Home > Gibraltar Private Bank & Trust Co. > Fiduciary and Related Services
Gibraltar Private Bank & Trust Co., Fiduciary and Related Services
| 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 | $781,000 | 267 |
| Number of Managed Accounts | $776,000 | 218 |
| Number of Non-Managed Accounts | $5,000 | 781 |
| Total fiduciary and related assets | $461,645,000 | 296 |
| Managed Assets ($) | $453,831,000 | 253 |
| Non-managed Assets ($) | $7,814,000 | 597 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,324,000 | 223 |
| 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 | $790,000 | 250 |
| Number of Managed Accounts | $785,000 | 210 |
| Number of Non-Managed Accounts | $5,000 | 357 |
| Total fiduciary and related assets | $477,504,000 | 292 |
| Managed Assets ($) | $469,686,000 | 245 |
| Non-managed Assets ($) | $7,818,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,262,000 | 225 |
| 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 | $812,000 | 247 |
| Number of Managed Accounts | $807,000 | 211 |
| Number of Non-Managed Accounts | $5,000 | 360 |
| Total fiduciary and related assets | $478,197,000 | 284 |
| Managed Assets ($) | $470,471,000 | 239 |
| Non-managed Assets ($) | $7,726,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,203,000 | 226 |
| 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 | $829,000 | 244 |
| Number of Managed Accounts | $824,000 | 207 |
| Number of Non-Managed Accounts | $5,000 | 364 |
| Total fiduciary and related assets | $473,933,000 | 283 |
| Managed Assets ($) | $466,415,000 | 239 |
| Non-managed Assets ($) | $7,518,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,124,000 | 224 |
| 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 | $869,000 | 241 |
| Number of Managed Accounts | $857,000 | 201 |
| Number of Non-Managed Accounts | $12,000 | 696 |
| Total fiduciary and related assets | $481,147,000 | 274 |
| Managed Assets ($) | $480,132,000 | 232 |
| Non-managed Assets ($) | $1,015,000 | 816 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,558,000 | 212 |
| 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 | $870,000 | 235 |
| Number of Managed Accounts | $866,000 | 197 |
| Number of Non-Managed Accounts | $4,000 | 377 |
| Total fiduciary and related assets | $490,880,000 | 268 |
| Managed Assets ($) | $489,851,000 | 231 |
| Non-managed Assets ($) | $1,029,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,397,000 | 210 |
| 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 | $885,000 | 231 |
| Number of Managed Accounts | $881,000 | 192 |
| Number of Non-Managed Accounts | $4,000 | 380 |
| Total fiduciary and related assets | $496,370,000 | 266 |
| Managed Assets ($) | $495,314,000 | 231 |
| Non-managed Assets ($) | $1,056,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,261,000 | 212 |
| 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 | $910,000 | 223 |
| Number of Managed Accounts | $906,000 | 182 |
| Number of Non-Managed Accounts | $4,000 | 384 |
| Total fiduciary and related assets | $485,161,000 | 270 |
| Managed Assets ($) | $484,142,000 | 233 |
| Non-managed Assets ($) | $1,019,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,156,000 | 208 |
| 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 | $974,000 | 221 |
| Number of Managed Accounts | $970,000 | 175 |
| Number of Non-Managed Accounts | $4,000 | 877 |
| Total fiduciary and related assets | $517,204,000 | 261 |
| Managed Assets ($) | $516,175,000 | 227 |
| Non-managed Assets ($) | $1,029,000 | 835 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,060,000 | 199 |
| 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 | $1,009,000 | 208 |
| Number of Managed Accounts | $1,005,000 | 163 |
| Number of Non-Managed Accounts | $4,000 | 378 |
| Total fiduciary and related assets | $529,692,000 | 259 |
| Managed Assets ($) | $528,693,000 | 217 |
| Non-managed Assets ($) | $999,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,837,000 | 195 |
| 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 | $1,018,000 | 206 |
| Number of Managed Accounts | $1,014,000 | 164 |
| Number of Non-Managed Accounts | $4,000 | 382 |
| Total fiduciary and related assets | $560,275,000 | 260 |
| Managed Assets ($) | $559,240,000 | 214 |
| Non-managed Assets ($) | $1,035,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,608,000 | 195 |
| 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 | $1,038,000 | 202 |
| Number of Managed Accounts | $1,033,000 | 158 |
| Number of Non-Managed Accounts | $5,000 | 378 |
| Total fiduciary and related assets | $646,023,000 | 242 |
| Managed Assets ($) | $644,407,000 | 190 |
| Non-managed Assets ($) | $1,616,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,317,000 | 196 |
| 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 | $1,043,000 | 210 |
| Number of Managed Accounts | $1,038,000 | 162 |
| Number of Non-Managed Accounts | $5,000 | 892 |
| Total fiduciary and related assets | $651,398,000 | 236 |
| Managed Assets ($) | $649,852,000 | 188 |
| Non-managed Assets ($) | $1,546,000 | 833 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,339,000 | 189 |
| 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 | $1,060,000 | 203 |
| Number of Managed Accounts | $1,055,000 | 161 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $654,423,000 | 237 |
| Managed Assets ($) | $652,937,000 | 185 |
| Non-managed Assets ($) | $1,486,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,939,000 | 190 |
| 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 | $1,057,000 | 201 |
| Number of Managed Accounts | $1,052,000 | 161 |
| Number of Non-Managed Accounts | $5,000 | 381 |
| Total fiduciary and related assets | $641,034,000 | 240 |
| Managed Assets ($) | $639,607,000 | 187 |
| Non-managed Assets ($) | $1,427,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,592,000 | 190 |
| 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 | $1,074,000 | 202 |
| Number of Managed Accounts | $1,069,000 | 160 |
| Number of Non-Managed Accounts | $5,000 | 379 |
| Total fiduciary and related assets | $592,450,000 | 247 |
| Managed Assets ($) | $591,064,000 | 192 |
| Non-managed Assets ($) | $1,386,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,261,000 | 196 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,061,000 | 210 |
| Number of Managed Accounts | $1,056,000 | 159 |
| Number of Non-Managed Accounts | $5,000 | 912 |
| Total fiduciary and related assets | $613,177,000 | 239 |
| Managed Assets ($) | $611,822,000 | 183 |
| Non-managed Assets ($) | $1,355,000 | 865 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,768,000 | 192 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,050,000 | 198 |
| Number of Managed Accounts | $1,045,000 | 154 |
| Number of Non-Managed Accounts | $5,000 | 363 |
| Total fiduciary and related assets | $584,819,000 | 241 |
| Managed Assets ($) | $583,554,000 | 180 |
| Non-managed Assets ($) | $1,265,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,537,000 | 191 |
| 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 | $1,034,000 | 197 |
| Number of Managed Accounts | $1,027,000 | 154 |
| Number of Non-Managed Accounts | $7,000 | 357 |
| Total fiduciary and related assets | $541,219,000 | 247 |
| Managed Assets ($) | $539,981,000 | 185 |
| Non-managed Assets ($) | $1,238,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,348,000 | 189 |
| 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 | $1,026,000 | 201 |
| Number of Managed Accounts | $1,019,000 | 155 |
| Number of Non-Managed Accounts | $7,000 | 361 |
| Total fiduciary and related assets | $550,123,000 | 247 |
| Managed Assets ($) | $547,927,000 | 188 |
| Non-managed Assets ($) | $2,196,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,194,000 | 187 |
| 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 | $1,000,000 | 209 |
| Number of Managed Accounts | $995,000 | 158 |
| Number of Non-Managed Accounts | $5,000 | 923 |
| Total fiduciary and related assets | $568,675,000 | 239 |
| Managed Assets ($) | $567,521,000 | 179 |
| Non-managed Assets ($) | $1,154,000 | 902 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,000,000 | 173 |
| 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 | $1,056,000 | 191 |
| Number of Managed Accounts | $1,051,000 | 147 |
| Number of Non-Managed Accounts | $5,000 | 352 |
| Total fiduciary and related assets | $578,755,000 | 233 |
| Managed Assets ($) | $577,578,000 | 176 |
| Non-managed Assets ($) | $1,177,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,738,000 | 169 |
| 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 | $1,068,000 | 188 |
| Number of Managed Accounts | $1,063,000 | 145 |
| Number of Non-Managed Accounts | $5,000 | 354 |
| Total fiduciary and related assets | $577,615,000 | 225 |
| Managed Assets ($) | $576,451,000 | 166 |
| Non-managed Assets ($) | $1,164,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,548,000 | 168 |
| 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 | $1,079,000 | 188 |
| Number of Managed Accounts | $1,074,000 | 143 |
| Number of Non-Managed Accounts | $5,000 | 354 |
| Total fiduciary and related assets | $596,290,000 | 215 |
| Managed Assets ($) | $595,137,000 | 167 |
| Non-managed Assets ($) | $1,153,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,299,000 | 167 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,112,000 | 189 |
| Number of Managed Accounts | $1,107,000 | 136 |
| Number of Non-Managed Accounts | $5,000 | 949 |
| Total fiduciary and related assets | $587,257,000 | 208 |
| Managed Assets ($) | $586,178,000 | 162 |
| Non-managed Assets ($) | $1,079,000 | 922 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,078,000 | 189 |
| Number of Managed Accounts | $1,073,000 | 142 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $584,152,000 | 207 |
| Managed Assets ($) | $583,166,000 | 160 |
| Non-managed Assets ($) | $986,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,088,000 | 188 |
| Number of Managed Accounts | $1,082,000 | 139 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $649,969,000 | 202 |
| Managed Assets ($) | $648,879,000 | 157 |
| Non-managed Assets ($) | $1,090,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,085,000 | 191 |
| Number of Managed Accounts | $1,070,000 | 135 |
| Number of Non-Managed Accounts | $15,000 | 344 |
| Total fiduciary and related assets | $682,895,000 | 197 |
| Managed Assets ($) | $679,694,000 | 154 |
| Non-managed Assets ($) | $3,201,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,104,000 | 197 |
| Number of Managed Accounts | $1,089,000 | 142 |
| Number of Non-Managed Accounts | $15,000 | 805 |
| Total fiduciary and related assets | $696,782,000 | 194 |
| Managed Assets ($) | $693,345,000 | 148 |
| Non-managed Assets ($) | $3,437,000 | 806 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,101,000 | 185 |
| Number of Managed Accounts | $1,086,000 | 137 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $691,885,000 | 189 |
| Managed Assets ($) | $688,378,000 | 150 |
| Non-managed Assets ($) | $3,507,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,133,000 | 178 |
| Number of Managed Accounts | $1,117,000 | 133 |
| Number of Non-Managed Accounts | $16,000 | 334 |
| Total fiduciary and related assets | $672,452,000 | 184 |
| Managed Assets ($) | $669,176,000 | 145 |
| Non-managed Assets ($) | $3,276,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,144,000 | 173 |
| Number of Managed Accounts | $1,129,000 | 130 |
| Number of Non-Managed Accounts | $15,000 | 339 |
| Total fiduciary and related assets | $718,396,000 | 186 |
| Managed Assets ($) | $714,961,000 | 143 |
| Non-managed Assets ($) | $3,435,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,109,000 | 196 |
| Number of Managed Accounts | $1,103,000 | 141 |
| Number of Non-Managed Accounts | $6,000 | 987 |
| Total fiduciary and related assets | $740,574,000 | 184 |
| Managed Assets ($) | $737,561,000 | 139 |
| Non-managed Assets ($) | $3,013,000 | 833 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,093,000 | 191 |
| Number of Managed Accounts | $1,087,000 | 136 |
| Number of Non-Managed Accounts | $6,000 | 359 |
| Total fiduciary and related assets | $722,571,000 | 185 |
| Managed Assets ($) | $719,432,000 | 140 |
| Non-managed Assets ($) | $3,139,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,078,000 | 195 |
| Number of Managed Accounts | $1,072,000 | 144 |
| Number of Non-Managed Accounts | $6,000 | 367 |
| Total fiduciary and related assets | $691,777,000 | 183 |
| Managed Assets ($) | $689,073,000 | 142 |
| Non-managed Assets ($) | $2,704,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,073,000 | 196 |
| Number of Managed Accounts | $1,067,000 | 145 |
| Number of Non-Managed Accounts | $6,000 | 364 |
| Total fiduciary and related assets | $651,586,000 | 186 |
| Managed Assets ($) | $648,994,000 | 145 |
| Non-managed Assets ($) | $2,592,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,128,000 | 203 |
| Number of Managed Accounts | $1,122,000 | 142 |
| Number of Non-Managed Accounts | $6,000 | 996 |
| Total fiduciary and related assets | $743,236,000 | 179 |
| Managed Assets ($) | $740,555,000 | 138 |
| Non-managed Assets ($) | $2,681,000 | 823 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,152,000 | 184 |
| Number of Managed Accounts | $1,146,000 | 135 |
| Number of Non-Managed Accounts | $6,000 | 390 |
| Total fiduciary and related assets | $857,273,000 | 180 |
| Managed Assets ($) | $854,278,000 | 132 |
| Non-managed Assets ($) | $2,995,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,157,000 | 188 |
| Number of Managed Accounts | $1,151,000 | 134 |
| Number of Non-Managed Accounts | $6,000 | 396 |
| Total fiduciary and related assets | $933,099,000 | 180 |
| Managed Assets ($) | $929,700,000 | 132 |
| Non-managed Assets ($) | $3,399,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,128,000 | 194 |
| Number of Managed Accounts | $1,128,000 | 139 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $1,001,093,000 | 178 |
| Managed Assets ($) | $1,001,093,000 | 128 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,084,000 | 209 |
| Number of Managed Accounts | $1,084,000 | 145 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $953,625,000 | 181 |
| Managed Assets ($) | $953,625,000 | 137 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,030,000 | 197 |
| Number of Managed Accounts | $1,030,000 | 154 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $929,486,000 | 183 |
| Managed Assets ($) | $929,486,000 | 141 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $985,000 | 209 |
| Number of Managed Accounts | $985,000 | 157 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $850,295,000 | 199 |
| Managed Assets ($) | $850,295,000 | 151 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $947,000 | 211 |
| Number of Managed Accounts | $947,000 | 157 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $839,646,000 | 196 |
| Managed Assets ($) | $839,646,000 | 149 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $874,000 | 253 |
| Number of Managed Accounts | $874,000 | 179 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $796,160,000 | 203 |
| Managed Assets ($) | $796,160,000 | 153 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $839,000 | 240 |
| Number of Managed Accounts | $839,000 | 187 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $781,383,000 | 207 |
| Managed Assets ($) | $781,383,000 | 158 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $820,000 | 245 |
| Number of Managed Accounts | $820,000 | 194 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $696,562,000 | 225 |
| Managed Assets ($) | $696,562,000 | 171 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $781,000 | 257 |
| Number of Managed Accounts | $781,000 | 198 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $689,995,000 | 230 |
| Managed Assets ($) | $689,995,000 | 174 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $746,000 | 287 |
| Number of Managed Accounts | $746,000 | 208 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $642,344,000 | 233 |
| Managed Assets ($) | $642,344,000 | 181 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $733,000 | 257 |
| Number of Managed Accounts | $733,000 | 203 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $625,370,000 | 230 |
| Managed Assets ($) | $625,370,000 | 179 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $712,000 | 264 |
| Number of Managed Accounts | $712,000 | 205 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $541,605,000 | 241 |
| Managed Assets ($) | $541,605,000 | 191 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $690,000 | 268 |
| Number of Managed Accounts | $690,000 | 210 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $522,238,000 | 246 |
| Managed Assets ($) | $522,238,000 | 199 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $640,000 | 312 |
| Number of Managed Accounts | $640,000 | 230 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $507,284,000 | 251 |
| Managed Assets ($) | $507,284,000 | 198 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $602,000 | 285 |
| Number of Managed Accounts | $602,000 | 227 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $473,926,000 | 251 |
| Managed Assets ($) | $473,926,000 | 197 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $595,000 | 295 |
| Number of Managed Accounts | $595,000 | 229 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $479,857,000 | 253 |
| Managed Assets ($) | $479,857,000 | 199 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $574,000 | 299 |
| Number of Managed Accounts | $574,000 | 236 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $456,273,000 | 262 |
| Managed Assets ($) | $456,273,000 | 205 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $566,000 | 360 |
| Number of Managed Accounts | $543,000 | 270 |
| Number of Non-Managed Accounts | $23,000 | 824 |
| Total fiduciary and related assets | $428,387,000 | 279 |
| Managed Assets ($) | $425,048,000 | 213 |
| Non-managed Assets ($) | $3,339,000 | 888 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $545,000 | 321 |
| Number of Managed Accounts | $516,000 | 265 |
| Number of Non-Managed Accounts | $29,000 | 351 |
| Total fiduciary and related assets | $418,743,000 | 281 |
| Managed Assets ($) | $415,702,000 | 218 |
| Non-managed Assets ($) | $3,041,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $543,000 | 321 |
| Number of Managed Accounts | $511,000 | 265 |
| Number of Non-Managed Accounts | $32,000 | 352 |
| Total fiduciary and related assets | $418,948,000 | 283 |
| Managed Assets ($) | $416,063,000 | 219 |
| Non-managed Assets ($) | $2,885,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $526,000 | 327 |
| Number of Managed Accounts | $494,000 | 280 |
| Number of Non-Managed Accounts | $32,000 | 362 |
| Total fiduciary and related assets | $390,868,000 | 291 |
| Managed Assets ($) | $388,534,000 | 225 |
| Non-managed Assets ($) | $2,334,000 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $507,000 | 405 |
| Number of Managed Accounts | $477,000 | 321 |
| Number of Non-Managed Accounts | $30,000 | 761 |
| Total fiduciary and related assets | $374,049,000 | 302 |
| Managed Assets ($) | $371,346,000 | 233 |
| Non-managed Assets ($) | $2,703,000 | 922 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |