Home > First Financial Bank > Number of Fiduciary and Related Asset Accounts
First Financial Bank, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,477,000 | 176 |
| Number of Managed Accounts | $1,166,000 | 175 |
| Personal Trust and Agency Accounts | $376,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $421,000 | 184 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $219,000 | 234 |
| Number of foundation and endowment trust and agency accounts, managed assets | $97,000 | 82 |
| Other Fiduciary Accounts | $34,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $421,000 | 151 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $311,000 | 122 |
| Personal Trust and Agency Accounts | $6,000 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 207 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 160 |
| Corporate Trust and Agency Accounts | $102,000 | 86 |
| Number of investment management and advisory agency accounts, non-managed assets | $68,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 42 |
| Other Fiduciary Accounts | $47,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $131,000 | 166 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 194 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,476,000 | 165 |
| Number of Managed Accounts | $1,177,000 | 170 |
| Personal Trust and Agency Accounts | $385,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 110 |
| Number of other employee benefit and retirement-related accounts | $425,000 | 168 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $218,000 | 210 |
| Number of foundation and endowment trust and agency accounts, managed assets | $97,000 | 82 |
| Other Fiduciary Accounts | $34,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $425,000 | 134 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $299,000 | 107 |
| Personal Trust and Agency Accounts | $4,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 168 |
| Employee Benefit-defined Benefit Accounts | $0 | 158 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 81 |
| Corporate Trust and Agency Accounts | $93,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $68,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 40 |
| Other Fiduciary Accounts | $47,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $124,000 | 140 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 144 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,453,000 | 172 |
| Number of Managed Accounts | $1,149,000 | 170 |
| Personal Trust and Agency Accounts | $379,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 113 |
| Number of other employee benefit and retirement-related accounts | $415,000 | 184 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $214,000 | 229 |
| Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 84 |
| Other Fiduciary Accounts | $34,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $415,000 | 148 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $304,000 | 118 |
| Personal Trust and Agency Accounts | $4,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $77,000 | 122 |
| Corporate Trust and Agency Accounts | $97,000 | 87 |
| Number of investment management and advisory agency accounts, non-managed assets | $69,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 57 |
| Other Fiduciary Accounts | $48,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $115,000 | 154 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 154 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,455,000 | 177 |
| Number of Managed Accounts | $1,150,000 | 174 |
| Personal Trust and Agency Accounts | $385,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 117 |
| Number of other employee benefit and retirement-related accounts | $412,000 | 144 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $212,000 | 220 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 87 |
| Other Fiduciary Accounts | $35,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $412,000 | 140 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $305,000 | 116 |
| Personal Trust and Agency Accounts | $4,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 76 |
| Corporate Trust and Agency Accounts | $96,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $70,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 84 |
| Other Fiduciary Accounts | $55,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $107,000 | 154 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 106 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,474,000 | 181 |
| Number of Managed Accounts | $1,157,000 | 181 |
| Personal Trust and Agency Accounts | $392,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
| Number of other employee benefit and retirement-related accounts | $418,000 | 157 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $207,000 | 244 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 90 |
| Other Fiduciary Accounts | $35,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $418,000 | 151 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $317,000 | 124 |
| Personal Trust and Agency Accounts | $4,000 | 456 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 117 |
| Corporate Trust and Agency Accounts | $105,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $71,000 | 32 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 101 |
| Other Fiduciary Accounts | $56,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $90,000 | 207 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 165 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,475,000 | 177 |
| Number of Managed Accounts | $1,163,000 | 178 |
| Personal Trust and Agency Accounts | $399,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 120 |
| Number of other employee benefit and retirement-related accounts | $416,000 | 147 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $208,000 | 227 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 89 |
| Other Fiduciary Accounts | $35,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $416,000 | 143 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $312,000 | 115 |
| Personal Trust and Agency Accounts | $4,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 179 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 82 |
| Corporate Trust and Agency Accounts | $97,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $70,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 87 |
| Other Fiduciary Accounts | $59,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $85,000 | 173 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 109 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,473,000 | 158 |
| Number of Managed Accounts | $1,145,000 | 166 |
| Personal Trust and Agency Accounts | $404,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 115 |
| Number of other employee benefit and retirement-related accounts | $402,000 | 150 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $199,000 | 229 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 77 |
| Other Fiduciary Accounts | $35,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $402,000 | 145 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $328,000 | 99 |
| Personal Trust and Agency Accounts | $4,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $77,000 | 84 |
| Corporate Trust and Agency Accounts | $105,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $71,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 82 |
| Other Fiduciary Accounts | $63,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $82,000 | 167 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 111 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,475,000 | 159 |
| Number of Managed Accounts | $1,148,000 | 164 |
| Personal Trust and Agency Accounts | $410,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 115 |
| Number of other employee benefit and retirement-related accounts | $399,000 | 145 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $196,000 | 214 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 78 |
| Other Fiduciary Accounts | $37,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $399,000 | 139 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $327,000 | 101 |
| Personal Trust and Agency Accounts | $4,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $0 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 78 |
| Corporate Trust and Agency Accounts | $97,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $72,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 61 |
| Other Fiduciary Accounts | $68,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $83,000 | 157 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $79,000 | 99 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,483,000 | 164 |
| Number of Managed Accounts | $1,143,000 | 163 |
| Personal Trust and Agency Accounts | $413,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 125 |
| Number of other employee benefit and retirement-related accounts | $393,000 | 158 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $192,000 | 235 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 80 |
| Other Fiduciary Accounts | $39,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $393,000 | 152 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $340,000 | 109 |
| Personal Trust and Agency Accounts | $4,000 | 437 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $0 | 144 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 116 |
| Corporate Trust and Agency Accounts | $106,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $74,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 71 |
| Other Fiduciary Accounts | $71,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $83,000 | 203 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 161 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,474,000 | 162 |
| Number of Managed Accounts | $1,131,000 | 165 |
| Personal Trust and Agency Accounts | $411,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 114 |
| Number of other employee benefit and retirement-related accounts | $384,000 | 148 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $189,000 | 219 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 77 |
| Other Fiduciary Accounts | $41,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $384,000 | 143 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $343,000 | 98 |
| Personal Trust and Agency Accounts | $5,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $0 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 79 |
| Corporate Trust and Agency Accounts | $95,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $76,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 61 |
| Other Fiduciary Accounts | $79,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $84,000 | 150 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $78,000 | 98 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,472,000 | 168 |
| Number of Managed Accounts | $1,128,000 | 168 |
| Personal Trust and Agency Accounts | $416,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 118 |
| Number of other employee benefit and retirement-related accounts | $380,000 | 154 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $186,000 | 234 |
| Number of foundation and endowment trust and agency accounts, managed assets | $85,000 | 80 |
| Other Fiduciary Accounts | $41,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $380,000 | 150 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $344,000 | 99 |
| Personal Trust and Agency Accounts | $5,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 185 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 81 |
| Corporate Trust and Agency Accounts | $95,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $76,000 | 27 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 68 |
| Other Fiduciary Accounts | $79,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $86,000 | 160 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $79,000 | 109 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,461,000 | 166 |
| Number of Managed Accounts | $1,114,000 | 165 |
| Personal Trust and Agency Accounts | $427,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 117 |
| Number of other employee benefit and retirement-related accounts | $360,000 | 157 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $183,000 | 223 |
| Number of foundation and endowment trust and agency accounts, managed assets | $80,000 | 84 |
| Other Fiduciary Accounts | $44,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $360,000 | 151 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $347,000 | 98 |
| Personal Trust and Agency Accounts | $6,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $0 | 120 |
| Number non-managed other employee benefit and retirement-related accounts | $84,000 | 74 |
| Corporate Trust and Agency Accounts | $85,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $77,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 75 |
| Other Fiduciary Accounts | $85,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $87,000 | 150 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $84,000 | 97 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,393,000 | 173 |
| Number of Managed Accounts | $1,113,000 | 169 |
| Personal Trust and Agency Accounts | $426,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 131 |
| Number of other employee benefit and retirement-related accounts | $355,000 | 169 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $190,000 | 237 |
| Number of foundation and endowment trust and agency accounts, managed assets | $75,000 | 89 |
| Other Fiduciary Accounts | $47,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $355,000 | 163 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $280,000 | 126 |
| Personal Trust and Agency Accounts | $6,000 | 401 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $0 | 150 |
| Number non-managed other employee benefit and retirement-related accounts | $8,000 | 422 |
| Corporate Trust and Agency Accounts | $93,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $77,000 | 33 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 88 |
| Other Fiduciary Accounts | $86,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $97,000 | 182 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 160 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,445,000 | 163 |
| Number of Managed Accounts | $1,091,000 | 166 |
| Personal Trust and Agency Accounts | $437,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 113 |
| Number of other employee benefit and retirement-related accounts | $332,000 | 163 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $182,000 | 222 |
| Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 88 |
| Other Fiduciary Accounts | $47,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $332,000 | 158 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $354,000 | 97 |
| Personal Trust and Agency Accounts | $7,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $0 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $79,000 | 79 |
| Corporate Trust and Agency Accounts | $94,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $77,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 78 |
| Other Fiduciary Accounts | $87,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $95,000 | 141 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $79,000 | 104 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,432,000 | 170 |
| Number of Managed Accounts | $1,076,000 | 175 |
| Personal Trust and Agency Accounts | $442,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 124 |
| Number of other employee benefit and retirement-related accounts | $318,000 | 180 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $179,000 | 235 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 90 |
| Other Fiduciary Accounts | $46,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $318,000 | 170 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $356,000 | 101 |
| Personal Trust and Agency Accounts | $8,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 84 |
| Corporate Trust and Agency Accounts | $95,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $77,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 79 |
| Other Fiduciary Accounts | $88,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $88,000 | 156 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $78,000 | 112 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,436,000 | 166 |
| Number of Managed Accounts | $1,079,000 | 169 |
| Personal Trust and Agency Accounts | $449,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 120 |
| Number of other employee benefit and retirement-related accounts | $319,000 | 168 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $174,000 | 224 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 89 |
| Other Fiduciary Accounts | $46,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $319,000 | 161 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $357,000 | 98 |
| Personal Trust and Agency Accounts | $7,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 81 |
| Corporate Trust and Agency Accounts | $96,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $79,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 76 |
| Other Fiduciary Accounts | $89,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $91,000 | 143 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $76,000 | 107 |
| 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 | $1,441,000 | 172 |
| Number of Managed Accounts | $1,078,000 | 172 |
| Personal Trust and Agency Accounts | $453,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $313,000 | 187 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $174,000 | 243 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 90 |
| Other Fiduciary Accounts | $48,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $313,000 | 177 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $363,000 | 110 |
| Personal Trust and Agency Accounts | $6,000 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 193 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 120 |
| Corporate Trust and Agency Accounts | $99,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $80,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $89,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $90,000 | 189 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $78,000 | 163 |
| 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 | $1,439,000 | 165 |
| Number of Managed Accounts | $1,062,000 | 169 |
| Personal Trust and Agency Accounts | $459,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 125 |
| Number of other employee benefit and retirement-related accounts | $306,000 | 175 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $171,000 | 224 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 88 |
| Other Fiduciary Accounts | $49,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $306,000 | 169 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $377,000 | 94 |
| Personal Trust and Agency Accounts | $5,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $81,000 | 81 |
| Corporate Trust and Agency Accounts | $98,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $80,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 82 |
| Other Fiduciary Accounts | $89,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $88,000 | 151 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 183 |
| 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 | $1,463,000 | 165 |
| Number of Managed Accounts | $1,068,000 | 171 |
| Personal Trust and Agency Accounts | $468,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 129 |
| Number of other employee benefit and retirement-related accounts | $300,000 | 183 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $192,000 | 218 |
| Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 117 |
| Other Fiduciary Accounts | $49,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $300,000 | 177 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $395,000 | 95 |
| Personal Trust and Agency Accounts | $5,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $0 | 133 |
| Number non-managed other employee benefit and retirement-related accounts | $89,000 | 82 |
| Corporate Trust and Agency Accounts | $98,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $82,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 56 |
| Other Fiduciary Accounts | $94,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $83,000 | 164 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $89,000 | 104 |
| 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 | $1,467,000 | 164 |
| Number of Managed Accounts | $1,068,000 | 172 |
| Personal Trust and Agency Accounts | $473,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
| Number of other employee benefit and retirement-related accounts | $300,000 | 177 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $188,000 | 222 |
| Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 115 |
| Other Fiduciary Accounts | $48,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $300,000 | 171 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $399,000 | 95 |
| Personal Trust and Agency Accounts | $5,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $91,000 | 83 |
| Corporate Trust and Agency Accounts | $95,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $83,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 57 |
| Other Fiduciary Accounts | $97,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $87,000 | 159 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $91,000 | 103 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,477,000 | 163 |
| Number of Managed Accounts | $1,074,000 | 170 |
| Personal Trust and Agency Accounts | $473,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 212 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 143 |
| Number of other employee benefit and retirement-related accounts | $301,000 | 180 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $193,000 | 226 |
| Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 116 |
| Other Fiduciary Accounts | $48,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $301,000 | 171 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $403,000 | 106 |
| Personal Trust and Agency Accounts | $5,000 | 429 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number non-managed other employee benefit and retirement-related accounts | $94,000 | 110 |
| Corporate Trust and Agency Accounts | $100,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $79,000 | 34 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 64 |
| Other Fiduciary Accounts | $99,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $83,000 | 199 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $93,000 | 144 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,473,000 | 158 |
| Number of Managed Accounts | $1,069,000 | 168 |
| Personal Trust and Agency Accounts | $471,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
| Number of other employee benefit and retirement-related accounts | $300,000 | 171 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $188,000 | 224 |
| Number of foundation and endowment trust and agency accounts, managed assets | $51,000 | 112 |
| Other Fiduciary Accounts | $49,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $300,000 | 164 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $404,000 | 97 |
| Personal Trust and Agency Accounts | $5,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $96,000 | 80 |
| Corporate Trust and Agency Accounts | $100,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $79,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
| Other Fiduciary Accounts | $99,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $81,000 | 169 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 100 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,464,000 | 162 |
| Number of Managed Accounts | $1,060,000 | 171 |
| Personal Trust and Agency Accounts | $491,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 130 |
| Number of other employee benefit and retirement-related accounts | $294,000 | 172 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $186,000 | 225 |
| Number of foundation and endowment trust and agency accounts, managed assets | $30,000 | 154 |
| Other Fiduciary Accounts | $49,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $294,000 | 166 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $404,000 | 99 |
| Personal Trust and Agency Accounts | $5,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 155 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $106,000 | 71 |
| Corporate Trust and Agency Accounts | $95,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $79,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 64 |
| Other Fiduciary Accounts | $99,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $91,000 | 159 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 94 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,455,000 | 164 |
| Number of Managed Accounts | $1,045,000 | 170 |
| Personal Trust and Agency Accounts | $488,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 133 |
| Number of other employee benefit and retirement-related accounts | $279,000 | 174 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $183,000 | 225 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 153 |
| Other Fiduciary Accounts | $54,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $279,000 | 166 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $410,000 | 100 |
| Personal Trust and Agency Accounts | $5,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $108,000 | 75 |
| Corporate Trust and Agency Accounts | $92,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $81,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 67 |
| Other Fiduciary Accounts | $103,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $93,000 | 155 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $107,000 | 96 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,464,000 | 168 |
| Number of Managed Accounts | $1,042,000 | 172 |
| Personal Trust and Agency Accounts | $488,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 150 |
| Number of other employee benefit and retirement-related accounts | $272,000 | 186 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $187,000 | 229 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 166 |
| Other Fiduciary Accounts | $54,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $272,000 | 178 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $422,000 | 110 |
| Personal Trust and Agency Accounts | $5,000 | 445 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $112,000 | 102 |
| Corporate Trust and Agency Accounts | $95,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $85,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 72 |
| Other Fiduciary Accounts | $104,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $92,000 | 192 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $111,000 | 133 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,500,000 | 163 |
| Number of Managed Accounts | $1,071,000 | 166 |
| Personal Trust and Agency Accounts | $498,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 134 |
| Number of other employee benefit and retirement-related accounts | $275,000 | 171 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $200,000 | 213 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 154 |
| Other Fiduciary Accounts | $57,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $275,000 | 163 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $429,000 | 96 |
| Personal Trust and Agency Accounts | $5,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 148 |
| Employee Benefit-defined Benefit Accounts | $0 | 132 |
| Number non-managed other employee benefit and retirement-related accounts | $115,000 | 72 |
| Corporate Trust and Agency Accounts | $96,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $86,000 | 27 |
| Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 59 |
| Other Fiduciary Accounts | $105,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $95,000 | 153 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $114,000 | 94 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,517,000 | 159 |
| Number of Managed Accounts | $1,074,000 | 165 |
| Personal Trust and Agency Accounts | $504,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 170 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 135 |
| Number of other employee benefit and retirement-related accounts | $272,000 | 173 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $199,000 | 211 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 154 |
| Other Fiduciary Accounts | $58,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $272,000 | 165 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $443,000 | 94 |
| Personal Trust and Agency Accounts | $5,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $120,000 | 71 |
| Corporate Trust and Agency Accounts | $96,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $86,000 | 26 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
| Other Fiduciary Accounts | $112,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $93,000 | 154 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $119,000 | 90 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,535,000 | 157 |
| Number of Managed Accounts | $1,087,000 | 161 |
| Personal Trust and Agency Accounts | $515,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 134 |
| Number of other employee benefit and retirement-related accounts | $268,000 | 173 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $203,000 | 211 |
| Number of foundation and endowment trust and agency accounts, managed assets | $29,000 | 159 |
| Other Fiduciary Accounts | $62,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $268,000 | 166 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $448,000 | 94 |
| Personal Trust and Agency Accounts | $5,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $123,000 | 68 |
| Corporate Trust and Agency Accounts | $96,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $86,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 49 |
| Other Fiduciary Accounts | $114,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $93,000 | 160 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 87 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,550,000 | 157 |
| Number of Managed Accounts | $1,092,000 | 159 |
| Personal Trust and Agency Accounts | $519,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 186 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 151 |
| Number of other employee benefit and retirement-related accounts | $260,000 | 179 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $208,000 | 212 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 159 |
| Other Fiduciary Accounts | $62,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $260,000 | 169 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $458,000 | 105 |
| Personal Trust and Agency Accounts | $5,000 | 446 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $127,000 | 95 |
| Corporate Trust and Agency Accounts | $98,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $87,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 45 |
| Other Fiduciary Accounts | $115,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $94,000 | 198 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $126,000 | 126 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,569,000 | 148 |
| Number of Managed Accounts | $952,000 | 176 |
| Personal Trust and Agency Accounts | $520,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 137 |
| Number of other employee benefit and retirement-related accounts | $112,000 | 255 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $210,000 | 201 |
| Number of foundation and endowment trust and agency accounts, managed assets | $37,000 | 138 |
| Other Fiduciary Accounts | $62,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $112,000 | 242 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $617,000 | 76 |
| Personal Trust and Agency Accounts | $5,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $282,000 | 38 |
| Corporate Trust and Agency Accounts | $95,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $87,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 43 |
| Other Fiduciary Accounts | $120,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $97,000 | 153 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $280,000 | 49 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,560,000 | 147 |
| Number of Managed Accounts | $955,000 | 178 |
| Personal Trust and Agency Accounts | $522,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 140 |
| Number of other employee benefit and retirement-related accounts | $108,000 | 259 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $215,000 | 200 |
| Number of foundation and endowment trust and agency accounts, managed assets | $37,000 | 137 |
| Other Fiduciary Accounts | $62,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $108,000 | 249 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $605,000 | 79 |
| Personal Trust and Agency Accounts | $5,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $282,000 | 39 |
| Corporate Trust and Agency Accounts | $83,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $87,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 45 |
| Other Fiduciary Accounts | $122,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $103,000 | 149 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $280,000 | 48 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,589,000 | 144 |
| Number of Managed Accounts | $998,000 | 169 |
| Personal Trust and Agency Accounts | $544,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $118,000 | 253 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $221,000 | 196 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 138 |
| Other Fiduciary Accounts | $63,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $118,000 | 241 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $591,000 | 81 |
| Personal Trust and Agency Accounts | $5,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $0 | 138 |
| Number non-managed other employee benefit and retirement-related accounts | $269,000 | 44 |
| Corporate Trust and Agency Accounts | $86,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $86,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 45 |
| Other Fiduciary Accounts | $124,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $105,000 | 150 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $267,000 | 52 |
| 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 | $1,574,000 | 152 |
| Number of Managed Accounts | $974,000 | 174 |
| Personal Trust and Agency Accounts | $527,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 161 |
| Number of other employee benefit and retirement-related accounts | $112,000 | 291 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $221,000 | 198 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 140 |
| Other Fiduciary Accounts | $62,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $112,000 | 278 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $600,000 | 87 |
| Personal Trust and Agency Accounts | $5,000 | 463 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $272,000 | 56 |
| Corporate Trust and Agency Accounts | $88,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $86,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 48 |
| Other Fiduciary Accounts | $127,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $105,000 | 185 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $270,000 | 65 |
| 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 | $1,605,000 | 143 |
| Number of Managed Accounts | $997,000 | 165 |
| Personal Trust and Agency Accounts | $536,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 140 |
| Number of other employee benefit and retirement-related accounts | $116,000 | 258 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $230,000 | 191 |
| Number of foundation and endowment trust and agency accounts, managed assets | $34,000 | 142 |
| Other Fiduciary Accounts | $63,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $115,000 | 249 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $608,000 | 80 |
| Personal Trust and Agency Accounts | $6,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $277,000 | 43 |
| Corporate Trust and Agency Accounts | $88,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $87,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 48 |
| Other Fiduciary Accounts | $127,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $108,000 | 153 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $275,000 | 53 |
| 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 | $1,635,000 | 142 |
| Number of Managed Accounts | $1,010,000 | 166 |
| Personal Trust and Agency Accounts | $543,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 141 |
| Number of other employee benefit and retirement-related accounts | $119,000 | 257 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $230,000 | 194 |
| Number of foundation and endowment trust and agency accounts, managed assets | $34,000 | 145 |
| Other Fiduciary Accounts | $65,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $117,000 | 246 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $625,000 | 79 |
| Personal Trust and Agency Accounts | $7,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $0 | 141 |
| Number non-managed other employee benefit and retirement-related accounts | $281,000 | 42 |
| Corporate Trust and Agency Accounts | $93,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $89,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 48 |
| Other Fiduciary Accounts | $132,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $116,000 | 149 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $279,000 | 53 |
| 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 | $1,636,000 | 142 |
| Number of Managed Accounts | $1,006,000 | 164 |
| Personal Trust and Agency Accounts | $546,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 144 |
| Number of other employee benefit and retirement-related accounts | $113,000 | 256 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $228,000 | 194 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 133 |
| Other Fiduciary Accounts | $65,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $111,000 | 243 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $630,000 | 81 |
| Personal Trust and Agency Accounts | $7,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $286,000 | 46 |
| Corporate Trust and Agency Accounts | $91,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $89,000 | 27 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 46 |
| Other Fiduciary Accounts | $134,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $118,000 | 148 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $283,000 | 56 |
| 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 | $1,614,000 | 143 |
| Number of Managed Accounts | $980,000 | 166 |
| Personal Trust and Agency Accounts | $541,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 176 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 170 |
| Number of other employee benefit and retirement-related accounts | $110,000 | 296 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $211,000 | 210 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 134 |
| Other Fiduciary Accounts | $66,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $108,000 | 284 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $634,000 | 91 |
| Personal Trust and Agency Accounts | $9,000 | 407 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 207 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number non-managed other employee benefit and retirement-related accounts | $289,000 | 62 |
| Corporate Trust and Agency Accounts | $90,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | $91,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 48 |
| Other Fiduciary Accounts | $134,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $122,000 | 182 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $286,000 | 72 |
| 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 | $1,628,000 | 140 |
| Number of Managed Accounts | $996,000 | 167 |
| Personal Trust and Agency Accounts | $548,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $114,000 | 251 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $214,000 | 203 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 126 |
| Other Fiduciary Accounts | $67,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $112,000 | 240 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $632,000 | 81 |
| Personal Trust and Agency Accounts | $9,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $290,000 | 41 |
| Corporate Trust and Agency Accounts | $86,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $91,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 44 |
| Other Fiduciary Accounts | $135,000 | 18 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $119,000 | 146 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $287,000 | 55 |
| 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 | $1,638,000 | 136 |
| Number of Managed Accounts | $994,000 | 168 |
| Personal Trust and Agency Accounts | $547,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 152 |
| Number of other employee benefit and retirement-related accounts | $110,000 | 252 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $213,000 | 200 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 124 |
| Other Fiduciary Accounts | $68,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $108,000 | 239 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $644,000 | 82 |
| Personal Trust and Agency Accounts | $10,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $297,000 | 41 |
| Corporate Trust and Agency Accounts | $91,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $91,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 42 |
| Other Fiduciary Accounts | $136,000 | 18 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $113,000 | 151 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $292,000 | 54 |
| 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 | $1,658,000 | 135 |
| Number of Managed Accounts | $1,004,000 | 168 |
| Personal Trust and Agency Accounts | $544,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 153 |
| Number of other employee benefit and retirement-related accounts | $106,000 | 253 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $217,000 | 200 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 107 |
| Other Fiduciary Accounts | $72,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $104,000 | 242 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $654,000 | 83 |
| Personal Trust and Agency Accounts | $11,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $305,000 | 43 |
| Corporate Trust and Agency Accounts | $90,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $91,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 42 |
| Other Fiduciary Accounts | $138,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $117,000 | 147 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $299,000 | 56 |
| 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 | $1,675,000 | 139 |
| Number of Managed Accounts | $1,017,000 | 167 |
| Personal Trust and Agency Accounts | $550,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 168 |
| Number of other employee benefit and retirement-related accounts | $105,000 | 290 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $220,000 | 201 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 108 |
| Other Fiduciary Accounts | $76,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $103,000 | 277 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $658,000 | 91 |
| Personal Trust and Agency Accounts | $11,000 | 392 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $309,000 | 59 |
| Corporate Trust and Agency Accounts | $86,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | $94,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 39 |
| Other Fiduciary Accounts | $137,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $118,000 | 188 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $303,000 | 74 |
| 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 | $1,687,000 | 131 |
| Number of Managed Accounts | $1,013,000 | 161 |
| Personal Trust and Agency Accounts | $560,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 146 |
| Number of other employee benefit and retirement-related accounts | $84,000 | 260 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $225,000 | 186 |
| Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 101 |
| Other Fiduciary Accounts | $77,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $82,000 | 246 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $674,000 | 82 |
| Personal Trust and Agency Accounts | $13,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $326,000 | 40 |
| Corporate Trust and Agency Accounts | $81,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | $95,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $137,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $119,000 | 142 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $320,000 | 51 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,763,000 | 126 |
| Number of Managed Accounts | $1,028,000 | 153 |
| Personal Trust and Agency Accounts | $557,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 147 |
| Number of other employee benefit and retirement-related accounts | $85,000 | 259 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $227,000 | 186 |
| Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 101 |
| Other Fiduciary Accounts | $92,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $83,000 | 243 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $735,000 | 81 |
| Personal Trust and Agency Accounts | $14,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 179 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $334,000 | 41 |
| Corporate Trust and Agency Accounts | $84,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $99,000 | 22 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $182,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $120,000 | 143 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $328,000 | 50 |
| 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 | $1,755,000 | 128 |
| Number of Managed Accounts | $1,057,000 | 150 |
| Personal Trust and Agency Accounts | $560,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 149 |
| Number of other employee benefit and retirement-related accounts | $86,000 | 258 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $257,000 | 169 |
| Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 102 |
| Other Fiduciary Accounts | $85,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $83,000 | 241 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $698,000 | 83 |
| Personal Trust and Agency Accounts | $17,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 193 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $337,000 | 42 |
| Corporate Trust and Agency Accounts | $81,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | $66,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $177,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $117,000 | 142 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $331,000 | 52 |
| 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 | $1,820,000 | 129 |
| Number of Managed Accounts | $1,076,000 | 150 |
| Personal Trust and Agency Accounts | $560,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 173 |
| Number of other employee benefit and retirement-related accounts | $91,000 | 309 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $265,000 | 168 |
| Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 103 |
| Other Fiduciary Accounts | $88,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $88,000 | 288 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $744,000 | 88 |
| Personal Trust and Agency Accounts | $19,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 252 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $337,000 | 54 |
| Corporate Trust and Agency Accounts | $111,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | $63,000 | 32 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 34 |
| Other Fiduciary Accounts | $192,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $120,000 | 200 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $331,000 | 67 |
| 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 | $1,554,000 | 141 |
| Number of Managed Accounts | $1,004,000 | 151 |
| Personal Trust and Agency Accounts | $561,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 151 |
| Number of other employee benefit and retirement-related accounts | $95,000 | 249 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $275,000 | 163 |
| Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 101 |
| 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 | $91,000 | 229 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $550,000 | 85 |
| Personal Trust and Agency Accounts | $20,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $0 | 147 |
| Number non-managed other employee benefit and retirement-related accounts | $333,000 | 42 |
| Corporate Trust and Agency Accounts | $108,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $63,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 34 |
| Other Fiduciary Accounts | $5,000 | 69 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $121,000 | 139 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $327,000 | 53 |
| 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 | $1,581,000 | 135 |
| Number of Managed Accounts | $1,012,000 | 149 |
| Personal Trust and Agency Accounts | $562,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 150 |
| Number of other employee benefit and retirement-related accounts | $101,000 | 239 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $273,000 | 162 |
| Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 98 |
| 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 | $97,000 | 222 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $569,000 | 87 |
| Personal Trust and Agency Accounts | $22,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $344,000 | 43 |
| Corporate Trust and Agency Accounts | $113,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $63,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 31 |
| Other Fiduciary Accounts | $5,000 | 72 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $124,000 | 144 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $338,000 | 50 |
| 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 | $1,704,000 | 130 |
| Number of Managed Accounts | $1,024,000 | 150 |
| Personal Trust and Agency Accounts | $568,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 137 |
| Number of other employee benefit and retirement-related accounts | $98,000 | 240 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $282,000 | 155 |
| Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 100 |
| 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 | $94,000 | 222 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $680,000 | 80 |
| Personal Trust and Agency Accounts | $32,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $0 | 149 |
| Number non-managed other employee benefit and retirement-related accounts | $343,000 | 41 |
| Corporate Trust and Agency Accounts | $107,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $66,000 | 27 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 32 |
| Other Fiduciary Accounts | $109,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $115,000 | 153 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $337,000 | 48 |
| 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 | $1,714,000 | 133 |
| Number of Managed Accounts | $1,022,000 | 149 |
| Personal Trust and Agency Accounts | $562,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 130 |
| Number of other employee benefit and retirement-related accounts | $98,000 | 287 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $292,000 | 154 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 99 |
| 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 | $94,000 | 269 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $692,000 | 88 |
| Personal Trust and Agency Accounts | $32,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 246 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $348,000 | 51 |
| Corporate Trust and Agency Accounts | $114,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | $65,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 32 |
| Other Fiduciary Accounts | $109,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $115,000 | 201 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $324,000 | 66 |
| 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 | $1,348,000 | 153 |
| Number of Managed Accounts | $861,000 | 166 |
| Personal Trust and Agency Accounts | $480,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 155 |
| Number of other employee benefit and retirement-related accounts | $76,000 | 258 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $238,000 | 173 |
| Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 91 |
| 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 | $72,000 | 238 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $487,000 | 94 |
| Personal Trust and Agency Accounts | $15,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $0 | 153 |
| Number non-managed other employee benefit and retirement-related accounts | $332,000 | 40 |
| Corporate Trust and Agency Accounts | $105,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 91 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 34 |
| Other Fiduciary Accounts | $5,000 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $115,000 | 146 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $326,000 | 50 |
| 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 | $1,358,000 | 155 |
| Number of Managed Accounts | $870,000 | 163 |
| Personal Trust and Agency Accounts | $498,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 160 |
| Number of other employee benefit and retirement-related accounts | $81,000 | 252 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $235,000 | 177 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 108 |
| 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 | $77,000 | 232 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $488,000 | 98 |
| Personal Trust and Agency Accounts | $16,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $337,000 | 42 |
| Corporate Trust and Agency Accounts | $104,000 | 56 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 107 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 34 |
| Other Fiduciary Accounts | $5,000 | 76 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $124,000 | 142 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $331,000 | 48 |
| 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 | $1,368,000 | 151 |
| Number of Managed Accounts | $877,000 | 158 |
| Personal Trust and Agency Accounts | $503,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 145 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 163 |
| Number of other employee benefit and retirement-related accounts | $82,000 | 252 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $236,000 | 174 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 107 |
| 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 | $78,000 | 226 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $491,000 | 99 |
| Personal Trust and Agency Accounts | $13,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $340,000 | 41 |
| Corporate Trust and Agency Accounts | $107,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 107 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 36 |
| Other Fiduciary Accounts | $5,000 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $124,000 | 142 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $334,000 | 48 |
| 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 | $1,369,000 | 161 |
| Number of Managed Accounts | $871,000 | 170 |
| Personal Trust and Agency Accounts | $501,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 186 |
| Number of other employee benefit and retirement-related accounts | $83,000 | 319 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $230,000 | 181 |
| Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 117 |
| 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 | $79,000 | 289 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $498,000 | 115 |
| Personal Trust and Agency Accounts | $13,000 | 387 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 276 |
| Employee Benefit-defined Benefit Accounts | $0 | 217 |
| Number non-managed other employee benefit and retirement-related accounts | $345,000 | 53 |
| Corporate Trust and Agency Accounts | $110,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 198 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 39 |
| Other Fiduciary Accounts | $4,000 | 148 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $127,000 | 195 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $339,000 | 60 |
| 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 | $1,399,000 | 150 |
| Number of Managed Accounts | $881,000 | 159 |
| Personal Trust and Agency Accounts | $500,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 124 |
| Number of other employee benefit and retirement-related accounts | $83,000 | 237 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $237,000 | 164 |
| Number of foundation and endowment trust and agency accounts, managed assets | $37,000 | 104 |
| 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 | $79,000 | 215 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $518,000 | 97 |
| Personal Trust and Agency Accounts | $26,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $0 | 151 |
| Number non-managed other employee benefit and retirement-related accounts | $351,000 | 39 |
| Corporate Trust and Agency Accounts | $110,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 100 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 35 |
| Other Fiduciary Accounts | $4,000 | 86 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $131,000 | 138 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $345,000 | 45 |
| 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 | $1,422,000 | 147 |
| Number of Managed Accounts | $866,000 | 163 |
| Personal Trust and Agency Accounts | $520,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $82,000 | 241 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $202,000 | 186 |
| Number of foundation and endowment trust and agency accounts, managed assets | $37,000 | 100 |
| 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 | $78,000 | 210 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $556,000 | 94 |
| Personal Trust and Agency Accounts | $25,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 200 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $358,000 | 40 |
| Corporate Trust and Agency Accounts | $110,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $38,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 36 |
| Other Fiduciary Accounts | $3,000 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $133,000 | 136 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $352,000 | 44 |
| 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 | $1,432,000 | 147 |
| Number of Managed Accounts | $893,000 | 159 |
| Personal Trust and Agency Accounts | $535,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $85,000 | 236 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $210,000 | 182 |
| Number of foundation and endowment trust and agency accounts, managed assets | $37,000 | 102 |
| 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 | $81,000 | 206 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $539,000 | 101 |
| Personal Trust and Agency Accounts | $24,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $357,000 | 39 |
| Corporate Trust and Agency Accounts | $104,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 32 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 36 |
| Other Fiduciary Accounts | $3,000 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $134,000 | 137 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $351,000 | 42 |
| 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 | $1,442,000 | 156 |
| Number of Managed Accounts | $907,000 | 164 |
| Personal Trust and Agency Accounts | $545,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 136 |
| Number of other employee benefit and retirement-related accounts | $86,000 | 307 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $212,000 | 194 |
| Number of foundation and endowment trust and agency accounts, managed assets | $37,000 | 103 |
| 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 | $82,000 | 267 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $535,000 | 124 |
| Personal Trust and Agency Accounts | $19,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 266 |
| Employee Benefit-defined Benefit Accounts | $0 | 225 |
| Number non-managed other employee benefit and retirement-related accounts | $362,000 | 52 |
| Corporate Trust and Agency Accounts | $101,000 | 66 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 45 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 38 |
| Other Fiduciary Accounts | $1,000 | 193 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $136,000 | 183 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $356,000 | 60 |
| 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 | $1,388,000 | 150 |
| Number of Managed Accounts | $914,000 | 163 |
| Personal Trust and Agency Accounts | $574,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $58,000 | 249 |
| Corporate Trust and Agency Accounts | $1,000 | 80 |
| Number of managed investment management and investment advisory agency accounts | $253,000 | 175 |
| 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 | $474,000 | 108 |
| Personal Trust and Agency Accounts | $20,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $351,000 | 40 |
| Corporate Trust and Agency Accounts | $82,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $182,000 | 117 |
| 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 | $1,054,000 | 200 |
| Number of Managed Accounts | $571,000 | 235 |
| Personal Trust and Agency Accounts | $393,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $26,000 | 291 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $131,000 | 241 |
| 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 | $483,000 | 102 |
| Personal Trust and Agency Accounts | $12,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $0 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $350,000 | 44 |
| Corporate Trust and Agency Accounts | $101,000 | 60 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $146,000 | 142 |
| 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 | $1,063,000 | 200 |
| Number of Managed Accounts | $578,000 | 233 |
| Personal Trust and Agency Accounts | $399,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 127 |
| Number of other employee benefit and retirement-related accounts | $26,000 | 290 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $132,000 | 243 |
| 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 | $485,000 | 106 |
| Personal Trust and Agency Accounts | $12,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $0 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $349,000 | 44 |
| Corporate Trust and Agency Accounts | $104,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $150,000 | 141 |
| 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 | $1,068,000 | 219 |
| Number of Managed Accounts | $581,000 | 254 |
| Personal Trust and Agency Accounts | $404,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 139 |
| Number of other employee benefit and retirement-related accounts | $25,000 | 493 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $131,000 | 291 |
| 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 | $487,000 | 137 |
| Personal Trust and Agency Accounts | $11,000 | 468 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 219 |
| Employee Benefit-defined Benefit Accounts | $0 | 235 |
| Number non-managed other employee benefit and retirement-related accounts | $349,000 | 62 |
| Corporate Trust and Agency Accounts | $107,000 | 66 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $155,000 | 175 |
| 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 | $1,072,000 | 201 |
| Number of Managed Accounts | $582,000 | 235 |
| Personal Trust and Agency Accounts | $405,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 129 |
| Number of other employee benefit and retirement-related accounts | $25,000 | 315 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $131,000 | 253 |
| 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 | $490,000 | 112 |
| Personal Trust and Agency Accounts | $12,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $0 | 163 |
| Number non-managed other employee benefit and retirement-related accounts | $348,000 | 47 |
| Corporate Trust and Agency Accounts | $108,000 | 59 |
| 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 | 115 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $161,000 | 142 |
| 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 | $1,095,000 | 201 |
| Number of Managed Accounts | $592,000 | 231 |
| Personal Trust and Agency Accounts | $418,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 166 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 126 |
| Number of other employee benefit and retirement-related accounts | $25,000 | 322 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $128,000 | 259 |
| 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 | $503,000 | 112 |
| Personal Trust and Agency Accounts | $12,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $348,000 | 47 |
| Corporate Trust and Agency Accounts | $118,000 | 59 |
| 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 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $155,000 | 147 |
| 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 | $1,102,000 | 201 |
| Number of Managed Accounts | $596,000 | 230 |
| Personal Trust and Agency Accounts | $422,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 168 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $27,000 | 321 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $126,000 | 260 |
| 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 | $506,000 | 110 |
| Personal Trust and Agency Accounts | $12,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 176 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $345,000 | 46 |
| Corporate Trust and Agency Accounts | $126,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $147,000 | 150 |
| 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 | $1,111,000 | 204 |
| Number of Managed Accounts | $604,000 | 241 |
| Personal Trust and Agency Accounts | $432,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 217 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 140 |
| Number of other employee benefit and retirement-related accounts | $22,000 | 506 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $128,000 | 296 |
| 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 | $507,000 | 128 |
| Personal Trust and Agency Accounts | $12,000 | 453 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 214 |
| Employee Benefit-defined Benefit Accounts | $0 | 244 |
| Number non-managed other employee benefit and retirement-related accounts | $339,000 | 62 |
| Corporate Trust and Agency Accounts | $133,000 | 60 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 197 |
| 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 | $1,100,000 | 188 |
| Number of Managed Accounts | $599,000 | 225 |
| Personal Trust and Agency Accounts | $430,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 124 |
| Number of other employee benefit and retirement-related accounts | $20,000 | 313 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $127,000 | 251 |
| 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 | $501,000 | 108 |
| Personal Trust and Agency Accounts | $13,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $0 | 170 |
| Number non-managed other employee benefit and retirement-related accounts | $332,000 | 45 |
| Corporate Trust and Agency Accounts | $132,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $130,000 | 155 |
| 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 | $1,116,000 | 188 |
| Number of Managed Accounts | $602,000 | 229 |
| Personal Trust and Agency Accounts | $433,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 119 |
| Number of other employee benefit and retirement-related accounts | $21,000 | 313 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $123,000 | 256 |
| 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 | $514,000 | 109 |
| Personal Trust and Agency Accounts | $13,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number non-managed other employee benefit and retirement-related accounts | $345,000 | 44 |
| Corporate Trust and Agency Accounts | $132,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 113 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $119,000 | 168 |
| 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 | $1,127,000 | 183 |
| Number of Managed Accounts | $607,000 | 230 |
| Personal Trust and Agency Accounts | $434,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 110 |
| Number of other employee benefit and retirement-related accounts | $21,000 | 314 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $125,000 | 252 |
| 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 | $520,000 | 103 |
| Personal Trust and Agency Accounts | $13,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 179 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $352,000 | 42 |
| Corporate Trust and Agency Accounts | $129,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $118,000 | 170 |
| 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 | $1,111,000 | 202 |
| Number of Managed Accounts | $591,000 | 248 |
| Personal Trust and Agency Accounts | $436,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 126 |
| Number of other employee benefit and retirement-related accounts | $12,000 | 567 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $115,000 | 314 |
| 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 | $520,000 | 123 |
| Personal Trust and Agency Accounts | $13,000 | 442 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 225 |
| Employee Benefit-defined Benefit Accounts | $0 | 260 |
| Number non-managed other employee benefit and retirement-related accounts | $354,000 | 54 |
| Corporate Trust and Agency Accounts | $128,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 218 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $135,000 | 205 |
| 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 | $1,119,000 | 189 |
| Number of Managed Accounts | $593,000 | 235 |
| Personal Trust and Agency Accounts | $434,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 170 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 115 |
| Number of other employee benefit and retirement-related accounts | $13,000 | 316 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $118,000 | 256 |
| 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 | $526,000 | 107 |
| Personal Trust and Agency Accounts | $14,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 185 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $356,000 | 42 |
| Corporate Trust and Agency Accounts | $129,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $133,000 | 160 |
| 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 | $1,128,000 | 189 |
| Number of Managed Accounts | $592,000 | 242 |
| Personal Trust and Agency Accounts | $435,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 325 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $118,000 | 257 |
| 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 | $536,000 | 107 |
| Personal Trust and Agency Accounts | $15,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $366,000 | 40 |
| Corporate Trust and Agency Accounts | $129,000 | 61 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 113 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $126,000 | 167 |
| 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 | $1,145,000 | 186 |
| Number of Managed Accounts | $592,000 | 237 |
| Personal Trust and Agency Accounts | $439,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 120 |
| Number of other employee benefit and retirement-related accounts | $12,000 | 329 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $115,000 | 260 |
| 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 | $553,000 | 103 |
| Personal Trust and Agency Accounts | $15,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $365,000 | 41 |
| Corporate Trust and Agency Accounts | $138,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 115 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $109,000 | 177 |
| 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 | $1,145,000 | 194 |
| Number of Managed Accounts | $593,000 | 255 |
| Personal Trust and Agency Accounts | $441,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 230 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 131 |
| Number of other employee benefit and retirement-related accounts | $13,000 | 562 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $112,000 | 315 |
| 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 | $552,000 | 120 |
| Personal Trust and Agency Accounts | $15,000 | 421 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 209 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 201 |
| Number non-managed other employee benefit and retirement-related accounts | $359,000 | 54 |
| Corporate Trust and Agency Accounts | $141,000 | 56 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $110,000 | 237 |
| 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 | $1,143,000 | 178 |
| Number of Managed Accounts | $587,000 | 237 |
| Personal Trust and Agency Accounts | $437,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $15,000 | 306 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $107,000 | 259 |
| 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 | $556,000 | 99 |
| Personal Trust and Agency Accounts | $15,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 153 |
| Number non-managed other employee benefit and retirement-related accounts | $366,000 | 39 |
| Corporate Trust and Agency Accounts | $137,000 | 56 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 118 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $110,000 | 170 |
| 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 | $1,166,000 | 179 |
| Number of Managed Accounts | $590,000 | 235 |
| Personal Trust and Agency Accounts | $434,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 123 |
| Number of other employee benefit and retirement-related accounts | $15,000 | 316 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $107,000 | 264 |
| 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 | $576,000 | 102 |
| Personal Trust and Agency Accounts | $15,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 168 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 151 |
| Number non-managed other employee benefit and retirement-related accounts | $383,000 | 40 |
| Corporate Trust and Agency Accounts | $139,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 119 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $108,000 | 174 |
| 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 | $1,182,000 | 179 |
| Number of Managed Accounts | $591,000 | 234 |
| Personal Trust and Agency Accounts | $437,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 128 |
| Number of other employee benefit and retirement-related accounts | $15,000 | 318 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $107,000 | 262 |
| 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 | $591,000 | 106 |
| Personal Trust and Agency Accounts | $15,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 152 |
| Number non-managed other employee benefit and retirement-related accounts | $398,000 | 39 |
| Corporate Trust and Agency Accounts | $142,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 118 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $91,000 | 200 |
| 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 | $1,027,000 | 211 |
| Number of Managed Accounts | $539,000 | 271 |
| Personal Trust and Agency Accounts | $396,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 212 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 137 |
| Number of other employee benefit and retirement-related accounts | $15,000 | 521 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $95,000 | 342 |
| 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 | $488,000 | 146 |
| Personal Trust and Agency Accounts | $5,000 | 637 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $0 | 292 |
| Number non-managed other employee benefit and retirement-related accounts | $304,000 | 69 |
| Corporate Trust and Agency Accounts | $141,000 | 61 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 238 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $95,000 | 282 |
| 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 | $1,028,000 | 198 |
| Number of Managed Accounts | $546,000 | 244 |
| Personal Trust and Agency Accounts | $405,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 174 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 123 |
| Number of other employee benefit and retirement-related accounts | $14,000 | 310 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $93,000 | 261 |
| 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 | $482,000 | 122 |
| Personal Trust and Agency Accounts | $5,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $0 | 189 |
| Number non-managed other employee benefit and retirement-related accounts | $307,000 | 50 |
| Corporate Trust and Agency Accounts | $132,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $113,000 | 188 |
| 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 | $1,011,000 | 204 |
| Number of Managed Accounts | $544,000 | 246 |
| Personal Trust and Agency Accounts | $405,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $14,000 | 310 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $90,000 | 265 |
| 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 | $467,000 | 129 |
| Personal Trust and Agency Accounts | $5,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $298,000 | 52 |
| Corporate Trust and Agency Accounts | $126,000 | 67 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 113 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $107,000 | 199 |
| 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 | $999,000 | 204 |
| Number of Managed Accounts | $532,000 | 249 |
| Personal Trust and Agency Accounts | $391,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $14,000 | 316 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $92,000 | 266 |
| 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 | $467,000 | 129 |
| Personal Trust and Agency Accounts | $5,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 185 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $300,000 | 51 |
| Corporate Trust and Agency Accounts | $125,000 | 68 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 119 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $104,000 | 206 |
| 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 | $985,000 | 241 |
| Number of Managed Accounts | $521,000 | 278 |
| Personal Trust and Agency Accounts | $390,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 232 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 166 |
| Number of other employee benefit and retirement-related accounts | $14,000 | 533 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $85,000 | 352 |
| 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 | $464,000 | 160 |
| Personal Trust and Agency Accounts | $5,000 | 646 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $0 | 304 |
| Number non-managed other employee benefit and retirement-related accounts | $304,000 | 72 |
| Corporate Trust and Agency Accounts | $117,000 | 82 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 250 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $103,000 | 273 |
| 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 | $983,000 | 220 |
| Number of Managed Accounts | $523,000 | 262 |
| Personal Trust and Agency Accounts | $391,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 152 |
| Number of other employee benefit and retirement-related accounts | $12,000 | 319 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $88,000 | 270 |
| 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 | $460,000 | 143 |
| Personal Trust and Agency Accounts | $5,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 199 |
| Employee Benefit-defined Benefit Accounts | $0 | 213 |
| Number non-managed other employee benefit and retirement-related accounts | $303,000 | 51 |
| Corporate Trust and Agency Accounts | $115,000 | 79 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 137 |
| 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 | $994,000 | 226 |
| Number of Managed Accounts | $521,000 | 262 |
| Personal Trust and Agency Accounts | $385,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 205 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 156 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 326 |
| 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 | $473,000 | 144 |
| Personal Trust and Agency Accounts | $6,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $0 | 214 |
| Number non-managed other employee benefit and retirement-related accounts | $312,000 | 53 |
| Corporate Trust and Agency Accounts | $118,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 140 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $95,000 | 230 |
| 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 | $984,000 | 234 |
| Number of Managed Accounts | $527,000 | 268 |
| Personal Trust and Agency Accounts | $389,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 205 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 159 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 335 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $94,000 | 263 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $457,000 | 150 |
| Personal Trust and Agency Accounts | $6,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 210 |
| Employee Benefit-defined Benefit Accounts | $0 | 215 |
| Number non-managed other employee benefit and retirement-related accounts | $310,000 | 53 |
| Corporate Trust and Agency Accounts | $107,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 146 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $82,000 | 250 |
| 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 | $990,000 | 253 |
| Number of Managed Accounts | $529,000 | 295 |
| Personal Trust and Agency Accounts | $390,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 246 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 186 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 585 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $95,000 | 327 |
| 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 | $461,000 | 168 |
| Personal Trust and Agency Accounts | $5,000 | 673 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 263 |
| Employee Benefit-defined Benefit Accounts | $0 | 309 |
| Number non-managed other employee benefit and retirement-related accounts | $319,000 | 67 |
| Corporate Trust and Agency Accounts | $109,000 | 86 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 261 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $82,000 | 362 |
| 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 | $1,043,000 | 220 |
| Number of Managed Accounts | $535,000 | 273 |
| Personal Trust and Agency Accounts | $385,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 248 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 186 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 517 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $104,000 | 273 |
| 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 | $508,000 | 145 |
| Personal Trust and Agency Accounts | $5,000 | 647 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 259 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 187 |
| Number non-managed other employee benefit and retirement-related accounts | $357,000 | 64 |
| Corporate Trust and Agency Accounts | $115,000 | 94 |
| 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 | $101,000 | 295 |
| 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 |