Home > Banco Popular de Puerto Rico > Number of Fiduciary and Related Asset Accounts
Banco Popular de Puerto Rico, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,250,000 | 206 |
| Number of Managed Accounts | $77,000 | 600 |
| Personal Trust and Agency Accounts | $68,000 | 507 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 412 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $0 | 628 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $0 | 613 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 500 |
| Other Fiduciary Accounts | $3,000 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 548 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $11,000 | 44 |
| Number of Non-Managed Accounts | $1,173,000 | 60 |
| Personal Trust and Agency Accounts | $32,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $660,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $330,000 | 69 |
| Corporate Trust and Agency Accounts | $71,000 | 94 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 396 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 150 |
| Other Fiduciary Accounts | $29,000 | 46 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $235,000 | 123 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 554 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,254,000 | 196 |
| Number of Managed Accounts | $42,000 | 353 |
| Personal Trust and Agency Accounts | $33,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 283 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $0 | 363 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $0 | 333 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 298 |
| Other Fiduciary Accounts | $3,000 | 61 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 317 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,212,000 | 57 |
| Personal Trust and Agency Accounts | $68,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $655,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $334,000 | 30 |
| Corporate Trust and Agency Accounts | $76,000 | 56 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 123 |
| Other Fiduciary Accounts | $29,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $234,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 301 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,250,000 | 198 |
| Number of Managed Accounts | $45,000 | 425 |
| Personal Trust and Agency Accounts | $34,000 | 414 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 254 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $0 | 433 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $0 | 399 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
| Other Fiduciary Accounts | $3,000 | 79 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 385 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,205,000 | 56 |
| Personal Trust and Agency Accounts | $69,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $649,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $341,000 | 65 |
| Corporate Trust and Agency Accounts | $76,000 | 90 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 289 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 134 |
| Other Fiduciary Accounts | $20,000 | 45 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $241,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 353 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,275,000 | 201 |
| Number of Managed Accounts | $48,000 | 362 |
| Personal Trust and Agency Accounts | $36,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 172 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $0 | 335 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $0 | 341 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
| Other Fiduciary Accounts | $3,000 | 64 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 325 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,227,000 | 58 |
| Personal Trust and Agency Accounts | $69,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $647,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $359,000 | 25 |
| Corporate Trust and Agency Accounts | $78,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
| Other Fiduciary Accounts | $23,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $232,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 270 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,321,000 | 201 |
| Number of Managed Accounts | $76,000 | 627 |
| Personal Trust and Agency Accounts | $42,000 | 599 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 220 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 544 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $14,000 | 530 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 467 |
| Other Fiduciary Accounts | $4,000 | 103 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 523 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $12,000 | 46 |
| Number of Non-Managed Accounts | $1,245,000 | 59 |
| Personal Trust and Agency Accounts | $84,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $649,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $357,000 | 31 |
| Corporate Trust and Agency Accounts | $86,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 101 |
| Other Fiduciary Accounts | $18,000 | 42 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $212,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 641 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,322,000 | 198 |
| Number of Managed Accounts | $78,000 | 377 |
| Personal Trust and Agency Accounts | $44,000 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 186 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 72 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 338 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $14,000 | 341 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 306 |
| Other Fiduciary Accounts | $4,000 | 61 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 328 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,244,000 | 55 |
| Personal Trust and Agency Accounts | $87,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $638,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 27 |
| Number non-managed other employee benefit and retirement-related accounts | $366,000 | 27 |
| Corporate Trust and Agency Accounts | $85,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 87 |
| Other Fiduciary Accounts | $17,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $207,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 327 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,314,000 | 179 |
| Number of Managed Accounts | $77,000 | 410 |
| Personal Trust and Agency Accounts | $44,000 | 386 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 376 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $14,000 | 378 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 327 |
| Other Fiduciary Accounts | $3,000 | 71 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 368 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,237,000 | 48 |
| Personal Trust and Agency Accounts | $87,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $629,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $366,000 | 26 |
| Corporate Trust and Agency Accounts | $86,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 82 |
| Other Fiduciary Accounts | $17,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $205,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 371 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,332,000 | 174 |
| Number of Managed Accounts | $78,000 | 338 |
| Personal Trust and Agency Accounts | $44,000 | 319 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 314 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $14,000 | 317 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 278 |
| Other Fiduciary Accounts | $3,000 | 62 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 306 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,254,000 | 48 |
| Personal Trust and Agency Accounts | $87,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $619,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $372,000 | 23 |
| Corporate Trust and Agency Accounts | $107,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 75 |
| Other Fiduciary Accounts | $17,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $203,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 310 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,357,000 | 172 |
| Number of Managed Accounts | $92,000 | 574 |
| Personal Trust and Agency Accounts | $46,000 | 561 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 220 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 525 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $27,000 | 476 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 442 |
| Other Fiduciary Accounts | $3,000 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 501 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $16,000 | 32 |
| Number of Non-Managed Accounts | $1,265,000 | 48 |
| Personal Trust and Agency Accounts | $86,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $618,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $377,000 | 28 |
| Corporate Trust and Agency Accounts | $115,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $17,000 | 45 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $207,000 | 126 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 639 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,352,000 | 170 |
| Number of Managed Accounts | $104,000 | 324 |
| Personal Trust and Agency Accounts | $67,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 304 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 302 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 268 |
| Other Fiduciary Accounts | $4,000 | 59 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 296 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,248,000 | 47 |
| Personal Trust and Agency Accounts | $67,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $620,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $383,000 | 25 |
| Corporate Trust and Agency Accounts | $110,000 | 41 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 76 |
| Other Fiduciary Accounts | $16,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $205,000 | 101 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 295 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,354,000 | 173 |
| Number of Managed Accounts | $107,000 | 385 |
| Personal Trust and Agency Accounts | $69,000 | 357 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 208 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 359 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $18,000 | 360 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 313 |
| Other Fiduciary Accounts | $4,000 | 67 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 351 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,247,000 | 48 |
| Personal Trust and Agency Accounts | $66,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $620,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $385,000 | 27 |
| Corporate Trust and Agency Accounts | $107,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 83 |
| Other Fiduciary Accounts | $16,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $201,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 352 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,353,000 | 173 |
| Number of Managed Accounts | $106,000 | 323 |
| Personal Trust and Agency Accounts | $69,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $6,000 | 308 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $18,000 | 306 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 269 |
| Other Fiduciary Accounts | $3,000 | 67 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 299 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,247,000 | 48 |
| Personal Trust and Agency Accounts | $65,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $618,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $388,000 | 26 |
| Corporate Trust and Agency Accounts | $107,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 75 |
| Other Fiduciary Accounts | $16,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $200,000 | 101 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 299 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,363,000 | 175 |
| Number of Managed Accounts | $107,000 | 564 |
| Personal Trust and Agency Accounts | $69,000 | 486 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 240 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 79 |
| Number of other employee benefit and retirement-related accounts | $7,000 | 525 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $18,000 | 511 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 445 |
| Other Fiduciary Accounts | $3,000 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 510 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $18,000 | 39 |
| Number of Non-Managed Accounts | $1,256,000 | 53 |
| Personal Trust and Agency Accounts | $65,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $622,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $388,000 | 32 |
| Corporate Trust and Agency Accounts | $112,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 353 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 88 |
| Other Fiduciary Accounts | $16,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $205,000 | 124 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 642 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,356,000 | 171 |
| Number of Managed Accounts | $109,000 | 324 |
| Personal Trust and Agency Accounts | $70,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 193 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $7,000 | 308 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $19,000 | 307 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 268 |
| Other Fiduciary Accounts | $3,000 | 68 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 301 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,247,000 | 51 |
| Personal Trust and Agency Accounts | $64,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $622,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $386,000 | 27 |
| Corporate Trust and Agency Accounts | $106,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 78 |
| Other Fiduciary Accounts | $16,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $201,000 | 98 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 304 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,365,000 | 176 |
| Number of Managed Accounts | $109,000 | 381 |
| Personal Trust and Agency Accounts | $70,000 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 211 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 78 |
| Number of other employee benefit and retirement-related accounts | $7,000 | 358 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $19,000 | 358 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 303 |
| Other Fiduciary Accounts | $3,000 | 74 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 347 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,256,000 | 51 |
| Personal Trust and Agency Accounts | $64,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $629,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $389,000 | 30 |
| Corporate Trust and Agency Accounts | $106,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 224 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 79 |
| Other Fiduciary Accounts | $16,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $201,000 | 103 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 353 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,369,000 | 173 |
| Number of Managed Accounts | $111,000 | 326 |
| Personal Trust and Agency Accounts | $72,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $7,000 | 310 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $19,000 | 307 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 270 |
| Other Fiduciary Accounts | $3,000 | 74 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 302 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,258,000 | 51 |
| Personal Trust and Agency Accounts | $65,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $625,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $393,000 | 27 |
| Corporate Trust and Agency Accounts | $106,000 | 42 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 76 |
| Other Fiduciary Accounts | $16,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $200,000 | 100 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 309 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,348,000 | 180 |
| Number of Managed Accounts | $113,000 | 565 |
| Personal Trust and Agency Accounts | $72,000 | 481 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 227 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $7,000 | 534 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $19,000 | 512 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 449 |
| Other Fiduciary Accounts | $3,000 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 521 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $17,000 | 42 |
| Number of Non-Managed Accounts | $1,235,000 | 55 |
| Personal Trust and Agency Accounts | $65,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $595,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $400,000 | 33 |
| Corporate Trust and Agency Accounts | $106,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $17,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $200,000 | 127 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 659 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,352,000 | 172 |
| Number of Managed Accounts | $114,000 | 334 |
| Personal Trust and Agency Accounts | $74,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $7,000 | 317 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $19,000 | 310 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 274 |
| Other Fiduciary Accounts | $3,000 | 74 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 308 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,238,000 | 53 |
| Personal Trust and Agency Accounts | $68,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $598,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $396,000 | 26 |
| Corporate Trust and Agency Accounts | $106,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 82 |
| Other Fiduciary Accounts | $18,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $203,000 | 102 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 314 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,351,000 | 174 |
| Number of Managed Accounts | $114,000 | 370 |
| Personal Trust and Agency Accounts | $73,000 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 249 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 349 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $19,000 | 346 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 300 |
| Other Fiduciary Accounts | $3,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 344 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,237,000 | 55 |
| Personal Trust and Agency Accounts | $68,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $582,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $409,000 | 28 |
| Corporate Trust and Agency Accounts | $107,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 88 |
| Other Fiduciary Accounts | $18,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $202,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 346 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,342,000 | 175 |
| Number of Managed Accounts | $115,000 | 375 |
| Personal Trust and Agency Accounts | $74,000 | 338 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 252 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 350 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $19,000 | 344 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 304 |
| Other Fiduciary Accounts | $3,000 | 85 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 348 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,227,000 | 56 |
| Personal Trust and Agency Accounts | $69,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $586,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $394,000 | 29 |
| Corporate Trust and Agency Accounts | $107,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 90 |
| Other Fiduciary Accounts | $17,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $201,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 350 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,328,000 | 181 |
| Number of Managed Accounts | $116,000 | 577 |
| Personal Trust and Agency Accounts | $75,000 | 485 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 325 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 79 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 533 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $19,000 | 524 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 453 |
| Other Fiduciary Accounts | $3,000 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 534 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $18,000 | 39 |
| Number of Non-Managed Accounts | $1,212,000 | 59 |
| Personal Trust and Agency Accounts | $69,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $574,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $391,000 | 33 |
| Corporate Trust and Agency Accounts | $107,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
| Other Fiduciary Accounts | $17,000 | 53 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $205,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 671 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,321,000 | 175 |
| Number of Managed Accounts | $117,000 | 372 |
| Personal Trust and Agency Accounts | $75,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 258 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 349 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $20,000 | 343 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 302 |
| Other Fiduciary Accounts | $3,000 | 86 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 349 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,204,000 | 57 |
| Personal Trust and Agency Accounts | $70,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $569,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $389,000 | 29 |
| Corporate Trust and Agency Accounts | $105,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 90 |
| Other Fiduciary Accounts | $17,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $202,000 | 105 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 350 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,352,000 | 172 |
| Number of Managed Accounts | $115,000 | 376 |
| Personal Trust and Agency Accounts | $72,000 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 262 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 81 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 354 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $21,000 | 345 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 303 |
| Other Fiduciary Accounts | $3,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 351 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,237,000 | 56 |
| Personal Trust and Agency Accounts | $74,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $581,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $406,000 | 28 |
| Corporate Trust and Agency Accounts | $105,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 89 |
| Other Fiduciary Accounts | $17,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $199,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 352 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,358,000 | 174 |
| Number of Managed Accounts | $116,000 | 375 |
| Personal Trust and Agency Accounts | $73,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 264 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 355 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $21,000 | 347 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 300 |
| Other Fiduciary Accounts | $3,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 348 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,242,000 | 57 |
| Personal Trust and Agency Accounts | $74,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $579,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $414,000 | 28 |
| Corporate Trust and Agency Accounts | $105,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 90 |
| Other Fiduciary Accounts | $17,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $199,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 354 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,376,000 | 175 |
| Number of Managed Accounts | $119,000 | 575 |
| Personal Trust and Agency Accounts | $75,000 | 497 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 281 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 86 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 539 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $21,000 | 524 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 448 |
| Other Fiduciary Accounts | $3,000 | 131 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 535 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $22,000 | 41 |
| Number of Non-Managed Accounts | $1,257,000 | 62 |
| Personal Trust and Agency Accounts | $74,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $584,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $421,000 | 33 |
| Corporate Trust and Agency Accounts | $107,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 101 |
| Other Fiduciary Accounts | $18,000 | 53 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $200,000 | 125 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 682 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,373,000 | 172 |
| Number of Managed Accounts | $119,000 | 372 |
| Personal Trust and Agency Accounts | $75,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 352 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $21,000 | 348 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 294 |
| Other Fiduciary Accounts | $3,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 345 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,254,000 | 58 |
| Personal Trust and Agency Accounts | $70,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $581,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $424,000 | 26 |
| Corporate Trust and Agency Accounts | $107,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $18,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $200,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 347 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,367,000 | 170 |
| Number of Managed Accounts | $118,000 | 373 |
| Personal Trust and Agency Accounts | $73,000 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 355 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 347 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 294 |
| Other Fiduciary Accounts | $3,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 347 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,249,000 | 57 |
| Personal Trust and Agency Accounts | $70,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $580,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $417,000 | 27 |
| Corporate Trust and Agency Accounts | $108,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 93 |
| Other Fiduciary Accounts | $19,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $200,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 348 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,367,000 | 169 |
| Number of Managed Accounts | $119,000 | 376 |
| Personal Trust and Agency Accounts | $74,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 238 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 357 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 349 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 300 |
| Other Fiduciary Accounts | $3,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 349 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,248,000 | 58 |
| Personal Trust and Agency Accounts | $67,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $489,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $508,000 | 27 |
| Corporate Trust and Agency Accounts | $110,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $19,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $199,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 351 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,299,000 | 175 |
| Number of Managed Accounts | $115,000 | 592 |
| Personal Trust and Agency Accounts | $69,000 | 540 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 289 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 84 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 548 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 529 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 454 |
| Other Fiduciary Accounts | $4,000 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 542 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $17,000 | 44 |
| Number of Non-Managed Accounts | $1,184,000 | 61 |
| Personal Trust and Agency Accounts | $72,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $485,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $442,000 | 31 |
| Corporate Trust and Agency Accounts | $112,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
| Other Fiduciary Accounts | $18,000 | 62 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $201,000 | 130 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 706 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,238,000 | 178 |
| Number of Managed Accounts | $114,000 | 379 |
| Personal Trust and Agency Accounts | $68,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 238 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 78 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 357 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 347 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 300 |
| Other Fiduciary Accounts | $5,000 | 64 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 345 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,124,000 | 59 |
| Personal Trust and Agency Accounts | $74,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $484,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $376,000 | 32 |
| Corporate Trust and Agency Accounts | $114,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
| Other Fiduciary Accounts | $17,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $201,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 348 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,243,000 | 178 |
| Number of Managed Accounts | $113,000 | 381 |
| Personal Trust and Agency Accounts | $68,000 | 358 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 79 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 358 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 350 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
| Other Fiduciary Accounts | $4,000 | 79 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 347 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,130,000 | 60 |
| Personal Trust and Agency Accounts | $79,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $480,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $380,000 | 31 |
| Corporate Trust and Agency Accounts | $115,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 80 |
| Other Fiduciary Accounts | $17,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $209,000 | 110 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 353 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,253,000 | 177 |
| Number of Managed Accounts | $113,000 | 382 |
| Personal Trust and Agency Accounts | $68,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 243 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 80 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 358 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 348 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other Fiduciary Accounts | $4,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,000 | 346 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,140,000 | 60 |
| Personal Trust and Agency Accounts | $79,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $473,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $385,000 | 29 |
| Corporate Trust and Agency Accounts | $126,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
| Other Fiduciary Accounts | $16,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $207,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 349 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,258,000 | 183 |
| Number of Managed Accounts | $114,000 | 600 |
| Personal Trust and Agency Accounts | $69,000 | 554 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 283 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 82 |
| Number of other employee benefit and retirement-related accounts | $8,000 | 562 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 537 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other Fiduciary Accounts | $5,000 | 109 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 572 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $13,000 | 47 |
| Number of Non-Managed Accounts | $1,144,000 | 63 |
| Personal Trust and Agency Accounts | $76,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $469,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $392,000 | 35 |
| Corporate Trust and Agency Accounts | $131,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 90 |
| Other Fiduciary Accounts | $16,000 | 66 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $207,000 | 128 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 731 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,277,000 | 178 |
| Number of Managed Accounts | $111,000 | 377 |
| Personal Trust and Agency Accounts | $67,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 227 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 78 |
| Number of other employee benefit and retirement-related accounts | $8,000 | 357 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 347 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| Other Fiduciary Accounts | $4,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 347 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,166,000 | 59 |
| Personal Trust and Agency Accounts | $78,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $466,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $413,000 | 28 |
| Corporate Trust and Agency Accounts | $132,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $16,000 | 46 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $197,000 | 118 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 348 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,260,000 | 178 |
| Number of Managed Accounts | $106,000 | 382 |
| Personal Trust and Agency Accounts | $63,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 249 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 81 |
| Number of other employee benefit and retirement-related accounts | $8,000 | 360 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 349 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| Other Fiduciary Accounts | $4,000 | 85 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 343 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,154,000 | 58 |
| Personal Trust and Agency Accounts | $82,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $461,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $400,000 | 26 |
| Corporate Trust and Agency Accounts | $134,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 75 |
| Other Fiduciary Accounts | $16,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $202,000 | 114 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 346 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,268,000 | 177 |
| Number of Managed Accounts | $108,000 | 379 |
| Personal Trust and Agency Accounts | $65,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 250 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 81 |
| Number of other employee benefit and retirement-related accounts | $8,000 | 357 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 347 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other Fiduciary Accounts | $4,000 | 84 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 343 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,160,000 | 59 |
| Personal Trust and Agency Accounts | $86,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $465,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $396,000 | 33 |
| Corporate Trust and Agency Accounts | $135,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 76 |
| Other Fiduciary Accounts | $16,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $195,000 | 115 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 349 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,307,000 | 175 |
| Number of Managed Accounts | $106,000 | 624 |
| Personal Trust and Agency Accounts | $63,000 | 584 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 325 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $8,000 | 581 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 546 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 495 |
| Other Fiduciary Accounts | $4,000 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 579 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $23,000 | 48 |
| Number of Non-Managed Accounts | $1,201,000 | 62 |
| Personal Trust and Agency Accounts | $92,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $460,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $435,000 | 34 |
| Corporate Trust and Agency Accounts | $135,000 | 51 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 84 |
| Other Fiduciary Accounts | $16,000 | 72 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $199,000 | 134 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 753 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,284,000 | 174 |
| Number of Managed Accounts | $106,000 | 382 |
| Personal Trust and Agency Accounts | $64,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 253 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 83 |
| Number of other employee benefit and retirement-related accounts | $8,000 | 360 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $21,000 | 348 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other Fiduciary Accounts | $4,000 | 79 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 343 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,178,000 | 59 |
| Personal Trust and Agency Accounts | $97,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $458,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $411,000 | 29 |
| Corporate Trust and Agency Accounts | $134,000 | 49 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $16,000 | 47 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $202,000 | 108 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 343 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,311,000 | 173 |
| Number of Managed Accounts | $105,000 | 384 |
| Personal Trust and Agency Accounts | $61,000 | 357 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 255 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 83 |
| Number of other employee benefit and retirement-related accounts | $9,000 | 358 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 349 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other Fiduciary Accounts | $4,000 | 76 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 343 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,206,000 | 59 |
| Personal Trust and Agency Accounts | $108,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $458,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $428,000 | 29 |
| Corporate Trust and Agency Accounts | $135,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 81 |
| Other Fiduciary Accounts | $16,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $202,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 344 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,335,000 | 169 |
| Number of Managed Accounts | $102,000 | 388 |
| Personal Trust and Agency Accounts | $59,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 257 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 83 |
| Number of other employee benefit and retirement-related accounts | $9,000 | 359 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 353 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| Other Fiduciary Accounts | $3,000 | 82 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 349 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,233,000 | 62 |
| Personal Trust and Agency Accounts | $113,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $453,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $448,000 | 32 |
| Corporate Trust and Agency Accounts | $142,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 79 |
| Other Fiduciary Accounts | $16,000 | 52 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $201,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 348 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,340,000 | 174 |
| Number of Managed Accounts | $104,000 | 637 |
| Personal Trust and Agency Accounts | $61,000 | 606 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 337 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $9,000 | 580 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 546 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
| Other Fiduciary Accounts | $3,000 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 580 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $25,000 | 51 |
| Number of Non-Managed Accounts | $1,236,000 | 63 |
| Personal Trust and Agency Accounts | $115,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $457,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $441,000 | 38 |
| Corporate Trust and Agency Accounts | $144,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 87 |
| Other Fiduciary Accounts | $16,000 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $204,000 | 131 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 774 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,345,000 | 165 |
| Number of Managed Accounts | $107,000 | 367 |
| Personal Trust and Agency Accounts | $61,000 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 235 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 78 |
| Number of other employee benefit and retirement-related accounts | $10,000 | 341 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 330 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $3,000 | 77 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 330 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,238,000 | 56 |
| Personal Trust and Agency Accounts | $119,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $449,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $441,000 | 30 |
| Corporate Trust and Agency Accounts | $155,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 88 |
| Other Fiduciary Accounts | $16,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $191,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 332 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,353,000 | 159 |
| Number of Managed Accounts | $108,000 | 368 |
| Personal Trust and Agency Accounts | $60,000 | 348 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 340 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 328 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other Fiduciary Accounts | $3,000 | 76 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 326 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,245,000 | 58 |
| Personal Trust and Agency Accounts | $119,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $449,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $445,000 | 30 |
| Corporate Trust and Agency Accounts | $159,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 86 |
| Other Fiduciary Accounts | $16,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $193,000 | 107 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 332 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,361,000 | 162 |
| Number of Managed Accounts | $108,000 | 370 |
| Personal Trust and Agency Accounts | $61,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 240 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 80 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 339 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 331 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other Fiduciary Accounts | $3,000 | 80 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 326 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,253,000 | 60 |
| Personal Trust and Agency Accounts | $120,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $455,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $447,000 | 31 |
| Corporate Trust and Agency Accounts | $160,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 86 |
| Other Fiduciary Accounts | $16,000 | 51 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $188,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 335 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,386,000 | 166 |
| Number of Managed Accounts | $113,000 | 627 |
| Personal Trust and Agency Accounts | $66,000 | 593 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 317 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 86 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 566 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $22,000 | 555 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 482 |
| Other Fiduciary Accounts | $3,000 | 132 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 573 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $27,000 | 55 |
| Number of Non-Managed Accounts | $1,273,000 | 65 |
| Personal Trust and Agency Accounts | $123,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $457,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $447,000 | 39 |
| Corporate Trust and Agency Accounts | $173,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 96 |
| Other Fiduciary Accounts | $16,000 | 75 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $191,000 | 138 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 778 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,319,000 | 162 |
| Number of Managed Accounts | $111,000 | 353 |
| Personal Trust and Agency Accounts | $62,000 | 332 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 238 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 79 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 328 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $23,000 | 317 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 253 |
| Other Fiduciary Accounts | $3,000 | 67 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 313 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,208,000 | 59 |
| Personal Trust and Agency Accounts | $122,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $443,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $390,000 | 38 |
| Corporate Trust and Agency Accounts | $184,000 | 43 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 91 |
| Other Fiduciary Accounts | $18,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $188,000 | 106 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 320 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,324,000 | 158 |
| Number of Managed Accounts | $113,000 | 352 |
| Personal Trust and Agency Accounts | $62,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 230 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 332 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $23,000 | 320 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 253 |
| Other Fiduciary Accounts | $3,000 | 69 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 312 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,211,000 | 59 |
| Personal Trust and Agency Accounts | $129,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $435,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $388,000 | 38 |
| Corporate Trust and Agency Accounts | $191,000 | 44 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 91 |
| Other Fiduciary Accounts | $18,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $195,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 323 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,386,000 | 151 |
| Number of Managed Accounts | $117,000 | 346 |
| Personal Trust and Agency Accounts | $64,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 328 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $24,000 | 317 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 257 |
| Other Fiduciary Accounts | $4,000 | 60 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 310 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,269,000 | 58 |
| Personal Trust and Agency Accounts | $124,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $434,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $446,000 | 31 |
| Corporate Trust and Agency Accounts | $196,000 | 45 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $17,000 | 52 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $189,000 | 112 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 322 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,406,000 | 155 |
| Number of Managed Accounts | $115,000 | 624 |
| Personal Trust and Agency Accounts | $63,000 | 603 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 312 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 80 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 569 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $24,000 | 550 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 423 |
| Other Fiduciary Accounts | $3,000 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 581 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $23,000 | 53 |
| Number of Non-Managed Accounts | $1,291,000 | 61 |
| Personal Trust and Agency Accounts | $124,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $432,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $472,000 | 35 |
| Corporate Trust and Agency Accounts | $195,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 136 |
| Other Fiduciary Accounts | $17,000 | 77 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $189,000 | 140 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 788 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,400,000 | 150 |
| Number of Managed Accounts | $110,000 | 352 |
| Personal Trust and Agency Accounts | $58,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 324 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $24,000 | 323 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 253 |
| Other Fiduciary Accounts | $3,000 | 67 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 310 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,290,000 | 55 |
| Personal Trust and Agency Accounts | $124,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $421,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $490,000 | 30 |
| Corporate Trust and Agency Accounts | $191,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $17,000 | 49 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $194,000 | 112 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 320 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,391,000 | 151 |
| Number of Managed Accounts | $107,000 | 360 |
| Personal Trust and Agency Accounts | $55,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 235 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 327 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $24,000 | 327 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 250 |
| Other Fiduciary Accounts | $3,000 | 68 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 312 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,284,000 | 56 |
| Personal Trust and Agency Accounts | $124,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $425,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $479,000 | 32 |
| Corporate Trust and Agency Accounts | $191,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 107 |
| Other Fiduciary Accounts | $18,000 | 50 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $190,000 | 113 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 322 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,525,000 | 140 |
| Number of Managed Accounts | $107,000 | 364 |
| Personal Trust and Agency Accounts | $56,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 250 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $11,000 | 332 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $24,000 | 333 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 252 |
| Other Fiduciary Accounts | $3,000 | 66 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 313 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,418,000 | 57 |
| Personal Trust and Agency Accounts | $125,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $429,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $609,000 | 26 |
| Corporate Trust and Agency Accounts | $188,000 | 48 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 106 |
| Other Fiduciary Accounts | $18,000 | 52 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $194,000 | 109 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 324 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,535,000 | 146 |
| Number of Managed Accounts | $115,000 | 640 |
| Personal Trust and Agency Accounts | $55,000 | 666 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 225 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 83 |
| Number of other employee benefit and retirement-related accounts | $13,000 | 560 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $23,000 | 568 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 427 |
| Other Fiduciary Accounts | $3,000 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 583 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $26,000 | 61 |
| Number of Non-Managed Accounts | $1,420,000 | 62 |
| Personal Trust and Agency Accounts | $124,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $434,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $611,000 | 33 |
| Corporate Trust and Agency Accounts | $181,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 138 |
| Other Fiduciary Accounts | $19,000 | 87 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $194,000 | 135 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 798 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,559,000 | 137 |
| Number of Managed Accounts | $114,000 | 345 |
| Personal Trust and Agency Accounts | $61,000 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 249 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $13,000 | 318 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $23,000 | 319 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 248 |
| Other Fiduciary Accounts | $3,000 | 71 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 301 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,445,000 | 56 |
| Personal Trust and Agency Accounts | $119,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $418,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $666,000 | 26 |
| Corporate Trust and Agency Accounts | $180,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
| Other Fiduciary Accounts | $18,000 | 56 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $192,000 | 114 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 306 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,812,000 | 111 |
| Number of Managed Accounts | $117,000 | 344 |
| Personal Trust and Agency Accounts | $63,000 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 254 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $14,000 | 315 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $23,000 | 317 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 248 |
| Other Fiduciary Accounts | $3,000 | 75 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 296 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,695,000 | 52 |
| Personal Trust and Agency Accounts | $124,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $422,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $904,000 | 23 |
| Corporate Trust and Agency Accounts | $184,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 102 |
| Other Fiduciary Accounts | $18,000 | 57 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $185,000 | 117 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
| 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 | $767,000 | 247 |
| Number of Managed Accounts | $116,000 | 347 |
| Personal Trust and Agency Accounts | $61,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 236 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $14,000 | 318 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $23,000 | 323 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 245 |
| Other Fiduciary Accounts | $3,000 | 75 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 301 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $651,000 | 89 |
| Personal Trust and Agency Accounts | $19,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $346,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $41,000 | 144 |
| Corporate Trust and Agency Accounts | $184,000 | 50 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 105 |
| Other Fiduciary Accounts | $18,000 | 59 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $183,000 | 118 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
| 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 | $760,000 | 280 |
| Number of Managed Accounts | $117,000 | 642 |
| Personal Trust and Agency Accounts | $60,000 | 651 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 306 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $14,000 | 550 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $23,000 | 581 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 403 |
| Other Fiduciary Accounts | $3,000 | 146 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,000 | 580 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $26,000 | 66 |
| Number of Non-Managed Accounts | $643,000 | 105 |
| Personal Trust and Agency Accounts | $18,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $336,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $43,000 | 281 |
| Corporate Trust and Agency Accounts | $185,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $19,000 | 84 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $186,000 | 146 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 800 |
| 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 | $753,000 | 249 |
| Number of Managed Accounts | $115,000 | 339 |
| Personal Trust and Agency Accounts | $61,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 212 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $14,000 | 301 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $18,000 | 329 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 79 |
| 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 | $638,000 | 92 |
| Personal Trust and Agency Accounts | $16,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $332,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $43,000 | 145 |
| Corporate Trust and Agency Accounts | $185,000 | 51 |
| 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 | $19,000 | 61 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $181,000 | 118 |
| 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 | $746,000 | 249 |
| Number of Managed Accounts | $116,000 | 347 |
| Personal Trust and Agency Accounts | $63,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $14,000 | 304 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 338 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,000 | 85 |
| 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 | $630,000 | 92 |
| Personal Trust and Agency Accounts | $14,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $328,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 149 |
| Corporate Trust and Agency Accounts | $183,000 | 49 |
| 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 | $19,000 | 62 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $182,000 | 128 |
| 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 | $745,000 | 251 |
| Number of Managed Accounts | $121,000 | 345 |
| Personal Trust and Agency Accounts | $64,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 213 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $15,000 | 306 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 339 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,000 | 84 |
| 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 | $624,000 | 92 |
| Personal Trust and Agency Accounts | $14,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $322,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $44,000 | 147 |
| Corporate Trust and Agency Accounts | $184,000 | 50 |
| 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 | $18,000 | 64 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $184,000 | 134 |
| 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 | $744,000 | 285 |
| Number of Managed Accounts | $123,000 | 648 |
| Personal Trust and Agency Accounts | $66,000 | 640 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 303 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $15,000 | 545 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 662 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,000 | 174 |
| 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 | $621,000 | 114 |
| Personal Trust and Agency Accounts | $13,000 | 431 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $315,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $46,000 | 291 |
| Corporate Trust and Agency Accounts | $190,000 | 54 |
| 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 | $16,000 | 107 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $183,000 | 161 |
| 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 | $746,000 | 249 |
| Number of Managed Accounts | $123,000 | 371 |
| Personal Trust and Agency Accounts | $66,000 | 349 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 226 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $15,000 | 330 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 366 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,000 | 95 |
| 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 | $623,000 | 98 |
| Personal Trust and Agency Accounts | $13,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $315,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $48,000 | 155 |
| Corporate Trust and Agency Accounts | $190,000 | 51 |
| 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 | $16,000 | 69 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $183,000 | 135 |
| 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 | $742,000 | 260 |
| Number of Managed Accounts | $126,000 | 373 |
| Personal Trust and Agency Accounts | $66,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 228 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $15,000 | 338 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 368 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 79 |
| 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 | $616,000 | 100 |
| Personal Trust and Agency Accounts | $13,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $310,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $48,000 | 155 |
| Corporate Trust and Agency Accounts | $189,000 | 51 |
| 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 | $15,000 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $175,000 | 140 |
| 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 | $735,000 | 262 |
| Number of Managed Accounts | $125,000 | 376 |
| Personal Trust and Agency Accounts | $66,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $6,000 | 242 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $15,000 | 339 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 374 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 83 |
| 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 | $610,000 | 99 |
| Personal Trust and Agency Accounts | $12,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $306,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 148 |
| Corporate Trust and Agency Accounts | $186,000 | 51 |
| 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 | $16,000 | 75 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $169,000 | 144 |
| 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 | $720,000 | 289 |
| Number of Managed Accounts | $127,000 | 647 |
| Personal Trust and Agency Accounts | $68,000 | 635 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 326 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 57 |
| Number of other employee benefit and retirement-related accounts | $15,000 | 548 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 664 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 175 |
| 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 | $593,000 | 115 |
| Personal Trust and Agency Accounts | $13,000 | 437 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $293,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $49,000 | 281 |
| Corporate Trust and Agency Accounts | $182,000 | 53 |
| 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 | $15,000 | 113 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $166,000 | 173 |
| 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 | $708,000 | 260 |
| Number of Managed Accounts | $129,000 | 360 |
| Personal Trust and Agency Accounts | $69,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $16,000 | 318 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 347 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 92 |
| 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 | $579,000 | 95 |
| Personal Trust and Agency Accounts | $12,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $292,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $49,000 | 145 |
| Corporate Trust and Agency Accounts | $170,000 | 51 |
| 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 | $15,000 | 65 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $161,000 | 140 |
| 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 | $686,000 | 270 |
| Number of Managed Accounts | $127,000 | 366 |
| Personal Trust and Agency Accounts | $67,000 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 239 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $16,000 | 321 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 352 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 95 |
| 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 | $559,000 | 100 |
| Personal Trust and Agency Accounts | $11,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $273,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $50,000 | 149 |
| Corporate Trust and Agency Accounts | $171,000 | 51 |
| 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 | $15,000 | 63 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $168,000 | 144 |
| 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 | $642,000 | 280 |
| Number of Managed Accounts | $124,000 | 368 |
| Personal Trust and Agency Accounts | $64,000 | 349 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 239 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $17,000 | 318 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $16,000 | 357 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 95 |
| 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 | $518,000 | 104 |
| Personal Trust and Agency Accounts | $10,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $239,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 56 |
| Number non-managed other employee benefit and retirement-related accounts | $51,000 | 143 |
| Corporate Trust and Agency Accounts | $172,000 | 52 |
| 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 | $15,000 | 61 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $152,000 | 148 |
| 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 | $617,000 | 322 |
| Number of Managed Accounts | $121,000 | 677 |
| Personal Trust and Agency Accounts | $60,000 | 685 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 352 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $18,000 | 512 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $15,000 | 686 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 149 |
| 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 | $496,000 | 125 |
| Personal Trust and Agency Accounts | $6,000 | 599 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $225,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $54,000 | 259 |
| Corporate Trust and Agency Accounts | $167,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $12,000 | 114 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $151,000 | 189 |
| 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 | $597,000 | 294 |
| Number of Managed Accounts | $121,000 | 355 |
| Personal Trust and Agency Accounts | $60,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $7,000 | 246 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $18,000 | 305 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $15,000 | 345 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 87 |
| 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 | $476,000 | 111 |
| Personal Trust and Agency Accounts | $6,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $214,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $51,000 | 148 |
| Corporate Trust and Agency Accounts | $165,000 | 54 |
| 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 | $13,000 | 66 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $145,000 | 148 |
| 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 | $589,000 | 297 |
| Number of Managed Accounts | $119,000 | 362 |
| Personal Trust and Agency Accounts | $57,000 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 240 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $18,000 | 306 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $15,000 | 348 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 96 |
| 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 | $470,000 | 114 |
| Personal Trust and Agency Accounts | $6,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $205,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $52,000 | 149 |
| Corporate Trust and Agency Accounts | $164,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $13,000 | 70 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $138,000 | 159 |
| 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 | $587,000 | 298 |
| Number of Managed Accounts | $117,000 | 371 |
| Personal Trust and Agency Accounts | $57,000 | 361 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 235 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $18,000 | 310 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $15,000 | 354 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 106 |
| 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 | $470,000 | 112 |
| Personal Trust and Agency Accounts | $6,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $200,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $52,000 | 156 |
| Corporate Trust and Agency Accounts | $169,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $13,000 | 74 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $137,000 | 156 |
| 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 | $579,000 | 343 |
| Number of Managed Accounts | $117,000 | 703 |
| Personal Trust and Agency Accounts | $57,000 | 725 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 345 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 81 |
| Number of other employee benefit and retirement-related accounts | $18,000 | 514 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $15,000 | 699 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 190 |
| 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 | $462,000 | 138 |
| Personal Trust and Agency Accounts | $6,000 | 627 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $190,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $56,000 | 258 |
| Corporate Trust and Agency Accounts | $167,000 | 53 |
| 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 | $13,000 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $135,000 | 209 |
| 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 | $580,000 | 289 |
| Number of Managed Accounts | $117,000 | 359 |
| Personal Trust and Agency Accounts | $57,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 243 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $18,000 | 295 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $15,000 | 346 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 100 |
| 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 | $463,000 | 116 |
| Personal Trust and Agency Accounts | $7,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $187,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $60,000 | 134 |
| Corporate Trust and Agency Accounts | $165,000 | 53 |
| 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 | $13,000 | 73 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 152 |
| 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 | $582,000 | 292 |
| Number of Managed Accounts | $122,000 | 375 |
| Personal Trust and Agency Accounts | $57,000 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 251 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $18,000 | 310 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 354 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 104 |
| 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 | $460,000 | 120 |
| Personal Trust and Agency Accounts | $6,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $187,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $60,000 | 137 |
| Corporate Trust and Agency Accounts | $164,000 | 54 |
| 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 | $12,000 | 75 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $148,000 | 149 |
| 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 | $590,000 | 294 |
| Number of Managed Accounts | $125,000 | 376 |
| Personal Trust and Agency Accounts | $58,000 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $19,000 | 310 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $16,000 | 354 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 100 |
| 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 | $465,000 | 124 |
| Personal Trust and Agency Accounts | $6,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $186,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $64,000 | 138 |
| Corporate Trust and Agency Accounts | $166,000 | 54 |
| 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 | $12,000 | 76 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $141,000 | 155 |
| 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 | $588,000 | 340 |
| Number of Managed Accounts | $124,000 | 692 |
| Personal Trust and Agency Accounts | $57,000 | 736 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 340 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 74 |
| Number of other employee benefit and retirement-related accounts | $19,000 | 491 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $16,000 | 686 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 177 |
| 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 | $464,000 | 152 |
| Personal Trust and Agency Accounts | $6,000 | 599 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 67 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 235 |
| Corporate Trust and Agency Accounts | $169,000 | 56 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $12,000 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $144,000 | 200 |
| 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 | $591,000 | 291 |
| Number of Managed Accounts | $127,000 | 363 |
| Personal Trust and Agency Accounts | $58,000 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 238 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $20,000 | 300 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $16,000 | 345 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $4,000 | 88 |
| 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 | $464,000 | 125 |
| Personal Trust and Agency Accounts | $6,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $180,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 130 |
| Corporate Trust and Agency Accounts | $167,000 | 56 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $12,000 | 75 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $147,000 | 166 |
| 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 | $603,000 | 291 |
| Number of Managed Accounts | $129,000 | 363 |
| Personal Trust and Agency Accounts | $57,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 241 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $20,000 | 303 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $16,000 | 344 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $6,000 | 82 |
| 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 | $474,000 | 127 |
| Personal Trust and Agency Accounts | $7,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $183,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 58 |
| Number non-managed other employee benefit and retirement-related accounts | $71,000 | 134 |
| Corporate Trust and Agency Accounts | $168,000 | 61 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $15,000 | 69 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $151,000 | 161 |
| 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 | $603,000 | 290 |
| Number of Managed Accounts | $131,000 | 370 |
| Personal Trust and Agency Accounts | $55,000 | 359 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 251 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 72 |
| Number of other employee benefit and retirement-related accounts | $21,000 | 306 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $17,000 | 345 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,000 | 75 |
| 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 | $472,000 | 128 |
| Personal Trust and Agency Accounts | $7,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $185,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 59 |
| Number non-managed other employee benefit and retirement-related accounts | $73,000 | 126 |
| Corporate Trust and Agency Accounts | $161,000 | 63 |
| 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 | $16,000 | 69 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $146,000 | 169 |
| 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 | $630,000 | 332 |
| Number of Managed Accounts | $131,000 | 674 |
| Personal Trust and Agency Accounts | $54,000 | 775 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 360 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 71 |
| Number of other employee benefit and retirement-related accounts | $21,000 | 482 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $16,000 | 670 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,000 | 137 |
| 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 | $499,000 | 151 |
| Personal Trust and Agency Accounts | $7,000 | 584 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $186,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 229 |
| Corporate Trust and Agency Accounts | $184,000 | 69 |
| 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 | $16,000 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $157,000 | 208 |
| 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 | $624,000 | 296 |
| Number of Managed Accounts | $124,000 | 380 |
| Personal Trust and Agency Accounts | $55,000 | 371 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 277 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $19,000 | 305 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $15,000 | 345 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,000 | 94 |
| 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 | $500,000 | 141 |
| Personal Trust and Agency Accounts | $6,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $188,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $77,000 | 133 |
| Corporate Trust and Agency Accounts | $176,000 | 70 |
| 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 | $17,000 | 81 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $160,000 | 168 |
| 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 | $647,000 | 292 |
| Number of Managed Accounts | $125,000 | 380 |
| Personal Trust and Agency Accounts | $49,000 | 380 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 281 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 77 |
| Number of other employee benefit and retirement-related accounts | $18,000 | 307 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $15,000 | 350 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $15,000 | 80 |
| 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 | $522,000 | 132 |
| Personal Trust and Agency Accounts | $16,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $196,000 | 93 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 137 |
| Corporate Trust and Agency Accounts | $183,000 | 73 |
| 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 | $11,000 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $174,000 | 165 |
| 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 | $642,000 | 297 |
| Number of Managed Accounts | $122,000 | 389 |
| Personal Trust and Agency Accounts | $49,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 286 |
| Employee Benefit-defined Benefit Accounts | $20,000 | 78 |
| Number of other employee benefit and retirement-related accounts | $18,000 | 311 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $15,000 | 353 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,000 | 84 |
| 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 | $520,000 | 134 |
| Personal Trust and Agency Accounts | $16,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $198,000 | 95 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 133 |
| Corporate Trust and Agency Accounts | $179,000 | 77 |
| 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 | $11,000 | 93 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $172,000 | 171 |
| 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 | $655,000 | 337 |
| Number of Managed Accounts | $132,000 | 679 |
| Personal Trust and Agency Accounts | $49,000 | 834 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 360 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $20,000 | 484 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $15,000 | 689 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,000 | 123 |
| 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 | $523,000 | 150 |
| Personal Trust and Agency Accounts | $16,000 | 438 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $191,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $80,000 | 215 |
| Corporate Trust and Agency Accounts | $189,000 | 75 |
| 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 | $10,000 | 153 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $176,000 | 209 |
| 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 | $644,000 | 323 |
| Number of Managed Accounts | $139,000 | 638 |
| Personal Trust and Agency Accounts | $49,000 | 820 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 323 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 79 |
| Number of other employee benefit and retirement-related accounts | $27,000 | 404 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $13,000 | 643 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $11,000 | 130 |
| 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 | $505,000 | 146 |
| Personal Trust and Agency Accounts | $12,000 | 466 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $186,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $88,000 | 204 |
| Corporate Trust and Agency Accounts | $170,000 | 84 |
| 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 | $9,000 | 148 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $193,000 | 171 |
| 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 |