Home > City National Bank > Number of Fiduciary and Related Asset Accounts
City National Bank, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $12,405,000 | 35 |
| Number of Managed Accounts | $11,239,000 | 23 |
| Personal Trust and Agency Accounts | $4,774,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $175,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,957,000 | 54 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $2,013,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $119,000 | 73 |
| Other Fiduciary Accounts | $2,146,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,942,000 | 33 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,635,000 | 13 |
| Number of Non-Managed Accounts | $1,166,000 | 61 |
| Personal Trust and Agency Accounts | $908,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 159 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $162,000 | 20 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 87 |
| Other Fiduciary Accounts | $6,000 | 83 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $533,000 | 79 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 244 |
| 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 | $12,402,000 | 35 |
| Number of Managed Accounts | $11,216,000 | 24 |
| Personal Trust and Agency Accounts | $4,795,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $178,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $1,977,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $2,066,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $119,000 | 70 |
| Other Fiduciary Accounts | $2,024,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,962,000 | 33 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,186,000 | 58 |
| Personal Trust and Agency Accounts | $912,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 80 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $176,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 70 |
| Other Fiduciary Accounts | $6,000 | 53 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $529,000 | 70 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 170 |
| 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 | $12,291,000 | 36 |
| Number of Managed Accounts | $11,098,000 | 22 |
| Personal Trust and Agency Accounts | $4,703,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $179,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $1,948,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $2,077,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | $115,000 | 71 |
| Other Fiduciary Accounts | $2,019,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,934,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,193,000 | 57 |
| Personal Trust and Agency Accounts | $907,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 126 |
| Number non-managed other employee benefit and retirement-related accounts | $71,000 | 127 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $195,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 76 |
| Other Fiduciary Accounts | $6,000 | 70 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $526,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 188 |
| 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 | $12,266,000 | 38 |
| Number of Managed Accounts | $11,083,000 | 25 |
| Personal Trust and Agency Accounts | $4,661,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $187,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,996,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $2,085,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $114,000 | 76 |
| Other Fiduciary Accounts | $1,978,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,981,000 | 33 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,183,000 | 59 |
| Personal Trust and Agency Accounts | $901,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 83 |
| Number non-managed other employee benefit and retirement-related accounts | $72,000 | 80 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $193,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 69 |
| Other Fiduciary Accounts | $3,000 | 69 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $542,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 125 |
| 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 | $12,068,000 | 39 |
| Number of Managed Accounts | $10,881,000 | 26 |
| Personal Trust and Agency Accounts | $4,552,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $196,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $65,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,953,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $2,023,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $115,000 | 75 |
| Other Fiduciary Accounts | $1,977,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,936,000 | 33 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,395,000,000 | 1 |
| Number of Non-Managed Accounts | $1,187,000 | 61 |
| Personal Trust and Agency Accounts | $906,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 184 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 92 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $195,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 79 |
| Other Fiduciary Accounts | $2,000 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $547,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $51,000 | 204 |
| 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 | $11,684,000 | 39 |
| Number of Managed Accounts | $10,523,000 | 26 |
| Personal Trust and Agency Accounts | $4,440,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $200,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,906,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,947,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $115,000 | 75 |
| Other Fiduciary Accounts | $1,846,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,889,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,161,000 | 56 |
| Personal Trust and Agency Accounts | $884,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 86 |
| Number non-managed other employee benefit and retirement-related accounts | $67,000 | 85 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $191,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 71 |
| Other Fiduciary Accounts | $5,000 | 60 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $569,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 136 |
| 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 | $11,677,000 | 35 |
| Number of Managed Accounts | $10,496,000 | 25 |
| Personal Trust and Agency Accounts | $4,267,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $207,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $65,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,849,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,877,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $117,000 | 68 |
| Other Fiduciary Accounts | $2,114,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,834,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,181,000 | 49 |
| Personal Trust and Agency Accounts | $897,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 161 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 80 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 86 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $189,000 | 12 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 67 |
| Other Fiduciary Accounts | $5,000 | 68 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $565,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 128 |
| 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 | $10,679,000 | 37 |
| Number of Managed Accounts | $9,507,000 | 27 |
| Personal Trust and Agency Accounts | $4,145,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $209,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $64,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,837,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $1,860,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | $113,000 | 68 |
| Other Fiduciary Accounts | $1,279,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,821,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,172,000 | 49 |
| Personal Trust and Agency Accounts | $910,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 148 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 82 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $176,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 61 |
| Other Fiduciary Accounts | $5,000 | 57 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $569,000 | 68 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 133 |
| 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 | $10,505,000 | 37 |
| Number of Managed Accounts | $9,349,000 | 27 |
| Personal Trust and Agency Accounts | $4,089,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $211,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $63,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $1,794,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $1,848,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $111,000 | 71 |
| Other Fiduciary Accounts | $1,233,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,776,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,853,000 | 11 |
| Number of Non-Managed Accounts | $1,156,000 | 50 |
| Personal Trust and Agency Accounts | $901,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 173 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
| Number non-managed other employee benefit and retirement-related accounts | $62,000 | 129 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $173,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 71 |
| Other Fiduciary Accounts | $5,000 | 83 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $562,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 218 |
| 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 | $10,041,000 | 37 |
| Number of Managed Accounts | $8,911,000 | 28 |
| Personal Trust and Agency Accounts | $4,002,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $212,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $1,743,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $1,798,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $110,000 | 69 |
| Other Fiduciary Accounts | $977,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,724,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,130,000 | 50 |
| Personal Trust and Agency Accounts | $884,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $60,000 | 89 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $165,000 | 15 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 61 |
| Other Fiduciary Accounts | $6,000 | 52 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $560,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 133 |
| 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 | $9,763,000 | 38 |
| Number of Managed Accounts | $8,644,000 | 29 |
| Personal Trust and Agency Accounts | $3,905,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $211,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $66,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $1,696,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $1,721,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $109,000 | 70 |
| Other Fiduciary Accounts | $936,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,678,000 | 36 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,119,000 | 51 |
| Personal Trust and Agency Accounts | $878,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 159 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $62,000 | 92 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $159,000 | 14 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
| Other Fiduciary Accounts | $6,000 | 54 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $570,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $47,000 | 149 |
| 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 | $9,663,000 | 38 |
| Number of Managed Accounts | $8,564,000 | 29 |
| Personal Trust and Agency Accounts | $3,887,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $208,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $1,660,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $1,720,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | $108,000 | 69 |
| Other Fiduciary Accounts | $904,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,643,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,099,000 | 53 |
| Personal Trust and Agency Accounts | $874,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 90 |
| Number non-managed other employee benefit and retirement-related accounts | $60,000 | 93 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $148,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
| Other Fiduciary Accounts | $6,000 | 52 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $550,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $47,000 | 141 |
| 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 | $9,465,000 | 39 |
| Number of Managed Accounts | $8,390,000 | 29 |
| Personal Trust and Agency Accounts | $3,818,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $210,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,610,000 | 35 |
| Corporate Trust and Agency Accounts | $1,000 | 111 |
| Number of managed investment management and investment advisory agency accounts | $1,691,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $107,000 | 69 |
| Other Fiduciary Accounts | $880,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,595,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,802,000 | 16 |
| Number of Non-Managed Accounts | $1,075,000 | 57 |
| Personal Trust and Agency Accounts | $850,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 187 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $62,000 | 138 |
| Corporate Trust and Agency Accounts | $4,000 | 141 |
| Number of investment management and advisory agency accounts, non-managed assets | $145,000 | 16 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
| Other Fiduciary Accounts | $2,000 | 118 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $554,000 | 70 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $47,000 | 235 |
| 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 | $9,199,000 | 39 |
| Number of Managed Accounts | $8,144,000 | 29 |
| Personal Trust and Agency Accounts | $3,723,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $210,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $1,573,000 | 35 |
| Corporate Trust and Agency Accounts | $19,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $1,685,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $116,000 | 64 |
| Other Fiduciary Accounts | $751,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,573,000 | 35 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,055,000 | 54 |
| Personal Trust and Agency Accounts | $833,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 151 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 72 |
| Number non-managed other employee benefit and retirement-related accounts | $55,000 | 103 |
| Corporate Trust and Agency Accounts | $9,000 | 67 |
| Number of investment management and advisory agency accounts, non-managed assets | $142,000 | 17 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
| Other Fiduciary Accounts | $3,000 | 62 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $534,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $47,000 | 142 |
| 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 | $9,152,000 | 40 |
| Number of Managed Accounts | $8,081,000 | 28 |
| Personal Trust and Agency Accounts | $3,693,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $214,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $66,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,529,000 | 36 |
| Corporate Trust and Agency Accounts | $1,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $1,736,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $106,000 | 69 |
| Other Fiduciary Accounts | $736,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,514,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,071,000 | 54 |
| Personal Trust and Agency Accounts | $854,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 166 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $61,000 | 100 |
| Corporate Trust and Agency Accounts | $4,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | $136,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $3,000 | 74 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $528,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $62,000 | 126 |
| 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 | $9,076,000 | 40 |
| Number of Managed Accounts | $8,036,000 | 28 |
| Personal Trust and Agency Accounts | $3,654,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $202,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $1,518,000 | 35 |
| Corporate Trust and Agency Accounts | $1,000 | 53 |
| Number of managed investment management and investment advisory agency accounts | $1,748,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $102,000 | 69 |
| Other Fiduciary Accounts | $735,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,499,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,040,000 | 55 |
| Personal Trust and Agency Accounts | $831,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $57,000 | 106 |
| Corporate Trust and Agency Accounts | $4,000 | 81 |
| Number of investment management and advisory agency accounts, non-managed assets | $132,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
| Other Fiduciary Accounts | $3,000 | 66 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $505,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $44,000 | 156 |
| 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 | $8,870,000 | 41 |
| Number of Managed Accounts | $7,849,000 | 30 |
| Personal Trust and Agency Accounts | $3,568,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $1,466,000 | 38 |
| Corporate Trust and Agency Accounts | $1,000 | 113 |
| Number of managed investment management and investment advisory agency accounts | $1,712,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | $99,000 | 71 |
| Other Fiduciary Accounts | $733,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,458,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,370,000 | 19 |
| Number of Non-Managed Accounts | $1,021,000 | 62 |
| Personal Trust and Agency Accounts | $805,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 193 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 133 |
| Corporate Trust and Agency Accounts | $4,000 | 141 |
| Number of investment management and advisory agency accounts, non-managed assets | $124,000 | 20 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
| Other Fiduciary Accounts | $5,000 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $510,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 288 |
| 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 | $8,573,000 | 42 |
| Number of Managed Accounts | $7,528,000 | 32 |
| Personal Trust and Agency Accounts | $3,468,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $192,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,403,000 | 38 |
| Corporate Trust and Agency Accounts | $1,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $1,647,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 68 |
| Other Fiduciary Accounts | $647,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,387,000 | 38 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,045,000 | 61 |
| Personal Trust and Agency Accounts | $791,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 91 |
| Corporate Trust and Agency Accounts | $4,000 | 83 |
| Number of investment management and advisory agency accounts, non-managed assets | $119,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $5,000 | 60 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $498,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 151 |
| 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 | $8,597,000 | 43 |
| Number of Managed Accounts | $7,464,000 | 32 |
| Personal Trust and Agency Accounts | $3,465,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $209,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $1,376,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,616,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $97,000 | 68 |
| Other Fiduciary Accounts | $627,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,351,000 | 37 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,133,000 | 57 |
| Personal Trust and Agency Accounts | $789,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $71,000 | 93 |
| Corporate Trust and Agency Accounts | $4,000 | 89 |
| Number of investment management and advisory agency accounts, non-managed assets | $122,000 | 21 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $8,000 | 55 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $541,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $44,000 | 166 |
| 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 | $8,454,000 | 43 |
| Number of Managed Accounts | $7,336,000 | 32 |
| Personal Trust and Agency Accounts | $3,403,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $211,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,348,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $1,593,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $100,000 | 65 |
| Other Fiduciary Accounts | $607,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,330,000 | 38 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,118,000 | 58 |
| Personal Trust and Agency Accounts | $778,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 89 |
| Corporate Trust and Agency Accounts | $4,000 | 92 |
| Number of investment management and advisory agency accounts, non-managed assets | $114,000 | 21 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
| Other Fiduciary Accounts | $8,000 | 58 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $511,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $49,000 | 150 |
| 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 | $6,370,000 | 48 |
| Number of Managed Accounts | $5,899,000 | 37 |
| Personal Trust and Agency Accounts | $2,674,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $199,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $78,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $1,309,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $1,544,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 66 |
| 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 | $1,292,000 | 38 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,660,000 | 13 |
| Number of Non-Managed Accounts | $471,000 | 100 |
| Personal Trust and Agency Accounts | $152,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $69,000 | 139 |
| Corporate Trust and Agency Accounts | $3,000 | 158 |
| Number of investment management and advisory agency accounts, non-managed assets | $107,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $492,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 258 |
| 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 | $6,327,000 | 48 |
| Number of Managed Accounts | $5,855,000 | 38 |
| Personal Trust and Agency Accounts | $2,663,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $193,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $1,302,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,528,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 68 |
| 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 | $1,284,000 | 38 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $472,000 | 91 |
| Personal Trust and Agency Accounts | $152,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $140,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $67,000 | 97 |
| Corporate Trust and Agency Accounts | $3,000 | 97 |
| Number of investment management and advisory agency accounts, non-managed assets | $106,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $488,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 170 |
| 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 | $6,194,000 | 47 |
| Number of Managed Accounts | $5,718,000 | 38 |
| Personal Trust and Agency Accounts | $2,583,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $193,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,278,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $1,497,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 66 |
| 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 | $1,261,000 | 39 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $476,000 | 88 |
| Personal Trust and Agency Accounts | $156,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $140,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $66,000 | 98 |
| Corporate Trust and Agency Accounts | $3,000 | 100 |
| Number of investment management and advisory agency accounts, non-managed assets | $96,000 | 25 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $492,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 170 |
| 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 | $5,943,000 | 50 |
| Number of Managed Accounts | $5,537,000 | 39 |
| Personal Trust and Agency Accounts | $2,515,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $184,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $1,230,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $1,439,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | $97,000 | 67 |
| 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 | $1,223,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $406,000 | 101 |
| Personal Trust and Agency Accounts | $138,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $141,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 99 |
| Corporate Trust and Agency Accounts | $3,000 | 99 |
| Number of investment management and advisory agency accounts, non-managed assets | $41,000 | 46 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $523,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 168 |
| 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 | $5,771,000 | 53 |
| Number of Managed Accounts | $5,340,000 | 41 |
| Personal Trust and Agency Accounts | $2,435,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $187,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $1,197,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $1,365,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $84,000 | 75 |
| 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 | $1,183,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,203,000 | 15 |
| Number of Non-Managed Accounts | $431,000 | 105 |
| Personal Trust and Agency Accounts | $162,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $141,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $69,000 | 145 |
| Corporate Trust and Agency Accounts | $3,000 | 161 |
| Number of investment management and advisory agency accounts, non-managed assets | $41,000 | 51 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $489,000 | 70 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 261 |
| 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 | $5,600,000 | 56 |
| Number of Managed Accounts | $5,161,000 | 42 |
| Personal Trust and Agency Accounts | $2,359,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,153,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,316,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $87,000 | 71 |
| 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 | $1,139,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $439,000 | 93 |
| Personal Trust and Agency Accounts | $168,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 94 |
| Corporate Trust and Agency Accounts | $2,000 | 105 |
| Number of investment management and advisory agency accounts, non-managed assets | $39,000 | 46 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $500,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 159 |
| 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 | $5,449,000 | 55 |
| Number of Managed Accounts | $4,996,000 | 42 |
| Personal Trust and Agency Accounts | $2,295,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $175,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $66,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,110,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,262,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 72 |
| 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 | $1,096,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $453,000 | 91 |
| Personal Trust and Agency Accounts | $174,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $146,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 94 |
| Corporate Trust and Agency Accounts | $2,000 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $41,000 | 44 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 113 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $506,000 | 63 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $44,000 | 158 |
| 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 | $7,806,000 | 44 |
| Number of Managed Accounts | $4,846,000 | 43 |
| Personal Trust and Agency Accounts | $2,258,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $174,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $64,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,057,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $1,206,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $87,000 | 72 |
| 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 | $1,047,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,960,000 | 33 |
| Personal Trust and Agency Accounts | $148,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,644,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $93,000 | 82 |
| Corporate Trust and Agency Accounts | $2,000 | 110 |
| Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 46 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 111 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $505,000 | 66 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 154 |
| 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 | $7,686,000 | 45 |
| Number of Managed Accounts | $4,731,000 | 43 |
| Personal Trust and Agency Accounts | $2,214,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $172,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,002,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $1,193,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $83,000 | 74 |
| 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 | $991,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,539,000 | 14 |
| Number of Non-Managed Accounts | $2,955,000 | 35 |
| Personal Trust and Agency Accounts | $158,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,628,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $94,000 | 121 |
| Corporate Trust and Agency Accounts | $2,000 | 191 |
| Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 128 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $527,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 253 |
| 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 | $7,747,000 | 43 |
| Number of Managed Accounts | $4,687,000 | 44 |
| Personal Trust and Agency Accounts | $2,218,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $179,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $973,000 | 45 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,160,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $84,000 | 72 |
| 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 | $957,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,060,000 | 33 |
| Personal Trust and Agency Accounts | $155,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,734,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $94,000 | 85 |
| Corporate Trust and Agency Accounts | $2,000 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $38,000 | 45 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 110 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $609,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $44,000 | 160 |
| 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 | $7,514,000 | 43 |
| Number of Managed Accounts | $4,556,000 | 47 |
| Personal Trust and Agency Accounts | $2,164,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $173,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $929,000 | 49 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,141,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $79,000 | 73 |
| 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 | $913,000 | 48 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,958,000 | 34 |
| Personal Trust and Agency Accounts | $145,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,642,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $92,000 | 85 |
| Corporate Trust and Agency Accounts | $2,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 47 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 114 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $603,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 161 |
| 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 | $7,496,000 | 42 |
| Number of Managed Accounts | $4,558,000 | 47 |
| Personal Trust and Agency Accounts | $2,157,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $921,000 | 49 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,147,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $80,000 | 74 |
| 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 | $895,000 | 49 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,938,000 | 35 |
| Personal Trust and Agency Accounts | $139,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,648,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $81,000 | 93 |
| Corporate Trust and Agency Accounts | $2,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $601,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 157 |
| 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 | $7,367,000 | 42 |
| Number of Managed Accounts | $4,473,000 | 47 |
| Personal Trust and Agency Accounts | $2,153,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $173,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $873,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $1,128,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 76 |
| Other Fiduciary Accounts | $1,000 | 191 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $862,000 | 48 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,130,000 | 17 |
| Number of Non-Managed Accounts | $2,894,000 | 37 |
| Personal Trust and Agency Accounts | $127,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,616,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $91,000 | 126 |
| Corporate Trust and Agency Accounts | $2,000 | 196 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 92 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $607,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $44,000 | 273 |
| 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 | $7,327,000 | 42 |
| Number of Managed Accounts | $4,415,000 | 45 |
| Personal Trust and Agency Accounts | $2,131,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $173,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $849,000 | 54 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,122,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 80 |
| 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 | $837,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,912,000 | 35 |
| Personal Trust and Agency Accounts | $105,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,653,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $95,000 | 87 |
| Corporate Trust and Agency Accounts | $2,000 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 71 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $598,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $45,000 | 160 |
| 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 | $7,297,000 | 43 |
| Number of Managed Accounts | $4,402,000 | 45 |
| Personal Trust and Agency Accounts | $2,112,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $169,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $836,000 | 56 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $1,143,000 | 52 |
| Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 79 |
| 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 | $810,000 | 51 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,895,000 | 34 |
| Personal Trust and Agency Accounts | $118,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,677,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $67,000 | 99 |
| Corporate Trust and Agency Accounts | $1,000 | 127 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 121 |
| Other Fiduciary Accounts | $1,000 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $605,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 154 |
| 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 | $7,261,000 | 44 |
| Number of Managed Accounts | $4,356,000 | 45 |
| Personal Trust and Agency Accounts | $2,123,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $807,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $1,102,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $75,000 | 74 |
| 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 | $807,000 | 50 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,905,000 | 36 |
| Personal Trust and Agency Accounts | $104,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,669,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 101 |
| Corporate Trust and Agency Accounts | $1,000 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 55 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 88 |
| Other Fiduciary Accounts | $1,000 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $598,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $51,000 | 156 |
| 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 | $8,062,000 | 42 |
| Number of Managed Accounts | $4,329,000 | 43 |
| Personal Trust and Agency Accounts | $2,072,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $821,000 | 54 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $1,123,000 | 53 |
| Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 73 |
| 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 | $821,000 | 48 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,911,000 | 16 |
| Number of Non-Managed Accounts | $3,733,000 | 32 |
| Personal Trust and Agency Accounts | $112,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,464,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $96,000 | 138 |
| Corporate Trust and Agency Accounts | $2,000 | 203 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 108 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 97 |
| Other Fiduciary Accounts | $1,000 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $597,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $49,000 | 268 |
| 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 | $6,767,000 | 43 |
| Number of Managed Accounts | $4,260,000 | 43 |
| Personal Trust and Agency Accounts | $2,057,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $171,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $801,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,088,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 72 |
| 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 | $789,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,507,000 | 38 |
| Personal Trust and Agency Accounts | $110,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,154,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $186,000 | 54 |
| Corporate Trust and Agency Accounts | $2,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 64 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 91 |
| Other Fiduciary Accounts | $1,000 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $593,000 | 62 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $53,000 | 150 |
| 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 | $6,738,000 | 42 |
| Number of Managed Accounts | $4,203,000 | 42 |
| Personal Trust and Agency Accounts | $2,086,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $165,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $786,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,079,000 | 55 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 176 |
| 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 | $768,000 | 49 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,535,000 | 38 |
| Personal Trust and Agency Accounts | $113,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,199,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $191,000 | 56 |
| Corporate Trust and Agency Accounts | $2,000 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $1,000 | 91 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $593,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $55,000 | 149 |
| 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 | $6,573,000 | 44 |
| Number of Managed Accounts | $3,987,000 | 47 |
| Personal Trust and Agency Accounts | $2,010,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $158,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $738,000 | 56 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $995,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 173 |
| 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 | $738,000 | 51 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,586,000 | 40 |
| Personal Trust and Agency Accounts | $102,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,262,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $192,000 | 57 |
| Corporate Trust and Agency Accounts | $1,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $1,000 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $603,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 149 |
| 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 | $6,491,000 | 44 |
| Number of Managed Accounts | $3,851,000 | 48 |
| Personal Trust and Agency Accounts | $1,950,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $157,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $64,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $691,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $970,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 194 |
| 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 | $687,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,450,000 | 20 |
| Number of Non-Managed Accounts | $2,640,000 | 40 |
| Personal Trust and Agency Accounts | $101,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,312,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $196,000 | 81 |
| Corporate Trust and Agency Accounts | $1,000 | 237 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 323 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
| Other Fiduciary Accounts | $1,000 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $605,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $58,000 | 256 |
| 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 | $6,389,000 | 45 |
| Number of Managed Accounts | $3,759,000 | 48 |
| Personal Trust and Agency Accounts | $1,934,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $155,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $65,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $658,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $927,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $20,000 | 165 |
| 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 | $652,000 | 53 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,630,000 | 40 |
| Personal Trust and Agency Accounts | $89,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,307,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $202,000 | 54 |
| Corporate Trust and Agency Accounts | $1,000 | 120 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 178 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $1,000 | 89 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $604,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $62,000 | 139 |
| 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 | $6,367,000 | 45 |
| Number of Managed Accounts | $3,698,000 | 48 |
| Personal Trust and Agency Accounts | $1,915,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $145,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $641,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $911,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 155 |
| Other Fiduciary Accounts | $1,000 | 103 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $635,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,669,000 | 42 |
| Personal Trust and Agency Accounts | $89,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,340,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $206,000 | 53 |
| Corporate Trust and Agency Accounts | $2,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 176 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $577,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $65,000 | 145 |
| 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 | $6,328,000 | 45 |
| Number of Managed Accounts | $3,624,000 | 46 |
| Personal Trust and Agency Accounts | $1,892,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $620,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $885,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $24,000 | 152 |
| 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 | $620,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,704,000 | 41 |
| Personal Trust and Agency Accounts | $79,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,380,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $207,000 | 54 |
| Corporate Trust and Agency Accounts | $5,000 | 99 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $593,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $65,000 | 147 |
| 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 | $6,266,000 | 47 |
| Number of Managed Accounts | $3,522,000 | 46 |
| Personal Trust and Agency Accounts | $1,793,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $604,000 | 60 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $899,000 | 57 |
| Number of foundation and endowment trust and agency accounts, managed assets | $24,000 | 166 |
| 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 | $604,000 | 53 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,020,000 | 25 |
| Number of Non-Managed Accounts | $2,744,000 | 41 |
| Personal Trust and Agency Accounts | $79,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,420,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $209,000 | 78 |
| Corporate Trust and Agency Accounts | $1,000 | 241 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $595,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 240 |
| 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 | $6,240,000 | 43 |
| Number of Managed Accounts | $3,496,000 | 46 |
| Personal Trust and Agency Accounts | $1,769,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $574,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $925,000 | 56 |
| Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 145 |
| 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 | $574,000 | 53 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,744,000 | 36 |
| Personal Trust and Agency Accounts | $63,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,440,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $207,000 | 49 |
| Corporate Trust and Agency Accounts | $1,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $590,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $67,000 | 138 |
| 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 | $6,201,000 | 45 |
| Number of Managed Accounts | $3,429,000 | 46 |
| Personal Trust and Agency Accounts | $1,793,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $552,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $863,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $28,000 | 137 |
| 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 | $552,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,772,000 | 37 |
| Personal Trust and Agency Accounts | $58,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,470,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $208,000 | 51 |
| Corporate Trust and Agency Accounts | $5,000 | 98 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $582,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $66,000 | 142 |
| 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 | $6,191,000 | 46 |
| Number of Managed Accounts | $3,376,000 | 49 |
| Personal Trust and Agency Accounts | $1,800,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $128,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $541,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $816,000 | 59 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 127 |
| 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 | $534,000 | 52 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,815,000 | 37 |
| Personal Trust and Agency Accounts | $57,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,511,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $204,000 | 50 |
| Corporate Trust and Agency Accounts | $6,000 | 95 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 105 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $581,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $64,000 | 141 |
| 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 | $6,154,000 | 46 |
| Number of Managed Accounts | $3,336,000 | 49 |
| Personal Trust and Agency Accounts | $1,763,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $127,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $537,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $821,000 | 58 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 131 |
| 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 | $535,000 | 54 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,795,000 | 26 |
| Number of Non-Managed Accounts | $2,818,000 | 39 |
| Personal Trust and Agency Accounts | $57,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,524,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $199,000 | 78 |
| Corporate Trust and Agency Accounts | $5,000 | 174 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $585,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 262 |
| 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 | $6,107,000 | 50 |
| Number of Managed Accounts | $3,252,000 | 53 |
| Personal Trust and Agency Accounts | $1,724,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $128,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $515,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $797,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 121 |
| 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 | $515,000 | 55 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,855,000 | 38 |
| Personal Trust and Agency Accounts | $55,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,552,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $208,000 | 47 |
| Corporate Trust and Agency Accounts | $4,000 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 144 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $600,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 141 |
| 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 | $6,045,000 | 50 |
| Number of Managed Accounts | $3,173,000 | 53 |
| Personal Trust and Agency Accounts | $1,687,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $497,000 | 64 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $771,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 119 |
| 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 | $497,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,872,000 | 39 |
| Personal Trust and Agency Accounts | $57,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,563,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $209,000 | 51 |
| Corporate Trust and Agency Accounts | $5,000 | 103 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 142 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $607,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $70,000 | 129 |
| 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 | $5,965,000 | 49 |
| Number of Managed Accounts | $3,048,000 | 55 |
| Personal Trust and Agency Accounts | $1,629,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $129,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $467,000 | 65 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $736,000 | 64 |
| Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 121 |
| 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 | $467,000 | 56 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,917,000 | 40 |
| Personal Trust and Agency Accounts | $55,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,609,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $213,000 | 51 |
| Corporate Trust and Agency Accounts | $5,000 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $613,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $70,000 | 128 |
| 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 | $5,932,000 | 51 |
| Number of Managed Accounts | $2,985,000 | 54 |
| Personal Trust and Agency Accounts | $1,616,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $442,000 | 70 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $721,000 | 65 |
| Number of foundation and endowment trust and agency accounts, managed assets | $30,000 | 136 |
| 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 | $440,000 | 60 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,318,000 | 29 |
| Number of Non-Managed Accounts | $2,947,000 | 42 |
| Personal Trust and Agency Accounts | $51,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,641,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $215,000 | 81 |
| Corporate Trust and Agency Accounts | $5,000 | 189 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $620,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $71,000 | 228 |
| 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 | $5,845,000 | 49 |
| Number of Managed Accounts | $2,871,000 | 55 |
| Personal Trust and Agency Accounts | $1,570,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $409,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $693,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $30,000 | 121 |
| 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 | $409,000 | 64 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,974,000 | 40 |
| Personal Trust and Agency Accounts | $53,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,664,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $220,000 | 52 |
| Corporate Trust and Agency Accounts | $3,000 | 127 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $626,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $67,000 | 128 |
| 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 | $5,887,000 | 49 |
| Number of Managed Accounts | $2,847,000 | 55 |
| Personal Trust and Agency Accounts | $1,558,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $403,000 | 75 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $689,000 | 62 |
| Number of foundation and endowment trust and agency accounts, managed assets | $30,000 | 117 |
| 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 | $401,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,040,000 | 42 |
| Personal Trust and Agency Accounts | $64,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,699,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $224,000 | 52 |
| Corporate Trust and Agency Accounts | $4,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 104 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $628,000 | 59 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $65,000 | 125 |
| 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 | $5,880,000 | 50 |
| Number of Managed Accounts | $2,829,000 | 54 |
| Personal Trust and Agency Accounts | $1,550,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $114,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $392,000 | 77 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $686,000 | 60 |
| Number of foundation and endowment trust and agency accounts, managed assets | $30,000 | 117 |
| 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 | $386,000 | 65 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,051,000 | 42 |
| Personal Trust and Agency Accounts | $64,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,708,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $223,000 | 50 |
| Corporate Trust and Agency Accounts | $3,000 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 93 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $2,000 | 96 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $642,000 | 60 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $64,000 | 123 |
| 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 | $5,884,000 | 54 |
| Number of Managed Accounts | $2,757,000 | 60 |
| Personal Trust and Agency Accounts | $1,516,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $109,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $378,000 | 81 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $673,000 | 63 |
| Number of foundation and endowment trust and agency accounts, managed assets | $30,000 | 119 |
| 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 | $368,000 | 74 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,030,000 | 30 |
| Number of Non-Managed Accounts | $3,127,000 | 44 |
| Personal Trust and Agency Accounts | $61,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,789,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $226,000 | 79 |
| Corporate Trust and Agency Accounts | $4,000 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 279 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 139 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $636,000 | 65 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $69,000 | 233 |
| 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 | $5,768,000 | 53 |
| Number of Managed Accounts | $2,779,000 | 60 |
| Personal Trust and Agency Accounts | $1,471,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $109,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $357,000 | 83 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $790,000 | 66 |
| 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 | $2,989,000 | 43 |
| Personal Trust and Agency Accounts | $85,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,599,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $255,000 | 49 |
| Corporate Trust and Agency Accounts | $4,000 | 128 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $592,000 | 64 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,783,000 | 54 |
| Number of Managed Accounts | $2,778,000 | 64 |
| Personal Trust and Agency Accounts | $1,500,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $366,000 | 84 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $757,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,005,000 | 43 |
| Personal Trust and Agency Accounts | $61,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,622,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $45,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $273,000 | 48 |
| Corporate Trust and Agency Accounts | $4,000 | 128 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $636,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,036,000 | 51 |
| Number of Managed Accounts | $2,744,000 | 63 |
| Personal Trust and Agency Accounts | $1,484,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $100,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $355,000 | 85 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $764,000 | 66 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,292,000 | 40 |
| Personal Trust and Agency Accounts | $169,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,668,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $408,000 | 37 |
| Corporate Trust and Agency Accounts | $6,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $553,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,079,000 | 53 |
| Number of Managed Accounts | $2,682,000 | 66 |
| Personal Trust and Agency Accounts | $1,461,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $97,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $337,000 | 99 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $749,000 | 68 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,397,000 | 43 |
| Personal Trust and Agency Accounts | $170,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,674,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $503,000 | 41 |
| Corporate Trust and Agency Accounts | $6,000 | 197 |
| 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 | $568,000 | 77 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,995,000 | 51 |
| Number of Managed Accounts | $2,620,000 | 68 |
| Personal Trust and Agency Accounts | $1,439,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $318,000 | 96 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $733,000 | 69 |
| 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 | $3,375,000 | 40 |
| Personal Trust and Agency Accounts | $186,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,627,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $512,000 | 33 |
| Corporate Trust and Agency Accounts | $6,000 | 127 |
| 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 | $555,000 | 71 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,912,000 | 53 |
| Number of Managed Accounts | $2,550,000 | 71 |
| Personal Trust and Agency Accounts | $1,409,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $304,000 | 99 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $711,000 | 74 |
| 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 | $3,362,000 | 41 |
| Personal Trust and Agency Accounts | $160,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,627,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $525,000 | 34 |
| Corporate Trust and Agency Accounts | $6,000 | 129 |
| 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 | $574,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,841,000 | 51 |
| Number of Managed Accounts | $2,461,000 | 73 |
| Personal Trust and Agency Accounts | $1,353,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 36 |
| Number of other employee benefit and retirement-related accounts | $282,000 | 104 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $699,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,380,000 | 39 |
| Personal Trust and Agency Accounts | $162,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,629,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $542,000 | 32 |
| Corporate Trust and Agency Accounts | $6,000 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $578,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,656,000 | 56 |
| Number of Managed Accounts | $2,343,000 | 73 |
| Personal Trust and Agency Accounts | $1,296,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $262,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $671,000 | 74 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,313,000 | 42 |
| Personal Trust and Agency Accounts | $161,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,564,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $541,000 | 44 |
| Corporate Trust and Agency Accounts | $4,000 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $581,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,633,000 | 54 |
| Number of Managed Accounts | $2,290,000 | 72 |
| Personal Trust and Agency Accounts | $1,279,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $255,000 | 110 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $643,000 | 73 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,343,000 | 38 |
| Personal Trust and Agency Accounts | $166,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,568,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $553,000 | 32 |
| Corporate Trust and Agency Accounts | $4,000 | 141 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $561,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,601,000 | 54 |
| Number of Managed Accounts | $2,202,000 | 74 |
| Personal Trust and Agency Accounts | $1,245,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $248,000 | 112 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $600,000 | 74 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,399,000 | 39 |
| Personal Trust and Agency Accounts | $168,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,601,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $568,000 | 30 |
| Corporate Trust and Agency Accounts | $4,000 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $561,000 | 74 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,612,000 | 52 |
| Number of Managed Accounts | $2,154,000 | 75 |
| Personal Trust and Agency Accounts | $1,237,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $236,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $578,000 | 77 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,458,000 | 40 |
| Personal Trust and Agency Accounts | $170,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,635,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $577,000 | 30 |
| Corporate Trust and Agency Accounts | $4,000 | 141 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $569,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,666,000 | 54 |
| Number of Managed Accounts | $2,091,000 | 76 |
| Personal Trust and Agency Accounts | $1,245,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $76,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $219,000 | 130 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $526,000 | 85 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,575,000 | 44 |
| Personal Trust and Agency Accounts | $173,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,686,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $586,000 | 41 |
| Corporate Trust and Agency Accounts | $4,000 | 234 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $577,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,627,000 | 55 |
| Number of Managed Accounts | $2,104,000 | 82 |
| Personal Trust and Agency Accounts | $1,277,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $225,000 | 118 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $502,000 | 90 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,523,000 | 42 |
| Personal Trust and Agency Accounts | $182,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,611,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $133,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $593,000 | 30 |
| Corporate Trust and Agency Accounts | $4,000 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $577,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,675,000 | 55 |
| Number of Managed Accounts | $2,072,000 | 89 |
| Personal Trust and Agency Accounts | $1,123,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $225,000 | 118 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $627,000 | 77 |
| 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 | $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 | $3,603,000 | 41 |
| Personal Trust and Agency Accounts | $178,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,685,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $131,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $605,000 | 30 |
| Corporate Trust and Agency Accounts | $4,000 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $568,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,531,000 | 55 |
| Number of Managed Accounts | $2,016,000 | 91 |
| Personal Trust and Agency Accounts | $1,109,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 84 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $223,000 | 112 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $585,000 | 80 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,515,000 | 41 |
| Personal Trust and Agency Accounts | $190,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,574,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $132,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $615,000 | 30 |
| Corporate Trust and Agency Accounts | $4,000 | 151 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $576,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,461,000 | 62 |
| Number of Managed Accounts | $1,955,000 | 93 |
| Personal Trust and Agency Accounts | $1,110,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $65,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $18,000 | 72 |
| Number of other employee benefit and retirement-related accounts | $161,000 | 170 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $601,000 | 75 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $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 | $3,506,000 | 46 |
| Personal Trust and Agency Accounts | $194,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,572,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $132,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $605,000 | 39 |
| Corporate Trust and Agency Accounts | $3,000 | 288 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $581,000 | 73 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,519,000 | 55 |
| Number of Managed Accounts | $1,968,000 | 88 |
| Personal Trust and Agency Accounts | $1,151,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $189,000 | 127 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $535,000 | 80 |
| 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 | $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 | $3,551,000 | 42 |
| Personal Trust and Agency Accounts | $202,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,603,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $612,000 | 28 |
| Corporate Trust and Agency Accounts | $6,000 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $561,000 | 69 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,641,000 | 53 |
| Number of Managed Accounts | $2,051,000 | 82 |
| Personal Trust and Agency Accounts | $1,201,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 83 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $252,000 | 94 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $496,000 | 86 |
| 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 | $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 | $3,590,000 | 42 |
| Personal Trust and Agency Accounts | $207,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,628,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $122,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $627,000 | 29 |
| Corporate Trust and Agency Accounts | $6,000 | 148 |
| 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 | $563,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,611,000 | 56 |
| Number of Managed Accounts | $2,020,000 | 86 |
| Personal Trust and Agency Accounts | $1,195,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $270,000 | 87 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $449,000 | 93 |
| 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 | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,591,000 | 44 |
| Personal Trust and Agency Accounts | $196,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,633,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $121,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $635,000 | 27 |
| Corporate Trust and Agency Accounts | $6,000 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $554,000 | 73 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,672,000 | 64 |
| Number of Managed Accounts | $2,046,000 | 88 |
| Personal Trust and Agency Accounts | $1,212,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 88 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 67 |
| Number of other employee benefit and retirement-related accounts | $281,000 | 88 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $448,000 | 93 |
| 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 | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,626,000 | 48 |
| Personal Trust and Agency Accounts | $204,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,654,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $127,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $635,000 | 38 |
| Corporate Trust and Agency Accounts | $6,000 | 221 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 286 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $523,000 | 78 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,681,000 | 57 |
| Number of Managed Accounts | $2,035,000 | 86 |
| Personal Trust and Agency Accounts | $1,213,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 60 |
| Number of other employee benefit and retirement-related accounts | $286,000 | 83 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $432,000 | 90 |
| 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 | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,646,000 | 43 |
| Personal Trust and Agency Accounts | $204,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,655,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $653,000 | 29 |
| Corporate Trust and Agency Accounts | $6,000 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $516,000 | 79 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,696,000 | 58 |
| Number of Managed Accounts | $2,004,000 | 88 |
| Personal Trust and Agency Accounts | $1,219,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $78,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 61 |
| Number of other employee benefit and retirement-related accounts | $290,000 | 80 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $393,000 | 93 |
| 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 | $3,692,000 | 43 |
| Personal Trust and Agency Accounts | $209,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,672,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $679,000 | 28 |
| Corporate Trust and Agency Accounts | $6,000 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $528,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,639,000 | 60 |
| Number of Managed Accounts | $1,979,000 | 89 |
| Personal Trust and Agency Accounts | $1,186,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $83,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 64 |
| Number of other employee benefit and retirement-related accounts | $291,000 | 78 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $395,000 | 94 |
| 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 | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,660,000 | 43 |
| Personal Trust and Agency Accounts | $171,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,675,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $125,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $683,000 | 29 |
| Corporate Trust and Agency Accounts | $6,000 | 149 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $531,000 | 75 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,436,000 | 69 |
| Number of Managed Accounts | $1,916,000 | 98 |
| Personal Trust and Agency Accounts | $1,154,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 91 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $281,000 | 83 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $376,000 | 100 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,520,000 | 46 |
| Personal Trust and Agency Accounts | $176,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,539,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $671,000 | 43 |
| Corporate Trust and Agency Accounts | $6,000 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $518,000 | 84 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,530,000 | 64 |
| Number of Managed Accounts | $1,894,000 | 97 |
| Personal Trust and Agency Accounts | $1,129,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 70 |
| Number of other employee benefit and retirement-related accounts | $287,000 | 74 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $374,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,636,000 | 45 |
| Personal Trust and Agency Accounts | $167,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,576,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $759,000 | 31 |
| Corporate Trust and Agency Accounts | $6,000 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 152 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $588,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,470,000 | 68 |
| Number of Managed Accounts | $1,876,000 | 95 |
| Personal Trust and Agency Accounts | $1,122,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $77,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $295,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $361,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,594,000 | 49 |
| Personal Trust and Agency Accounts | $159,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,529,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $771,000 | 31 |
| Corporate Trust and Agency Accounts | $6,000 | 153 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 161 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $548,000 | 76 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,499,000 | 70 |
| Number of Managed Accounts | $1,917,000 | 102 |
| Personal Trust and Agency Accounts | $1,135,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 76 |
| Number of other employee benefit and retirement-related accounts | $301,000 | 71 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $379,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,582,000 | 47 |
| Personal Trust and Agency Accounts | $129,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,536,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $133,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $778,000 | 34 |
| Corporate Trust and Agency Accounts | $6,000 | 154 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $598,000 | 72 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,586,000 | 73 |
| Number of Managed Accounts | $2,008,000 | 102 |
| Personal Trust and Agency Accounts | $1,172,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 80 |
| Number of other employee benefit and retirement-related accounts | $326,000 | 78 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $402,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,578,000 | 48 |
| Personal Trust and Agency Accounts | $140,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,512,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $130,000 | 38 |
| Number non-managed other employee benefit and retirement-related accounts | $790,000 | 40 |
| Corporate Trust and Agency Accounts | $6,000 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 305 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $582,000 | 82 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,120,000 | 60 |
| Number of Managed Accounts | $2,141,000 | 90 |
| Personal Trust and Agency Accounts | $1,241,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $140,000 | 98 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 86 |
| Number of other employee benefit and retirement-related accounts | $370,000 | 66 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $371,000 | 93 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 365 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,979,000 | 42 |
| Personal Trust and Agency Accounts | $131,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,991,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $748,000 | 41 |
| 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 | $641,000 | 67 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |