Home > JPMorgan Chase Bank > Number of Fiduciary and Related Asset Accounts
JPMorgan Chase 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 | $175,606,000 | 8 |
| Number of Managed Accounts | $127,570,000 | 3 |
| Personal Trust and Agency Accounts | $12,657,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $15,512,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $94,950,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,356,000 | 5 |
| Other Fiduciary Accounts | $2,000 | 141 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $11,003,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,487,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $63,935,000 | 3 |
| Number of Non-Managed Accounts | $48,036,000 | 8 |
| Personal Trust and Agency Accounts | $1,431,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $772,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $712,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $201,000 | 87 |
| Corporate Trust and Agency Accounts | $1,685,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $42,554,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $242,000 | 5 |
| Other Fiduciary Accounts | $439,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $621,464,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $355,687,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $33,042,000 | 20 |
| 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 | $173,373,000 | 7 |
| Number of Managed Accounts | $125,937,000 | 3 |
| Personal Trust and Agency Accounts | $12,913,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $15,036,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $93,558,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,328,000 | 5 |
| Other Fiduciary Accounts | $2,000 | 71 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,922,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,011,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $47,436,000 | 7 |
| Personal Trust and Agency Accounts | $1,586,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $766,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $714,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $211,000 | 39 |
| Corporate Trust and Agency Accounts | $1,640,000 | 32 |
| Number of investment management and advisory agency accounts, non-managed assets | $41,840,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $241,000 | 6 |
| Other Fiduciary Accounts | $438,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $609,342,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $352,670,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,543,000 | 18 |
| 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 | $170,050,000 | 8 |
| Number of Managed Accounts | $123,691,000 | 3 |
| Personal Trust and Agency Accounts | $13,076,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $14,383,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $91,817,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,313,000 | 5 |
| Other Fiduciary Accounts | $2,000 | 91 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,979,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,358,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $46,359,000 | 8 |
| Personal Trust and Agency Accounts | $1,635,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $465,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $719,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $212,000 | 76 |
| Corporate Trust and Agency Accounts | $1,630,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | $41,023,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $236,000 | 6 |
| Other Fiduciary Accounts | $439,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $604,757,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $353,506,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,355,000 | 16 |
| 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 | $164,605,000 | 8 |
| Number of Managed Accounts | $120,141,000 | 3 |
| Personal Trust and Agency Accounts | $12,224,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $14,010,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $89,551,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,253,000 | 4 |
| Other Fiduciary Accounts | $2,000 | 72 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,900,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,982,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $44,464,000 | 8 |
| Personal Trust and Agency Accounts | $584,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $459,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $722,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $178,000 | 37 |
| Corporate Trust and Agency Accounts | $1,610,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $40,224,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $226,000 | 7 |
| Other Fiduciary Accounts | $461,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $589,150,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $348,118,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,932,000 | 15 |
| 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 | $162,242,000 | 8 |
| Number of Managed Accounts | $118,962,000 | 3 |
| Personal Trust and Agency Accounts | $12,326,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $13,765,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $88,555,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,219,000 | 4 |
| Other Fiduciary Accounts | $6,000 | 82 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,554,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,758,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $60,681,000 | 3 |
| Number of Non-Managed Accounts | $43,280,000 | 8 |
| Personal Trust and Agency Accounts | $569,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $454,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $711,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 111 |
| Corporate Trust and Agency Accounts | $1,621,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $39,182,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $188,000 | 7 |
| Other Fiduciary Accounts | $473,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $582,305,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $347,056,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,848,000 | 17 |
| 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 | $159,681,000 | 8 |
| Number of Managed Accounts | $117,992,000 | 3 |
| Personal Trust and Agency Accounts | $12,509,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $13,505,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $87,641,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,221,000 | 5 |
| Other Fiduciary Accounts | $9,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,486,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,498,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $41,689,000 | 8 |
| Personal Trust and Agency Accounts | $567,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $379,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $391,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 78 |
| Corporate Trust and Agency Accounts | $1,620,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $37,992,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $190,000 | 7 |
| Other Fiduciary Accounts | $468,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $573,491,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $343,163,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,022,000 | 16 |
| 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 | $158,999,000 | 8 |
| Number of Managed Accounts | $118,494,000 | 3 |
| Personal Trust and Agency Accounts | $12,674,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $348,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $342,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $13,230,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $87,677,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,216,000 | 5 |
| Other Fiduciary Accounts | $7,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,438,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,224,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $40,505,000 | 7 |
| Personal Trust and Agency Accounts | $552,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $93,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 82 |
| Corporate Trust and Agency Accounts | $1,635,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $37,400,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $184,000 | 7 |
| Other Fiduciary Accounts | $481,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $573,362,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $346,534,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,330,000 | 15 |
| 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 | $156,541,000 | 8 |
| Number of Managed Accounts | $116,828,000 | 3 |
| Personal Trust and Agency Accounts | $12,991,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $359,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $343,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $12,934,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $85,990,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,204,000 | 5 |
| Other Fiduciary Accounts | $7,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,253,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,928,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $39,713,000 | 7 |
| Personal Trust and Agency Accounts | $566,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 76 |
| Corporate Trust and Agency Accounts | $1,652,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $36,585,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $168,000 | 7 |
| Other Fiduciary Accounts | $485,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $566,919,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $342,210,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $25,538,000 | 15 |
| 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 | $152,413,000 | 8 |
| Number of Managed Accounts | $113,625,000 | 3 |
| Personal Trust and Agency Accounts | $13,122,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $358,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $346,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $12,528,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $83,103,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,161,000 | 5 |
| Other Fiduciary Accounts | $7,000 | 72 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $9,888,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,523,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $59,744,000 | 2 |
| Number of Non-Managed Accounts | $38,788,000 | 8 |
| Personal Trust and Agency Accounts | $554,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 112 |
| Corporate Trust and Agency Accounts | $1,656,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $35,674,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $166,000 | 7 |
| Other Fiduciary Accounts | $484,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $562,447,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $341,136,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,934,000 | 16 |
| 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 | $148,149,000 | 8 |
| Number of Managed Accounts | $110,464,000 | 3 |
| Personal Trust and Agency Accounts | $13,218,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $380,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $359,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $12,227,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $80,146,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,127,000 | 5 |
| Other Fiduciary Accounts | $7,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $9,582,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,224,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $37,685,000 | 9 |
| Personal Trust and Agency Accounts | $559,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 76 |
| Corporate Trust and Agency Accounts | $1,687,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $34,553,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $151,000 | 7 |
| Other Fiduciary Accounts | $481,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $560,979,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $341,720,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,211,000 | 15 |
| 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 | $143,486,000 | 8 |
| Number of Managed Accounts | $107,836,000 | 3 |
| Personal Trust and Agency Accounts | $13,428,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $372,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $365,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $11,926,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $77,664,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,074,000 | 5 |
| Other Fiduciary Accounts | $7,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $9,375,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,923,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $35,650,000 | 11 |
| Personal Trust and Agency Accounts | $569,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 80 |
| Corporate Trust and Agency Accounts | $1,670,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $32,540,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $139,000 | 7 |
| Other Fiduciary Accounts | $475,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $544,517,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $327,742,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,642,000 | 17 |
| 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 | $139,067,000 | 8 |
| Number of Managed Accounts | $103,912,000 | 3 |
| Personal Trust and Agency Accounts | $13,661,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $376,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $359,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $11,475,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $74,062,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,969,000 | 5 |
| Other Fiduciary Accounts | $10,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $9,261,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,472,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $35,155,000 | 11 |
| Personal Trust and Agency Accounts | $589,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $83,000 | 76 |
| Corporate Trust and Agency Accounts | $1,718,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | $31,954,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $133,000 | 7 |
| Other Fiduciary Accounts | $496,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $529,842,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $317,619,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,991,000 | 17 |
| 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 | $133,527,000 | 8 |
| Number of Managed Accounts | $99,307,000 | 3 |
| Personal Trust and Agency Accounts | $13,827,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $387,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $354,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $11,087,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $69,739,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,898,000 | 5 |
| Other Fiduciary Accounts | $15,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,924,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,080,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $51,894,000 | 2 |
| Number of Non-Managed Accounts | $34,220,000 | 11 |
| Personal Trust and Agency Accounts | $597,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $88,000 | 105 |
| Corporate Trust and Agency Accounts | $1,643,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $31,072,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $130,000 | 9 |
| Other Fiduciary Accounts | $506,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $534,177,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $323,283,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,477,000 | 18 |
| 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 | $130,236,000 | 8 |
| Number of Managed Accounts | $96,442,000 | 3 |
| Personal Trust and Agency Accounts | $14,023,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $377,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $354,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $10,740,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $67,063,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,870,000 | 5 |
| Other Fiduciary Accounts | $15,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,722,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,733,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $33,794,000 | 11 |
| Personal Trust and Agency Accounts | $598,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $90,000 | 73 |
| Corporate Trust and Agency Accounts | $1,564,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $30,719,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $132,000 | 9 |
| Other Fiduciary Accounts | $507,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $523,981,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $317,399,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,940,000 | 17 |
| 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 | $126,573,000 | 8 |
| Number of Managed Accounts | $93,293,000 | 4 |
| Personal Trust and Agency Accounts | $14,050,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $377,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $355,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $10,562,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $64,080,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,854,000 | 5 |
| Other Fiduciary Accounts | $15,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,772,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,554,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $33,280,000 | 11 |
| Personal Trust and Agency Accounts | $453,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $93,000 | 79 |
| Corporate Trust and Agency Accounts | $1,627,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $30,299,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $115,000 | 12 |
| Other Fiduciary Accounts | $507,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $494,674,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $294,593,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,395,000 | 18 |
| 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 | $124,724,000 | 8 |
| Number of Managed Accounts | $92,273,000 | 4 |
| Personal Trust and Agency Accounts | $14,208,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $371,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $352,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $10,316,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $63,195,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,816,000 | 5 |
| Other Fiduciary Accounts | $15,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,973,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,308,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $32,451,000 | 11 |
| Personal Trust and Agency Accounts | $462,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $85,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $92,000 | 76 |
| Corporate Trust and Agency Accounts | $1,634,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,475,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 13 |
| Other Fiduciary Accounts | $510,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $491,180,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $295,618,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,692,000 | 19 |
| 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 | $122,572,000 | 8 |
| Number of Managed Accounts | $90,564,000 | 4 |
| Personal Trust and Agency Accounts | $14,293,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $374,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $348,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $10,050,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $61,690,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,794,000 | 5 |
| Other Fiduciary Accounts | $15,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $9,016,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,044,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $44,053,000 | 4 |
| Number of Non-Managed Accounts | $32,008,000 | 11 |
| Personal Trust and Agency Accounts | $480,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $93,000 | 106 |
| Corporate Trust and Agency Accounts | $1,623,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,015,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $92,000 | 13 |
| Other Fiduciary Accounts | $520,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $484,382,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $289,827,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,125,000 | 18 |
| 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 | $121,996,000 | 8 |
| Number of Managed Accounts | $90,258,000 | 4 |
| Personal Trust and Agency Accounts | $14,639,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $378,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $349,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $9,846,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $61,265,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,766,000 | 5 |
| Other Fiduciary Accounts | $15,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,979,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,840,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,738,000 | 11 |
| Personal Trust and Agency Accounts | $488,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $85,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $97,000 | 77 |
| Corporate Trust and Agency Accounts | $1,741,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,620,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $92,000 | 13 |
| Other Fiduciary Accounts | $510,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $477,135,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $285,015,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,702,000 | 16 |
| 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 | $117,040,000 | 8 |
| Number of Managed Accounts | $90,614,000 | 4 |
| Personal Trust and Agency Accounts | $15,079,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $374,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $348,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $9,652,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $61,393,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,753,000 | 5 |
| Other Fiduciary Accounts | $15,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $9,355,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,647,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $26,426,000 | 13 |
| Personal Trust and Agency Accounts | $514,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $94,000 | 81 |
| Corporate Trust and Agency Accounts | $1,738,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,298,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $112,000 | 12 |
| Other Fiduciary Accounts | $512,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $466,355,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $275,533,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,236,000 | 16 |
| 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 | $116,950,000 | 8 |
| Number of Managed Accounts | $90,814,000 | 4 |
| Personal Trust and Agency Accounts | $15,288,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $369,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $347,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $9,427,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $61,662,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,706,000 | 5 |
| Other Fiduciary Accounts | $15,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $9,939,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,421,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $26,136,000 | 13 |
| Personal Trust and Agency Accounts | $528,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $95,000 | 82 |
| Corporate Trust and Agency Accounts | $1,725,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,003,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $112,000 | 12 |
| Other Fiduciary Accounts | $510,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $468,269,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $280,987,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,711,000 | 15 |
| 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 | $117,361,000 | 8 |
| Number of Managed Accounts | $91,447,000 | 4 |
| Personal Trust and Agency Accounts | $15,476,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $357,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $345,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $9,243,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $62,322,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,687,000 | 5 |
| Other Fiduciary Accounts | $17,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,089,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,237,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $50,159,000 | 3 |
| Number of Non-Managed Accounts | $25,914,000 | 12 |
| Personal Trust and Agency Accounts | $546,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $95,000 | 109 |
| Corporate Trust and Agency Accounts | $1,725,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,769,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $112,000 | 12 |
| Other Fiduciary Accounts | $507,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $444,300,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $260,382,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,277,000 | 16 |
| 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 | $175,926,000 | 7 |
| Number of Managed Accounts | $150,053,000 | 3 |
| Personal Trust and Agency Accounts | $17,405,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $335,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $344,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $27,594,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $103,264,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,092,000 | 10 |
| Other Fiduciary Accounts | $19,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,451,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $27,588,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,873,000 | 12 |
| Personal Trust and Agency Accounts | $589,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $94,000 | 81 |
| Corporate Trust and Agency Accounts | $1,740,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,692,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $79,000 | 15 |
| Other Fiduciary Accounts | $512,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $441,007,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $261,093,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,018,000 | 16 |
| 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 | $177,478,000 | 6 |
| Number of Managed Accounts | $151,697,000 | 3 |
| Personal Trust and Agency Accounts | $17,752,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $316,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $329,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $27,827,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $104,334,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,123,000 | 10 |
| Other Fiduciary Accounts | $16,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,320,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $27,821,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,781,000 | 11 |
| Personal Trust and Agency Accounts | $603,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $95,000 | 81 |
| Corporate Trust and Agency Accounts | $1,743,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,569,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $78,000 | 15 |
| Other Fiduciary Accounts | $525,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $438,092,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $259,232,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,795,000 | 15 |
| 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 | $178,035,000 | 6 |
| Number of Managed Accounts | $152,476,000 | 3 |
| Personal Trust and Agency Accounts | $18,169,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $312,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $324,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $28,176,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $104,333,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,132,000 | 10 |
| Other Fiduciary Accounts | $30,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,148,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $28,170,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,559,000 | 12 |
| Personal Trust and Agency Accounts | $615,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $99,000 | 83 |
| Corporate Trust and Agency Accounts | $1,730,000 | 23 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,308,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $77,000 | 15 |
| Other Fiduciary Accounts | $559,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $438,329,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $261,510,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,898,000 | 16 |
| 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 | $178,180,000 | 6 |
| Number of Managed Accounts | $152,534,000 | 3 |
| Personal Trust and Agency Accounts | $18,483,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $311,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $326,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $28,458,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $103,764,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,162,000 | 11 |
| Other Fiduciary Accounts | $30,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,165,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $28,452,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $78,494,000 | 1 |
| Number of Non-Managed Accounts | $25,646,000 | 12 |
| Personal Trust and Agency Accounts | $631,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $100,000 | 112 |
| Corporate Trust and Agency Accounts | $1,741,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,396,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 15 |
| Other Fiduciary Accounts | $536,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $433,788,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $259,057,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,086,000 | 16 |
| 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 | $182,134,000 | 5 |
| Number of Managed Accounts | $156,202,000 | 3 |
| Personal Trust and Agency Accounts | $18,806,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $308,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $324,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $30,322,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $105,153,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,230,000 | 11 |
| Other Fiduciary Accounts | $59,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,628,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $30,316,000 | 4 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,932,000 | 12 |
| Personal Trust and Agency Accounts | $640,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $97,000 | 78 |
| Corporate Trust and Agency Accounts | $1,695,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,708,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 15 |
| Other Fiduciary Accounts | $537,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $436,052,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $264,852,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,258,000 | 16 |
| 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 | $181,530,000 | 5 |
| Number of Managed Accounts | $155,580,000 | 3 |
| Personal Trust and Agency Accounts | $19,220,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $304,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $326,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $28,878,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $105,515,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,220,000 | 11 |
| Other Fiduciary Accounts | $117,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,699,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $28,872,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,950,000 | 13 |
| Personal Trust and Agency Accounts | $634,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $121,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $96,000 | 79 |
| Corporate Trust and Agency Accounts | $1,726,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,681,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $80,000 | 16 |
| Other Fiduciary Accounts | $555,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $418,073,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $246,556,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,882,000 | 16 |
| 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 | $182,184,000 | 5 |
| Number of Managed Accounts | $156,342,000 | 3 |
| Personal Trust and Agency Accounts | $19,734,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $285,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $329,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $28,211,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $106,289,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,245,000 | 12 |
| Other Fiduciary Accounts | $249,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,506,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $28,210,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,842,000 | 13 |
| Personal Trust and Agency Accounts | $678,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $142,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $101,000 | 78 |
| Corporate Trust and Agency Accounts | $1,759,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,488,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 17 |
| Other Fiduciary Accounts | $547,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $423,493,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $253,400,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,847,000 | 16 |
| 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 | $184,203,000 | 5 |
| Number of Managed Accounts | $158,180,000 | 3 |
| Personal Trust and Agency Accounts | $20,079,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $277,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $343,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $28,753,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $107,111,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,239,000 | 12 |
| Other Fiduciary Accounts | $378,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $10,211,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $28,752,000 | 4 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $99,000 | 38 |
| Number of Non-Managed Accounts | $26,023,000 | 13 |
| Personal Trust and Agency Accounts | $704,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $330,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $114,000 | 103 |
| Corporate Trust and Agency Accounts | $1,690,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,467,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $70,000 | 16 |
| Other Fiduciary Accounts | $583,000 | 16 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $427,466,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $257,551,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,411,000 | 16 |
| 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 | $172,716,000 | 6 |
| Number of Managed Accounts | $167,765,000 | 1 |
| Personal Trust and Agency Accounts | $21,989,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $281,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $424,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $30,196,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $113,046,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,447,000 | 10 |
| Other Fiduciary Accounts | $382,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,259,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $30,195,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,951,000 | 23 |
| Personal Trust and Agency Accounts | $1,729,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $387,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $147,000 | 59 |
| Corporate Trust and Agency Accounts | $1,770,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $182,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $63,000 | 17 |
| Other Fiduciary Accounts | $605,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $509,702,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $296,849,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,943,000 | 15 |
| 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 | $177,511,000 | 5 |
| Number of Managed Accounts | $172,431,000 | 1 |
| Personal Trust and Agency Accounts | $22,755,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $282,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $424,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $30,966,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $116,071,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,533,000 | 9 |
| Other Fiduciary Accounts | $400,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,381,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $30,965,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,080,000 | 23 |
| Personal Trust and Agency Accounts | $1,874,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $403,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $153,000 | 56 |
| Corporate Trust and Agency Accounts | $1,748,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $163,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $62,000 | 17 |
| Other Fiduciary Accounts | $601,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $505,407,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $295,023,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,990,000 | 16 |
| 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 | $182,919,000 | 5 |
| Number of Managed Accounts | $177,887,000 | 1 |
| Personal Trust and Agency Accounts | $23,811,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $275,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $433,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $31,757,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $119,609,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,595,000 | 9 |
| Other Fiduciary Accounts | $407,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,699,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $31,756,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,032,000 | 23 |
| Personal Trust and Agency Accounts | $1,948,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $411,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $145,000 | 62 |
| Corporate Trust and Agency Accounts | $1,621,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $158,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $65,000 | 17 |
| Other Fiduciary Accounts | $595,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $504,542,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $291,755,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,904,000 | 16 |
| 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 | $187,340,000 | 5 |
| Number of Managed Accounts | $183,659,000 | 1 |
| Personal Trust and Agency Accounts | $25,047,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $272,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $413,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $32,466,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $123,415,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,634,000 | 9 |
| Other Fiduciary Accounts | $412,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,940,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $32,465,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $122,591,000 | 1 |
| Number of Non-Managed Accounts | $3,681,000 | 29 |
| Personal Trust and Agency Accounts | $2,004,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $434,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $147,000 | 88 |
| Corporate Trust and Agency Accounts | $137,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $175,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $64,000 | 17 |
| Other Fiduciary Accounts | $619,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $508,073,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $298,586,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,775,000 | 15 |
| 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 | $189,033,000 | 5 |
| Number of Managed Accounts | $185,099,000 | 1 |
| Personal Trust and Agency Accounts | $25,562,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $279,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $406,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $32,132,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $124,619,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,672,000 | 9 |
| Other Fiduciary Accounts | $429,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $9,010,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $32,131,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,934,000 | 27 |
| Personal Trust and Agency Accounts | $2,210,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $439,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $147,000 | 61 |
| Corporate Trust and Agency Accounts | $137,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $168,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $65,000 | 16 |
| Other Fiduciary Accounts | $642,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $499,683,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $293,221,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,536,000 | 16 |
| 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 | $187,363,000 | 5 |
| Number of Managed Accounts | $182,955,000 | 1 |
| Personal Trust and Agency Accounts | $26,265,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $273,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $401,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $31,031,000 | 4 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $122,838,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,699,000 | 9 |
| Other Fiduciary Accounts | $448,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,881,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $31,030,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,408,000 | 24 |
| Personal Trust and Agency Accounts | $2,469,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $235,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $468,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $136,000 | 65 |
| Corporate Trust and Agency Accounts | $135,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $193,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $88,000 | 13 |
| Other Fiduciary Accounts | $684,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $471,007,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $285,978,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,078,000 | 15 |
| 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 | $183,337,000 | 5 |
| Number of Managed Accounts | $178,497,000 | 1 |
| Personal Trust and Agency Accounts | $26,792,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $280,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $394,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $29,919,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $118,912,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,721,000 | 9 |
| Other Fiduciary Accounts | $479,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,165,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $29,916,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,840,000 | 25 |
| Personal Trust and Agency Accounts | $2,663,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $394,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $494,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $140,000 | 68 |
| Corporate Trust and Agency Accounts | $95,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $212,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $87,000 | 14 |
| Other Fiduciary Accounts | $755,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $463,854,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $278,602,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,137,000 | 16 |
| 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 | $180,086,000 | 5 |
| Number of Managed Accounts | $174,487,000 | 1 |
| Personal Trust and Agency Accounts | $27,289,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $265,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $379,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $28,916,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $115,359,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,754,000 | 9 |
| Other Fiduciary Accounts | $525,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $7,486,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $28,914,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $120,338,000 | 1 |
| Number of Non-Managed Accounts | $5,599,000 | 24 |
| Personal Trust and Agency Accounts | $2,838,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $734,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $511,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $146,000 | 96 |
| Corporate Trust and Agency Accounts | $95,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $431,000 | 7 |
| Number (#) individual retirement, health savings, and other similar accounts | $91,000 | 14 |
| Other Fiduciary Accounts | $753,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $469,525,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $284,324,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,053,000 | 16 |
| 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 | $176,820,000 | 5 |
| Number of Managed Accounts | $171,218,000 | 1 |
| Personal Trust and Agency Accounts | $27,656,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $260,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $377,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $27,788,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $112,808,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,793,000 | 9 |
| Other Fiduciary Accounts | $536,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $7,264,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $27,783,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,602,000 | 24 |
| Personal Trust and Agency Accounts | $2,896,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $843,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $518,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $149,000 | 60 |
| Corporate Trust and Agency Accounts | $95,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $231,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $92,000 | 12 |
| Other Fiduciary Accounts | $778,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $488,038,000 | 4 |
| Fiduciary Accounts Held in Foreign Offices | $299,282,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,124,000 | 16 |
| 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 | $172,123,000 | 5 |
| Number of Managed Accounts | $166,392,000 | 1 |
| Personal Trust and Agency Accounts | $28,345,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $194,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $373,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $26,290,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $108,871,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,802,000 | 8 |
| Other Fiduciary Accounts | $517,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $7,197,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $26,286,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,731,000 | 24 |
| Personal Trust and Agency Accounts | $2,944,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $852,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $527,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $186,000 | 57 |
| Corporate Trust and Agency Accounts | $92,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $241,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $94,000 | 12 |
| Other Fiduciary Accounts | $795,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $468,811,000 | 4 |
| Fiduciary Accounts Held in Foreign Offices | $281,073,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,262,000 | 16 |
| 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 | $167,963,000 | 7 |
| Number of Managed Accounts | $161,886,000 | 1 |
| Personal Trust and Agency Accounts | $28,944,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $191,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $378,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $24,269,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $105,709,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,825,000 | 9 |
| Other Fiduciary Accounts | $570,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $7,349,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $24,265,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,077,000 | 26 |
| Personal Trust and Agency Accounts | $3,147,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $923,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $529,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $149,000 | 65 |
| Corporate Trust and Agency Accounts | $92,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $247,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $95,000 | 12 |
| Other Fiduciary Accounts | $895,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $422,552,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $231,357,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,005,000 | 17 |
| 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 | $160,615,000 | 8 |
| Number of Managed Accounts | $154,520,000 | 1 |
| Personal Trust and Agency Accounts | $29,524,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $179,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $367,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $22,350,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $99,664,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,822,000 | 7 |
| Other Fiduciary Accounts | $614,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $7,371,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $22,346,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $108,175,000 | 1 |
| Number of Non-Managed Accounts | $6,095,000 | 25 |
| Personal Trust and Agency Accounts | $3,196,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $989,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $560,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $154,000 | 95 |
| Corporate Trust and Agency Accounts | $92,000 | 56 |
| Number of investment management and advisory agency accounts, non-managed assets | $303,000 | 7 |
| Number (#) individual retirement, health savings, and other similar accounts | $99,000 | 14 |
| Other Fiduciary Accounts | $702,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $487,262,000 | 4 |
| Fiduciary Accounts Held in Foreign Offices | $297,945,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,858,000 | 17 |
| 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 | $160,595,000 | 8 |
| Number of Managed Accounts | $147,815,000 | 2 |
| Personal Trust and Agency Accounts | $30,283,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $175,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $371,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $20,545,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $94,039,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,779,000 | 6 |
| Other Fiduciary Accounts | $623,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $7,471,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $20,541,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,780,000 | 16 |
| Personal Trust and Agency Accounts | $3,193,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,768,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $571,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $155,000 | 64 |
| Corporate Trust and Agency Accounts | $33,000 | 61 |
| Number of investment management and advisory agency accounts, non-managed assets | $263,000 | 7 |
| Number (#) individual retirement, health savings, and other similar accounts | $92,000 | 13 |
| Other Fiduciary Accounts | $705,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $277,610,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $95,741,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,946,000 | 18 |
| 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 | $152,795,000 | 8 |
| Number of Managed Accounts | $140,042,000 | 2 |
| Personal Trust and Agency Accounts | $31,006,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $169,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $381,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $18,753,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $87,317,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,747,000 | 6 |
| Other Fiduciary Accounts | $669,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $7,024,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $18,745,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,753,000 | 17 |
| Personal Trust and Agency Accounts | $3,176,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,840,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $486,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $134,000 | 70 |
| Corporate Trust and Agency Accounts | $37,000 | 60 |
| Number of investment management and advisory agency accounts, non-managed assets | $316,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $95,000 | 13 |
| Other Fiduciary Accounts | $669,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $248,647,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $92,684,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,944,000 | 20 |
| 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 | $140,603,000 | 8 |
| Number of Managed Accounts | $127,645,000 | 2 |
| Personal Trust and Agency Accounts | $31,836,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $163,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $405,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $16,645,000 | 4 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $76,238,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,688,000 | 7 |
| Other Fiduciary Accounts | $670,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $6,557,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,635,000 | 4 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,958,000 | 17 |
| Personal Trust and Agency Accounts | $3,216,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,958,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $486,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $134,000 | 77 |
| Corporate Trust and Agency Accounts | $35,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | $315,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 13 |
| Other Fiduciary Accounts | $724,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $242,509,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $89,679,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,974,000 | 20 |
| 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 | $125,109,000 | 9 |
| Number of Managed Accounts | $111,988,000 | 2 |
| Personal Trust and Agency Accounts | $32,211,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $156,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $418,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $14,175,000 | 4 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $62,677,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,612,000 | 7 |
| Other Fiduciary Accounts | $739,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $5,777,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,154,000 | 4 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $81,444,000 | 2 |
| Number of Non-Managed Accounts | $13,121,000 | 17 |
| Personal Trust and Agency Accounts | $3,297,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,077,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $509,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $136,000 | 107 |
| Corporate Trust and Agency Accounts | $42,000 | 71 |
| Number of investment management and advisory agency accounts, non-managed assets | $313,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 13 |
| Other Fiduciary Accounts | $657,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $242,845,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $89,476,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,967,000 | 18 |
| 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 | $115,713,000 | 10 |
| Number of Managed Accounts | $102,570,000 | 3 |
| Personal Trust and Agency Accounts | $32,595,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $159,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $424,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $11,956,000 | 4 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $55,151,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,567,000 | 7 |
| Other Fiduciary Accounts | $718,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $5,608,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,935,000 | 4 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $13,143,000 | 17 |
| Personal Trust and Agency Accounts | $3,175,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,175,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $520,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $135,000 | 66 |
| Corporate Trust and Agency Accounts | $42,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | $325,000 | 7 |
| Number (#) individual retirement, health savings, and other similar accounts | $84,000 | 11 |
| Other Fiduciary Accounts | $687,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $237,558,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $87,958,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,892,000 | 19 |
| 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 | $102,668,000 | 10 |
| Number of Managed Accounts | $90,250,000 | 3 |
| Personal Trust and Agency Accounts | $30,855,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $458,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $10,067,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $47,527,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,157,000 | 8 |
| Other Fiduciary Accounts | $44,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,971,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,065,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,418,000 | 18 |
| Personal Trust and Agency Accounts | $2,981,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,317,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $509,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $158,000 | 62 |
| Corporate Trust and Agency Accounts | $3,000 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $276,000 | 7 |
| Number (#) individual retirement, health savings, and other similar accounts | $80,000 | 11 |
| Other Fiduciary Accounts | $94,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $180,918,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $34,772,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,416,000 | 18 |
| 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 | $97,060,000 | 10 |
| Number of Managed Accounts | $84,538,000 | 3 |
| Personal Trust and Agency Accounts | $32,066,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $139,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $442,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $8,007,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $42,711,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,126,000 | 9 |
| Other Fiduciary Accounts | $47,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,639,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,005,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,522,000 | 17 |
| Personal Trust and Agency Accounts | $2,998,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,393,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $522,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $163,000 | 58 |
| Corporate Trust and Agency Accounts | $3,000 | 108 |
| Number of investment management and advisory agency accounts, non-managed assets | $279,000 | 7 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 14 |
| Other Fiduciary Accounts | $92,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $177,770,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $34,059,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,674,000 | 17 |
| 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 | $92,226,000 | 9 |
| Number of Managed Accounts | $79,628,000 | 3 |
| Personal Trust and Agency Accounts | $32,625,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $418,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $6,886,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $38,422,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,097,000 | 8 |
| Other Fiduciary Accounts | $47,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,348,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,884,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $64,243,000 | 4 |
| Number of Non-Managed Accounts | $12,598,000 | 16 |
| Personal Trust and Agency Accounts | $3,019,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,421,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $540,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $184,000 | 81 |
| Corporate Trust and Agency Accounts | $3,000 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | $266,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $74,000 | 13 |
| Other Fiduciary Accounts | $91,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $876,423,000 | 3 |
| Fiduciary Accounts Held in Foreign Offices | $33,078,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $727,954,000 | 7 |
| 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 | $90,648,000 | 10 |
| Number of Managed Accounts | $77,969,000 | 3 |
| Personal Trust and Agency Accounts | $33,407,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $107,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $412,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $6,266,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $36,682,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,047,000 | 8 |
| Other Fiduciary Accounts | $48,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,231,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,264,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,679,000 | 17 |
| Personal Trust and Agency Accounts | $2,984,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,525,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $529,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $187,000 | 52 |
| Corporate Trust and Agency Accounts | $3,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $276,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $85,000 | 9 |
| Other Fiduciary Accounts | $90,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $897,881,000 | 3 |
| Fiduciary Accounts Held in Foreign Offices | $31,968,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $753,611,000 | 6 |
| 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 | $88,190,000 | 10 |
| Number of Managed Accounts | $75,364,000 | 3 |
| Personal Trust and Agency Accounts | $33,997,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $383,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $5,770,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $34,081,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $982,000 | 9 |
| Other Fiduciary Accounts | $49,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $3,951,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,768,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $12,826,000 | 17 |
| Personal Trust and Agency Accounts | $3,033,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,580,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $526,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $195,000 | 53 |
| Corporate Trust and Agency Accounts | $3,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $313,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $84,000 | 9 |
| Other Fiduciary Accounts | $92,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $903,732,000 | 3 |
| Fiduciary Accounts Held in Foreign Offices | $30,215,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $762,701,000 | 6 |
| 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 | $85,951,000 | 10 |
| Number of Managed Accounts | $72,923,000 | 4 |
| Personal Trust and Agency Accounts | $34,707,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $395,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $5,573,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $31,176,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $944,000 | 9 |
| Other Fiduciary Accounts | $52,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $3,493,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,570,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $13,028,000 | 17 |
| Personal Trust and Agency Accounts | $3,002,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,798,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $513,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $190,000 | 54 |
| Corporate Trust and Agency Accounts | $3,000 | 119 |
| Number of investment management and advisory agency accounts, non-managed assets | $353,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $80,000 | 11 |
| Other Fiduciary Accounts | $89,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $911,216,000 | 3 |
| Fiduciary Accounts Held in Foreign Offices | $29,211,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $772,127,000 | 5 |
| 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 | $81,592,000 | 10 |
| Number of Managed Accounts | $68,246,000 | 4 |
| Personal Trust and Agency Accounts | $35,175,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $428,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $5,417,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $26,206,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $876,000 | 10 |
| Other Fiduciary Accounts | $67,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $3,257,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,414,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $59,809,000 | 4 |
| Number of Non-Managed Accounts | $13,346,000 | 17 |
| Personal Trust and Agency Accounts | $3,050,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,955,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $536,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $212,000 | 82 |
| Corporate Trust and Agency Accounts | $3,000 | 226 |
| Number of investment management and advisory agency accounts, non-managed assets | $419,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $82,000 | 11 |
| Other Fiduciary Accounts | $89,000 | 40 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $918,724,000 | 3 |
| Fiduciary Accounts Held in Foreign Offices | $28,521,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $781,848,000 | 5 |
| 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 | $87,048,000 | 10 |
| Number of Managed Accounts | $68,253,000 | 4 |
| Personal Trust and Agency Accounts | $35,937,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $529,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $5,175,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $25,588,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $852,000 | 10 |
| Other Fiduciary Accounts | $74,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $3,090,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,172,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,795,000 | 14 |
| Personal Trust and Agency Accounts | $3,108,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,246,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $502,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $238,000 | 50 |
| Corporate Trust and Agency Accounts | $3,000 | 127 |
| Number of investment management and advisory agency accounts, non-managed assets | $523,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $87,000 | 10 |
| Other Fiduciary Accounts | $88,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $927,825,000 | 3 |
| Fiduciary Accounts Held in Foreign Offices | $27,826,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $794,050,000 | 5 |
| 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 | $87,351,000 | 10 |
| Number of Managed Accounts | $68,359,000 | 4 |
| Personal Trust and Agency Accounts | $36,733,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $519,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $5,064,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $25,004,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $863,000 | 10 |
| Other Fiduciary Accounts | $78,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,810,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,061,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,992,000 | 14 |
| Personal Trust and Agency Accounts | $3,138,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,375,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $487,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $225,000 | 51 |
| Corporate Trust and Agency Accounts | $3,000 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $590,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $84,000 | 11 |
| Other Fiduciary Accounts | $90,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $931,233,000 | 3 |
| Fiduciary Accounts Held in Foreign Offices | $27,346,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $796,332,000 | 5 |
| 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 | $90,752,000 | 9 |
| Number of Managed Accounts | $68,286,000 | 4 |
| Personal Trust and Agency Accounts | $37,215,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $95,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $544,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $4,892,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $24,626,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $836,000 | 11 |
| Other Fiduciary Accounts | $78,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,810,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,892,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $22,466,000 | 15 |
| Personal Trust and Agency Accounts | $2,951,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,952,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $524,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $302,000 | 41 |
| Corporate Trust and Agency Accounts | $3,000 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $619,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 24 |
| Other Fiduciary Accounts | $88,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $930,574,000 | 3 |
| Fiduciary Accounts Held in Foreign Offices | $27,058,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $801,821,000 | 5 |
| 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 | $88,670,000 | 10 |
| Number of Managed Accounts | $67,978,000 | 3 |
| Personal Trust and Agency Accounts | $37,675,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $107,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $551,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $4,619,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $24,108,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $834,000 | 13 |
| Other Fiduciary Accounts | $84,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,820,000 | 1 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,619,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $59,960,000 | 3 |
| Number of Non-Managed Accounts | $20,692,000 | 15 |
| Personal Trust and Agency Accounts | $3,016,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,011,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $507,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $344,000 | 56 |
| Corporate Trust and Agency Accounts | $8,000 | 170 |
| Number of investment management and advisory agency accounts, non-managed assets | $691,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 27 |
| Other Fiduciary Accounts | $90,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $936,913,000 | 3 |
| Fiduciary Accounts Held in Foreign Offices | $26,348,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $812,400,000 | 5 |
| 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 | $84,420,000 | 10 |
| Number of Managed Accounts | $73,013,000 | 2 |
| Personal Trust and Agency Accounts | $36,812,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $683,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $5,110,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $28,801,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,484,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,198,000 | 1 |
| 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 | $11,407,000 | 20 |
| Personal Trust and Agency Accounts | $2,431,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,007,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $5,453,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $299,000 | 43 |
| Corporate Trust and Agency Accounts | $9,000 | 106 |
| 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 | $2,208,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $128,522,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $26,496,000 | 3 |
| # 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 | $82,092,000 | 10 |
| Number of Managed Accounts | $71,151,000 | 2 |
| Personal Trust and Agency Accounts | $36,674,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $718,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $5,500,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $26,623,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,510,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,217,000 | 1 |
| 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 | $10,941,000 | 20 |
| Personal Trust and Agency Accounts | $2,166,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,185,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $4,871,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $353,000 | 41 |
| Corporate Trust and Agency Accounts | $15,000 | 92 |
| 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 | $2,351,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $128,726,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $25,093,000 | 3 |
| # 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 | $82,877,000 | 9 |
| Number of Managed Accounts | $70,556,000 | 2 |
| Personal Trust and Agency Accounts | $37,306,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $661,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $5,344,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $25,569,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,546,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,174,000 | 2 |
| 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 | $12,321,000 | 19 |
| Personal Trust and Agency Accounts | $2,178,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,225,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $5,397,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $516,000 | 29 |
| Corporate Trust and Agency Accounts | $21,000 | 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 | $2,984,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $126,678,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $25,444,000 | 3 |
| # 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 | $82,353,000 | 10 |
| Number of Managed Accounts | $70,404,000 | 2 |
| Personal Trust and Agency Accounts | $37,887,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $639,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $5,138,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $25,021,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,583,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,113,000 | 2 |
| 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 | $11,949,000 | 21 |
| Personal Trust and Agency Accounts | $2,194,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,154,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $4,963,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $671,000 | 35 |
| Corporate Trust and Agency Accounts | $301,000 | 46 |
| 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 | $2,666,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $127,614,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $25,554,000 | 3 |
| # 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 | $83,237,000 | 9 |
| Number of Managed Accounts | $69,714,000 | 2 |
| Personal Trust and Agency Accounts | $38,414,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $586,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $4,895,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $24,165,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,532,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,140,000 | 2 |
| 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 | $13,523,000 | 20 |
| Personal Trust and Agency Accounts | $2,214,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,187,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $5,319,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $726,000 | 25 |
| Corporate Trust and Agency Accounts | $929,000 | 27 |
| 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 | $3,148,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $122,260,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $25,089,000 | 3 |
| # 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 | $80,010,000 | 10 |
| Number of Managed Accounts | $66,247,000 | 2 |
| Personal Trust and Agency Accounts | $38,537,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $106,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $527,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $4,443,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $21,103,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,531,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,388,000 | 2 |
| 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 | $13,763,000 | 21 |
| Personal Trust and Agency Accounts | $2,030,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,224,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $5,272,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $792,000 | 25 |
| Corporate Trust and Agency Accounts | $995,000 | 28 |
| 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 | $3,450,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $87,206,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $24,305,000 | 3 |
| # 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 | $79,451,000 | 9 |
| Number of Managed Accounts | $65,701,000 | 2 |
| Personal Trust and Agency Accounts | $39,297,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $549,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $4,070,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $20,137,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,537,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,380,000 | 2 |
| 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 | $13,750,000 | 20 |
| Personal Trust and Agency Accounts | $2,361,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,040,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $4,602,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $856,000 | 24 |
| Corporate Trust and Agency Accounts | $1,033,000 | 27 |
| 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 | $3,858,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $85,486,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $24,854,000 | 3 |
| # 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 | $79,724,000 | 9 |
| Number of Managed Accounts | $65,480,000 | 2 |
| Personal Trust and Agency Accounts | $39,798,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $522,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $3,704,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $19,277,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,062,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,346,000 | 2 |
| 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 | $14,244,000 | 20 |
| Personal Trust and Agency Accounts | $2,576,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,154,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $4,543,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $913,000 | 29 |
| Corporate Trust and Agency Accounts | $1,086,000 | 25 |
| 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 | $3,972,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $77,333,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $24,524,000 | 3 |
| # 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 | $79,606,000 | 9 |
| Number of Managed Accounts | $64,735,000 | 2 |
| Personal Trust and Agency Accounts | $40,467,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $524,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $3,389,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $18,727,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,498,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,232,000 | 2 |
| 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 | $14,871,000 | 20 |
| Personal Trust and Agency Accounts | $2,625,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,221,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $4,984,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $916,000 | 20 |
| Corporate Trust and Agency Accounts | $1,036,000 | 25 |
| 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 | $4,089,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $79,238,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $24,056,000 | 3 |
| # 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 | $80,216,000 | 9 |
| Number of Managed Accounts | $65,618,000 | 2 |
| Personal Trust and Agency Accounts | $41,721,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $548,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $3,220,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $18,260,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,736,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,158,000 | 1 |
| 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 | $14,598,000 | 20 |
| Personal Trust and Agency Accounts | $2,700,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,187,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $4,628,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $912,000 | 20 |
| Corporate Trust and Agency Accounts | $1,009,000 | 26 |
| 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 | $4,162,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $75,905,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $22,732,000 | 3 |
| # 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 | $80,634,000 | 10 |
| Number of Managed Accounts | $65,443,000 | 3 |
| Personal Trust and Agency Accounts | $41,994,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $561,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $3,107,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $17,908,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,740,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,060,000 | 2 |
| 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 | $15,191,000 | 19 |
| Personal Trust and Agency Accounts | $2,720,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,161,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $4,500,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $896,000 | 20 |
| Corporate Trust and Agency Accounts | $1,012,000 | 25 |
| 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 | $4,902,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $74,629,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $22,344,000 | 3 |
| # 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 | $78,862,000 | 10 |
| Number of Managed Accounts | $65,396,000 | 3 |
| Personal Trust and Agency Accounts | $42,408,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $163,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $520,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $3,068,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $17,449,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,788,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $3,685,000 | 3 |
| 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 | $13,466,000 | 19 |
| Personal Trust and Agency Accounts | $2,726,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,087,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $3,391,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $872,000 | 26 |
| Corporate Trust and Agency Accounts | $1,148,000 | 25 |
| 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 | $4,242,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $67,712,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $21,996,000 | 4 |
| # 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 | $45,673,000 | 15 |
| Number of Managed Accounts | $31,040,000 | 11 |
| Personal Trust and Agency Accounts | $17,948,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $168,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $912,000 | 32 |
| Corporate Trust and Agency Accounts | $48,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $10,338,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,612,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $3,649,000 | 3 |
| 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 | $14,633,000 | 18 |
| Personal Trust and Agency Accounts | $1,972,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $379,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $2,199,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $161,000 | 69 |
| Corporate Trust and Agency Accounts | $8,682,000 | 11 |
| 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 | $1,240,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $61,395,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $21,655,000 | 4 |
| # 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 | $44,938,000 | 16 |
| Number of Managed Accounts | $30,609,000 | 10 |
| Personal Trust and Agency Accounts | $18,126,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $171,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $876,000 | 34 |
| Corporate Trust and Agency Accounts | $92,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $9,492,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,837,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $3,030,000 | 3 |
| 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 | $14,329,000 | 19 |
| Personal Trust and Agency Accounts | $2,058,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $338,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $2,192,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $114,000 | 96 |
| Corporate Trust and Agency Accounts | $8,657,000 | 12 |
| 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 | $970,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $59,704,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $19,615,000 | 4 |
| # 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 | $42,544,000 | 17 |
| Number of Managed Accounts | $29,188,000 | 10 |
| Personal Trust and Agency Accounts | $17,240,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 219 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $666,000 | 43 |
| Corporate Trust and Agency Accounts | $92,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $9,393,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,685,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,524,000 | 3 |
| 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 | $13,356,000 | 20 |
| Personal Trust and Agency Accounts | $2,081,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $346,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $2,238,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 190 |
| Corporate Trust and Agency Accounts | $7,942,000 | 12 |
| 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 | $718,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $57,629,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $17,380,000 | 4 |
| # 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 | $42,709,000 | 18 |
| Number of Managed Accounts | $29,674,000 | 10 |
| Personal Trust and Agency Accounts | $18,548,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 276 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $765,000 | 36 |
| Corporate Trust and Agency Accounts | $88,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $8,443,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,716,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,186,000 | 3 |
| 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 | $13,035,000 | 19 |
| Personal Trust and Agency Accounts | $2,184,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $658,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $1,707,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 419 |
| Corporate Trust and Agency Accounts | $7,888,000 | 12 |
| 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 | $575,000 | 17 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $57,984,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $17,749,000 | 4 |
| # 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 | $47,995,000 | 14 |
| Number of Managed Accounts | $30,459,000 | 9 |
| Personal Trust and Agency Accounts | $19,176,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $809,000 | 36 |
| Corporate Trust and Agency Accounts | $98,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $8,518,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,738,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,381,000 | 3 |
| 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 | $17,536,000 | 14 |
| Personal Trust and Agency Accounts | $2,064,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $755,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $1,862,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 216 |
| Corporate Trust and Agency Accounts | $12,582,000 | 9 |
| 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 | $256,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $63,748,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $18,634,000 | 4 |
| # 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 | $47,789,000 | 15 |
| Number of Managed Accounts | $30,619,000 | 9 |
| Personal Trust and Agency Accounts | $19,252,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $829,000 | 32 |
| Corporate Trust and Agency Accounts | $92,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $8,594,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,730,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,509,000 | 3 |
| 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 | $17,170,000 | 17 |
| Personal Trust and Agency Accounts | $2,117,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $686,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $1,797,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 246 |
| Corporate Trust and Agency Accounts | $12,308,000 | 7 |
| 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 | $249,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $65,283,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $18,960,000 | 4 |
| # 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 | $48,024,000 | 14 |
| Number of Managed Accounts | $30,934,000 | 10 |
| Personal Trust and Agency Accounts | $19,457,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 211 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $849,000 | 32 |
| Corporate Trust and Agency Accounts | $99,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $8,649,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,753,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,414,000 | 3 |
| 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 | $17,090,000 | 18 |
| Personal Trust and Agency Accounts | $2,053,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $755,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $1,862,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 259 |
| Corporate Trust and Agency Accounts | $12,158,000 | 7 |
| 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 | $253,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,299,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $18,850,000 | 4 |
| # 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 | $48,740,000 | 14 |
| Number of Managed Accounts | $31,587,000 | 10 |
| Personal Trust and Agency Accounts | $20,494,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 248 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $181,000 | 139 |
| Corporate Trust and Agency Accounts | $100,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $8,942,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,759,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,574,000 | 3 |
| 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 | $17,153,000 | 19 |
| Personal Trust and Agency Accounts | $2,071,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $864,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $1,952,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 681 |
| Corporate Trust and Agency Accounts | $12,262,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 286 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $67,537,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $18,594,000 | 4 |
| # 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 | $47,345,000 | 16 |
| Number of Managed Accounts | $29,706,000 | 11 |
| Personal Trust and Agency Accounts | $20,497,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $183,000 | 123 |
| Corporate Trust and Agency Accounts | $100,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $8,797,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 81 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,457,000 | 3 |
| 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 | $17,639,000 | 18 |
| Personal Trust and Agency Accounts | $2,059,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $986,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $2,116,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 284 |
| Corporate Trust and Agency Accounts | $12,378,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $96,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $67,486,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $18,325,000 | 4 |
| # 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 | $50,740,000 | 14 |
| Number of Managed Accounts | $29,862,000 | 11 |
| Personal Trust and Agency Accounts | $20,957,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $93,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $193,000 | 120 |
| Corporate Trust and Agency Accounts | $100,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $8,387,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 87 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,468,000 | 3 |
| 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 | $20,878,000 | 17 |
| Personal Trust and Agency Accounts | $2,306,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,222,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $2,188,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 294 |
| Corporate Trust and Agency Accounts | $15,062,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $96,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $68,128,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $18,318,000 | 4 |
| # 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 | $51,485,000 | 14 |
| Number of Managed Accounts | $30,148,000 | 11 |
| Personal Trust and Agency Accounts | $21,143,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $193,000 | 120 |
| Corporate Trust and Agency Accounts | $87,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $8,499,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 86 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,406,000 | 3 |
| 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 | $21,337,000 | 17 |
| Personal Trust and Agency Accounts | $2,067,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,300,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $2,264,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 284 |
| Corporate Trust and Agency Accounts | $15,644,000 | 5 |
| 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 | $57,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $67,786,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $17,767,000 | 4 |
| # 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 | $399,412,000 | 5 |
| Number of Managed Accounts | $30,481,000 | 11 |
| Personal Trust and Agency Accounts | $21,528,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $203,000 | 122 |
| Corporate Trust and Agency Accounts | $92,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $8,418,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,000 | 174 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,238,000 | 3 |
| 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 | $368,931,000 | 4 |
| Personal Trust and Agency Accounts | $2,046,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,319,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $2,287,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $346,165,000 | 4 |
| Corporate Trust and Agency Accounts | $16,756,000 | 4 |
| 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 | $358,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $68,646,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $16,954,000 | 4 |
| # 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 | $399,731,000 | 5 |
| Number of Managed Accounts | $33,276,000 | 9 |
| Personal Trust and Agency Accounts | $21,820,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $210,000 | 103 |
| Corporate Trust and Agency Accounts | $102,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $10,926,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,585,000 | 3 |
| 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 | $366,455,000 | 4 |
| Personal Trust and Agency Accounts | $2,028,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,421,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $2,440,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $346,167,000 | 4 |
| Corporate Trust and Agency Accounts | $14,334,000 | 4 |
| 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 | $65,000 | 53 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $75,159,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $22,248,000 | 3 |
| # 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 | $393,697,000 | 6 |
| Number of Managed Accounts | $32,809,000 | 9 |
| Personal Trust and Agency Accounts | $22,275,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $140,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $221,000 | 97 |
| Corporate Trust and Agency Accounts | $102,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $9,986,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,000 | 136 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $3,456,000 | 3 |
| 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 | $360,888,000 | 4 |
| Personal Trust and Agency Accounts | $2,043,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,482,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $2,375,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $340,684,000 | 4 |
| Corporate Trust and Agency Accounts | $14,236,000 | 4 |
| 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 | $68,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $75,587,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $21,326,000 | 2 |
| # 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 | $398,788,000 | 6 |
| Number of Managed Accounts | $32,144,000 | 10 |
| Personal Trust and Agency Accounts | $22,563,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $153,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $227,000 | 95 |
| Corporate Trust and Agency Accounts | $98,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $9,005,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,000 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,206,000 | 3 |
| 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 | $366,644,000 | 4 |
| Personal Trust and Agency Accounts | $2,183,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,516,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $2,426,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $346,157,000 | 4 |
| Corporate Trust and Agency Accounts | $14,298,000 | 5 |
| 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 | $64,000 | 56 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $76,095,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $20,329,000 | 2 |
| # 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 | $382,755,000 | 6 |
| Number of Managed Accounts | $31,379,000 | 10 |
| Personal Trust and Agency Accounts | $22,953,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $162,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $243,000 | 99 |
| Corporate Trust and Agency Accounts | $78,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $7,856,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,000 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,049,000 | 6 |
| 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 | $351,376,000 | 4 |
| Personal Trust and Agency Accounts | $2,089,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,537,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $2,478,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $329,813,000 | 4 |
| Corporate Trust and Agency Accounts | $15,394,000 | 6 |
| 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 | $65,000 | 71 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $74,999,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $19,593,000 | 2 |
| # 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 | $261,648,000 | 6 |
| Number of Managed Accounts | $33,834,000 | 9 |
| Personal Trust and Agency Accounts | $23,604,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $426,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $244,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $818,000 | 27 |
| Corporate Trust and Agency Accounts | $62,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $8,601,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $79,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,205,000 | 3 |
| 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 | $227,814,000 | 4 |
| Personal Trust and Agency Accounts | $3,763,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,611,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $2,783,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $199,765,000 | 3 |
| Corporate Trust and Agency Accounts | $19,790,000 | 4 |
| 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 | $102,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $100,496,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $21,511,000 | 2 |
| # 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 |