Home > Comerica Bank > Number of Fiduciary and Related Asset Accounts
Comerica 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 | $7,237,000 | 49 |
| Number of Managed Accounts | $5,289,000 | 46 |
| Personal Trust and Agency Accounts | $2,259,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $840,000 | 108 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $1,810,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $159,000 | 56 |
| Other Fiduciary Accounts | $187,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $810,000 | 83 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $1,948,000 | 45 |
| Personal Trust and Agency Accounts | $35,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $487,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $133,000 | 110 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 119 |
| Number (#) individual retirement, health savings, and other similar accounts | $167,000 | 6 |
| Other Fiduciary Accounts | $996,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,205,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | $169,000 | 29 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 326 |
| 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 | $6,974,000 | 52 |
| Number of Managed Accounts | $5,034,000 | 50 |
| Personal Trust and Agency Accounts | $2,296,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $801,000 | 111 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $1,554,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $161,000 | 53 |
| Other Fiduciary Accounts | $189,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $770,000 | 84 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,940,000 | 44 |
| Personal Trust and Agency Accounts | $35,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $480,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $134,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 103 |
| Number (#) individual retirement, health savings, and other similar accounts | $167,000 | 7 |
| Other Fiduciary Accounts | $997,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,130,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | $167,000 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 213 |
| 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 | $7,168,000 | 51 |
| Number of Managed Accounts | $5,167,000 | 49 |
| Personal Trust and Agency Accounts | $2,432,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $802,000 | 115 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $1,507,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $196,000 | 48 |
| Other Fiduciary Accounts | $189,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $772,000 | 85 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,001,000 | 43 |
| Personal Trust and Agency Accounts | $39,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $498,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $156,000 | 85 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 114 |
| Number (#) individual retirement, health savings, and other similar accounts | $171,000 | 7 |
| Other Fiduciary Accounts | $1,002,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,158,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | $167,000 | 32 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 177 |
| 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 | $8,532,000 | 45 |
| Number of Managed Accounts | $5,391,000 | 46 |
| Personal Trust and Agency Accounts | $2,601,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $783,000 | 88 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $1,581,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | $194,000 | 52 |
| Other Fiduciary Accounts | $196,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $677,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,141,000 | 38 |
| Personal Trust and Agency Accounts | $46,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $477,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $229,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $239,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $336,000 | 5 |
| Other Fiduciary Accounts | $1,794,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,496,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $183,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 177 |
| 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 | $8,579,000 | 45 |
| Number of Managed Accounts | $5,413,000 | 47 |
| Personal Trust and Agency Accounts | $2,638,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $800,000 | 88 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,530,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $206,000 | 46 |
| Other Fiduciary Accounts | $194,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $693,000 | 99 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $3,166,000 | 39 |
| Personal Trust and Agency Accounts | $47,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $473,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $238,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $219,000 | 45 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 75 |
| Number (#) individual retirement, health savings, and other similar accounts | $347,000 | 6 |
| Other Fiduciary Accounts | $1,821,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,607,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $185,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 297 |
| 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 | $8,611,000 | 45 |
| Number of Managed Accounts | $6,177,000 | 41 |
| Personal Trust and Agency Accounts | $2,667,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $463,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $799,000 | 88 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,540,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | $207,000 | 43 |
| Other Fiduciary Accounts | $449,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $696,000 | 98 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,434,000 | 39 |
| Personal Trust and Agency Accounts | $48,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 145 |
| Employee Benefit-defined Benefit Accounts | $228,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $224,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $340,000 | 6 |
| Other Fiduciary Accounts | $1,578,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,622,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $191,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $39,000 | 153 |
| 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 | $8,701,000 | 40 |
| Number of Managed Accounts | $6,216,000 | 37 |
| Personal Trust and Agency Accounts | $2,709,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $464,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $801,000 | 86 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,530,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $211,000 | 37 |
| Other Fiduciary Accounts | $444,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $697,000 | 94 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,485,000 | 34 |
| Personal Trust and Agency Accounts | $49,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $236,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $240,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 156 |
| Number (#) individual retirement, health savings, and other similar accounts | $352,000 | 6 |
| Other Fiduciary Accounts | $1,591,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,559,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $209,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $55,000 | 130 |
| 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 | $8,696,000 | 40 |
| Number of Managed Accounts | $6,264,000 | 37 |
| Personal Trust and Agency Accounts | $2,752,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $462,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $814,000 | 84 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $1,513,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $211,000 | 38 |
| Other Fiduciary Accounts | $450,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $703,000 | 94 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,432,000 | 34 |
| Personal Trust and Agency Accounts | $48,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $222,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $264,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 129 |
| Number (#) individual retirement, health savings, and other similar accounts | $342,000 | 6 |
| Other Fiduciary Accounts | $1,539,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,623,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $210,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 105 |
| 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 | $8,828,000 | 39 |
| Number of Managed Accounts | $6,379,000 | 34 |
| Personal Trust and Agency Accounts | $2,816,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $459,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $866,000 | 80 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,529,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $195,000 | 37 |
| Other Fiduciary Accounts | $453,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 553 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $2,449,000 | 35 |
| Personal Trust and Agency Accounts | $47,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $226,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $287,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 209 |
| Number (#) individual retirement, health savings, and other similar accounts | $338,000 | 6 |
| Other Fiduciary Accounts | $1,531,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,613,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $211,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 639 |
| 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 | $8,842,000 | 39 |
| Number of Managed Accounts | $6,372,000 | 34 |
| Personal Trust and Agency Accounts | $2,842,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $460,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $63,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $866,000 | 79 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $1,494,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $195,000 | 37 |
| Other Fiduciary Accounts | $452,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $668,000 | 97 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,470,000 | 34 |
| Personal Trust and Agency Accounts | $57,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $235,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $279,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
| Number (#) individual retirement, health savings, and other similar accounts | $356,000 | 6 |
| Other Fiduciary Accounts | $1,526,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,680,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $208,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $90,000 | 87 |
| 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 | $8,998,000 | 39 |
| Number of Managed Accounts | $6,524,000 | 34 |
| Personal Trust and Agency Accounts | $2,939,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $458,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $66,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $909,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,505,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $196,000 | 37 |
| Other Fiduciary Accounts | $451,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $712,000 | 94 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,474,000 | 35 |
| Personal Trust and Agency Accounts | $60,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $239,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $267,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $360,000 | 6 |
| Other Fiduciary Accounts | $1,531,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,774,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $205,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 102 |
| 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 | $9,005,000 | 39 |
| Number of Managed Accounts | $6,558,000 | 34 |
| Personal Trust and Agency Accounts | $2,982,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $447,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $910,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $1,481,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $196,000 | 37 |
| Other Fiduciary Accounts | $475,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $715,000 | 91 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,447,000 | 35 |
| Personal Trust and Agency Accounts | $63,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $236,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $274,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $354,000 | 6 |
| Other Fiduciary Accounts | $1,503,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,825,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $209,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $88,000 | 93 |
| 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 | $8,962,000 | 40 |
| Number of Managed Accounts | $6,520,000 | 35 |
| Personal Trust and Agency Accounts | $3,003,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $448,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $900,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $1,436,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $189,000 | 41 |
| Other Fiduciary Accounts | $477,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $25,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $700,000 | 94 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $2,442,000 | 36 |
| Personal Trust and Agency Accounts | $60,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 148 |
| Employee Benefit-defined Benefit Accounts | $249,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $305,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 353 |
| Number (#) individual retirement, health savings, and other similar accounts | $349,000 | 6 |
| Other Fiduciary Accounts | $1,462,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,932,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $212,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $88,000 | 147 |
| 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 | $9,124,000 | 40 |
| Number of Managed Accounts | $6,571,000 | 34 |
| Personal Trust and Agency Accounts | $3,049,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $444,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $892,000 | 73 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $1,428,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $202,000 | 36 |
| Other Fiduciary Accounts | $489,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $26,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $706,000 | 90 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,553,000 | 34 |
| Personal Trust and Agency Accounts | $58,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $248,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $316,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
| Number (#) individual retirement, health savings, and other similar accounts | $354,000 | 5 |
| Other Fiduciary Accounts | $1,560,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,080,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $243,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $91,000 | 94 |
| 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 | $9,169,000 | 39 |
| Number of Managed Accounts | $6,584,000 | 34 |
| Personal Trust and Agency Accounts | $3,102,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $400,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $891,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,425,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $205,000 | 36 |
| Other Fiduciary Accounts | $492,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $29,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $698,000 | 87 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,585,000 | 34 |
| Personal Trust and Agency Accounts | $60,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $257,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $318,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 224 |
| Number (#) individual retirement, health savings, and other similar accounts | $367,000 | 5 |
| Other Fiduciary Accounts | $1,565,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,209,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $258,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $92,000 | 106 |
| 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 | $9,215,000 | 39 |
| Number of Managed Accounts | $6,643,000 | 34 |
| Personal Trust and Agency Accounts | $3,164,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $377,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $887,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $1,451,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | $211,000 | 34 |
| Other Fiduciary Accounts | $483,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $703,000 | 89 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,572,000 | 34 |
| Personal Trust and Agency Accounts | $58,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $249,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $326,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $361,000 | 5 |
| Other Fiduciary Accounts | $1,560,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,264,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $252,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $91,000 | 100 |
| 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 | $9,240,000 | 39 |
| Number of Managed Accounts | $6,711,000 | 35 |
| Personal Trust and Agency Accounts | $3,244,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $369,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $883,000 | 72 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $1,442,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $221,000 | 34 |
| Other Fiduciary Accounts | $482,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $32,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $809,000 | 77 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $2,529,000 | 36 |
| Personal Trust and Agency Accounts | $62,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 148 |
| Employee Benefit-defined Benefit Accounts | $242,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $328,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
| Number (#) individual retirement, health savings, and other similar accounts | $369,000 | 5 |
| Other Fiduciary Accounts | $1,509,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,290,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $258,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 144 |
| 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 | $9,270,000 | 39 |
| Number of Managed Accounts | $6,783,000 | 36 |
| Personal Trust and Agency Accounts | $3,363,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $349,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $875,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $1,428,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $223,000 | 33 |
| Other Fiduciary Accounts | $476,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $802,000 | 75 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,487,000 | 35 |
| Personal Trust and Agency Accounts | $69,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $235,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $324,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $350,000 | 5 |
| Other Fiduciary Accounts | $1,490,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,325,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $259,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 92 |
| 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 | $9,435,000 | 40 |
| Number of Managed Accounts | $6,918,000 | 35 |
| Personal Trust and Agency Accounts | $3,509,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $338,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $864,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,440,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $228,000 | 33 |
| Other Fiduciary Accounts | $471,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $790,000 | 76 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,517,000 | 37 |
| Personal Trust and Agency Accounts | $77,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $239,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $326,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $355,000 | 5 |
| Other Fiduciary Accounts | $1,500,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,356,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $263,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $98,000 | 100 |
| 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 | $9,547,000 | 40 |
| Number of Managed Accounts | $7,009,000 | 34 |
| Personal Trust and Agency Accounts | $3,609,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $328,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $864,000 | 69 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,446,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $231,000 | 33 |
| Other Fiduciary Accounts | $461,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $797,000 | 75 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,538,000 | 37 |
| Personal Trust and Agency Accounts | $77,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $242,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $327,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $349,000 | 5 |
| Other Fiduciary Accounts | $1,523,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,404,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $268,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $100,000 | 98 |
| 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 | $9,772,000 | 39 |
| Number of Managed Accounts | $7,135,000 | 32 |
| Personal Trust and Agency Accounts | $3,708,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $307,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $870,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $1,488,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $233,000 | 33 |
| Other Fiduciary Accounts | $459,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $29,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $795,000 | 71 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $2,637,000 | 37 |
| Personal Trust and Agency Accounts | $76,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $251,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $338,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $379,000 | 5 |
| Other Fiduciary Accounts | $1,571,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,446,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $283,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $100,000 | 137 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,142,000 | 38 |
| Number of Managed Accounts | $7,291,000 | 32 |
| Personal Trust and Agency Accounts | $3,831,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $295,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $874,000 | 63 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,529,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $245,000 | 30 |
| Other Fiduciary Accounts | $446,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $30,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $808,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,851,000 | 34 |
| Personal Trust and Agency Accounts | $77,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $259,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $344,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $391,000 | 5 |
| Other Fiduciary Accounts | $1,757,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,507,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $285,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 94 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,203,000 | 37 |
| Number of Managed Accounts | $7,355,000 | 33 |
| Personal Trust and Agency Accounts | $3,882,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $292,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $894,000 | 61 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,533,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $243,000 | 30 |
| Other Fiduciary Accounts | $440,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $29,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $804,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,848,000 | 34 |
| Personal Trust and Agency Accounts | $76,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $259,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $353,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $390,000 | 5 |
| Other Fiduciary Accounts | $1,747,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,449,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $289,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $103,000 | 96 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $10,280,000 | 37 |
| Number of Managed Accounts | $7,444,000 | 33 |
| Personal Trust and Agency Accounts | $3,944,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $272,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $926,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $1,568,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $244,000 | 31 |
| Other Fiduciary Accounts | $419,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $30,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $816,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,836,000 | 35 |
| Personal Trust and Agency Accounts | $74,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $262,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $354,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $396,000 | 5 |
| Other Fiduciary Accounts | $1,727,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,453,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $287,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $115,000 | 89 |
| 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 | $10,517,000 | 37 |
| Number of Managed Accounts | $7,635,000 | 31 |
| Personal Trust and Agency Accounts | $4,055,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $267,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $951,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $1,630,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $246,000 | 31 |
| Other Fiduciary Accounts | $415,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $850,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $2,882,000 | 37 |
| Personal Trust and Agency Accounts | $81,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $274,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $362,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
| Number (#) individual retirement, health savings, and other similar accounts | $410,000 | 3 |
| Other Fiduciary Accounts | $1,732,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,502,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $291,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $113,000 | 132 |
| 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 | $10,447,000 | 38 |
| Number of Managed Accounts | $7,575,000 | 31 |
| Personal Trust and Agency Accounts | $4,017,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $242,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $936,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,646,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $245,000 | 31 |
| Other Fiduciary Accounts | $417,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $30,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $861,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,872,000 | 33 |
| Personal Trust and Agency Accounts | $74,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $271,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $370,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Number (#) individual retirement, health savings, and other similar accounts | $413,000 | 3 |
| Other Fiduciary Accounts | $1,721,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,466,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $300,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $115,000 | 92 |
| 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 | $10,545,000 | 37 |
| Number of Managed Accounts | $7,615,000 | 31 |
| Personal Trust and Agency Accounts | $4,071,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $230,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $939,000 | 53 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,651,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $252,000 | 32 |
| Other Fiduciary Accounts | $403,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $848,000 | 62 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,930,000 | 33 |
| Personal Trust and Agency Accounts | $74,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $272,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $380,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Number (#) individual retirement, health savings, and other similar accounts | $410,000 | 3 |
| Other Fiduciary Accounts | $1,771,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,426,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $312,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $115,000 | 95 |
| 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 | $10,530,000 | 37 |
| Number of Managed Accounts | $7,658,000 | 30 |
| Personal Trust and Agency Accounts | $4,092,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $202,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $960,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $1,677,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $257,000 | 28 |
| Other Fiduciary Accounts | $400,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $43,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $870,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,872,000 | 35 |
| Personal Trust and Agency Accounts | $72,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $268,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $385,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $385,000 | 4 |
| Other Fiduciary Accounts | $1,740,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,431,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $319,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $115,000 | 94 |
| 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 | $10,657,000 | 37 |
| Number of Managed Accounts | $7,741,000 | 31 |
| Personal Trust and Agency Accounts | $4,157,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $975,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $1,709,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $256,000 | 29 |
| Other Fiduciary Accounts | $395,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $43,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $885,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $2,916,000 | 37 |
| Personal Trust and Agency Accounts | $74,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $281,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $405,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
| Number (#) individual retirement, health savings, and other similar accounts | $406,000 | 4 |
| Other Fiduciary Accounts | $1,721,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,436,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $312,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 129 |
| 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 | $10,787,000 | 36 |
| Number of Managed Accounts | $7,883,000 | 30 |
| Personal Trust and Agency Accounts | $4,286,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,000,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,758,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $257,000 | 28 |
| Other Fiduciary Accounts | $400,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $42,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $901,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,904,000 | 35 |
| Personal Trust and Agency Accounts | $76,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $280,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $405,000 | 29 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $402,000 | 4 |
| Other Fiduciary Accounts | $1,710,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,481,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $323,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $121,000 | 90 |
| 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 | $10,774,000 | 36 |
| Number of Managed Accounts | $7,918,000 | 30 |
| Personal Trust and Agency Accounts | $4,324,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $114,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $66,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,003,000 | 43 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,744,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $259,000 | 28 |
| Other Fiduciary Accounts | $408,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $41,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $922,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,856,000 | 36 |
| Personal Trust and Agency Accounts | $77,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $268,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $400,000 | 29 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
| Number (#) individual retirement, health savings, and other similar accounts | $394,000 | 5 |
| Other Fiduciary Accounts | $1,686,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,556,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $334,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $126,000 | 89 |
| 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 | $10,951,000 | 36 |
| Number of Managed Accounts | $7,936,000 | 30 |
| Personal Trust and Agency Accounts | $4,348,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $63,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $995,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,762,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | $263,000 | 28 |
| Other Fiduciary Accounts | $416,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $42,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $916,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,015,000 | 33 |
| Personal Trust and Agency Accounts | $91,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $273,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $424,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 148 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Number (#) individual retirement, health savings, and other similar accounts | $396,000 | 5 |
| Other Fiduciary Accounts | $1,800,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,597,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $358,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $124,000 | 90 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,229,000 | 35 |
| Number of Managed Accounts | $8,156,000 | 29 |
| Personal Trust and Agency Accounts | $4,512,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,021,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $1,801,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $270,000 | 28 |
| Other Fiduciary Accounts | $414,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $42,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $921,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $3,073,000 | 34 |
| Personal Trust and Agency Accounts | $80,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $284,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $443,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 270 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $408,000 | 5 |
| Other Fiduciary Accounts | $1,827,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,640,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $363,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $133,000 | 129 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,397,000 | 34 |
| Number of Managed Accounts | $8,320,000 | 29 |
| Personal Trust and Agency Accounts | $4,610,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,046,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,847,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $283,000 | 25 |
| Other Fiduciary Accounts | $409,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $37,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $935,000 | 42 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,077,000 | 31 |
| Personal Trust and Agency Accounts | $83,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $292,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $463,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $403,000 | 4 |
| Other Fiduciary Accounts | $1,803,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,613,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $365,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $156,000 | 80 |
| 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 | $11,549,000 | 34 |
| Number of Managed Accounts | $8,437,000 | 30 |
| Personal Trust and Agency Accounts | $4,700,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,071,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $1,860,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $295,000 | 26 |
| Other Fiduciary Accounts | $413,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $34,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $963,000 | 40 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,112,000 | 30 |
| Personal Trust and Agency Accounts | $82,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $298,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $480,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $414,000 | 4 |
| Other Fiduciary Accounts | $1,804,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,678,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $366,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $172,000 | 73 |
| 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 | $11,662,000 | 33 |
| Number of Managed Accounts | $8,510,000 | 29 |
| Personal Trust and Agency Accounts | $4,725,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,087,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $1,877,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $300,000 | 26 |
| Other Fiduciary Accounts | $422,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $32,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $977,000 | 39 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,152,000 | 32 |
| Personal Trust and Agency Accounts | $81,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $306,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $472,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $395,000 | 4 |
| Other Fiduciary Accounts | $1,863,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,694,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $360,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $170,000 | 76 |
| 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 | $11,750,000 | 34 |
| Number of Managed Accounts | $8,578,000 | 29 |
| Personal Trust and Agency Accounts | $4,756,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,088,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $1,903,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | $299,000 | 25 |
| Other Fiduciary Accounts | $429,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $33,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $983,000 | 38 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $3,172,000 | 36 |
| Personal Trust and Agency Accounts | $92,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $309,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $466,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 132 |
| Number (#) individual retirement, health savings, and other similar accounts | $401,000 | 5 |
| Other Fiduciary Accounts | $1,841,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,672,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $339,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $161,000 | 115 |
| 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 | $12,418,000 | 31 |
| Number of Managed Accounts | $9,006,000 | 28 |
| Personal Trust and Agency Accounts | $4,777,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,094,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $2,287,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $303,000 | 24 |
| Other Fiduciary Accounts | $441,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $33,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $991,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,412,000 | 32 |
| Personal Trust and Agency Accounts | $94,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $326,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $713,000 | 21 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $403,000 | 4 |
| Other Fiduciary Accounts | $1,823,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,641,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $332,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $408,000 | 42 |
| 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 | $12,636,000 | 31 |
| Number of Managed Accounts | $9,211,000 | 27 |
| Personal Trust and Agency Accounts | $4,789,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,093,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $2,311,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $305,000 | 23 |
| Other Fiduciary Accounts | $609,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $33,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $993,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,425,000 | 33 |
| Personal Trust and Agency Accounts | $99,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $341,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $720,000 | 22 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $408,000 | 5 |
| Other Fiduciary Accounts | $1,805,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,670,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $332,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $424,000 | 38 |
| 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 | $12,729,000 | 32 |
| Number of Managed Accounts | $9,324,000 | 27 |
| Personal Trust and Agency Accounts | $4,839,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,095,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $2,350,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $309,000 | 23 |
| Other Fiduciary Accounts | $629,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $32,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $997,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,405,000 | 36 |
| Personal Trust and Agency Accounts | $98,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $344,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $709,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $400,000 | 6 |
| Other Fiduciary Accounts | $1,800,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,658,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $288,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $418,000 | 40 |
| 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 | $13,189,000 | 30 |
| Number of Managed Accounts | $9,460,000 | 26 |
| Personal Trust and Agency Accounts | $4,931,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $1,113,000 | 29 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $2,372,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $313,000 | 24 |
| Other Fiduciary Accounts | $630,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $32,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $993,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $3,729,000 | 34 |
| Personal Trust and Agency Accounts | $102,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $372,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $674,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 199 |
| Number (#) individual retirement, health savings, and other similar accounts | $400,000 | 7 |
| Other Fiduciary Accounts | $2,104,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,687,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $286,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $435,000 | 47 |
| 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 | $13,319,000 | 31 |
| Number of Managed Accounts | $9,051,000 | 26 |
| Personal Trust and Agency Accounts | $5,013,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $1,108,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $2,403,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $309,000 | 24 |
| Other Fiduciary Accounts | $120,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $32,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $994,000 | 32 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,268,000 | 29 |
| Personal Trust and Agency Accounts | $102,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $378,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $693,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $411,000 | 4 |
| Other Fiduciary Accounts | $2,614,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,682,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $287,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $434,000 | 36 |
| 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 | $13,379,000 | 31 |
| Number of Managed Accounts | $9,068,000 | 24 |
| Personal Trust and Agency Accounts | $5,044,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $1,108,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $2,390,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $308,000 | 23 |
| Other Fiduciary Accounts | $119,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $32,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,004,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,311,000 | 30 |
| Personal Trust and Agency Accounts | $102,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $387,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $698,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $395,000 | 4 |
| Other Fiduciary Accounts | $2,657,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,745,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $292,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $438,000 | 37 |
| 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 | $13,475,000 | 31 |
| Number of Managed Accounts | $9,131,000 | 24 |
| Personal Trust and Agency Accounts | $5,060,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $1,112,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $2,438,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $309,000 | 23 |
| Other Fiduciary Accounts | $115,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $32,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $994,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,344,000 | 29 |
| Personal Trust and Agency Accounts | $105,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $382,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $704,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $383,000 | 5 |
| Other Fiduciary Accounts | $2,698,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,758,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $272,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $412,000 | 43 |
| 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 | $13,739,000 | 30 |
| Number of Managed Accounts | $9,244,000 | 23 |
| Personal Trust and Agency Accounts | $5,135,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $1,118,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $2,459,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $311,000 | 22 |
| Other Fiduciary Accounts | $118,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $35,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,005,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $4,495,000 | 29 |
| Personal Trust and Agency Accounts | $99,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $185,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $419,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $697,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $399,000 | 4 |
| Other Fiduciary Accounts | $2,696,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,759,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $284,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $426,000 | 52 |
| 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 | $11,772,000 | 32 |
| Number of Managed Accounts | $9,323,000 | 23 |
| Personal Trust and Agency Accounts | $5,262,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $1,114,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $2,629,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 51 |
| Other Fiduciary Accounts | $111,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,047,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,449,000 | 43 |
| Personal Trust and Agency Accounts | $97,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $184,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $419,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $650,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $42,000 | 38 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
| Other Fiduciary Accounts | $1,050,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,720,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $306,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $438,000 | 40 |
| 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 | $11,857,000 | 31 |
| Number of Managed Accounts | $9,380,000 | 21 |
| Personal Trust and Agency Accounts | $5,272,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $1,121,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $2,666,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 50 |
| Other Fiduciary Accounts | $111,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,059,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,477,000 | 45 |
| Personal Trust and Agency Accounts | $97,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $426,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $629,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $39,000 | 40 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 44 |
| Other Fiduciary Accounts | $1,081,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,718,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $306,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $435,000 | 40 |
| 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 | $11,973,000 | 32 |
| Number of Managed Accounts | $9,458,000 | 23 |
| Personal Trust and Agency Accounts | $5,303,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,147,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $2,684,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 51 |
| Other Fiduciary Accounts | $109,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,086,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,515,000 | 43 |
| Personal Trust and Agency Accounts | $103,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $211,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $440,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $630,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $38,000 | 41 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 43 |
| Other Fiduciary Accounts | $1,085,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,797,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $303,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $427,000 | 37 |
| 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 | $12,067,000 | 31 |
| Number of Managed Accounts | $9,474,000 | 22 |
| Personal Trust and Agency Accounts | $5,316,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,155,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $2,681,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $103,000 | 51 |
| Other Fiduciary Accounts | $110,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,094,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $2,593,000 | 42 |
| Personal Trust and Agency Accounts | $108,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $212,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $445,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $619,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $43,000 | 44 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 46 |
| Other Fiduciary Accounts | $1,158,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,817,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $289,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $414,000 | 48 |
| 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 | $12,068,000 | 31 |
| Number of Managed Accounts | $9,489,000 | 24 |
| Personal Trust and Agency Accounts | $5,324,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,161,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $2,675,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $110,000 | 49 |
| Other Fiduciary Accounts | $109,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,091,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,579,000 | 42 |
| Personal Trust and Agency Accounts | $113,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $211,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $449,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $599,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $52,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 45 |
| Other Fiduciary Accounts | $1,147,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,052,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $285,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $410,000 | 37 |
| 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 | $12,120,000 | 32 |
| Number of Managed Accounts | $9,591,000 | 23 |
| Personal Trust and Agency Accounts | $5,438,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,168,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $2,668,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $101,000 | 51 |
| Other Fiduciary Accounts | $102,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $18,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,097,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,529,000 | 44 |
| Personal Trust and Agency Accounts | $117,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $210,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $450,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $545,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $43,000 | 33 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 42 |
| Other Fiduciary Accounts | $1,155,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,067,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $276,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $349,000 | 45 |
| 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 | $12,777,000 | 31 |
| Number of Managed Accounts | $9,669,000 | 21 |
| Personal Trust and Agency Accounts | $5,519,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,163,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $2,662,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $101,000 | 51 |
| Other Fiduciary Accounts | $101,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,091,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,108,000 | 38 |
| Personal Trust and Agency Accounts | $115,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $216,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $453,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $507,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $45,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 45 |
| Other Fiduciary Accounts | $1,763,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,465,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $282,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $318,000 | 51 |
| 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 | $12,862,000 | 32 |
| Number of Managed Accounts | $9,692,000 | 22 |
| Personal Trust and Agency Accounts | $5,598,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,168,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $2,605,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $101,000 | 51 |
| Other Fiduciary Accounts | $96,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $18,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,096,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $3,170,000 | 40 |
| Personal Trust and Agency Accounts | $119,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $243,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $455,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $474,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $46,000 | 38 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 50 |
| Other Fiduciary Accounts | $1,824,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,575,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $279,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $293,000 | 70 |
| 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 | $12,923,000 | 31 |
| Number of Managed Accounts | $9,754,000 | 21 |
| Personal Trust and Agency Accounts | $5,629,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,120,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $2,631,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $102,000 | 49 |
| Other Fiduciary Accounts | $141,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $17,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,095,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,169,000 | 38 |
| Personal Trust and Agency Accounts | $125,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $240,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $446,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $302,000 | 43 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $55,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 42 |
| Other Fiduciary Accounts | $1,991,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,672,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $280,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $298,000 | 51 |
| 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 | $13,064,000 | 32 |
| Number of Managed Accounts | $9,829,000 | 21 |
| Personal Trust and Agency Accounts | $5,686,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $87,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,127,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $2,655,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $100,000 | 50 |
| Other Fiduciary Accounts | $132,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $17,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,099,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,235,000 | 39 |
| Personal Trust and Agency Accounts | $127,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $246,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $457,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $278,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $54,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $2,062,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,703,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $278,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $274,000 | 52 |
| 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 | $13,145,000 | 33 |
| Number of Managed Accounts | $9,884,000 | 21 |
| Personal Trust and Agency Accounts | $5,721,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,127,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $2,679,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 50 |
| Other Fiduciary Accounts | $133,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $17,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,095,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,261,000 | 39 |
| Personal Trust and Agency Accounts | $130,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $246,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $453,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $276,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $54,000 | 22 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $2,091,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,129,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $281,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $272,000 | 49 |
| 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 | $13,239,000 | 36 |
| Number of Managed Accounts | $9,913,000 | 22 |
| Personal Trust and Agency Accounts | $5,730,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $93,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,122,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $2,700,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $92,000 | 51 |
| Other Fiduciary Accounts | $136,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $17,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,090,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $3,326,000 | 42 |
| Personal Trust and Agency Accounts | $138,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $265,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $470,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $282,000 | 68 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $55,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 41 |
| Other Fiduciary Accounts | $2,105,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,196,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $293,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $278,000 | 75 |
| 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 | $12,553,000 | 37 |
| Number of Managed Accounts | $9,387,000 | 22 |
| Personal Trust and Agency Accounts | $5,493,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,067,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $2,559,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $133,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $17,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,166,000 | 42 |
| Personal Trust and Agency Accounts | $192,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $234,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $474,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $276,000 | 47 |
| 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 | $1,990,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,015,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $263,000 | 7 |
| # 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 | $12,903,000 | 37 |
| Number of Managed Accounts | $9,515,000 | 23 |
| Personal Trust and Agency Accounts | $5,551,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,083,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $2,592,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $138,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $18,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,388,000 | 40 |
| Personal Trust and Agency Accounts | $202,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $472,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $460,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $274,000 | 47 |
| 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 | $1,980,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,092,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $278,000 | 6 |
| # 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 | $13,130,000 | 36 |
| Number of Managed Accounts | $9,597,000 | 23 |
| Personal Trust and Agency Accounts | $5,599,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,088,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $2,605,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $135,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $18,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,533,000 | 36 |
| Personal Trust and Agency Accounts | $210,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $500,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $495,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $282,000 | 49 |
| 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 | $2,046,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,016,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $192,000 | 7 |
| # 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 | $13,276,000 | 39 |
| Number of Managed Accounts | $9,691,000 | 24 |
| Personal Trust and Agency Accounts | $5,650,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,100,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $2,634,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $134,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $17,000 | 7 |
| 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 | $3,585,000 | 41 |
| Personal Trust and Agency Accounts | $213,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $552,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $470,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $274,000 | 76 |
| 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 | $2,076,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,110,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $175,000 | 7 |
| # 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 | $13,473,000 | 37 |
| Number of Managed Accounts | $9,769,000 | 23 |
| Personal Trust and Agency Accounts | $5,723,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,089,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $2,641,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $136,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,704,000 | 37 |
| Personal Trust and Agency Accounts | $240,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $677,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $464,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $272,000 | 51 |
| 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 | $2,051,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,192,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $174,000 | 7 |
| # 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 | $13,581,000 | 38 |
| Number of Managed Accounts | $9,850,000 | 24 |
| Personal Trust and Agency Accounts | $5,842,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,066,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $2,621,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $138,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,731,000 | 39 |
| Personal Trust and Agency Accounts | $253,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $686,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $466,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $264,000 | 50 |
| 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 | $2,062,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,625,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $162,000 | 8 |
| # 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 | $13,586,000 | 37 |
| Number of Managed Accounts | $9,874,000 | 24 |
| Personal Trust and Agency Accounts | $5,881,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,060,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $2,609,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $140,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,712,000 | 37 |
| Personal Trust and Agency Accounts | $260,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $705,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $465,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $243,000 | 53 |
| 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 | $2,039,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,588,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $155,000 | 8 |
| # 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 | $13,500,000 | 40 |
| Number of Managed Accounts | $9,918,000 | 26 |
| Personal Trust and Agency Accounts | $5,921,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,048,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $2,615,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $147,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,582,000 | 40 |
| Personal Trust and Agency Accounts | $262,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $664,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $444,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $224,000 | 86 |
| 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 | $1,988,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,567,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $153,000 | 10 |
| # 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 | $13,614,000 | 39 |
| Number of Managed Accounts | $9,964,000 | 25 |
| Personal Trust and Agency Accounts | $6,045,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,063,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $2,516,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $150,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,650,000 | 36 |
| Personal Trust and Agency Accounts | $276,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $695,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $460,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $195,000 | 60 |
| 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 | $2,024,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,543,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $157,000 | 9 |
| # 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 | $13,844,000 | 37 |
| Number of Managed Accounts | $10,315,000 | 23 |
| Personal Trust and Agency Accounts | $6,144,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,065,000 | 31 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $2,766,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $147,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,529,000 | 37 |
| Personal Trust and Agency Accounts | $252,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $705,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $445,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $157,000 | 70 |
| 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 | $1,970,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,490,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $154,000 | 10 |
| # 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 | $14,199,000 | 35 |
| Number of Managed Accounts | $10,406,000 | 22 |
| Personal Trust and Agency Accounts | $6,404,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $1,090,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $2,574,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $142,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,793,000 | 36 |
| Personal Trust and Agency Accounts | $302,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $896,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $468,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $156,000 | 69 |
| 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 | $1,971,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,881,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $150,000 | 10 |
| # 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 | $13,953,000 | 37 |
| Number of Managed Accounts | $10,300,000 | 24 |
| Personal Trust and Agency Accounts | $6,351,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $1,071,000 | 28 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $2,541,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $143,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,653,000 | 42 |
| Personal Trust and Agency Accounts | $232,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $894,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $453,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $155,000 | 114 |
| 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 | $1,919,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,725,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $144,000 | 11 |
| # 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 | $13,995,000 | 36 |
| Number of Managed Accounts | $10,353,000 | 24 |
| Personal Trust and Agency Accounts | $6,402,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,073,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $2,541,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $143,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $16,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,642,000 | 41 |
| Personal Trust and Agency Accounts | $234,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $881,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $445,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $155,000 | 72 |
| 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 | $1,927,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,627,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $142,000 | 10 |
| # 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 | $14,148,000 | 36 |
| Number of Managed Accounts | $10,491,000 | 23 |
| Personal Trust and Agency Accounts | $6,519,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,065,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $2,566,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $141,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,657,000 | 40 |
| Personal Trust and Agency Accounts | $231,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $873,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $458,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $156,000 | 75 |
| 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 | $1,939,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,614,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $146,000 | 10 |
| # 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 | $14,256,000 | 36 |
| Number of Managed Accounts | $10,446,000 | 23 |
| Personal Trust and Agency Accounts | $6,505,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $85,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,054,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $2,551,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $134,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 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 | $3,810,000 | 39 |
| Personal Trust and Agency Accounts | $326,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $888,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $458,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $163,000 | 73 |
| 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 | $1,975,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,576,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $223,000 | 9 |
| # 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 | $14,784,000 | 39 |
| Number of Managed Accounts | $10,814,000 | 28 |
| Personal Trust and Agency Accounts | $6,782,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $121,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,081,000 | 19 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $2,611,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $133,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $20,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,970,000 | 41 |
| Personal Trust and Agency Accounts | $345,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,069,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $513,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $174,000 | 116 |
| 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 | $1,869,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,573,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $233,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,014,000 | 36 |
| Number of Managed Accounts | $10,984,000 | 25 |
| Personal Trust and Agency Accounts | $6,911,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,078,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $2,642,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $137,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,030,000 | 39 |
| Personal Trust and Agency Accounts | $365,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,092,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $491,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $177,000 | 66 |
| 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 | $1,905,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,852,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $226,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,394,000 | 34 |
| Number of Managed Accounts | $11,049,000 | 24 |
| Personal Trust and Agency Accounts | $6,992,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $125,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,074,000 | 19 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $2,617,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $143,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $23,000 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,345,000 | 37 |
| Personal Trust and Agency Accounts | $394,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,409,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $470,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $178,000 | 67 |
| 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 | $1,894,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,929,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $225,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,537,000 | 35 |
| Number of Managed Accounts | $11,060,000 | 25 |
| Personal Trust and Agency Accounts | $7,044,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $125,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,062,000 | 21 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $2,589,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $142,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $24,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,477,000 | 37 |
| Personal Trust and Agency Accounts | $444,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,388,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $477,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $180,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,988,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,806,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $219,000 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,355,000 | 37 |
| Number of Managed Accounts | $11,110,000 | 26 |
| Personal Trust and Agency Accounts | $7,148,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $125,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $1,052,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $2,551,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $141,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $24,000 | 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 | $4,245,000 | 43 |
| Personal Trust and Agency Accounts | $577,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,072,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $469,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $189,000 | 109 |
| 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 | $1,938,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,915,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $222,000 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,333,000 | 35 |
| Number of Managed Accounts | $11,108,000 | 25 |
| Personal Trust and Agency Accounts | $7,191,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $95,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,046,000 | 21 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $2,520,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $127,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $25,000 | 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 | $4,225,000 | 38 |
| Personal Trust and Agency Accounts | $598,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,086,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $443,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $195,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 201 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,903,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,225,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $216,000 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,396,000 | 33 |
| Number of Managed Accounts | $11,197,000 | 24 |
| Personal Trust and Agency Accounts | $7,284,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $127,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,023,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $2,544,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $127,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $26,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,199,000 | 38 |
| Personal Trust and Agency Accounts | $574,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,079,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $441,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $205,000 | 66 |
| Corporate Trust and Agency Accounts | $0 | 206 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,900,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,155,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $221,000 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,302,000 | 34 |
| Number of Managed Accounts | $11,175,000 | 25 |
| Personal Trust and Agency Accounts | $7,283,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $95,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,010,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $2,535,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $124,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $27,000 | 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 | $4,127,000 | 41 |
| Personal Trust and Agency Accounts | $425,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,098,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $447,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $209,000 | 66 |
| Corporate Trust and Agency Accounts | $0 | 205 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,948,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,066,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $215,000 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,653,000 | 36 |
| Number of Managed Accounts | $11,379,000 | 27 |
| Personal Trust and Agency Accounts | $7,476,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $99,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $131,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $1,013,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $2,535,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $125,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 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 | $4,274,000 | 42 |
| Personal Trust and Agency Accounts | $447,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,191,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $473,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $214,000 | 103 |
| Corporate Trust and Agency Accounts | $0 | 460 |
| 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 | $1,949,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,038,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $211,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,762,000 | 32 |
| Number of Managed Accounts | $11,510,000 | 23 |
| Personal Trust and Agency Accounts | $7,596,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $103,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $1,016,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $2,522,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $145,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $30,000 | 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 | $4,252,000 | 41 |
| Personal Trust and Agency Accounts | $432,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,205,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $531,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $213,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,871,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,232,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $191,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,891,000 | 34 |
| Number of Managed Accounts | $11,654,000 | 21 |
| Personal Trust and Agency Accounts | $7,712,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $132,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,004,000 | 22 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $2,546,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $145,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $32,000 | 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 | $4,237,000 | 43 |
| Personal Trust and Agency Accounts | $408,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,197,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $522,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $232,000 | 67 |
| Corporate Trust and Agency Accounts | $0 | 211 |
| 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 | $1,878,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,187,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $213,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $13,661,000 | 38 |
| Number of Managed Accounts | $10,341,000 | 24 |
| Personal Trust and Agency Accounts | $6,804,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $131,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $900,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $2,290,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $111,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $32,000 | 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 | $3,320,000 | 51 |
| Personal Trust and Agency Accounts | $340,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $868,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $424,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $189,000 | 76 |
| Corporate Trust and Agency Accounts | $0 | 216 |
| 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 | $1,499,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,547,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $209,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $13,967,000 | 37 |
| Number of Managed Accounts | $10,532,000 | 25 |
| Personal Trust and Agency Accounts | $6,963,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $109,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $139,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $911,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $2,288,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $122,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $33,000 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,435,000 | 49 |
| Personal Trust and Agency Accounts | $343,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $875,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $426,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $190,000 | 108 |
| Corporate Trust and Agency Accounts | $0 | 452 |
| 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 | $1,601,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,244,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $184,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $15,732,000 | 31 |
| Number of Managed Accounts | $11,326,000 | 23 |
| Personal Trust and Agency Accounts | $7,864,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $145,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $138,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $172,000 | 130 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $2,995,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,000 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $27,000 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,406,000 | 40 |
| Personal Trust and Agency Accounts | $804,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $944,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $362,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $2,200,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 450 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $96,000 | 51 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,062,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $181,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |