Home > Citizens Bank > Number of Fiduciary and Related Asset Accounts
Citizens Bank, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,620,000 | 164 |
| Number of Managed Accounts | $1,456,000 | 141 |
| Personal Trust and Agency Accounts | $479,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
| Number of other employee benefit and retirement-related accounts | $266,000 | 247 |
| Corporate Trust and Agency Accounts | $9,000 | 47 |
| Number of managed investment management and investment advisory agency accounts | $622,000 | 114 |
| Number of foundation and endowment trust and agency accounts, managed assets | $66,000 | 106 |
| Other Fiduciary Accounts | $0 | 249 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $263,000 | 214 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $164,000 | 190 |
| Personal Trust and Agency Accounts | $29,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 107 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 419 |
| Corporate Trust and Agency Accounts | $48,000 | 101 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 241 |
| Number (#) individual retirement, health savings, and other similar accounts | $51,000 | 14 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $451,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 554 |
| 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 | $1,604,000 | 160 |
| Number of Managed Accounts | $1,440,000 | 139 |
| Personal Trust and Agency Accounts | $460,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $267,000 | 215 |
| Corporate Trust and Agency Accounts | $8,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $620,000 | 112 |
| Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 97 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $265,000 | 181 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $164,000 | 149 |
| Personal Trust and Agency Accounts | $31,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 98 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 214 |
| Corporate Trust and Agency Accounts | $48,000 | 60 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 177 |
| Number (#) individual retirement, health savings, and other similar accounts | $51,000 | 14 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $460,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 307 |
| 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 | $1,628,000 | 162 |
| Number of Managed Accounts | $1,463,000 | 140 |
| Personal Trust and Agency Accounts | $465,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 187 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $272,000 | 235 |
| Corporate Trust and Agency Accounts | $8,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $633,000 | 110 |
| Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 96 |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $270,000 | 199 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $165,000 | 163 |
| Personal Trust and Agency Accounts | $32,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 106 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 272 |
| Corporate Trust and Agency Accounts | $47,000 | 96 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 197 |
| Number (#) individual retirement, health savings, and other similar accounts | $51,000 | 14 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $463,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 353 |
| 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 | $1,685,000 | 164 |
| Number of Managed Accounts | $1,520,000 | 141 |
| Personal Trust and Agency Accounts | $470,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $296,000 | 186 |
| Corporate Trust and Agency Accounts | $8,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $659,000 | 112 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 96 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $293,000 | 182 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $165,000 | 156 |
| Personal Trust and Agency Accounts | $32,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 209 |
| Corporate Trust and Agency Accounts | $47,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 131 |
| Number (#) individual retirement, health savings, and other similar accounts | $51,000 | 15 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $458,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 270 |
| 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 | $1,738,000 | 164 |
| Number of Managed Accounts | $1,573,000 | 142 |
| Personal Trust and Agency Accounts | $482,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 65 |
| Number of other employee benefit and retirement-related accounts | $306,000 | 202 |
| Corporate Trust and Agency Accounts | $7,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $688,000 | 105 |
| Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 100 |
| Other Fiduciary Accounts | $0 | 220 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $302,000 | 198 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $165,000 | 198 |
| Personal Trust and Agency Accounts | $32,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 71 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 380 |
| Corporate Trust and Agency Accounts | $47,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 207 |
| Number (#) individual retirement, health savings, and other similar accounts | $51,000 | 15 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $459,000 | 88 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 528 |
| 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 | $1,753,000 | 160 |
| Number of Managed Accounts | $1,588,000 | 139 |
| Personal Trust and Agency Accounts | $482,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $312,000 | 187 |
| Corporate Trust and Agency Accounts | $7,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $695,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | $75,000 | 97 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $308,000 | 183 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $165,000 | 161 |
| Personal Trust and Agency Accounts | $31,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 67 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 219 |
| Corporate Trust and Agency Accounts | $47,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 139 |
| Number (#) individual retirement, health savings, and other similar accounts | $51,000 | 14 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $443,000 | 78 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 277 |
| 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 | $1,759,000 | 142 |
| Number of Managed Accounts | $1,591,000 | 126 |
| Personal Trust and Agency Accounts | $488,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $312,000 | 188 |
| Corporate Trust and Agency Accounts | $6,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $693,000 | 96 |
| Number of foundation and endowment trust and agency accounts, managed assets | $75,000 | 87 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $308,000 | 186 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $168,000 | 150 |
| Personal Trust and Agency Accounts | $33,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 240 |
| Corporate Trust and Agency Accounts | $46,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 140 |
| Number (#) individual retirement, health savings, and other similar accounts | $51,000 | 13 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $435,000 | 73 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 313 |
| 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 | $1,780,000 | 142 |
| Number of Managed Accounts | $1,609,000 | 127 |
| Personal Trust and Agency Accounts | $491,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $318,000 | 173 |
| Corporate Trust and Agency Accounts | $6,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $701,000 | 96 |
| Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 89 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $314,000 | 169 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $171,000 | 144 |
| Personal Trust and Agency Accounts | $35,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 208 |
| Corporate Trust and Agency Accounts | $46,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 119 |
| Number (#) individual retirement, health savings, and other similar accounts | $51,000 | 13 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $445,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 265 |
| 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 | $1,825,000 | 143 |
| Number of Managed Accounts | $1,652,000 | 126 |
| Personal Trust and Agency Accounts | $502,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 65 |
| Number of other employee benefit and retirement-related accounts | $325,000 | 189 |
| Corporate Trust and Agency Accounts | $6,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $725,000 | 92 |
| Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 89 |
| Other Fiduciary Accounts | $0 | 222 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $321,000 | 184 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $173,000 | 169 |
| Personal Trust and Agency Accounts | $36,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 383 |
| Corporate Trust and Agency Accounts | $46,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $50,000 | 13 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $457,000 | 81 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 524 |
| 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 | $1,845,000 | 140 |
| Number of Managed Accounts | $1,670,000 | 127 |
| Personal Trust and Agency Accounts | $512,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $323,000 | 175 |
| Corporate Trust and Agency Accounts | $5,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $735,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 87 |
| Other Fiduciary Accounts | $0 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $319,000 | 170 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $175,000 | 139 |
| Personal Trust and Agency Accounts | $37,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 210 |
| Corporate Trust and Agency Accounts | $46,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 117 |
| Number (#) individual retirement, health savings, and other similar accounts | $50,000 | 13 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $461,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 257 |
| 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 | $1,871,000 | 140 |
| Number of Managed Accounts | $1,696,000 | 129 |
| Personal Trust and Agency Accounts | $526,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 145 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $331,000 | 178 |
| Corporate Trust and Agency Accounts | $4,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $739,000 | 91 |
| Number of foundation and endowment trust and agency accounts, managed assets | $78,000 | 86 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $325,000 | 178 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $175,000 | 146 |
| Personal Trust and Agency Accounts | $37,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 229 |
| Corporate Trust and Agency Accounts | $45,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 133 |
| Number (#) individual retirement, health savings, and other similar accounts | $50,000 | 13 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $470,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 299 |
| 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 | $1,883,000 | 137 |
| Number of Managed Accounts | $1,706,000 | 126 |
| Personal Trust and Agency Accounts | $526,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $339,000 | 164 |
| Corporate Trust and Agency Accounts | $2,000 | 46 |
| Number of managed investment management and investment advisory agency accounts | $744,000 | 92 |
| Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 85 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $333,000 | 160 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $177,000 | 141 |
| Personal Trust and Agency Accounts | $38,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 205 |
| Corporate Trust and Agency Accounts | $45,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 113 |
| Number (#) individual retirement, health savings, and other similar accounts | $50,000 | 14 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $478,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 265 |
| 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 | $1,936,000 | 136 |
| Number of Managed Accounts | $1,754,000 | 121 |
| Personal Trust and Agency Accounts | $527,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $355,000 | 169 |
| Corporate Trust and Agency Accounts | $2,000 | 89 |
| Number of managed investment management and investment advisory agency accounts | $770,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 85 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $348,000 | 165 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $182,000 | 168 |
| Personal Trust and Agency Accounts | $38,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 376 |
| Corporate Trust and Agency Accounts | $45,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 181 |
| Number (#) individual retirement, health savings, and other similar accounts | $50,000 | 15 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $502,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 520 |
| 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 | $1,959,000 | 131 |
| Number of Managed Accounts | $1,778,000 | 116 |
| Personal Trust and Agency Accounts | $534,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $358,000 | 152 |
| Corporate Trust and Agency Accounts | $2,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $781,000 | 88 |
| Number of foundation and endowment trust and agency accounts, managed assets | $78,000 | 82 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $351,000 | 151 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $181,000 | 136 |
| Personal Trust and Agency Accounts | $38,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 58 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 211 |
| Corporate Trust and Agency Accounts | $45,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 118 |
| Number (#) individual retirement, health savings, and other similar accounts | $50,000 | 15 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $509,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 268 |
| 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 | $1,936,000 | 132 |
| Number of Managed Accounts | $1,794,000 | 117 |
| Personal Trust and Agency Accounts | $544,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $360,000 | 162 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $785,000 | 88 |
| Number of foundation and endowment trust and agency accounts, managed assets | $78,000 | 83 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $353,000 | 154 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $142,000 | 170 |
| Personal Trust and Agency Accounts | $38,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 243 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 129 |
| Number (#) individual retirement, health savings, and other similar accounts | $50,000 | 16 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $562,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 306 |
| 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 | $1,997,000 | 129 |
| Number of Managed Accounts | $1,824,000 | 113 |
| Personal Trust and Agency Accounts | $550,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $360,000 | 151 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $806,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $78,000 | 84 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $353,000 | 147 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $173,000 | 145 |
| Personal Trust and Agency Accounts | $37,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 218 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 111 |
| Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 14 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $568,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 268 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,034,000 | 132 |
| Number of Managed Accounts | $1,861,000 | 115 |
| Personal Trust and Agency Accounts | $556,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $370,000 | 160 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $823,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $80,000 | 84 |
| Other Fiduciary Accounts | $0 | 226 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $363,000 | 154 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $173,000 | 186 |
| Personal Trust and Agency Accounts | $38,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $10,000 | 400 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 171 |
| Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 14 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $575,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 531 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,057,000 | 128 |
| Number of Managed Accounts | $1,869,000 | 114 |
| Personal Trust and Agency Accounts | $550,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $371,000 | 148 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $830,000 | 83 |
| Number of foundation and endowment trust and agency accounts, managed assets | $86,000 | 75 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $364,000 | 145 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $188,000 | 138 |
| Personal Trust and Agency Accounts | $39,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 209 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 88 |
| Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 14 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $561,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 266 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,078,000 | 128 |
| Number of Managed Accounts | $1,891,000 | 113 |
| Personal Trust and Agency Accounts | $554,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $364,000 | 152 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $847,000 | 79 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 74 |
| Other Fiduciary Accounts | $1,000 | 104 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $357,000 | 150 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $187,000 | 142 |
| Personal Trust and Agency Accounts | $38,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 221 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 97 |
| Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 14 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $569,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 289 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,060,000 | 129 |
| Number of Managed Accounts | $1,862,000 | 117 |
| Personal Trust and Agency Accounts | $561,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $345,000 | 159 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $832,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 72 |
| Other Fiduciary Accounts | $1,000 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $338,000 | 156 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $198,000 | 144 |
| Personal Trust and Agency Accounts | $39,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 99 |
| Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 14 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $564,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 286 |
| 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 | $1,747,000 | 149 |
| Number of Managed Accounts | $1,556,000 | 128 |
| Personal Trust and Agency Accounts | $560,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $241,000 | 212 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $641,000 | 96 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 73 |
| Other Fiduciary Accounts | $1,000 | 173 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $235,000 | 205 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $191,000 | 174 |
| Personal Trust and Agency Accounts | $38,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 383 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 123 |
| Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 15 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $538,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 519 |
| 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 | $1,784,000 | 142 |
| Number of Managed Accounts | $1,586,000 | 124 |
| Personal Trust and Agency Accounts | $573,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $253,000 | 193 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $643,000 | 94 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 72 |
| Other Fiduciary Accounts | $1,000 | 107 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $245,000 | 193 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $198,000 | 144 |
| Personal Trust and Agency Accounts | $38,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 218 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 98 |
| Number (#) individual retirement, health savings, and other similar accounts | $91,000 | 13 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $550,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 280 |
| 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 | $1,782,000 | 142 |
| Number of Managed Accounts | $1,583,000 | 123 |
| Personal Trust and Agency Accounts | $583,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $236,000 | 199 |
| Corporate Trust and Agency Accounts | $1,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $644,000 | 93 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 69 |
| Other Fiduciary Accounts | $1,000 | 103 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $228,000 | 199 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $199,000 | 145 |
| Personal Trust and Agency Accounts | $38,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 213 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 95 |
| Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 13 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $550,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 281 |
| 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 | $1,798,000 | 142 |
| Number of Managed Accounts | $1,597,000 | 123 |
| Personal Trust and Agency Accounts | $594,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $227,000 | 201 |
| Corporate Trust and Agency Accounts | $1,000 | 65 |
| Number of managed investment management and investment advisory agency accounts | $652,000 | 91 |
| Number of foundation and endowment trust and agency accounts, managed assets | $97,000 | 67 |
| Other Fiduciary Accounts | $1,000 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $219,000 | 199 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $201,000 | 147 |
| Personal Trust and Agency Accounts | $39,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 214 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 95 |
| Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 14 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $565,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 280 |
| 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 | $1,812,000 | 141 |
| Number of Managed Accounts | $1,611,000 | 119 |
| Personal Trust and Agency Accounts | $605,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $231,000 | 213 |
| Corporate Trust and Agency Accounts | $1,000 | 124 |
| Number of managed investment management and investment advisory agency accounts | $649,000 | 91 |
| Number of foundation and endowment trust and agency accounts, managed assets | $99,000 | 65 |
| Other Fiduciary Accounts | $1,000 | 185 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $223,000 | 209 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $201,000 | 178 |
| Personal Trust and Agency Accounts | $39,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 374 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 126 |
| Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 14 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $577,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 514 |
| 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 | $1,814,000 | 139 |
| Number of Managed Accounts | $1,613,000 | 123 |
| Personal Trust and Agency Accounts | $616,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $228,000 | 196 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $641,000 | 92 |
| Number of foundation and endowment trust and agency accounts, managed assets | $102,000 | 63 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $220,000 | 197 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $201,000 | 144 |
| Personal Trust and Agency Accounts | $39,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 118 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 208 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 94 |
| Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 14 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $587,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 276 |
| 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 | $1,837,000 | 134 |
| Number of Managed Accounts | $1,633,000 | 118 |
| Personal Trust and Agency Accounts | $640,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $232,000 | 195 |
| Corporate Trust and Agency Accounts | $1,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $636,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | $99,000 | 68 |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $223,000 | 192 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $204,000 | 141 |
| Personal Trust and Agency Accounts | $41,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 210 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 92 |
| Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 14 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $604,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 277 |
| 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 | $1,841,000 | 130 |
| Number of Managed Accounts | $1,636,000 | 114 |
| Personal Trust and Agency Accounts | $643,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 145 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $229,000 | 195 |
| Corporate Trust and Agency Accounts | $1,000 | 67 |
| Number of managed investment management and investment advisory agency accounts | $631,000 | 86 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 63 |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $222,000 | 192 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $205,000 | 138 |
| Personal Trust and Agency Accounts | $42,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 203 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 89 |
| Number (#) individual retirement, health savings, and other similar accounts | $87,000 | 14 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $610,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 268 |
| 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 | $1,840,000 | 132 |
| Number of Managed Accounts | $1,645,000 | 111 |
| Personal Trust and Agency Accounts | $647,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $232,000 | 203 |
| Corporate Trust and Agency Accounts | $1,000 | 129 |
| Number of managed investment management and investment advisory agency accounts | $613,000 | 88 |
| Number of foundation and endowment trust and agency accounts, managed assets | $124,000 | 56 |
| Other Fiduciary Accounts | $0 | 216 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $225,000 | 195 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $195,000 | 179 |
| Personal Trust and Agency Accounts | $47,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 374 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 145 |
| Number (#) individual retirement, health savings, and other similar accounts | $77,000 | 14 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $635,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 505 |
| 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 | $1,874,000 | 126 |
| Number of Managed Accounts | $1,672,000 | 106 |
| Personal Trust and Agency Accounts | $668,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $232,000 | 192 |
| Corporate Trust and Agency Accounts | $1,000 | 72 |
| Number of managed investment management and investment advisory agency accounts | $621,000 | 86 |
| Number of foundation and endowment trust and agency accounts, managed assets | $121,000 | 54 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $224,000 | 185 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $202,000 | 145 |
| Personal Trust and Agency Accounts | $49,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 205 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 103 |
| Number (#) individual retirement, health savings, and other similar accounts | $78,000 | 14 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $655,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 278 |
| 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 | $1,920,000 | 123 |
| Number of Managed Accounts | $1,708,000 | 105 |
| Personal Trust and Agency Accounts | $678,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $245,000 | 181 |
| Corporate Trust and Agency Accounts | $1,000 | 70 |
| Number of managed investment management and investment advisory agency accounts | $634,000 | 84 |
| Number of foundation and endowment trust and agency accounts, managed assets | $119,000 | 54 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $237,000 | 181 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $212,000 | 144 |
| Personal Trust and Agency Accounts | $51,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 208 |
| Corporate Trust and Agency Accounts | $1,000 | 122 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 150 |
| Number (#) individual retirement, health savings, and other similar accounts | $78,000 | 15 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $670,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 282 |
| 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 | $1,970,000 | 120 |
| Number of Managed Accounts | $1,756,000 | 104 |
| Personal Trust and Agency Accounts | $709,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $238,000 | 186 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $654,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | $120,000 | 55 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $231,000 | 180 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $214,000 | 144 |
| Personal Trust and Agency Accounts | $56,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 210 |
| Corporate Trust and Agency Accounts | $1,000 | 123 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 129 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 16 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $690,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 280 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,038,000 | 116 |
| Number of Managed Accounts | $1,819,000 | 100 |
| Personal Trust and Agency Accounts | $737,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $252,000 | 183 |
| Corporate Trust and Agency Accounts | $1,000 | 136 |
| Number of managed investment management and investment advisory agency accounts | $672,000 | 82 |
| Number of foundation and endowment trust and agency accounts, managed assets | $123,000 | 54 |
| Other Fiduciary Accounts | $0 | 237 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $243,000 | 173 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $219,000 | 175 |
| Personal Trust and Agency Accounts | $60,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 361 |
| Corporate Trust and Agency Accounts | $1,000 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 16 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $692,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 518 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,117,000 | 112 |
| Number of Managed Accounts | $1,929,000 | 95 |
| Personal Trust and Agency Accounts | $771,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $289,000 | 155 |
| Corporate Trust and Agency Accounts | $1,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $710,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | $124,000 | 52 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $278,000 | 147 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $188,000 | 156 |
| Personal Trust and Agency Accounts | $31,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 199 |
| Corporate Trust and Agency Accounts | $1,000 | 125 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 131 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 15 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $698,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 272 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,168,000 | 110 |
| Number of Managed Accounts | $1,979,000 | 95 |
| Personal Trust and Agency Accounts | $804,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $294,000 | 151 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $723,000 | 78 |
| Number of foundation and endowment trust and agency accounts, managed assets | $124,000 | 50 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $284,000 | 145 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $189,000 | 151 |
| Personal Trust and Agency Accounts | $32,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 192 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 134 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 16 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $699,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 261 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,203,000 | 105 |
| Number of Managed Accounts | $2,009,000 | 89 |
| Personal Trust and Agency Accounts | $820,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $292,000 | 151 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $738,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | $124,000 | 51 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $281,000 | 139 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $194,000 | 153 |
| Personal Trust and Agency Accounts | $32,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $25,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 137 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 17 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $715,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 261 |
| 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 | $2,259,000 | 106 |
| Number of Managed Accounts | $2,053,000 | 87 |
| Personal Trust and Agency Accounts | $848,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $291,000 | 157 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $749,000 | 70 |
| Number of foundation and endowment trust and agency accounts, managed assets | $127,000 | 49 |
| Other Fiduciary Accounts | $0 | 236 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $280,000 | 144 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $206,000 | 188 |
| Personal Trust and Agency Accounts | $30,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 328 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 228 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 18 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,312,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 489 |
| 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 | $2,305,000 | 102 |
| Number of Managed Accounts | $2,099,000 | 84 |
| Personal Trust and Agency Accounts | $861,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $295,000 | 147 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $773,000 | 72 |
| Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 46 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $284,000 | 136 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $206,000 | 145 |
| Personal Trust and Agency Accounts | $31,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 177 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 151 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 16 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,309,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 257 |
| 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 | $2,394,000 | 97 |
| Number of Managed Accounts | $2,185,000 | 79 |
| Personal Trust and Agency Accounts | $911,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $307,000 | 137 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $793,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 44 |
| 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 | $292,000 | 129 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $209,000 | 146 |
| Personal Trust and Agency Accounts | $34,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 171 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 17 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,237,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 253 |
| 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 | $2,409,000 | 97 |
| Number of Managed Accounts | $2,198,000 | 81 |
| Personal Trust and Agency Accounts | $904,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $311,000 | 135 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $808,000 | 67 |
| Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 43 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $296,000 | 126 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $211,000 | 149 |
| Personal Trust and Agency Accounts | $35,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 169 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 166 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 17 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,450,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 250 |
| 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 | $2,449,000 | 98 |
| Number of Managed Accounts | $2,232,000 | 80 |
| Personal Trust and Agency Accounts | $917,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $316,000 | 133 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $816,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | $140,000 | 41 |
| 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 | $300,000 | 124 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $217,000 | 187 |
| Personal Trust and Agency Accounts | $38,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 303 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 272 |
| Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 19 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,587,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 464 |
| 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 | $2,547,000 | 93 |
| Number of Managed Accounts | $2,267,000 | 79 |
| Personal Trust and Agency Accounts | $932,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 53 |
| Number of other employee benefit and retirement-related accounts | $313,000 | 121 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $833,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $143,000 | 41 |
| 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 | $297,000 | 116 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $280,000 | 127 |
| Personal Trust and Agency Accounts | $43,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $43,000 | 142 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 102 |
| Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 18 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,590,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 230 |
| 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 | $2,613,000 | 92 |
| Number of Managed Accounts | $2,339,000 | 74 |
| Personal Trust and Agency Accounts | $961,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $334,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $849,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $148,000 | 40 |
| 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 | $316,000 | 109 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $274,000 | 129 |
| Personal Trust and Agency Accounts | $41,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 141 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 157 |
| Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 18 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,579,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 227 |
| 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 | $2,640,000 | 91 |
| Number of Managed Accounts | $2,363,000 | 72 |
| Personal Trust and Agency Accounts | $972,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $337,000 | 109 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $855,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $150,000 | 41 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $319,000 | 104 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $277,000 | 131 |
| Personal Trust and Agency Accounts | $40,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $47,000 | 145 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 161 |
| Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 18 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,516,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 218 |
| 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 | $2,695,000 | 88 |
| Number of Managed Accounts | $2,417,000 | 71 |
| Personal Trust and Agency Accounts | $983,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $349,000 | 105 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $876,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $159,000 | 36 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $331,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $278,000 | 168 |
| Personal Trust and Agency Accounts | $41,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 240 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 263 |
| Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 18 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,481,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 394 |
| 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 | $2,710,000 | 85 |
| Number of Managed Accounts | $2,431,000 | 67 |
| Personal Trust and Agency Accounts | $1,001,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $350,000 | 101 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $871,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $160,000 | 35 |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $332,000 | 94 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $279,000 | 125 |
| Personal Trust and Agency Accounts | $46,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 130 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 145 |
| Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 14 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,421,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 200 |
| 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 | $2,749,000 | 83 |
| Number of Managed Accounts | $2,465,000 | 66 |
| Personal Trust and Agency Accounts | $1,024,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $356,000 | 96 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $871,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $163,000 | 32 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $338,000 | 88 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $284,000 | 127 |
| Personal Trust and Agency Accounts | $46,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $54,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 139 |
| Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 13 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,388,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 194 |
| 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 | $2,798,000 | 82 |
| Number of Managed Accounts | $2,506,000 | 65 |
| Personal Trust and Agency Accounts | $1,012,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $367,000 | 93 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $907,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $168,000 | 33 |
| 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 | $350,000 | 86 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $292,000 | 125 |
| Personal Trust and Agency Accounts | $46,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $65,000 | 27 |
| Number non-managed other employee benefit and retirement-related accounts | $55,000 | 126 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 133 |
| Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 13 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,379,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 197 |
| 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 | $2,736,000 | 87 |
| Number of Managed Accounts | $2,498,000 | 64 |
| Personal Trust and Agency Accounts | $998,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $371,000 | 94 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $904,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $173,000 | 32 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $354,000 | 90 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $238,000 | 178 |
| Personal Trust and Agency Accounts | $50,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $39,000 | 283 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 286 |
| Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 12 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,305,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $34,000 | 362 |
| 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 | $2,779,000 | 84 |
| Number of Managed Accounts | $2,526,000 | 66 |
| Personal Trust and Agency Accounts | $1,013,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $375,000 | 92 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $906,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $178,000 | 32 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $358,000 | 84 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $253,000 | 134 |
| Personal Trust and Agency Accounts | $54,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $38,000 | 151 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 144 |
| Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 11 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,251,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $34,000 | 182 |
| 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 | $2,788,000 | 86 |
| Number of Managed Accounts | $2,524,000 | 66 |
| Personal Trust and Agency Accounts | $1,010,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $374,000 | 94 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $901,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $181,000 | 30 |
| 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 | $358,000 | 86 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $264,000 | 133 |
| Personal Trust and Agency Accounts | $55,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $40,000 | 153 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 157 |
| Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 11 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,233,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 175 |
| 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 | $2,841,000 | 84 |
| Number of Managed Accounts | $2,540,000 | 65 |
| Personal Trust and Agency Accounts | $1,020,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $384,000 | 84 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $894,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $183,000 | 28 |
| 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 | $367,000 | 83 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $301,000 | 126 |
| Personal Trust and Agency Accounts | $57,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 145 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 116 |
| Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 12 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,220,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 170 |
| 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 | $2,897,000 | 87 |
| Number of Managed Accounts | $2,578,000 | 65 |
| Personal Trust and Agency Accounts | $1,029,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $392,000 | 85 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $914,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $182,000 | 26 |
| 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 | $376,000 | 80 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $319,000 | 157 |
| Personal Trust and Agency Accounts | $59,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $58,000 | 233 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 13 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,187,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $55,000 | 280 |
| 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 | $2,932,000 | 83 |
| Number of Managed Accounts | $2,603,000 | 63 |
| Personal Trust and Agency Accounts | $1,047,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $394,000 | 80 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $917,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $185,000 | 27 |
| 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 | $378,000 | 76 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $329,000 | 124 |
| Personal Trust and Agency Accounts | $65,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $63,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 92 |
| Number (#) individual retirement, health savings, and other similar accounts | $71,000 | 12 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,135,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $57,000 | 140 |
| 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 | $2,955,000 | 83 |
| Number of Managed Accounts | $2,632,000 | 62 |
| Personal Trust and Agency Accounts | $1,073,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $398,000 | 78 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $917,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $181,000 | 27 |
| 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 | $383,000 | 70 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $323,000 | 127 |
| Personal Trust and Agency Accounts | $62,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $63,000 | 121 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 96 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 13 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $984,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 133 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,977,000 | 84 |
| Number of Managed Accounts | $2,660,000 | 62 |
| Personal Trust and Agency Accounts | $1,100,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $397,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $917,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | $183,000 | 26 |
| 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 | $382,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $317,000 | 128 |
| Personal Trust and Agency Accounts | $63,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $61,000 | 118 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 87 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 14 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $989,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 132 |
| 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 | $3,044,000 | 87 |
| Number of Managed Accounts | $2,731,000 | 62 |
| Personal Trust and Agency Accounts | $1,102,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $412,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $962,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | $189,000 | 28 |
| 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 | $396,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $313,000 | 169 |
| Personal Trust and Agency Accounts | $63,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $56,000 | 231 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 156 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 16 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $999,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $53,000 | 282 |
| 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 | $3,042,000 | 85 |
| Number of Managed Accounts | $2,746,000 | 62 |
| Personal Trust and Agency Accounts | $1,172,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $412,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $1,100,000 | 54 |
| 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 | $296,000 | 132 |
| Personal Trust and Agency Accounts | $138,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 133 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $930,000 | 51 |
| 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 | $3,071,000 | 87 |
| Number of Managed Accounts | $2,776,000 | 65 |
| Personal Trust and Agency Accounts | $1,199,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $412,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $1,100,000 | 56 |
| 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 | $295,000 | 134 |
| Personal Trust and Agency Accounts | $132,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $48,000 | 139 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $882,000 | 58 |
| 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 | $3,114,000 | 82 |
| Number of Managed Accounts | $2,811,000 | 62 |
| Personal Trust and Agency Accounts | $1,224,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $404,000 | 76 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $1,118,000 | 55 |
| 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 | $303,000 | 133 |
| Personal Trust and Agency Accounts | $137,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $48,000 | 139 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $833,000 | 59 |
| 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 | $3,119,000 | 91 |
| Number of Managed Accounts | $2,813,000 | 63 |
| Personal Trust and Agency Accounts | $1,233,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $406,000 | 81 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $1,109,000 | 56 |
| 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 | $306,000 | 177 |
| Personal Trust and Agency Accounts | $140,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $49,000 | 272 |
| Corporate Trust and Agency Accounts | $0 | 375 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $788,000 | 65 |
| 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 | $2,998,000 | 89 |
| Number of Managed Accounts | $2,775,000 | 65 |
| Personal Trust and Agency Accounts | $1,244,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $409,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $1,061,000 | 58 |
| 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 | $223,000 | 158 |
| Personal Trust and Agency Accounts | $136,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 217 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $49,000 | 150 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $849,000 | 59 |
| 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 | $3,087,000 | 90 |
| Number of Managed Accounts | $2,797,000 | 66 |
| Personal Trust and Agency Accounts | $1,267,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $407,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $1,055,000 | 59 |
| 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 | $290,000 | 145 |
| Personal Trust and Agency Accounts | $120,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $96,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $49,000 | 149 |
| Corporate Trust and Agency Accounts | $0 | 177 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $729,000 | 65 |
| 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 | $3,058,000 | 90 |
| Number of Managed Accounts | $2,766,000 | 67 |
| Personal Trust and Agency Accounts | $1,283,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $388,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $1,027,000 | 59 |
| 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 | $292,000 | 144 |
| Personal Trust and Agency Accounts | $120,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $43,000 | 161 |
| Corporate Trust and Agency Accounts | $0 | 179 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $621,000 | 69 |
| 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 | $3,030,000 | 90 |
| Number of Managed Accounts | $2,752,000 | 67 |
| Personal Trust and Agency Accounts | $1,301,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $378,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $1,003,000 | 58 |
| 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 | $278,000 | 199 |
| Personal Trust and Agency Accounts | $120,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $103,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 384 |
| Corporate Trust and Agency Accounts | $0 | 389 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $646,000 | 72 |
| 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 | $3,044,000 | 84 |
| Number of Managed Accounts | $2,747,000 | 65 |
| Personal Trust and Agency Accounts | $1,315,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $373,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $985,000 | 55 |
| 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 | $297,000 | 137 |
| Personal Trust and Agency Accounts | $126,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $39,000 | 161 |
| Corporate Trust and Agency Accounts | $0 | 189 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $670,000 | 62 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Personal Trust and Agency Accounts | $0 | 414 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 323 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number of other employee benefit and retirement-related accounts | $0 | 373 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $0 | 385 |
| 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 | $0 | 422 |
| Personal Trust and Agency Accounts | $0 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 332 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 402 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Personal Trust and Agency Accounts | $0 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 324 |
| Employee Benefit-defined Benefit Accounts | $0 | 246 |
| Number of other employee benefit and retirement-related accounts | $0 | 374 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $0 | 386 |
| 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 | $0 | 425 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 333 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
| Corporate Trust and Agency Accounts | $0 | 190 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 400 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,000 | 1,568 |
| Number of Managed Accounts | $4,000 | 1,428 |
| Personal Trust and Agency Accounts | $0 | 1,568 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 707 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 267 |
| Number of other employee benefit and retirement-related accounts | $0 | 788 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $3,000 | 809 |
| 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 | $0 | 1,332 |
| Personal Trust and Agency Accounts | $0 | 991 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 653 |
| Employee Benefit-defined Benefit Accounts | $0 | 260 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 854 |
| Corporate Trust and Agency Accounts | $0 | 403 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,000 | 741 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Personal Trust and Agency Accounts | $0 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 320 |
| Employee Benefit-defined Benefit Accounts | $0 | 242 |
| Number of other employee benefit and retirement-related accounts | $0 | 356 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $0 | 365 |
| 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 | $0 | 409 |
| Personal Trust and Agency Accounts | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 389 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Personal Trust and Agency Accounts | $0 | 402 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 328 |
| Employee Benefit-defined Benefit Accounts | $0 | 248 |
| Number of other employee benefit and retirement-related accounts | $0 | 358 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $0 | 369 |
| 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 | $0 | 412 |
| Personal Trust and Agency Accounts | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 326 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 331 |
| Corporate Trust and Agency Accounts | $0 | 194 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 396 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Personal Trust and Agency Accounts | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 337 |
| Employee Benefit-defined Benefit Accounts | $0 | 249 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $0 | 379 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| 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 | $0 | 423 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 329 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
| Corporate Trust and Agency Accounts | $0 | 196 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 406 |
| 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 | $1,000 | 1,727 |
| Number of Managed Accounts | $1,000 | 1,605 |
| Personal Trust and Agency Accounts | $0 | 1,622 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 756 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 298 |
| Number of other employee benefit and retirement-related accounts | $0 | 819 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $0 | 919 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| 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 | $0 | 1,373 |
| Personal Trust and Agency Accounts | $0 | 1,023 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 690 |
| Employee Benefit-defined Benefit Accounts | $0 | 282 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 867 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 974 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Personal Trust and Agency Accounts | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 329 |
| Employee Benefit-defined Benefit Accounts | $0 | 246 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $0 | 370 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| 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 | $0 | 414 |
| Personal Trust and Agency Accounts | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 332 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
| Corporate Trust and Agency Accounts | $0 | 200 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 397 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Personal Trust and Agency Accounts | $0 | 423 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 344 |
| Employee Benefit-defined Benefit Accounts | $0 | 251 |
| Number of other employee benefit and retirement-related accounts | $0 | 373 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $0 | 384 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| 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 | $0 | 431 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 346 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
| Corporate Trust and Agency Accounts | $0 | 207 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 414 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |