Home > The Bank of New York Mellon > Number of Fiduciary and Related Asset Accounts
The Bank of New York Mellon, 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 | $30,637,000 | 23 |
| Number of Managed Accounts | $295,000 | 406 |
| Personal Trust and Agency Accounts | $4,000 | 858 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $31,000 | 487 |
| Corporate Trust and Agency Accounts | $63,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $0 | 613 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,000 | 339 |
| Other Fiduciary Accounts | $117,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $5,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 548 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $30,342,000 | 13 |
| Personal Trust and Agency Accounts | $21,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $395,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $373,000 | 64 |
| Corporate Trust and Agency Accounts | $27,323,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 396 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 22 |
| Other Fiduciary Accounts | $2,111,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $809,690,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $15,791,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $770,882,000 | 8 |
| 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 | $30,555,000 | 22 |
| Number of Managed Accounts | $286,000 | 308 |
| Personal Trust and Agency Accounts | $4,000 | 359 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 183 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $32,000 | 325 |
| Corporate Trust and Agency Accounts | $58,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $0 | 333 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 263 |
| Other Fiduciary Accounts | $113,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $5,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 317 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $30,269,000 | 12 |
| Personal Trust and Agency Accounts | $21,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $396,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $371,000 | 28 |
| Corporate Trust and Agency Accounts | $27,193,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 23 |
| Other Fiduciary Accounts | $2,133,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $811,203,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $15,678,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $772,671,000 | 7 |
| 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 | $30,159,000 | 21 |
| Number of Managed Accounts | $297,000 | 361 |
| Personal Trust and Agency Accounts | $4,000 | 431 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $36,000 | 383 |
| Corporate Trust and Agency Accounts | $63,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $0 | 399 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 295 |
| Other Fiduciary Accounts | $115,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $5,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 385 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $29,862,000 | 12 |
| Personal Trust and Agency Accounts | $21,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $394,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $369,000 | 63 |
| Corporate Trust and Agency Accounts | $26,876,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 289 |
| Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 25 |
| Other Fiduciary Accounts | $2,048,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $812,997,000 | 4 |
| Fiduciary Accounts Held in Foreign Offices | $15,472,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $774,310,000 | 7 |
| 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 | $31,398,000 | 24 |
| Number of Managed Accounts | $298,000 | 316 |
| Personal Trust and Agency Accounts | $5,000 | 357 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $35,000 | 293 |
| Corporate Trust and Agency Accounts | $66,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $0 | 341 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 263 |
| Other Fiduciary Accounts | $112,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $5,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 325 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,100,000 | 14 |
| Personal Trust and Agency Accounts | $21,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $140,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $397,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $352,000 | 26 |
| Corporate Trust and Agency Accounts | $28,092,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 26 |
| Other Fiduciary Accounts | $2,081,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $841,198,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $15,451,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $803,425,000 | 7 |
| 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 | $30,965,000 | 24 |
| Number of Managed Accounts | $314,000 | 407 |
| Personal Trust and Agency Accounts | $5,000 | 859 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $32,000 | 467 |
| Corporate Trust and Agency Accounts | $77,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $0 | 644 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 364 |
| Other Fiduciary Accounts | $119,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $5,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 573 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,000 | 47 |
| Number of Non-Managed Accounts | $30,651,000 | 14 |
| Personal Trust and Agency Accounts | $21,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $408,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $353,000 | 32 |
| Corporate Trust and Agency Accounts | $27,662,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 22 |
| Other Fiduciary Accounts | $2,063,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $805,321,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $15,298,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $768,543,000 | 7 |
| 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 | $30,767,000 | 24 |
| Number of Managed Accounts | $316,000 | 326 |
| Personal Trust and Agency Accounts | $5,000 | 371 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $31,000 | 311 |
| Corporate Trust and Agency Accounts | $77,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $0 | 357 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 273 |
| Other Fiduciary Accounts | $122,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $5,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 340 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $30,451,000 | 13 |
| Personal Trust and Agency Accounts | $21,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $406,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $358,000 | 28 |
| Corporate Trust and Agency Accounts | $27,450,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 23 |
| Other Fiduciary Accounts | $2,077,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $806,145,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $15,184,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $769,726,000 | 7 |
| 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 | $30,195,000 | 22 |
| Number of Managed Accounts | $319,000 | 338 |
| Personal Trust and Agency Accounts | $5,000 | 410 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $31,000 | 356 |
| Corporate Trust and Agency Accounts | $78,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $0 | 397 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 286 |
| Other Fiduciary Accounts | $124,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $5,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 384 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $29,876,000 | 11 |
| Personal Trust and Agency Accounts | $21,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $410,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $348,000 | 28 |
| Corporate Trust and Agency Accounts | $26,948,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
| Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 25 |
| Other Fiduciary Accounts | $2,015,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $811,651,000 | 4 |
| Fiduciary Accounts Held in Foreign Offices | $14,793,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $776,029,000 | 6 |
| 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 | $31,553,000 | 21 |
| Number of Managed Accounts | $317,000 | 296 |
| Personal Trust and Agency Accounts | $5,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $30,000 | 296 |
| Corporate Trust and Agency Accounts | $77,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $0 | 329 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 248 |
| Other Fiduciary Accounts | $119,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 319 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,236,000 | 11 |
| Personal Trust and Agency Accounts | $21,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $140,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $411,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $353,000 | 24 |
| Corporate Trust and Agency Accounts | $28,332,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 25 |
| Other Fiduciary Accounts | $1,962,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $790,599,000 | 4 |
| Fiduciary Accounts Held in Foreign Offices | $14,640,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $755,031,000 | 6 |
| 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 | $30,625,000 | 21 |
| Number of Managed Accounts | $346,000 | 356 |
| Personal Trust and Agency Accounts | $5,000 | 853 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $40,000 | 435 |
| Corporate Trust and Agency Accounts | $80,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $0 | 625 |
| Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 274 |
| Other Fiduciary Accounts | $115,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $4,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 553 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,000 | 37 |
| Number of Non-Managed Accounts | $30,279,000 | 11 |
| Personal Trust and Agency Accounts | $21,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $128,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $402,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $339,000 | 32 |
| Corporate Trust and Agency Accounts | $27,584,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 25 |
| Other Fiduciary Accounts | $1,787,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $835,410,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $14,147,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $798,232,000 | 6 |
| 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 | $29,947,000 | 22 |
| Number of Managed Accounts | $361,000 | 282 |
| Personal Trust and Agency Accounts | $5,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $40,000 | 280 |
| Corporate Trust and Agency Accounts | $87,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $0 | 312 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 213 |
| Other Fiduciary Accounts | $124,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $6,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 306 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $29,586,000 | 12 |
| Personal Trust and Agency Accounts | $25,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $145,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $402,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $339,000 | 28 |
| Corporate Trust and Agency Accounts | $27,080,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 25 |
| Other Fiduciary Accounts | $1,577,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $732,613,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $13,713,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $694,592,000 | 6 |
| 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 | $29,562,000 | 23 |
| Number of Managed Accounts | $357,000 | 323 |
| Personal Trust and Agency Accounts | $5,000 | 394 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 190 |
| Employee Benefit-defined Benefit Accounts | $93,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $41,000 | 330 |
| Corporate Trust and Agency Accounts | $82,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $0 | 375 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 238 |
| Other Fiduciary Accounts | $122,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $6,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 367 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $29,205,000 | 13 |
| Personal Trust and Agency Accounts | $22,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $395,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $337,000 | 29 |
| Corporate Trust and Agency Accounts | $26,740,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 26 |
| Other Fiduciary Accounts | $1,568,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $698,960,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $13,339,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $661,066,000 | 6 |
| 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 | $31,911,000 | 22 |
| Number of Managed Accounts | $365,000 | 285 |
| Personal Trust and Agency Accounts | $5,000 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 176 |
| Employee Benefit-defined Benefit Accounts | $95,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $40,000 | 285 |
| Corporate Trust and Agency Accounts | $85,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $5,000 | 313 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 212 |
| Other Fiduciary Accounts | $121,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $12,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 309 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,546,000 | 12 |
| Personal Trust and Agency Accounts | $15,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $400,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $346,000 | 28 |
| Corporate Trust and Agency Accounts | $29,114,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 29 |
| Other Fiduciary Accounts | $1,528,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $682,986,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $13,431,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $644,007,000 | 6 |
| 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 | $31,438,000 | 22 |
| Number of Managed Accounts | $451,000 | 301 |
| Personal Trust and Agency Accounts | $5,000 | 866 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 218 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $43,000 | 429 |
| Corporate Trust and Agency Accounts | $88,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $62,000 | 384 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 230 |
| Other Fiduciary Accounts | $133,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $72,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 565 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $28,000 | 36 |
| Number of Non-Managed Accounts | $30,987,000 | 12 |
| Personal Trust and Agency Accounts | $13,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $401,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $341,000 | 36 |
| Corporate Trust and Agency Accounts | $28,408,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $135,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 28 |
| Other Fiduciary Accounts | $1,550,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $704,282,000 | 4 |
| Fiduciary Accounts Held in Foreign Offices | $13,413,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $665,044,000 | 6 |
| 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 | $31,267,000 | 23 |
| Number of Managed Accounts | $429,000 | 264 |
| Personal Trust and Agency Accounts | $7,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $46,000 | 278 |
| Corporate Trust and Agency Accounts | $74,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $59,000 | 279 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 192 |
| Other Fiduciary Accounts | $122,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $71,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 311 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $30,838,000 | 12 |
| Personal Trust and Agency Accounts | $13,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $400,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $334,000 | 30 |
| Corporate Trust and Agency Accounts | $28,308,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $137,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 35 |
| Other Fiduciary Accounts | $1,514,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $780,406,000 | 4 |
| Fiduciary Accounts Held in Foreign Offices | $13,350,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $741,096,000 | 6 |
| 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 | $32,086,000 | 23 |
| Number of Managed Accounts | $415,000 | 294 |
| Personal Trust and Agency Accounts | $7,000 | 385 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $48,000 | 322 |
| Corporate Trust and Agency Accounts | $68,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $58,000 | 322 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 205 |
| Other Fiduciary Accounts | $109,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $71,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 359 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,671,000 | 12 |
| Personal Trust and Agency Accounts | $14,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $405,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $338,000 | 33 |
| Corporate Trust and Agency Accounts | $29,049,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $143,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 37 |
| Other Fiduciary Accounts | $1,589,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $792,876,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $13,350,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $753,205,000 | 7 |
| 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 | $31,799,000 | 23 |
| Number of Managed Accounts | $387,000 | 273 |
| Personal Trust and Agency Accounts | $7,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $45,000 | 282 |
| Corporate Trust and Agency Accounts | $71,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $59,000 | 279 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 195 |
| Other Fiduciary Accounts | $85,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $75,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 310 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,412,000 | 12 |
| Personal Trust and Agency Accounts | $14,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $199,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $410,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $336,000 | 31 |
| Corporate Trust and Agency Accounts | $28,769,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $148,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 35 |
| Other Fiduciary Accounts | $1,522,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,114,130,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $12,843,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,073,416,000 | 7 |
| 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 | $31,546,000 | 23 |
| Number of Managed Accounts | $398,000 | 318 |
| Personal Trust and Agency Accounts | $7,000 | 875 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 246 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $48,000 | 425 |
| Corporate Trust and Agency Accounts | $80,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $59,000 | 397 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 234 |
| Other Fiduciary Accounts | $89,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $74,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 570 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $29,000 | 39 |
| Number of Non-Managed Accounts | $31,148,000 | 12 |
| Personal Trust and Agency Accounts | $9,000 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $195,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $409,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $334,000 | 38 |
| Corporate Trust and Agency Accounts | $28,418,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $150,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
| Other Fiduciary Accounts | $1,621,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $34,256,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $13,242,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 659 |
| 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 | $30,798,000 | 22 |
| Number of Managed Accounts | $381,000 | 275 |
| Personal Trust and Agency Accounts | $7,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $41,000 | 292 |
| Corporate Trust and Agency Accounts | $72,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $61,000 | 280 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 195 |
| Other Fiduciary Accounts | $86,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $75,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 315 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $30,417,000 | 12 |
| Personal Trust and Agency Accounts | $9,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $190,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $407,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $337,000 | 30 |
| Corporate Trust and Agency Accounts | $27,720,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $152,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 39 |
| Other Fiduciary Accounts | $1,591,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $34,042,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $12,890,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 314 |
| 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 | $30,105,000 | 22 |
| Number of Managed Accounts | $379,000 | 300 |
| Personal Trust and Agency Accounts | $8,000 | 378 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 180 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $53,000 | 312 |
| Corporate Trust and Agency Accounts | $66,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $53,000 | 317 |
| Number of foundation and endowment trust and agency accounts, managed assets | $16,000 | 197 |
| Other Fiduciary Accounts | $92,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $68,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 351 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $29,726,000 | 11 |
| Personal Trust and Agency Accounts | $10,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $195,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $413,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $345,000 | 32 |
| Corporate Trust and Agency Accounts | $27,400,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $157,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 41 |
| Other Fiduciary Accounts | $1,196,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,750,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $12,242,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 346 |
| 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 | $31,217,000 | 22 |
| Number of Managed Accounts | $374,000 | 306 |
| Personal Trust and Agency Accounts | $11,000 | 381 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 176 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $72,000 | 302 |
| Corporate Trust and Agency Accounts | $67,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $48,000 | 325 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 204 |
| Other Fiduciary Accounts | $77,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $66,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 357 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $30,843,000 | 11 |
| Personal Trust and Agency Accounts | $12,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $411,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $361,000 | 32 |
| Corporate Trust and Agency Accounts | $28,793,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $160,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 45 |
| Other Fiduciary Accounts | $1,018,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,122,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $12,000,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 350 |
| 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 | $31,044,000 | 21 |
| Number of Managed Accounts | $383,000 | 329 |
| Personal Trust and Agency Accounts | $12,000 | 834 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 193 |
| Employee Benefit-defined Benefit Accounts | $78,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $76,000 | 369 |
| Corporate Trust and Agency Accounts | $75,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $44,000 | 448 |
| Number of foundation and endowment trust and agency accounts, managed assets | $16,000 | 220 |
| Other Fiduciary Accounts | $75,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $60,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 592 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $40,000 | 37 |
| Number of Non-Managed Accounts | $30,661,000 | 10 |
| Personal Trust and Agency Accounts | $12,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $418,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $368,000 | 39 |
| Corporate Trust and Agency Accounts | $28,637,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $162,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 46 |
| Other Fiduciary Accounts | $975,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,477,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $11,601,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 671 |
| 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 | $32,558,000 | 22 |
| Number of Managed Accounts | $386,000 | 300 |
| Personal Trust and Agency Accounts | $14,000 | 383 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $83,000 | 288 |
| Corporate Trust and Agency Accounts | $67,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $40,000 | 330 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 190 |
| Other Fiduciary Accounts | $76,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $57,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 359 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $32,172,000 | 11 |
| Personal Trust and Agency Accounts | $11,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $415,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $374,000 | 31 |
| Corporate Trust and Agency Accounts | $30,194,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $159,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 39 |
| Other Fiduciary Accounts | $932,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $31,922,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $11,805,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 350 |
| 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 | $31,252,000 | 21 |
| Number of Managed Accounts | $378,000 | 304 |
| Personal Trust and Agency Accounts | $14,000 | 384 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $82,000 | 291 |
| Corporate Trust and Agency Accounts | $66,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $36,000 | 333 |
| Number of foundation and endowment trust and agency accounts, managed assets | $16,000 | 197 |
| Other Fiduciary Accounts | $76,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $52,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 360 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $30,874,000 | 10 |
| Personal Trust and Agency Accounts | $12,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $419,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $374,000 | 30 |
| Corporate Trust and Agency Accounts | $28,873,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $161,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 37 |
| Other Fiduciary Accounts | $947,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $31,485,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $11,381,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 352 |
| 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 | $31,015,000 | 22 |
| Number of Managed Accounts | $428,000 | 294 |
| Personal Trust and Agency Accounts | $14,000 | 384 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $70,000 | 306 |
| Corporate Trust and Agency Accounts | $70,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $33,000 | 337 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 203 |
| Other Fiduciary Accounts | $137,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $46,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 358 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $30,587,000 | 11 |
| Personal Trust and Agency Accounts | $12,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $413,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $380,000 | 29 |
| Corporate Trust and Agency Accounts | $28,532,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $162,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 38 |
| Other Fiduciary Accounts | $996,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $30,781,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $11,249,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 299 |
| 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 | $30,561,000 | 22 |
| Number of Managed Accounts | $417,000 | 314 |
| Personal Trust and Agency Accounts | $23,000 | 760 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $45,000 | 431 |
| Corporate Trust and Agency Accounts | $64,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $30,000 | 493 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 238 |
| Other Fiduciary Accounts | $151,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $51,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 595 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $36,000 | 40 |
| Number of Non-Managed Accounts | $30,144,000 | 11 |
| Personal Trust and Agency Accounts | $8,000 | 383 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $423,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $384,000 | 37 |
| Corporate Trust and Agency Accounts | $28,104,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $166,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 39 |
| Other Fiduciary Accounts | $965,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $30,823,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $11,203,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 545 |
| 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 | $32,406,000 | 20 |
| Number of Managed Accounts | $432,000 | 287 |
| Personal Trust and Agency Accounts | $26,000 | 373 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $45,000 | 319 |
| Corporate Trust and Agency Accounts | $72,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $30,000 | 340 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 194 |
| Other Fiduciary Accounts | $149,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $52,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 354 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,974,000 | 11 |
| Personal Trust and Agency Accounts | $8,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $427,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $384,000 | 30 |
| Corporate Trust and Agency Accounts | $29,845,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $170,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 35 |
| Other Fiduciary Accounts | $1,045,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $30,383,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $11,614,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 291 |
| 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 | $33,744,000 | 21 |
| Number of Managed Accounts | $450,000 | 285 |
| Personal Trust and Agency Accounts | $24,000 | 372 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $50,000 | 317 |
| Corporate Trust and Agency Accounts | $75,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $30,000 | 342 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 190 |
| Other Fiduciary Accounts | $153,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $50,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 355 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $33,294,000 | 11 |
| Personal Trust and Agency Accounts | $8,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $624,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $494,000 | 26 |
| Corporate Trust and Agency Accounts | $30,561,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $182,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 34 |
| Other Fiduciary Accounts | $1,292,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $35,501,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $11,609,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 287 |
| 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 | $32,111,000 | 21 |
| Number of Managed Accounts | $433,000 | 288 |
| Personal Trust and Agency Accounts | $24,000 | 375 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $47,000 | 322 |
| Corporate Trust and Agency Accounts | $63,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $27,000 | 346 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 185 |
| Other Fiduciary Accounts | $153,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $49,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 358 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,678,000 | 11 |
| Personal Trust and Agency Accounts | $8,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $431,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $383,000 | 33 |
| Corporate Trust and Agency Accounts | $29,442,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $199,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 35 |
| Other Fiduciary Accounts | $1,116,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $31,064,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $12,249,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 288 |
| 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 | $32,524,000 | 21 |
| Number of Managed Accounts | $395,000 | 318 |
| Personal Trust and Agency Accounts | $26,000 | 767 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 186 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $26,000 | 483 |
| Corporate Trust and Agency Accounts | $64,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 529 |
| Number of foundation and endowment trust and agency accounts, managed assets | $13,000 | 238 |
| Other Fiduciary Accounts | $147,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $39,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 609 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $27,000 | 41 |
| Number of Non-Managed Accounts | $32,129,000 | 11 |
| Personal Trust and Agency Accounts | $8,000 | 388 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $422,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $379,000 | 40 |
| Corporate Trust and Agency Accounts | $29,789,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $208,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 36 |
| Other Fiduciary Accounts | $1,212,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,117,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $13,917,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 479 |
| 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 | $33,382,000 | 21 |
| Number of Managed Accounts | $440,000 | 282 |
| Personal Trust and Agency Accounts | $30,000 | 378 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $60,000 | 299 |
| Corporate Trust and Agency Accounts | $66,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $21,000 | 348 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 202 |
| Other Fiduciary Accounts | $139,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $44,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 357 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $32,942,000 | 11 |
| Personal Trust and Agency Accounts | $9,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $774,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $557,000 | 24 |
| Corporate Trust and Agency Accounts | $29,832,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $221,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 30 |
| Other Fiduciary Accounts | $1,407,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,840,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $14,707,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 110 |
| 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 | $28,445,000 | 23 |
| Number of Managed Accounts | $440,000 | 283 |
| Personal Trust and Agency Accounts | $30,000 | 379 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $111,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $56,000 | 307 |
| Corporate Trust and Agency Accounts | $64,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $21,000 | 352 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 194 |
| Other Fiduciary Accounts | $132,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $44,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 353 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $28,005,000 | 12 |
| Personal Trust and Agency Accounts | $9,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $872,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $613,000 | 23 |
| Corporate Trust and Agency Accounts | $24,835,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $221,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 22 |
| Other Fiduciary Accounts | $1,311,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $30,297,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $15,143,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $142,000 | 77 |
| 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 | $34,102,000 | 21 |
| Number of Managed Accounts | $408,000 | 291 |
| Personal Trust and Agency Accounts | $31,000 | 379 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 167 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $38,000 | 328 |
| Corporate Trust and Agency Accounts | $67,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $16,000 | 355 |
| Number of foundation and endowment trust and agency accounts, managed assets | $13,000 | 202 |
| Other Fiduciary Accounts | $135,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $38,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 351 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $33,694,000 | 11 |
| Personal Trust and Agency Accounts | $8,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $876,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $618,000 | 23 |
| Corporate Trust and Agency Accounts | $30,531,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $228,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $40,000 | 18 |
| Other Fiduciary Accounts | $1,261,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,370,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $15,730,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $157,000 | 74 |
| 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 | $35,312,000 | 19 |
| Number of Managed Accounts | $408,000 | 308 |
| Personal Trust and Agency Accounts | $31,000 | 742 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $35,000 | 462 |
| Corporate Trust and Agency Accounts | $70,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $14,000 | 581 |
| Number of foundation and endowment trust and agency accounts, managed assets | $13,000 | 235 |
| Other Fiduciary Accounts | $136,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $37,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 572 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $34,000 | 44 |
| Number of Non-Managed Accounts | $34,904,000 | 10 |
| Personal Trust and Agency Accounts | $8,000 | 399 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $106,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $863,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $619,000 | 25 |
| Corporate Trust and Agency Accounts | $32,904,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $233,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $45,000 | 18 |
| Other Fiduciary Accounts | $126,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $30,567,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $16,175,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $163,000 | 106 |
| 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 | $35,701,000 | 19 |
| Number of Managed Accounts | $416,000 | 288 |
| Personal Trust and Agency Accounts | $33,000 | 372 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 164 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $39,000 | 323 |
| Corporate Trust and Agency Accounts | $77,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $11,000 | 359 |
| Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 214 |
| Other Fiduciary Accounts | $133,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $32,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 347 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $35,285,000 | 10 |
| Personal Trust and Agency Accounts | $10,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $494,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $454,000 | 25 |
| Corporate Trust and Agency Accounts | $33,025,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $227,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $43,000 | 17 |
| Other Fiduciary Accounts | $962,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,335,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $17,171,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $307,000 | 47 |
| 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 | $35,428,000 | 19 |
| Number of Managed Accounts | $435,000 | 288 |
| Personal Trust and Agency Accounts | $33,000 | 376 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $46,000 | 318 |
| Corporate Trust and Agency Accounts | $73,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $12,000 | 361 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 200 |
| Other Fiduciary Accounts | $137,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $34,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 343 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $34,993,000 | 10 |
| Personal Trust and Agency Accounts | $9,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $70,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $481,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $472,000 | 24 |
| Corporate Trust and Agency Accounts | $32,836,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $228,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $48,000 | 17 |
| Other Fiduciary Accounts | $849,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,847,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $17,668,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $163,000 | 77 |
| 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 | $31,875,000 | 20 |
| Number of Managed Accounts | $441,000 | 284 |
| Personal Trust and Agency Accounts | $34,000 | 376 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $45,000 | 312 |
| Corporate Trust and Agency Accounts | $78,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $4,000 | 369 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 200 |
| Other Fiduciary Accounts | $137,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $30,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 343 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,434,000 | 11 |
| Personal Trust and Agency Accounts | $9,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $106,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $880,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $752,000 | 18 |
| Corporate Trust and Agency Accounts | $23,451,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $135,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $92,000 | 13 |
| Other Fiduciary Accounts | $6,009,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $51,199,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $22,223,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $213,000 | 66 |
| 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 | $33,409,000 | 20 |
| Number of Managed Accounts | $497,000 | 284 |
| Personal Trust and Agency Accounts | $34,000 | 740 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 176 |
| Employee Benefit-defined Benefit Accounts | $119,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $50,000 | 412 |
| Corporate Trust and Agency Accounts | $86,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $5,000 | 671 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 217 |
| Other Fiduciary Accounts | $174,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $37,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 579 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $24,000 | 47 |
| Number of Non-Managed Accounts | $32,912,000 | 12 |
| Personal Trust and Agency Accounts | $10,000 | 396 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $106,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $848,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $694,000 | 25 |
| Corporate Trust and Agency Accounts | $24,282,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $124,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $79,000 | 16 |
| Other Fiduciary Accounts | $6,769,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $34,274,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $19,606,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $186,000 | 102 |
| 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 | $45,223,000 | 17 |
| Number of Managed Accounts | $489,000 | 269 |
| Personal Trust and Agency Accounts | $41,000 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $111,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $44,000 | 315 |
| Corporate Trust and Agency Accounts | $97,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $0 | 375 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 197 |
| Other Fiduciary Accounts | $168,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $36,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 343 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $44,734,000 | 9 |
| Personal Trust and Agency Accounts | $10,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $782,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $663,000 | 22 |
| Corporate Trust and Agency Accounts | $36,265,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $125,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $62,000 | 17 |
| Other Fiduciary Accounts | $6,722,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,025,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $32,237,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $163,000 | 74 |
| 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 | $75,727,000 | 12 |
| Number of Managed Accounts | $851,000 | 192 |
| Personal Trust and Agency Accounts | $42,000 | 368 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $51,000 | 307 |
| Corporate Trust and Agency Accounts | $404,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $0 | 375 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 197 |
| Other Fiduciary Accounts | $212,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $30,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 343 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $74,876,000 | 8 |
| Personal Trust and Agency Accounts | $13,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $106,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $828,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $903,000 | 19 |
| Corporate Trust and Agency Accounts | $56,387,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $126,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $67,000 | 18 |
| Other Fiduciary Accounts | $16,446,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $84,244,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $47,919,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $160,000 | 74 |
| 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 | $76,453,000 | 13 |
| Number of Managed Accounts | $677,000 | 227 |
| Personal Trust and Agency Accounts | $48,000 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $57,000 | 301 |
| Corporate Trust and Agency Accounts | $215,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $0 | 379 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 193 |
| Other Fiduciary Accounts | $215,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $30,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 346 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $75,776,000 | 9 |
| Personal Trust and Agency Accounts | $14,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $839,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $930,000 | 20 |
| Corporate Trust and Agency Accounts | $57,674,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $128,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $69,000 | 18 |
| Other Fiduciary Accounts | $16,014,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $84,210,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $47,459,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $145,000 | 88 |
| 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 | $84,001,000 | 12 |
| Number of Managed Accounts | $924,000 | 182 |
| Personal Trust and Agency Accounts | $46,000 | 667 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $64,000 | 367 |
| Corporate Trust and Agency Accounts | $412,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $1,000 | 731 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 221 |
| Other Fiduciary Accounts | $256,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $69,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 561 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $26,000 | 50 |
| Number of Non-Managed Accounts | $83,077,000 | 8 |
| Personal Trust and Agency Accounts | $15,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $831,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $1,605,000 | 15 |
| Corporate Trust and Agency Accounts | $64,841,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $130,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $70,000 | 20 |
| Other Fiduciary Accounts | $15,469,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $83,950,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $53,919,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $143,000 | 128 |
| 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 | $88,668,000 | 12 |
| Number of Managed Accounts | $938,000 | 170 |
| Personal Trust and Agency Accounts | $47,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $69,000 | 274 |
| Corporate Trust and Agency Accounts | $428,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $0 | 359 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 183 |
| Other Fiduciary Accounts | $251,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $64,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 327 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $87,730,000 | 8 |
| Personal Trust and Agency Accounts | $16,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $833,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $1,614,000 | 16 |
| Corporate Trust and Agency Accounts | $64,311,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $129,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $70,000 | 19 |
| Other Fiduciary Accounts | $20,638,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $82,675,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $53,070,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $143,000 | 84 |
| 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 | $87,501,000 | 12 |
| Number of Managed Accounts | $935,000 | 164 |
| Personal Trust and Agency Accounts | $52,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $71,000 | 274 |
| Corporate Trust and Agency Accounts | $420,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $0 | 360 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 183 |
| Other Fiduciary Accounts | $251,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $64,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,000 | 322 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $86,566,000 | 8 |
| Personal Trust and Agency Accounts | $16,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $829,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $1,630,000 | 16 |
| Corporate Trust and Agency Accounts | $64,214,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $131,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $70,000 | 19 |
| Other Fiduciary Accounts | $19,556,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $83,825,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $52,885,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $163,000 | 74 |
| 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 | $84,949,000 | 13 |
| Number of Managed Accounts | $937,000 | 165 |
| Personal Trust and Agency Accounts | $55,000 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $78,000 | 268 |
| Corporate Trust and Agency Accounts | $423,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $0 | 363 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 177 |
| Other Fiduciary Accounts | $237,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $60,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,000 | 319 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $84,012,000 | 9 |
| Personal Trust and Agency Accounts | $15,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $835,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,715,000 | 17 |
| Corporate Trust and Agency Accounts | $63,403,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $130,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 18 |
| Other Fiduciary Accounts | $17,721,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $84,493,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $51,071,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $163,000 | 83 |
| 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 | $85,389,000 | 13 |
| Number of Managed Accounts | $728,000 | 207 |
| Personal Trust and Agency Accounts | $61,000 | 619 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $85,000 | 317 |
| Corporate Trust and Agency Accounts | $195,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $0 | 772 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 198 |
| Other Fiduciary Accounts | $238,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $149,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,000 | 545 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $32,000 | 54 |
| Number of Non-Managed Accounts | $84,661,000 | 9 |
| Personal Trust and Agency Accounts | $16,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $866,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,927,000 | 18 |
| Corporate Trust and Agency Accounts | $64,497,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $134,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 16 |
| Other Fiduciary Accounts | $17,020,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $83,200,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $55,293,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $158,000 | 129 |
| 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 | $86,160,000 | 12 |
| Number of Managed Accounts | $1,004,000 | 151 |
| Personal Trust and Agency Accounts | $54,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $258,000 | 141 |
| Corporate Trust and Agency Accounts | $199,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $0 | 344 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 59 |
| Other Fiduciary Accounts | $274,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $59,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,000 | 298 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $85,156,000 | 9 |
| Personal Trust and Agency Accounts | $15,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $826,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $1,723,000 | 15 |
| Corporate Trust and Agency Accounts | $64,916,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $135,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $70,000 | 16 |
| Other Fiduciary Accounts | $17,345,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $76,932,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $55,611,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $150,000 | 79 |
| 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 | $84,262,000 | 13 |
| Number of Managed Accounts | $994,000 | 152 |
| Personal Trust and Agency Accounts | $54,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $116,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $260,000 | 138 |
| Corporate Trust and Agency Accounts | $188,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $0 | 348 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 59 |
| Other Fiduciary Accounts | $271,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $58,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,000 | 298 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $83,268,000 | 9 |
| Personal Trust and Agency Accounts | $14,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $140,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $832,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,595,000 | 16 |
| Corporate Trust and Agency Accounts | $63,811,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $142,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 10 |
| Other Fiduciary Accounts | $16,653,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $75,643,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $52,903,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $152,000 | 77 |
| 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 | $83,734,000 | 13 |
| Number of Managed Accounts | $1,005,000 | 151 |
| Personal Trust and Agency Accounts | $54,000 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $122,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $267,000 | 132 |
| Corporate Trust and Agency Accounts | $189,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $0 | 346 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 58 |
| Other Fiduciary Accounts | $264,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $56,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,000 | 296 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $82,729,000 | 9 |
| Personal Trust and Agency Accounts | $15,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $850,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,478,000 | 17 |
| Corporate Trust and Agency Accounts | $63,701,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $148,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $83,000 | 11 |
| Other Fiduciary Accounts | $16,310,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $73,910,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $51,657,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $158,000 | 75 |
| 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 | $40,339,000 | 16 |
| Number of Managed Accounts | $445,000 | 303 |
| Personal Trust and Agency Accounts | $79,000 | 539 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 548 |
| Employee Benefit-defined Benefit Accounts | $0 | 330 |
| Number of other employee benefit and retirement-related accounts | $0 | 749 |
| Corporate Trust and Agency Accounts | $206,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $2,000 | 742 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 361 |
| Other Fiduciary Accounts | $155,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $155,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 656 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $39,894,000 | 9 |
| Personal Trust and Agency Accounts | $12,000 | 376 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $488,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 779 |
| Corporate Trust and Agency Accounts | $38,640,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $678,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $541,168,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $216,325,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $130,628,000 | 10 |
| 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 | $40,819,000 | 15 |
| Number of Managed Accounts | $460,000 | 260 |
| Personal Trust and Agency Accounts | $83,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 293 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $0 | 352 |
| Corporate Trust and Agency Accounts | $217,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $2,000 | 349 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 237 |
| Other Fiduciary Accounts | $155,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $150,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 320 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $40,359,000 | 9 |
| Personal Trust and Agency Accounts | $13,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $492,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 325 |
| Corporate Trust and Agency Accounts | $39,074,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $706,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $533,177,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $196,563,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $133,465,000 | 9 |
| 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 | $41,227,000 | 13 |
| Number of Managed Accounts | $458,000 | 259 |
| Personal Trust and Agency Accounts | $89,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 299 |
| Employee Benefit-defined Benefit Accounts | $0 | 223 |
| Number of other employee benefit and retirement-related accounts | $0 | 358 |
| Corporate Trust and Agency Accounts | $214,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $2,000 | 356 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 232 |
| Other Fiduciary Accounts | $150,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $150,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 322 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $40,769,000 | 9 |
| Personal Trust and Agency Accounts | $13,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $511,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
| Corporate Trust and Agency Accounts | $39,664,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $503,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $519,509,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $175,644,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $136,051,000 | 9 |
| 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 | $41,842,000 | 13 |
| Number of Managed Accounts | $455,000 | 263 |
| Personal Trust and Agency Accounts | $94,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 306 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $0 | 363 |
| Corporate Trust and Agency Accounts | $210,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $2,000 | 360 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 236 |
| Other Fiduciary Accounts | $146,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $146,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 325 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $41,387,000 | 9 |
| Personal Trust and Agency Accounts | $14,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $515,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
| Corporate Trust and Agency Accounts | $40,190,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $591,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $523,759,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $172,482,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $139,771,000 | 9 |
| 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 | $41,759,000 | 13 |
| Number of Managed Accounts | $433,000 | 314 |
| Personal Trust and Agency Accounts | $101,000 | 472 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 583 |
| Employee Benefit-defined Benefit Accounts | $0 | 357 |
| Number of other employee benefit and retirement-related accounts | $0 | 767 |
| Corporate Trust and Agency Accounts | $194,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $3,000 | 759 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 373 |
| Other Fiduciary Accounts | $132,000 | 8 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $132,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 656 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $41,326,000 | 9 |
| Personal Trust and Agency Accounts | $14,000 | 375 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $540,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 797 |
| Corporate Trust and Agency Accounts | $40,163,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $528,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $525,201,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $169,757,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $142,982,000 | 9 |
| 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 | $41,341,000 | 13 |
| Number of Managed Accounts | $430,000 | 268 |
| Personal Trust and Agency Accounts | $116,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 232 |
| Number of other employee benefit and retirement-related accounts | $0 | 349 |
| Corporate Trust and Agency Accounts | $180,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $6,000 | 344 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 233 |
| Other Fiduciary Accounts | $125,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $125,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 312 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $40,911,000 | 9 |
| Personal Trust and Agency Accounts | $14,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $549,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 311 |
| Corporate Trust and Agency Accounts | $39,733,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $532,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $529,428,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $168,493,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $146,734,000 | 9 |
| 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 | $42,214,000 | 13 |
| Number of Managed Accounts | $490,000 | 250 |
| Personal Trust and Agency Accounts | $135,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 299 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $0 | 350 |
| Corporate Trust and Agency Accounts | $218,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $8,000 | 343 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 224 |
| Other Fiduciary Accounts | $125,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $125,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 307 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $41,724,000 | 9 |
| Personal Trust and Agency Accounts | $16,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $565,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
| Corporate Trust and Agency Accounts | $40,514,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $543,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $529,528,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $165,987,000 | 2 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $149,577,000 | 9 |
| 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 | $43,835,000 | 13 |
| Number of Managed Accounts | $493,000 | 248 |
| Personal Trust and Agency Accounts | $171,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 304 |
| Employee Benefit-defined Benefit Accounts | $0 | 230 |
| Number of other employee benefit and retirement-related accounts | $5,000 | 336 |
| Corporate Trust and Agency Accounts | $177,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $11,000 | 343 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 222 |
| Other Fiduciary Accounts | $125,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $125,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 298 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $43,342,000 | 9 |
| Personal Trust and Agency Accounts | $17,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $577,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 297 |
| Corporate Trust and Agency Accounts | $42,108,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $550,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $532,704,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $166,011,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $152,592,000 | 7 |
| 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 | $44,461,000 | 14 |
| Number of Managed Accounts | $460,000 | 300 |
| Personal Trust and Agency Accounts | $194,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 604 |
| Employee Benefit-defined Benefit Accounts | $0 | 372 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 640 |
| Corporate Trust and Agency Accounts | $168,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $42,000 | 486 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 327 |
| Other Fiduciary Accounts | $46,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $46,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,000 | 552 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $44,001,000 | 9 |
| Personal Trust and Agency Accounts | $20,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $580,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 703 |
| Corporate Trust and Agency Accounts | $42,751,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 139 |
| Other Fiduciary Accounts | $558,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $538,264,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $164,895,000 | 1 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $155,838,000 | 8 |
| 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 | $45,374,000 | 17 |
| Number of Managed Accounts | $621,000 | 225 |
| Personal Trust and Agency Accounts | $233,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 294 |
| Employee Benefit-defined Benefit Accounts | $0 | 220 |
| Number of other employee benefit and retirement-related accounts | $14,000 | 301 |
| Corporate Trust and Agency Accounts | $179,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $62,000 | 290 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $133,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $130,000 | 5 |
| 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 | $44,753,000 | 11 |
| Personal Trust and Agency Accounts | $31,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $593,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 246 |
| Corporate Trust and Agency Accounts | $43,462,000 | 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 | $571,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $540,136,000 | 4 |
| Fiduciary Accounts Held in Foreign Offices | $163,835,000 | 1 |
| # 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 | $56,626,000 | 15 |
| Number of Managed Accounts | $10,426,000 | 22 |
| Personal Trust and Agency Accounts | $5,260,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $584,000 | 52 |
| Corporate Trust and Agency Accounts | $185,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $3,976,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $405,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $455,000 | 4 |
| 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 | $46,200,000 | 11 |
| Personal Trust and Agency Accounts | $298,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $609,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $540,000 | 29 |
| Corporate Trust and Agency Accounts | $44,041,000 | 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 | $604,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $550,130,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $163,207,000 | 1 |
| # 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 | $57,583,000 | 13 |
| Number of Managed Accounts | $10,307,000 | 22 |
| Personal Trust and Agency Accounts | $5,145,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 88 |
| Number of other employee benefit and retirement-related accounts | $596,000 | 51 |
| Corporate Trust and Agency Accounts | $202,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $4,054,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $293,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $342,000 | 4 |
| 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 | $47,276,000 | 10 |
| Personal Trust and Agency Accounts | $304,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $111,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $618,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $569,000 | 26 |
| Corporate Trust and Agency Accounts | $45,060,000 | 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 | $614,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $370,760,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $159,781,000 | 1 |
| # 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 | $89,047,000 | 9 |
| Number of Managed Accounts | $10,889,000 | 22 |
| Personal Trust and Agency Accounts | $5,667,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 222 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 162 |
| Number of other employee benefit and retirement-related accounts | $607,000 | 53 |
| Corporate Trust and Agency Accounts | $169,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $4,134,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $295,000 | 11 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $347,000 | 4 |
| 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 | $78,158,000 | 9 |
| Personal Trust and Agency Accounts | $310,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $638,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $595,000 | 38 |
| Corporate Trust and Agency Accounts | $75,869,000 | 3 |
| 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 | $630,000 | 14 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $372,363,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $157,791,000 | 1 |
| # 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 | $56,908,000 | 14 |
| Number of Managed Accounts | $10,842,000 | 21 |
| Personal Trust and Agency Accounts | $5,720,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 179 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 142 |
| Number of other employee benefit and retirement-related accounts | $598,000 | 51 |
| Corporate Trust and Agency Accounts | $97,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $4,134,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $276,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $18,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $46,066,000 | 10 |
| Personal Trust and Agency Accounts | $322,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $117,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $645,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $612,000 | 29 |
| Corporate Trust and Agency Accounts | $43,733,000 | 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 | $637,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $403,529,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $164,906,000 | 1 |
| # 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 | $70,049,000 | 12 |
| Number of Managed Accounts | $12,092,000 | 20 |
| Personal Trust and Agency Accounts | $6,841,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $670,000 | 47 |
| Corporate Trust and Agency Accounts | $119,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $4,401,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $190,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $57,957,000 | 10 |
| Personal Trust and Agency Accounts | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $69,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $941,000 | 23 |
| Corporate Trust and Agency Accounts | $56,865,000 | 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 | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $312,230,000 | 5 |
| Fiduciary Accounts Held in Foreign Offices | $172,076,000 | 1 |
| # 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 | $69,628,000 | 10 |
| Number of Managed Accounts | $11,916,000 | 21 |
| Personal Trust and Agency Accounts | $6,884,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 152 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $610,000 | 50 |
| Corporate Trust and Agency Accounts | $88,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $4,281,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $188,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $57,712,000 | 9 |
| Personal Trust and Agency Accounts | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $83,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $979,000 | 22 |
| Corporate Trust and Agency Accounts | $56,573,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $391,917,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $155,967,000 | 2 |
| # 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 | $68,419,000 | 10 |
| Number of Managed Accounts | $13,374,000 | 21 |
| Personal Trust and Agency Accounts | $8,032,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 168 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $590,000 | 51 |
| Corporate Trust and Agency Accounts | $75,000 | 15 |
| Number of managed investment management and investment advisory agency accounts | $4,569,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $197,000 | 5 |
| 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 | $55,045,000 | 9 |
| Personal Trust and Agency Accounts | $0 | 976 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $1,066,000 | 27 |
| Corporate Trust and Agency Accounts | $53,799,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $310,950,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $82,241,000 | 2 |
| # 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 | $59,789,000 | 13 |
| Number of Managed Accounts | $12,842,000 | 20 |
| Personal Trust and Agency Accounts | $7,232,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $221,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $584,000 | 51 |
| Corporate Trust and Agency Accounts | $93,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $4,657,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $180,000 | 5 |
| 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 | $46,947,000 | 9 |
| Personal Trust and Agency Accounts | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $90,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $978,000 | 19 |
| Corporate Trust and Agency Accounts | $45,808,000 | 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 | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $309,013,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $80,534,000 | 2 |
| # 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 | $57,632,000 | 12 |
| Number of Managed Accounts | $12,288,000 | 18 |
| Personal Trust and Agency Accounts | $7,231,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $85,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $193,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $584,000 | 51 |
| Corporate Trust and Agency Accounts | $134,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $4,061,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $179,000 | 5 |
| 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 | $45,344,000 | 9 |
| Personal Trust and Agency Accounts | $0 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $1,027,000 | 19 |
| Corporate Trust and Agency Accounts | $44,159,000 | 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 | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $304,640,000 | 6 |
| Fiduciary Accounts Held in Foreign Offices | $78,274,000 | 2 |
| # 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 | $60,915,000 | 12 |
| Number of Managed Accounts | $13,298,000 | 19 |
| Personal Trust and Agency Accounts | $7,354,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $155,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $590,000 | 49 |
| Corporate Trust and Agency Accounts | $135,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $4,983,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $179,000 | 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 | $47,617,000 | 9 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $1,063,000 | 19 |
| Corporate Trust and Agency Accounts | $46,378,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $290,220,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $69,559,000 | 2 |
| # 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 | $55,535,000 | 13 |
| Number of Managed Accounts | $13,310,000 | 19 |
| Personal Trust and Agency Accounts | $6,688,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $289,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $578,000 | 48 |
| Corporate Trust and Agency Accounts | $151,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $5,515,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $179,000 | 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 | $42,225,000 | 9 |
| Personal Trust and Agency Accounts | $0 | 991 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $89,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $1,051,000 | 25 |
| Corporate Trust and Agency Accounts | $40,992,000 | 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 | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $275,159,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $62,527,000 | 2 |
| # 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 | $52,004,000 | 11 |
| Number of Managed Accounts | $14,107,000 | 19 |
| Personal Trust and Agency Accounts | $9,231,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $103,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $134,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $571,000 | 49 |
| Corporate Trust and Agency Accounts | $98,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $3,970,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $77,000 | 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 | $37,897,000 | 10 |
| Personal Trust and Agency Accounts | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $95,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $1,047,000 | 19 |
| Corporate Trust and Agency Accounts | $36,647,000 | 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 | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $222,624,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $60,255,000 | 2 |
| # 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 | $50,531,000 | 11 |
| Number of Managed Accounts | $13,380,000 | 18 |
| Personal Trust and Agency Accounts | $7,875,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $92,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $257,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $585,000 | 48 |
| Corporate Trust and Agency Accounts | $101,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $4,470,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $182,000 | 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 | $37,151,000 | 11 |
| Personal Trust and Agency Accounts | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $1,091,000 | 18 |
| Corporate Trust and Agency Accounts | $35,853,000 | 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 | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $219,959,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $58,944,000 | 2 |
| # 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 | $50,675,000 | 11 |
| Number of Managed Accounts | $13,870,000 | 17 |
| Personal Trust and Agency Accounts | $7,511,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $241,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $597,000 | 47 |
| Corporate Trust and Agency Accounts | $105,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $5,327,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $196,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $36,805,000 | 11 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $1,104,000 | 18 |
| Corporate Trust and Agency Accounts | $35,487,000 | 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 | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $215,649,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $57,225,000 | 2 |
| # 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 | $51,618,000 | 12 |
| Number of Managed Accounts | $13,981,000 | 21 |
| Personal Trust and Agency Accounts | $7,579,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $155,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $608,000 | 49 |
| Corporate Trust and Agency Accounts | $97,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $5,440,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $202,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $37,637,000 | 11 |
| Personal Trust and Agency Accounts | $0 | 1,023 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $112,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $1,078,000 | 25 |
| Corporate Trust and Agency Accounts | $36,339,000 | 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 | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $214,550,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $52,009,000 | 2 |
| # 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 | $52,444,000 | 10 |
| Number of Managed Accounts | $14,943,000 | 17 |
| Personal Trust and Agency Accounts | $7,651,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $158,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $638,000 | 45 |
| Corporate Trust and Agency Accounts | $271,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $6,137,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $211,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $37,501,000 | 11 |
| Personal Trust and Agency Accounts | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $1,056,000 | 19 |
| Corporate Trust and Agency Accounts | $36,231,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $211,915,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $54,386,000 | 2 |
| # 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 | $51,728,000 | 11 |
| Number of Managed Accounts | $14,303,000 | 16 |
| Personal Trust and Agency Accounts | $7,676,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $162,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $657,000 | 42 |
| Corporate Trust and Agency Accounts | $138,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $5,591,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $220,000 | 5 |
| 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 | $37,425,000 | 13 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $1,058,000 | 20 |
| Corporate Trust and Agency Accounts | $36,150,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $210,648,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $53,173,000 | 3 |
| # 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 | $52,386,000 | 12 |
| Number of Managed Accounts | $14,396,000 | 18 |
| Personal Trust and Agency Accounts | $7,665,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $666,000 | 43 |
| Corporate Trust and Agency Accounts | $138,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $5,749,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $219,000 | 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 | $37,990,000 | 12 |
| Personal Trust and Agency Accounts | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 298 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 87 |
| Number non-managed other employee benefit and retirement-related accounts | $1,049,000 | 21 |
| Corporate Trust and Agency Accounts | $36,962,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $207,251,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $51,587,000 | 3 |
| # 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 | $53,246,000 | 12 |
| Number of Managed Accounts | $13,947,000 | 20 |
| Personal Trust and Agency Accounts | $7,634,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $138,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $675,000 | 40 |
| Corporate Trust and Agency Accounts | $135,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $5,310,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $248,000 | 5 |
| 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 | $39,299,000 | 12 |
| Personal Trust and Agency Accounts | $0 | 1,017 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 473 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 94 |
| Number non-managed other employee benefit and retirement-related accounts | $1,034,000 | 28 |
| Corporate Trust and Agency Accounts | $38,248,000 | 2 |
| 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 | $206,834,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $49,786,000 | 3 |
| # 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 | $54,073,000 | 12 |
| Number of Managed Accounts | $13,604,000 | 21 |
| Personal Trust and Agency Accounts | $6,698,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $142,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $691,000 | 40 |
| Corporate Trust and Agency Accounts | $262,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $5,756,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $252,000 | 5 |
| 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 | $40,469,000 | 13 |
| Personal Trust and Agency Accounts | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 280 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $1,041,000 | 22 |
| Corporate Trust and Agency Accounts | $39,396,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $201,042,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $46,465,000 | 3 |
| # 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 | $92,941,000 | 11 |
| Number of Managed Accounts | $13,741,000 | 21 |
| Personal Trust and Agency Accounts | $6,762,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $149,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $694,000 | 37 |
| Corporate Trust and Agency Accounts | $269,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $5,811,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $239,000 | 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 | $79,200,000 | 8 |
| Personal Trust and Agency Accounts | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 288 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $1,092,000 | 24 |
| Corporate Trust and Agency Accounts | $78,076,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $196,160,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $42,972,000 | 3 |
| # 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 | $51,549,000 | 13 |
| Number of Managed Accounts | $13,775,000 | 21 |
| Personal Trust and Agency Accounts | $6,817,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $153,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $706,000 | 37 |
| Corporate Trust and Agency Accounts | $219,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $5,824,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $236,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $37,774,000 | 13 |
| Personal Trust and Agency Accounts | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 292 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $1,075,000 | 23 |
| Corporate Trust and Agency Accounts | $36,669,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $193,908,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $41,669,000 | 3 |
| # 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 | $52,391,000 | 14 |
| Number of Managed Accounts | $13,889,000 | 22 |
| Personal Trust and Agency Accounts | $6,847,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $152,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $698,000 | 38 |
| Corporate Trust and Agency Accounts | $210,000 | 9 |
| Number of managed investment management and investment advisory agency accounts | $5,927,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $235,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $38,502,000 | 13 |
| Personal Trust and Agency Accounts | $0 | 1,047 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 478 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $1,036,000 | 29 |
| Corporate Trust and Agency Accounts | $37,435,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $182,546,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $40,678,000 | 3 |
| # 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 | $51,978,000 | 14 |
| Number of Managed Accounts | $13,660,000 | 21 |
| Personal Trust and Agency Accounts | $6,830,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $156,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $686,000 | 38 |
| Corporate Trust and Agency Accounts | $237,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $5,694,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $248,000 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $38,318,000 | 12 |
| Personal Trust and Agency Accounts | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 300 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $1,012,000 | 25 |
| Corporate Trust and Agency Accounts | $37,281,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $27,816,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $68,000 | 11 |
| # 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 | $51,615,000 | 15 |
| Number of Managed Accounts | $12,944,000 | 20 |
| Personal Trust and Agency Accounts | $6,364,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $142,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $699,000 | 37 |
| Corporate Trust and Agency Accounts | $215,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $5,467,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $231,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $38,671,000 | 13 |
| Personal Trust and Agency Accounts | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 305 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $1,044,000 | 27 |
| Corporate Trust and Agency Accounts | $37,601,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $27,689,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $39,000 | 11 |
| # 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 | $52,386,000 | 15 |
| Number of Managed Accounts | $13,183,000 | 19 |
| Personal Trust and Agency Accounts | $6,610,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $138,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $698,000 | 34 |
| Corporate Trust and Agency Accounts | $177,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $5,504,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $228,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $39,203,000 | 12 |
| Personal Trust and Agency Accounts | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 306 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 75 |
| Number non-managed other employee benefit and retirement-related accounts | $1,062,000 | 28 |
| Corporate Trust and Agency Accounts | $38,114,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $26,949,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $43,000 | 11 |
| # 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 | $53,159,000 | 14 |
| Number of Managed Accounts | $13,314,000 | 20 |
| Personal Trust and Agency Accounts | $6,661,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 170 |
| Employee Benefit-defined Benefit Accounts | $130,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $718,000 | 35 |
| Corporate Trust and Agency Accounts | $153,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $5,598,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $231,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $39,845,000 | 11 |
| Personal Trust and Agency Accounts | $0 | 1,072 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 481 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $1,076,000 | 31 |
| Corporate Trust and Agency Accounts | $38,740,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 305 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $26,779,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $41,000 | 12 |
| # 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 | $45,813,000 | 13 |
| Number of Managed Accounts | $14,713,000 | 17 |
| Personal Trust and Agency Accounts | $7,416,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $732,000 | 31 |
| Corporate Trust and Agency Accounts | $126,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $6,145,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $132,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $150,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,100,000 | 9 |
| Personal Trust and Agency Accounts | $0 | 999 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 397 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $1,098,000 | 29 |
| Corporate Trust and Agency Accounts | $29,966,000 | 1 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 297 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $22,693,000 | 7 |
| Fiduciary Accounts Held in Foreign Offices | $635,000 | 6 |
| # 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 |