Home > Wells Fargo Bank > Number of Fiduciary and Related Asset Accounts
Wells Fargo Bank, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $98,074,000 | 11 |
| Number of Managed Accounts | $73,962,000 | 5 |
| Personal Trust and Agency Accounts | $29,431,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 412 |
| Employee Benefit-defined Benefit Accounts | $0 | 229 |
| Number of other employee benefit and retirement-related accounts | $7,079,000 | 24 |
| Corporate Trust and Agency Accounts | $672,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $29,948,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,832,000 | 2 |
| Other Fiduciary Accounts | $0 | 249 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,079,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $24,112,000 | 14 |
| Personal Trust and Agency Accounts | $709,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 359 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $136,000 | 107 |
| Corporate Trust and Agency Accounts | $23,165,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $91,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 42 |
| Other Fiduciary Accounts | $2,000 | 133 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,355,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $136,000 | 132 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $101,616,000 | 10 |
| Number of Managed Accounts | $75,654,000 | 5 |
| Personal Trust and Agency Accounts | $30,235,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 283 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number of other employee benefit and retirement-related accounts | $7,212,000 | 19 |
| Corporate Trust and Agency Accounts | $752,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $30,618,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,837,000 | 2 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,212,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,962,000 | 13 |
| Personal Trust and Agency Accounts | $720,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 249 |
| Employee Benefit-defined Benefit Accounts | $0 | 158 |
| Number non-managed other employee benefit and retirement-related accounts | $146,000 | 50 |
| Corporate Trust and Agency Accounts | $24,982,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $102,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 38 |
| Other Fiduciary Accounts | $2,000 | 72 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $22,946,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $146,000 | 96 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $106,029,000 | 11 |
| Number of Managed Accounts | $77,216,000 | 5 |
| Personal Trust and Agency Accounts | $30,817,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 328 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number of other employee benefit and retirement-related accounts | $7,413,000 | 21 |
| Corporate Trust and Agency Accounts | $774,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $31,300,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,912,000 | 2 |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,413,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $28,813,000 | 13 |
| Personal Trust and Agency Accounts | $733,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 284 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $151,000 | 88 |
| Corporate Trust and Agency Accounts | $27,821,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | $95,000 | 31 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $2,000 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $19,984,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $151,000 | 106 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $110,231,000 | 11 |
| Number of Managed Accounts | $78,644,000 | 5 |
| Personal Trust and Agency Accounts | $31,030,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 248 |
| Employee Benefit-defined Benefit Accounts | $0 | 171 |
| Number of other employee benefit and retirement-related accounts | $7,716,000 | 13 |
| Corporate Trust and Agency Accounts | $786,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $32,196,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,916,000 | 2 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,716,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,587,000 | 13 |
| Personal Trust and Agency Accounts | $764,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $155,000 | 42 |
| Corporate Trust and Agency Accounts | $30,556,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $96,000 | 27 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
| Other Fiduciary Accounts | $2,000 | 76 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $19,149,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $155,000 | 60 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $115,718,000 | 11 |
| Number of Managed Accounts | $82,932,000 | 5 |
| Personal Trust and Agency Accounts | $31,649,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 390 |
| Employee Benefit-defined Benefit Accounts | $0 | 238 |
| Number of other employee benefit and retirement-related accounts | $8,389,000 | 12 |
| Corporate Trust and Agency Accounts | $783,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $35,003,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,108,000 | 2 |
| Other Fiduciary Accounts | $0 | 220 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,389,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $32,786,000 | 12 |
| Personal Trust and Agency Accounts | $788,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 106 |
| Number non-managed other employee benefit and retirement-related accounts | $173,000 | 53 |
| Corporate Trust and Agency Accounts | $31,702,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $105,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 39 |
| Other Fiduciary Accounts | $3,000 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $18,302,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $173,000 | 85 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $113,790,000 | 10 |
| Number of Managed Accounts | $80,695,000 | 5 |
| Personal Trust and Agency Accounts | $29,974,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 260 |
| Employee Benefit-defined Benefit Accounts | $0 | 181 |
| Number of other employee benefit and retirement-related accounts | $8,415,000 | 12 |
| Corporate Trust and Agency Accounts | $783,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $34,491,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,032,000 | 2 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,415,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $33,095,000 | 12 |
| Personal Trust and Agency Accounts | $797,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 67 |
| Number non-managed other employee benefit and retirement-related accounts | $167,000 | 42 |
| Corporate Trust and Agency Accounts | $31,990,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $111,000 | 20 |
| Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 25 |
| Other Fiduciary Accounts | $6,000 | 56 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $17,682,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $167,000 | 62 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $117,367,000 | 9 |
| Number of Managed Accounts | $82,690,000 | 5 |
| Personal Trust and Agency Accounts | $30,469,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 285 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number of other employee benefit and retirement-related accounts | $8,905,000 | 12 |
| Corporate Trust and Agency Accounts | $831,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $35,450,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,035,000 | 2 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,905,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $34,677,000 | 10 |
| Personal Trust and Agency Accounts | $817,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $177,000 | 42 |
| Corporate Trust and Agency Accounts | $33,518,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $119,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 24 |
| Other Fiduciary Accounts | $16,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $16,395,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $177,000 | 61 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $126,870,000 | 9 |
| Number of Managed Accounts | $88,152,000 | 5 |
| Personal Trust and Agency Accounts | $33,402,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 250 |
| Employee Benefit-defined Benefit Accounts | $0 | 174 |
| Number of other employee benefit and retirement-related accounts | $9,425,000 | 12 |
| Corporate Trust and Agency Accounts | $905,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $37,302,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,118,000 | 2 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,425,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $38,718,000 | 8 |
| Personal Trust and Agency Accounts | $871,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 157 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $186,000 | 39 |
| Corporate Trust and Agency Accounts | $37,475,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $123,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 24 |
| Other Fiduciary Accounts | $28,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,355,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $186,000 | 53 |
| 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 | $135,366,000 | 9 |
| Number of Managed Accounts | $90,951,000 | 5 |
| Personal Trust and Agency Accounts | $33,880,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $223,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $9,920,000 | 10 |
| Corporate Trust and Agency Accounts | $892,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $38,701,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,286,000 | 2 |
| Other Fiduciary Accounts | $14,000 | 50 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,920,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $44,415,000 | 7 |
| Personal Trust and Agency Accounts | $896,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $370,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $1,302,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,294,000 | 10 |
| Corporate Trust and Agency Accounts | $39,986,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $124,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $35,000 | 15 |
| Other Fiduciary Accounts | $408,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $22,380,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,294,000 | 24 |
| 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 | $141,646,000 | 9 |
| Number of Managed Accounts | $91,985,000 | 5 |
| Personal Trust and Agency Accounts | $34,331,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $225,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $9,952,000 | 11 |
| Corporate Trust and Agency Accounts | $1,062,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $39,106,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,253,000 | 2 |
| Other Fiduciary Accounts | $14,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,952,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $49,661,000 | 8 |
| Personal Trust and Agency Accounts | $873,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $399,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $1,318,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,314,000 | 10 |
| Corporate Trust and Agency Accounts | $45,150,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $144,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $41,000 | 15 |
| Other Fiduciary Accounts | $422,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $22,657,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $18,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,314,000 | 21 |
| 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 | $142,194,000 | 9 |
| Number of Managed Accounts | $91,758,000 | 5 |
| Personal Trust and Agency Accounts | $34,578,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $227,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $10,102,000 | 11 |
| Corporate Trust and Agency Accounts | $1,033,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $38,621,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,137,000 | 2 |
| Other Fiduciary Accounts | $17,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,102,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,436,000 | 8 |
| Personal Trust and Agency Accounts | $543,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,551,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $1,405,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,415,000 | 11 |
| Corporate Trust and Agency Accounts | $44,910,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $136,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $39,000 | 16 |
| Other Fiduciary Accounts | $437,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,107,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $18,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,415,000 | 23 |
| 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 | $142,065,000 | 7 |
| Number of Managed Accounts | $91,325,000 | 4 |
| Personal Trust and Agency Accounts | $34,447,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $233,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $10,135,000 | 11 |
| Corporate Trust and Agency Accounts | $1,075,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $38,256,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,117,000 | 2 |
| Other Fiduciary Accounts | $17,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,135,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,740,000 | 8 |
| Personal Trust and Agency Accounts | $596,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,029,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,416,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,480,000 | 11 |
| Corporate Trust and Agency Accounts | $44,581,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $140,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $52,000 | 13 |
| Other Fiduciary Accounts | $446,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $22,964,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $23,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,480,000 | 21 |
| 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 | $145,398,000 | 7 |
| Number of Managed Accounts | $93,671,000 | 4 |
| Personal Trust and Agency Accounts | $35,154,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $235,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $10,344,000 | 11 |
| Corporate Trust and Agency Accounts | $1,071,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $39,635,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,167,000 | 2 |
| Other Fiduciary Accounts | $19,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,344,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $11,586,000 | 8 |
| Number of Non-Managed Accounts | $51,727,000 | 8 |
| Personal Trust and Agency Accounts | $602,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,338,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,502,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,590,000 | 11 |
| Corporate Trust and Agency Accounts | $45,008,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $145,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 13 |
| Other Fiduciary Accounts | $470,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,406,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,590,000 | 23 |
| 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 | $145,911,000 | 7 |
| Number of Managed Accounts | $94,049,000 | 4 |
| Personal Trust and Agency Accounts | $35,647,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $59,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $243,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $10,444,000 | 11 |
| Corporate Trust and Agency Accounts | $1,068,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $39,446,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,117,000 | 2 |
| Other Fiduciary Accounts | $25,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,444,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $51,862,000 | 8 |
| Personal Trust and Agency Accounts | $594,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,359,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,524,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,602,000 | 11 |
| Corporate Trust and Agency Accounts | $45,082,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $154,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 13 |
| Other Fiduciary Accounts | $471,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,714,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $36,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,602,000 | 21 |
| 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 | $146,967,000 | 7 |
| Number of Managed Accounts | $94,640,000 | 3 |
| Personal Trust and Agency Accounts | $35,904,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $241,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $10,536,000 | 10 |
| Corporate Trust and Agency Accounts | $1,081,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $39,787,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,003,000 | 2 |
| Other Fiduciary Accounts | $24,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,536,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $52,327,000 | 8 |
| Personal Trust and Agency Accounts | $610,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,490,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,587,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,636,000 | 11 |
| Corporate Trust and Agency Accounts | $45,264,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $168,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $88,000 | 13 |
| Other Fiduciary Accounts | $484,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,708,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $37,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,636,000 | 23 |
| 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 | $147,289,000 | 7 |
| Number of Managed Accounts | $94,456,000 | 3 |
| Personal Trust and Agency Accounts | $35,721,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $244,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $10,634,000 | 9 |
| Corporate Trust and Agency Accounts | $1,087,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $39,699,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,977,000 | 2 |
| Other Fiduciary Accounts | $26,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,634,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $52,833,000 | 8 |
| Personal Trust and Agency Accounts | $630,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,613,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,635,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,683,000 | 11 |
| Corporate Trust and Agency Accounts | $45,506,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $173,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $96,000 | 12 |
| Other Fiduciary Accounts | $497,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,840,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $41,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,683,000 | 24 |
| 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 | $150,049,000 | 7 |
| Number of Managed Accounts | $96,693,000 | 3 |
| Personal Trust and Agency Accounts | $36,259,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $244,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $10,908,000 | 9 |
| Corporate Trust and Agency Accounts | $1,079,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $40,988,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,117,000 | 2 |
| Other Fiduciary Accounts | $27,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,908,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $12,488,000 | 10 |
| Number of Non-Managed Accounts | $53,356,000 | 8 |
| Personal Trust and Agency Accounts | $637,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,693,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,701,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,762,000 | 11 |
| Corporate Trust and Agency Accounts | $45,770,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $179,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $100,000 | 12 |
| Other Fiduciary Accounts | $514,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,789,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $65,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,762,000 | 23 |
| 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 | $149,732,000 | 7 |
| Number of Managed Accounts | $97,765,000 | 3 |
| Personal Trust and Agency Accounts | $37,056,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $257,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $10,946,000 | 9 |
| Corporate Trust and Agency Accounts | $1,024,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $41,292,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,086,000 | 2 |
| Other Fiduciary Accounts | $27,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,946,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $51,967,000 | 8 |
| Personal Trust and Agency Accounts | $658,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,747,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,718,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,789,000 | 11 |
| Corporate Trust and Agency Accounts | $44,245,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $187,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $99,000 | 12 |
| Other Fiduciary Accounts | $524,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,900,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $192,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,789,000 | 21 |
| 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 | $153,036,000 | 7 |
| Number of Managed Accounts | $98,934,000 | 3 |
| Personal Trust and Agency Accounts | $37,605,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $79,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $257,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,156,000 | 9 |
| Corporate Trust and Agency Accounts | $1,008,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $41,701,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,101,000 | 2 |
| Other Fiduciary Accounts | $27,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,156,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $54,102,000 | 8 |
| Personal Trust and Agency Accounts | $668,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,823,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,766,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,836,000 | 11 |
| Corporate Trust and Agency Accounts | $46,172,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $190,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $102,000 | 13 |
| Other Fiduciary Accounts | $545,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $24,115,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $248,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,836,000 | 22 |
| 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 | $153,981,000 | 6 |
| Number of Managed Accounts | $99,760,000 | 3 |
| Personal Trust and Agency Accounts | $37,742,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $259,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,463,000 | 9 |
| Corporate Trust and Agency Accounts | $969,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $42,139,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,083,000 | 2 |
| Other Fiduciary Accounts | $27,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,463,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $54,221,000 | 7 |
| Personal Trust and Agency Accounts | $685,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,917,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,805,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,885,000 | 11 |
| Corporate Trust and Agency Accounts | $46,064,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $205,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $96,000 | 13 |
| Other Fiduciary Accounts | $564,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $24,352,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $275,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,885,000 | 21 |
| 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 | $156,156,000 | 6 |
| Number of Managed Accounts | $101,501,000 | 3 |
| Personal Trust and Agency Accounts | $37,998,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $266,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,708,000 | 8 |
| Corporate Trust and Agency Accounts | $968,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $43,244,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,209,000 | 2 |
| Other Fiduciary Accounts | $27,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,708,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $15,201,000 | 6 |
| Number of Non-Managed Accounts | $54,655,000 | 7 |
| Personal Trust and Agency Accounts | $713,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,930,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $1,870,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,938,000 | 9 |
| Corporate Trust and Agency Accounts | $46,317,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $208,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $97,000 | 13 |
| Other Fiduciary Accounts | $582,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $24,511,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $310,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,938,000 | 21 |
| 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 | $157,265,000 | 8 |
| Number of Managed Accounts | $102,258,000 | 4 |
| Personal Trust and Agency Accounts | $38,834,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $270,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,736,000 | 9 |
| Corporate Trust and Agency Accounts | $980,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $43,112,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,218,000 | 2 |
| Other Fiduciary Accounts | $27,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,736,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $55,007,000 | 8 |
| Personal Trust and Agency Accounts | $732,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,085,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $1,895,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,947,000 | 10 |
| Corporate Trust and Agency Accounts | $46,446,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $215,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $94,000 | 12 |
| Other Fiduciary Accounts | $593,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $24,817,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $325,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,947,000 | 21 |
| 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 | $158,779,000 | 7 |
| Number of Managed Accounts | $103,111,000 | 4 |
| Personal Trust and Agency Accounts | $39,595,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $278,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,790,000 | 9 |
| Corporate Trust and Agency Accounts | $982,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $43,103,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,255,000 | 2 |
| Other Fiduciary Accounts | $26,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,790,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $55,668,000 | 7 |
| Personal Trust and Agency Accounts | $749,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,105,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,909,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,904,000 | 9 |
| Corporate Trust and Agency Accounts | $47,063,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $235,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $101,000 | 12 |
| Other Fiduciary Accounts | $602,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $25,085,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $318,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,904,000 | 20 |
| 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 | $159,171,000 | 7 |
| Number of Managed Accounts | $102,742,000 | 4 |
| Personal Trust and Agency Accounts | $39,469,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $85,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $282,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,853,000 | 9 |
| Corporate Trust and Agency Accounts | $980,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $42,838,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,208,000 | 2 |
| Other Fiduciary Accounts | $27,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,853,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $56,429,000 | 8 |
| Personal Trust and Agency Accounts | $756,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,302,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,902,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,942,000 | 10 |
| Corporate Trust and Agency Accounts | $47,588,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $233,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $101,000 | 13 |
| Other Fiduciary Accounts | $605,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $24,910,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $323,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,942,000 | 21 |
| 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 | $164,598,000 | 7 |
| Number of Managed Accounts | $103,463,000 | 4 |
| Personal Trust and Agency Accounts | $39,529,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $282,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,888,000 | 9 |
| Corporate Trust and Agency Accounts | $967,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $43,366,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,315,000 | 2 |
| Other Fiduciary Accounts | $26,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,888,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $18,564,000 | 6 |
| Number of Non-Managed Accounts | $61,135,000 | 7 |
| Personal Trust and Agency Accounts | $788,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,289,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,956,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,943,000 | 10 |
| Corporate Trust and Agency Accounts | $52,206,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $236,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $100,000 | 13 |
| Other Fiduciary Accounts | $617,000 | 13 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,841,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $310,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,943,000 | 21 |
| 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 | $164,329,000 | 7 |
| Number of Managed Accounts | $102,895,000 | 4 |
| Personal Trust and Agency Accounts | $39,686,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $284,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,827,000 | 9 |
| Corporate Trust and Agency Accounts | $835,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $42,864,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,280,000 | 2 |
| Other Fiduciary Accounts | $29,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,827,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $61,434,000 | 7 |
| Personal Trust and Agency Accounts | $795,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,390,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $2,036,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $1,966,000 | 11 |
| Corporate Trust and Agency Accounts | $52,263,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $238,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $109,000 | 13 |
| Other Fiduciary Accounts | $637,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $23,756,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $284,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,966,000 | 22 |
| 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 | $163,567,000 | 7 |
| Number of Managed Accounts | $102,748,000 | 4 |
| Personal Trust and Agency Accounts | $40,127,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $294,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,808,000 | 9 |
| Corporate Trust and Agency Accounts | $812,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $42,398,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,189,000 | 2 |
| Other Fiduciary Accounts | $29,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,808,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $60,819,000 | 7 |
| Personal Trust and Agency Accounts | $816,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,317,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $2,040,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $2,014,000 | 11 |
| Corporate Trust and Agency Accounts | $51,628,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $256,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $109,000 | 13 |
| Other Fiduciary Accounts | $639,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $24,224,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $271,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,014,000 | 20 |
| 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 | $163,630,000 | 7 |
| Number of Managed Accounts | $102,201,000 | 4 |
| Personal Trust and Agency Accounts | $40,273,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $293,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,501,000 | 9 |
| Corporate Trust and Agency Accounts | $824,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $41,793,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,117,000 | 2 |
| Other Fiduciary Accounts | $307,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,501,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $61,429,000 | 7 |
| Personal Trust and Agency Accounts | $829,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,371,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,069,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $441,000 | 28 |
| Corporate Trust and Agency Accounts | $52,080,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $271,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $107,000 | 12 |
| Other Fiduciary Accounts | $2,261,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $19,513,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $264,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $441,000 | 41 |
| 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 | $165,669,000 | 7 |
| Number of Managed Accounts | $102,986,000 | 4 |
| Personal Trust and Agency Accounts | $40,556,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $95,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $293,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,549,000 | 9 |
| Corporate Trust and Agency Accounts | $839,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $42,224,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,120,000 | 2 |
| Other Fiduciary Accounts | $310,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,549,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $20,094,000 | 5 |
| Number of Non-Managed Accounts | $62,683,000 | 7 |
| Personal Trust and Agency Accounts | $858,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,382,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,090,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $464,000 | 30 |
| Corporate Trust and Agency Accounts | $53,145,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $274,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $114,000 | 10 |
| Other Fiduciary Accounts | $2,356,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $19,650,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $278,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $464,000 | 44 |
| 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 | $166,965,000 | 7 |
| Number of Managed Accounts | $103,066,000 | 4 |
| Personal Trust and Agency Accounts | $41,088,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $241,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,481,000 | 9 |
| Corporate Trust and Agency Accounts | $882,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $41,925,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $7,040,000 | 2 |
| Other Fiduciary Accounts | $311,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,481,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $63,899,000 | 7 |
| Personal Trust and Agency Accounts | $876,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,510,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,121,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $491,000 | 26 |
| Corporate Trust and Agency Accounts | $54,061,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $288,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $111,000 | 10 |
| Other Fiduciary Accounts | $2,441,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,161,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $272,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $12,994,000 | 16 |
| 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 | $167,878,000 | 7 |
| Number of Managed Accounts | $102,888,000 | 4 |
| Personal Trust and Agency Accounts | $41,532,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $103,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $246,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,333,000 | 9 |
| Corporate Trust and Agency Accounts | $913,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $41,547,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,910,000 | 2 |
| Other Fiduciary Accounts | $304,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,333,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $64,990,000 | 7 |
| Personal Trust and Agency Accounts | $884,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,714,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,095,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $512,000 | 27 |
| Corporate Trust and Agency Accounts | $54,881,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $299,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $111,000 | 10 |
| Other Fiduciary Accounts | $2,494,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $221,760,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $230,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $202,498,000 | 7 |
| 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 | $167,799,000 | 7 |
| Number of Managed Accounts | $101,874,000 | 4 |
| Personal Trust and Agency Accounts | $41,823,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $102,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $244,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,191,000 | 9 |
| Corporate Trust and Agency Accounts | $931,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $40,533,000 | 5 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,739,000 | 2 |
| Other Fiduciary Accounts | $311,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,191,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $65,925,000 | 7 |
| Personal Trust and Agency Accounts | $905,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,017,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,117,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $560,000 | 26 |
| Corporate Trust and Agency Accounts | $55,259,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $308,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $113,000 | 10 |
| Other Fiduciary Accounts | $2,646,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $221,658,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $231,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $202,463,000 | 7 |
| 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 | $169,798,000 | 7 |
| Number of Managed Accounts | $102,509,000 | 4 |
| Personal Trust and Agency Accounts | $42,322,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $103,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $252,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,169,000 | 8 |
| Corporate Trust and Agency Accounts | $929,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $40,700,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,722,000 | 2 |
| Other Fiduciary Accounts | $312,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,169,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $22,534,000 | 7 |
| Number of Non-Managed Accounts | $67,289,000 | 7 |
| Personal Trust and Agency Accounts | $912,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,079,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,238,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $566,000 | 28 |
| Corporate Trust and Agency Accounts | $56,351,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $312,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $132,000 | 10 |
| Other Fiduciary Accounts | $2,699,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $208,039,000 | 8 |
| Fiduciary Accounts Held in Foreign Offices | $231,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $188,768,000 | 7 |
| 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 | $170,155,000 | 7 |
| Number of Managed Accounts | $102,117,000 | 4 |
| Personal Trust and Agency Accounts | $42,812,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $104,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $253,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,081,000 | 8 |
| Corporate Trust and Agency Accounts | $938,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $40,003,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,619,000 | 2 |
| Other Fiduciary Accounts | $307,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,081,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $68,038,000 | 7 |
| Personal Trust and Agency Accounts | $917,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,109,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,302,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $563,000 | 22 |
| Corporate Trust and Agency Accounts | $56,926,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $334,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $134,000 | 9 |
| Other Fiduciary Accounts | $2,753,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $200,351,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $168,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $181,166,000 | 8 |
| 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 | $169,987,000 | 7 |
| Number of Managed Accounts | $101,893,000 | 4 |
| Personal Trust and Agency Accounts | $43,371,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $316,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $10,955,000 | 9 |
| Corporate Trust and Agency Accounts | $949,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $39,328,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,569,000 | 2 |
| Other Fiduciary Accounts | $300,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,955,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $68,094,000 | 6 |
| Personal Trust and Agency Accounts | $924,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,264,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,202,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $576,000 | 21 |
| Corporate Trust and Agency Accounts | $56,833,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $349,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $143,000 | 9 |
| Other Fiduciary Accounts | $2,803,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $195,149,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $165,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $176,071,000 | 8 |
| 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 | $170,673,000 | 6 |
| Number of Managed Accounts | $101,276,000 | 3 |
| Personal Trust and Agency Accounts | $43,737,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $114,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $315,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,810,000 | 8 |
| Corporate Trust and Agency Accounts | $1,020,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $38,446,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,521,000 | 2 |
| Other Fiduciary Accounts | $313,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,810,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $69,397,000 | 7 |
| Personal Trust and Agency Accounts | $948,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,418,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,256,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $597,000 | 23 |
| Corporate Trust and Agency Accounts | $56,890,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $353,000 | 7 |
| Number (#) individual retirement, health savings, and other similar accounts | $168,000 | 9 |
| Other Fiduciary Accounts | $3,767,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $189,494,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $232,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $171,023,000 | 8 |
| 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 | $170,110,000 | 6 |
| Number of Managed Accounts | $102,117,000 | 3 |
| Personal Trust and Agency Accounts | $44,278,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $317,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,712,000 | 8 |
| Corporate Trust and Agency Accounts | $1,006,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $38,720,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,651,000 | 2 |
| Other Fiduciary Accounts | $315,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,712,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $24,219,000 | 7 |
| Number of Non-Managed Accounts | $67,993,000 | 7 |
| Personal Trust and Agency Accounts | $991,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,474,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,337,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $620,000 | 29 |
| Corporate Trust and Agency Accounts | $55,482,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $135,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $156,000 | 10 |
| Other Fiduciary Accounts | $3,798,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $177,742,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $131,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $159,304,000 | 10 |
| 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 | $169,485,000 | 6 |
| Number of Managed Accounts | $101,858,000 | 3 |
| Personal Trust and Agency Accounts | $44,890,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $316,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $10,519,000 | 8 |
| Corporate Trust and Agency Accounts | $1,043,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $38,046,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,610,000 | 2 |
| Other Fiduciary Accounts | $315,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,519,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $67,627,000 | 7 |
| Personal Trust and Agency Accounts | $997,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,530,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,391,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $611,000 | 24 |
| Corporate Trust and Agency Accounts | $55,057,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $104,000 | 22 |
| Number (#) individual retirement, health savings, and other similar accounts | $159,000 | 9 |
| Other Fiduciary Accounts | $3,778,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $177,001,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $121,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $158,685,000 | 9 |
| 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 | $170,948,000 | 6 |
| Number of Managed Accounts | $101,559,000 | 3 |
| Personal Trust and Agency Accounts | $45,496,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $323,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,387,000 | 8 |
| Corporate Trust and Agency Accounts | $1,039,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $37,287,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,581,000 | 3 |
| Other Fiduciary Accounts | $326,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,387,000 | 8 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $69,389,000 | 9 |
| Personal Trust and Agency Accounts | $1,003,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,654,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,361,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $622,000 | 24 |
| Corporate Trust and Agency Accounts | $56,630,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $102,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $157,000 | 10 |
| Other Fiduciary Accounts | $3,860,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $177,013,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $122,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $158,761,000 | 9 |
| 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 | $171,592,000 | 6 |
| Number of Managed Accounts | $101,400,000 | 3 |
| Personal Trust and Agency Accounts | $46,213,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $326,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,277,000 | 8 |
| Corporate Trust and Agency Accounts | $867,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $36,689,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,570,000 | 3 |
| Other Fiduciary Accounts | $335,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,277,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $70,192,000 | 10 |
| Personal Trust and Agency Accounts | $961,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,958,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $2,443,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $631,000 | 27 |
| Corporate Trust and Agency Accounts | $56,994,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $95,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $163,000 | 10 |
| Other Fiduciary Accounts | $3,947,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $177,393,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $112,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $158,993,000 | 9 |
| 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 | $174,345,000 | 6 |
| Number of Managed Accounts | $102,737,000 | 3 |
| Personal Trust and Agency Accounts | $46,983,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $131,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $325,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,259,000 | 8 |
| Corporate Trust and Agency Accounts | $963,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $37,058,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $6,677,000 | 3 |
| Other Fiduciary Accounts | $341,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,259,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $26,013,000 | 7 |
| Number of Non-Managed Accounts | $71,608,000 | 10 |
| Personal Trust and Agency Accounts | $953,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,045,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $2,470,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $667,000 | 32 |
| Corporate Trust and Agency Accounts | $58,240,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $80,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $173,000 | 11 |
| Other Fiduciary Accounts | $3,980,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $168,185,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $122,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $149,717,000 | 10 |
| 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 | $176,517,000 | 6 |
| Number of Managed Accounts | $103,132,000 | 3 |
| Personal Trust and Agency Accounts | $48,153,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $148,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $324,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,173,000 | 7 |
| Corporate Trust and Agency Accounts | $1,083,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $37,094,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,806,000 | 3 |
| Other Fiduciary Accounts | $351,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,173,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $73,385,000 | 10 |
| Personal Trust and Agency Accounts | $977,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,317,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $2,590,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $725,000 | 23 |
| Corporate Trust and Agency Accounts | $59,324,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $96,000 | 22 |
| Number (#) individual retirement, health savings, and other similar accounts | $252,000 | 8 |
| Other Fiduciary Accounts | $4,104,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $164,349,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $119,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $147,171,000 | 11 |
| 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 | $178,965,000 | 6 |
| Number of Managed Accounts | $103,283,000 | 3 |
| Personal Trust and Agency Accounts | $49,042,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $155,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $326,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,092,000 | 6 |
| Corporate Trust and Agency Accounts | $1,078,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $36,471,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,764,000 | 3 |
| Other Fiduciary Accounts | $355,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,092,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $75,682,000 | 10 |
| Personal Trust and Agency Accounts | $1,003,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,405,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $2,588,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $719,000 | 23 |
| Corporate Trust and Agency Accounts | $61,063,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $85,000 | 26 |
| Number (#) individual retirement, health savings, and other similar accounts | $247,000 | 8 |
| Other Fiduciary Accounts | $4,572,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $160,806,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $106,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $143,968,000 | 11 |
| 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 | $179,499,000 | 6 |
| Number of Managed Accounts | $103,368,000 | 3 |
| Personal Trust and Agency Accounts | $49,988,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $168,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $334,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,005,000 | 6 |
| Corporate Trust and Agency Accounts | $1,088,000 | 2 |
| Number of managed investment management and investment advisory agency accounts | $35,750,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,678,000 | 3 |
| Other Fiduciary Accounts | $357,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,005,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $76,131,000 | 10 |
| Personal Trust and Agency Accounts | $1,074,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,798,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $2,672,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $744,000 | 23 |
| Corporate Trust and Agency Accounts | $60,919,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $73,000 | 27 |
| Number (#) individual retirement, health savings, and other similar accounts | $264,000 | 8 |
| Other Fiduciary Accounts | $4,587,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $158,367,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $115,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $141,397,000 | 11 |
| 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 | $184,198,000 | 5 |
| Number of Managed Accounts | $105,650,000 | 3 |
| Personal Trust and Agency Accounts | $51,194,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $352,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,130,000 | 6 |
| Corporate Trust and Agency Accounts | $969,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $36,644,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,778,000 | 3 |
| Other Fiduciary Accounts | $402,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,130,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $27,830,000 | 7 |
| Number of Non-Managed Accounts | $78,548,000 | 10 |
| Personal Trust and Agency Accounts | $1,103,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,878,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $2,637,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $761,000 | 28 |
| Corporate Trust and Agency Accounts | $63,268,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $78,000 | 27 |
| Number (#) individual retirement, health savings, and other similar accounts | $259,000 | 8 |
| Other Fiduciary Accounts | $4,564,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $148,473,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $119,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $132,874,000 | 11 |
| 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 | $183,807,000 | 5 |
| Number of Managed Accounts | $105,825,000 | 2 |
| Personal Trust and Agency Accounts | $51,842,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $206,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $365,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,189,000 | 7 |
| Corporate Trust and Agency Accounts | $957,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $36,121,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,733,000 | 3 |
| Other Fiduciary Accounts | $412,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,189,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $77,982,000 | 10 |
| Personal Trust and Agency Accounts | $1,075,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,893,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $2,561,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $804,000 | 22 |
| Corporate Trust and Agency Accounts | $62,698,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $79,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $264,000 | 5 |
| Other Fiduciary Accounts | $4,608,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $144,990,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $116,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $129,530,000 | 12 |
| 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 | $186,933,000 | 5 |
| Number of Managed Accounts | $106,579,000 | 2 |
| Personal Trust and Agency Accounts | $52,907,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $230,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $310,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,272,000 | 5 |
| Corporate Trust and Agency Accounts | $909,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $35,776,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,691,000 | 3 |
| Other Fiduciary Accounts | $484,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,272,000 | 4 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $80,354,000 | 10 |
| Personal Trust and Agency Accounts | $1,144,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,211,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $2,617,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $814,000 | 22 |
| Corporate Trust and Agency Accounts | $63,513,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $84,000 | 22 |
| Number (#) individual retirement, health savings, and other similar accounts | $244,000 | 5 |
| Other Fiduciary Accounts | $4,727,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $140,877,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $109,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $125,432,000 | 10 |
| 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 | $190,032,000 | 5 |
| Number of Managed Accounts | $107,875,000 | 2 |
| Personal Trust and Agency Accounts | $53,999,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $243,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $321,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,462,000 | 5 |
| Corporate Trust and Agency Accounts | $916,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $35,764,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,677,000 | 4 |
| Other Fiduciary Accounts | $493,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,462,000 | 4 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $82,157,000 | 10 |
| Personal Trust and Agency Accounts | $1,202,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,442,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,685,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $854,000 | 21 |
| Corporate Trust and Agency Accounts | $63,530,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $89,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $250,000 | 5 |
| Other Fiduciary Accounts | $5,105,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $139,699,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $108,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $124,089,000 | 9 |
| 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 | $192,161,000 | 5 |
| Number of Managed Accounts | $108,779,000 | 2 |
| Personal Trust and Agency Accounts | $55,556,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $254,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $336,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,634,000 | 5 |
| Corporate Trust and Agency Accounts | $927,000 | 3 |
| Number of managed investment management and investment advisory agency accounts | $35,005,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,578,000 | 3 |
| Other Fiduciary Accounts | $489,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,634,000 | 4 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $31,950,000 | 6 |
| Number of Non-Managed Accounts | $83,382,000 | 8 |
| Personal Trust and Agency Accounts | $1,215,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,902,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,659,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $887,000 | 23 |
| Corporate Trust and Agency Accounts | $64,408,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $112,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $285,000 | 6 |
| Other Fiduciary Accounts | $4,914,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $130,206,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $134,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $114,185,000 | 11 |
| 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 | $195,333,000 | 5 |
| Number of Managed Accounts | $110,414,000 | 2 |
| Personal Trust and Agency Accounts | $56,528,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $270,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $339,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $10,939,000 | 5 |
| Corporate Trust and Agency Accounts | $205,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $36,069,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,575,000 | 3 |
| Other Fiduciary Accounts | $489,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,939,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $84,919,000 | 8 |
| Personal Trust and Agency Accounts | $1,238,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,740,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,628,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $924,000 | 20 |
| Corporate Trust and Agency Accounts | $64,693,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $143,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $312,000 | 4 |
| Other Fiduciary Accounts | $5,241,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $129,465,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $122,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $112,363,000 | 10 |
| 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 | $198,796,000 | 5 |
| Number of Managed Accounts | $113,701,000 | 2 |
| Personal Trust and Agency Accounts | $58,171,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $279,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $361,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $11,141,000 | 5 |
| Corporate Trust and Agency Accounts | $208,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $37,571,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,547,000 | 3 |
| Other Fiduciary Accounts | $423,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,141,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $85,095,000 | 8 |
| Personal Trust and Agency Accounts | $1,311,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,038,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,631,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $963,000 | 19 |
| Corporate Trust and Agency Accounts | $65,229,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $216,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $311,000 | 4 |
| Other Fiduciary Accounts | $4,396,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $128,288,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $123,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $111,002,000 | 10 |
| 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 | $200,902,000 | 4 |
| Number of Managed Accounts | $115,313,000 | 2 |
| Personal Trust and Agency Accounts | $59,288,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $289,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $359,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $11,263,000 | 4 |
| Corporate Trust and Agency Accounts | $212,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $37,917,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $5,561,000 | 3 |
| Other Fiduciary Accounts | $424,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,263,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $85,589,000 | 8 |
| Personal Trust and Agency Accounts | $1,320,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,160,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,633,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $933,000 | 19 |
| Corporate Trust and Agency Accounts | $65,517,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $314,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $394,000 | 4 |
| Other Fiduciary Accounts | $4,318,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $127,841,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $11,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $110,616,000 | 10 |
| 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 | $202,248,000 | 4 |
| Number of Managed Accounts | $115,692,000 | 2 |
| Personal Trust and Agency Accounts | $60,816,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $306,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $374,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,342,000 | 4 |
| Corporate Trust and Agency Accounts | $217,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $38,281,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,921,000 | 3 |
| Other Fiduciary Accounts | $435,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,342,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $38,895,000 | 6 |
| Number of Non-Managed Accounts | $86,556,000 | 8 |
| Personal Trust and Agency Accounts | $1,372,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,416,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,660,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $950,000 | 23 |
| Corporate Trust and Agency Accounts | $66,203,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $347,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $314,000 | 5 |
| Other Fiduciary Accounts | $4,294,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $123,312,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $11,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $106,184,000 | 10 |
| 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 | $202,836,000 | 4 |
| Number of Managed Accounts | $117,163,000 | 2 |
| Personal Trust and Agency Accounts | $62,283,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $326,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $394,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $11,261,000 | 3 |
| Corporate Trust and Agency Accounts | $202,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $38,359,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $3,876,000 | 3 |
| Other Fiduciary Accounts | $462,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $241,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,261,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $85,673,000 | 8 |
| Personal Trust and Agency Accounts | $1,440,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,863,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $2,640,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $966,000 | 20 |
| Corporate Trust and Agency Accounts | $64,755,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $366,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $309,000 | 5 |
| Other Fiduciary Accounts | $4,334,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $119,550,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $260,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $103,046,000 | 10 |
| 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 | $202,167,000 | 5 |
| Number of Managed Accounts | $117,137,000 | 2 |
| Personal Trust and Agency Accounts | $63,463,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $333,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $441,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $11,112,000 | 3 |
| Corporate Trust and Agency Accounts | $203,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $37,298,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,030,000 | 3 |
| Other Fiduciary Accounts | $257,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $254,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,112,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $85,030,000 | 8 |
| Personal Trust and Agency Accounts | $1,545,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,212,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $2,537,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $976,000 | 22 |
| Corporate Trust and Agency Accounts | $64,802,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $422,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,107,000 | 2 |
| Other Fiduciary Accounts | $3,429,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $117,577,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $264,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $99,911,000 | 10 |
| 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 | $195,970,000 | 5 |
| Number of Managed Accounts | $107,192,000 | 2 |
| Personal Trust and Agency Accounts | $59,943,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $494,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $520,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $10,453,000 | 3 |
| Corporate Trust and Agency Accounts | $223,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $30,710,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $4,698,000 | 3 |
| Other Fiduciary Accounts | $151,000 | 10 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $266,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,074,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $88,778,000 | 7 |
| Personal Trust and Agency Accounts | $1,819,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,285,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $2,822,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $2,457,000 | 13 |
| Corporate Trust and Agency Accounts | $65,298,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,594,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $489,000 | 3 |
| Other Fiduciary Accounts | $3,014,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $21,958,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $273,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $775,000 | 25 |
| 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 | $139,836,000 | 7 |
| Number of Managed Accounts | $59,404,000 | 5 |
| Personal Trust and Agency Accounts | $27,730,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $296,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $333,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $6,396,000 | 7 |
| Corporate Trust and Agency Accounts | $169,000 | 5 |
| Number of managed investment management and investment advisory agency accounts | $22,554,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,775,000 | 5 |
| Other Fiduciary Accounts | $151,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,395,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $16,691,000 | 10 |
| Number of Non-Managed Accounts | $80,432,000 | 8 |
| Personal Trust and Agency Accounts | $999,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,875,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $1,571,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $678,000 | 35 |
| Corporate Trust and Agency Accounts | $65,760,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 32 |
| Number (#) individual retirement, health savings, and other similar accounts | $295,000 | 7 |
| Other Fiduciary Accounts | $3,204,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,599,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $680,000 | 35 |
| 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 | $335,606,000 | 5 |
| Number of Managed Accounts | $59,273,000 | 5 |
| Personal Trust and Agency Accounts | $28,056,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $294,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $315,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,235,000 | 6 |
| Corporate Trust and Agency Accounts | $157,000 | 6 |
| Number of managed investment management and investment advisory agency accounts | $22,729,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,487,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| 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 | $276,333,000 | 5 |
| Personal Trust and Agency Accounts | $894,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,085,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,515,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $422,000 | 34 |
| Corporate Trust and Agency Accounts | $63,337,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $202,080,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,208,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # 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 | $331,899,000 | 5 |
| Number of Managed Accounts | $59,775,000 | 5 |
| Personal Trust and Agency Accounts | $28,702,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $312,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $317,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $6,152,000 | 5 |
| Corporate Trust and Agency Accounts | $135,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $22,651,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,506,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| 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 | $272,124,000 | 5 |
| Personal Trust and Agency Accounts | $912,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,005,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,482,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $487,000 | 31 |
| Corporate Trust and Agency Accounts | $63,982,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $197,256,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,011,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # 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 | $326,937,000 | 4 |
| Number of Managed Accounts | $60,410,000 | 5 |
| Personal Trust and Agency Accounts | $29,421,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $325,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $323,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $6,121,000 | 4 |
| Corporate Trust and Agency Accounts | $86,000 | 10 |
| Number of managed investment management and investment advisory agency accounts | $22,693,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,441,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| 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 | $266,527,000 | 4 |
| Personal Trust and Agency Accounts | $933,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,107,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,456,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $515,000 | 30 |
| Corporate Trust and Agency Accounts | $65,783,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $189,733,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,079,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # 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 | $326,718,000 | 5 |
| Number of Managed Accounts | $61,271,000 | 5 |
| Personal Trust and Agency Accounts | $31,446,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $399,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $357,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $6,152,000 | 4 |
| Corporate Trust and Agency Accounts | $86,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $9,813,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $13,018,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $265,447,000 | 5 |
| Personal Trust and Agency Accounts | $906,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,433,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $1,500,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $13,915,000 | 11 |
| Corporate Trust and Agency Accounts | $69,404,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $169,289,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,941,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # 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 | $315,485,000 | 5 |
| Number of Managed Accounts | $61,686,000 | 4 |
| Personal Trust and Agency Accounts | $32,396,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $404,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $358,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,067,000 | 4 |
| Corporate Trust and Agency Accounts | $87,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $9,812,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,562,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| 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 | $253,799,000 | 5 |
| Personal Trust and Agency Accounts | $928,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,211,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $1,514,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $14,098,000 | 10 |
| Corporate Trust and Agency Accounts | $60,604,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $166,444,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,602,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # 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 | $308,957,000 | 5 |
| Number of Managed Accounts | $61,856,000 | 4 |
| Personal Trust and Agency Accounts | $33,085,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $409,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $357,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $5,931,000 | 4 |
| Corporate Trust and Agency Accounts | $86,000 | 11 |
| Number of managed investment management and investment advisory agency accounts | $9,734,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,254,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| 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 | $247,101,000 | 5 |
| Personal Trust and Agency Accounts | $953,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,945,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $1,571,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $14,359,000 | 11 |
| Corporate Trust and Agency Accounts | $60,186,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $160,087,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,128,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # 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 | $287,069,000 | 4 |
| Number of Managed Accounts | $61,592,000 | 4 |
| Personal Trust and Agency Accounts | $33,546,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $448,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $375,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $5,829,000 | 4 |
| Corporate Trust and Agency Accounts | $70,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $9,610,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $11,714,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| 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 | $225,477,000 | 4 |
| Personal Trust and Agency Accounts | $964,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,403,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $1,570,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $14,650,000 | 10 |
| Corporate Trust and Agency Accounts | $49,919,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $147,971,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,353,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # 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 | $262,864,000 | 6 |
| Number of Managed Accounts | $61,037,000 | 4 |
| Personal Trust and Agency Accounts | $33,714,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $443,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $375,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $5,712,000 | 4 |
| Corporate Trust and Agency Accounts | $58,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $9,419,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $11,316,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| 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 | $201,827,000 | 5 |
| Personal Trust and Agency Accounts | $996,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,123,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $1,558,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $14,949,000 | 10 |
| Corporate Trust and Agency Accounts | $49,544,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $124,657,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,620,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # 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 | $257,847,000 | 6 |
| Number of Managed Accounts | $62,724,000 | 4 |
| Personal Trust and Agency Accounts | $34,388,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $465,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $377,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $5,526,000 | 4 |
| Corporate Trust and Agency Accounts | $67,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $9,625,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,276,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| 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 | $195,123,000 | 5 |
| Personal Trust and Agency Accounts | $1,019,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,100,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,530,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $15,227,000 | 9 |
| Corporate Trust and Agency Accounts | $48,804,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $118,443,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,679,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # 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 | $250,954,000 | 6 |
| Number of Managed Accounts | $62,902,000 | 4 |
| Personal Trust and Agency Accounts | $35,033,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $473,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $376,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $5,389,000 | 3 |
| Corporate Trust and Agency Accounts | $105,000 | 12 |
| Number of managed investment management and investment advisory agency accounts | $9,514,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,012,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| 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 | $188,052,000 | 5 |
| Personal Trust and Agency Accounts | $1,054,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,991,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,526,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $15,575,000 | 9 |
| Corporate Trust and Agency Accounts | $48,645,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $111,261,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,666,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # 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 | $241,887,000 | 7 |
| Number of Managed Accounts | $62,698,000 | 5 |
| Personal Trust and Agency Accounts | $35,671,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $514,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $380,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $5,261,000 | 3 |
| Corporate Trust and Agency Accounts | $91,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $9,372,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $11,409,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| 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 | $179,189,000 | 5 |
| Personal Trust and Agency Accounts | $1,156,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,587,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,524,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $15,784,000 | 9 |
| Corporate Trust and Agency Accounts | $45,592,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $104,546,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,733,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # 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 | $201,496,000 | 6 |
| Number of Managed Accounts | $61,762,000 | 6 |
| Personal Trust and Agency Accounts | $35,889,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $525,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $388,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $5,059,000 | 3 |
| Corporate Trust and Agency Accounts | $74,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $9,247,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $10,580,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| 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 | $139,734,000 | 6 |
| Personal Trust and Agency Accounts | $1,201,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,396,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $1,537,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $722,000 | 32 |
| Corporate Trust and Agency Accounts | $41,810,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $84,068,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,774,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # 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 | $198,183,000 | 6 |
| Number of Managed Accounts | $62,463,000 | 5 |
| Personal Trust and Agency Accounts | $36,582,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $550,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $385,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,996,000 | 3 |
| Corporate Trust and Agency Accounts | $86,000 | 13 |
| Number of managed investment management and investment advisory agency accounts | $9,663,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $10,201,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| 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 | $135,720,000 | 6 |
| Personal Trust and Agency Accounts | $1,512,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,266,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,521,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $776,000 | 20 |
| Corporate Trust and Agency Accounts | $42,701,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $78,944,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,321,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # 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 | $192,981,000 | 7 |
| Number of Managed Accounts | $62,941,000 | 5 |
| Personal Trust and Agency Accounts | $37,325,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $570,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $387,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,920,000 | 3 |
| Corporate Trust and Agency Accounts | $91,000 | 19 |
| Number of managed investment management and investment advisory agency accounts | $9,637,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $10,011,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| 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 | $130,040,000 | 6 |
| Personal Trust and Agency Accounts | $1,603,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,775,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $1,798,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $802,000 | 19 |
| Corporate Trust and Agency Accounts | $40,943,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $74,119,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,370,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # 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 | $120,586,000 | 8 |
| Number of Managed Accounts | $63,038,000 | 5 |
| Personal Trust and Agency Accounts | $37,830,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $595,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $346,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,894,000 | 3 |
| Corporate Trust and Agency Accounts | $96,000 | 16 |
| Number of managed investment management and investment advisory agency accounts | $9,564,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $9,713,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $57,548,000 | 6 |
| Personal Trust and Agency Accounts | $1,645,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,889,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $1,135,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $845,000 | 20 |
| Corporate Trust and Agency Accounts | $38,979,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,055,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,312,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # 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 | $118,927,000 | 8 |
| Number of Managed Accounts | $62,826,000 | 4 |
| Personal Trust and Agency Accounts | $38,262,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $585,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $297,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,749,000 | 3 |
| Corporate Trust and Agency Accounts | $92,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $9,452,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $9,389,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| 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 | $56,101,000 | 6 |
| Personal Trust and Agency Accounts | $1,676,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,517,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,199,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $904,000 | 28 |
| Corporate Trust and Agency Accounts | $37,771,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,034,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,185,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # 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 | $116,859,000 | 8 |
| Number of Managed Accounts | $63,634,000 | 4 |
| Personal Trust and Agency Accounts | $39,266,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $618,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $299,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,779,000 | 3 |
| Corporate Trust and Agency Accounts | $99,000 | 17 |
| Number of managed investment management and investment advisory agency accounts | $9,510,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $9,063,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| 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 | $53,225,000 | 6 |
| Personal Trust and Agency Accounts | $1,738,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,123,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $1,181,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $971,000 | 20 |
| Corporate Trust and Agency Accounts | $35,442,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,770,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,270,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # 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 | $114,068,000 | 9 |
| Number of Managed Accounts | $64,176,000 | 5 |
| Personal Trust and Agency Accounts | $39,970,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $665,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $303,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $4,806,000 | 3 |
| Corporate Trust and Agency Accounts | $73,000 | 21 |
| Number of managed investment management and investment advisory agency accounts | $9,544,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,815,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| 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 | $49,892,000 | 8 |
| Personal Trust and Agency Accounts | $1,870,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,906,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,174,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $1,050,000 | 21 |
| Corporate Trust and Agency Accounts | $32,114,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,778,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,290,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # 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 | $115,435,000 | 9 |
| Number of Managed Accounts | $64,354,000 | 6 |
| Personal Trust and Agency Accounts | $40,487,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $655,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $307,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $4,846,000 | 2 |
| Corporate Trust and Agency Accounts | $70,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $9,497,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,492,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| 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 | $51,081,000 | 8 |
| Personal Trust and Agency Accounts | $2,011,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,908,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $1,200,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $1,123,000 | 19 |
| Corporate Trust and Agency Accounts | $33,092,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,747,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,379,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| # 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 | $116,907,000 | 9 |
| Number of Managed Accounts | $64,387,000 | 4 |
| Personal Trust and Agency Accounts | $41,046,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $673,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $308,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $4,832,000 | 2 |
| Corporate Trust and Agency Accounts | $95,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $9,220,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,213,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| 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 | $52,520,000 | 8 |
| Personal Trust and Agency Accounts | $2,069,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,655,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $1,235,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,191,000 | 26 |
| Corporate Trust and Agency Accounts | $34,571,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,799,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,588,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 | $114,355,000 | 9 |
| Number of Managed Accounts | $64,461,000 | 4 |
| Personal Trust and Agency Accounts | $41,777,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $702,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $281,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $4,829,000 | 2 |
| Corporate Trust and Agency Accounts | $97,000 | 14 |
| Number of managed investment management and investment advisory agency accounts | $8,769,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,006,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| 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 | $49,894,000 | 9 |
| Personal Trust and Agency Accounts | $2,012,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,118,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $1,117,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $1,225,000 | 20 |
| Corporate Trust and Agency Accounts | $33,004,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,418,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,603,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 | $113,813,000 | 9 |
| Number of Managed Accounts | $65,056,000 | 4 |
| Personal Trust and Agency Accounts | $42,442,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $753,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $318,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $4,805,000 | 2 |
| Corporate Trust and Agency Accounts | $74,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $8,628,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,036,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| 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 | $48,757,000 | 10 |
| Personal Trust and Agency Accounts | $2,050,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,163,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $1,151,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $1,304,000 | 22 |
| Corporate Trust and Agency Accounts | $31,756,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,333,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,620,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # 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 | $112,538,000 | 7 |
| Number of Managed Accounts | $66,065,000 | 4 |
| Personal Trust and Agency Accounts | $43,162,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $804,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $298,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $4,859,000 | 2 |
| Corporate Trust and Agency Accounts | $554,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $8,120,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,268,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $46,473,000 | 10 |
| Personal Trust and Agency Accounts | $2,167,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,834,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $1,086,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $1,277,000 | 21 |
| Corporate Trust and Agency Accounts | $29,998,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,111,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,636,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # 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 | $62,344,000 | 12 |
| Number of Managed Accounts | $43,694,000 | 6 |
| Personal Trust and Agency Accounts | $28,326,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $503,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $184,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $2,643,000 | 9 |
| Corporate Trust and Agency Accounts | $85,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $6,410,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $5,543,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| 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 | $18,650,000 | 19 |
| Personal Trust and Agency Accounts | $1,259,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,777,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $480,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $978,000 | 32 |
| Corporate Trust and Agency Accounts | $10,728,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,428,000 | 12 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,630,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 | $41,741,000 | 17 |
| Number of Managed Accounts | $32,276,000 | 11 |
| Personal Trust and Agency Accounts | $20,358,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $64,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $1,855,000 | 14 |
| Corporate Trust and Agency Accounts | $20,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $5,300,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,546,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| 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 | $9,465,000 | 23 |
| Personal Trust and Agency Accounts | $895,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,811,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $309,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $640,000 | 36 |
| Corporate Trust and Agency Accounts | $4,839,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $971,000 | 11 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,622,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 | $37,470,000 | 20 |
| Number of Managed Accounts | $28,216,000 | 11 |
| Personal Trust and Agency Accounts | $20,351,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $152,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $1,867,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $5,328,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $459,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| 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 | $9,254,000 | 26 |
| Personal Trust and Agency Accounts | $924,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,893,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $328,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $1,351,000 | 25 |
| Corporate Trust and Agency Accounts | $4,626,000 | 13 |
| 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 | $132,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,005,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 | $36,458,000 | 20 |
| Number of Managed Accounts | $27,577,000 | 12 |
| Personal Trust and Agency Accounts | $19,832,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $152,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $1,747,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $5,332,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $453,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| 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 | $8,881,000 | 27 |
| Personal Trust and Agency Accounts | $941,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,821,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $343,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $1,349,000 | 25 |
| Corporate Trust and Agency Accounts | $4,287,000 | 17 |
| 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 | $140,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,091,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 | $36,905,000 | 19 |
| Number of Managed Accounts | $27,910,000 | 12 |
| Personal Trust and Agency Accounts | $19,809,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $169,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $1,691,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $5,718,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $456,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| 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 | $8,995,000 | 26 |
| Personal Trust and Agency Accounts | $954,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,099,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $375,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $1,443,000 | 26 |
| Corporate Trust and Agency Accounts | $3,937,000 | 17 |
| 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 | $187,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,039,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # 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 | $36,211,000 | 17 |
| Number of Managed Accounts | $28,284,000 | 10 |
| Personal Trust and Agency Accounts | $19,956,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $232,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $1,704,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $5,962,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $359,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| 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 | $7,927,000 | 23 |
| Personal Trust and Agency Accounts | $1,035,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,126,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $463,000 | 16 |
| Number non-managed other employee benefit and retirement-related accounts | $3,095,000 | 12 |
| Corporate Trust and Agency Accounts | $958,000 | 40 |
| 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 | $250,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,862,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # 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 |