Home > The Bryn Mawr Trust Company > Number of Fiduciary and Related Asset Accounts
The Bryn Mawr Trust Company, Number of Fiduciary and Related Asset Accounts
| 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 | $4,393,000 | 65 |
| Number of Managed Accounts | $4,146,000 | 53 |
| Personal Trust and Agency Accounts | $1,170,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $1,231,000 | 49 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,553,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $159,000 | 46 |
| Other Fiduciary Accounts | $18,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,231,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $247,000 | 133 |
| Personal Trust and Agency Accounts | $165,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 172 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 135 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 71 |
| Other Fiduciary Accounts | $2,000 | 124 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $365,000 | 90 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 224 |
| 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 | $4,397,000 | 65 |
| Number of Managed Accounts | $4,164,000 | 53 |
| Personal Trust and Agency Accounts | $1,156,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $1,235,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $1,577,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $155,000 | 49 |
| Other Fiduciary Accounts | $22,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,235,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $233,000 | 123 |
| Personal Trust and Agency Accounts | $156,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $37,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 92 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 61 |
| Other Fiduciary Accounts | $2,000 | 72 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $366,000 | 78 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 151 |
| 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 | $4,389,000 | 67 |
| Number of Managed Accounts | $4,167,000 | 55 |
| Personal Trust and Agency Accounts | $1,157,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 145 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $1,233,000 | 49 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,604,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 58 |
| Other Fiduciary Accounts | $21,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,233,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $222,000 | 127 |
| Personal Trust and Agency Accounts | $147,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $35,000 | 139 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 102 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 68 |
| Other Fiduciary Accounts | $2,000 | 84 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $374,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 177 |
| 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 | $4,384,000 | 66 |
| Number of Managed Accounts | $4,167,000 | 55 |
| Personal Trust and Agency Accounts | $1,155,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $1,217,000 | 49 |
| Corporate Trust and Agency Accounts | $1,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $1,615,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $138,000 | 56 |
| Other Fiduciary Accounts | $21,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,217,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $217,000 | 125 |
| Personal Trust and Agency Accounts | $144,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $33,000 | 143 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 89 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 63 |
| Other Fiduciary Accounts | $2,000 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $369,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $33,000 | 171 |
| 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 | $4,376,000 | 67 |
| Number of Managed Accounts | $4,156,000 | 57 |
| Personal Trust and Agency Accounts | $1,155,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 156 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $1,204,000 | 51 |
| Corporate Trust and Agency Accounts | $2,000 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,627,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $128,000 | 61 |
| Other Fiduciary Accounts | $21,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,204,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $220,000 | 148 |
| Personal Trust and Agency Accounts | $145,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $33,000 | 234 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 134 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 73 |
| Other Fiduciary Accounts | $2,000 | 118 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $367,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $33,000 | 296 |
| 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 | $4,372,000 | 66 |
| Number of Managed Accounts | $4,155,000 | 56 |
| Personal Trust and Agency Accounts | $1,171,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $1,201,000 | 48 |
| Corporate Trust and Agency Accounts | $2,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $1,619,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $122,000 | 62 |
| Other Fiduciary Accounts | $21,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,201,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $217,000 | 125 |
| Personal Trust and Agency Accounts | $143,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 149 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 91 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 65 |
| Other Fiduciary Accounts | $2,000 | 67 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $350,000 | 73 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 179 |
| 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 | $4,355,000 | 65 |
| Number of Managed Accounts | $4,146,000 | 55 |
| Personal Trust and Agency Accounts | $1,176,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 147 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $1,201,000 | 50 |
| Corporate Trust and Agency Accounts | $2,000 | 54 |
| Number of managed investment management and investment advisory agency accounts | $1,607,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | $119,000 | 63 |
| Other Fiduciary Accounts | $21,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,201,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $209,000 | 135 |
| Personal Trust and Agency Accounts | $139,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 69 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 171 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 105 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 69 |
| Other Fiduciary Accounts | $2,000 | 81 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $347,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 210 |
| 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 | $3,957,000 | 69 |
| Number of Managed Accounts | $3,740,000 | 57 |
| Personal Trust and Agency Accounts | $1,178,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $1,190,000 | 48 |
| Corporate Trust and Agency Accounts | $2,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $1,206,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $119,000 | 61 |
| Other Fiduciary Accounts | $21,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,190,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $217,000 | 128 |
| Personal Trust and Agency Accounts | $141,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 152 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 91 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 69 |
| Other Fiduciary Accounts | $2,000 | 71 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $344,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 186 |
| 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 | $3,613,000 | 74 |
| Number of Managed Accounts | $3,401,000 | 64 |
| Personal Trust and Agency Accounts | $1,177,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $910,000 | 69 |
| Corporate Trust and Agency Accounts | $2,000 | 94 |
| Number of managed investment management and investment advisory agency accounts | $1,151,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $118,000 | 63 |
| Other Fiduciary Accounts | $21,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $910,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $18,123,512,000 | 1 |
| Number of Non-Managed Accounts | $212,000 | 161 |
| Personal Trust and Agency Accounts | $143,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 266 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 151 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
| Other Fiduciary Accounts | $2,000 | 122 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $296,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 331 |
| 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 | $3,611,000 | 74 |
| Number of Managed Accounts | $3,392,000 | 65 |
| Personal Trust and Agency Accounts | $1,197,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $900,000 | 68 |
| Corporate Trust and Agency Accounts | $2,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $1,131,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $118,000 | 60 |
| Other Fiduciary Accounts | $21,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $900,000 | 67 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $219,000 | 130 |
| Personal Trust and Agency Accounts | $144,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 153 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 88 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 71 |
| Other Fiduciary Accounts | $2,000 | 72 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $313,000 | 80 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 188 |
| 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 | $3,592,000 | 77 |
| Number of Managed Accounts | $3,372,000 | 64 |
| Personal Trust and Agency Accounts | $1,189,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $896,000 | 66 |
| Corporate Trust and Agency Accounts | $2,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $1,123,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $118,000 | 60 |
| Other Fiduciary Accounts | $22,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $896,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $220,000 | 134 |
| Personal Trust and Agency Accounts | $147,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 165 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 91 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 75 |
| Other Fiduciary Accounts | $2,000 | 82 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $320,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 205 |
| 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 | $3,574,000 | 76 |
| Number of Managed Accounts | $3,358,000 | 64 |
| Personal Trust and Agency Accounts | $1,192,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $886,000 | 68 |
| Corporate Trust and Agency Accounts | $2,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $1,116,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $118,000 | 59 |
| Other Fiduciary Accounts | $22,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $886,000 | 68 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $216,000 | 138 |
| Personal Trust and Agency Accounts | $142,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $29,000 | 164 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 91 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 75 |
| Other Fiduciary Accounts | $2,000 | 85 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $308,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 200 |
| 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 | $3,554,000 | 79 |
| Number of Managed Accounts | $3,334,000 | 63 |
| Personal Trust and Agency Accounts | $1,198,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $873,000 | 66 |
| Corporate Trust and Agency Accounts | $2,000 | 95 |
| Number of managed investment management and investment advisory agency accounts | $1,100,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $116,000 | 60 |
| Other Fiduciary Accounts | $23,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $873,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,444,000 | 26 |
| Number of Non-Managed Accounts | $220,000 | 165 |
| Personal Trust and Agency Accounts | $142,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 254 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 114 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
| Other Fiduciary Accounts | $2,000 | 130 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $314,000 | 90 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 320 |
| 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 | $3,490,000 | 76 |
| Number of Managed Accounts | $3,274,000 | 64 |
| Personal Trust and Agency Accounts | $1,195,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $850,000 | 65 |
| Corporate Trust and Agency Accounts | $2,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $1,066,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $117,000 | 59 |
| Other Fiduciary Accounts | $23,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $850,000 | 64 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $216,000 | 139 |
| Personal Trust and Agency Accounts | $136,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 159 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 92 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 90 |
| Other Fiduciary Accounts | $2,000 | 83 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $311,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 198 |
| 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 | $3,428,000 | 75 |
| Number of Managed Accounts | $3,211,000 | 64 |
| Personal Trust and Agency Accounts | $1,207,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $806,000 | 65 |
| Corporate Trust and Agency Accounts | $2,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $1,035,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $117,000 | 60 |
| Other Fiduciary Accounts | $23,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $806,000 | 64 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $217,000 | 137 |
| Personal Trust and Agency Accounts | $137,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 159 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 89 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 89 |
| Other Fiduciary Accounts | $2,000 | 81 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $302,000 | 85 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 198 |
| 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 | $3,401,000 | 73 |
| Number of Managed Accounts | $3,185,000 | 64 |
| Personal Trust and Agency Accounts | $1,220,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 91 |
| Number of other employee benefit and retirement-related accounts | $786,000 | 66 |
| Corporate Trust and Agency Accounts | $2,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $1,013,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | $119,000 | 58 |
| Other Fiduciary Accounts | $25,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $786,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $216,000 | 139 |
| Personal Trust and Agency Accounts | $139,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $30,000 | 161 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 89 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 104 |
| Other Fiduciary Accounts | $2,000 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $288,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 199 |
| 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 | $3,374,000 | 76 |
| Number of Managed Accounts | $3,171,000 | 63 |
| Personal Trust and Agency Accounts | $1,225,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 154 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 86 |
| Number of other employee benefit and retirement-related accounts | $772,000 | 66 |
| Corporate Trust and Agency Accounts | $2,000 | 101 |
| Number of managed investment management and investment advisory agency accounts | $1,005,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | $120,000 | 56 |
| Other Fiduciary Accounts | $26,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $772,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,183,000 | 28 |
| Number of Non-Managed Accounts | $203,000 | 177 |
| Personal Trust and Agency Accounts | $131,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 76 |
| Number non-managed other employee benefit and retirement-related accounts | $31,000 | 260 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 129 |
| Other Fiduciary Accounts | $2,000 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $295,000 | 95 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 339 |
| 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 | $3,397,000 | 74 |
| Number of Managed Accounts | $3,200,000 | 62 |
| Personal Trust and Agency Accounts | $1,254,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 87 |
| Number of other employee benefit and retirement-related accounts | $769,000 | 66 |
| Corporate Trust and Agency Accounts | $2,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $1,003,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | $124,000 | 56 |
| Other Fiduciary Accounts | $26,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $762,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $197,000 | 147 |
| Personal Trust and Agency Accounts | $129,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 69 |
| Number non-managed other employee benefit and retirement-related accounts | $28,000 | 159 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 123 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $2,000 | 82 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $299,000 | 85 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 196 |
| 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 | $3,412,000 | 72 |
| Number of Managed Accounts | $3,212,000 | 60 |
| Personal Trust and Agency Accounts | $1,276,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $771,000 | 67 |
| Corporate Trust and Agency Accounts | $2,000 | 59 |
| Number of managed investment management and investment advisory agency accounts | $992,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $123,000 | 58 |
| Other Fiduciary Accounts | $27,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $771,000 | 66 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $200,000 | 144 |
| Personal Trust and Agency Accounts | $133,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 69 |
| Number non-managed other employee benefit and retirement-related accounts | $27,000 | 164 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 124 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 113 |
| Other Fiduciary Accounts | $2,000 | 82 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $297,000 | 83 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 199 |
| 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 | $3,412,000 | 70 |
| Number of Managed Accounts | $3,212,000 | 59 |
| Personal Trust and Agency Accounts | $1,289,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 94 |
| Number of other employee benefit and retirement-related accounts | $762,000 | 65 |
| Corporate Trust and Agency Accounts | $2,000 | 59 |
| Number of managed investment management and investment advisory agency accounts | $985,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $126,000 | 56 |
| Other Fiduciary Accounts | $27,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $762,000 | 63 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $200,000 | 140 |
| Personal Trust and Agency Accounts | $135,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 174 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 119 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 111 |
| Other Fiduciary Accounts | $2,000 | 85 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $285,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 211 |
| 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 | $3,401,000 | 72 |
| Number of Managed Accounts | $3,202,000 | 59 |
| Personal Trust and Agency Accounts | $1,306,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 98 |
| Number of other employee benefit and retirement-related accounts | $753,000 | 65 |
| Corporate Trust and Agency Accounts | $2,000 | 109 |
| Number of managed investment management and investment advisory agency accounts | $961,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $129,000 | 53 |
| Other Fiduciary Accounts | $29,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $753,000 | 61 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $199,000 | 177 |
| Personal Trust and Agency Accounts | $133,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 71 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 309 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 172 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 128 |
| Other Fiduciary Accounts | $2,000 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $282,000 | 97 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 377 |
| 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 | $3,414,000 | 72 |
| Number of Managed Accounts | $3,213,000 | 57 |
| Personal Trust and Agency Accounts | $1,318,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 91 |
| Number of other employee benefit and retirement-related accounts | $758,000 | 63 |
| Corporate Trust and Agency Accounts | $2,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $952,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 50 |
| Other Fiduciary Accounts | $30,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $758,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $201,000 | 147 |
| Personal Trust and Agency Accounts | $137,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 67 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 182 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 116 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 110 |
| Other Fiduciary Accounts | $2,000 | 81 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $291,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 215 |
| 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 | $3,419,000 | 73 |
| Number of Managed Accounts | $3,214,000 | 57 |
| Personal Trust and Agency Accounts | $1,317,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $754,000 | 64 |
| Corporate Trust and Agency Accounts | $2,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $955,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 50 |
| Other Fiduciary Accounts | $31,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $754,000 | 59 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $205,000 | 148 |
| Personal Trust and Agency Accounts | $136,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 186 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 120 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 80 |
| Other Fiduciary Accounts | $2,000 | 80 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $286,000 | 89 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 219 |
| 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 | $3,415,000 | 73 |
| Number of Managed Accounts | $3,212,000 | 58 |
| Personal Trust and Agency Accounts | $1,327,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $754,000 | 64 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $944,000 | 61 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 50 |
| Other Fiduciary Accounts | $31,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $754,000 | 59 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $203,000 | 149 |
| Personal Trust and Agency Accounts | $134,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $23,000 | 189 |
| Corporate Trust and Agency Accounts | $2,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 119 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
| Other Fiduciary Accounts | $2,000 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $284,000 | 90 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 221 |
| 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 | $3,439,000 | 74 |
| Number of Managed Accounts | $3,240,000 | 57 |
| Personal Trust and Agency Accounts | $1,339,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 94 |
| Number of other employee benefit and retirement-related accounts | $757,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $954,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 47 |
| Other Fiduciary Accounts | $32,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $757,000 | 57 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $199,000 | 191 |
| Personal Trust and Agency Accounts | $123,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 361 |
| Corporate Trust and Agency Accounts | $2,000 | 196 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 173 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 109 |
| Other Fiduciary Accounts | $2,000 | 140 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $276,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 437 |
| 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 | $3,465,000 | 71 |
| Number of Managed Accounts | $3,267,000 | 55 |
| Personal Trust and Agency Accounts | $1,363,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $758,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $950,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 46 |
| Other Fiduciary Accounts | $34,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $758,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $198,000 | 150 |
| Personal Trust and Agency Accounts | $120,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 186 |
| Corporate Trust and Agency Accounts | $2,000 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 114 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 102 |
| Other Fiduciary Accounts | $2,000 | 82 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $274,000 | 93 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 222 |
| 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 | $3,488,000 | 73 |
| Number of Managed Accounts | $3,290,000 | 56 |
| Personal Trust and Agency Accounts | $1,381,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $765,000 | 61 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $947,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 47 |
| Other Fiduciary Accounts | $34,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $765,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $198,000 | 148 |
| Personal Trust and Agency Accounts | $121,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 183 |
| Corporate Trust and Agency Accounts | $2,000 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 117 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
| Other Fiduciary Accounts | $2,000 | 85 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $274,000 | 94 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 220 |
| 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 | $3,502,000 | 74 |
| Number of Managed Accounts | $3,289,000 | 56 |
| Personal Trust and Agency Accounts | $1,388,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 72 |
| Number of other employee benefit and retirement-related accounts | $749,000 | 60 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $985,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 64 |
| Other Fiduciary Accounts | $37,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $749,000 | 53 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $213,000 | 145 |
| Personal Trust and Agency Accounts | $120,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 205 |
| Corporate Trust and Agency Accounts | $2,000 | 120 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 104 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
| Other Fiduciary Accounts | $2,000 | 87 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $248,000 | 98 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 242 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,502,000 | 75 |
| Number of Managed Accounts | $3,292,000 | 56 |
| Personal Trust and Agency Accounts | $1,392,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 123 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $757,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $976,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $94,000 | 65 |
| Other Fiduciary Accounts | $37,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $757,000 | 53 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $210,000 | 185 |
| Personal Trust and Agency Accounts | $111,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 355 |
| Corporate Trust and Agency Accounts | $2,000 | 203 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 152 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 41 |
| Other Fiduciary Accounts | $2,000 | 151 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $248,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 421 |
| 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 | $3,520,000 | 73 |
| Number of Managed Accounts | $3,324,000 | 55 |
| Personal Trust and Agency Accounts | $1,411,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $763,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $984,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 62 |
| Other Fiduciary Accounts | $39,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $763,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $196,000 | 146 |
| Personal Trust and Agency Accounts | $102,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 203 |
| Corporate Trust and Agency Accounts | $2,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 151 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
| Other Fiduciary Accounts | $3,000 | 79 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $249,000 | 98 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 239 |
| 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 | $3,536,000 | 70 |
| Number of Managed Accounts | $3,344,000 | 52 |
| Personal Trust and Agency Accounts | $1,424,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $758,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $994,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 60 |
| Other Fiduciary Accounts | $39,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $758,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $192,000 | 148 |
| Personal Trust and Agency Accounts | $98,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 200 |
| Corporate Trust and Agency Accounts | $2,000 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 116 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 42 |
| Other Fiduciary Accounts | $2,000 | 85 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $250,000 | 98 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 242 |
| 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 | $3,525,000 | 72 |
| Number of Managed Accounts | $3,331,000 | 53 |
| Personal Trust and Agency Accounts | $1,429,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $744,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $990,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 59 |
| Other Fiduciary Accounts | $41,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $744,000 | 49 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $194,000 | 153 |
| Personal Trust and Agency Accounts | $93,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 197 |
| Corporate Trust and Agency Accounts | $2,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 125 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 42 |
| Other Fiduciary Accounts | $2,000 | 91 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $245,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 232 |
| 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 | $3,465,000 | 73 |
| Number of Managed Accounts | $3,279,000 | 52 |
| Personal Trust and Agency Accounts | $1,422,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $728,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $962,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 59 |
| Other Fiduciary Accounts | $41,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $728,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $186,000 | 211 |
| Personal Trust and Agency Accounts | $86,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 78 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 369 |
| Corporate Trust and Agency Accounts | $2,000 | 214 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 50 |
| Other Fiduciary Accounts | $2,000 | 148 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $246,000 | 112 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 445 |
| 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 | $3,469,000 | 73 |
| Number of Managed Accounts | $3,310,000 | 52 |
| Personal Trust and Agency Accounts | $1,487,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $730,000 | 53 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $997,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $63,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $730,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $159,000 | 165 |
| Personal Trust and Agency Accounts | $74,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 206 |
| Corporate Trust and Agency Accounts | $2,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 144 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $2,000 | 84 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $267,000 | 89 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 242 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,470,000 | 74 |
| Number of Managed Accounts | $3,303,000 | 51 |
| Personal Trust and Agency Accounts | $1,496,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 141 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 56 |
| Number of other employee benefit and retirement-related accounts | $713,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $999,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $63,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $713,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $167,000 | 166 |
| Personal Trust and Agency Accounts | $67,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $20,000 | 195 |
| Corporate Trust and Agency Accounts | $2,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 135 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $2,000 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $272,000 | 87 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 235 |
| 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 | $3,550,000 | 70 |
| Number of Managed Accounts | $3,390,000 | 48 |
| Personal Trust and Agency Accounts | $1,533,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $713,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $1,041,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other Fiduciary Accounts | $63,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $713,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $160,000 | 172 |
| Personal Trust and Agency Accounts | $60,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 190 |
| Corporate Trust and Agency Accounts | $2,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 145 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $2,000 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $254,000 | 91 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 231 |
| 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 | $3,548,000 | 71 |
| Number of Managed Accounts | $3,395,000 | 48 |
| Personal Trust and Agency Accounts | $1,540,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $712,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $1,040,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 482 |
| Other Fiduciary Accounts | $64,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $712,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $153,000 | 244 |
| Personal Trust and Agency Accounts | $50,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 376 |
| Corporate Trust and Agency Accounts | $2,000 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 147 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $272,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 457 |
| 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 | $3,514,000 | 70 |
| Number of Managed Accounts | $3,360,000 | 49 |
| Personal Trust and Agency Accounts | $1,519,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $701,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,030,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $66,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $701,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $154,000 | 167 |
| Personal Trust and Agency Accounts | $48,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 185 |
| Corporate Trust and Agency Accounts | $4,000 | 98 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 102 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $263,000 | 90 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 222 |
| 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 | $3,520,000 | 71 |
| Number of Managed Accounts | $3,371,000 | 47 |
| Personal Trust and Agency Accounts | $1,543,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $691,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $1,074,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $17,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $691,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $149,000 | 172 |
| Personal Trust and Agency Accounts | $50,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $21,000 | 188 |
| Corporate Trust and Agency Accounts | $4,000 | 103 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 139 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $279,000 | 88 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 220 |
| 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 | $2,416,000 | 91 |
| Number of Managed Accounts | $2,280,000 | 70 |
| Personal Trust and Agency Accounts | $1,301,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $449,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $491,000 | 94 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other Fiduciary Accounts | $9,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $449,000 | 63 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $136,000 | 183 |
| Personal Trust and Agency Accounts | $39,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $67,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 198 |
| Corporate Trust and Agency Accounts | $4,000 | 104 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 133 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $1,000 | 96 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $253,000 | 96 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 234 |
| 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 | $2,345,000 | 94 |
| Number of Managed Accounts | $2,274,000 | 70 |
| Personal Trust and Agency Accounts | $1,306,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $450,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $480,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other Fiduciary Accounts | $9,000 | 71 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $450,000 | 64 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $71,000 | 395 |
| Personal Trust and Agency Accounts | $38,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 323 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 422 |
| Corporate Trust and Agency Accounts | $4,000 | 188 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 227 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $241,000 | 116 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 495 |
| 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 | $2,300,000 | 94 |
| Number of Managed Accounts | $2,232,000 | 73 |
| Personal Trust and Agency Accounts | $1,376,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 155 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $449,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $373,000 | 119 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $9,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $108,000 | 207 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $68,000 | 235 |
| Personal Trust and Agency Accounts | $35,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 207 |
| Corporate Trust and Agency Accounts | $4,000 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 118 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $280,000 | 89 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 230 |
| 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 | $2,303,000 | 95 |
| Number of Managed Accounts | $2,240,000 | 74 |
| Personal Trust and Agency Accounts | $1,392,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 155 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $443,000 | 69 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $371,000 | 119 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $9,000 | 49 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $101,000 | 211 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $63,000 | 249 |
| Personal Trust and Agency Accounts | $30,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 236 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 203 |
| Corporate Trust and Agency Accounts | $4,000 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 128 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $273,000 | 89 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 226 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,231,000 | 164 |
| Number of Managed Accounts | $1,032,000 | 139 |
| Personal Trust and Agency Accounts | $579,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 166 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 119 |
| Number of other employee benefit and retirement-related accounts | $103,000 | 231 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $332,000 | 132 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
| Other Fiduciary Accounts | $1,000 | 96 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $101,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $199,000 | 158 |
| Personal Trust and Agency Accounts | $31,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 144 |
| Corporate Trust and Agency Accounts | $4,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $50,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $247,000 | 99 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 218 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,225,000 | 177 |
| Number of Managed Accounts | $1,032,000 | 146 |
| Personal Trust and Agency Accounts | $581,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 133 |
| Number of other employee benefit and retirement-related accounts | $101,000 | 284 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $330,000 | 135 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
| Other Fiduciary Accounts | $2,000 | 165 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $99,000 | 255 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $193,000 | 224 |
| Personal Trust and Agency Accounts | $31,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 80 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 355 |
| Corporate Trust and Agency Accounts | $4,000 | 203 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 106 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $50,000 | 53 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $237,000 | 118 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 487 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,214,000 | 169 |
| Number of Managed Accounts | $1,027,000 | 141 |
| Personal Trust and Agency Accounts | $584,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 124 |
| Number of other employee benefit and retirement-related accounts | $99,000 | 225 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $324,000 | 130 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other Fiduciary Accounts | $2,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $97,000 | 197 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $187,000 | 164 |
| Personal Trust and Agency Accounts | $31,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 172 |
| Corporate Trust and Agency Accounts | $4,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $50,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $232,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 208 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,216,000 | 167 |
| Number of Managed Accounts | $1,012,000 | 140 |
| Personal Trust and Agency Accounts | $575,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $98,000 | 228 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $319,000 | 131 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $2,000 | 85 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $96,000 | 195 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $204,000 | 155 |
| Personal Trust and Agency Accounts | $30,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 137 |
| Corporate Trust and Agency Accounts | $4,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 89 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $51,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $225,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 209 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,265,000 | 164 |
| Number of Managed Accounts | $1,058,000 | 138 |
| Personal Trust and Agency Accounts | $634,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $89,000 | 232 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $310,000 | 132 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
| Other Fiduciary Accounts | $2,000 | 85 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $87,000 | 198 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $207,000 | 155 |
| Personal Trust and Agency Accounts | $33,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 131 |
| Corporate Trust and Agency Accounts | $4,000 | 123 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 87 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $50,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $228,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 209 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,238,000 | 178 |
| Number of Managed Accounts | $1,033,000 | 147 |
| Personal Trust and Agency Accounts | $636,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,000 | 176 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 136 |
| Number of other employee benefit and retirement-related accounts | $90,000 | 298 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $282,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
| Other Fiduciary Accounts | $2,000 | 167 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $88,000 | 255 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $205,000 | 219 |
| Personal Trust and Agency Accounts | $33,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 82 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 267 |
| Corporate Trust and Agency Accounts | $4,000 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 156 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $50,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $229,000 | 122 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 479 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,169,000 | 174 |
| Number of Managed Accounts | $1,017,000 | 143 |
| Personal Trust and Agency Accounts | $640,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 108 |
| Number of other employee benefit and retirement-related accounts | $92,000 | 216 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $255,000 | 173 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $152,000 | 178 |
| Personal Trust and Agency Accounts | $34,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 88 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 143 |
| Corporate Trust and Agency Accounts | $4,000 | 128 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $246,000 | 96 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,133,000 | 183 |
| Number of Managed Accounts | $997,000 | 151 |
| Personal Trust and Agency Accounts | $626,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 112 |
| Number of other employee benefit and retirement-related accounts | $88,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $253,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $136,000 | 193 |
| Personal Trust and Agency Accounts | $18,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 87 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 145 |
| Corporate Trust and Agency Accounts | $4,000 | 128 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $243,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,122,000 | 183 |
| Number of Managed Accounts | $985,000 | 156 |
| Personal Trust and Agency Accounts | $624,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 114 |
| Number of other employee benefit and retirement-related accounts | $85,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $246,000 | 175 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $137,000 | 190 |
| Personal Trust and Agency Accounts | $20,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 88 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 147 |
| Corporate Trust and Agency Accounts | $4,000 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $241,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,121,000 | 206 |
| Number of Managed Accounts | $986,000 | 160 |
| Personal Trust and Agency Accounts | $642,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 163 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 125 |
| Number of other employee benefit and retirement-related accounts | $73,000 | 335 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $241,000 | 196 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $135,000 | 289 |
| Personal Trust and Agency Accounts | $18,000 | 366 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 111 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 304 |
| Corporate Trust and Agency Accounts | $4,000 | 231 |
| 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 | $237,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,130,000 | 194 |
| Number of Managed Accounts | $996,000 | 157 |
| Personal Trust and Agency Accounts | $645,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 144 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 115 |
| Number of other employee benefit and retirement-related accounts | $73,000 | 256 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $249,000 | 174 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $134,000 | 200 |
| Personal Trust and Agency Accounts | $18,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $43,000 | 164 |
| Corporate Trust and Agency Accounts | $4,000 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $245,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,146,000 | 191 |
| Number of Managed Accounts | $1,013,000 | 157 |
| Personal Trust and Agency Accounts | $651,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 115 |
| Number of other employee benefit and retirement-related accounts | $69,000 | 263 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $264,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $133,000 | 205 |
| Personal Trust and Agency Accounts | $18,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 134 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 163 |
| Corporate Trust and Agency Accounts | $4,000 | 138 |
| 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 | $244,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,205,000 | 180 |
| Number of Managed Accounts | $1,056,000 | 153 |
| Personal Trust and Agency Accounts | $677,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 109 |
| Number of other employee benefit and retirement-related accounts | $86,000 | 237 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $263,000 | 174 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $149,000 | 193 |
| Personal Trust and Agency Accounts | $17,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $42,000 | 165 |
| Corporate Trust and Agency Accounts | $4,000 | 138 |
| 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 | $245,000 | 114 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,206,000 | 189 |
| Number of Managed Accounts | $1,055,000 | 153 |
| Personal Trust and Agency Accounts | $688,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 122 |
| Number of other employee benefit and retirement-related accounts | $82,000 | 305 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $255,000 | 187 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $151,000 | 283 |
| Personal Trust and Agency Accounts | $18,000 | 366 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $43,000 | 308 |
| Corporate Trust and Agency Accounts | $4,000 | 235 |
| 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 | $246,000 | 131 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,349,000 | 95 |
| Number of Managed Accounts | $2,200,000 | 74 |
| Personal Trust and Agency Accounts | $694,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $24,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 112 |
| Number of other employee benefit and retirement-related accounts | $83,000 | 228 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $1,394,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $149,000 | 187 |
| Personal Trust and Agency Accounts | $16,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 151 |
| Corporate Trust and Agency Accounts | $4,000 | 141 |
| 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 | $249,000 | 104 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,410,000 | 94 |
| Number of Managed Accounts | $2,262,000 | 73 |
| Personal Trust and Agency Accounts | $701,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 155 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 119 |
| Number of other employee benefit and retirement-related accounts | $82,000 | 228 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $1,451,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $148,000 | 198 |
| Personal Trust and Agency Accounts | $15,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 156 |
| Corporate Trust and Agency Accounts | $4,000 | 143 |
| 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 | $246,000 | 112 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,437,000 | 91 |
| Number of Managed Accounts | $2,289,000 | 72 |
| Personal Trust and Agency Accounts | $720,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 120 |
| Number of other employee benefit and retirement-related accounts | $82,000 | 226 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $1,457,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $148,000 | 200 |
| Personal Trust and Agency Accounts | $15,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 157 |
| Corporate Trust and Agency Accounts | $4,000 | 141 |
| 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 | $238,000 | 116 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,747,000 | 91 |
| Number of Managed Accounts | $2,601,000 | 63 |
| Personal Trust and Agency Accounts | $714,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 189 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 137 |
| Number of other employee benefit and retirement-related accounts | $81,000 | 288 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $1,776,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $146,000 | 288 |
| Personal Trust and Agency Accounts | $14,000 | 427 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $45,000 | 289 |
| Corporate Trust and Agency Accounts | $4,000 | 234 |
| 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 | $238,000 | 143 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,277,000 | 103 |
| Number of Managed Accounts | $2,133,000 | 81 |
| Personal Trust and Agency Accounts | $717,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $82,000 | 220 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $1,304,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $144,000 | 209 |
| Personal Trust and Agency Accounts | $14,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 158 |
| Corporate Trust and Agency Accounts | $4,000 | 146 |
| 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 | $251,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,288,000 | 106 |
| Number of Managed Accounts | $2,157,000 | 84 |
| Personal Trust and Agency Accounts | $712,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 154 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 130 |
| Number of other employee benefit and retirement-related accounts | $88,000 | 219 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $1,322,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $131,000 | 221 |
| Personal Trust and Agency Accounts | $14,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 165 |
| Corporate Trust and Agency Accounts | $4,000 | 147 |
| 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 | $264,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,374,000 | 102 |
| Number of Managed Accounts | $2,242,000 | 78 |
| Personal Trust and Agency Accounts | $713,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 155 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 120 |
| Number of other employee benefit and retirement-related accounts | $89,000 | 215 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $1,403,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $132,000 | 221 |
| Personal Trust and Agency Accounts | $14,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 121 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 154 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 170 |
| Corporate Trust and Agency Accounts | $4,000 | 151 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $264,000 | 110 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,437,000 | 105 |
| Number of Managed Accounts | $2,299,000 | 79 |
| Personal Trust and Agency Accounts | $712,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 147 |
| Number of other employee benefit and retirement-related accounts | $91,000 | 262 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $1,459,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $138,000 | 314 |
| Personal Trust and Agency Accounts | $12,000 | 477 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 201 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 323 |
| Corporate Trust and Agency Accounts | $4,000 | 252 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $267,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,447,000 | 101 |
| Number of Managed Accounts | $2,310,000 | 77 |
| Personal Trust and Agency Accounts | $734,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 153 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 130 |
| Number of other employee benefit and retirement-related accounts | $90,000 | 199 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $1,449,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $137,000 | 217 |
| Personal Trust and Agency Accounts | $12,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 153 |
| Number non-managed other employee benefit and retirement-related accounts | $42,000 | 161 |
| Corporate Trust and Agency Accounts | $4,000 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $269,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,335,000 | 163 |
| Number of Managed Accounts | $1,203,000 | 136 |
| Personal Trust and Agency Accounts | $723,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 130 |
| Number of other employee benefit and retirement-related accounts | $92,000 | 200 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $350,000 | 119 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $132,000 | 226 |
| Personal Trust and Agency Accounts | $11,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 151 |
| Number non-managed other employee benefit and retirement-related accounts | $39,000 | 166 |
| Corporate Trust and Agency Accounts | $4,000 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $281,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,336,000 | 162 |
| Number of Managed Accounts | $1,201,000 | 136 |
| Personal Trust and Agency Accounts | $725,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 128 |
| Number of other employee benefit and retirement-related accounts | $92,000 | 197 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $346,000 | 118 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $135,000 | 228 |
| Personal Trust and Agency Accounts | $11,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 152 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 165 |
| Corporate Trust and Agency Accounts | $4,000 | 160 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $285,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,332,000 | 177 |
| Number of Managed Accounts | $1,196,000 | 137 |
| Personal Trust and Agency Accounts | $720,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 186 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 137 |
| Number of other employee benefit and retirement-related accounts | $96,000 | 240 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $341,000 | 117 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $136,000 | 333 |
| Personal Trust and Agency Accounts | $11,000 | 487 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 312 |
| Corporate Trust and Agency Accounts | $4,000 | 257 |
| 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 | $287,000 | 124 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,265,000 | 171 |
| Number of Managed Accounts | $1,108,000 | 145 |
| Personal Trust and Agency Accounts | $732,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 145 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 123 |
| Number of other employee benefit and retirement-related accounts | $99,000 | 184 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $232,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $157,000 | 218 |
| Personal Trust and Agency Accounts | $12,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $100,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $40,000 | 164 |
| Corporate Trust and Agency Accounts | $4,000 | 153 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $277,000 | 116 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,240,000 | 174 |
| Number of Managed Accounts | $1,072,000 | 149 |
| Personal Trust and Agency Accounts | $722,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $69,000 | 218 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $214,000 | 174 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,000 | 102 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $168,000 | 212 |
| Personal Trust and Agency Accounts | $12,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 148 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $19,000 | 223 |
| Corporate Trust and Agency Accounts | $4,000 | 156 |
| 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 | $6,000 | 91 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $273,000 | 111 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,241,000 | 172 |
| Number of Managed Accounts | $1,073,000 | 148 |
| Personal Trust and Agency Accounts | $720,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 160 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $72,000 | 213 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $208,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 95 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $168,000 | 214 |
| Personal Trust and Agency Accounts | $16,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 225 |
| Corporate Trust and Agency Accounts | $4,000 | 161 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $6,000 | 93 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $274,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,222,000 | 193 |
| Number of Managed Accounts | $1,055,000 | 158 |
| Personal Trust and Agency Accounts | $714,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 199 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $70,000 | 290 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $200,000 | 190 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 190 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $167,000 | 309 |
| Personal Trust and Agency Accounts | $17,000 | 423 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 491 |
| Corporate Trust and Agency Accounts | $4,000 | 272 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,000 | 195 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $274,000 | 137 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,225,000 | 186 |
| Number of Managed Accounts | $1,053,000 | 155 |
| Personal Trust and Agency Accounts | $732,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $66,000 | 234 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $191,000 | 180 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 111 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $172,000 | 225 |
| Personal Trust and Agency Accounts | $21,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 168 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 240 |
| Corporate Trust and Agency Accounts | $4,000 | 166 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,000 | 119 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $295,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,226,000 | 189 |
| Number of Managed Accounts | $1,048,000 | 159 |
| Personal Trust and Agency Accounts | $731,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 177 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $70,000 | 230 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $179,000 | 192 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 113 |
| 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 | $178,000 | 230 |
| Personal Trust and Agency Accounts | $24,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $17,000 | 239 |
| Corporate Trust and Agency Accounts | $4,000 | 167 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,000 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $305,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,229,000 | 194 |
| Number of Managed Accounts | $1,041,000 | 163 |
| Personal Trust and Agency Accounts | $725,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $71,000 | 225 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $175,000 | 193 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 112 |
| 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 | $188,000 | 233 |
| Personal Trust and Agency Accounts | $25,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 168 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 240 |
| Corporate Trust and Agency Accounts | $4,000 | 172 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,000 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $297,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,245,000 | 209 |
| Number of Managed Accounts | $1,056,000 | 169 |
| Personal Trust and Agency Accounts | $741,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 210 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $70,000 | 300 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $178,000 | 218 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $189,000 | 305 |
| Personal Trust and Agency Accounts | $26,000 | 358 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $18,000 | 481 |
| Corporate Trust and Agency Accounts | $4,000 | 281 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,000 | 214 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $301,000 | 133 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,218,000 | 196 |
| Number of Managed Accounts | $1,034,000 | 156 |
| Personal Trust and Agency Accounts | $716,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 198 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 121 |
| Number of other employee benefit and retirement-related accounts | $77,000 | 250 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $180,000 | 195 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 236 |
| 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 | $184,000 | 296 |
| Personal Trust and Agency Accounts | $21,000 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $58,000 | 185 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 61 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 435 |
| Corporate Trust and Agency Accounts | $10,000 | 204 |
| 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 | $6,000 | 173 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $298,000 | 120 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |