Home > First Bank > Number of Fiduciary and Related Asset Accounts
First 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 | $832,000 | 277 |
| Number of Managed Accounts | $805,000 | 242 |
| Personal Trust and Agency Accounts | $144,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $286,000 | 240 |
| Corporate Trust and Agency Accounts | $1,000 | 105 |
| Number of managed investment management and investment advisory agency accounts | $330,000 | 175 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 500 |
| 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 | $286,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $27,000 | 483 |
| Personal Trust and Agency Accounts | $4,000 | 447 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 114 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 353 |
| Corporate Trust and Agency Accounts | $3,000 | 176 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 396 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $76,000 | 230 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 424 |
| 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 | $802,000 | 253 |
| Number of Managed Accounts | $738,000 | 232 |
| Personal Trust and Agency Accounts | $145,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 110 |
| Number of other employee benefit and retirement-related accounts | $265,000 | 216 |
| Corporate Trust and Agency Accounts | $1,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $318,000 | 174 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 298 |
| 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 | $265,000 | 181 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $64,000 | 234 |
| Personal Trust and Agency Accounts | $7,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 179 |
| Corporate Trust and Agency Accounts | $1,000 | 104 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 194 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $77,000 | 177 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 255 |
| 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 | $787,000 | 272 |
| Number of Managed Accounts | $726,000 | 249 |
| Personal Trust and Agency Accounts | $146,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 113 |
| Number of other employee benefit and retirement-related accounts | $259,000 | 240 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $311,000 | 182 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
| Other Fiduciary Accounts | $1,000 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $259,000 | 203 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $61,000 | 263 |
| Personal Trust and Agency Accounts | $4,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 115 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 245 |
| Corporate Trust and Agency Accounts | $2,000 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 289 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $71,000 | 195 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 299 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $779,000 | 262 |
| Number of Managed Accounts | $717,000 | 239 |
| Personal Trust and Agency Accounts | $143,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 117 |
| Number of other employee benefit and retirement-related accounts | $253,000 | 194 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $308,000 | 179 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 292 |
| Other Fiduciary Accounts | $1,000 | 87 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $253,000 | 190 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,000 | 241 |
| Personal Trust and Agency Accounts | $5,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 168 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $1,000 | 80 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $58,000 | 199 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 215 |
| 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 | $766,000 | 290 |
| Number of Managed Accounts | $702,000 | 269 |
| Personal Trust and Agency Accounts | $153,000 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
| Number of other employee benefit and retirement-related accounts | $244,000 | 229 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $292,000 | 199 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 467 |
| Other Fiduciary Accounts | $1,000 | 172 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $244,000 | 222 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $64,000 | 341 |
| Personal Trust and Agency Accounts | $5,000 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 311 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 299 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 208 |
| Other Fiduciary Accounts | $2,000 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $53,000 | 273 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 397 |
| 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 | $733,000 | 272 |
| Number of Managed Accounts | $671,000 | 252 |
| Personal Trust and Agency Accounts | $152,000 | 275 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 120 |
| Number of other employee benefit and retirement-related accounts | $225,000 | 207 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $280,000 | 198 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 306 |
| Other Fiduciary Accounts | $1,000 | 89 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $225,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Personal Trust and Agency Accounts | $5,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 184 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $2,000 | 77 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $53,000 | 212 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 220 |
| 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 | $709,000 | 262 |
| Number of Managed Accounts | $647,000 | 249 |
| Personal Trust and Agency Accounts | $151,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 115 |
| Number of other employee benefit and retirement-related accounts | $206,000 | 228 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $276,000 | 191 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 327 |
| Other Fiduciary Accounts | $1,000 | 102 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $206,000 | 225 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Personal Trust and Agency Accounts | $4,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 196 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 199 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $2,000 | 84 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $53,000 | 210 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 243 |
| 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 | $718,000 | 244 |
| Number of Managed Accounts | $652,000 | 234 |
| Personal Trust and Agency Accounts | $152,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 115 |
| Number of other employee benefit and retirement-related accounts | $208,000 | 209 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $278,000 | 186 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 278 |
| Other Fiduciary Accounts | $1,000 | 87 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $208,000 | 206 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $66,000 | 212 |
| Personal Trust and Agency Accounts | $4,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $0 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 167 |
| Corporate Trust and Agency Accounts | $1,000 | 90 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 164 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $3,000 | 70 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $58,000 | 193 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 209 |
| 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 | $735,000 | 270 |
| Number of Managed Accounts | $669,000 | 252 |
| Personal Trust and Agency Accounts | $156,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 125 |
| Number of other employee benefit and retirement-related accounts | $210,000 | 236 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $288,000 | 188 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 442 |
| Other Fiduciary Accounts | $2,000 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $210,000 | 231 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $66,000 | 313 |
| Personal Trust and Agency Accounts | $4,000 | 437 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $0 | 144 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 304 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 280 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
| Other Fiduciary Accounts | $3,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $57,000 | 256 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 386 |
| 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 | $722,000 | 246 |
| Number of Managed Accounts | $658,000 | 235 |
| Personal Trust and Agency Accounts | $155,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 114 |
| Number of other employee benefit and retirement-related accounts | $212,000 | 207 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $277,000 | 182 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 268 |
| Other Fiduciary Accounts | $1,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $212,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $64,000 | 220 |
| Personal Trust and Agency Accounts | $4,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $0 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 160 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
| Other Fiduciary Accounts | $3,000 | 65 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $58,000 | 187 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 215 |
| 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 | $698,000 | 266 |
| Number of Managed Accounts | $634,000 | 256 |
| Personal Trust and Agency Accounts | $149,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 145 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 118 |
| Number of other employee benefit and retirement-related accounts | $204,000 | 229 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $267,000 | 193 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 313 |
| Other Fiduciary Accounts | $1,000 | 91 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $204,000 | 226 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $64,000 | 236 |
| Personal Trust and Agency Accounts | $4,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 206 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 192 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
| Other Fiduciary Accounts | $5,000 | 60 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $57,000 | 201 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 252 |
| 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 | $704,000 | 250 |
| Number of Managed Accounts | $638,000 | 239 |
| Personal Trust and Agency Accounts | $148,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 117 |
| Number of other employee benefit and retirement-related accounts | $210,000 | 209 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $266,000 | 187 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 269 |
| Other Fiduciary Accounts | $1,000 | 82 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $210,000 | 206 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $66,000 | 216 |
| Personal Trust and Agency Accounts | $4,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $0 | 120 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 190 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 162 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
| Other Fiduciary Accounts | $6,000 | 52 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $53,000 | 195 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 225 |
| 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 | $705,000 | 274 |
| Number of Managed Accounts | $634,000 | 257 |
| Personal Trust and Agency Accounts | $146,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 156 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 170 |
| Number of other employee benefit and retirement-related accounts | $210,000 | 235 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $265,000 | 196 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 445 |
| Other Fiduciary Accounts | $1,000 | 159 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $210,000 | 230 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $71,000 | 310 |
| Personal Trust and Agency Accounts | $4,000 | 440 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $0 | 150 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 350 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 291 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
| Other Fiduciary Accounts | $6,000 | 85 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 261 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 433 |
| 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 | $719,000 | 244 |
| Number of Managed Accounts | $656,000 | 231 |
| Personal Trust and Agency Accounts | $163,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $209,000 | 208 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $271,000 | 185 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 268 |
| Other Fiduciary Accounts | $1,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $209,000 | 205 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $63,000 | 223 |
| Personal Trust and Agency Accounts | $4,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $0 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 195 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $1,000 | 75 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $60,000 | 178 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 228 |
| 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 | $721,000 | 260 |
| Number of Managed Accounts | $655,000 | 246 |
| Personal Trust and Agency Accounts | $163,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $210,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $269,000 | 190 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 303 |
| Other Fiduciary Accounts | $1,000 | 96 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $210,000 | 215 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $66,000 | 233 |
| Personal Trust and Agency Accounts | $5,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 213 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 201 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $1,000 | 89 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $63,000 | 188 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 256 |
| 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 | $734,000 | 242 |
| Number of Managed Accounts | $671,000 | 228 |
| Personal Trust and Agency Accounts | $167,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 142 |
| Number of other employee benefit and retirement-related accounts | $219,000 | 206 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $272,000 | 181 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 270 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $219,000 | 200 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $63,000 | 224 |
| Personal Trust and Agency Accounts | $4,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 195 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
| Other Fiduciary Accounts | $1,000 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 173 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 230 |
| 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 | $722,000 | 269 |
| Number of Managed Accounts | $659,000 | 247 |
| Personal Trust and Agency Accounts | $168,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
| Number of other employee benefit and retirement-related accounts | $211,000 | 233 |
| Corporate Trust and Agency Accounts | $1,000 | 113 |
| Number of managed investment management and investment advisory agency accounts | $268,000 | 190 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 485 |
| 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 | $211,000 | 224 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $63,000 | 348 |
| Personal Trust and Agency Accounts | $4,000 | 454 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 345 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
| Other Fiduciary Accounts | $1,000 | 142 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 228 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 425 |
| 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 | $703,000 | 247 |
| Number of Managed Accounts | $640,000 | 231 |
| Personal Trust and Agency Accounts | $163,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 151 |
| Number of other employee benefit and retirement-related accounts | $198,000 | 214 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $267,000 | 184 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 281 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $198,000 | 210 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $63,000 | 225 |
| Personal Trust and Agency Accounts | $3,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 196 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $1,000 | 80 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,000 | 174 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 228 |
| 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 | $686,000 | 262 |
| Number of Managed Accounts | $625,000 | 243 |
| Personal Trust and Agency Accounts | $164,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 157 |
| Number of other employee benefit and retirement-related accounts | $189,000 | 229 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $260,000 | 186 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
| Other Fiduciary Accounts | $1,000 | 104 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $189,000 | 225 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $61,000 | 239 |
| Personal Trust and Agency Accounts | $3,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $0 | 133 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 208 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $1,000 | 89 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $57,000 | 201 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 248 |
| 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 | $694,000 | 261 |
| Number of Managed Accounts | $632,000 | 243 |
| Personal Trust and Agency Accounts | $167,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 154 |
| Number of other employee benefit and retirement-related accounts | $189,000 | 229 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $264,000 | 185 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
| Other Fiduciary Accounts | $1,000 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $189,000 | 226 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Personal Trust and Agency Accounts | $3,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 211 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $2,000 | 85 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,000 | 203 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 249 |
| 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 | $697,000 | 277 |
| Number of Managed Accounts | $637,000 | 248 |
| Personal Trust and Agency Accounts | $169,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 174 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 182 |
| Number of other employee benefit and retirement-related accounts | $194,000 | 246 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $263,000 | 185 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other Fiduciary Accounts | $1,000 | 173 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $194,000 | 237 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $60,000 | 360 |
| Personal Trust and Agency Accounts | $3,000 | 493 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 356 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
| Other Fiduciary Accounts | $2,000 | 130 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,000 | 263 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 437 |
| 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 | $693,000 | 264 |
| Number of Managed Accounts | $638,000 | 240 |
| Personal Trust and Agency Accounts | $171,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 157 |
| Number of other employee benefit and retirement-related accounts | $195,000 | 219 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $261,000 | 185 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 311 |
| Other Fiduciary Accounts | $1,000 | 107 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $195,000 | 215 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $55,000 | 258 |
| Personal Trust and Agency Accounts | $3,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 207 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $1,000 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $48,000 | 223 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 249 |
| 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 | $694,000 | 265 |
| Number of Managed Accounts | $637,000 | 245 |
| Personal Trust and Agency Accounts | $177,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 156 |
| Number of other employee benefit and retirement-related accounts | $188,000 | 227 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $261,000 | 186 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
| Other Fiduciary Accounts | $1,000 | 103 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $188,000 | 221 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Personal Trust and Agency Accounts | $3,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 204 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $1,000 | 86 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $47,000 | 225 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 244 |
| 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 | $676,000 | 273 |
| Number of Managed Accounts | $621,000 | 248 |
| Personal Trust and Agency Accounts | $168,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 158 |
| Number of other employee benefit and retirement-related accounts | $184,000 | 226 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $258,000 | 185 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
| Other Fiduciary Accounts | $1,000 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $184,000 | 218 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $55,000 | 261 |
| 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 | $14,000 | 214 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $2,000 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,000 | 230 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 252 |
| 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 | $662,000 | 294 |
| Number of Managed Accounts | $605,000 | 260 |
| Personal Trust and Agency Accounts | $167,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 188 |
| Number of other employee benefit and retirement-related accounts | $171,000 | 254 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $256,000 | 185 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 492 |
| Other Fiduciary Accounts | $1,000 | 185 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $171,000 | 244 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $57,000 | 380 |
| Personal Trust and Agency Accounts | $4,000 | 470 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 385 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
| Other Fiduciary Accounts | $3,000 | 118 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $41,000 | 313 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 462 |
| 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 | $663,000 | 272 |
| Number of Managed Accounts | $604,000 | 249 |
| Personal Trust and Agency Accounts | $167,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 161 |
| Number of other employee benefit and retirement-related accounts | $172,000 | 231 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $254,000 | 181 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 304 |
| Other Fiduciary Accounts | $1,000 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $172,000 | 225 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Personal Trust and Agency Accounts | $4,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $0 | 132 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 208 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $3,000 | 78 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,000 | 237 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 247 |
| 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 | $644,000 | 275 |
| Number of Managed Accounts | $586,000 | 254 |
| Personal Trust and Agency Accounts | $171,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $166,000 | 235 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $238,000 | 190 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
| Other Fiduciary Accounts | $1,000 | 111 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $166,000 | 226 |
| 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 | $4,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 210 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $2,000 | 82 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,000 | 237 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 249 |
| 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 | $652,000 | 274 |
| Number of Managed Accounts | $593,000 | 252 |
| Personal Trust and Agency Accounts | $171,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 158 |
| Number of other employee benefit and retirement-related accounts | $169,000 | 233 |
| Corporate Trust and Agency Accounts | $1,000 | 67 |
| Number of managed investment management and investment advisory agency accounts | $242,000 | 187 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 310 |
| 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 | $169,000 | 225 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,000 | 248 |
| Personal Trust and Agency Accounts | $5,000 | 237 |
| 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 | $15,000 | 209 |
| Corporate Trust and Agency Accounts | $2,000 | 110 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $37,000 | 242 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 242 |
| 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 | $652,000 | 293 |
| Number of Managed Accounts | $590,000 | 264 |
| Personal Trust and Agency Accounts | $172,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 186 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 187 |
| Number of other employee benefit and retirement-related accounts | $173,000 | 244 |
| Corporate Trust and Agency Accounts | $1,000 | 129 |
| Number of managed investment management and investment advisory agency accounts | $234,000 | 194 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| 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 | $173,000 | 230 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $62,000 | 378 |
| Personal Trust and Agency Accounts | $4,000 | 474 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 385 |
| Corporate Trust and Agency Accounts | $3,000 | 174 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $37,000 | 338 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 457 |
| 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 | $648,000 | 276 |
| Number of Managed Accounts | $584,000 | 257 |
| Personal Trust and Agency Accounts | $177,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $164,000 | 233 |
| Corporate Trust and Agency Accounts | $1,000 | 72 |
| Number of managed investment management and investment advisory agency accounts | $232,000 | 192 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 300 |
| 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 | $164,000 | 222 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $64,000 | 244 |
| Personal Trust and Agency Accounts | $4,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 216 |
| Corporate Trust and Agency Accounts | $4,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,000 | 249 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 250 |
| 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 | $634,000 | 281 |
| Number of Managed Accounts | $570,000 | 257 |
| Personal Trust and Agency Accounts | $179,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 163 |
| Number of other employee benefit and retirement-related accounts | $158,000 | 237 |
| Corporate Trust and Agency Accounts | $1,000 | 70 |
| Number of managed investment management and investment advisory agency accounts | $221,000 | 198 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
| 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 | $158,000 | 226 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $64,000 | 244 |
| Personal Trust and Agency Accounts | $4,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 216 |
| Corporate Trust and Agency Accounts | $3,000 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $26,000 | 269 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 252 |
| 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 | $622,000 | 283 |
| Number of Managed Accounts | $556,000 | 258 |
| Personal Trust and Agency Accounts | $178,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 239 |
| Corporate Trust and Agency Accounts | $1,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $216,000 | 200 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| 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 | $150,000 | 225 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $66,000 | 240 |
| Personal Trust and Agency Accounts | $4,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $0 | 138 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 219 |
| Corporate Trust and Agency Accounts | $5,000 | 98 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $26,000 | 269 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 253 |
| 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 | $587,000 | 309 |
| Number of Managed Accounts | $523,000 | 271 |
| Personal Trust and Agency Accounts | $178,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 190 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 193 |
| Number of other employee benefit and retirement-related accounts | $135,000 | 273 |
| Corporate Trust and Agency Accounts | $1,000 | 136 |
| Number of managed investment management and investment advisory agency accounts | $198,000 | 215 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| 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 | $135,000 | 257 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $64,000 | 379 |
| Personal Trust and Agency Accounts | $5,000 | 463 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 406 |
| Corporate Trust and Agency Accounts | $3,000 | 176 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $29,000 | 384 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 484 |
| 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 | $579,000 | 287 |
| Number of Managed Accounts | $510,000 | 264 |
| Personal Trust and Agency Accounts | $188,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 170 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $125,000 | 248 |
| Corporate Trust and Agency Accounts | $1,000 | 74 |
| Number of managed investment management and investment advisory agency accounts | $185,000 | 219 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| 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 | $125,000 | 237 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $69,000 | 233 |
| Personal Trust and Agency Accounts | $4,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 208 |
| Corporate Trust and Agency Accounts | $3,000 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $29,000 | 266 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 246 |
| 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 | $557,000 | 295 |
| Number of Managed Accounts | $483,000 | 273 |
| Personal Trust and Agency Accounts | $188,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $113,000 | 260 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $171,000 | 228 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| 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 | $113,000 | 249 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $74,000 | 230 |
| Personal Trust and Agency Accounts | $4,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $0 | 141 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 196 |
| Corporate Trust and Agency Accounts | $3,000 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $31,000 | 267 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 231 |
| 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 | $476,000 | 275 |
| Personal Trust and Agency Accounts | $189,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 144 |
| Number of other employee benefit and retirement-related accounts | $107,000 | 260 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $168,000 | 228 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| 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 | $107,000 | 247 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $74,000 | 230 |
| Personal Trust and Agency Accounts | $3,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 205 |
| Corporate Trust and Agency Accounts | $3,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $29,000 | 271 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 242 |
| 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 | $544,000 | 337 |
| Number of Managed Accounts | $473,000 | 291 |
| Personal Trust and Agency Accounts | $192,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 187 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
| Number of other employee benefit and retirement-related accounts | $109,000 | 298 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $160,000 | 247 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 495 |
| 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 | $109,000 | 282 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $71,000 | 375 |
| Personal Trust and Agency Accounts | $3,000 | 568 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 383 |
| Corporate Trust and Agency Accounts | $3,000 | 186 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $26,000 | 415 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 452 |
| 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 | $522,000 | 307 |
| Number of Managed Accounts | $454,000 | 278 |
| Personal Trust and Agency Accounts | $190,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 172 |
| Number of other employee benefit and retirement-related accounts | $101,000 | 259 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $152,000 | 239 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| 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 | $101,000 | 245 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $68,000 | 246 |
| Personal Trust and Agency Accounts | $3,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 208 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,000 | 267 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 247 |
| 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 | $508,000 | 310 |
| Number of Managed Accounts | $440,000 | 284 |
| Personal Trust and Agency Accounts | $188,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 171 |
| Number of other employee benefit and retirement-related accounts | $94,000 | 266 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $147,000 | 242 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| 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 | $94,000 | 251 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $68,000 | 241 |
| Personal Trust and Agency Accounts | $3,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 207 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,000 | 266 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 253 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $494,000 | 318 |
| Number of Managed Accounts | $423,000 | 290 |
| Personal Trust and Agency Accounts | $186,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 173 |
| Number of other employee benefit and retirement-related accounts | $84,000 | 275 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $141,000 | 248 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| 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 | $84,000 | 260 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $71,000 | 238 |
| Personal Trust and Agency Accounts | $4,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 208 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $30,000 | 278 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 255 |
| 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 | $493,000 | 356 |
| Number of Managed Accounts | $424,000 | 306 |
| Personal Trust and Agency Accounts | $187,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 212 |
| Number of other employee benefit and retirement-related accounts | $79,000 | 334 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $146,000 | 255 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
| 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 | $79,000 | 310 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $69,000 | 389 |
| Personal Trust and Agency Accounts | $4,000 | 523 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 396 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $31,000 | 406 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 475 |
| 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 | $492,000 | 309 |
| Number of Managed Accounts | $423,000 | 280 |
| Personal Trust and Agency Accounts | $193,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
| Number of other employee benefit and retirement-related accounts | $83,000 | 261 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $137,000 | 240 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| 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 | $83,000 | 245 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $69,000 | 236 |
| Personal Trust and Agency Accounts | $4,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 206 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $31,000 | 265 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 242 |
| 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 | $492,000 | 307 |
| Number of Managed Accounts | $422,000 | 280 |
| Personal Trust and Agency Accounts | $195,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
| Number of other employee benefit and retirement-related accounts | $82,000 | 264 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $132,000 | 243 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| 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 | $82,000 | 245 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $70,000 | 238 |
| Personal Trust and Agency Accounts | $4,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 106 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 201 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $34,000 | 258 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 239 |
| 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 | $483,000 | 313 |
| Number of Managed Accounts | $412,000 | 281 |
| Personal Trust and Agency Accounts | $194,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
| Number of other employee benefit and retirement-related accounts | $79,000 | 265 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $126,000 | 246 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| 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 | $79,000 | 244 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $71,000 | 240 |
| Personal Trust and Agency Accounts | $4,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 198 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,000 | 260 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 244 |
| 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 | $477,000 | 365 |
| Number of Managed Accounts | $405,000 | 315 |
| Personal Trust and Agency Accounts | $197,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 190 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 221 |
| Number of other employee benefit and retirement-related accounts | $75,000 | 341 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $120,000 | 287 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 482 |
| 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 | $75,000 | 308 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $72,000 | 394 |
| Personal Trust and Agency Accounts | $4,000 | 554 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 130 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 394 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $34,000 | 399 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 487 |
| 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 | $477,000 | 306 |
| Number of Managed Accounts | $403,000 | 280 |
| Personal Trust and Agency Accounts | $198,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 180 |
| Number of other employee benefit and retirement-related accounts | $72,000 | 271 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $120,000 | 246 |
| 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 | $72,000 | 244 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $74,000 | 226 |
| Personal Trust and Agency Accounts | $4,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 106 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 192 |
| 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 | $33,000 | 251 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 232 |
| 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 | $482,000 | 306 |
| Number of Managed Accounts | $404,000 | 278 |
| Personal Trust and Agency Accounts | $204,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 182 |
| Number of other employee benefit and retirement-related accounts | $58,000 | 278 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $128,000 | 240 |
| 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 | $58,000 | 253 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $78,000 | 219 |
| Personal Trust and Agency Accounts | $4,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 195 |
| 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 | $34,000 | 256 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 232 |
| 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 | $480,000 | 305 |
| Number of Managed Accounts | $401,000 | 277 |
| Personal Trust and Agency Accounts | $213,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 183 |
| Number of other employee benefit and retirement-related accounts | $57,000 | 277 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $118,000 | 243 |
| 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 | $57,000 | 255 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $79,000 | 216 |
| Personal Trust and Agency Accounts | $4,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 212 |
| 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 | $34,000 | 255 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 247 |
| 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 | $489,000 | 363 |
| Number of Managed Accounts | $403,000 | 322 |
| Personal Trust and Agency Accounts | $215,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 200 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 228 |
| Number of other employee benefit and retirement-related accounts | $56,000 | 371 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $119,000 | 282 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| 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 | $56,000 | 345 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $86,000 | 348 |
| Personal Trust and Agency Accounts | $4,000 | 551 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 102 |
| Number non-managed other employee benefit and retirement-related accounts | $16,000 | 438 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,000 | 410 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 514 |
| 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 | $503,000 | 299 |
| Number of Managed Accounts | $416,000 | 273 |
| Personal Trust and Agency Accounts | $217,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 186 |
| Number of other employee benefit and retirement-related accounts | $57,000 | 272 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $129,000 | 236 |
| 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 | $57,000 | 250 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $87,000 | 211 |
| Personal Trust and Agency Accounts | $4,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 94 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 197 |
| 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 | $36,000 | 254 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 222 |
| 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 | $498,000 | 301 |
| Number of Managed Accounts | $404,000 | 281 |
| Personal Trust and Agency Accounts | $213,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $55,000 | 274 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $123,000 | 245 |
| 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 | $55,000 | 251 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $94,000 | 209 |
| Personal Trust and Agency Accounts | $4,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 96 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 193 |
| 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 | $35,000 | 258 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 216 |
| 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 | $512,000 | 304 |
| Number of Managed Accounts | $415,000 | 280 |
| Personal Trust and Agency Accounts | $219,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 191 |
| Number of other employee benefit and retirement-related accounts | $55,000 | 277 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $128,000 | 242 |
| 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 | $55,000 | 247 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $97,000 | 210 |
| Personal Trust and Agency Accounts | $5,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 97 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 190 |
| 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 | $36,000 | 263 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 213 |
| 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 | $532,000 | 351 |
| Number of Managed Accounts | $434,000 | 312 |
| Personal Trust and Agency Accounts | $222,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 240 |
| Number of other employee benefit and retirement-related accounts | $59,000 | 364 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $138,000 | 260 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
| 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 | $49,000 | 343 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $98,000 | 340 |
| Personal Trust and Agency Accounts | $5,000 | 535 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 110 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 395 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $42,000 | 396 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 455 |
| 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 | $547,000 | 289 |
| Number of Managed Accounts | $444,000 | 262 |
| Personal Trust and Agency Accounts | $222,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 154 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $62,000 | 260 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $144,000 | 223 |
| 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 | $52,000 | 241 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $103,000 | 209 |
| Personal Trust and Agency Accounts | $7,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 97 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 180 |
| 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 | $41,000 | 252 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 201 |
| 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 | $538,000 | 295 |
| Number of Managed Accounts | $437,000 | 267 |
| Personal Trust and Agency Accounts | $224,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
| Number of other employee benefit and retirement-related accounts | $59,000 | 263 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $138,000 | 225 |
| 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 | $49,000 | 238 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $101,000 | 212 |
| Personal Trust and Agency Accounts | $7,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 103 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 190 |
| 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 | $41,000 | 253 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 205 |
| 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 | $558,000 | 289 |
| Number of Managed Accounts | $455,000 | 259 |
| Personal Trust and Agency Accounts | $234,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 188 |
| Number of other employee benefit and retirement-related accounts | $60,000 | 263 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $146,000 | 223 |
| 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 | $49,000 | 238 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $103,000 | 212 |
| Personal Trust and Agency Accounts | $6,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 102 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 185 |
| 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 | $47,000 | 250 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 203 |
| 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 | $580,000 | 334 |
| Number of Managed Accounts | $476,000 | 292 |
| Personal Trust and Agency Accounts | $238,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 197 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 197 |
| Number of other employee benefit and retirement-related accounts | $67,000 | 345 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $154,000 | 245 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
| 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 | $53,000 | 318 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $104,000 | 337 |
| Personal Trust and Agency Accounts | $6,000 | 544 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 153 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 401 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $44,000 | 390 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 454 |
| 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 | $574,000 | 285 |
| Number of Managed Accounts | $472,000 | 252 |
| Personal Trust and Agency Accounts | $239,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 176 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $67,000 | 242 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $152,000 | 229 |
| 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 | $102,000 | 210 |
| Personal Trust and Agency Accounts | $5,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 121 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 197 |
| 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 | $44,000 | 248 |
| 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 | $583,000 | 287 |
| Number of Managed Accounts | $478,000 | 254 |
| Personal Trust and Agency Accounts | $247,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $62,000 | 252 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $156,000 | 225 |
| 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 | $105,000 | 212 |
| Personal Trust and Agency Accounts | $6,000 | 250 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 123 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 204 |
| 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 | $47,000 | 253 |
| 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 | $583,000 | 284 |
| Number of Managed Accounts | $479,000 | 254 |
| Personal Trust and Agency Accounts | $244,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
| Number of other employee benefit and retirement-related accounts | $69,000 | 250 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $153,000 | 226 |
| 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 | $104,000 | 211 |
| Personal Trust and Agency Accounts | $6,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 195 |
| 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 | $49,000 | 249 |
| 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 | $609,000 | 332 |
| Number of Managed Accounts | $495,000 | 285 |
| Personal Trust and Agency Accounts | $250,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 260 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 195 |
| Number of other employee benefit and retirement-related accounts | $69,000 | 346 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $164,000 | 245 |
| 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 | $114,000 | 327 |
| Personal Trust and Agency Accounts | $7,000 | 564 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 169 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 373 |
| Corporate Trust and Agency Accounts | $0 | 375 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $51,000 | 369 |
| 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 | $644,000 | 273 |
| Number of Managed Accounts | $584,000 | 233 |
| Personal Trust and Agency Accounts | $265,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 165 |
| Number of other employee benefit and retirement-related accounts | $71,000 | 263 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $174,000 | 218 |
| 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 | $60,000 | 266 |
| Personal Trust and Agency Accounts | $8,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 133 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 183 |
| 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 | $53,000 | 257 |
| 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 | $652,000 | 281 |
| Number of Managed Accounts | $527,000 | 248 |
| Personal Trust and Agency Accounts | $278,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $71,000 | 261 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $164,000 | 227 |
| 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 | $125,000 | 210 |
| Personal Trust and Agency Accounts | $8,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 134 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 185 |
| Corporate Trust and Agency Accounts | $2,000 | 153 |
| 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 | $55,000 | 257 |
| 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 | $651,000 | 280 |
| Number of Managed Accounts | $536,000 | 248 |
| Personal Trust and Agency Accounts | $287,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 186 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $70,000 | 257 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $164,000 | 229 |
| 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 | $115,000 | 213 |
| Personal Trust and Agency Accounts | $7,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 138 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 194 |
| Corporate Trust and Agency Accounts | $2,000 | 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 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $56,000 | 255 |
| 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 | $707,000 | 295 |
| Number of Managed Accounts | $579,000 | 252 |
| Personal Trust and Agency Accounts | $298,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 242 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 188 |
| Number of other employee benefit and retirement-related accounts | $72,000 | 321 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $193,000 | 227 |
| 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 | $128,000 | 311 |
| Personal Trust and Agency Accounts | $8,000 | 526 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 363 |
| Corporate Trust and Agency Accounts | $2,000 | 298 |
| 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 | $65,000 | 333 |
| 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 | $714,000 | 258 |
| Number of Managed Accounts | $578,000 | 232 |
| Personal Trust and Agency Accounts | $302,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 190 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 193 |
| Number of other employee benefit and retirement-related accounts | $71,000 | 242 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $190,000 | 206 |
| 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 | $136,000 | 195 |
| Personal Trust and Agency Accounts | $12,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 136 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 173 |
| Corporate Trust and Agency Accounts | $2,000 | 159 |
| 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 | $70,000 | 224 |
| 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 | $702,000 | 265 |
| Number of Managed Accounts | $564,000 | 236 |
| Personal Trust and Agency Accounts | $304,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 214 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 195 |
| Number of other employee benefit and retirement-related accounts | $64,000 | 252 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $184,000 | 209 |
| 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 | $138,000 | 204 |
| Personal Trust and Agency Accounts | $12,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 174 |
| Corporate Trust and Agency Accounts | $2,000 | 160 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $74,000 | 222 |
| 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 | $715,000 | 264 |
| Number of Managed Accounts | $560,000 | 238 |
| Personal Trust and Agency Accounts | $306,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 217 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 198 |
| Number of other employee benefit and retirement-related accounts | $64,000 | 250 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $178,000 | 211 |
| 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 | $155,000 | 194 |
| Personal Trust and Agency Accounts | $16,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $103,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 175 |
| Corporate Trust and Agency Accounts | $2,000 | 159 |
| 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 | $73,000 | 225 |
| 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 | $697,000 | 295 |
| Number of Managed Accounts | $563,000 | 252 |
| Personal Trust and Agency Accounts | $292,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 293 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 267 |
| Number of other employee benefit and retirement-related accounts | $63,000 | 330 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $196,000 | 212 |
| 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 | $134,000 | 308 |
| Personal Trust and Agency Accounts | $21,000 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $0 | 260 |
| Number non-managed other employee benefit and retirement-related accounts | $36,000 | 331 |
| Corporate Trust and Agency Accounts | $2,000 | 295 |
| 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 | $73,000 | 312 |
| 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 | $717,000 | 266 |
| Number of Managed Accounts | $552,000 | 241 |
| Personal Trust and Agency Accounts | $278,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 202 |
| Number of other employee benefit and retirement-related accounts | $58,000 | 247 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $203,000 | 198 |
| 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 | $165,000 | 196 |
| Personal Trust and Agency Accounts | $7,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $0 | 176 |
| Number non-managed other employee benefit and retirement-related accounts | $33,000 | 177 |
| Corporate Trust and Agency Accounts | $3,000 | 157 |
| 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 | $70,000 | 215 |
| 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 | $763,000 | 259 |
| Number of Managed Accounts | $596,000 | 239 |
| Personal Trust and Agency Accounts | $313,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 211 |
| Number of other employee benefit and retirement-related accounts | $64,000 | 245 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $205,000 | 194 |
| 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 | $167,000 | 200 |
| Personal Trust and Agency Accounts | $9,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 178 |
| Corporate Trust and Agency Accounts | $3,000 | 159 |
| 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 | $77,000 | 214 |
| 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 | $742,000 | 266 |
| Number of Managed Accounts | $571,000 | 246 |
| Personal Trust and Agency Accounts | $329,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 219 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 132 |
| Number of other employee benefit and retirement-related accounts | $56,000 | 253 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $168,000 | 220 |
| 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 | $171,000 | 203 |
| Personal Trust and Agency Accounts | $9,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $33,000 | 186 |
| Corporate Trust and Agency Accounts | $4,000 | 151 |
| 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 | $103,000 | 187 |
| 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 | $707,000 | 298 |
| Number of Managed Accounts | $539,000 | 271 |
| Personal Trust and Agency Accounts | $319,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 320 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 298 |
| Number of other employee benefit and retirement-related accounts | $53,000 | 347 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $155,000 | 248 |
| 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 | $168,000 | 280 |
| Personal Trust and Agency Accounts | $8,000 | 567 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 126 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 366 |
| Corporate Trust and Agency Accounts | $4,000 | 252 |
| 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 | $94,000 | 275 |
| 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 | $694,000 | 265 |
| Number of Managed Accounts | $525,000 | 251 |
| Personal Trust and Agency Accounts | $312,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 208 |
| Number of other employee benefit and retirement-related accounts | $53,000 | 244 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $147,000 | 222 |
| 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 | $169,000 | 201 |
| Personal Trust and Agency Accounts | $9,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 103 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 189 |
| Corporate Trust and Agency Accounts | $4,000 | 152 |
| 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 | $92,000 | 191 |
| 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 | $730,000 | 261 |
| Number of Managed Accounts | $558,000 | 245 |
| Personal Trust and Agency Accounts | $324,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 222 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 177 |
| Number of other employee benefit and retirement-related accounts | $58,000 | 243 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $159,000 | 217 |
| 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 | $172,000 | 203 |
| Personal Trust and Agency Accounts | $11,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 101 |
| Number non-managed other employee benefit and retirement-related accounts | $32,000 | 185 |
| Corporate Trust and Agency Accounts | $5,000 | 150 |
| 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 | $87,000 | 202 |
| 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 | $716,000 | 262 |
| Number of Managed Accounts | $552,000 | 249 |
| Personal Trust and Agency Accounts | $322,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 220 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $54,000 | 244 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $158,000 | 216 |
| 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 | $164,000 | 208 |
| Personal Trust and Agency Accounts | $11,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 102 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 194 |
| 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 | $94,000 | 197 |
| 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 | $616,000 | 325 |
| Number of Managed Accounts | $481,000 | 292 |
| Personal Trust and Agency Accounts | $284,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 327 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 244 |
| Number of other employee benefit and retirement-related accounts | $45,000 | 365 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $139,000 | 257 |
| 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 | $135,000 | 334 |
| Personal Trust and Agency Accounts | $9,000 | 522 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 132 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 612 |
| Corporate Trust and Agency Accounts | $3,000 | 284 |
| 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 | $113,000 | 241 |
| 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 | $607,000 | 284 |
| Number of Managed Accounts | $474,000 | 265 |
| Personal Trust and Agency Accounts | $289,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 244 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 180 |
| Number of other employee benefit and retirement-related accounts | $39,000 | 260 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $134,000 | 227 |
| 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 | $133,000 | 232 |
| Personal Trust and Agency Accounts | $10,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 261 |
| Corporate Trust and Agency Accounts | $3,000 | 162 |
| 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 | $114,000 | 185 |
| 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 | $581,000 | 299 |
| Number of Managed Accounts | $456,000 | 273 |
| Personal Trust and Agency Accounts | $297,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 183 |
| Number of other employee benefit and retirement-related accounts | $24,000 | 295 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $123,000 | 236 |
| 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 | $125,000 | 241 |
| Personal Trust and Agency Accounts | $10,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 117 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 271 |
| Corporate Trust and Agency Accounts | $3,000 | 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 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $113,000 | 189 |
| 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 | $536,000 | 311 |
| Number of Managed Accounts | $435,000 | 281 |
| Personal Trust and Agency Accounts | $294,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 251 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 185 |
| Number of other employee benefit and retirement-related accounts | $22,000 | 303 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $107,000 | 251 |
| 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 | $101,000 | 262 |
| Personal Trust and Agency Accounts | $8,000 | 257 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 274 |
| Corporate Trust and Agency Accounts | $3,000 | 169 |
| 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 | $112,000 | 198 |
| 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 | $517,000 | 389 |
| Number of Managed Accounts | $420,000 | 329 |
| Personal Trust and Agency Accounts | $289,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 360 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 241 |
| Number of other employee benefit and retirement-related accounts | $21,000 | 482 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $98,000 | 323 |
| 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 | $97,000 | 439 |
| Personal Trust and Agency Accounts | $7,000 | 584 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 635 |
| Corporate Trust and Agency Accounts | $3,000 | 298 |
| 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 | $101,000 | 281 |
| 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 | $520,000 | 326 |
| Number of Managed Accounts | $426,000 | 293 |
| Personal Trust and Agency Accounts | $294,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 271 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 196 |
| Number of other employee benefit and retirement-related accounts | $25,000 | 290 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $96,000 | 261 |
| 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 | $94,000 | 277 |
| Personal Trust and Agency Accounts | $6,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 290 |
| Corporate Trust and Agency Accounts | $3,000 | 176 |
| 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 | $97,000 | 224 |
| 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 | $520,000 | 328 |
| Number of Managed Accounts | $430,000 | 295 |
| Personal Trust and Agency Accounts | $301,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 276 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 193 |
| Number of other employee benefit and retirement-related accounts | $25,000 | 290 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $93,000 | 265 |
| 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 | $90,000 | 285 |
| Personal Trust and Agency Accounts | $6,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 155 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 157 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 294 |
| Corporate Trust and Agency Accounts | $5,000 | 159 |
| 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 | $99,000 | 228 |
| 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 | $522,000 | 330 |
| Number of Managed Accounts | $427,000 | 301 |
| Personal Trust and Agency Accounts | $311,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 295 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 138 |
| Number of other employee benefit and retirement-related accounts | $22,000 | 299 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $80,000 | 278 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,000 | 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 | $95,000 | 290 |
| Personal Trust and Agency Accounts | $6,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $73,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 160 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 291 |
| Corporate Trust and Agency Accounts | $5,000 | 161 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 133 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $92,000 | 236 |
| 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 | $393,000 | 489 |
| Number of Managed Accounts | $319,000 | 411 |
| Personal Trust and Agency Accounts | $253,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 521 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 251 |
| Number of other employee benefit and retirement-related accounts | $9,000 | 600 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $51,000 | 468 |
| 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 | $74,000 | 515 |
| Personal Trust and Agency Accounts | $6,000 | 636 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 190 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 771 |
| Corporate Trust and Agency Accounts | $5,000 | 255 |
| 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 | $80,000 | 371 |
| 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 | $546,000 | 362 |
| Number of Managed Accounts | $437,000 | 325 |
| Personal Trust and Agency Accounts | $348,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 437 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 240 |
| Number of other employee benefit and retirement-related accounts | $12,000 | 504 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $67,000 | 361 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,000 | 298 |
| 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 | $109,000 | 389 |
| Personal Trust and Agency Accounts | $8,000 | 548 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $0 | 284 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 435 |
| Corporate Trust and Agency Accounts | $5,000 | 262 |
| 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 | $84,000 | 338 |
| 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 |