| 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 | $11,315,000 | 38 |
| Number of Managed Accounts | $6,658,000 | 35 |
| Personal Trust and Agency Accounts | $3,396,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $422,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $1,362,000 | 71 |
| Corporate Trust and Agency Accounts | $4,000 | 67 |
| Number of managed investment management and investment advisory agency accounts | $1,100,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | $328,000 | 28 |
| Other Fiduciary Accounts | $32,000 | 28 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,358,000 | 48 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $9,050,000 | 8 |
| Number of Non-Managed Accounts | $4,657,000 | 28 |
| Personal Trust and Agency Accounts | $216,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $262,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 71 |
| Number non-managed other employee benefit and retirement-related accounts | $272,000 | 73 |
| Corporate Trust and Agency Accounts | $3,338,000 | 36 |
| Number of investment management and advisory agency accounts, non-managed assets | $44,000 | 88 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 18 |
| Other Fiduciary Accounts | $477,000 | 12 |
| Memoranda |
| Custody and Safekeeping Accounts | $419,203,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $410,072,000 | 11 |
| 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 | $11,271,000 | 38 |
| Number of Managed Accounts | $6,692,000 | 37 |
| Personal Trust and Agency Accounts | $3,432,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $420,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $1,369,000 | 65 |
| Corporate Trust and Agency Accounts | $4,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $1,103,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | $317,000 | 27 |
| Other Fiduciary Accounts | $33,000 | 22 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,365,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,579,000 | 29 |
| Personal Trust and Agency Accounts | $214,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $276,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 67 |
| Number non-managed other employee benefit and retirement-related accounts | $241,000 | 36 |
| Corporate Trust and Agency Accounts | $3,259,000 | 23 |
| Number of investment management and advisory agency accounts, non-managed assets | $54,000 | 72 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 18 |
| Other Fiduciary Accounts | $481,000 | 10 |
| Memoranda |
| Custody and Safekeeping Accounts | $425,388,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $416,067,000 | 10 |
| 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 | $11,073,000 | 37 |
| Number of Managed Accounts | $6,717,000 | 37 |
| Personal Trust and Agency Accounts | $3,449,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $417,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $1,387,000 | 61 |
| Corporate Trust and Agency Accounts | $4,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $1,104,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | $318,000 | 28 |
| Other Fiduciary Accounts | $25,000 | 25 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,383,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,356,000 | 30 |
| Personal Trust and Agency Accounts | $184,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $271,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 69 |
| Number non-managed other employee benefit and retirement-related accounts | $191,000 | 79 |
| Corporate Trust and Agency Accounts | $3,129,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 92 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 22 |
| Other Fiduciary Accounts | $497,000 | 11 |
| Memoranda |
| Custody and Safekeeping Accounts | $431,709,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $422,234,000 | 9 |
| 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 | $11,103,000 | 39 |
| Number of Managed Accounts | $6,749,000 | 37 |
| Personal Trust and Agency Accounts | $3,477,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $425,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $1,390,000 | 45 |
| Corporate Trust and Agency Accounts | $4,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $1,095,000 | 71 |
| Number of foundation and endowment trust and agency accounts, managed assets | $320,000 | 30 |
| Other Fiduciary Accounts | $27,000 | 24 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,386,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,354,000 | 31 |
| Personal Trust and Agency Accounts | $196,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $284,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $162,000 | 40 |
| Corporate Trust and Agency Accounts | $3,107,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $61,000 | 33 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 24 |
| Other Fiduciary Accounts | $494,000 | 10 |
| Memoranda |
| Custody and Safekeeping Accounts | $437,050,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $427,462,000 | 9 |
| 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 | $11,183,000 | 40 |
| Number of Managed Accounts | $6,812,000 | 35 |
| Personal Trust and Agency Accounts | $3,518,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $428,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $1,378,000 | 49 |
| Corporate Trust and Agency Accounts | $3,000 | 82 |
| Number of managed investment management and investment advisory agency accounts | $1,127,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $321,000 | 30 |
| Other Fiduciary Accounts | $25,000 | 30 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,374,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $10,382,000 | 8 |
| Number of Non-Managed Accounts | $4,371,000 | 32 |
| Personal Trust and Agency Accounts | $178,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $280,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $188,000 | 51 |
| Corporate Trust and Agency Accounts | $3,124,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $58,000 | 38 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 22 |
| Other Fiduciary Accounts | $496,000 | 11 |
| Memoranda |
| Custody and Safekeeping Accounts | $442,498,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $432,761,000 | 9 |
| 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 | $11,081,000 | 40 |
| Number of Managed Accounts | $6,808,000 | 35 |
| Personal Trust and Agency Accounts | $3,527,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $424,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $1,372,000 | 45 |
| Corporate Trust and Agency Accounts | $3,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $1,129,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | $321,000 | 30 |
| Other Fiduciary Accounts | $20,000 | 30 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,368,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,273,000 | 31 |
| Personal Trust and Agency Accounts | $188,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $278,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $177,000 | 39 |
| Corporate Trust and Agency Accounts | $3,043,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $54,000 | 35 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 21 |
| Other Fiduciary Accounts | $488,000 | 9 |
| Memoranda |
| Custody and Safekeeping Accounts | $448,342,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $438,548,000 | 9 |
| 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 | $10,974,000 | 36 |
| Number of Managed Accounts | $6,847,000 | 33 |
| Personal Trust and Agency Accounts | $3,550,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $418,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $1,389,000 | 43 |
| Corporate Trust and Agency Accounts | $4,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $1,132,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $321,000 | 26 |
| Other Fiduciary Accounts | $21,000 | 28 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,385,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,127,000 | 25 |
| Personal Trust and Agency Accounts | $165,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $287,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $135,000 | 53 |
| Corporate Trust and Agency Accounts | $2,976,000 | 14 |
| Number of investment management and advisory agency accounts, non-managed assets | $40,000 | 40 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 28 |
| Other Fiduciary Accounts | $482,000 | 9 |
| Memoranda |
| Custody and Safekeeping Accounts | $453,351,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $443,462,000 | 8 |
| 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 | $11,001,000 | 35 |
| Number of Managed Accounts | $6,820,000 | 33 |
| Personal Trust and Agency Accounts | $3,555,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $417,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,377,000 | 42 |
| Corporate Trust and Agency Accounts | $6,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $1,116,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $315,000 | 25 |
| Other Fiduciary Accounts | $22,000 | 26 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,373,000 | 42 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,181,000 | 25 |
| Personal Trust and Agency Accounts | $147,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $290,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $131,000 | 53 |
| Corporate Trust and Agency Accounts | $3,082,000 | 14 |
| Number of investment management and advisory agency accounts, non-managed assets | $38,000 | 41 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 23 |
| Other Fiduciary Accounts | $446,000 | 10 |
| Memoranda |
| Custody and Safekeeping Accounts | $457,886,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $448,016,000 | 8 |
| 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 | $11,071,000 | 36 |
| Number of Managed Accounts | $6,772,000 | 32 |
| Personal Trust and Agency Accounts | $3,543,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $408,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,371,000 | 41 |
| Corporate Trust and Agency Accounts | $6,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $1,105,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $307,000 | 24 |
| Other Fiduciary Accounts | $18,000 | 36 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,367,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $10,678,000 | 7 |
| Number of Non-Managed Accounts | $4,299,000 | 25 |
| Personal Trust and Agency Accounts | $174,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $300,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $152,000 | 61 |
| Corporate Trust and Agency Accounts | $3,107,000 | 14 |
| Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 52 |
| Number (#) individual retirement, health savings, and other similar accounts | $33,000 | 17 |
| Other Fiduciary Accounts | $472,000 | 11 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,144,000 | 56 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $145,000 | 102 |
| 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 | $10,736,000 | 36 |
| Number of Managed Accounts | $6,610,000 | 33 |
| Personal Trust and Agency Accounts | $3,539,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $254,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,372,000 | 43 |
| Corporate Trust and Agency Accounts | $5,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $1,101,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $308,000 | 25 |
| Other Fiduciary Accounts | $18,000 | 29 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,367,000 | 42 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,126,000 | 25 |
| Personal Trust and Agency Accounts | $142,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $301,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $135,000 | 54 |
| Corporate Trust and Agency Accounts | $2,980,000 | 14 |
| Number of investment management and advisory agency accounts, non-managed assets | $40,000 | 41 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 20 |
| Other Fiduciary Accounts | $479,000 | 10 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,125,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,000 | 72 |
| 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 | $10,732,000 | 36 |
| Number of Managed Accounts | $6,620,000 | 33 |
| Personal Trust and Agency Accounts | $3,552,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $253,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $1,362,000 | 42 |
| Corporate Trust and Agency Accounts | $5,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $1,112,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $304,000 | 26 |
| Other Fiduciary Accounts | $19,000 | 30 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,356,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,112,000 | 26 |
| Personal Trust and Agency Accounts | $140,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $321,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $126,000 | 57 |
| Corporate Trust and Agency Accounts | $2,927,000 | 14 |
| Number of investment management and advisory agency accounts, non-managed assets | $44,000 | 34 |
| Number (#) individual retirement, health savings, and other similar accounts | $49,000 | 14 |
| Other Fiduciary Accounts | $481,000 | 9 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,124,000 | 52 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $119,000 | 85 |
| 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 | $10,702,000 | 36 |
| Number of Managed Accounts | $6,599,000 | 33 |
| Personal Trust and Agency Accounts | $3,586,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $253,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,361,000 | 42 |
| Corporate Trust and Agency Accounts | $5,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $1,140,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $224,000 | 32 |
| Other Fiduciary Accounts | $17,000 | 29 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,354,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,103,000 | 27 |
| Personal Trust and Agency Accounts | $140,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $327,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $146,000 | 52 |
| Corporate Trust and Agency Accounts | $2,887,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | $41,000 | 39 |
| Number (#) individual retirement, health savings, and other similar accounts | $45,000 | 15 |
| Other Fiduciary Accounts | $491,000 | 10 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,129,000 | 52 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $140,000 | 73 |
| 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 | $10,886,000 | 37 |
| Number of Managed Accounts | $6,638,000 | 34 |
| Personal Trust and Agency Accounts | $3,596,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $254,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $1,377,000 | 41 |
| Corporate Trust and Agency Accounts | $6,000 | 51 |
| Number of managed investment management and investment advisory agency accounts | $1,105,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $270,000 | 28 |
| Other Fiduciary Accounts | $18,000 | 37 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,370,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $10,678,000 | 9 |
| Number of Non-Managed Accounts | $4,248,000 | 27 |
| Personal Trust and Agency Accounts | $157,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $330,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $149,000 | 70 |
| Corporate Trust and Agency Accounts | $2,863,000 | 16 |
| Number of investment management and advisory agency accounts, non-managed assets | $43,000 | 46 |
| Number (#) individual retirement, health savings, and other similar accounts | $187,000 | 7 |
| Other Fiduciary Accounts | $490,000 | 11 |
| Memoranda |
| Custody and Safekeeping Accounts | $4,915,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $143,000 | 109 |
| 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 | $10,762,000 | 37 |
| Number of Managed Accounts | $6,658,000 | 33 |
| Personal Trust and Agency Accounts | $3,635,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $252,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,380,000 | 42 |
| Corporate Trust and Agency Accounts | $7,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $1,088,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $265,000 | 29 |
| Other Fiduciary Accounts | $17,000 | 31 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,373,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,104,000 | 27 |
| Personal Trust and Agency Accounts | $153,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $327,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $151,000 | 49 |
| Corporate Trust and Agency Accounts | $2,727,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | $41,000 | 41 |
| Number (#) individual retirement, health savings, and other similar accounts | $183,000 | 7 |
| Other Fiduciary Accounts | $496,000 | 10 |
| Memoranda |
| Custody and Safekeeping Accounts | $5,036,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $145,000 | 71 |
| 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 | $11,117,000 | 36 |
| Number of Managed Accounts | $6,700,000 | 33 |
| Personal Trust and Agency Accounts | $3,655,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $252,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $1,384,000 | 40 |
| Corporate Trust and Agency Accounts | $8,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $1,095,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $268,000 | 29 |
| Other Fiduciary Accounts | $19,000 | 32 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,376,000 | 38 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,417,000 | 25 |
| Personal Trust and Agency Accounts | $181,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $330,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $159,000 | 53 |
| Corporate Trust and Agency Accounts | $2,960,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | $55,000 | 38 |
| Number (#) individual retirement, health savings, and other similar accounts | $202,000 | 8 |
| Other Fiduciary Accounts | $502,000 | 10 |
| Memoranda |
| Custody and Safekeeping Accounts | $5,229,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $154,000 | 73 |
| 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 | $10,793,000 | 36 |
| Number of Managed Accounts | $6,717,000 | 33 |
| Personal Trust and Agency Accounts | $3,582,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $246,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $1,379,000 | 40 |
| Corporate Trust and Agency Accounts | $5,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $1,225,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $248,000 | 29 |
| Other Fiduciary Accounts | $16,000 | 35 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,371,000 | 39 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,076,000 | 25 |
| Personal Trust and Agency Accounts | $174,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $335,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $179,000 | 45 |
| Corporate Trust and Agency Accounts | $2,622,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | $58,000 | 37 |
| Number (#) individual retirement, health savings, and other similar accounts | $181,000 | 8 |
| Other Fiduciary Accounts | $501,000 | 10 |
| Memoranda |
| Custody and Safekeeping Accounts | $5,193,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $173,000 | 66 |
| 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 | $10,864,000 | 36 |
| Number of Managed Accounts | $6,749,000 | 34 |
| Personal Trust and Agency Accounts | $3,599,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $237,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $1,398,000 | 40 |
| Corporate Trust and Agency Accounts | $5,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $1,214,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $262,000 | 28 |
| Other Fiduciary Accounts | $20,000 | 36 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,390,000 | 39 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $12,650,000 | 9 |
| Number of Non-Managed Accounts | $4,115,000 | 26 |
| Personal Trust and Agency Accounts | $191,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $344,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $183,000 | 59 |
| Corporate Trust and Agency Accounts | $2,646,000 | 15 |
| Number of investment management and advisory agency accounts, non-managed assets | $53,000 | 42 |
| Number (#) individual retirement, health savings, and other similar accounts | $177,000 | 8 |
| Other Fiduciary Accounts | $496,000 | 13 |
| Memoranda |
| Custody and Safekeeping Accounts | $5,356,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $204,000 | 81 |
| 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 | $10,086,000 | 37 |
| Number of Managed Accounts | $6,757,000 | 37 |
| Personal Trust and Agency Accounts | $3,217,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $228,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $1,397,000 | 39 |
| Corporate Trust and Agency Accounts | $6,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $1,720,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | $169,000 | 45 |
| Other Fiduciary Accounts | $8,000 | 52 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,377,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,329,000 | 30 |
| Personal Trust and Agency Accounts | $145,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $354,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $248,000 | 39 |
| Corporate Trust and Agency Accounts | $1,814,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $80,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $174,000 | 8 |
| Other Fiduciary Accounts | $487,000 | 12 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,171,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $210,000 | 55 |
| 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 | $10,048,000 | 37 |
| Number of Managed Accounts | $6,780,000 | 37 |
| Personal Trust and Agency Accounts | $3,228,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $225,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $1,410,000 | 36 |
| Corporate Trust and Agency Accounts | $5,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $1,743,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | $147,000 | 52 |
| Other Fiduciary Accounts | $9,000 | 56 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,387,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,268,000 | 32 |
| Personal Trust and Agency Accounts | $175,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $342,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $257,000 | 42 |
| Corporate Trust and Agency Accounts | $1,749,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $69,000 | 36 |
| Number (#) individual retirement, health savings, and other similar accounts | $148,000 | 8 |
| Other Fiduciary Accounts | $504,000 | 12 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,504,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $219,000 | 60 |
| 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 | $10,001,000 | 37 |
| Number of Managed Accounts | $6,876,000 | 36 |
| Personal Trust and Agency Accounts | $3,269,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $204,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $1,411,000 | 37 |
| Corporate Trust and Agency Accounts | $5,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $1,797,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $150,000 | 51 |
| Other Fiduciary Accounts | $14,000 | 43 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,391,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,125,000 | 34 |
| Personal Trust and Agency Accounts | $148,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $299,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $235,000 | 46 |
| Corporate Trust and Agency Accounts | $1,697,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $63,000 | 38 |
| Number (#) individual retirement, health savings, and other similar accounts | $127,000 | 10 |
| Other Fiduciary Accounts | $518,000 | 11 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,107,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $211,000 | 61 |
| 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 | $10,223,000 | 37 |
| Number of Managed Accounts | $6,914,000 | 35 |
| Personal Trust and Agency Accounts | $3,280,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $194,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $1,431,000 | 35 |
| Corporate Trust and Agency Accounts | $5,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $1,812,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | $154,000 | 51 |
| Other Fiduciary Accounts | $10,000 | 67 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,409,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $12,785,000 | 8 |
| Number of Non-Managed Accounts | $3,309,000 | 31 |
| Personal Trust and Agency Accounts | $269,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $304,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $251,000 | 53 |
| Corporate Trust and Agency Accounts | $1,711,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $83,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $125,000 | 9 |
| Other Fiduciary Accounts | $527,000 | 13 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,293,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $233,000 | 73 |
| 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 | $10,523,000 | 36 |
| Number of Managed Accounts | $7,164,000 | 33 |
| Personal Trust and Agency Accounts | $3,404,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $187,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $1,479,000 | 35 |
| Corporate Trust and Agency Accounts | $5,000 | 38 |
| Number of managed investment management and investment advisory agency accounts | $1,895,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $152,000 | 51 |
| Other Fiduciary Accounts | $12,000 | 43 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,456,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,359,000 | 30 |
| Personal Trust and Agency Accounts | $217,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $308,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $276,000 | 41 |
| Corporate Trust and Agency Accounts | $1,781,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $83,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $123,000 | 11 |
| Other Fiduciary Accounts | $534,000 | 12 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,454,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $254,000 | 58 |
| 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 | $10,729,000 | 35 |
| Number of Managed Accounts | $7,356,000 | 32 |
| Personal Trust and Agency Accounts | $3,438,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $176,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $1,563,000 | 33 |
| Corporate Trust and Agency Accounts | $54,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $1,930,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $159,000 | 50 |
| Other Fiduciary Accounts | $5,000 | 63 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,541,000 | 33 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,373,000 | 29 |
| Personal Trust and Agency Accounts | $187,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $317,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $315,000 | 36 |
| Corporate Trust and Agency Accounts | $1,985,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $92,000 | 26 |
| Number (#) individual retirement, health savings, and other similar accounts | $121,000 | 11 |
| Other Fiduciary Accounts | $318,000 | 13 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,596,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $324,000 | 49 |
| 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 | $10,880,000 | 36 |
| Number of Managed Accounts | $7,525,000 | 32 |
| Personal Trust and Agency Accounts | $3,453,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $168,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $1,671,000 | 31 |
| Corporate Trust and Agency Accounts | $55,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $1,987,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $156,000 | 49 |
| Other Fiduciary Accounts | $6,000 | 60 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,647,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,355,000 | 30 |
| Personal Trust and Agency Accounts | $172,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $322,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $348,000 | 35 |
| Corporate Trust and Agency Accounts | $1,944,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $81,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $121,000 | 11 |
| Other Fiduciary Accounts | $327,000 | 14 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,685,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $390,000 | 42 |
| 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 | $11,129,000 | 36 |
| Number of Managed Accounts | $7,569,000 | 32 |
| Personal Trust and Agency Accounts | $3,450,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $183,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $1,715,000 | 31 |
| Corporate Trust and Agency Accounts | $46,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $1,996,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $143,000 | 51 |
| Other Fiduciary Accounts | $7,000 | 86 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,692,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $13,303,000 | 8 |
| Number of Non-Managed Accounts | $3,560,000 | 31 |
| Personal Trust and Agency Accounts | $193,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $337,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $361,000 | 44 |
| Corporate Trust and Agency Accounts | $2,103,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | $80,000 | 32 |
| Number (#) individual retirement, health savings, and other similar accounts | $119,000 | 11 |
| Other Fiduciary Accounts | $327,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,438,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $384,000 | 50 |
| 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 | $11,028,000 | 37 |
| Number of Managed Accounts | $7,495,000 | 32 |
| Personal Trust and Agency Accounts | $3,483,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $144,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $1,682,000 | 31 |
| Corporate Trust and Agency Accounts | $46,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $1,974,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 53 |
| Other Fiduciary Accounts | $6,000 | 59 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,663,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,533,000 | 30 |
| Personal Trust and Agency Accounts | $167,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $338,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $396,000 | 28 |
| Corporate Trust and Agency Accounts | $2,067,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | $68,000 | 33 |
| Number (#) individual retirement, health savings, and other similar accounts | $121,000 | 10 |
| Other Fiduciary Accounts | $337,000 | 15 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,456,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $404,000 | 42 |
| 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 | $11,020,000 | 36 |
| Number of Managed Accounts | $7,489,000 | 32 |
| Personal Trust and Agency Accounts | $3,563,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $122,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $1,674,000 | 29 |
| Corporate Trust and Agency Accounts | $25,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $1,945,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 54 |
| Other Fiduciary Accounts | $3,000 | 84 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,665,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,531,000 | 30 |
| Personal Trust and Agency Accounts | $162,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $361,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $414,000 | 29 |
| Corporate Trust and Agency Accounts | $2,012,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | $81,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $122,000 | 9 |
| Other Fiduciary Accounts | $342,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,557,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $418,000 | 40 |
| 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 | $11,177,000 | 36 |
| Number of Managed Accounts | $7,396,000 | 31 |
| Personal Trust and Agency Accounts | $3,497,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $101,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $1,663,000 | 29 |
| Corporate Trust and Agency Accounts | $26,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $1,951,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 53 |
| Other Fiduciary Accounts | $5,000 | 70 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,643,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,781,000 | 28 |
| Personal Trust and Agency Accounts | $271,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $370,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $516,000 | 25 |
| Corporate Trust and Agency Accounts | $1,934,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | $187,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $124,000 | 10 |
| Other Fiduciary Accounts | $338,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,446,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $517,000 | 39 |
| 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 | $11,192,000 | 36 |
| Number of Managed Accounts | $7,411,000 | 33 |
| Personal Trust and Agency Accounts | $3,446,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $70,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $1,677,000 | 29 |
| Corporate Trust and Agency Accounts | $23,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $2,013,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $96,000 | 68 |
| Other Fiduciary Accounts | $70,000 | 18 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,393,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $12,542,000 | 7 |
| Number of Non-Managed Accounts | $3,781,000 | 30 |
| Personal Trust and Agency Accounts | $180,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $442,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $477,000 | 28 |
| Corporate Trust and Agency Accounts | $2,044,000 | 16 |
| Number of investment management and advisory agency accounts, non-managed assets | $220,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $108,000 | 11 |
| Other Fiduciary Accounts | $278,000 | 19 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,634,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $449,000 | 46 |
| 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 | $11,107,000 | 35 |
| Number of Managed Accounts | $7,543,000 | 32 |
| Personal Trust and Agency Accounts | $3,490,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $59,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $1,758,000 | 27 |
| Corporate Trust and Agency Accounts | $19,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $2,100,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 67 |
| Other Fiduciary Accounts | $8,000 | 54 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,736,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,564,000 | 29 |
| Personal Trust and Agency Accounts | $163,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $432,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $497,000 | 25 |
| Corporate Trust and Agency Accounts | $1,885,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | $95,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $103,000 | 11 |
| Other Fiduciary Accounts | $356,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $6,840,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $468,000 | 38 |
| 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 | $11,094,000 | 35 |
| Number of Managed Accounts | $7,475,000 | 33 |
| Personal Trust and Agency Accounts | $3,475,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $35,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $1,749,000 | 27 |
| Corporate Trust and Agency Accounts | $14,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $2,073,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | $96,000 | 65 |
| Other Fiduciary Accounts | $17,000 | 38 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,727,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,619,000 | 29 |
| Personal Trust and Agency Accounts | $188,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $467,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $540,000 | 26 |
| Corporate Trust and Agency Accounts | $1,806,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $151,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $103,000 | 12 |
| Other Fiduciary Accounts | $326,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,388,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $505,000 | 36 |
| 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 | $11,140,000 | 35 |
| Number of Managed Accounts | $7,489,000 | 32 |
| Personal Trust and Agency Accounts | $3,477,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $37,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $1,769,000 | 27 |
| Corporate Trust and Agency Accounts | $17,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $2,069,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 65 |
| Other Fiduciary Accounts | $9,000 | 59 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,745,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,651,000 | 28 |
| Personal Trust and Agency Accounts | $168,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $450,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $610,000 | 24 |
| Corporate Trust and Agency Accounts | $1,779,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | $162,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $106,000 | 11 |
| Other Fiduciary Accounts | $344,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,282,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $570,000 | 34 |
| 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 | $11,302,000 | 34 |
| Number of Managed Accounts | $7,841,000 | 30 |
| Personal Trust and Agency Accounts | $3,540,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $37,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $1,884,000 | 26 |
| Corporate Trust and Agency Accounts | $62,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $2,184,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 64 |
| Other Fiduciary Accounts | $14,000 | 52 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,838,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $15,532,000 | 9 |
| Number of Non-Managed Accounts | $3,461,000 | 31 |
| Personal Trust and Agency Accounts | $123,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $468,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $565,000 | 29 |
| Corporate Trust and Agency Accounts | $1,714,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $119,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $103,000 | 11 |
| Other Fiduciary Accounts | $338,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,548,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $508,000 | 41 |
| 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 | $11,170,000 | 35 |
| Number of Managed Accounts | $7,851,000 | 30 |
| Personal Trust and Agency Accounts | $3,564,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $33,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $1,895,000 | 25 |
| Corporate Trust and Agency Accounts | $60,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $2,176,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $94,000 | 62 |
| Other Fiduciary Accounts | $9,000 | 60 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,867,000 | 24 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,319,000 | 30 |
| Personal Trust and Agency Accounts | $134,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $450,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $557,000 | 23 |
| Corporate Trust and Agency Accounts | $1,615,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $87,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $104,000 | 10 |
| Other Fiduciary Accounts | $344,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,239,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $513,000 | 36 |
| 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 | $10,323,000 | 35 |
| Number of Managed Accounts | $7,443,000 | 31 |
| Personal Trust and Agency Accounts | $3,350,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $38,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $1,804,000 | 26 |
| Corporate Trust and Agency Accounts | $60,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $2,065,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 66 |
| Other Fiduciary Accounts | $15,000 | 40 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,789,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,880,000 | 35 |
| Personal Trust and Agency Accounts | $128,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $424,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $539,000 | 22 |
| Corporate Trust and Agency Accounts | $1,355,000 | 24 |
| Number of investment management and advisory agency accounts, non-managed assets | $66,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $94,000 | 11 |
| Other Fiduciary Accounts | $249,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,159,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $507,000 | 35 |
| 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 | $10,593,000 | 35 |
| Number of Managed Accounts | $7,344,000 | 32 |
| Personal Trust and Agency Accounts | $3,304,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $41,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $1,778,000 | 26 |
| Corporate Trust and Agency Accounts | $59,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $2,044,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $97,000 | 63 |
| Other Fiduciary Accounts | $6,000 | 66 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,763,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,249,000 | 31 |
| Personal Trust and Agency Accounts | $128,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $460,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $589,000 | 25 |
| Corporate Trust and Agency Accounts | $1,415,000 | 24 |
| Number of investment management and advisory agency accounts, non-managed assets | $118,000 | 20 |
| Number (#) individual retirement, health savings, and other similar accounts | $112,000 | 10 |
| Other Fiduciary Accounts | $395,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,908,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $555,000 | 34 |
| 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 | $10,871,000 | 35 |
| Number of Managed Accounts | $7,396,000 | 31 |
| Personal Trust and Agency Accounts | $3,363,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $40,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $1,763,000 | 26 |
| Corporate Trust and Agency Accounts | $57,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $2,050,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 63 |
| Other Fiduciary Accounts | $9,000 | 76 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,737,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,021,000 | 15 |
| Number of Non-Managed Accounts | $3,475,000 | 33 |
| Personal Trust and Agency Accounts | $203,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $467,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $645,000 | 28 |
| Corporate Trust and Agency Accounts | $1,516,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $152,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $113,000 | 12 |
| Other Fiduciary Accounts | $346,000 | 16 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,719,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $600,000 | 38 |
| 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 | $8,796,000 | 36 |
| Number of Managed Accounts | $6,653,000 | 31 |
| Personal Trust and Agency Accounts | $3,114,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $26,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $1,666,000 | 25 |
| Corporate Trust and Agency Accounts | $55,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $1,709,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $68,000 | 81 |
| Other Fiduciary Accounts | $2,000 | 89 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,654,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,143,000 | 44 |
| Personal Trust and Agency Accounts | $91,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $119,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $575,000 | 25 |
| Corporate Trust and Agency Accounts | $995,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $53,000 | 36 |
| Number (#) individual retirement, health savings, and other similar accounts | $85,000 | 13 |
| Other Fiduciary Accounts | $211,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $7,840,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $566,000 | 34 |
| 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 | $8,711,000 | 36 |
| Number of Managed Accounts | $6,592,000 | 31 |
| Personal Trust and Agency Accounts | $3,056,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $27,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $1,626,000 | 24 |
| Corporate Trust and Agency Accounts | $48,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $1,753,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 76 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,613,000 | 24 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,119,000 | 45 |
| Personal Trust and Agency Accounts | $91,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $125,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $602,000 | 25 |
| Corporate Trust and Agency Accounts | $961,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $166,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $83,000 | 13 |
| Other Fiduciary Accounts | $77,000 | 24 |
| Memoranda |
| Custody and Safekeeping Accounts | $9,107,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $588,000 | 34 |
| 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 | $9,333,000 | 36 |
| Number of Managed Accounts | $6,963,000 | 30 |
| Personal Trust and Agency Accounts | $3,044,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $36,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $1,913,000 | 22 |
| Corporate Trust and Agency Accounts | $52,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $1,818,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 76 |
| Other Fiduciary Accounts | $7,000 | 60 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,043,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,370,000 | 42 |
| Personal Trust and Agency Accounts | $92,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $138,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $744,000 | 23 |
| Corporate Trust and Agency Accounts | $924,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $209,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $85,000 | 13 |
| Other Fiduciary Accounts | $159,000 | 20 |
| Memoranda |
| Custody and Safekeeping Accounts | $9,323,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $325,000 | 51 |
| 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 | $6,902,000 | 43 |
| Number of Managed Accounts | $5,121,000 | 35 |
| Personal Trust and Agency Accounts | $2,681,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $13,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $1,044,000 | 33 |
| Corporate Trust and Agency Accounts | $54,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $1,245,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 69 |
| Other Fiduciary Accounts | $0 | 240 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,022,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $8,261,000 | 11 |
| Number of Non-Managed Accounts | $1,781,000 | 52 |
| Personal Trust and Agency Accounts | $60,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $124,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $365,000 | 49 |
| Corporate Trust and Agency Accounts | $904,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $147,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $86,000 | 15 |
| Other Fiduciary Accounts | $80,000 | 35 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,966,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $328,000 | 66 |
| 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 | $6,825,000 | 43 |
| Number of Managed Accounts | $5,080,000 | 35 |
| Personal Trust and Agency Accounts | $2,682,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $17,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $1,008,000 | 33 |
| Corporate Trust and Agency Accounts | $55,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $1,235,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 72 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $986,000 | 33 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,745,000 | 49 |
| Personal Trust and Agency Accounts | $59,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $125,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $360,000 | 39 |
| Corporate Trust and Agency Accounts | $873,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $146,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $85,000 | 14 |
| Other Fiduciary Accounts | $83,000 | 27 |
| Memoranda |
| Custody and Safekeeping Accounts | $9,321,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $320,000 | 51 |
| 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 | $6,659,000 | 43 |
| Number of Managed Accounts | $4,961,000 | 33 |
| Personal Trust and Agency Accounts | $2,607,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $17,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $973,000 | 32 |
| Corporate Trust and Agency Accounts | $59,000 | 13 |
| 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 | $70,000 | 71 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $951,000 | 33 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,698,000 | 50 |
| Personal Trust and Agency Accounts | $54,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $125,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $363,000 | 38 |
| Corporate Trust and Agency Accounts | $841,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $144,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $82,000 | 15 |
| Other Fiduciary Accounts | $76,000 | 27 |
| Memoranda |
| Custody and Safekeeping Accounts | $9,224,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $320,000 | 52 |
| 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 | $6,481,000 | 44 |
| Number of Managed Accounts | $4,872,000 | 35 |
| Personal Trust and Agency Accounts | $2,455,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $16,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $944,000 | 32 |
| Corporate Trust and Agency Accounts | $58,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $1,309,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 65 |
| Other Fiduciary Accounts | $1,000 | 101 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $921,000 | 33 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,609,000 | 54 |
| Personal Trust and Agency Accounts | $52,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $125,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $351,000 | 39 |
| Corporate Trust and Agency Accounts | $807,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $99,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 17 |
| Other Fiduciary Accounts | $84,000 | 27 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,726,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $319,000 | 55 |
| 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 | $6,352,000 | 45 |
| Number of Managed Accounts | $4,766,000 | 35 |
| Personal Trust and Agency Accounts | $2,443,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $16,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $908,000 | 38 |
| Corporate Trust and Agency Accounts | $57,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $1,252,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 66 |
| Other Fiduciary Accounts | $1,000 | 192 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $884,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $8,002,000 | 11 |
| Number of Non-Managed Accounts | $1,586,000 | 56 |
| Personal Trust and Agency Accounts | $51,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $124,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $359,000 | 50 |
| Corporate Trust and Agency Accounts | $775,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $96,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 16 |
| Other Fiduciary Accounts | $90,000 | 32 |
| Memoranda |
| Custody and Safekeeping Accounts | $8,478,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $326,000 | 69 |
| 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 | $6,321,000 | 42 |
| Number of Managed Accounts | $4,812,000 | 33 |
| Personal Trust and Agency Accounts | $2,432,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $17,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $907,000 | 35 |
| Corporate Trust and Agency Accounts | $60,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $1,306,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 68 |
| Other Fiduciary Accounts | $1,000 | 92 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $880,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,509,000 | 54 |
| Personal Trust and Agency Accounts | $54,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $131,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $381,000 | 40 |
| Corporate Trust and Agency Accounts | $741,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 60 |
| Number (#) individual retirement, health savings, and other similar accounts | $79,000 | 13 |
| Other Fiduciary Accounts | $86,000 | 26 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,229,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $351,000 | 49 |
| 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 | $6,301,000 | 44 |
| Number of Managed Accounts | $4,796,000 | 35 |
| Personal Trust and Agency Accounts | $2,427,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $17,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $898,000 | 33 |
| Corporate Trust and Agency Accounts | $57,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $1,309,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 70 |
| Other Fiduciary Accounts | $1,000 | 95 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $868,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,505,000 | 55 |
| Personal Trust and Agency Accounts | $48,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $132,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $385,000 | 39 |
| Corporate Trust and Agency Accounts | $734,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $78,000 | 12 |
| Other Fiduciary Accounts | $89,000 | 27 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,378,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $355,000 | 49 |
| 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 | $6,185,000 | 47 |
| Number of Managed Accounts | $4,732,000 | 37 |
| Personal Trust and Agency Accounts | $2,415,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $82,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $854,000 | 37 |
| Corporate Trust and Agency Accounts | $60,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $1,232,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $75,000 | 68 |
| Other Fiduciary Accounts | $1,000 | 95 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $830,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,453,000 | 55 |
| Personal Trust and Agency Accounts | $44,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $145,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $364,000 | 39 |
| Corporate Trust and Agency Accounts | $690,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $78,000 | 12 |
| Other Fiduciary Accounts | $91,000 | 27 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,316,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $344,000 | 47 |
| 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 | $6,078,000 | 48 |
| Number of Managed Accounts | $4,658,000 | 36 |
| Personal Trust and Agency Accounts | $2,409,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $72,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $836,000 | 38 |
| Corporate Trust and Agency Accounts | $59,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $1,196,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 69 |
| Other Fiduciary Accounts | $1,000 | 185 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $814,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,617,000 | 12 |
| Number of Non-Managed Accounts | $1,420,000 | 59 |
| Personal Trust and Agency Accounts | $47,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $144,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $368,000 | 47 |
| Corporate Trust and Agency Accounts | $645,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 72 |
| Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 11 |
| Other Fiduciary Accounts | $91,000 | 33 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,290,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $348,000 | 62 |
| 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 | $6,038,000 | 51 |
| Number of Managed Accounts | $4,635,000 | 38 |
| Personal Trust and Agency Accounts | $2,401,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $70,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $825,000 | 41 |
| Corporate Trust and Agency Accounts | $57,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $1,193,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 67 |
| Other Fiduciary Accounts | $1,000 | 90 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $805,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,403,000 | 54 |
| Personal Trust and Agency Accounts | $50,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $147,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $378,000 | 34 |
| Corporate Trust and Agency Accounts | $605,000 | 31 |
| Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 46 |
| Number (#) individual retirement, health savings, and other similar accounts | $80,000 | 10 |
| Other Fiduciary Accounts | $100,000 | 23 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,225,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $357,000 | 47 |
| 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 | $6,024,000 | 51 |
| Number of Managed Accounts | $4,636,000 | 38 |
| Personal Trust and Agency Accounts | $2,403,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $83,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $833,000 | 40 |
| Corporate Trust and Agency Accounts | $54,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $1,175,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 69 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $812,000 | 38 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,388,000 | 55 |
| Personal Trust and Agency Accounts | $68,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $149,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $381,000 | 36 |
| Corporate Trust and Agency Accounts | $570,000 | 32 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 45 |
| Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 10 |
| Other Fiduciary Accounts | $95,000 | 23 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,206,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $359,000 | 44 |
| 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 | $5,899,000 | 50 |
| Number of Managed Accounts | $4,558,000 | 38 |
| Personal Trust and Agency Accounts | $2,390,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $100,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $778,000 | 43 |
| Corporate Trust and Agency Accounts | $57,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $1,148,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 71 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $758,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,341,000 | 58 |
| Personal Trust and Agency Accounts | $40,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $150,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $380,000 | 36 |
| Corporate Trust and Agency Accounts | $553,000 | 32 |
| Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 44 |
| Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 10 |
| Other Fiduciary Accounts | $92,000 | 26 |
| Memoranda |
| Custody and Safekeeping Accounts | $1,170,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $358,000 | 43 |
| 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 | $3,792,000 | 72 |
| Number of Managed Accounts | $2,518,000 | 66 |
| Personal Trust and Agency Accounts | $1,001,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $83,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $450,000 | 66 |
| Corporate Trust and Agency Accounts | $79,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $815,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $75,000 | 67 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $426,000 | 64 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,175,000 | 19 |
| Number of Non-Managed Accounts | $1,274,000 | 63 |
| Personal Trust and Agency Accounts | $19,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $315,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 189 |
| Corporate Trust and Agency Accounts | $618,000 | 34 |
| Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 63 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 30 |
| Other Fiduciary Accounts | $175,000 | 25 |
| Memoranda |
| Custody and Safekeeping Accounts | $370,000 | 85 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 315 |
| 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 | $3,360,000 | 75 |
| Number of Managed Accounts | $2,216,000 | 74 |
| Personal Trust and Agency Accounts | $982,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $72,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $433,000 | 66 |
| Corporate Trust and Agency Accounts | $2,000 | 65 |
| Number of managed investment management and investment advisory agency accounts | $667,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 89 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $386,000 | 73 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,144,000 | 60 |
| Personal Trust and Agency Accounts | $16,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $159,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $67,000 | 117 |
| Corporate Trust and Agency Accounts | $671,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 46 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 45 |
| Other Fiduciary Accounts | $183,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $328,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 163 |
| 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 | $3,784,000 | 71 |
| Number of Managed Accounts | $2,414,000 | 66 |
| Personal Trust and Agency Accounts | $1,021,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $80,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $440,000 | 62 |
| Corporate Trust and Agency Accounts | $2,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $783,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 68 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $389,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,370,000 | 58 |
| Personal Trust and Agency Accounts | $20,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $332,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $72,000 | 108 |
| Corporate Trust and Agency Accounts | $691,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 35 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 30 |
| Other Fiduciary Accounts | $175,000 | 22 |
| Memoranda |
| Custody and Safekeeping Accounts | $348,000 | 79 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 160 |
| 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 | $2,991,000 | 83 |
| Number of Managed Accounts | $2,164,000 | 73 |
| Personal Trust and Agency Accounts | $1,007,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $73,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $278,000 | 112 |
| Corporate Trust and Agency Accounts | $2,000 | 63 |
| Number of managed investment management and investment advisory agency accounts | $655,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 86 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $278,000 | 95 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $827,000 | 79 |
| Personal Trust and Agency Accounts | $16,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $138,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $33,000 | 159 |
| Corporate Trust and Agency Accounts | $501,000 | 32 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 65 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 52 |
| Other Fiduciary Accounts | $97,000 | 32 |
| Memoranda |
| Custody and Safekeeping Accounts | $274,000 | 92 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $33,000 | 174 |
| 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 | $2,979,000 | 89 |
| Number of Managed Accounts | $2,095,000 | 77 |
| Personal Trust and Agency Accounts | $979,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $75,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $247,000 | 138 |
| Corporate Trust and Agency Accounts | $25,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $614,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | $50,000 | 82 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $247,000 | 115 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,276,000 | 23 |
| Number of Non-Managed Accounts | $884,000 | 87 |
| Personal Trust and Agency Accounts | $11,000 | 438 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $143,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $40,000 | 293 |
| Corporate Trust and Agency Accounts | $506,000 | 35 |
| Number of investment management and advisory agency accounts, non-managed assets | $49,000 | 33 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 62 |
| Other Fiduciary Accounts | $103,000 | 36 |
| Memoranda |
| Custody and Safekeeping Accounts | $263,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $40,000 | 340 |
| 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 | $2,978,000 | 87 |
| Number of Managed Accounts | $2,135,000 | 76 |
| Personal Trust and Agency Accounts | $995,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $119,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $246,000 | 126 |
| Corporate Trust and Agency Accounts | $2,000 | 69 |
| Number of managed investment management and investment advisory agency accounts | $669,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $843,000 | 79 |
| Personal Trust and Agency Accounts | $9,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $163,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 148 |
| Corporate Trust and Agency Accounts | $509,000 | 33 |
| 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 | 36 |
| Memoranda |
| Custody and Safekeeping Accounts | $264,000 | 90 |
| 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 | $3,314,000 | 85 |
| Number of Managed Accounts | $2,242,000 | 75 |
| Personal Trust and Agency Accounts | $1,054,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $119,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $246,000 | 124 |
| Corporate Trust and Agency Accounts | $12,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $697,000 | 71 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $1,072,000 | 67 |
| Personal Trust and Agency Accounts | $10,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $193,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 154 |
| Corporate Trust and Agency Accounts | $597,000 | 31 |
| 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 | $197,000 | 24 |
| Memoranda |
| Custody and Safekeeping Accounts | $319,000 | 89 |
| 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 | $3,006,000 | 84 |
| Number of Managed Accounts | $2,125,000 | 77 |
| Personal Trust and Agency Accounts | $1,021,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $118,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $87,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $230,000 | 134 |
| Corporate Trust and Agency Accounts | $6,000 | 54 |
| Number of managed investment management and investment advisory agency accounts | $663,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $881,000 | 73 |
| Personal Trust and Agency Accounts | $9,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $168,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $39,000 | 158 |
| Corporate Trust and Agency Accounts | $502,000 | 32 |
| 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 | $138,000 | 30 |
| Memoranda |
| Custody and Safekeeping Accounts | $269,000 | 99 |
| 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 | $3,223,000 | 88 |
| Number of Managed Accounts | $2,260,000 | 77 |
| Personal Trust and Agency Accounts | $1,066,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $117,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $83,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $252,000 | 133 |
| Corporate Trust and Agency Accounts | $1,000 | 199 |
| Number of managed investment management and investment advisory agency accounts | $741,000 | 69 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $963,000 | 86 |
| Personal Trust and Agency Accounts | $12,000 | 449 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $160,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 367 |
| Corporate Trust and Agency Accounts | $512,000 | 35 |
| 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 | $223,000 | 32 |
| Memoranda |
| Custody and Safekeeping Accounts | $263,000 | 115 |
| 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 | $3,103,000 | 86 |
| Number of Managed Accounts | $2,229,000 | 78 |
| Personal Trust and Agency Accounts | $1,056,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $118,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $90,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $245,000 | 125 |
| Corporate Trust and Agency Accounts | $2,000 | 78 |
| Number of managed investment management and investment advisory agency accounts | $718,000 | 71 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $874,000 | 78 |
| Personal Trust and Agency Accounts | $10,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $158,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 188 |
| Corporate Trust and Agency Accounts | $514,000 | 32 |
| 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 | $135,000 | 31 |
| Memoranda |
| Custody and Safekeeping Accounts | $252,000 | 105 |
| 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 | $3,435,000 | 83 |
| Number of Managed Accounts | $2,378,000 | 75 |
| Personal Trust and Agency Accounts | $1,080,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $144,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $256,000 | 118 |
| Corporate Trust and Agency Accounts | $7,000 | 58 |
| Number of managed investment management and investment advisory agency accounts | $797,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $1,057,000 | 72 |
| Personal Trust and Agency Accounts | $9,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $336,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 194 |
| Corporate Trust and Agency Accounts | $520,000 | 35 |
| 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 | 29 |
| Memoranda |
| Custody and Safekeeping Accounts | $285,000 | 98 |
| 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 | $3,090,000 | 88 |
| Number of Managed Accounts | $2,213,000 | 81 |
| Personal Trust and Agency Accounts | $1,055,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $116,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $247,000 | 118 |
| Corporate Trust and Agency Accounts | $6,000 | 59 |
| Number of managed investment management and investment advisory agency accounts | $703,000 | 72 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| 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 | $877,000 | 79 |
| Personal Trust and Agency Accounts | $8,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $153,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 190 |
| Corporate Trust and Agency Accounts | $517,000 | 35 |
| 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 | $144,000 | 30 |
| Memoranda |
| Custody and Safekeeping Accounts | $253,000 | 110 |
| 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 | $3,091,000 | 89 |
| Number of Managed Accounts | $2,198,000 | 79 |
| Personal Trust and Agency Accounts | $1,049,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $122,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $245,000 | 125 |
| Corporate Trust and Agency Accounts | $6,000 | 111 |
| Number of managed investment management and investment advisory agency accounts | $692,000 | 72 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $893,000 | 88 |
| Personal Trust and Agency Accounts | $10,000 | 484 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $150,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 363 |
| Corporate Trust and Agency Accounts | $525,000 | 36 |
| 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 | $153,000 | 39 |
| Memoranda |
| Custody and Safekeeping Accounts | $266,000 | 122 |
| 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 | $3,036,000 | 85 |
| Number of Managed Accounts | $2,175,000 | 77 |
| Personal Trust and Agency Accounts | $1,051,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $126,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $83,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $239,000 | 118 |
| Corporate Trust and Agency Accounts | $4,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $672,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $861,000 | 78 |
| Personal Trust and Agency Accounts | $10,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $149,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $36,000 | 168 |
| Corporate Trust and Agency Accounts | $504,000 | 34 |
| 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 | $137,000 | 30 |
| Memoranda |
| Custody and Safekeeping Accounts | $258,000 | 101 |
| 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 | $3,020,000 | 85 |
| Number of Managed Accounts | $2,164,000 | 76 |
| Personal Trust and Agency Accounts | $1,063,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $129,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $232,000 | 118 |
| Corporate Trust and Agency Accounts | $1,000 | 89 |
| Number of managed investment management and investment advisory agency accounts | $663,000 | 72 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $856,000 | 76 |
| Personal Trust and Agency Accounts | $11,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $143,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $42,000 | 160 |
| Corporate Trust and Agency Accounts | $510,000 | 34 |
| 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 | $129,000 | 26 |
| Memoranda |
| Custody and Safekeeping Accounts | $259,000 | 107 |
| 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 | $3,682,000 | 75 |
| Number of Managed Accounts | $2,346,000 | 71 |
| Personal Trust and Agency Accounts | $1,122,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $166,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $240,000 | 113 |
| Corporate Trust and Agency Accounts | $4,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $729,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $1,336,000 | 59 |
| Personal Trust and Agency Accounts | $21,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $369,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 154 |
| Corporate Trust and Agency Accounts | $555,000 | 33 |
| 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 | $310,000 | 18 |
| Memoranda |
| Custody and Safekeeping Accounts | $352,000 | 86 |
| 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 | $3,605,000 | 79 |
| Number of Managed Accounts | $2,287,000 | 72 |
| Personal Trust and Agency Accounts | $1,118,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $153,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $231,000 | 121 |
| Corporate Trust and Agency Accounts | $2,000 | 191 |
| Number of managed investment management and investment advisory agency accounts | $706,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $1,318,000 | 68 |
| Personal Trust and Agency Accounts | $22,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $330,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 286 |
| Corporate Trust and Agency Accounts | $538,000 | 33 |
| 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 | $342,000 | 25 |
| Memoranda |
| Custody and Safekeeping Accounts | $356,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # 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 | $3,630,000 | 82 |
| Number of Managed Accounts | $2,308,000 | 76 |
| Personal Trust and Agency Accounts | $1,116,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $169,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $235,000 | 112 |
| Corporate Trust and Agency Accounts | $2,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $705,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| 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 | $1,322,000 | 63 |
| Personal Trust and Agency Accounts | $24,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $349,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 153 |
| Corporate Trust and Agency Accounts | $520,000 | 36 |
| 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 | $347,000 | 22 |
| Memoranda |
| Custody and Safekeeping Accounts | $361,000 | 86 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # 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 | $3,573,000 | 87 |
| Number of Managed Accounts | $2,284,000 | 80 |
| Personal Trust and Agency Accounts | $1,108,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $180,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $87,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $232,000 | 113 |
| Corporate Trust and Agency Accounts | $1,000 | 87 |
| Number of managed investment management and investment advisory agency accounts | $676,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $1,289,000 | 64 |
| Personal Trust and Agency Accounts | $24,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $350,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 157 |
| Corporate Trust and Agency Accounts | $504,000 | 38 |
| 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 | $328,000 | 22 |
| Memoranda |
| Custody and Safekeeping Accounts | $353,000 | 88 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # 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 | $3,430,000 | 87 |
| Number of Managed Accounts | $2,176,000 | 82 |
| Personal Trust and Agency Accounts | $1,072,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $180,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $213,000 | 120 |
| Corporate Trust and Agency Accounts | $1,000 | 89 |
| Number of managed investment management and investment advisory agency accounts | $617,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,000 | 82 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $1,254,000 | 62 |
| Personal Trust and Agency Accounts | $23,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $347,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 162 |
| Corporate Trust and Agency Accounts | $491,000 | 38 |
| 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 | $310,000 | 20 |
| Memoranda |
| Custody and Safekeeping Accounts | $300,000 | 97 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # 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 | $3,427,000 | 93 |
| Number of Managed Accounts | $2,337,000 | 77 |
| Personal Trust and Agency Accounts | $1,084,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $246,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $203,000 | 127 |
| Corporate Trust and Agency Accounts | $1,000 | 234 |
| Number of managed investment management and investment advisory agency accounts | $595,000 | 76 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $132,000 | 27 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $1,090,000 | 78 |
| Personal Trust and Agency Accounts | $26,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $283,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 58 |
| Number non-managed other employee benefit and retirement-related accounts | $52,000 | 280 |
| Corporate Trust and Agency Accounts | $499,000 | 37 |
| 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 | $186,000 | 35 |
| Memoranda |
| Custody and Safekeeping Accounts | $297,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # 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 | $3,393,000 | 90 |
| Number of Managed Accounts | $2,124,000 | 83 |
| Personal Trust and Agency Accounts | $1,071,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $184,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $198,000 | 121 |
| Corporate Trust and Agency Accounts | $1,000 | 91 |
| Number of managed investment management and investment advisory agency accounts | $572,000 | 76 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $16,000 | 61 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $1,269,000 | 59 |
| Personal Trust and Agency Accounts | $25,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $349,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 155 |
| Corporate Trust and Agency Accounts | $501,000 | 37 |
| 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 | $310,000 | 22 |
| Memoranda |
| Custody and Safekeeping Accounts | $306,000 | 98 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # 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 | $3,478,000 | 87 |
| Number of Managed Accounts | $2,138,000 | 78 |
| Personal Trust and Agency Accounts | $1,077,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $192,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $194,000 | 123 |
| Corporate Trust and Agency Accounts | $1,000 | 93 |
| Number of managed investment management and investment advisory agency accounts | $574,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $16,000 | 57 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $1,340,000 | 59 |
| Personal Trust and Agency Accounts | $25,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $347,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 153 |
| Corporate Trust and Agency Accounts | $491,000 | 37 |
| 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 | $395,000 | 18 |
| Memoranda |
| Custody and Safekeeping Accounts | $305,000 | 98 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # 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 | $3,492,000 | 87 |
| Number of Managed Accounts | $2,136,000 | 83 |
| Personal Trust and Agency Accounts | $1,079,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $193,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $190,000 | 128 |
| Corporate Trust and Agency Accounts | $2,000 | 86 |
| Number of managed investment management and investment advisory agency accounts | $568,000 | 74 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $16,000 | 58 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| 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 | $1,356,000 | 64 |
| Personal Trust and Agency Accounts | $26,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $350,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 154 |
| Corporate Trust and Agency Accounts | $496,000 | 36 |
| 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 | $400,000 | 18 |
| Memoranda |
| Custody and Safekeeping Accounts | $300,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| # 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 | $3,452,000 | 93 |
| Number of Managed Accounts | $2,042,000 | 89 |
| Personal Trust and Agency Accounts | $1,087,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $156,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $172,000 | 147 |
| Corporate Trust and Agency Accounts | $3,000 | 172 |
| Number of managed investment management and investment advisory agency accounts | $528,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 82 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| 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 | $1,410,000 | 71 |
| Personal Trust and Agency Accounts | $28,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $343,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 235 |
| Corporate Trust and Agency Accounts | $540,000 | 36 |
| 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 | $385,000 | 22 |
| Memoranda |
| Custody and Safekeeping Accounts | $298,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 | $3,510,000 | 85 |
| Number of Managed Accounts | $2,117,000 | 81 |
| Personal Trust and Agency Accounts | $1,106,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $191,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $180,000 | 124 |
| Corporate Trust and Agency Accounts | $3,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $548,000 | 71 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $9,000 | 70 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| 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 | $1,393,000 | 66 |
| Personal Trust and Agency Accounts | $26,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $357,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 149 |
| Corporate Trust and Agency Accounts | $520,000 | 36 |
| 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 | $394,000 | 18 |
| Memoranda |
| Custody and Safekeeping Accounts | $294,000 | 112 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 | $3,530,000 | 85 |
| Number of Managed Accounts | $2,100,000 | 82 |
| Personal Trust and Agency Accounts | $1,104,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $190,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $169,000 | 131 |
| Corporate Trust and Agency Accounts | $2,000 | 86 |
| Number of managed investment management and investment advisory agency accounts | $536,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 56 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 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 | $1,430,000 | 68 |
| Personal Trust and Agency Accounts | $28,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $358,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $49,000 | 157 |
| Corporate Trust and Agency Accounts | $540,000 | 41 |
| 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 | $407,000 | 20 |
| Memoranda |
| Custody and Safekeeping Accounts | $303,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # 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 | $3,476,000 | 86 |
| Number of Managed Accounts | $2,096,000 | 82 |
| Personal Trust and Agency Accounts | $1,103,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $188,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $160,000 | 134 |
| Corporate Trust and Agency Accounts | $2,000 | 83 |
| Number of managed investment management and investment advisory agency accounts | $543,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 57 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| 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 | $1,380,000 | 69 |
| Personal Trust and Agency Accounts | $28,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $355,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 154 |
| Corporate Trust and Agency Accounts | $492,000 | 44 |
| 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 | $407,000 | 19 |
| Memoranda |
| Custody and Safekeeping Accounts | $296,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # 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 | $3,458,000 | 92 |
| Number of Managed Accounts | $2,109,000 | 89 |
| Personal Trust and Agency Accounts | $1,116,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $192,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $155,000 | 155 |
| Corporate Trust and Agency Accounts | $3,000 | 188 |
| Number of managed investment management and investment advisory agency accounts | $544,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 96 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| 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 | $1,349,000 | 76 |
| Personal Trust and Agency Accounts | $29,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $353,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 299 |
| Corporate Trust and Agency Accounts | $495,000 | 47 |
| 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 | $374,000 | 24 |
| Memoranda |
| Custody and Safekeeping Accounts | $296,000 | 127 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 | $3,393,000 | 90 |
| Number of Managed Accounts | $2,110,000 | 88 |
| Personal Trust and Agency Accounts | $1,124,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $190,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $155,000 | 138 |
| Corporate Trust and Agency Accounts | $1,000 | 102 |
| Number of managed investment management and investment advisory agency accounts | $541,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 75 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| 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 | $1,283,000 | 75 |
| Personal Trust and Agency Accounts | $30,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $352,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $48,000 | 165 |
| Corporate Trust and Agency Accounts | $493,000 | 49 |
| 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 | $320,000 | 22 |
| Memoranda |
| Custody and Safekeeping Accounts | $289,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 | $3,301,000 | 95 |
| Number of Managed Accounts | $2,089,000 | 88 |
| Personal Trust and Agency Accounts | $1,120,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $195,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $152,000 | 141 |
| Corporate Trust and Agency Accounts | $1,000 | 109 |
| Number of managed investment management and investment advisory agency accounts | $526,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $16,000 | 77 |
| Memoranda |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| 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 | $1,212,000 | 78 |
| Personal Trust and Agency Accounts | $35,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $357,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $51,000 | 166 |
| Corporate Trust and Agency Accounts | $490,000 | 52 |
| 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 | $239,000 | 23 |
| Memoranda |
| Custody and Safekeeping Accounts | $285,000 | 116 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 | $3,325,000 | 97 |
| Number of Managed Accounts | $2,097,000 | 92 |
| Personal Trust and Agency Accounts | $1,118,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $206,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $145,000 | 144 |
| Corporate Trust and Agency Accounts | $1,000 | 116 |
| Number of managed investment management and investment advisory agency accounts | $531,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $17,000 | 75 |
| 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 | $1,228,000 | 80 |
| Personal Trust and Agency Accounts | $33,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $354,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $57,000 | 163 |
| Corporate Trust and Agency Accounts | $469,000 | 56 |
| 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 | $273,000 | 24 |
| Memoranda |
| Custody and Safekeeping Accounts | $281,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $3,527,000 | 97 |
| Number of Managed Accounts | $2,564,000 | 84 |
| Personal Trust and Agency Accounts | $1,120,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $217,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $146,000 | 170 |
| Corporate Trust and Agency Accounts | $462,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $520,000 | 81 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 101 |
| 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 | $963,000 | 105 |
| Personal Trust and Agency Accounts | $36,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $360,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $55,000 | 272 |
| Corporate Trust and Agency Accounts | $10,000 | 202 |
| 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 | $457,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $287,000 | 139 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $3,730,000 | 84 |
| Number of Managed Accounts | $2,420,000 | 80 |
| Personal Trust and Agency Accounts | $1,190,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $226,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $137,000 | 162 |
| Corporate Trust and Agency Accounts | $280,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $479,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $20,000 | 97 |
| 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 | $1,310,000 | 82 |
| Personal Trust and Agency Accounts | $46,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee Benefit-defined Contribution Accounts | $261,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $60,000 | 261 |
| Corporate Trust and Agency Accounts | $139,000 | 90 |
| 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 | $710,000 | 17 |
| Memoranda |
| Custody and Safekeeping Accounts | $278,000 | 127 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 |
