Home > Bank of Hawaii > Number of Fiduciary and Related Asset Accounts
Bank of Hawaii, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,313,000 | 123 |
| Number of Managed Accounts | $1,960,000 | 111 |
| Personal Trust and Agency Accounts | $498,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $368,000 | 205 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $936,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 64 |
| Other Fiduciary Accounts | $7,000 | 78 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $344,000 | 177 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $591,000 | 30 |
| Number of Non-Managed Accounts | $353,000 | 112 |
| Personal Trust and Agency Accounts | $156,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 85 |
| Number non-managed other employee benefit and retirement-related accounts | $40,000 | 227 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 336 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
| Other Fiduciary Accounts | $91,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $135,000 | 164 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 344 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,310,000 | 120 |
| Number of Managed Accounts | $1,960,000 | 111 |
| Personal Trust and Agency Accounts | $499,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $365,000 | 186 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $941,000 | 82 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 65 |
| Other Fiduciary Accounts | $7,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $341,000 | 157 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $350,000 | 101 |
| Personal Trust and Agency Accounts | $152,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 76 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 118 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 232 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 51 |
| Other Fiduciary Accounts | $91,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $135,000 | 136 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 219 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,293,000 | 120 |
| Number of Managed Accounts | $1,940,000 | 110 |
| Personal Trust and Agency Accounts | $501,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $343,000 | 206 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $935,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 64 |
| Other Fiduciary Accounts | $9,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $319,000 | 182 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $353,000 | 105 |
| Personal Trust and Agency Accounts | $153,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $43,000 | 163 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 261 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 51 |
| Other Fiduciary Accounts | $91,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,000 | 135 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 242 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,298,000 | 129 |
| Number of Managed Accounts | $1,942,000 | 117 |
| Personal Trust and Agency Accounts | $499,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $347,000 | 162 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $934,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 68 |
| Other Fiduciary Accounts | $9,000 | 44 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $323,000 | 169 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $356,000 | 105 |
| Personal Trust and Agency Accounts | $151,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 162 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 51 |
| Other Fiduciary Accounts | $91,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 170 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,292,000 | 129 |
| Number of Managed Accounts | $1,927,000 | 117 |
| Personal Trust and Agency Accounts | $499,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $343,000 | 184 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $923,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 69 |
| Other Fiduciary Accounts | $9,000 | 63 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $319,000 | 190 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $629,000 | 28 |
| Number of Non-Managed Accounts | $365,000 | 114 |
| Personal Trust and Agency Accounts | $157,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 170 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 299 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
| Other Fiduciary Accounts | $92,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 164 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 286 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,289,000 | 127 |
| Number of Managed Accounts | $1,920,000 | 116 |
| Personal Trust and Agency Accounts | $501,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $341,000 | 173 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $914,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 68 |
| Other Fiduciary Accounts | $11,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $317,000 | 181 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $369,000 | 105 |
| Personal Trust and Agency Accounts | $157,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $49,000 | 104 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 55 |
| Other Fiduciary Accounts | $91,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 136 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 162 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,269,000 | 113 |
| Number of Managed Accounts | $1,916,000 | 108 |
| Personal Trust and Agency Accounts | $512,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $339,000 | 174 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $900,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 60 |
| Other Fiduciary Accounts | $12,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $314,000 | 179 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $353,000 | 96 |
| Personal Trust and Agency Accounts | $154,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 138 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
| Other Fiduciary Accounts | $91,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $142,000 | 131 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 224 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,276,000 | 113 |
| Number of Managed Accounts | $1,911,000 | 110 |
| Personal Trust and Agency Accounts | $514,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $339,000 | 167 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $889,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 58 |
| Other Fiduciary Accounts | $13,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $315,000 | 168 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $365,000 | 94 |
| Personal Trust and Agency Accounts | $158,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 112 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 44 |
| Other Fiduciary Accounts | $91,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 126 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 178 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,286,000 | 115 |
| Number of Managed Accounts | $1,920,000 | 107 |
| Personal Trust and Agency Accounts | $516,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $330,000 | 188 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $907,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 60 |
| Other Fiduciary Accounts | $14,000 | 50 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $322,000 | 183 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $660,000 | 23 |
| Number of Non-Managed Accounts | $366,000 | 101 |
| Personal Trust and Agency Accounts | $158,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 174 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 55 |
| Other Fiduciary Accounts | $89,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $136,000 | 157 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 308 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,293,000 | 113 |
| Number of Managed Accounts | $1,925,000 | 109 |
| Personal Trust and Agency Accounts | $520,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $328,000 | 173 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $909,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 58 |
| Other Fiduciary Accounts | $14,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $320,000 | 169 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $368,000 | 93 |
| Personal Trust and Agency Accounts | $162,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 129 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 50 |
| Other Fiduciary Accounts | $89,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $146,000 | 122 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 176 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,280,000 | 113 |
| Number of Managed Accounts | $1,910,000 | 111 |
| Personal Trust and Agency Accounts | $529,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 145 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $327,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $886,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 58 |
| Other Fiduciary Accounts | $14,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $319,000 | 181 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $370,000 | 94 |
| Personal Trust and Agency Accounts | $161,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $43,000 | 121 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 151 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 54 |
| Other Fiduciary Accounts | $88,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $149,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 202 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,274,000 | 115 |
| Number of Managed Accounts | $1,902,000 | 111 |
| Personal Trust and Agency Accounts | $528,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $328,000 | 171 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $880,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 59 |
| Other Fiduciary Accounts | $14,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $320,000 | 167 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $372,000 | 93 |
| Personal Trust and Agency Accounts | $162,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $42,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 148 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 52 |
| Other Fiduciary Accounts | $88,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $147,000 | 125 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 186 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,271,000 | 118 |
| Number of Managed Accounts | $1,896,000 | 111 |
| Personal Trust and Agency Accounts | $532,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 156 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $325,000 | 185 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $872,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 58 |
| Other Fiduciary Accounts | $14,000 | 49 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $317,000 | 182 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $660,000 | 30 |
| Number of Non-Managed Accounts | $375,000 | 105 |
| Personal Trust and Agency Accounts | $160,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $40,000 | 200 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 155 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 58 |
| Other Fiduciary Accounts | $88,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $147,000 | 155 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 335 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,290,000 | 111 |
| Number of Managed Accounts | $1,913,000 | 108 |
| Personal Trust and Agency Accounts | $537,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $326,000 | 167 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $881,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 58 |
| Other Fiduciary Accounts | $14,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $318,000 | 166 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $377,000 | 92 |
| Personal Trust and Agency Accounts | $163,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $38,000 | 131 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 104 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 53 |
| Other Fiduciary Accounts | $88,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $144,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 196 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,300,000 | 113 |
| Number of Managed Accounts | $1,923,000 | 109 |
| Personal Trust and Agency Accounts | $536,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $323,000 | 175 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $893,000 | 76 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 58 |
| Other Fiduciary Accounts | $14,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $315,000 | 173 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $377,000 | 97 |
| Personal Trust and Agency Accounts | $163,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $38,000 | 142 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 119 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 57 |
| Other Fiduciary Accounts | $88,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $147,000 | 126 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 217 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,322,000 | 112 |
| Number of Managed Accounts | $1,943,000 | 108 |
| Personal Trust and Agency Accounts | $551,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $325,000 | 164 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $895,000 | 76 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 57 |
| Other Fiduciary Accounts | $14,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $317,000 | 162 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $379,000 | 94 |
| Personal Trust and Agency Accounts | $163,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $40,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 111 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 56 |
| Other Fiduciary Accounts | $89,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 123 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 196 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,337,000 | 116 |
| Number of Managed Accounts | $1,954,000 | 111 |
| Personal Trust and Agency Accounts | $553,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $330,000 | 176 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $897,000 | 74 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 58 |
| Other Fiduciary Accounts | $14,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $322,000 | 172 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $703,000 | 32 |
| Number of Non-Managed Accounts | $383,000 | 108 |
| Personal Trust and Agency Accounts | $166,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $40,000 | 203 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 171 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 60 |
| Other Fiduciary Accounts | $90,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 161 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 344 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,360,000 | 112 |
| Number of Managed Accounts | $1,983,000 | 108 |
| Personal Trust and Agency Accounts | $584,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $331,000 | 160 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $894,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 55 |
| Other Fiduciary Accounts | $14,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $323,000 | 159 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $377,000 | 94 |
| Personal Trust and Agency Accounts | $165,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $37,000 | 138 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 124 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 55 |
| Other Fiduciary Accounts | $90,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 126 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 200 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,397,000 | 113 |
| Number of Managed Accounts | $2,013,000 | 108 |
| Personal Trust and Agency Accounts | $601,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $330,000 | 166 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $907,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 56 |
| Other Fiduciary Accounts | $14,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $322,000 | 165 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $384,000 | 96 |
| Personal Trust and Agency Accounts | $169,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $38,000 | 142 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 139 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 56 |
| Other Fiduciary Accounts | $90,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,000 | 133 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 213 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,376,000 | 112 |
| Number of Managed Accounts | $1,997,000 | 108 |
| Personal Trust and Agency Accounts | $603,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $321,000 | 169 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $897,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 56 |
| Other Fiduciary Accounts | $14,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $313,000 | 166 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $379,000 | 97 |
| Personal Trust and Agency Accounts | $164,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $36,000 | 150 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 139 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 57 |
| Other Fiduciary Accounts | $90,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $139,000 | 132 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 220 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,401,000 | 110 |
| Number of Managed Accounts | $2,013,000 | 106 |
| Personal Trust and Agency Accounts | $606,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $317,000 | 173 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $912,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 56 |
| Other Fiduciary Accounts | $14,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $309,000 | 168 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $738,000 | 29 |
| Number of Non-Managed Accounts | $388,000 | 111 |
| Personal Trust and Agency Accounts | $169,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $37,000 | 225 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 203 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 64 |
| Other Fiduciary Accounts | $89,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $136,000 | 156 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 369 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,407,000 | 106 |
| Number of Managed Accounts | $2,010,000 | 103 |
| Personal Trust and Agency Accounts | $607,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $319,000 | 164 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $905,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 56 |
| Other Fiduciary Accounts | $14,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $311,000 | 160 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $397,000 | 100 |
| Personal Trust and Agency Accounts | $173,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $69,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $38,000 | 141 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 152 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 60 |
| Other Fiduciary Accounts | $89,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $133,000 | 132 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 212 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,451,000 | 100 |
| Number of Managed Accounts | $2,038,000 | 102 |
| Personal Trust and Agency Accounts | $629,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $321,000 | 163 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $911,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 56 |
| Other Fiduciary Accounts | $15,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $313,000 | 160 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $413,000 | 98 |
| Personal Trust and Agency Accounts | $177,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $40,000 | 138 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 149 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 58 |
| Other Fiduciary Accounts | $90,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $130,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 205 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,489,000 | 102 |
| Number of Managed Accounts | $2,070,000 | 99 |
| Personal Trust and Agency Accounts | $643,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $329,000 | 157 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $919,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 55 |
| Other Fiduciary Accounts | $14,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $321,000 | 156 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $419,000 | 98 |
| Personal Trust and Agency Accounts | $180,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $42,000 | 135 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 61 |
| Other Fiduciary Accounts | $90,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $130,000 | 132 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 202 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,489,000 | 103 |
| Number of Managed Accounts | $2,066,000 | 99 |
| Personal Trust and Agency Accounts | $640,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 154 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $332,000 | 154 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $915,000 | 66 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 54 |
| Other Fiduciary Accounts | $14,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $324,000 | 157 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $810,000 | 30 |
| Number of Non-Managed Accounts | $423,000 | 109 |
| Personal Trust and Agency Accounts | $182,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 205 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 258 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 64 |
| Other Fiduciary Accounts | $90,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $131,000 | 160 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 335 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,529,000 | 102 |
| Number of Managed Accounts | $2,095,000 | 100 |
| Personal Trust and Agency Accounts | $655,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $327,000 | 148 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $921,000 | 66 |
| Number of foundation and endowment trust and agency accounts, managed assets | $141,000 | 51 |
| Other Fiduciary Accounts | $14,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $319,000 | 150 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $434,000 | 95 |
| Personal Trust and Agency Accounts | $189,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $42,000 | 127 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 59 |
| Other Fiduciary Accounts | $90,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $133,000 | 129 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 196 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,545,000 | 98 |
| Number of Managed Accounts | $2,096,000 | 94 |
| Personal Trust and Agency Accounts | $665,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $331,000 | 143 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $917,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 54 |
| Other Fiduciary Accounts | $14,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $322,000 | 141 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $449,000 | 93 |
| Personal Trust and Agency Accounts | $200,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 125 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 62 |
| Other Fiduciary Accounts | $91,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $133,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 194 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,581,000 | 95 |
| Number of Managed Accounts | $2,124,000 | 92 |
| Personal Trust and Agency Accounts | $677,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $337,000 | 143 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $926,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 55 |
| Other Fiduciary Accounts | $14,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $327,000 | 140 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $457,000 | 93 |
| Personal Trust and Agency Accounts | $197,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 123 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 166 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 64 |
| Other Fiduciary Accounts | $91,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $137,000 | 132 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 184 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,630,000 | 92 |
| Number of Managed Accounts | $2,160,000 | 87 |
| Personal Trust and Agency Accounts | $688,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $347,000 | 140 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $939,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $128,000 | 54 |
| Other Fiduciary Accounts | $15,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $337,000 | 135 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $855,000 | 29 |
| Number of Non-Managed Accounts | $470,000 | 100 |
| Personal Trust and Agency Accounts | $197,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $48,000 | 199 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 253 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 66 |
| Other Fiduciary Accounts | $91,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 159 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 321 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,642,000 | 88 |
| Number of Managed Accounts | $2,175,000 | 85 |
| Personal Trust and Agency Accounts | $700,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $349,000 | 134 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $935,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 50 |
| Other Fiduciary Accounts | $15,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $339,000 | 129 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $467,000 | 94 |
| Personal Trust and Agency Accounts | $194,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $104,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 159 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 62 |
| Other Fiduciary Accounts | $90,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 131 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 204 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,663,000 | 89 |
| Number of Managed Accounts | $2,190,000 | 85 |
| Personal Trust and Agency Accounts | $721,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $341,000 | 135 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $940,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 53 |
| Other Fiduciary Accounts | $15,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $331,000 | 130 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $473,000 | 93 |
| Personal Trust and Agency Accounts | $195,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $48,000 | 129 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 163 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 61 |
| Other Fiduciary Accounts | $91,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $143,000 | 132 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 206 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,700,000 | 87 |
| Number of Managed Accounts | $2,208,000 | 84 |
| Personal Trust and Agency Accounts | $718,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $341,000 | 138 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $957,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 50 |
| Other Fiduciary Accounts | $15,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $329,000 | 130 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $492,000 | 91 |
| Personal Trust and Agency Accounts | $205,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $113,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 126 |
| Corporate Trust and Agency Accounts | $0 | 148 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 70 |
| Other Fiduciary Accounts | $93,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $148,000 | 129 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 197 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,738,000 | 88 |
| Number of Managed Accounts | $2,223,000 | 80 |
| Personal Trust and Agency Accounts | $719,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $342,000 | 138 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $972,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 48 |
| Other Fiduciary Accounts | $15,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $330,000 | 134 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $889,000 | 32 |
| Number of Non-Managed Accounts | $515,000 | 96 |
| Personal Trust and Agency Accounts | $203,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $51,000 | 197 |
| Corporate Trust and Agency Accounts | $0 | 270 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 259 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $93,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $142,000 | 161 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 354 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,799,000 | 86 |
| Number of Managed Accounts | $2,255,000 | 80 |
| Personal Trust and Agency Accounts | $733,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $346,000 | 131 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $991,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $125,000 | 50 |
| Other Fiduciary Accounts | $15,000 | 44 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $334,000 | 129 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $544,000 | 86 |
| Personal Trust and Agency Accounts | $202,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $165,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $51,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $93,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $150,000 | 132 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 196 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,869,000 | 88 |
| Number of Managed Accounts | $2,301,000 | 78 |
| Personal Trust and Agency Accounts | $745,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $355,000 | 130 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $1,012,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $128,000 | 48 |
| Other Fiduciary Accounts | $15,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $341,000 | 125 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $568,000 | 82 |
| Personal Trust and Agency Accounts | $207,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $180,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $54,000 | 121 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 75 |
| Other Fiduciary Accounts | $93,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $180,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 185 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,919,000 | 86 |
| Number of Managed Accounts | $2,328,000 | 75 |
| Personal Trust and Agency Accounts | $743,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $372,000 | 116 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $1,021,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $125,000 | 49 |
| Other Fiduciary Accounts | $17,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $357,000 | 118 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $591,000 | 83 |
| Personal Trust and Agency Accounts | $217,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $190,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $56,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 76 |
| Other Fiduciary Accounts | $94,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $185,000 | 119 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 181 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,014,000 | 84 |
| Number of Managed Accounts | $2,372,000 | 73 |
| Personal Trust and Agency Accounts | $739,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $402,000 | 111 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $1,037,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $126,000 | 50 |
| Other Fiduciary Accounts | $17,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $387,000 | 106 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $930,000 | 35 |
| Number of Non-Managed Accounts | $642,000 | 90 |
| Personal Trust and Agency Accounts | $228,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $220,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $63,000 | 185 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 84 |
| Other Fiduciary Accounts | $96,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $182,000 | 140 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 287 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,080,000 | 80 |
| Number of Managed Accounts | $2,425,000 | 70 |
| Personal Trust and Agency Accounts | $759,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $421,000 | 102 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,051,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $125,000 | 51 |
| Other Fiduciary Accounts | $17,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $406,000 | 96 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $655,000 | 80 |
| Personal Trust and Agency Accounts | $219,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $236,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $63,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $99,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $190,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $42,000 | 170 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,142,000 | 78 |
| Number of Managed Accounts | $2,431,000 | 69 |
| Personal Trust and Agency Accounts | $756,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $421,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,057,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $126,000 | 48 |
| Other Fiduciary Accounts | $17,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $405,000 | 96 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $711,000 | 78 |
| Personal Trust and Agency Accounts | $222,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $286,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $63,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 81 |
| Other Fiduciary Accounts | $101,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $188,000 | 112 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $44,000 | 163 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,173,000 | 79 |
| Number of Managed Accounts | $2,436,000 | 72 |
| Personal Trust and Agency Accounts | $749,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $429,000 | 95 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,063,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $125,000 | 47 |
| Other Fiduciary Accounts | $18,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $409,000 | 92 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $737,000 | 80 |
| Personal Trust and Agency Accounts | $239,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $294,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $61,000 | 125 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 79 |
| Other Fiduciary Accounts | $102,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $194,000 | 110 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 166 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,216,000 | 80 |
| Number of Managed Accounts | $2,454,000 | 73 |
| Personal Trust and Agency Accounts | $732,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $435,000 | 90 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $1,086,000 | 54 |
| Number of foundation and endowment trust and agency accounts, managed assets | $126,000 | 47 |
| Other Fiduciary Accounts | $19,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $417,000 | 87 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,569,000 | 22 |
| Number of Non-Managed Accounts | $762,000 | 86 |
| Personal Trust and Agency Accounts | $246,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $307,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 185 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 87 |
| Other Fiduciary Accounts | $103,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $208,000 | 129 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 293 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,237,000 | 77 |
| Number of Managed Accounts | $2,482,000 | 71 |
| Personal Trust and Agency Accounts | $743,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 118 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $434,000 | 84 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $1,100,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $129,000 | 46 |
| Other Fiduciary Accounts | $20,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $416,000 | 80 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $755,000 | 79 |
| Personal Trust and Agency Accounts | $221,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $318,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 117 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 76 |
| Other Fiduciary Accounts | $104,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $235,000 | 98 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 162 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,264,000 | 77 |
| Number of Managed Accounts | $2,497,000 | 69 |
| Personal Trust and Agency Accounts | $750,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $429,000 | 83 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $1,117,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $128,000 | 46 |
| Other Fiduciary Accounts | $22,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $412,000 | 80 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $767,000 | 80 |
| Personal Trust and Agency Accounts | $221,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $326,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $71,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 86 |
| Other Fiduciary Accounts | $107,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $239,000 | 94 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $51,000 | 164 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,290,000 | 76 |
| Number of Managed Accounts | $2,497,000 | 68 |
| Personal Trust and Agency Accounts | $759,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $433,000 | 80 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $1,105,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $127,000 | 46 |
| Other Fiduciary Accounts | $22,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $416,000 | 80 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $793,000 | 80 |
| Personal Trust and Agency Accounts | $231,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $336,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 116 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 86 |
| Other Fiduciary Accounts | $105,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $219,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $54,000 | 164 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,329,000 | 74 |
| Number of Managed Accounts | $2,510,000 | 67 |
| Personal Trust and Agency Accounts | $774,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $439,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $1,099,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $128,000 | 45 |
| Other Fiduciary Accounts | $21,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $422,000 | 78 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,620,000 | 26 |
| Number of Non-Managed Accounts | $819,000 | 85 |
| Personal Trust and Agency Accounts | $245,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $342,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 178 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 96 |
| Other Fiduciary Accounts | $107,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $248,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $58,000 | 267 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,340,000 | 74 |
| Number of Managed Accounts | $2,516,000 | 64 |
| Personal Trust and Agency Accounts | $793,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $419,000 | 80 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,125,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $126,000 | 46 |
| Other Fiduciary Accounts | $19,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $414,000 | 74 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $824,000 | 75 |
| Personal Trust and Agency Accounts | $229,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $357,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 57 |
| Other Fiduciary Accounts | $103,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $246,000 | 97 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 149 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,725,000 | 65 |
| Number of Managed Accounts | $2,896,000 | 56 |
| Personal Trust and Agency Accounts | $808,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $421,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $1,488,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $126,000 | 46 |
| Other Fiduciary Accounts | $19,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $416,000 | 71 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $829,000 | 75 |
| Personal Trust and Agency Accounts | $228,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $358,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 106 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
| Other Fiduciary Accounts | $105,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $254,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $57,000 | 151 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,876,000 | 63 |
| Number of Managed Accounts | $3,039,000 | 53 |
| Personal Trust and Agency Accounts | $816,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $425,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,620,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $126,000 | 45 |
| Other Fiduciary Accounts | $18,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $420,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $837,000 | 72 |
| Personal Trust and Agency Accounts | $228,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $362,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 106 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 47 |
| Other Fiduciary Accounts | $107,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $257,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $57,000 | 148 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,904,000 | 64 |
| Number of Managed Accounts | $3,060,000 | 53 |
| Personal Trust and Agency Accounts | $822,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $415,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $1,637,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $129,000 | 44 |
| Other Fiduciary Accounts | $21,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $410,000 | 71 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,148,000 | 24 |
| Number of Non-Managed Accounts | $844,000 | 81 |
| Personal Trust and Agency Accounts | $232,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $359,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 176 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 329 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
| Other Fiduciary Accounts | $106,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $266,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $58,000 | 268 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,988,000 | 64 |
| Number of Managed Accounts | $3,130,000 | 54 |
| Personal Trust and Agency Accounts | $860,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 155 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $416,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,667,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $128,000 | 45 |
| Other Fiduciary Accounts | $23,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $410,000 | 69 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $858,000 | 69 |
| Personal Trust and Agency Accounts | $234,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $361,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $90,000 | 98 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
| Other Fiduciary Accounts | $107,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $270,000 | 91 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $60,000 | 140 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,983,000 | 66 |
| Number of Managed Accounts | $3,154,000 | 54 |
| Personal Trust and Agency Accounts | $884,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $410,000 | 79 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $1,666,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 42 |
| Other Fiduciary Accounts | $24,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $403,000 | 72 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $829,000 | 74 |
| Personal Trust and Agency Accounts | $229,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $365,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $60,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $97,000 | 96 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
| Other Fiduciary Accounts | $71,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $306,000 | 84 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $64,000 | 135 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,056,000 | 65 |
| Number of Managed Accounts | $3,217,000 | 51 |
| Personal Trust and Agency Accounts | $915,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $423,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $1,688,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 42 |
| Other Fiduciary Accounts | $24,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $414,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $839,000 | 75 |
| Personal Trust and Agency Accounts | $221,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $380,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $98,000 | 94 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 47 |
| Other Fiduciary Accounts | $71,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $315,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $66,000 | 132 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,089,000 | 65 |
| Number of Managed Accounts | $3,240,000 | 50 |
| Personal Trust and Agency Accounts | $925,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $433,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $1,688,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 39 |
| Other Fiduciary Accounts | $24,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $425,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,359,000 | 24 |
| Number of Non-Managed Accounts | $849,000 | 85 |
| Personal Trust and Agency Accounts | $211,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $388,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $96,000 | 159 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 120 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 41 |
| Other Fiduciary Accounts | $71,000 | 45 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $312,000 | 92 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $64,000 | 251 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,134,000 | 65 |
| Number of Managed Accounts | $3,261,000 | 49 |
| Personal Trust and Agency Accounts | $943,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $425,000 | 68 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $1,701,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 41 |
| Other Fiduciary Accounts | $25,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $417,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $873,000 | 76 |
| Personal Trust and Agency Accounts | $229,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $397,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $95,000 | 92 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 37 |
| Other Fiduciary Accounts | $71,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $314,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $63,000 | 131 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,230,000 | 64 |
| Number of Managed Accounts | $3,350,000 | 47 |
| Personal Trust and Agency Accounts | $980,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $434,000 | 66 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $1,743,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 39 |
| Other Fiduciary Accounts | $26,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $14,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $426,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $880,000 | 76 |
| Personal Trust and Agency Accounts | $220,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $410,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $66,000 | 27 |
| Number non-managed other employee benefit and retirement-related accounts | $90,000 | 95 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 89 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $76,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $308,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 133 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,304,000 | 65 |
| Number of Managed Accounts | $3,403,000 | 46 |
| Personal Trust and Agency Accounts | $1,001,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $428,000 | 65 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $1,783,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $139,000 | 35 |
| Other Fiduciary Accounts | $23,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $420,000 | 58 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $901,000 | 74 |
| Personal Trust and Agency Accounts | $225,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $421,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $95,000 | 87 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 87 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $76,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $309,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $61,000 | 127 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,371,000 | 70 |
| Number of Managed Accounts | $3,459,000 | 48 |
| Personal Trust and Agency Accounts | $1,030,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $441,000 | 63 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $1,797,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | $139,000 | 37 |
| Other Fiduciary Accounts | $22,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $433,000 | 55 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,594,000 | 25 |
| Number of Non-Managed Accounts | $912,000 | 84 |
| Personal Trust and Agency Accounts | $224,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $429,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $95,000 | 156 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 148 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 41 |
| Other Fiduciary Accounts | $76,000 | 42 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $305,000 | 96 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $61,000 | 255 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,451,000 | 66 |
| Number of Managed Accounts | $3,539,000 | 47 |
| Personal Trust and Agency Accounts | $1,060,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 179 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $446,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $1,880,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $123,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $912,000 | 76 |
| Personal Trust and Agency Accounts | $209,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $446,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $97,000 | 95 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $86,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $309,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,540,000 | 66 |
| Number of Managed Accounts | $3,614,000 | 48 |
| Personal Trust and Agency Accounts | $1,115,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $470,000 | 62 |
| Corporate Trust and Agency Accounts | $2,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $1,877,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $121,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $926,000 | 74 |
| Personal Trust and Agency Accounts | $204,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $454,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $103,000 | 98 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $86,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $304,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,644,000 | 61 |
| Number of Managed Accounts | $3,695,000 | 47 |
| Personal Trust and Agency Accounts | $1,123,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $487,000 | 60 |
| Corporate Trust and Agency Accounts | $2,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $1,932,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $121,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $949,000 | 70 |
| Personal Trust and Agency Accounts | $204,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $475,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 27 |
| Number non-managed other employee benefit and retirement-related accounts | $102,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $88,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $320,000 | 91 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,722,000 | 65 |
| Number of Managed Accounts | $3,762,000 | 47 |
| Personal Trust and Agency Accounts | $1,137,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $502,000 | 62 |
| Corporate Trust and Agency Accounts | $2,000 | 168 |
| Number of managed investment management and investment advisory agency accounts | $1,972,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $121,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $960,000 | 87 |
| Personal Trust and Agency Accounts | $202,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $484,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $103,000 | 169 |
| Corporate Trust and Agency Accounts | $0 | 375 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $89,000 | 47 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $331,000 | 101 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,750,000 | 63 |
| Number of Managed Accounts | $3,770,000 | 47 |
| Personal Trust and Agency Accounts | $1,152,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $505,000 | 58 |
| Corporate Trust and Agency Accounts | $2,000 | 78 |
| Number of managed investment management and investment advisory agency accounts | $1,960,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $121,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $980,000 | 77 |
| Personal Trust and Agency Accounts | $202,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $502,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $104,000 | 103 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $91,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $339,000 | 88 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,675,000 | 65 |
| Number of Managed Accounts | $3,789,000 | 49 |
| Personal Trust and Agency Accounts | $1,186,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 207 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $507,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $1,956,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $116,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $886,000 | 80 |
| Personal Trust and Agency Accounts | $90,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $540,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 116 |
| Corporate Trust and Agency Accounts | $0 | 177 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $93,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $323,000 | 94 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,726,000 | 62 |
| Number of Managed Accounts | $3,803,000 | 49 |
| Personal Trust and Agency Accounts | $1,231,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 210 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $508,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $1,924,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $116,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $923,000 | 78 |
| Personal Trust and Agency Accounts | $96,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $567,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $81,000 | 115 |
| Corporate Trust and Agency Accounts | $0 | 179 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $93,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $321,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,704,000 | 67 |
| Number of Managed Accounts | $3,767,000 | 50 |
| Personal Trust and Agency Accounts | $1,229,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $515,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $1,877,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $117,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $937,000 | 86 |
| Personal Trust and Agency Accounts | $97,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $569,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $84,000 | 187 |
| Corporate Trust and Agency Accounts | $0 | 389 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $93,000 | 46 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $328,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,719,000 | 62 |
| Number of Managed Accounts | $3,759,000 | 49 |
| Personal Trust and Agency Accounts | $1,254,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $518,000 | 54 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $1,838,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $117,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $960,000 | 72 |
| Personal Trust and Agency Accounts | $93,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $593,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $93,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $85,000 | 109 |
| Corporate Trust and Agency Accounts | $0 | 189 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $96,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $333,000 | 85 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,708,000 | 64 |
| Number of Managed Accounts | $3,730,000 | 50 |
| Personal Trust and Agency Accounts | $1,275,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $505,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $1,801,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $117,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $978,000 | 69 |
| Personal Trust and Agency Accounts | $97,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $603,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 113 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $96,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $335,000 | 89 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,940,000 | 59 |
| Number of Managed Accounts | $3,689,000 | 48 |
| Personal Trust and Agency Accounts | $1,293,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 187 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $494,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $1,754,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $117,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $17,000 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,251,000 | 61 |
| Personal Trust and Agency Accounts | $94,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $868,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 115 |
| Corporate Trust and Agency Accounts | $0 | 190 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $95,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $334,000 | 89 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,923,000 | 64 |
| Number of Managed Accounts | $3,656,000 | 49 |
| Personal Trust and Agency Accounts | $1,298,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 239 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $493,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $1,711,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $120,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $39,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,267,000 | 70 |
| Personal Trust and Agency Accounts | $91,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $885,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $81,000 | 194 |
| Corporate Trust and Agency Accounts | $0 | 403 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $95,000 | 46 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $320,000 | 110 |
| Fiduciary Accounts Held in Foreign Offices | $6,000 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,957,000 | 65 |
| Number of Managed Accounts | $3,649,000 | 52 |
| Personal Trust and Agency Accounts | $1,353,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 193 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $497,000 | 53 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $1,645,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $121,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $39,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,308,000 | 64 |
| Personal Trust and Agency Accounts | $93,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $916,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $81,000 | 117 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $94,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $332,000 | 90 |
| Fiduciary Accounts Held in Foreign Offices | $8,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,852,000 | 67 |
| Number of Managed Accounts | $3,474,000 | 56 |
| Personal Trust and Agency Accounts | $1,391,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 202 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $502,000 | 54 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $1,427,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $122,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $39,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,378,000 | 62 |
| Personal Trust and Agency Accounts | $91,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $962,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $146,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 116 |
| Corporate Trust and Agency Accounts | $0 | 194 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $96,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $331,000 | 92 |
| Fiduciary Accounts Held in Foreign Offices | $8,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,770,000 | 67 |
| Number of Managed Accounts | $3,341,000 | 57 |
| Personal Trust and Agency Accounts | $1,443,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $505,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $1,240,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $122,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,429,000 | 60 |
| Personal Trust and Agency Accounts | $104,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $997,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $146,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $86,000 | 118 |
| Corporate Trust and Agency Accounts | $0 | 196 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $96,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $332,000 | 94 |
| Fiduciary Accounts Held in Foreign Offices | $9,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,791,000 | 74 |
| Number of Managed Accounts | $3,360,000 | 62 |
| Personal Trust and Agency Accounts | $1,473,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 283 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $514,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $1,223,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $119,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,431,000 | 66 |
| Personal Trust and Agency Accounts | $90,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,018,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $141,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $85,000 | 200 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $97,000 | 46 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $328,000 | 114 |
| Fiduciary Accounts Held in Foreign Offices | $9,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,874,000 | 65 |
| Number of Managed Accounts | $3,404,000 | 58 |
| Personal Trust and Agency Accounts | $1,499,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $532,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $1,221,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $118,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,470,000 | 58 |
| Personal Trust and Agency Accounts | $86,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,051,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $146,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $90,000 | 111 |
| Corporate Trust and Agency Accounts | $0 | 200 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $97,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $331,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | $9,000 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,048,000 | 62 |
| Number of Managed Accounts | $3,482,000 | 53 |
| Personal Trust and Agency Accounts | $1,544,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 193 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $558,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $1,224,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $118,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $38,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,566,000 | 54 |
| Personal Trust and Agency Accounts | $95,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,086,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $194,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $89,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 207 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $102,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $328,000 | 94 |
| Fiduciary Accounts Held in Foreign Offices | $9,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,148,000 | 64 |
| Number of Managed Accounts | $3,483,000 | 56 |
| Personal Trust and Agency Accounts | $1,521,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $568,000 | 49 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $1,180,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $174,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $38,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,665,000 | 57 |
| Personal Trust and Agency Accounts | $171,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,095,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $193,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $98,000 | 109 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $108,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $337,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | $10,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,242,000 | 70 |
| Number of Managed Accounts | $3,512,000 | 59 |
| Personal Trust and Agency Accounts | $1,541,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 241 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $571,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $1,193,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $168,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $41,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,730,000 | 64 |
| Personal Trust and Agency Accounts | $183,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,103,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $225,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $107,000 | 171 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $112,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $339,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | $11,000 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,319,000 | 62 |
| Number of Managed Accounts | $3,545,000 | 57 |
| Personal Trust and Agency Accounts | $1,578,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 193 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $566,000 | 49 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $1,190,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $170,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $41,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,774,000 | 58 |
| Personal Trust and Agency Accounts | $163,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,162,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $228,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $112,000 | 100 |
| Corporate Trust and Agency Accounts | $0 | 201 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $109,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $341,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | $11,000 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,352,000 | 63 |
| Number of Managed Accounts | $3,575,000 | 57 |
| Personal Trust and Agency Accounts | $1,615,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 65 |
| Number of other employee benefit and retirement-related accounts | $559,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $1,184,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $174,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $17,000 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,777,000 | 61 |
| Personal Trust and Agency Accounts | $155,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,178,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $225,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $111,000 | 107 |
| Corporate Trust and Agency Accounts | $0 | 206 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $108,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $340,000 | 94 |
| Fiduciary Accounts Held in Foreign Offices | $11,000 | 15 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,398,000 | 64 |
| Number of Managed Accounts | $3,602,000 | 57 |
| Personal Trust and Agency Accounts | $1,664,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $564,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $1,155,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $174,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $18,000 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,796,000 | 60 |
| Personal Trust and Agency Accounts | $151,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,196,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $225,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $112,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 205 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $112,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $349,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | $11,000 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,433,000 | 70 |
| Number of Managed Accounts | $3,616,000 | 59 |
| Personal Trust and Agency Accounts | $1,708,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 247 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $563,000 | 47 |
| Corporate Trust and Agency Accounts | $1,000 | 258 |
| Number of managed investment management and investment advisory agency accounts | $1,143,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $153,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $20,000 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,817,000 | 63 |
| Personal Trust and Agency Accounts | $141,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,196,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $226,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $110,000 | 179 |
| Corporate Trust and Agency Accounts | $26,000 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $118,000 | 51 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $357,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | $11,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,480,000 | 66 |
| Number of Managed Accounts | $3,687,000 | 57 |
| Personal Trust and Agency Accounts | $1,762,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $570,000 | 42 |
| Corporate Trust and Agency Accounts | $1,000 | 102 |
| Number of managed investment management and investment advisory agency accounts | $1,123,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $153,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,793,000 | 65 |
| Personal Trust and Agency Accounts | $147,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,165,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $230,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $110,000 | 108 |
| Corporate Trust and Agency Accounts | $23,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $118,000 | 40 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $354,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | $11,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,548,000 | 66 |
| Number of Managed Accounts | $3,707,000 | 57 |
| Personal Trust and Agency Accounts | $1,804,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 148 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $564,000 | 41 |
| Corporate Trust and Agency Accounts | $1,000 | 109 |
| Number of managed investment management and investment advisory agency accounts | $1,109,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $154,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,841,000 | 66 |
| Personal Trust and Agency Accounts | $155,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,201,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $233,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $112,000 | 114 |
| Corporate Trust and Agency Accounts | $22,000 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $118,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $357,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | $11,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,585,000 | 69 |
| Number of Managed Accounts | $3,744,000 | 59 |
| Personal Trust and Agency Accounts | $1,833,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $578,000 | 40 |
| Corporate Trust and Agency Accounts | $1,000 | 116 |
| Number of managed investment management and investment advisory agency accounts | $1,103,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $151,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,841,000 | 68 |
| Personal Trust and Agency Accounts | $155,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,194,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $230,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $117,000 | 109 |
| Corporate Trust and Agency Accounts | $23,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $122,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $357,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | $13,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,625,000 | 71 |
| Number of Managed Accounts | $3,757,000 | 62 |
| Personal Trust and Agency Accounts | $1,865,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 170 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $573,000 | 40 |
| Corporate Trust and Agency Accounts | $1,000 | 295 |
| Number of managed investment management and investment advisory agency accounts | $1,083,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $155,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,868,000 | 70 |
| Personal Trust and Agency Accounts | $148,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,212,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $236,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $122,000 | 164 |
| Corporate Trust and Agency Accounts | $23,000 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $127,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $371,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | $14,000 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,742,000 | 63 |
| Number of Managed Accounts | $3,765,000 | 57 |
| Personal Trust and Agency Accounts | $1,958,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $575,000 | 38 |
| Corporate Trust and Agency Accounts | $2,000 | 233 |
| Number of managed investment management and investment advisory agency accounts | $961,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $150,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $44,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,977,000 | 64 |
| Personal Trust and Agency Accounts | $186,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,239,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $234,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $129,000 | 157 |
| Corporate Trust and Agency Accounts | $22,000 | 160 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $167,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $518,000 | 79 |
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |