Total fiduciary and related assets | $352,857,000 | 330 |
| Managed Assets ($) | $334,483,000 | 291 |
| Non-managed Assets ($) | $18,374,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,270,000 | 295 |
| 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 | $379,000 | 351 |
| Number of Managed Accounts | $361,000 | 313 |
| Number of Non-Managed Accounts | $18,000 | 342 |
| Total fiduciary and related assets | $345,852,000 | 329 |
| Managed Assets ($) | $327,584,000 | 289 |
| Non-managed Assets ($) | $18,268,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $654,000 | 290 |
| 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 | $379,000 | 424 |
| Number of Managed Accounts | $361,000 | 347 |
| Number of Non-Managed Accounts | $18,000 | 708 |
| Total fiduciary and related assets | $341,463,000 | 332 |
| Managed Assets ($) | $322,850,000 | 290 |
| Non-managed Assets ($) | $18,613,000 | 496 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,313,000 | 300 |
| 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 | $375,000 | 335 |
| Number of Managed Accounts | $357,000 | 300 |
| Number of Non-Managed Accounts | $18,000 | 327 |
| Total fiduciary and related assets | $333,979,000 | 329 |
| Managed Assets ($) | $316,240,000 | 285 |
| Non-managed Assets ($) | $17,739,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,720,000 | 298 |
| 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 | $372,000 | 334 |
| Number of Managed Accounts | $354,000 | 298 |
| Number of Non-Managed Accounts | $18,000 | 328 |
| Total fiduciary and related assets | $318,926,000 | 329 |
| Managed Assets ($) | $301,961,000 | 283 |
| Non-managed Assets ($) | $16,965,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,153,000 | 300 |
| 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 | $374,000 | 337 |
| Number of Managed Accounts | $356,000 | 302 |
| Number of Non-Managed Accounts | $18,000 | 330 |
| Total fiduciary and related assets | $321,854,000 | 325 |
| Managed Assets ($) | $304,995,000 | 283 |
| Non-managed Assets ($) | $16,859,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $568,000 | 299 |
| 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 | $371,000 | 430 |
| Number of Managed Accounts | $352,000 | 350 |
| Number of Non-Managed Accounts | $19,000 | 710 |
| Total fiduciary and related assets | $306,670,000 | 331 |
| Managed Assets ($) | $289,733,000 | 282 |
| Non-managed Assets ($) | $16,937,000 | 514 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,078,000 | 304 |
| 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 | $365,000 | 332 |
| Number of Managed Accounts | $346,000 | 301 |
| Number of Non-Managed Accounts | $19,000 | 314 |
| Total fiduciary and related assets | $301,756,000 | 327 |
| Managed Assets ($) | $284,424,000 | 280 |
| Non-managed Assets ($) | $17,332,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,526,000 | 304 |
| 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 | $356,000 | 331 |
| Number of Managed Accounts | $334,000 | 299 |
| Number of Non-Managed Accounts | $22,000 | 306 |
| Total fiduciary and related assets | $286,111,000 | 329 |
| Managed Assets ($) | $249,756,000 | 291 |
| Non-managed Assets ($) | $36,355,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $986,000 | 310 |
| 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 | $345,000 | 334 |
| Number of Managed Accounts | $323,000 | 299 |
| Number of Non-Managed Accounts | $22,000 | 302 |
| Total fiduciary and related assets | $276,327,000 | 336 |
| Managed Assets ($) | $239,649,000 | 296 |
| Non-managed Assets ($) | $36,678,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,000 | 311 |
| 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 | $333,000 | 450 |
| Number of Managed Accounts | $311,000 | 382 |
| Number of Non-Managed Accounts | $22,000 | 692 |
| Total fiduciary and related assets | $250,953,000 | 351 |
| Managed Assets ($) | $217,530,000 | 313 |
| Non-managed Assets ($) | $33,423,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,887,000 | 274 |
| 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 | $329,000 | 339 |
| Number of Managed Accounts | $307,000 | 306 |
| Number of Non-Managed Accounts | $22,000 | 320 |
| Total fiduciary and related assets | $237,603,000 | 342 |
| Managed Assets ($) | $206,283,000 | 301 |
| Non-managed Assets ($) | $31,320,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 272 |
| 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 | $314,000 | 346 |
| Number of Managed Accounts | $306,000 | 309 |
| Number of Non-Managed Accounts | $8,000 | 364 |
| Total fiduciary and related assets | $245,204,000 | 350 |
| Managed Assets ($) | $216,883,000 | 307 |
| Non-managed Assets ($) | $28,321,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $974,000 | 275 |
| 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 | $311,000 | 350 |
| Number of Managed Accounts | $303,000 | 313 |
| Number of Non-Managed Accounts | $8,000 | 367 |
| Total fiduciary and related assets | $253,330,000 | 350 |
| Managed Assets ($) | $241,718,000 | 295 |
| Non-managed Assets ($) | $11,612,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $493,000 | 275 |
| 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 | $312,000 | 487 |
| Number of Managed Accounts | $303,000 | 395 |
| Number of Non-Managed Accounts | $9,000 | 909 |
| Total fiduciary and related assets | $250,208,000 | 357 |
| Managed Assets ($) | $238,883,000 | 302 |
| Non-managed Assets ($) | $11,325,000 | 591 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,705,000 | 291 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,258,000 | 289 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $829,000 | 293 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $381,000 | 313 |
| 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 | $263,000 | 544 |
| Number of Managed Accounts | $254,000 | 430 |
| Number of Non-Managed Accounts | $9,000 | 925 |
| Total fiduciary and related assets | $180,248,000 | 423 |
| Managed Assets ($) | $168,021,000 | 353 |
| Non-managed Assets ($) | $12,227,000 | 582 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,429,000 | 311 |
| 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 | $1,056,000 | 309 |
| 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 | $737,000 | 305 |
| 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 | $364,000 | 304 |
| 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 | $224,000 | 624 |
| Number of Managed Accounts | $203,000 | 510 |
| Number of Non-Managed Accounts | $21,000 | 754 |
| Total fiduciary and related assets | $129,644,000 | 497 |
| Managed Assets ($) | $116,010,000 | 429 |
| Non-managed Assets ($) | $13,634,000 | 548 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,227,000 | 361 |
| 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 | $973,000 | 354 |
| 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 | $680,000 | 354 |
| 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 | $303,000 | 377 |
| 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 | $229,000 | 619 |
| Number of Managed Accounts | $205,000 | 513 |
| Number of Non-Managed Accounts | $24,000 | 723 |
| Total fiduciary and related assets | $161,579,000 | 490 |
| Managed Assets ($) | $145,317,000 | 429 |
| Non-managed Assets ($) | $16,262,000 | 549 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,291,000 | 362 |
| 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 | $987,000 | 352 |
| 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 | $641,000 | 362 |
| 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 | $337,000 | 352 |
| 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 | $235,000 | 598 |
| Number of Managed Accounts | $209,000 | 503 |
| Number of Non-Managed Accounts | $26,000 | 728 |
| Total fiduciary and related assets | $160,157,000 | 479 |
| Managed Assets ($) | $141,865,000 | 417 |
| Non-managed Assets ($) | $18,292,000 | 540 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,178,000 | 357 |
| 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 | $867,000 | 363 |
| 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 | $569,000 | 370 |
| 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 | $282,000 | 370 |
| 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 | $229,000 | 625 |
| Number of Managed Accounts | $202,000 | 531 |
| Number of Non-Managed Accounts | $27,000 | 746 |
| Total fiduciary and related assets | $165,915,000 | 463 |
| Managed Assets ($) | $146,495,000 | 402 |
| Non-managed Assets ($) | $19,420,000 | 514 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,180,000 | 367 |
| 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 | $905,000 | 355 |
| 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 | $224,000 | 386 |
| Number of Managed Accounts | $196,000 | 350 |
| Number of Non-Managed Accounts | $28,000 | 339 |
| Total fiduciary and related assets | $163,670,000 | 386 |
| Managed Assets ($) | $144,277,000 | 347 |
| Non-managed Assets ($) | $19,393,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 360 |
| 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 | $222,000 | 388 |
| Number of Managed Accounts | $195,000 | 352 |
| Number of Non-Managed Accounts | $27,000 | 339 |
| Total fiduciary and related assets | $156,382,000 | 387 |
| Managed Assets ($) | $137,284,000 | 349 |
| Non-managed Assets ($) | $19,098,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $273,000 | 378 |
| 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 | $221,000 | 639 |
| Number of Managed Accounts | $194,000 | 537 |
| Number of Non-Managed Accounts | $27,000 | 754 |
| Total fiduciary and related assets | $154,789,000 | 466 |
| Managed Assets ($) | $134,323,000 | 405 |
| Non-managed Assets ($) | $20,466,000 | 502 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,027,000 | 370 |
| 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 | $213,000 | 379 |
| Number of Managed Accounts | $186,000 | 344 |
| Number of Non-Managed Accounts | $27,000 | 336 |
| Total fiduciary and related assets | $143,966,000 | 381 |
| Managed Assets ($) | $124,745,000 | 340 |
| Non-managed Assets ($) | $19,221,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 374 |
| 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 | $216,000 | 383 |
| Number of Managed Accounts | $189,000 | 346 |
| Number of Non-Managed Accounts | $27,000 | 346 |
| Total fiduciary and related assets | $140,701,000 | 388 |
| Managed Assets ($) | $121,770,000 | 345 |
| Non-managed Assets ($) | $18,931,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $508,000 | 381 |
| 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 | $221,000 | 385 |
| Number of Managed Accounts | $192,000 | 349 |
| Number of Non-Managed Accounts | $29,000 | 350 |
| Total fiduciary and related assets | $131,576,000 | 395 |
| Managed Assets ($) | $113,234,000 | 357 |
| Non-managed Assets ($) | $18,342,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $250,000 | 384 |
| 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 | $216,000 | 673 |
| Number of Managed Accounts | $191,000 | 545 |
| Number of Non-Managed Accounts | $25,000 | 805 |
| Total fiduciary and related assets | $128,871,000 | 495 |
| Managed Assets ($) | $110,663,000 | 444 |
| Non-managed Assets ($) | $18,208,000 | 540 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,003,000 | 383 |
| 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 | $222,000 | 398 |
| Number of Managed Accounts | $195,000 | 356 |
| Number of Non-Managed Accounts | $27,000 | 359 |
| Total fiduciary and related assets | $119,821,000 | 400 |
| Managed Assets ($) | $101,121,000 | 361 |
| Non-managed Assets ($) | $18,700,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $760,000 | 390 |
| 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 | $226,000 | 402 |
| Number of Managed Accounts | $201,000 | 358 |
| Number of Non-Managed Accounts | $25,000 | 366 |
| Total fiduciary and related assets | $128,405,000 | 399 |
| Managed Assets ($) | $110,700,000 | 359 |
| Non-managed Assets ($) | $17,705,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $516,000 | 389 |
| 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 | $228,000 | 413 |
| Number of Managed Accounts | $202,000 | 367 |
| Number of Non-Managed Accounts | $26,000 | 370 |
| Total fiduciary and related assets | $120,919,000 | 410 |
| Managed Assets ($) | $105,037,000 | 370 |
| Non-managed Assets ($) | $15,882,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $238,000 | 414 |
| 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 | $230,000 | 657 |
| Number of Managed Accounts | $199,000 | 560 |
| Number of Non-Managed Accounts | $31,000 | 746 |
| Total fiduciary and related assets | $120,633,000 | 519 |
| Managed Assets ($) | $103,588,000 | 468 |
| Non-managed Assets ($) | $17,045,000 | 540 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,020,000 | 402 |
| 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 | $219,000 | 648 |
| Number of Managed Accounts | $187,000 | 554 |
| Number of Non-Managed Accounts | $32,000 | 715 |
| Total fiduciary and related assets | $138,584,000 | 461 |
| Managed Assets ($) | $97,740,000 | 460 |
| Non-managed Assets ($) | $40,844,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $966,000 | 427 |
| 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 | $863,000 | 450 |
| 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 | $697,000 | 544 |
| 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 | $637,000 | 559 |
| 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 | $504,000 | 653 |
| 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 | $386,000 | 781 |
| 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 | $615,000 | 676 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |