Home > Bank of America > Number of Fiduciary and Related Asset Accounts
Bank of America, Number of Fiduciary and Related Asset Accounts
| 2024-09-30 | 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 | $211,990,000 | 7 |
| Number of Managed Accounts | $204,868,000 | 2 |
| Personal Trust and Agency Accounts | $42,916,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $146,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $688,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $49,130,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $95,414,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $16,463,000 | 1 |
| Other Fiduciary Accounts | $111,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $49,008,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,122,000 | 24 |
| Personal Trust and Agency Accounts | $2,105,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $938,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $471,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,769,000 | 21 |
| Corporate Trust and Agency Accounts | $15,000 | 63 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,681,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $111,000 | 44 |
| Other Fiduciary Accounts | $32,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,894,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $6,000 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,018,000 | 50 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $212,221,000 | 6 |
| Number of Managed Accounts | $205,036,000 | 2 |
| Personal Trust and Agency Accounts | $43,763,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $151,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $684,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $49,106,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of managed investment management and investment advisory agency accounts | $94,736,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $16,482,000 | 1 |
| Other Fiduciary Accounts | $114,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $48,983,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,185,000 | 24 |
| Personal Trust and Agency Accounts | $2,138,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,579,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $479,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $1,159,000 | 44 |
| Corporate Trust and Agency Accounts | $8,000 | 77 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,677,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $113,000 | 45 |
| Other Fiduciary Accounts | $32,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,047,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $24,000 | 25 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,028,000 | 53 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $210,993,000 | 6 |
| Number of Managed Accounts | $203,785,000 | 2 |
| Personal Trust and Agency Accounts | $44,252,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $156,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $674,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $48,667,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $93,588,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $16,330,000 | 1 |
| Other Fiduciary Accounts | $118,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $48,543,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,208,000 | 23 |
| Personal Trust and Agency Accounts | $2,138,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,575,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $474,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $1,163,000 | 18 |
| Corporate Trust and Agency Accounts | $10,000 | 77 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,702,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $114,000 | 8 |
| Other Fiduciary Accounts | $32,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,127,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $27,000 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,032,000 | 58 |
| 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 | $209,171,000 | 6 |
| Number of Managed Accounts | $201,957,000 | 2 |
| Personal Trust and Agency Accounts | $44,282,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $162,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $681,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $48,244,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $92,369,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $16,098,000 | 1 |
| Other Fiduciary Accounts | $121,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $48,127,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $7,214,000 | 22 |
| Personal Trust and Agency Accounts | $2,113,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,554,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $487,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $1,171,000 | 44 |
| Corporate Trust and Agency Accounts | $11,000 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,730,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $116,000 | 8 |
| Other Fiduciary Accounts | $32,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,212,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $45,000 | 35 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,040,000 | 58 |
| 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 | $207,888,000 | 5 |
| Number of Managed Accounts | $200,620,000 | 2 |
| Personal Trust and Agency Accounts | $44,458,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $163,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $691,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $47,989,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $91,288,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,907,000 | 1 |
| Other Fiduciary Accounts | $124,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $47,872,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,268,000 | 21 |
| Personal Trust and Agency Accounts | $2,119,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,583,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $490,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $1,187,000 | 16 |
| Corporate Trust and Agency Accounts | $18,000 | 70 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,726,000 | 7 |
| Number (#) individual retirement, health savings, and other similar accounts | $113,000 | 9 |
| Other Fiduciary Accounts | $32,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,242,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $41,000 | 15 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,056,000 | 52 |
| 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 | $205,805,000 | 5 |
| Number of Managed Accounts | $198,471,000 | 2 |
| Personal Trust and Agency Accounts | $45,318,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $168,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $702,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $46,501,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $89,976,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,794,000 | 1 |
| Other Fiduciary Accounts | $12,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $46,387,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,334,000 | 22 |
| Personal Trust and Agency Accounts | $2,122,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,583,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $498,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $1,210,000 | 45 |
| Corporate Trust and Agency Accounts | $27,000 | 102 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,750,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $112,000 | 9 |
| Other Fiduciary Accounts | $32,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,404,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $81,000 | 33 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,079,000 | 54 |
| 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 | $203,993,000 | 5 |
| Number of Managed Accounts | $196,513,000 | 2 |
| Personal Trust and Agency Accounts | $45,812,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $180,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $752,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $45,484,000 | 3 |
| Corporate Trust and Agency Accounts | $9,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $91,262,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $13,011,000 | 1 |
| 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 | $45,419,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,480,000 | 23 |
| Personal Trust and Agency Accounts | $2,214,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,658,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $893,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $735,000 | 16 |
| Corporate Trust and Agency Accounts | $100,000 | 46 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,759,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $121,000 | 9 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $7,626,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $129,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $659,000 | 29 |
| 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 | $201,921,000 | 5 |
| Number of Managed Accounts | $193,882,000 | 2 |
| Personal Trust and Agency Accounts | $46,094,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $180,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $756,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $45,285,000 | 3 |
| Corporate Trust and Agency Accounts | $9,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $88,573,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $12,982,000 | 1 |
| Other Fiduciary Accounts | $3,000 | 114 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $45,220,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $8,039,000 | 24 |
| Personal Trust and Agency Accounts | $2,199,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,674,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $893,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $741,000 | 16 |
| Corporate Trust and Agency Accounts | $632,000 | 34 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,778,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $122,000 | 9 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,157,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $131,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $665,000 | 36 |
| 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 | $201,331,000 | 5 |
| Number of Managed Accounts | $193,054,000 | 2 |
| Personal Trust and Agency Accounts | $46,606,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $186,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $758,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $45,281,000 | 3 |
| Corporate Trust and Agency Accounts | $9,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $87,214,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $12,997,000 | 1 |
| 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 | $45,215,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,277,000 | 24 |
| Personal Trust and Agency Accounts | $2,171,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,722,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $901,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $744,000 | 15 |
| Corporate Trust and Agency Accounts | $838,000 | 33 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,778,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $123,000 | 9 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,637,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $156,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $669,000 | 31 |
| 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 | $200,956,000 | 5 |
| Number of Managed Accounts | $192,505,000 | 2 |
| Personal Trust and Agency Accounts | $46,860,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $190,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $759,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $45,266,000 | 3 |
| Corporate Trust and Agency Accounts | $9,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $86,399,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $13,019,000 | 1 |
| 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 | $45,199,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,451,000 | 21 |
| Personal Trust and Agency Accounts | $2,194,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,736,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $910,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $745,000 | 13 |
| Corporate Trust and Agency Accounts | $930,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,811,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $125,000 | 8 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $8,929,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $163,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $667,000 | 29 |
| 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 | $199,805,000 | 5 |
| Number of Managed Accounts | $191,341,000 | 2 |
| Personal Trust and Agency Accounts | $47,329,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $194,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $758,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $44,866,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $85,120,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $13,074,000 | 1 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $44,781,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,464,000 | 21 |
| Personal Trust and Agency Accounts | $2,203,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,727,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $911,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $766,000 | 13 |
| Corporate Trust and Agency Accounts | $930,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,802,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $125,000 | 9 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,069,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $170,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $655,000 | 27 |
| 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 | $197,981,000 | 5 |
| Number of Managed Accounts | $189,431,000 | 2 |
| Personal Trust and Agency Accounts | $47,424,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $207,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $767,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $44,605,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $83,421,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $13,007,000 | 1 |
| Other Fiduciary Accounts | $0 | 222 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $44,522,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $8,550,000 | 20 |
| Personal Trust and Agency Accounts | $2,199,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,743,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $919,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $785,000 | 14 |
| Corporate Trust and Agency Accounts | $943,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,837,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $124,000 | 9 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,149,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $171,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $666,000 | 30 |
| 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 | $195,153,000 | 5 |
| Number of Managed Accounts | $186,700,000 | 2 |
| Personal Trust and Agency Accounts | $47,697,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $207,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $749,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $43,974,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $81,191,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $12,882,000 | 1 |
| Other Fiduciary Accounts | $0 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $43,903,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,453,000 | 20 |
| Personal Trust and Agency Accounts | $2,128,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,748,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $907,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $799,000 | 14 |
| Corporate Trust and Agency Accounts | $898,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,852,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $121,000 | 9 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,105,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $173,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $679,000 | 26 |
| 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 | $193,654,000 | 5 |
| Number of Managed Accounts | $185,156,000 | 2 |
| Personal Trust and Agency Accounts | $48,133,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $210,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $741,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $43,522,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $79,663,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $12,887,000 | 1 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $43,449,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,498,000 | 21 |
| Personal Trust and Agency Accounts | $2,140,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,768,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $915,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $811,000 | 16 |
| Corporate Trust and Agency Accounts | $869,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,874,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $121,000 | 9 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,146,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $172,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $690,000 | 30 |
| 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 | $191,997,000 | 5 |
| Number of Managed Accounts | $183,412,000 | 2 |
| Personal Trust and Agency Accounts | $48,601,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $209,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $730,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $42,851,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $78,166,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $12,855,000 | 1 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $42,778,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,585,000 | 21 |
| Personal Trust and Agency Accounts | $2,150,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,796,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $928,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $813,000 | 16 |
| Corporate Trust and Agency Accounts | $903,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,875,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $120,000 | 9 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,256,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $175,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $692,000 | 28 |
| 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 | $190,087,000 | 5 |
| Number of Managed Accounts | $181,329,000 | 2 |
| Personal Trust and Agency Accounts | $48,954,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $207,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $743,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $42,422,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $76,257,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $12,746,000 | 1 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $42,347,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,000,000 | 27 |
| Number of Non-Managed Accounts | $8,758,000 | 21 |
| Personal Trust and Agency Accounts | $2,181,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,812,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $964,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $824,000 | 16 |
| Corporate Trust and Agency Accounts | $970,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,883,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $124,000 | 10 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,344,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $184,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $702,000 | 32 |
| 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 | $187,471,000 | 5 |
| Number of Managed Accounts | $178,803,000 | 2 |
| Personal Trust and Agency Accounts | $49,092,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $211,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $748,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $41,781,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $74,258,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $12,713,000 | 1 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $41,704,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,668,000 | 21 |
| Personal Trust and Agency Accounts | $2,065,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,836,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $973,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $822,000 | 16 |
| Corporate Trust and Agency Accounts | $965,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,878,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $129,000 | 10 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,231,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $181,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $700,000 | 28 |
| 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 | $187,099,000 | 5 |
| Number of Managed Accounts | $178,353,000 | 2 |
| Personal Trust and Agency Accounts | $49,457,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $213,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $741,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $41,587,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $73,495,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $12,860,000 | 1 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $41,510,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,746,000 | 21 |
| Personal Trust and Agency Accounts | $2,082,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,857,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $979,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $825,000 | 16 |
| Corporate Trust and Agency Accounts | $991,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,886,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $126,000 | 10 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,247,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $187,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $709,000 | 31 |
| 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 | $194,032,000 | 5 |
| Number of Managed Accounts | $185,176,000 | 2 |
| Personal Trust and Agency Accounts | $49,782,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $217,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $787,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $41,340,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $72,836,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $20,214,000 | 1 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $41,252,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,856,000 | 21 |
| Personal Trust and Agency Accounts | $2,087,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,874,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $1,032,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $832,000 | 15 |
| Corporate Trust and Agency Accounts | $1,006,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,893,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $132,000 | 9 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,180,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $181,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $715,000 | 32 |
| 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 | $191,862,000 | 5 |
| Number of Managed Accounts | $182,925,000 | 2 |
| Personal Trust and Agency Accounts | $49,999,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $222,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $800,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $40,574,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $71,091,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $20,239,000 | 1 |
| Other Fiduciary Accounts | $0 | 226 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $40,485,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $8,937,000 | 21 |
| Personal Trust and Agency Accounts | $2,130,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,894,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $1,061,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $836,000 | 16 |
| Corporate Trust and Agency Accounts | $980,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,904,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $132,000 | 10 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,149,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $192,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $716,000 | 33 |
| 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 | $189,375,000 | 6 |
| Number of Managed Accounts | $180,492,000 | 2 |
| Personal Trust and Agency Accounts | $50,241,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $227,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $850,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $39,196,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $69,783,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $20,195,000 | 1 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $39,107,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,883,000 | 21 |
| Personal Trust and Agency Accounts | $2,065,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,896,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $1,069,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $845,000 | 16 |
| Corporate Trust and Agency Accounts | $950,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,931,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $127,000 | 10 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,111,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $183,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $724,000 | 29 |
| 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 | $188,545,000 | 5 |
| Number of Managed Accounts | $179,590,000 | 2 |
| Personal Trust and Agency Accounts | $51,004,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $229,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $882,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $38,301,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $69,107,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $20,067,000 | 1 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $38,215,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,955,000 | 21 |
| Personal Trust and Agency Accounts | $2,096,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,901,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $1,088,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $854,000 | 16 |
| Corporate Trust and Agency Accounts | $916,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,968,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $132,000 | 9 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,198,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $175,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $732,000 | 30 |
| 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 | $187,969,000 | 5 |
| Number of Managed Accounts | $178,940,000 | 2 |
| Personal Trust and Agency Accounts | $51,991,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $233,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $881,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $37,444,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $68,562,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,829,000 | 1 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $37,353,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,029,000 | 21 |
| Personal Trust and Agency Accounts | $2,091,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,915,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $1,105,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $877,000 | 15 |
| Corporate Trust and Agency Accounts | $929,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,984,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $128,000 | 9 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,207,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $173,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $746,000 | 29 |
| 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 | $186,575,000 | 5 |
| Number of Managed Accounts | $177,445,000 | 2 |
| Personal Trust and Agency Accounts | $52,065,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $248,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $883,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $36,817,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $68,093,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,339,000 | 1 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $36,724,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $9,130,000 | 20 |
| Personal Trust and Agency Accounts | $2,094,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,972,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $1,106,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $877,000 | 15 |
| Corporate Trust and Agency Accounts | $928,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,028,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $125,000 | 9 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,289,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $179,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $743,000 | 33 |
| 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 | $184,570,000 | 6 |
| Number of Managed Accounts | $175,353,000 | 2 |
| Personal Trust and Agency Accounts | $52,495,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $250,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $906,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $35,807,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $66,983,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,912,000 | 1 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $35,716,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,217,000 | 20 |
| Personal Trust and Agency Accounts | $2,106,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,038,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $1,130,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $874,000 | 18 |
| Corporate Trust and Agency Accounts | $890,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,027,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $152,000 | 8 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,271,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $178,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $740,000 | 31 |
| 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 | $183,477,000 | 5 |
| Number of Managed Accounts | $174,191,000 | 2 |
| Personal Trust and Agency Accounts | $53,186,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $252,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $937,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $34,762,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $66,308,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,746,000 | 1 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $34,671,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,286,000 | 19 |
| Personal Trust and Agency Accounts | $2,091,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,079,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,126,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $881,000 | 18 |
| Corporate Trust and Agency Accounts | $900,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,061,000 | 5 |
| Number (#) individual retirement, health savings, and other similar accounts | $148,000 | 8 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,366,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $170,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $745,000 | 30 |
| 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 | $182,393,000 | 5 |
| Number of Managed Accounts | $172,994,000 | 2 |
| Personal Trust and Agency Accounts | $53,947,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $251,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $965,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $33,730,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $65,333,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,768,000 | 1 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $33,638,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,399,000 | 21 |
| Personal Trust and Agency Accounts | $2,101,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,116,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,129,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $873,000 | 18 |
| Corporate Trust and Agency Accounts | $924,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,105,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $151,000 | 8 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,360,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $178,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $736,000 | 32 |
| 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 | $182,441,000 | 5 |
| Number of Managed Accounts | $172,701,000 | 2 |
| Personal Trust and Agency Accounts | $54,994,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $257,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $1,028,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $33,002,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $64,998,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $18,422,000 | 1 |
| Other Fiduciary Accounts | $0 | 227 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $32,906,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $9,740,000 | 21 |
| Personal Trust and Agency Accounts | $2,237,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,196,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,167,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $893,000 | 19 |
| Corporate Trust and Agency Accounts | $962,000 | 31 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,147,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $138,000 | 9 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,554,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $188,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $750,000 | 34 |
| 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 | $180,478,000 | 6 |
| Number of Managed Accounts | $170,706,000 | 2 |
| Personal Trust and Agency Accounts | $55,437,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $266,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $1,050,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $32,027,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $64,102,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,824,000 | 1 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $31,931,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,772,000 | 20 |
| Personal Trust and Agency Accounts | $2,262,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,285,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,068,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $879,000 | 18 |
| Corporate Trust and Agency Accounts | $998,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,145,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $135,000 | 9 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,538,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $203,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $743,000 | 32 |
| 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 | $178,489,000 | 6 |
| Number of Managed Accounts | $168,672,000 | 2 |
| Personal Trust and Agency Accounts | $55,594,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $265,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $1,094,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $30,826,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $63,093,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,800,000 | 1 |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $30,730,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,817,000 | 21 |
| Personal Trust and Agency Accounts | $2,235,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,290,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,050,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $888,000 | 18 |
| Corporate Trust and Agency Accounts | $1,045,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,186,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $123,000 | 8 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,590,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $213,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $751,000 | 32 |
| 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 | $177,797,000 | 6 |
| Number of Managed Accounts | $167,780,000 | 2 |
| Personal Trust and Agency Accounts | $56,276,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $268,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $1,129,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $29,691,000 | 4 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $62,765,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $17,651,000 | 1 |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $29,595,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,017,000 | 19 |
| Personal Trust and Agency Accounts | $2,260,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,307,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,090,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $897,000 | 17 |
| Corporate Trust and Agency Accounts | $1,096,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,233,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $134,000 | 8 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,583,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $205,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $758,000 | 31 |
| 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 | $177,283,000 | 6 |
| Number of Managed Accounts | $167,076,000 | 1 |
| Personal Trust and Agency Accounts | $57,041,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $276,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $1,175,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $28,885,000 | 4 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $63,954,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,745,000 | 1 |
| Other Fiduciary Accounts | $0 | 216 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $28,791,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $10,207,000 | 19 |
| Personal Trust and Agency Accounts | $2,285,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,396,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,117,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $900,000 | 17 |
| Corporate Trust and Agency Accounts | $1,124,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,320,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $65,000 | 17 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,696,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $205,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $768,000 | 32 |
| 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 | $176,519,000 | 5 |
| Number of Managed Accounts | $166,326,000 | 2 |
| Personal Trust and Agency Accounts | $57,917,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $276,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $1,158,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $27,954,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $63,801,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,220,000 | 1 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $27,856,000 | 4 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,193,000 | 18 |
| Personal Trust and Agency Accounts | $2,236,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,419,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,110,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $902,000 | 16 |
| Corporate Trust and Agency Accounts | $1,112,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,344,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $70,000 | 16 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,625,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $209,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $770,000 | 30 |
| 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 | $176,448,000 | 6 |
| Number of Managed Accounts | $166,230,000 | 2 |
| Personal Trust and Agency Accounts | $58,764,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $274,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $1,074,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $27,124,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $63,898,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,096,000 | 1 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $27,021,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,218,000 | 18 |
| Personal Trust and Agency Accounts | $2,246,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,429,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,099,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $922,000 | 15 |
| Corporate Trust and Agency Accounts | $1,063,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,355,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $104,000 | 11 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,029,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $218,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $791,000 | 30 |
| 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 | $176,077,000 | 6 |
| Number of Managed Accounts | $165,785,000 | 2 |
| Personal Trust and Agency Accounts | $59,488,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $286,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $1,078,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $26,124,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $63,781,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $15,028,000 | 1 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $26,010,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,292,000 | 18 |
| Personal Trust and Agency Accounts | $2,200,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,493,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,102,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $919,000 | 16 |
| Corporate Trust and Agency Accounts | $1,088,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,386,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $104,000 | 12 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,097,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $221,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $788,000 | 31 |
| 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 | $175,843,000 | 6 |
| Number of Managed Accounts | $165,418,000 | 2 |
| Personal Trust and Agency Accounts | $59,934,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $294,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $1,132,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $25,701,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $63,359,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,998,000 | 1 |
| Other Fiduciary Accounts | $0 | 237 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $25,593,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $52,538,000 | 4 |
| Number of Non-Managed Accounts | $10,425,000 | 17 |
| Personal Trust and Agency Accounts | $2,217,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,557,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,154,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $921,000 | 16 |
| Corporate Trust and Agency Accounts | $1,078,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,422,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 15 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,258,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $217,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $790,000 | 32 |
| 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 | $172,466,000 | 6 |
| Number of Managed Accounts | $162,039,000 | 2 |
| Personal Trust and Agency Accounts | $59,799,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $290,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $1,090,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $24,566,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $61,930,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,364,000 | 1 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $24,460,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,427,000 | 17 |
| Personal Trust and Agency Accounts | $2,187,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,568,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,159,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $929,000 | 15 |
| Corporate Trust and Agency Accounts | $1,061,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,442,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 12 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,259,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $220,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $795,000 | 29 |
| 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 | $171,123,000 | 6 |
| Number of Managed Accounts | $160,553,000 | 2 |
| Personal Trust and Agency Accounts | $60,314,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $292,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $1,047,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $23,703,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $60,917,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,280,000 | 1 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $23,595,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,570,000 | 15 |
| Personal Trust and Agency Accounts | $2,311,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,605,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,135,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $954,000 | 15 |
| Corporate Trust and Agency Accounts | $999,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,462,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $104,000 | 10 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,456,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $217,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $819,000 | 28 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $170,548,000 | 7 |
| Number of Managed Accounts | $159,829,000 | 2 |
| Personal Trust and Agency Accounts | $61,180,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $298,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $1,087,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $22,969,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $60,201,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,094,000 | 1 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $22,856,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,719,000 | 16 |
| Personal Trust and Agency Accounts | $2,350,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,637,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,165,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $960,000 | 17 |
| Corporate Trust and Agency Accounts | $971,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,532,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $104,000 | 11 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,664,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $213,000 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $824,000 | 29 |
| 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 | $169,207,000 | 7 |
| Number of Managed Accounts | $158,327,000 | 2 |
| Personal Trust and Agency Accounts | $61,394,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $301,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $1,114,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $22,385,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $59,031,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $14,102,000 | 1 |
| Other Fiduciary Accounts | $0 | 236 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $22,269,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $56,152,000 | 4 |
| Number of Non-Managed Accounts | $10,880,000 | 17 |
| Personal Trust and Agency Accounts | $2,344,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,677,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,209,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $975,000 | 19 |
| Corporate Trust and Agency Accounts | $978,000 | 30 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,580,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $117,000 | 11 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $11,012,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $215,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $835,000 | 31 |
| 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 | $166,904,000 | 7 |
| Number of Managed Accounts | $156,080,000 | 2 |
| Personal Trust and Agency Accounts | $61,574,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $306,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $1,091,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $21,453,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $57,909,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $13,747,000 | 1 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $21,336,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,824,000 | 17 |
| Personal Trust and Agency Accounts | $2,386,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,705,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,196,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $981,000 | 17 |
| Corporate Trust and Agency Accounts | $834,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,620,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $102,000 | 11 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $11,328,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $233,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $845,000 | 29 |
| 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 | $165,776,000 | 7 |
| Number of Managed Accounts | $155,013,000 | 2 |
| Personal Trust and Agency Accounts | $62,156,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $303,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $1,052,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $20,714,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $57,040,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $13,748,000 | 1 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $20,597,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,763,000 | 17 |
| Personal Trust and Agency Accounts | $2,388,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,724,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $1,243,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $937,000 | 17 |
| Corporate Trust and Agency Accounts | $752,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,645,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $74,000 | 16 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $11,704,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $213,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $826,000 | 30 |
| 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 | $164,661,000 | 8 |
| Number of Managed Accounts | $153,840,000 | 2 |
| Personal Trust and Agency Accounts | $62,962,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $292,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $1,033,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $19,865,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $56,208,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $13,480,000 | 1 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $19,745,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,821,000 | 18 |
| Personal Trust and Agency Accounts | $2,369,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,776,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,288,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $956,000 | 19 |
| Corporate Trust and Agency Accounts | $706,000 | 29 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,651,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 16 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,145,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $212,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $848,000 | 29 |
| 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 | $162,835,000 | 7 |
| Number of Managed Accounts | $151,901,000 | 2 |
| Personal Trust and Agency Accounts | $63,261,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $310,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $1,118,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $19,252,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $54,896,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $13,064,000 | 1 |
| Other Fiduciary Accounts | $0 | 240 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $19,133,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $60,687,000 | 4 |
| Number of Non-Managed Accounts | $10,934,000 | 17 |
| Personal Trust and Agency Accounts | $2,425,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,847,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,354,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $968,000 | 23 |
| Corporate Trust and Agency Accounts | $609,000 | 31 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,645,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $86,000 | 15 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,588,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $188,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $860,000 | 31 |
| 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 | $162,885,000 | 7 |
| Number of Managed Accounts | $153,548,000 | 1 |
| Personal Trust and Agency Accounts | $65,055,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $311,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $1,118,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $18,788,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $57,925,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,351,000 | 1 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $18,669,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,337,000 | 19 |
| Personal Trust and Agency Accounts | $2,513,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,855,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,350,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $972,000 | 20 |
| Corporate Trust and Agency Accounts | $1,430,000 | 23 |
| Number of investment management and advisory agency accounts, non-managed assets | $139,000 | 13 |
| Number (#) individual retirement, health savings, and other similar accounts | $78,000 | 17 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $16,199,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $189,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $871,000 | 28 |
| 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 | $162,724,000 | 7 |
| Number of Managed Accounts | $153,254,000 | 1 |
| Personal Trust and Agency Accounts | $65,764,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $310,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $1,088,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $18,397,000 | 4 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $57,197,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $10,498,000 | 1 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $18,278,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,470,000 | 20 |
| Personal Trust and Agency Accounts | $2,525,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,916,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,389,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $981,000 | 21 |
| Corporate Trust and Agency Accounts | $1,431,000 | 23 |
| Number of investment management and advisory agency accounts, non-managed assets | $141,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $87,000 | 14 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $16,425,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $199,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $879,000 | 30 |
| 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 | $160,829,000 | 7 |
| Number of Managed Accounts | $151,242,000 | 1 |
| Personal Trust and Agency Accounts | $66,582,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $314,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $1,033,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $18,378,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $55,971,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,964,000 | 1 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $17,314,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,587,000 | 20 |
| Personal Trust and Agency Accounts | $2,495,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,031,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,399,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $1,023,000 | 22 |
| Corporate Trust and Agency Accounts | $1,397,000 | 24 |
| Number of investment management and advisory agency accounts, non-managed assets | $158,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $84,000 | 14 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $16,367,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $171,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $875,000 | 31 |
| 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 | $155,362,000 | 6 |
| Number of Managed Accounts | $146,521,000 | 1 |
| Personal Trust and Agency Accounts | $65,935,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $301,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $908,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $17,167,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $53,200,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,010,000 | 1 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $17,078,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $104,445,000 | 1 |
| Number of Non-Managed Accounts | $8,841,000 | 21 |
| Personal Trust and Agency Accounts | $2,272,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,700,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $1,190,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $1,009,000 | 27 |
| Corporate Trust and Agency Accounts | $1,425,000 | 24 |
| Number of investment management and advisory agency accounts, non-managed assets | $153,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $92,000 | 12 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,814,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $153,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $890,000 | 36 |
| 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 | $152,574,000 | 6 |
| Number of Managed Accounts | $143,736,000 | 1 |
| Personal Trust and Agency Accounts | $65,058,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $313,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $914,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $16,755,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $51,505,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,191,000 | 1 |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,665,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,838,000 | 20 |
| Personal Trust and Agency Accounts | $2,072,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,861,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $1,114,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $1,025,000 | 21 |
| Corporate Trust and Agency Accounts | $1,505,000 | 23 |
| Number of investment management and advisory agency accounts, non-managed assets | $159,000 | 11 |
| Number (#) individual retirement, health savings, and other similar accounts | $102,000 | 10 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,655,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $124,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $907,000 | 30 |
| 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 | $153,255,000 | 6 |
| Number of Managed Accounts | $144,281,000 | 1 |
| Personal Trust and Agency Accounts | $65,895,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $313,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $929,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $16,533,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $51,246,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,365,000 | 1 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,442,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,974,000 | 20 |
| Personal Trust and Agency Accounts | $2,081,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,980,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $1,106,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $1,049,000 | 20 |
| Corporate Trust and Agency Accounts | $1,471,000 | 23 |
| Number of investment management and advisory agency accounts, non-managed assets | $161,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $115,000 | 9 |
| Other Fiduciary Accounts | $2,000 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $15,800,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $124,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $927,000 | 29 |
| 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 | $155,075,000 | 6 |
| Number of Managed Accounts | $145,285,000 | 1 |
| Personal Trust and Agency Accounts | $67,652,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $323,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $915,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $16,273,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $50,696,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,426,000 | 2 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,181,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,790,000 | 19 |
| Personal Trust and Agency Accounts | $2,045,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,064,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $1,146,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $1,067,000 | 20 |
| Corporate Trust and Agency Accounts | $2,170,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | $167,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $128,000 | 10 |
| Other Fiduciary Accounts | $3,000 | 83 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $16,084,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $946,000 | 27 |
| 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 | $157,868,000 | 6 |
| Number of Managed Accounts | $146,149,000 | 1 |
| Personal Trust and Agency Accounts | $68,881,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $336,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $907,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $16,137,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $50,392,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,496,000 | 1 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,043,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $107,270,000 | 1 |
| Number of Non-Managed Accounts | $11,719,000 | 17 |
| Personal Trust and Agency Accounts | $2,056,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,142,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $1,185,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $1,098,000 | 22 |
| Corporate Trust and Agency Accounts | $3,856,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $183,000 | 8 |
| Number (#) individual retirement, health savings, and other similar accounts | $189,000 | 10 |
| Other Fiduciary Accounts | $10,000 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,400,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $976,000 | 30 |
| 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 | $169,285,000 | 6 |
| Number of Managed Accounts | $147,489,000 | 1 |
| Personal Trust and Agency Accounts | $70,179,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $357,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $908,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $15,970,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $50,493,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,582,000 | 1 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,875,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $21,796,000 | 14 |
| Personal Trust and Agency Accounts | $2,076,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,982,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,232,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $1,130,000 | 19 |
| Corporate Trust and Agency Accounts | $12,995,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $170,000 | 7 |
| Number (#) individual retirement, health savings, and other similar accounts | $193,000 | 8 |
| Other Fiduciary Accounts | $18,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,167,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,009,000 | 27 |
| 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 | $169,887,000 | 6 |
| Number of Managed Accounts | $148,321,000 | 1 |
| Personal Trust and Agency Accounts | $71,461,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $375,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $898,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $15,598,000 | 3 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $50,283,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,706,000 | 1 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,507,000 | 3 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $21,566,000 | 14 |
| Personal Trust and Agency Accounts | $2,035,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,187,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $1,220,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $1,159,000 | 18 |
| Corporate Trust and Agency Accounts | $12,462,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $160,000 | 10 |
| Number (#) individual retirement, health savings, and other similar accounts | $197,000 | 7 |
| Other Fiduciary Accounts | $146,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,418,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,045,000 | 26 |
| 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 | $173,111,000 | 6 |
| Number of Managed Accounts | $150,395,000 | 1 |
| Personal Trust and Agency Accounts | $74,057,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $377,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $871,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $15,435,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $49,805,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,850,000 | 1 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,350,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $22,716,000 | 13 |
| Personal Trust and Agency Accounts | $2,060,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,276,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $1,236,000 | 4 |
| Number non-managed other employee benefit and retirement-related accounts | $1,161,000 | 17 |
| Corporate Trust and Agency Accounts | $13,523,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $168,000 | 9 |
| Number (#) individual retirement, health savings, and other similar accounts | $146,000 | 9 |
| Other Fiduciary Accounts | $146,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,570,000 | 20 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,061,000 | 26 |
| 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 | $175,026,000 | 6 |
| Number of Managed Accounts | $152,803,000 | 1 |
| Personal Trust and Agency Accounts | $77,019,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $386,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $834,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $15,226,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $49,814,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,524,000 | 1 |
| Other Fiduciary Accounts | $0 | 259 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,137,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $128,164,000 | 2 |
| Number of Non-Managed Accounts | $22,223,000 | 14 |
| Personal Trust and Agency Accounts | $2,178,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,304,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $847,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $1,195,000 | 20 |
| Corporate Trust and Agency Accounts | $14,199,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $240,000 | 7 |
| Number (#) individual retirement, health savings, and other similar accounts | $114,000 | 9 |
| Other Fiduciary Accounts | $146,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,189,000 | 21 |
| Fiduciary Accounts Held in Foreign Offices | $3,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,095,000 | 28 |
| 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 | $190,535,000 | 6 |
| Number of Managed Accounts | $167,196,000 | 1 |
| Personal Trust and Agency Accounts | $92,216,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $432,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $837,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $14,850,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $49,299,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,562,000 | 1 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,758,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,339,000 | 13 |
| Personal Trust and Agency Accounts | $2,246,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,470,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $879,000 | 5 |
| Number non-managed other employee benefit and retirement-related accounts | $1,249,000 | 17 |
| Corporate Trust and Agency Accounts | $14,973,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $252,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $124,000 | 9 |
| Other Fiduciary Accounts | $146,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $138,573,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $3,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,150,000 | 26 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $202,935,000 | 4 |
| Number of Managed Accounts | $179,201,000 | 1 |
| Personal Trust and Agency Accounts | $103,269,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $428,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $877,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $14,865,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $50,237,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $9,525,000 | 1 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,793,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,734,000 | 13 |
| Personal Trust and Agency Accounts | $1,908,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,657,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $880,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,540,000 | 17 |
| Corporate Trust and Agency Accounts | $15,185,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $265,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $149,000 | 10 |
| Other Fiduciary Accounts | $150,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $142,925,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $3,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,337,000 | 25 |
| 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 | $212,559,000 | 4 |
| Number of Managed Accounts | $188,056,000 | 1 |
| Personal Trust and Agency Accounts | $111,659,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $456,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $860,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $14,724,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $51,505,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $8,852,000 | 1 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,604,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $24,503,000 | 13 |
| Personal Trust and Agency Accounts | $2,010,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,732,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $869,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,615,000 | 17 |
| Corporate Trust and Agency Accounts | $15,701,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $302,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $124,000 | 11 |
| Other Fiduciary Accounts | $150,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $154,713,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $3,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,420,000 | 23 |
| 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 | $219,481,000 | 5 |
| Number of Managed Accounts | $192,595,000 | 1 |
| Personal Trust and Agency Accounts | $119,704,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $482,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $823,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $14,738,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $54,286,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,562,000 | 4 |
| Other Fiduciary Accounts | $0 | 261 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,601,000 | 2 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,508,664,000 | 1 |
| Number of Non-Managed Accounts | $26,886,000 | 11 |
| Personal Trust and Agency Accounts | $2,076,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,799,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $875,000 | 6 |
| Number non-managed other employee benefit and retirement-related accounts | $1,653,000 | 22 |
| Corporate Trust and Agency Accounts | $18,034,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | $336,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $113,000 | 12 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $156,080,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $3,000 | 8 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,476,000 | 27 |
| 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 | $156,259,000 | 7 |
| Number of Managed Accounts | $134,751,000 | 1 |
| Personal Trust and Agency Accounts | $70,930,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $518,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $787,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $11,495,000 | 2 |
| Corporate Trust and Agency Accounts | $156,000 | 7 |
| Number of managed investment management and investment advisory agency accounts | $50,865,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $21,508,000 | 16 |
| Personal Trust and Agency Accounts | $1,762,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,974,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $797,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $1,609,000 | 17 |
| Corporate Trust and Agency Accounts | $15,236,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $130,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $156,816,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $3,000 | 8 |
| # 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 | $161,323,000 | 7 |
| Number of Managed Accounts | $139,493,000 | 1 |
| Personal Trust and Agency Accounts | $72,914,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $541,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $806,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $11,948,000 | 2 |
| Corporate Trust and Agency Accounts | $354,000 | 4 |
| Number of managed investment management and investment advisory agency accounts | $52,928,000 | 1 |
| 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 | $21,830,000 | 16 |
| Personal Trust and Agency Accounts | $1,861,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,137,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $775,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $1,175,000 | 17 |
| Corporate Trust and Agency Accounts | $15,747,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $135,000 | 30 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $163,055,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $3,000 | 8 |
| # 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 | $166,222,000 | 6 |
| Number of Managed Accounts | $143,058,000 | 1 |
| Personal Trust and Agency Accounts | $73,814,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $603,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $809,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $12,505,000 | 2 |
| Corporate Trust and Agency Accounts | $162,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $55,163,000 | 1 |
| 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 | $23,164,000 | 14 |
| Personal Trust and Agency Accounts | $2,043,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,159,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $808,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $1,219,000 | 16 |
| Corporate Trust and Agency Accounts | $16,803,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $132,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $164,183,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $5,000 | 8 |
| # 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 | $170,567,000 | 6 |
| Number of Managed Accounts | $146,910,000 | 1 |
| Personal Trust and Agency Accounts | $74,878,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $605,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $816,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $12,902,000 | 2 |
| Corporate Trust and Agency Accounts | $157,000 | 8 |
| Number of managed investment management and investment advisory agency accounts | $57,549,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,000 | 154 |
| 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 | $23,657,000 | 15 |
| Personal Trust and Agency Accounts | $2,090,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,147,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $816,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $1,231,000 | 24 |
| Corporate Trust and Agency Accounts | $17,235,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $138,000 | 40 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $167,205,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $5,000 | 8 |
| # 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 | $149,593,000 | 7 |
| Number of Managed Accounts | $143,533,000 | 1 |
| Personal Trust and Agency Accounts | $73,179,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $619,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $814,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $12,532,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $56,389,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $6,060,000 | 29 |
| Personal Trust and Agency Accounts | $1,905,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,170,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $829,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $1,141,000 | 21 |
| Corporate Trust and Agency Accounts | $15,000 | 94 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $164,945,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $5,000 | 8 |
| # 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 | $150,986,000 | 7 |
| Number of Managed Accounts | $144,836,000 | 1 |
| Personal Trust and Agency Accounts | $74,157,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $636,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $760,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $12,591,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $56,692,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $6,150,000 | 30 |
| Personal Trust and Agency Accounts | $1,949,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,195,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $829,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $1,160,000 | 22 |
| Corporate Trust and Agency Accounts | $17,000 | 92 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $168,583,000 | 10 |
| Fiduciary Accounts Held in Foreign Offices | $20,000 | 9 |
| # 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 | $152,676,000 | 6 |
| Number of Managed Accounts | $145,539,000 | 1 |
| Personal Trust and Agency Accounts | $74,860,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $663,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $754,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $12,669,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $55,737,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $856,000 | 9 |
| 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 | $7,137,000 | 27 |
| Personal Trust and Agency Accounts | $2,030,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,215,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $838,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $1,281,000 | 19 |
| Corporate Trust and Agency Accounts | $65,000 | 66 |
| 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 | $708,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $172,070,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $131,000 | 9 |
| # 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 | $284,254,000 | 4 |
| Number of Managed Accounts | $280,130,000 | 1 |
| Personal Trust and Agency Accounts | $63,367,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,665,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $587,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $8,232,000 | 3 |
| Corporate Trust and Agency Accounts | $10,000 | 87 |
| Number of managed investment management and investment advisory agency accounts | $39,720,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $166,549,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,124,000 | 34 |
| Personal Trust and Agency Accounts | $1,961,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $835,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $713,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $547,000 | 42 |
| Corporate Trust and Agency Accounts | $68,000 | 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 | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,469,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $257,000 | 9 |
| # 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 | $285,262,000 | 5 |
| Number of Managed Accounts | $280,895,000 | 1 |
| Personal Trust and Agency Accounts | $69,781,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,709,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $496,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $8,193,000 | 3 |
| Corporate Trust and Agency Accounts | $16,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $34,151,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $166,549,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,367,000 | 32 |
| Personal Trust and Agency Accounts | $2,145,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $848,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $724,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $585,000 | 28 |
| Corporate Trust and Agency Accounts | $65,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,550,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $381,000 | 7 |
| # 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 | $288,711,000 | 5 |
| Number of Managed Accounts | $284,280,000 | 1 |
| Personal Trust and Agency Accounts | $70,866,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,756,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $438,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $8,223,000 | 2 |
| Corporate Trust and Agency Accounts | $16,000 | 43 |
| Number of managed investment management and investment advisory agency accounts | $33,588,000 | 1 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $169,393,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,431,000 | 33 |
| Personal Trust and Agency Accounts | $2,287,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $895,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $581,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $600,000 | 28 |
| Corporate Trust and Agency Accounts | $68,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,751,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $495,000 | 7 |
| # 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 | $289,871,000 | 6 |
| Number of Managed Accounts | $284,576,000 | 2 |
| Personal Trust and Agency Accounts | $71,400,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,808,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $441,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $8,213,000 | 1 |
| Corporate Trust and Agency Accounts | $17,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $33,304,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $169,393,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $248,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,295,000 | 32 |
| Personal Trust and Agency Accounts | $2,955,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $912,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $752,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $606,000 | 27 |
| Corporate Trust and Agency Accounts | $70,000 | 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 | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $10,883,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $5,314,000 | 6 |
| # 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 | $167,566,000 | 7 |
| Number of Managed Accounts | $162,011,000 | 2 |
| Personal Trust and Agency Accounts | $71,776,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,850,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $426,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $8,226,000 | 1 |
| Corporate Trust and Agency Accounts | $17,000 | 73 |
| Number of managed investment management and investment advisory agency accounts | $77,010,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,706,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $44,294,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,555,000 | 32 |
| Personal Trust and Agency Accounts | $3,157,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $944,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $773,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $612,000 | 37 |
| Corporate Trust and Agency Accounts | $69,000 | 76 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $35,161,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $29,628,000 | 3 |
| # 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 | $167,439,000 | 7 |
| Number of Managed Accounts | $161,768,000 | 2 |
| Personal Trust and Agency Accounts | $72,108,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,802,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $433,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $8,167,000 | 1 |
| Corporate Trust and Agency Accounts | $43,000 | 27 |
| Number of managed investment management and investment advisory agency accounts | $76,474,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,741,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $43,813,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,671,000 | 33 |
| Personal Trust and Agency Accounts | $3,290,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $968,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $788,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $582,000 | 31 |
| Corporate Trust and Agency Accounts | $42,000 | 80 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $36,768,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $31,225,000 | 3 |
| # 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 | $246,402,000 | 6 |
| Number of Managed Accounts | $240,518,000 | 2 |
| Personal Trust and Agency Accounts | $72,765,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,864,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $441,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $8,109,000 | 1 |
| Corporate Trust and Agency Accounts | $47,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $154,517,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,775,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $121,778,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,884,000 | 32 |
| Personal Trust and Agency Accounts | $3,416,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,005,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $811,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $606,000 | 29 |
| Corporate Trust and Agency Accounts | $44,000 | 82 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $37,881,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $32,291,000 | 3 |
| # 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 | $249,295,000 | 6 |
| Number of Managed Accounts | $243,297,000 | 2 |
| Personal Trust and Agency Accounts | $73,195,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,113,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $425,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $8,047,000 | 1 |
| Corporate Trust and Agency Accounts | $51,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $156,623,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,843,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $125,826,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,998,000 | 30 |
| Personal Trust and Agency Accounts | $3,461,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,017,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $830,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $638,000 | 27 |
| Corporate Trust and Agency Accounts | $50,000 | 78 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,850,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $34,154,000 | 3 |
| # 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 | $251,914,000 | 6 |
| Number of Managed Accounts | $243,907,000 | 2 |
| Personal Trust and Agency Accounts | $73,412,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,017,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $442,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $8,029,000 | 1 |
| Corporate Trust and Agency Accounts | $51,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $157,056,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,900,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $125,826,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,007,000 | 30 |
| Personal Trust and Agency Accounts | $3,541,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $733,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $1,216,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $2,465,000 | 16 |
| Corporate Trust and Agency Accounts | $50,000 | 89 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $38,215,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $34,154,000 | 3 |
| # 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 | $248,711,000 | 6 |
| Number of Managed Accounts | $240,530,000 | 2 |
| Personal Trust and Agency Accounts | $73,866,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $501,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $462,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $8,009,000 | 1 |
| Corporate Trust and Agency Accounts | $52,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $157,640,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $125,826,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,181,000 | 29 |
| Personal Trust and Agency Accounts | $3,607,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $761,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $1,252,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $2,509,000 | 13 |
| Corporate Trust and Agency Accounts | $50,000 | 78 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $40,892,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $36,798,000 | 3 |
| # 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 | $397,741,000 | 5 |
| Number of Managed Accounts | $196,672,000 | 2 |
| Personal Trust and Agency Accounts | $74,327,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $517,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $466,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $8,121,000 | 1 |
| Corporate Trust and Agency Accounts | $52,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $113,189,000 | 2 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $81,442,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $201,069,000 | 5 |
| Personal Trust and Agency Accounts | $3,770,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,205,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $1,245,000 | 7 |
| Number non-managed other employee benefit and retirement-related accounts | $192,797,000 | 5 |
| Corporate Trust and Agency Accounts | $48,000 | 83 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,000 | 96 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $67,999,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $63,515,000 | 2 |
| # 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 | $71,802,000 | 11 |
| Number of Managed Accounts | $68,732,000 | 3 |
| Personal Trust and Agency Accounts | $44,015,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $4,019,000 | 5 |
| Corporate Trust and Agency Accounts | $11,000 | 52 |
| Number of managed investment management and investment advisory agency accounts | $20,551,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $19,000 | 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 | $3,070,000 | 46 |
| Personal Trust and Agency Accounts | $2,518,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $184,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $278,000 | 50 |
| Corporate Trust and Agency Accounts | $7,000 | 142 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,602,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $869,000 | 8 |
| # 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 | $71,039,000 | 11 |
| Number of Managed Accounts | $68,018,000 | 3 |
| Personal Trust and Agency Accounts | $43,776,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $3,875,000 | 5 |
| Corporate Trust and Agency Accounts | $5,000 | 139 |
| Number of managed investment management and investment advisory agency accounts | $20,217,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $8,000 | 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 | $3,021,000 | 51 |
| Personal Trust and Agency Accounts | $2,470,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $189,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $286,000 | 74 |
| Corporate Trust and Agency Accounts | $4,000 | 257 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 220 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,632,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $850,000 | 8 |
| # 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 | $70,174,000 | 11 |
| Number of Managed Accounts | $67,190,000 | 3 |
| Personal Trust and Agency Accounts | $43,507,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $3,833,000 | 5 |
| Corporate Trust and Agency Accounts | $22,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $19,691,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $7,000 | 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 | $2,984,000 | 47 |
| Personal Trust and Agency Accounts | $2,448,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $189,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $286,000 | 51 |
| Corporate Trust and Agency Accounts | $4,000 | 153 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,729,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $844,000 | 8 |
| # 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 | $70,089,000 | 12 |
| Number of Managed Accounts | $67,057,000 | 3 |
| Personal Trust and Agency Accounts | $43,573,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $69,000 | 96 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $3,769,000 | 5 |
| Corporate Trust and Agency Accounts | $28,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $19,548,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,032,000 | 47 |
| Personal Trust and Agency Accounts | $2,482,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $192,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $295,000 | 53 |
| Corporate Trust and Agency Accounts | $2,000 | 175 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $2,000 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,835,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $842,000 | 8 |
| # 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 | $69,599,000 | 11 |
| Number of Managed Accounts | $66,737,000 | 3 |
| Personal Trust and Agency Accounts | $42,974,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $71,000 | 101 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $3,692,000 | 5 |
| Corporate Trust and Agency Accounts | $31,000 | 35 |
| Number of managed investment management and investment advisory agency accounts | $19,899,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $417,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,862,000 | 47 |
| Personal Trust and Agency Accounts | $2,304,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $195,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $299,000 | 52 |
| Corporate Trust and Agency Accounts | $2,000 | 180 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,000 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,078,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $838,000 | 8 |
| # 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 | $68,777,000 | 11 |
| Number of Managed Accounts | $66,751,000 | 3 |
| Personal Trust and Agency Accounts | $44,214,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $73,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $3,558,000 | 4 |
| Corporate Trust and Agency Accounts | $31,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $18,641,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $164,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,044,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,026,000 | 60 |
| Personal Trust and Agency Accounts | $1,444,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $208,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $310,000 | 71 |
| Corporate Trust and Agency Accounts | $2,000 | 329 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,000 | 208 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,135,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $3,000 | 14 |
| # 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 | $68,422,000 | 11 |
| Number of Managed Accounts | $66,355,000 | 3 |
| Personal Trust and Agency Accounts | $44,758,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $3,473,000 | 4 |
| Corporate Trust and Agency Accounts | $2,000 | 92 |
| Number of managed investment management and investment advisory agency accounts | $17,807,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $171,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,084,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,067,000 | 62 |
| Personal Trust and Agency Accounts | $1,462,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $203,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 50 |
| Number non-managed other employee benefit and retirement-related accounts | $336,000 | 48 |
| Corporate Trust and Agency Accounts | $2,000 | 187 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,000 | 119 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,205,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $3,000 | 15 |
| # 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 | $68,456,000 | 12 |
| Number of Managed Accounts | $66,351,000 | 4 |
| Personal Trust and Agency Accounts | $45,357,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $3,466,000 | 4 |
| Corporate Trust and Agency Accounts | $2,000 | 99 |
| Number of managed investment management and investment advisory agency accounts | $17,199,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $176,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,112,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,105,000 | 64 |
| Personal Trust and Agency Accounts | $1,474,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $205,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $64,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $355,000 | 49 |
| Corporate Trust and Agency Accounts | $3,000 | 178 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,000 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,273,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $3,000 | 15 |
| # 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 | $68,826,000 | 11 |
| Number of Managed Accounts | $66,696,000 | 4 |
| Personal Trust and Agency Accounts | $46,030,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 109 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $3,476,000 | 4 |
| Corporate Trust and Agency Accounts | $2,000 | 107 |
| Number of managed investment management and investment advisory agency accounts | $16,851,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $183,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,110,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,130,000 | 64 |
| Personal Trust and Agency Accounts | $1,484,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $206,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $371,000 | 49 |
| Corporate Trust and Agency Accounts | $3,000 | 185 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,000 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,323,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $3,000 | 14 |
| # 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 | $69,447,000 | 10 |
| Number of Managed Accounts | $67,218,000 | 4 |
| Personal Trust and Agency Accounts | $46,749,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $3,521,000 | 6 |
| Corporate Trust and Agency Accounts | $2,000 | 251 |
| Number of managed investment management and investment advisory agency accounts | $16,580,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $208,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,153,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,229,000 | 62 |
| Personal Trust and Agency Accounts | $1,560,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $216,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $66,000 | 62 |
| Number non-managed other employee benefit and retirement-related accounts | $380,000 | 56 |
| Corporate Trust and Agency Accounts | $3,000 | 315 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,000 | 198 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,354,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $4,000 | 15 |
| # 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 | $73,689,000 | 9 |
| Number of Managed Accounts | $71,309,000 | 3 |
| Personal Trust and Agency Accounts | $50,551,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $186,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $137,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $3,576,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $16,663,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $196,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,146,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,380,000 | 56 |
| Personal Trust and Agency Accounts | $1,729,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $152,000 | 108 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $451,000 | 54 |
| Corporate Trust and Agency Accounts | $6,000 | 238 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 297 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,410,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $9,000 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |