Home > Cornerstone Bank > Number of Fiduciary and Related Asset Accounts
Cornerstone 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 | $717,000 | 303 |
| Number of Managed Accounts | $676,000 | 268 |
| Personal Trust and Agency Accounts | $294,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $0 | 229 |
| Number of other employee benefit and retirement-related accounts | $146,000 | 329 |
| Corporate Trust and Agency Accounts | $9,000 | 47 |
| Number of managed investment management and investment advisory agency accounts | $125,000 | 310 |
| Number of foundation and endowment trust and agency accounts, managed assets | $94,000 | 86 |
| Other Fiduciary Accounts | $0 | 249 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $146,000 | 288 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $41,000 | 419 |
| Personal Trust and Agency Accounts | $3,000 | 485 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 608 |
| Corporate Trust and Agency Accounts | $5,000 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 289 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 150 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $143,000 | 156 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 144 |
| 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 | $558,000 | 291 |
| Number of Managed Accounts | $518,000 | 262 |
| Personal Trust and Agency Accounts | $138,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 176 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number of other employee benefit and retirement-related accounts | $145,000 | 260 |
| Corporate Trust and Agency Accounts | $7,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $127,000 | 249 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 84 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $145,000 | 224 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $40,000 | 263 |
| Personal Trust and Agency Accounts | $3,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $0 | 158 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 298 |
| Corporate Trust and Agency Accounts | $4,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 207 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 123 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $142,000 | 131 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 110 |
| 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 | $711,000 | 293 |
| Number of Managed Accounts | $671,000 | 260 |
| Personal Trust and Agency Accounts | $289,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number of other employee benefit and retirement-related accounts | $144,000 | 299 |
| Corporate Trust and Agency Accounts | $9,000 | 35 |
| Number of managed investment management and investment advisory agency accounts | $128,000 | 286 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 81 |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $144,000 | 262 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $40,000 | 304 |
| Personal Trust and Agency Accounts | $3,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 382 |
| Corporate Trust and Agency Accounts | $4,000 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 233 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 134 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $146,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $119,000 | 119 |
| 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 | $702,000 | 314 |
| Number of Managed Accounts | $661,000 | 278 |
| Personal Trust and Agency Accounts | $288,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $0 | 238 |
| Number of other employee benefit and retirement-related accounts | $135,000 | 307 |
| Corporate Trust and Agency Accounts | $11,000 | 46 |
| Number of managed investment management and investment advisory agency accounts | $125,000 | 311 |
| Number of foundation and endowment trust and agency accounts, managed assets | $94,000 | 86 |
| Other Fiduciary Accounts | $0 | 220 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $135,000 | 299 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $41,000 | 433 |
| Personal Trust and Agency Accounts | $3,000 | 489 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 590 |
| Corporate Trust and Agency Accounts | $4,000 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 299 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 141 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $146,000 | 160 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 114 |
| 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 | $692,000 | 279 |
| Number of Managed Accounts | $650,000 | 255 |
| Personal Trust and Agency Accounts | $287,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number of other employee benefit and retirement-related accounts | $134,000 | 244 |
| Corporate Trust and Agency Accounts | $8,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $120,000 | 268 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 85 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $134,000 | 242 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $42,000 | 276 |
| Personal Trust and Agency Accounts | $2,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
| Corporate Trust and Agency Accounts | $5,000 | 80 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 184 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $144,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 81 |
| 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 | $690,000 | 267 |
| Number of Managed Accounts | $648,000 | 248 |
| Personal Trust and Agency Accounts | $286,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number of other employee benefit and retirement-related accounts | $129,000 | 271 |
| Corporate Trust and Agency Accounts | $11,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $120,000 | 283 |
| Number of foundation and endowment trust and agency accounts, managed assets | $94,000 | 74 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $129,000 | 268 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $42,000 | 283 |
| Personal Trust and Agency Accounts | $2,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 346 |
| Corporate Trust and Agency Accounts | $5,000 | 86 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 199 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 110 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $146,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 83 |
| 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 | $695,000 | 247 |
| Number of Managed Accounts | $649,000 | 235 |
| Personal Trust and Agency Accounts | $287,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number of other employee benefit and retirement-related accounts | $130,000 | 236 |
| Corporate Trust and Agency Accounts | $10,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $120,000 | 255 |
| Number of foundation and endowment trust and agency accounts, managed assets | $94,000 | 76 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $130,000 | 234 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $46,000 | 241 |
| Personal Trust and Agency Accounts | $2,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $0 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 295 |
| Corporate Trust and Agency Accounts | $9,000 | 68 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 142 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 97 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $151,000 | 123 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 77 |
| 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 | $681,000 | 280 |
| Number of Managed Accounts | $641,000 | 257 |
| Personal Trust and Agency Accounts | $280,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $0 | 238 |
| Number of other employee benefit and retirement-related accounts | $125,000 | 304 |
| Corporate Trust and Agency Accounts | $14,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $119,000 | 299 |
| Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 77 |
| Other Fiduciary Accounts | $0 | 222 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $125,000 | 296 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $40,000 | 431 |
| Personal Trust and Agency Accounts | $2,000 | 504 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $0 | 144 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 595 |
| Corporate Trust and Agency Accounts | $4,000 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 243 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 127 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $152,000 | 149 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 115 |
| 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 | $686,000 | 252 |
| Number of Managed Accounts | $643,000 | 238 |
| Personal Trust and Agency Accounts | $278,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number of other employee benefit and retirement-related accounts | $129,000 | 235 |
| Corporate Trust and Agency Accounts | $11,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $122,000 | 249 |
| Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 74 |
| Other Fiduciary Accounts | $0 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $129,000 | 233 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $43,000 | 249 |
| Personal Trust and Agency Accounts | $2,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $0 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 284 |
| Corporate Trust and Agency Accounts | $6,000 | 76 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 147 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $156,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $126,000 | 73 |
| 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 | $689,000 | 269 |
| Number of Managed Accounts | $646,000 | 252 |
| Personal Trust and Agency Accounts | $280,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $0 | 191 |
| Number of other employee benefit and retirement-related accounts | $128,000 | 267 |
| Corporate Trust and Agency Accounts | $14,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $125,000 | 277 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 75 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $128,000 | 266 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $43,000 | 278 |
| Personal Trust and Agency Accounts | $2,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 334 |
| Corporate Trust and Agency Accounts | $6,000 | 86 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 172 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $157,000 | 123 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $128,000 | 82 |
| 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 | $681,000 | 252 |
| Number of Managed Accounts | $638,000 | 239 |
| Personal Trust and Agency Accounts | $275,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number of other employee benefit and retirement-related accounts | $129,000 | 236 |
| Corporate Trust and Agency Accounts | $11,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $125,000 | 252 |
| Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 74 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $129,000 | 235 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $43,000 | 249 |
| Personal Trust and Agency Accounts | $2,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $0 | 120 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 290 |
| Corporate Trust and Agency Accounts | $7,000 | 74 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 162 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $159,000 | 118 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,000 | 75 |
| 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 | $672,000 | 284 |
| Number of Managed Accounts | $631,000 | 258 |
| Personal Trust and Agency Accounts | $271,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $123,000 | 299 |
| Corporate Trust and Agency Accounts | $13,000 | 36 |
| Number of managed investment management and investment advisory agency accounts | $127,000 | 290 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 78 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $123,000 | 293 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $41,000 | 427 |
| Personal Trust and Agency Accounts | $2,000 | 519 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $0 | 150 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 604 |
| Corporate Trust and Agency Accounts | $6,000 | 120 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 291 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $157,000 | 148 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,000 | 115 |
| 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 | $659,000 | 253 |
| Number of Managed Accounts | $620,000 | 235 |
| Personal Trust and Agency Accounts | $275,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $0 | 178 |
| Number of other employee benefit and retirement-related accounts | $118,000 | 238 |
| Corporate Trust and Agency Accounts | $10,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $120,000 | 251 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 76 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $118,000 | 236 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $39,000 | 257 |
| Personal Trust and Agency Accounts | $2,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $0 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 293 |
| Corporate Trust and Agency Accounts | $4,000 | 80 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 93 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $165,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $134,000 | 74 |
| 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 | $654,000 | 273 |
| Number of Managed Accounts | $615,000 | 253 |
| Personal Trust and Agency Accounts | $273,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $0 | 197 |
| Number of other employee benefit and retirement-related accounts | $112,000 | 263 |
| Corporate Trust and Agency Accounts | $17,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $116,000 | 278 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 76 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $112,000 | 257 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $39,000 | 286 |
| Personal Trust and Agency Accounts | $2,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
| Corporate Trust and Agency Accounts | $4,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 201 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 102 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $135,000 | 83 |
| 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 | $647,000 | 255 |
| Number of Managed Accounts | $611,000 | 235 |
| Personal Trust and Agency Accounts | $274,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 154 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number of other employee benefit and retirement-related accounts | $113,000 | 237 |
| Corporate Trust and Agency Accounts | $14,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $114,000 | 252 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 77 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $113,000 | 233 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $36,000 | 263 |
| Personal Trust and Agency Accounts | $2,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 296 |
| Corporate Trust and Agency Accounts | $2,000 | 91 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 95 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $166,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $134,000 | 79 |
| 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 | $646,000 | 290 |
| Number of Managed Accounts | $605,000 | 260 |
| Personal Trust and Agency Accounts | $269,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $0 | 257 |
| Number of other employee benefit and retirement-related accounts | $111,000 | 306 |
| Corporate Trust and Agency Accounts | $16,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $116,000 | 298 |
| Number of foundation and endowment trust and agency accounts, managed assets | $84,000 | 81 |
| Other Fiduciary Accounts | $0 | 226 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $111,000 | 296 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $41,000 | 443 |
| Personal Trust and Agency Accounts | $2,000 | 534 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 616 |
| Corporate Trust and Agency Accounts | $2,000 | 166 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 292 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $168,000 | 144 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $135,000 | 112 |
| 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 | $623,000 | 260 |
| Number of Managed Accounts | $583,000 | 240 |
| Personal Trust and Agency Accounts | $254,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number of other employee benefit and retirement-related accounts | $108,000 | 240 |
| Corporate Trust and Agency Accounts | $13,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $114,000 | 249 |
| Number of foundation and endowment trust and agency accounts, managed assets | $85,000 | 78 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $108,000 | 236 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $40,000 | 261 |
| Personal Trust and Agency Accounts | $2,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 301 |
| Corporate Trust and Agency Accounts | $1,000 | 101 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $170,000 | 112 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $135,000 | 73 |
| 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 | $623,000 | 274 |
| Number of Managed Accounts | $582,000 | 251 |
| Personal Trust and Agency Accounts | $257,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $0 | 197 |
| Number of other employee benefit and retirement-related accounts | $102,000 | 269 |
| Corporate Trust and Agency Accounts | $17,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $113,000 | 270 |
| Number of foundation and endowment trust and agency accounts, managed assets | $84,000 | 80 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $102,000 | 263 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $41,000 | 275 |
| Personal Trust and Agency Accounts | $2,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $0 | 133 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 325 |
| Corporate Trust and Agency Accounts | $2,000 | 99 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 119 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $131,000 | 80 |
| 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 | $608,000 | 279 |
| Number of Managed Accounts | $566,000 | 258 |
| Personal Trust and Agency Accounts | $254,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $0 | 197 |
| Number of other employee benefit and retirement-related accounts | $99,000 | 274 |
| Corporate Trust and Agency Accounts | $13,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $108,000 | 275 |
| Number of foundation and endowment trust and agency accounts, managed assets | $83,000 | 80 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $99,000 | 270 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $42,000 | 278 |
| Personal Trust and Agency Accounts | $2,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 328 |
| Corporate Trust and Agency Accounts | $3,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 111 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $159,000 | 122 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $123,000 | 85 |
| 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 | $611,000 | 299 |
| Number of Managed Accounts | $566,000 | 266 |
| Personal Trust and Agency Accounts | $249,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 174 |
| Employee Benefit-defined Benefit Accounts | $0 | 267 |
| Number of other employee benefit and retirement-related accounts | $101,000 | 322 |
| Corporate Trust and Agency Accounts | $18,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $106,000 | 313 |
| Number of foundation and endowment trust and agency accounts, managed assets | $83,000 | 78 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $101,000 | 311 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $45,000 | 431 |
| Personal Trust and Agency Accounts | $3,000 | 493 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 634 |
| Corporate Trust and Agency Accounts | $3,000 | 158 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 258 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 129 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $158,000 | 142 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $123,000 | 122 |
| 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 | $591,000 | 279 |
| Number of Managed Accounts | $546,000 | 257 |
| Personal Trust and Agency Accounts | $239,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number of other employee benefit and retirement-related accounts | $98,000 | 273 |
| Corporate Trust and Agency Accounts | $12,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $106,000 | 274 |
| Number of foundation and endowment trust and agency accounts, managed assets | $82,000 | 78 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $98,000 | 269 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $45,000 | 273 |
| Personal Trust and Agency Accounts | $2,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 329 |
| Corporate Trust and Agency Accounts | $4,000 | 89 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 105 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $161,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $126,000 | 82 |
| 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 | $591,000 | 280 |
| Number of Managed Accounts | $542,000 | 260 |
| Personal Trust and Agency Accounts | $238,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $0 | 205 |
| Number of other employee benefit and retirement-related accounts | $97,000 | 275 |
| Corporate Trust and Agency Accounts | $12,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $105,000 | 279 |
| Number of foundation and endowment trust and agency accounts, managed assets | $81,000 | 77 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $97,000 | 272 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,000 | 266 |
| Personal Trust and Agency Accounts | $2,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 329 |
| Corporate Trust and Agency Accounts | $8,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 106 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $162,000 | 122 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $125,000 | 81 |
| 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 | $592,000 | 285 |
| Number of Managed Accounts | $544,000 | 262 |
| Personal Trust and Agency Accounts | $242,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $0 | 204 |
| Number of other employee benefit and retirement-related accounts | $96,000 | 278 |
| Corporate Trust and Agency Accounts | $13,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $106,000 | 276 |
| Number of foundation and endowment trust and agency accounts, managed assets | $78,000 | 78 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $96,000 | 272 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $48,000 | 274 |
| Personal Trust and Agency Accounts | $2,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
| Corporate Trust and Agency Accounts | $7,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 90 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $165,000 | 119 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $125,000 | 82 |
| 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 | $603,000 | 304 |
| Number of Managed Accounts | $549,000 | 274 |
| Personal Trust and Agency Accounts | $243,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $0 | 275 |
| Number of other employee benefit and retirement-related accounts | $94,000 | 328 |
| Corporate Trust and Agency Accounts | $14,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $111,000 | 296 |
| Number of foundation and endowment trust and agency accounts, managed assets | $79,000 | 79 |
| Other Fiduciary Accounts | $0 | 227 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $94,000 | 314 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $54,000 | 398 |
| Personal Trust and Agency Accounts | $2,000 | 551 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 648 |
| Corporate Trust and Agency Accounts | $8,000 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 164 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 101 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $160,000 | 146 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $128,000 | 120 |
| 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 | $599,000 | 280 |
| Number of Managed Accounts | $546,000 | 260 |
| Personal Trust and Agency Accounts | $244,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $0 | 206 |
| Number of other employee benefit and retirement-related accounts | $92,000 | 279 |
| Corporate Trust and Agency Accounts | $13,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $110,000 | 270 |
| Number of foundation and endowment trust and agency accounts, managed assets | $79,000 | 77 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $92,000 | 271 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $53,000 | 258 |
| Personal Trust and Agency Accounts | $1,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $0 | 132 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 287 |
| Corporate Trust and Agency Accounts | $4,000 | 93 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 119 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $152,000 | 121 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $124,000 | 85 |
| 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 | $600,000 | 283 |
| Number of Managed Accounts | $542,000 | 261 |
| Personal Trust and Agency Accounts | $245,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 170 |
| Employee Benefit-defined Benefit Accounts | $0 | 205 |
| Number of other employee benefit and retirement-related accounts | $90,000 | 281 |
| Corporate Trust and Agency Accounts | $14,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $107,000 | 271 |
| Number of foundation and endowment trust and agency accounts, managed assets | $78,000 | 79 |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $90,000 | 272 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Personal Trust and Agency Accounts | $1,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 292 |
| Corporate Trust and Agency Accounts | $9,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 120 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 93 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $158,000 | 122 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,000 | 82 |
| 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 | $596,000 | 284 |
| Number of Managed Accounts | $540,000 | 263 |
| Personal Trust and Agency Accounts | $247,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $0 | 208 |
| Number of other employee benefit and retirement-related accounts | $85,000 | 283 |
| Corporate Trust and Agency Accounts | $14,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $108,000 | 271 |
| Number of foundation and endowment trust and agency accounts, managed assets | $78,000 | 78 |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $85,000 | 275 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $56,000 | 254 |
| Personal Trust and Agency Accounts | $1,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 293 |
| Corporate Trust and Agency Accounts | $6,000 | 88 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 112 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $157,000 | 124 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $128,000 | 85 |
| 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 | $599,000 | 306 |
| Number of Managed Accounts | $538,000 | 275 |
| Personal Trust and Agency Accounts | $246,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $0 | 281 |
| Number of other employee benefit and retirement-related accounts | $85,000 | 333 |
| Corporate Trust and Agency Accounts | $14,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $109,000 | 294 |
| Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 78 |
| Other Fiduciary Accounts | $0 | 216 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $85,000 | 317 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $61,000 | 382 |
| Personal Trust and Agency Accounts | $1,000 | 636 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 118 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 571 |
| Corporate Trust and Agency Accounts | $10,000 | 120 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 137 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $159,000 | 145 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,000 | 123 |
| 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 | $587,000 | 286 |
| Number of Managed Accounts | $529,000 | 262 |
| Personal Trust and Agency Accounts | $249,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $78,000 | 282 |
| Corporate Trust and Agency Accounts | $14,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $103,000 | 267 |
| Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 76 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $78,000 | 272 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $58,000 | 256 |
| Personal Trust and Agency Accounts | $1,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 309 |
| Corporate Trust and Agency Accounts | $7,000 | 90 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 98 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 91 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,000 | 119 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $135,000 | 83 |
| 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 | $586,000 | 287 |
| Number of Managed Accounts | $524,000 | 266 |
| Personal Trust and Agency Accounts | $248,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 163 |
| Number of other employee benefit and retirement-related accounts | $78,000 | 284 |
| Corporate Trust and Agency Accounts | $13,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $101,000 | 268 |
| Number of foundation and endowment trust and agency accounts, managed assets | $75,000 | 77 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $78,000 | 276 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,000 | 250 |
| Personal Trust and Agency Accounts | $1,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
| Corporate Trust and Agency Accounts | $13,000 | 80 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 102 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $163,000 | 123 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $132,000 | 84 |
| 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 | $583,000 | 289 |
| Number of Managed Accounts | $524,000 | 267 |
| Personal Trust and Agency Accounts | $246,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $75,000 | 286 |
| Corporate Trust and Agency Accounts | $14,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $105,000 | 269 |
| Number of foundation and endowment trust and agency accounts, managed assets | $75,000 | 78 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $75,000 | 274 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Personal Trust and Agency Accounts | $1,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $0 | 138 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 337 |
| Corporate Trust and Agency Accounts | $10,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 96 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 98 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $162,000 | 124 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $131,000 | 85 |
| 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 | $568,000 | 318 |
| Number of Managed Accounts | $505,000 | 278 |
| Personal Trust and Agency Accounts | $234,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 193 |
| Number of other employee benefit and retirement-related accounts | $71,000 | 357 |
| Corporate Trust and Agency Accounts | $14,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $103,000 | 303 |
| Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 80 |
| Other Fiduciary Accounts | $0 | 237 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $71,000 | 338 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $63,000 | 386 |
| Personal Trust and Agency Accounts | $1,000 | 662 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 702 |
| Corporate Trust and Agency Accounts | $14,000 | 100 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 136 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 109 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $158,000 | 150 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,000 | 134 |
| 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 | $563,000 | 293 |
| Number of Managed Accounts | $505,000 | 265 |
| Personal Trust and Agency Accounts | $236,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $69,000 | 292 |
| Corporate Trust and Agency Accounts | $17,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $100,000 | 272 |
| Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 75 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $69,000 | 278 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $58,000 | 255 |
| Personal Trust and Agency Accounts | $1,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 331 |
| Corporate Trust and Agency Accounts | $8,000 | 89 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 93 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 102 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $157,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $128,000 | 92 |
| 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 | $556,000 | 297 |
| Number of Managed Accounts | $493,000 | 271 |
| Personal Trust and Agency Accounts | $230,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $69,000 | 295 |
| Corporate Trust and Agency Accounts | $14,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $96,000 | 277 |
| Number of foundation and endowment trust and agency accounts, managed assets | $75,000 | 76 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $69,000 | 278 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $63,000 | 246 |
| Personal Trust and Agency Accounts | $2,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $0 | 141 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 317 |
| Corporate Trust and Agency Accounts | $11,000 | 86 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 92 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $155,000 | 131 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $128,000 | 88 |
| 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 | $550,000 | 299 |
| Number of Managed Accounts | $492,000 | 268 |
| Personal Trust and Agency Accounts | $229,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 185 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 165 |
| Number of other employee benefit and retirement-related accounts | $67,000 | 293 |
| Corporate Trust and Agency Accounts | $13,000 | 32 |
| Number of managed investment management and investment advisory agency accounts | $101,000 | 273 |
| Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 77 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $67,000 | 277 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $58,000 | 258 |
| Personal Trust and Agency Accounts | $2,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 323 |
| Corporate Trust and Agency Accounts | $6,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 95 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $152,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $125,000 | 94 |
| 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 | $547,000 | 334 |
| Number of Managed Accounts | $487,000 | 286 |
| Personal Trust and Agency Accounts | $229,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
| Number of other employee benefit and retirement-related accounts | $64,000 | 376 |
| Corporate Trust and Agency Accounts | $17,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $98,000 | 326 |
| Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 79 |
| Other Fiduciary Accounts | $0 | 236 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $64,000 | 356 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $60,000 | 411 |
| Personal Trust and Agency Accounts | $2,000 | 618 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 640 |
| Corporate Trust and Agency Accounts | $9,000 | 123 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 132 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 116 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $150,000 | 162 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 141 |
| 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 | $545,000 | 303 |
| Number of Managed Accounts | $486,000 | 270 |
| Personal Trust and Agency Accounts | $234,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 172 |
| Number of other employee benefit and retirement-related accounts | $63,000 | 296 |
| Corporate Trust and Agency Accounts | $18,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $94,000 | 279 |
| Number of foundation and endowment trust and agency accounts, managed assets | $68,000 | 81 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $63,000 | 279 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 257 |
| Personal Trust and Agency Accounts | $2,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 302 |
| Corporate Trust and Agency Accounts | $7,000 | 92 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 98 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $149,000 | 131 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 92 |
| 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 | $549,000 | 302 |
| Number of Managed Accounts | $484,000 | 271 |
| Personal Trust and Agency Accounts | $237,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 186 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 171 |
| Number of other employee benefit and retirement-related accounts | $63,000 | 296 |
| Corporate Trust and Agency Accounts | $19,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $92,000 | 278 |
| Number of foundation and endowment trust and agency accounts, managed assets | $64,000 | 85 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $63,000 | 279 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $65,000 | 246 |
| Personal Trust and Agency Accounts | $2,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 299 |
| Corporate Trust and Agency Accounts | $13,000 | 77 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 94 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 102 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $148,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $123,000 | 91 |
| 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 | $543,000 | 305 |
| Number of Managed Accounts | $485,000 | 276 |
| Personal Trust and Agency Accounts | $241,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 197 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 173 |
| Number of other employee benefit and retirement-related accounts | $60,000 | 298 |
| Corporate Trust and Agency Accounts | $21,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $91,000 | 281 |
| Number of foundation and endowment trust and agency accounts, managed assets | $64,000 | 83 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $60,000 | 283 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $58,000 | 259 |
| Personal Trust and Agency Accounts | $2,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 305 |
| Corporate Trust and Agency Accounts | $6,000 | 93 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 96 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 97 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $146,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $123,000 | 95 |
| 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 | $536,000 | 343 |
| Number of Managed Accounts | $475,000 | 292 |
| Personal Trust and Agency Accounts | $238,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 236 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 212 |
| Number of other employee benefit and retirement-related accounts | $62,000 | 370 |
| Corporate Trust and Agency Accounts | $17,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $88,000 | 337 |
| Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 81 |
| Other Fiduciary Accounts | $0 | 240 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $62,000 | 345 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $61,000 | 421 |
| Personal Trust and Agency Accounts | $1,000 | 722 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 654 |
| Corporate Trust and Agency Accounts | $11,000 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 141 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 112 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $144,000 | 171 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 143 |
| 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 | $523,000 | 303 |
| Number of Managed Accounts | $465,000 | 270 |
| Personal Trust and Agency Accounts | $237,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 217 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $57,000 | 283 |
| Corporate Trust and Agency Accounts | $18,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $86,000 | 277 |
| Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 79 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $57,000 | 268 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $58,000 | 256 |
| Personal Trust and Agency Accounts | $2,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 278 |
| Corporate Trust and Agency Accounts | $9,000 | 82 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 122 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 98 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $142,000 | 133 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $121,000 | 93 |
| 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 | $527,000 | 300 |
| Number of Managed Accounts | $464,000 | 270 |
| Personal Trust and Agency Accounts | $239,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 217 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $55,000 | 286 |
| Corporate Trust and Agency Accounts | $18,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $86,000 | 276 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 80 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $55,000 | 266 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $63,000 | 245 |
| Personal Trust and Agency Accounts | $2,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 106 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 274 |
| Corporate Trust and Agency Accounts | $13,000 | 74 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 120 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,000 | 136 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $121,000 | 97 |
| 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 | $512,000 | 305 |
| Number of Managed Accounts | $452,000 | 271 |
| Personal Trust and Agency Accounts | $238,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 219 |
| Employee Benefit-defined Benefit Accounts | $0 | 219 |
| Number of other employee benefit and retirement-related accounts | $52,000 | 289 |
| Corporate Trust and Agency Accounts | $19,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $80,000 | 281 |
| Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 84 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $52,000 | 267 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $60,000 | 255 |
| Personal Trust and Agency Accounts | $2,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 279 |
| Corporate Trust and Agency Accounts | $10,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 112 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 119 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $139,000 | 131 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $120,000 | 103 |
| 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 | $490,000 | 356 |
| Number of Managed Accounts | $427,000 | 303 |
| Personal Trust and Agency Accounts | $218,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 272 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 221 |
| Number of other employee benefit and retirement-related accounts | $49,000 | 391 |
| Corporate Trust and Agency Accounts | $17,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $79,000 | 362 |
| Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 85 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $49,000 | 357 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $63,000 | 424 |
| Personal Trust and Agency Accounts | $2,000 | 652 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 609 |
| Corporate Trust and Agency Accounts | $15,000 | 103 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 173 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 142 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,000 | 174 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $120,000 | 160 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Personal Trust and Agency Accounts | $0 | 375 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 294 |
| Employee Benefit-defined Benefit Accounts | $0 | 212 |
| Number of other employee benefit and retirement-related accounts | $0 | 349 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $0 | 344 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 318 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 373 |
| Personal Trust and Agency Accounts | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 290 |
| Employee Benefit-defined Benefit Accounts | $0 | 147 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 314 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 356 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 320 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Personal Trust and Agency Accounts | $0 | 380 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 295 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number of other employee benefit and retirement-related accounts | $0 | 352 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $0 | 348 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 319 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 373 |
| Personal Trust and Agency Accounts | $0 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 289 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 322 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 361 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 323 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Personal Trust and Agency Accounts | $0 | 381 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 295 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number of other employee benefit and retirement-related accounts | $0 | 351 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $0 | 346 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 318 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 372 |
| Personal Trust and Agency Accounts | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 286 |
| Employee Benefit-defined Benefit Accounts | $0 | 149 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 319 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 361 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 322 |
| 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 | $481,000 | 369 |
| Number of Managed Accounts | $409,000 | 318 |
| Personal Trust and Agency Accounts | $220,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 271 |
| Employee Benefit-defined Benefit Accounts | $0 | 330 |
| Number of other employee benefit and retirement-related accounts | $43,000 | 404 |
| Corporate Trust and Agency Accounts | $15,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $69,000 | 388 |
| Number of foundation and endowment trust and agency accounts, managed assets | $56,000 | 85 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $43,000 | 375 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $72,000 | 391 |
| Personal Trust and Agency Accounts | $2,000 | 662 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 615 |
| Corporate Trust and Agency Accounts | $15,000 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 145 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $154,000 | 161 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $127,000 | 147 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Personal Trust and Agency Accounts | $0 | 394 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 293 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $0 | 352 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $0 | 358 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 320 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 395 |
| Personal Trust and Agency Accounts | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 153 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 325 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 369 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 320 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Personal Trust and Agency Accounts | $0 | 400 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 299 |
| Employee Benefit-defined Benefit Accounts | $0 | 223 |
| Number of other employee benefit and retirement-related accounts | $0 | 358 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $0 | 362 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 322 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 400 |
| Personal Trust and Agency Accounts | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 295 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 372 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 322 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Personal Trust and Agency Accounts | $0 | 405 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 306 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $0 | 363 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $0 | 368 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 325 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 404 |
| Personal Trust and Agency Accounts | $0 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 294 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 376 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 324 |
| 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 | $467,000 | 382 |
| Number of Managed Accounts | $393,000 | 337 |
| Personal Trust and Agency Accounts | $224,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $0 | 357 |
| Number of other employee benefit and retirement-related accounts | $35,000 | 446 |
| Corporate Trust and Agency Accounts | $21,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $52,000 | 435 |
| Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 89 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $35,000 | 398 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,000 | 72 |
| Number of Non-Managed Accounts | $74,000 | 404 |
| Personal Trust and Agency Accounts | $2,000 | 702 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $0 | 217 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 634 |
| Corporate Trust and Agency Accounts | $11,000 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 108 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $130,000 | 193 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $106,000 | 177 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Personal Trust and Agency Accounts | $0 | 386 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 232 |
| Number of other employee benefit and retirement-related accounts | $0 | 349 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $0 | 354 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 312 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 391 |
| Personal Trust and Agency Accounts | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 151 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 311 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 370 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 306 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Personal Trust and Agency Accounts | $0 | 383 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 299 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $0 | 356 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 307 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 394 |
| Personal Trust and Agency Accounts | $0 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 370 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Personal Trust and Agency Accounts | $0 | 388 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 304 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $0 | 356 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $0 | 359 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 310 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 401 |
| Personal Trust and Agency Accounts | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 299 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 313 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 377 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
| 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 | $451,000 | 401 |
| Number of Managed Accounts | $367,000 | 346 |
| Personal Trust and Agency Accounts | $216,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 262 |
| Employee Benefit-defined Benefit Accounts | $0 | 372 |
| Number of other employee benefit and retirement-related accounts | $31,000 | 463 |
| Corporate Trust and Agency Accounts | $22,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $48,000 | 457 |
| Number of foundation and endowment trust and agency accounts, managed assets | $42,000 | 96 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $31,000 | 397 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $84,000 | 386 |
| Personal Trust and Agency Accounts | $4,000 | 622 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $0 | 225 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 594 |
| Corporate Trust and Agency Accounts | $12,000 | 141 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 108 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $110,000 | 217 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 187 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Personal Trust and Agency Accounts | $0 | 376 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 294 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $0 | 342 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $0 | 353 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 386 |
| Personal Trust and Agency Accounts | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 288 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 306 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 362 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Personal Trust and Agency Accounts | $0 | 383 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 305 |
| Employee Benefit-defined Benefit Accounts | $0 | 225 |
| Number of other employee benefit and retirement-related accounts | $0 | 346 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $0 | 360 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 393 |
| Personal Trust and Agency Accounts | $0 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 295 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 311 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 375 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Personal Trust and Agency Accounts | $0 | 385 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 307 |
| Employee Benefit-defined Benefit Accounts | $0 | 227 |
| Number of other employee benefit and retirement-related accounts | $0 | 348 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $0 | 362 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 393 |
| Personal Trust and Agency Accounts | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 378 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $427,000 | 421 |
| Number of Managed Accounts | $354,000 | 360 |
| Personal Trust and Agency Accounts | $248,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 303 |
| Employee Benefit-defined Benefit Accounts | $0 | 371 |
| Number of other employee benefit and retirement-related accounts | $22,000 | 502 |
| Corporate Trust and Agency Accounts | $21,000 | 54 |
| Number of managed investment management and investment advisory agency accounts | $56,000 | 465 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $73,000 | 448 |
| Personal Trust and Agency Accounts | $5,000 | 614 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 622 |
| Corporate Trust and Agency Accounts | $9,000 | 175 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $123,000 | 198 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Personal Trust and Agency Accounts | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number of other employee benefit and retirement-related accounts | $0 | 375 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $0 | 390 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 421 |
| Personal Trust and Agency Accounts | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 313 |
| Employee Benefit-defined Benefit Accounts | $0 | 163 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 330 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 397 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Personal Trust and Agency Accounts | $0 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 324 |
| Employee Benefit-defined Benefit Accounts | $0 | 241 |
| Number of other employee benefit and retirement-related accounts | $0 | 382 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $0 | 394 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 427 |
| Personal Trust and Agency Accounts | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 320 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
| Corporate Trust and Agency Accounts | $0 | 177 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 401 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Personal Trust and Agency Accounts | $0 | 425 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 327 |
| Employee Benefit-defined Benefit Accounts | $0 | 240 |
| Number of other employee benefit and retirement-related accounts | $0 | 388 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $0 | 400 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 433 |
| Personal Trust and Agency Accounts | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 327 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 342 |
| Corporate Trust and Agency Accounts | $0 | 179 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 408 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $403,000 | 446 |
| Number of Managed Accounts | $335,000 | 374 |
| Personal Trust and Agency Accounts | $245,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 326 |
| Employee Benefit-defined Benefit Accounts | $0 | 397 |
| Number of other employee benefit and retirement-related accounts | $17,000 | 534 |
| Corporate Trust and Agency Accounts | $18,000 | 60 |
| Number of managed investment management and investment advisory agency accounts | $48,000 | 493 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $68,000 | 472 |
| Personal Trust and Agency Accounts | $1,000 | 859 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 155 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 604 |
| Corporate Trust and Agency Accounts | $15,000 | 142 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $127,000 | 207 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Personal Trust and Agency Accounts | $0 | 406 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 317 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $0 | 380 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 417 |
| Personal Trust and Agency Accounts | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $0 | 170 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 332 |
| Corporate Trust and Agency Accounts | $0 | 189 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 393 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Personal Trust and Agency Accounts | $0 | 414 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 323 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number of other employee benefit and retirement-related accounts | $0 | 373 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $0 | 385 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 422 |
| Personal Trust and Agency Accounts | $0 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 332 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 402 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Personal Trust and Agency Accounts | $0 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 324 |
| Employee Benefit-defined Benefit Accounts | $0 | 246 |
| Number of other employee benefit and retirement-related accounts | $0 | 374 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $0 | 386 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 425 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 333 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
| Corporate Trust and Agency Accounts | $0 | 190 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 400 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $416,000 | 419 |
| Number of Managed Accounts | $348,000 | 353 |
| Personal Trust and Agency Accounts | $250,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 352 |
| Employee Benefit-defined Benefit Accounts | $0 | 426 |
| Number of other employee benefit and retirement-related accounts | $16,000 | 528 |
| Corporate Trust and Agency Accounts | $27,000 | 57 |
| Number of managed investment management and investment advisory agency accounts | $48,000 | 494 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | 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 | $68,000 | 476 |
| Personal Trust and Agency Accounts | $3,000 | 714 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $0 | 260 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 638 |
| Corporate Trust and Agency Accounts | $21,000 | 120 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $152,000 | 188 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Personal Trust and Agency Accounts | $0 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 320 |
| Employee Benefit-defined Benefit Accounts | $0 | 242 |
| Number of other employee benefit and retirement-related accounts | $0 | 356 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $0 | 365 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 409 |
| Personal Trust and Agency Accounts | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 322 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 389 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Personal Trust and Agency Accounts | $0 | 402 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 328 |
| Employee Benefit-defined Benefit Accounts | $0 | 248 |
| Number of other employee benefit and retirement-related accounts | $0 | 358 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $0 | 369 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 412 |
| Personal Trust and Agency Accounts | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 326 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 331 |
| Corporate Trust and Agency Accounts | $0 | 194 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 396 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Personal Trust and Agency Accounts | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 337 |
| Employee Benefit-defined Benefit Accounts | $0 | 249 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $0 | 379 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 423 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 329 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
| Corporate Trust and Agency Accounts | $0 | 196 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 406 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $390,000 | 453 |
| Number of Managed Accounts | $327,000 | 384 |
| Personal Trust and Agency Accounts | $228,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 375 |
| Employee Benefit-defined Benefit Accounts | $0 | 446 |
| Number of other employee benefit and retirement-related accounts | $17,000 | 519 |
| Corporate Trust and Agency Accounts | $28,000 | 59 |
| Number of managed investment management and investment advisory agency accounts | $47,000 | 493 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $63,000 | 515 |
| Personal Trust and Agency Accounts | $1,000 | 894 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 205 |
| Employee Benefit-defined Benefit Accounts | $0 | 282 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 632 |
| Corporate Trust and Agency Accounts | $19,000 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $170,000 | 180 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Personal Trust and Agency Accounts | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 329 |
| Employee Benefit-defined Benefit Accounts | $0 | 246 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $0 | 370 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 414 |
| Personal Trust and Agency Accounts | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 332 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
| Corporate Trust and Agency Accounts | $0 | 200 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 397 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Personal Trust and Agency Accounts | $0 | 423 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 344 |
| Employee Benefit-defined Benefit Accounts | $0 | 251 |
| Number of other employee benefit and retirement-related accounts | $0 | 373 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $0 | 384 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 431 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 346 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
| Corporate Trust and Agency Accounts | $0 | 207 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 414 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 424 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 343 |
| Employee Benefit-defined Benefit Accounts | $0 | 254 |
| Number of other employee benefit and retirement-related accounts | $0 | 372 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $0 | 383 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 433 |
| Personal Trust and Agency Accounts | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 342 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
| 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 | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 414 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 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 | $401,000 | 442 |
| Number of Managed Accounts | $344,000 | 368 |
| Personal Trust and Agency Accounts | $246,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 403 |
| Employee Benefit-defined Benefit Accounts | $0 | 445 |
| Number of other employee benefit and retirement-related accounts | $18,000 | 498 |
| Corporate Trust and Agency Accounts | $28,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $46,000 | 491 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| 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 | $57,000 | 552 |
| Personal Trust and Agency Accounts | $3,000 | 722 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 213 |
| Employee Benefit-defined Benefit Accounts | $0 | 292 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 659 |
| Corporate Trust and Agency Accounts | $14,000 | 158 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 286 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $181,000 | 174 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Personal Trust and Agency Accounts | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 338 |
| Employee Benefit-defined Benefit Accounts | $0 | 243 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $0 | 367 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 423 |
| Personal Trust and Agency Accounts | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 334 |
| Employee Benefit-defined Benefit Accounts | $0 | 189 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 327 |
| 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 | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 404 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Personal Trust and Agency Accounts | $0 | 418 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 338 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $0 | 372 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 432 |
| Personal Trust and Agency Accounts | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 343 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
| 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 | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 409 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 344 |
| Employee Benefit-defined Benefit Accounts | $0 | 247 |
| Number of other employee benefit and retirement-related accounts | $0 | 364 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $0 | 380 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 438 |
| Personal Trust and Agency Accounts | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 347 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
| 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 | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 417 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $414,000 | 449 |
| Number of Managed Accounts | $371,000 | 354 |
| Personal Trust and Agency Accounts | $245,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 455 |
| Employee Benefit-defined Benefit Accounts | $0 | 450 |
| Number of other employee benefit and retirement-related accounts | $39,000 | 379 |
| Corporate Trust and Agency Accounts | $39,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $43,000 | 496 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| 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 | $43,000 | 651 |
| Personal Trust and Agency Accounts | $3,000 | 749 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 244 |
| Employee Benefit-defined Benefit Accounts | $0 | 304 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 674 |
| Corporate Trust and Agency Accounts | $7,000 | 225 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $184,000 | 186 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Personal Trust and Agency Accounts | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 347 |
| Employee Benefit-defined Benefit Accounts | $0 | 256 |
| Number of other employee benefit and retirement-related accounts | $0 | 364 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $0 | 379 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 446 |
| Personal Trust and Agency Accounts | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 351 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| 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 | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 430 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Personal Trust and Agency Accounts | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 353 |
| Employee Benefit-defined Benefit Accounts | $0 | 257 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $0 | 387 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 448 |
| Personal Trust and Agency Accounts | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 354 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
| 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 | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 431 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Personal Trust and Agency Accounts | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 360 |
| Employee Benefit-defined Benefit Accounts | $0 | 261 |
| Number of other employee benefit and retirement-related accounts | $0 | 377 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $0 | 391 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $0 | 460 |
| Personal Trust and Agency Accounts | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 359 |
| Employee Benefit-defined Benefit Accounts | $0 | 215 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
| 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 | $0 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $0 | 442 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $358,000 | 514 |
| Number of Managed Accounts | $328,000 | 404 |
| Personal Trust and Agency Accounts | $234,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 521 |
| Employee Benefit-defined Benefit Accounts | $0 | 477 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 585 |
| Corporate Trust and Agency Accounts | $41,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $39,000 | 517 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| 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 | $30,000 | 761 |
| Personal Trust and Agency Accounts | $1,000 | 927 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 271 |
| Employee Benefit-defined Benefit Accounts | $0 | 309 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 771 |
| Corporate Trust and Agency Accounts | $3,000 | 315 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 305 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $195,000 | 200 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $372,000 | 476 |
| Number of Managed Accounts | $346,000 | 370 |
| Personal Trust and Agency Accounts | $261,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 519 |
| Employee Benefit-defined Benefit Accounts | $0 | 447 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 532 |
| Corporate Trust and Agency Accounts | $34,000 | 67 |
| Number of managed investment management and investment advisory agency accounts | $37,000 | 475 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 365 |
| 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 | $26,000 | 768 |
| Personal Trust and Agency Accounts | $0 | 999 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 276 |
| Employee Benefit-defined Benefit Accounts | $0 | 284 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 833 |
| Corporate Trust and Agency Accounts | $2,000 | 332 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 297 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $194,000 | 170 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |