Home > Commerce Bank > Number of Fiduciary and Related Asset Accounts
Commerce 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 | $11,552,000 | 37 |
| Number of Managed Accounts | $11,481,000 | 22 |
| Personal Trust and Agency Accounts | $2,635,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $112,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $2,791,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $5,384,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $479,000 | 17 |
| Other Fiduciary Accounts | $0 | 249 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,722,000 | 23 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,231,000 | 12 |
| Number of Non-Managed Accounts | $71,000 | 311 |
| Personal Trust and Agency Accounts | $44,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 218 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 88 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 608 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 200 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,344,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $90,000 | 175 |
| 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 | $11,542,000 | 37 |
| Number of Managed Accounts | $11,471,000 | 22 |
| Personal Trust and Agency Accounts | $2,669,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $114,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $2,758,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $5,370,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $481,000 | 18 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,689,000 | 23 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $71,000 | 222 |
| Personal Trust and Agency Accounts | $47,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 81 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 298 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 143 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 70 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,332,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 129 |
| 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 | $15,546,000 | 32 |
| Number of Managed Accounts | $15,474,000 | 19 |
| Personal Trust and Agency Accounts | $2,703,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $2,765,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $9,335,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $472,000 | 17 |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,695,000 | 23 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $72,000 | 246 |
| Personal Trust and Agency Accounts | $47,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 196 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 88 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 382 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 153 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 76 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,340,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $90,000 | 139 |
| 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 | $15,695,000 | 35 |
| Number of Managed Accounts | $15,622,000 | 20 |
| Personal Trust and Agency Accounts | $2,721,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $2,813,000 | 23 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $9,437,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $448,000 | 18 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,743,000 | 23 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $73,000 | 222 |
| Personal Trust and Agency Accounts | $48,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 178 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 297 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 96 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 69 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,324,000 | 52 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $89,000 | 92 |
| 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 | $15,627,000 | 36 |
| Number of Managed Accounts | $15,554,000 | 20 |
| Personal Trust and Agency Accounts | $2,743,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $2,737,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $9,433,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $440,000 | 20 |
| Other Fiduciary Accounts | $0 | 220 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,668,000 | 24 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,575,000 | 10 |
| Number of Non-Managed Accounts | $73,000 | 308 |
| Personal Trust and Agency Accounts | $49,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 590 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 150 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 79 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,336,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $88,000 | 149 |
| 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 | $15,582,000 | 36 |
| Number of Managed Accounts | $15,513,000 | 20 |
| Personal Trust and Agency Accounts | $2,743,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $2,685,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $9,448,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $434,000 | 20 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,616,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $69,000 | 232 |
| Personal Trust and Agency Accounts | $46,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 51 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 103 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 87 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,329,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $86,000 | 96 |
| 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 | $15,454,000 | 33 |
| Number of Managed Accounts | $15,384,000 | 20 |
| Personal Trust and Agency Accounts | $2,717,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $128,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $2,650,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $9,386,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $427,000 | 17 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,581,000 | 24 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $70,000 | 224 |
| Personal Trust and Agency Accounts | $47,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 206 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 346 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 116 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 82 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,334,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $88,000 | 99 |
| 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 | $15,416,000 | 33 |
| Number of Managed Accounts | $15,342,000 | 20 |
| Personal Trust and Agency Accounts | $2,740,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $131,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $2,582,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $9,352,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $461,000 | 16 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,512,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $74,000 | 199 |
| Personal Trust and Agency Accounts | $47,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 186 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 295 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 79 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 75 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,297,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $89,000 | 91 |
| 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 | $15,152,000 | 32 |
| Number of Managed Accounts | $15,078,000 | 20 |
| Personal Trust and Agency Accounts | $2,732,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $2,491,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $9,196,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $448,000 | 17 |
| Other Fiduciary Accounts | $0 | 222 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,422,000 | 24 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,698,000 | 8 |
| Number of Non-Managed Accounts | $74,000 | 288 |
| Personal Trust and Agency Accounts | $45,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 237 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 595 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 109 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 71 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,316,000 | 52 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $90,000 | 141 |
| 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 | $14,856,000 | 32 |
| Number of Managed Accounts | $14,782,000 | 20 |
| Personal Trust and Agency Accounts | $2,731,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $2,439,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $8,946,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $451,000 | 16 |
| Other Fiduciary Accounts | $0 | 97 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,371,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $74,000 | 205 |
| Personal Trust and Agency Accounts | $45,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 190 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 284 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 82 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 61 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,324,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $85,000 | 93 |
| 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 | $14,632,000 | 33 |
| Number of Managed Accounts | $14,548,000 | 20 |
| Personal Trust and Agency Accounts | $2,751,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $139,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $2,399,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $8,732,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $451,000 | 16 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,331,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $84,000 | 207 |
| Personal Trust and Agency Accounts | $41,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 217 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 334 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 84 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 68 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,310,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 102 |
| 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 | $14,285,000 | 33 |
| Number of Managed Accounts | $14,199,000 | 20 |
| Personal Trust and Agency Accounts | $2,742,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $2,321,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $8,475,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $449,000 | 16 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,255,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $86,000 | 194 |
| Personal Trust and Agency Accounts | $43,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 290 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 77 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 63 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,338,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $89,000 | 92 |
| 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 | $14,093,000 | 34 |
| Number of Managed Accounts | $14,005,000 | 20 |
| Personal Trust and Agency Accounts | $2,768,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $2,264,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $8,310,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $450,000 | 16 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,198,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,467,000 | 11 |
| Number of Non-Managed Accounts | $88,000 | 269 |
| Personal Trust and Agency Accounts | $45,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 604 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 109 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 88 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,341,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 139 |
| 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 | $14,001,000 | 34 |
| Number of Managed Accounts | $13,915,000 | 20 |
| Personal Trust and Agency Accounts | $2,769,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $2,289,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $8,197,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $451,000 | 16 |
| Other Fiduciary Accounts | $0 | 101 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,223,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $86,000 | 195 |
| Personal Trust and Agency Accounts | $43,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 195 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 293 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 78 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 78 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,339,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 86 |
| 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 | $13,766,000 | 34 |
| Number of Managed Accounts | $13,680,000 | 20 |
| Personal Trust and Agency Accounts | $2,752,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $2,188,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $8,094,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $437,000 | 16 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,121,000 | 25 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $86,000 | 212 |
| Personal Trust and Agency Accounts | $42,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 310 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 87 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 79 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,321,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 101 |
| 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 | $13,665,000 | 34 |
| Number of Managed Accounts | $13,572,000 | 21 |
| Personal Trust and Agency Accounts | $2,771,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $2,148,000 | 27 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $7,996,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $447,000 | 16 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,081,000 | 26 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $93,000 | 195 |
| Personal Trust and Agency Accounts | $42,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 281 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 73 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 76 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,296,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $96,000 | 95 |
| 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 | $14,836,000 | 34 |
| Number of Managed Accounts | $13,538,000 | 20 |
| Personal Trust and Agency Accounts | $2,836,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $2,100,000 | 28 |
| Corporate Trust and Agency Accounts | $1,000 | 113 |
| Number of managed investment management and investment advisory agency accounts | $7,952,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $436,000 | 17 |
| Other Fiduciary Accounts | $0 | 226 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,033,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,333,000 | 11 |
| Number of Non-Managed Accounts | $1,298,000 | 52 |
| Personal Trust and Agency Accounts | $42,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 253 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 572 |
| Corporate Trust and Agency Accounts | $1,208,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 95 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,313,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $99,000 | 139 |
| 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 | $14,499,000 | 35 |
| Number of Managed Accounts | $13,229,000 | 22 |
| Personal Trust and Agency Accounts | $2,809,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $141,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $2,023,000 | 29 |
| Corporate Trust and Agency Accounts | $1,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $7,756,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $429,000 | 18 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,956,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,270,000 | 51 |
| Personal Trust and Agency Accounts | $41,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 196 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 286 |
| Corporate Trust and Agency Accounts | $1,180,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 70 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 82 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,239,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 92 |
| 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 | $14,387,000 | 35 |
| Number of Managed Accounts | $13,140,000 | 23 |
| Personal Trust and Agency Accounts | $2,848,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $144,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $1,987,000 | 29 |
| Corporate Trust and Agency Accounts | $1,000 | 64 |
| Number of managed investment management and investment advisory agency accounts | $7,654,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $433,000 | 18 |
| Other Fiduciary Accounts | $1,000 | 104 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,921,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,247,000 | 54 |
| Personal Trust and Agency Accounts | $41,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 209 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 311 |
| Corporate Trust and Agency Accounts | $1,153,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 74 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 88 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,241,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $103,000 | 94 |
| 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 | $14,288,000 | 34 |
| Number of Managed Accounts | $12,966,000 | 23 |
| Personal Trust and Agency Accounts | $2,821,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $155,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $1,972,000 | 29 |
| Corporate Trust and Agency Accounts | $1,000 | 63 |
| Number of managed investment management and investment advisory agency accounts | $7,531,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $412,000 | 18 |
| Other Fiduciary Accounts | $1,000 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,905,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,322,000 | 52 |
| Personal Trust and Agency Accounts | $42,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 313 |
| Corporate Trust and Agency Accounts | $1,226,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 73 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 90 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,224,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $101,000 | 97 |
| 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 | $14,198,000 | 34 |
| Number of Managed Accounts | $12,863,000 | 24 |
| Personal Trust and Agency Accounts | $2,847,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $157,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,903,000 | 29 |
| Corporate Trust and Agency Accounts | $1,000 | 114 |
| Number of managed investment management and investment advisory agency accounts | $7,468,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $411,000 | 19 |
| Other Fiduciary Accounts | $1,000 | 173 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,838,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,103,000 | 10 |
| Number of Non-Managed Accounts | $1,335,000 | 54 |
| Personal Trust and Agency Accounts | $41,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 586 |
| Corporate Trust and Agency Accounts | $1,242,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 95 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 129 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,210,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $101,000 | 136 |
| 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 | $14,130,000 | 34 |
| Number of Managed Accounts | $12,776,000 | 24 |
| Personal Trust and Agency Accounts | $2,880,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $163,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $1,860,000 | 30 |
| Corporate Trust and Agency Accounts | $2,000 | 55 |
| Number of managed investment management and investment advisory agency accounts | $7,385,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $411,000 | 20 |
| Other Fiduciary Accounts | $1,000 | 107 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,795,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,354,000 | 50 |
| Personal Trust and Agency Accounts | $41,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 203 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 310 |
| Corporate Trust and Agency Accounts | $1,263,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 105 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,203,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $101,000 | 96 |
| 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 | $14,197,000 | 33 |
| Number of Managed Accounts | $12,723,000 | 25 |
| Personal Trust and Agency Accounts | $2,908,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $162,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $1,817,000 | 30 |
| Corporate Trust and Agency Accounts | $4,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $7,360,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $396,000 | 21 |
| Other Fiduciary Accounts | $1,000 | 103 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,750,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,474,000 | 49 |
| Personal Trust and Agency Accounts | $39,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 208 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 218 |
| Corporate Trust and Agency Accounts | $1,311,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 85 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 106 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,135,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 98 |
| 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 | $14,224,000 | 34 |
| Number of Managed Accounts | $12,646,000 | 25 |
| Personal Trust and Agency Accounts | $2,917,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $161,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $87,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $1,801,000 | 30 |
| Corporate Trust and Agency Accounts | $3,000 | 51 |
| Number of managed investment management and investment advisory agency accounts | $7,290,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $386,000 | 21 |
| Other Fiduciary Accounts | $1,000 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,739,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,578,000 | 51 |
| Personal Trust and Agency Accounts | $43,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $9,000 | 182 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 209 |
| Corporate Trust and Agency Accounts | $1,361,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 71 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 27 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,088,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 100 |
| 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 | $14,063,000 | 34 |
| Number of Managed Accounts | $12,464,000 | 25 |
| Personal Trust and Agency Accounts | $2,917,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $90,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $1,746,000 | 30 |
| Corporate Trust and Agency Accounts | $4,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $7,151,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $385,000 | 20 |
| Other Fiduciary Accounts | $1,000 | 185 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,685,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,026,000 | 11 |
| Number of Non-Managed Accounts | $1,599,000 | 54 |
| Personal Trust and Agency Accounts | $44,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 367 |
| Corporate Trust and Agency Accounts | $1,374,000 | 28 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 91 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 27 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,101,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $99,000 | 144 |
| 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 | $13,840,000 | 34 |
| Number of Managed Accounts | $12,260,000 | 25 |
| Personal Trust and Agency Accounts | $2,948,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $173,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $90,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $1,705,000 | 29 |
| Corporate Trust and Agency Accounts | $5,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $6,943,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $392,000 | 20 |
| Other Fiduciary Accounts | $4,000 | 75 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,644,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,580,000 | 50 |
| Personal Trust and Agency Accounts | $43,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 165 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 214 |
| Corporate Trust and Agency Accounts | $1,355,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 70 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 27 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,102,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 99 |
| 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 | $13,942,000 | 33 |
| Number of Managed Accounts | $12,269,000 | 24 |
| Personal Trust and Agency Accounts | $2,990,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $87,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $1,672,000 | 30 |
| Corporate Trust and Agency Accounts | $5,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $6,952,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $389,000 | 22 |
| Other Fiduciary Accounts | $4,000 | 77 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,611,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,673,000 | 49 |
| Personal Trust and Agency Accounts | $43,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 149 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 219 |
| Corporate Trust and Agency Accounts | $1,432,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 73 |
| Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 26 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,112,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $103,000 | 99 |
| 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 | $13,691,000 | 33 |
| Number of Managed Accounts | $11,966,000 | 26 |
| Personal Trust and Agency Accounts | $3,033,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $88,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $1,628,000 | 30 |
| Corporate Trust and Agency Accounts | $6,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $6,650,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $381,000 | 23 |
| Other Fiduciary Accounts | $4,000 | 79 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,565,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,725,000 | 49 |
| Personal Trust and Agency Accounts | $45,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 150 |
| Employee Benefit-defined Benefit Accounts | $125,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $13,000 | 220 |
| Corporate Trust and Agency Accounts | $1,486,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 74 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 27 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,104,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $92,000 | 107 |
| 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 | $13,602,000 | 33 |
| Number of Managed Accounts | $11,837,000 | 26 |
| Personal Trust and Agency Accounts | $3,069,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $1,593,000 | 31 |
| Corporate Trust and Agency Accounts | $6,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $6,525,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $379,000 | 23 |
| Other Fiduciary Accounts | $5,000 | 100 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,530,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,887,000 | 10 |
| Number of Non-Managed Accounts | $1,765,000 | 49 |
| Personal Trust and Agency Accounts | $48,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 394 |
| Corporate Trust and Agency Accounts | $1,518,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 86 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 30 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,102,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $90,000 | 164 |
| 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 | $13,319,000 | 33 |
| Number of Managed Accounts | $11,582,000 | 26 |
| Personal Trust and Agency Accounts | $3,072,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $98,000 | 39 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,559,000 | 30 |
| Corporate Trust and Agency Accounts | $6,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $6,392,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $366,000 | 25 |
| Other Fiduciary Accounts | $5,000 | 64 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,497,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,737,000 | 48 |
| Personal Trust and Agency Accounts | $48,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $113,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 222 |
| Corporate Trust and Agency Accounts | $1,479,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 70 |
| Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 29 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,176,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $85,000 | 111 |
| 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 | $13,306,000 | 33 |
| Number of Managed Accounts | $11,607,000 | 25 |
| Personal Trust and Agency Accounts | $3,103,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,582,000 | 29 |
| Corporate Trust and Agency Accounts | $6,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $6,374,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $364,000 | 25 |
| Other Fiduciary Accounts | $2,000 | 99 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,520,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,699,000 | 49 |
| Personal Trust and Agency Accounts | $48,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 228 |
| Corporate Trust and Agency Accounts | $1,433,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 83 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 31 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,158,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $93,000 | 110 |
| 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 | $13,165,000 | 33 |
| Number of Managed Accounts | $11,516,000 | 25 |
| Personal Trust and Agency Accounts | $3,119,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,527,000 | 30 |
| Corporate Trust and Agency Accounts | $7,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $6,304,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $367,000 | 25 |
| Other Fiduciary Accounts | $17,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,466,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,649,000 | 49 |
| Personal Trust and Agency Accounts | $44,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 225 |
| Corporate Trust and Agency Accounts | $1,390,000 | 27 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 82 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 32 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,147,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $90,000 | 108 |
| 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 | $12,875,000 | 32 |
| Number of Managed Accounts | $11,277,000 | 24 |
| Personal Trust and Agency Accounts | $3,125,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $87,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $1,473,000 | 29 |
| Corporate Trust and Agency Accounts | $7,000 | 62 |
| Number of managed investment management and investment advisory agency accounts | $6,112,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $365,000 | 25 |
| Other Fiduciary Accounts | $17,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,411,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,521,000 | 12 |
| Number of Non-Managed Accounts | $1,598,000 | 50 |
| Personal Trust and Agency Accounts | $49,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 406 |
| Corporate Trust and Agency Accounts | $1,332,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 105 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 28 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,111,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 177 |
| 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 | $12,953,000 | 31 |
| Number of Managed Accounts | $11,417,000 | 24 |
| Personal Trust and Agency Accounts | $3,120,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,451,000 | 28 |
| Corporate Trust and Agency Accounts | $7,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $6,290,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $357,000 | 24 |
| Other Fiduciary Accounts | $16,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,390,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,536,000 | 49 |
| Personal Trust and Agency Accounts | $47,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 216 |
| Corporate Trust and Agency Accounts | $1,272,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 79 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 28 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,115,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 118 |
| 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 | $12,527,000 | 31 |
| Number of Managed Accounts | $10,969,000 | 26 |
| Personal Trust and Agency Accounts | $3,105,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $83,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,406,000 | 29 |
| Corporate Trust and Agency Accounts | $7,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $5,908,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $356,000 | 24 |
| Other Fiduciary Accounts | $16,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,346,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,558,000 | 49 |
| Personal Trust and Agency Accounts | $44,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 221 |
| Corporate Trust and Agency Accounts | $1,300,000 | 26 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 80 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 29 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,114,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 116 |
| 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 | $12,370,000 | 31 |
| Number of Managed Accounts | $10,797,000 | 24 |
| Personal Trust and Agency Accounts | $3,112,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,389,000 | 29 |
| Corporate Trust and Agency Accounts | $7,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $5,754,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $350,000 | 23 |
| Other Fiduciary Accounts | $16,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,329,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,573,000 | 50 |
| Personal Trust and Agency Accounts | $44,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 228 |
| Corporate Trust and Agency Accounts | $1,316,000 | 25 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 79 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 29 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,215,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $83,000 | 118 |
| 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 | $12,218,000 | 32 |
| Number of Managed Accounts | $10,605,000 | 22 |
| Personal Trust and Agency Accounts | $3,110,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $1,336,000 | 30 |
| Corporate Trust and Agency Accounts | $7,000 | 61 |
| Number of managed investment management and investment advisory agency accounts | $5,616,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $349,000 | 23 |
| Other Fiduciary Accounts | $16,000 | 49 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,276,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,048,000 | 34 |
| Number of Non-Managed Accounts | $1,613,000 | 52 |
| Personal Trust and Agency Accounts | $45,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $123,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 434 |
| Corporate Trust and Agency Accounts | $1,342,000 | 24 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 100 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 30 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,213,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $79,000 | 192 |
| 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 | $11,948,000 | 33 |
| Number of Managed Accounts | $10,362,000 | 24 |
| Personal Trust and Agency Accounts | $3,092,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,279,000 | 29 |
| Corporate Trust and Agency Accounts | $7,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $5,451,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $351,000 | 22 |
| Other Fiduciary Accounts | $14,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,219,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,586,000 | 51 |
| Personal Trust and Agency Accounts | $46,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 220 |
| Corporate Trust and Agency Accounts | $1,313,000 | 24 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 83 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 30 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,219,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 122 |
| 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 | $11,815,000 | 33 |
| Number of Managed Accounts | $10,240,000 | 23 |
| Personal Trust and Agency Accounts | $3,139,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $1,254,000 | 28 |
| Corporate Trust and Agency Accounts | $7,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $5,313,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $348,000 | 22 |
| Other Fiduciary Accounts | $14,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,196,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,575,000 | 51 |
| Personal Trust and Agency Accounts | $44,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 217 |
| Corporate Trust and Agency Accounts | $1,307,000 | 24 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 86 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 30 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,219,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $80,000 | 121 |
| 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 | $11,651,000 | 34 |
| Number of Managed Accounts | $9,997,000 | 24 |
| Personal Trust and Agency Accounts | $3,137,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $1,243,000 | 28 |
| Corporate Trust and Agency Accounts | $7,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $5,086,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $347,000 | 22 |
| Other Fiduciary Accounts | $14,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,185,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,654,000 | 52 |
| Personal Trust and Agency Accounts | $44,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $15,000 | 221 |
| Corporate Trust and Agency Accounts | $1,372,000 | 23 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 73 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 28 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,216,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 126 |
| 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 | $11,668,000 | 33 |
| Number of Managed Accounts | $9,880,000 | 25 |
| Personal Trust and Agency Accounts | $3,185,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $78,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,197,000 | 27 |
| Corporate Trust and Agency Accounts | $7,000 | 73 |
| Number of managed investment management and investment advisory agency accounts | $4,965,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $343,000 | 22 |
| Other Fiduciary Accounts | $14,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,140,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,097,000 | 15 |
| Number of Non-Managed Accounts | $1,788,000 | 51 |
| Personal Trust and Agency Accounts | $44,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $135,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 462 |
| Corporate Trust and Agency Accounts | $1,502,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 94 |
| Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 29 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,193,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 203 |
| 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 | $11,534,000 | 34 |
| Number of Managed Accounts | $9,770,000 | 25 |
| Personal Trust and Agency Accounts | $3,199,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,170,000 | 27 |
| Corporate Trust and Agency Accounts | $7,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $4,871,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $345,000 | 21 |
| Other Fiduciary Accounts | $14,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,113,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,764,000 | 48 |
| Personal Trust and Agency Accounts | $44,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $12,000 | 227 |
| Corporate Trust and Agency Accounts | $1,475,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 69 |
| Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 28 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,183,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 129 |
| 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 | $10,052,000 | 34 |
| Number of Managed Accounts | $8,221,000 | 28 |
| Personal Trust and Agency Accounts | $3,235,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,143,000 | 26 |
| Corporate Trust and Agency Accounts | $8,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $3,330,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $326,000 | 22 |
| Other Fiduciary Accounts | $14,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,086,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,831,000 | 49 |
| Personal Trust and Agency Accounts | $45,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 237 |
| Corporate Trust and Agency Accounts | $1,539,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 73 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 28 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,193,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 136 |
| 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 | $9,955,000 | 34 |
| Number of Managed Accounts | $8,115,000 | 27 |
| Personal Trust and Agency Accounts | $3,237,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $1,122,000 | 26 |
| Corporate Trust and Agency Accounts | $8,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $3,256,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $317,000 | 22 |
| Other Fiduciary Accounts | $14,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,067,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,840,000 | 52 |
| Personal Trust and Agency Accounts | $45,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $141,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 237 |
| Corporate Trust and Agency Accounts | $1,553,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 74 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 27 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,180,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $73,000 | 139 |
| 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 | $9,972,000 | 34 |
| Number of Managed Accounts | $8,062,000 | 26 |
| Personal Trust and Agency Accounts | $3,239,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $1,105,000 | 28 |
| Corporate Trust and Agency Accounts | $8,000 | 68 |
| Number of managed investment management and investment advisory agency accounts | $3,219,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | $313,000 | 21 |
| Other Fiduciary Accounts | $15,000 | 47 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,050,000 | 27 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,833,000 | 16 |
| Number of Non-Managed Accounts | $1,910,000 | 54 |
| Personal Trust and Agency Accounts | $47,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $147,000 | 58 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 26 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 490 |
| Corporate Trust and Agency Accounts | $1,612,000 | 22 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 90 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 26 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,184,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 228 |
| 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 | $9,689,000 | 34 |
| Number of Managed Accounts | $7,853,000 | 25 |
| Personal Trust and Agency Accounts | $3,203,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,073,000 | 29 |
| Corporate Trust and Agency Accounts | $8,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $3,080,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $309,000 | 21 |
| Other Fiduciary Accounts | $13,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,018,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,836,000 | 49 |
| Personal Trust and Agency Accounts | $47,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 229 |
| Corporate Trust and Agency Accounts | $1,537,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 63 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 22 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,143,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 128 |
| 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 | $9,674,000 | 34 |
| Number of Managed Accounts | $7,793,000 | 25 |
| Personal Trust and Agency Accounts | $3,205,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $94,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,062,000 | 29 |
| Corporate Trust and Agency Accounts | $8,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $3,029,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $306,000 | 20 |
| Other Fiduciary Accounts | $13,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $1,004,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,881,000 | 51 |
| Personal Trust and Agency Accounts | $47,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $150,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 236 |
| Corporate Trust and Agency Accounts | $1,582,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 64 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 22 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,148,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $76,000 | 131 |
| 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 | $9,731,000 | 35 |
| Number of Managed Accounts | $7,758,000 | 26 |
| Personal Trust and Agency Accounts | $3,244,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $99,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,054,000 | 29 |
| Corporate Trust and Agency Accounts | $8,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $2,979,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $286,000 | 21 |
| Other Fiduciary Accounts | $13,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $995,000 | 29 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,973,000 | 47 |
| Personal Trust and Agency Accounts | $47,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $155,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 233 |
| Corporate Trust and Agency Accounts | $1,671,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 64 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 22 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,165,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $76,000 | 127 |
| 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 | $9,653,000 | 36 |
| Number of Managed Accounts | $7,686,000 | 26 |
| Personal Trust and Agency Accounts | $3,247,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 46 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $1,028,000 | 28 |
| Corporate Trust and Agency Accounts | $8,000 | 72 |
| Number of managed investment management and investment advisory agency accounts | $2,934,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $282,000 | 21 |
| Other Fiduciary Accounts | $12,000 | 56 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $969,000 | 28 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,545,000 | 16 |
| Number of Non-Managed Accounts | $1,967,000 | 49 |
| Personal Trust and Agency Accounts | $48,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $161,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 502 |
| Corporate Trust and Agency Accounts | $1,654,000 | 21 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 80 |
| Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 22 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,149,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $78,000 | 217 |
| 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 | $9,602,000 | 37 |
| Number of Managed Accounts | $7,616,000 | 28 |
| Personal Trust and Agency Accounts | $3,236,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $103,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $1,026,000 | 31 |
| Corporate Trust and Agency Accounts | $7,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $2,881,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $278,000 | 22 |
| Other Fiduciary Accounts | $12,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $966,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,986,000 | 46 |
| Personal Trust and Agency Accounts | $46,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $165,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 242 |
| Corporate Trust and Agency Accounts | $1,670,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 21 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,121,000 | 47 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $78,000 | 122 |
| 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 | $9,619,000 | 36 |
| Number of Managed Accounts | $7,594,000 | 28 |
| Personal Trust and Agency Accounts | $3,243,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,021,000 | 30 |
| Corporate Trust and Agency Accounts | $7,000 | 43 |
| Number of managed investment management and investment advisory agency accounts | $2,855,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $278,000 | 22 |
| Other Fiduciary Accounts | $12,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $961,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,025,000 | 47 |
| Personal Trust and Agency Accounts | $45,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $166,000 | 50 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 247 |
| Corporate Trust and Agency Accounts | $1,712,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 55 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 23 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,108,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $73,000 | 125 |
| 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 | $9,579,000 | 35 |
| Number of Managed Accounts | $7,551,000 | 27 |
| Personal Trust and Agency Accounts | $3,284,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $101,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $1,018,000 | 29 |
| Corporate Trust and Agency Accounts | $7,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $2,790,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $267,000 | 22 |
| Other Fiduciary Accounts | $12,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $957,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,028,000 | 49 |
| Personal Trust and Agency Accounts | $46,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $171,000 | 51 |
| Employee Benefit-defined Benefit Accounts | $51,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 246 |
| Corporate Trust and Agency Accounts | $1,705,000 | 19 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 24 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,160,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $71,000 | 127 |
| 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 | $9,576,000 | 36 |
| Number of Managed Accounts | $7,605,000 | 27 |
| Personal Trust and Agency Accounts | $3,340,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $165,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $995,000 | 29 |
| Corporate Trust and Agency Accounts | $7,000 | 85 |
| Number of managed investment management and investment advisory agency accounts | $2,746,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | $271,000 | 19 |
| Other Fiduciary Accounts | $12,000 | 60 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $937,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,345,000 | 18 |
| Number of Non-Managed Accounts | $1,971,000 | 53 |
| Personal Trust and Agency Accounts | $46,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $104,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 506 |
| Corporate Trust and Agency Accounts | $1,706,000 | 20 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 66 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 23 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,187,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $69,000 | 239 |
| 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 | $9,370,000 | 35 |
| Number of Managed Accounts | $7,455,000 | 26 |
| Personal Trust and Agency Accounts | $3,307,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $172,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $954,000 | 30 |
| Corporate Trust and Agency Accounts | $7,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $2,669,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $267,000 | 21 |
| Other Fiduciary Accounts | $12,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $897,000 | 30 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,915,000 | 48 |
| Personal Trust and Agency Accounts | $45,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $105,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 226 |
| Corporate Trust and Agency Accounts | $1,650,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 43 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 23 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,156,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $60,000 | 134 |
| 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 | $9,492,000 | 38 |
| Number of Managed Accounts | $7,420,000 | 26 |
| Personal Trust and Agency Accounts | $3,315,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $174,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $925,000 | 30 |
| Corporate Trust and Agency Accounts | $8,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $2,655,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | $266,000 | 20 |
| Other Fiduciary Accounts | $9,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $868,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,072,000 | 46 |
| Personal Trust and Agency Accounts | $47,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $110,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $53,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $11,000 | 228 |
| Corporate Trust and Agency Accounts | $1,801,000 | 18 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 43 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 23 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,161,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $62,000 | 128 |
| 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 | $9,440,000 | 38 |
| Number of Managed Accounts | $7,376,000 | 25 |
| Personal Trust and Agency Accounts | $3,431,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $232,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $837,000 | 33 |
| Corporate Trust and Agency Accounts | $6,000 | 47 |
| Number of managed investment management and investment advisory agency accounts | $2,606,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $186,000 | 25 |
| Other Fiduciary Accounts | $9,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $837,000 | 31 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,064,000 | 45 |
| Personal Trust and Agency Accounts | $46,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $122,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 297 |
| Corporate Trust and Agency Accounts | $1,793,000 | 17 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 38 |
| Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 26 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,173,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $62,000 | 124 |
| 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 | $9,413,000 | 40 |
| Number of Managed Accounts | $7,271,000 | 30 |
| Personal Trust and Agency Accounts | $3,476,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $154,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $816,000 | 35 |
| Corporate Trust and Agency Accounts | $6,000 | 92 |
| Number of managed investment management and investment advisory agency accounts | $2,547,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $188,000 | 29 |
| Other Fiduciary Accounts | $13,000 | 58 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $816,000 | 34 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,080,000 | 20 |
| Number of Non-Managed Accounts | $2,142,000 | 49 |
| Personal Trust and Agency Accounts | $46,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 743 |
| Corporate Trust and Agency Accounts | $1,864,000 | 16 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 26 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,225,000 | 46 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # 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 | $9,460,000 | 41 |
| Number of Managed Accounts | $7,249,000 | 30 |
| Personal Trust and Agency Accounts | $3,415,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $240,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $58,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $798,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $2,738,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,211,000 | 48 |
| Personal Trust and Agency Accounts | $48,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $131,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $70,000 | 113 |
| Corporate Trust and Agency Accounts | $1,836,000 | 18 |
| 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 | $1,074,000 | 49 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,340,000 | 42 |
| Number of Managed Accounts | $7,172,000 | 32 |
| Personal Trust and Agency Accounts | $3,441,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $224,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $784,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $2,648,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,168,000 | 48 |
| Personal Trust and Agency Accounts | $53,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $130,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $66,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $71,000 | 116 |
| Corporate Trust and Agency Accounts | $1,848,000 | 19 |
| 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 | $1,158,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,450,000 | 41 |
| Number of Managed Accounts | $7,251,000 | 31 |
| Personal Trust and Agency Accounts | $3,502,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $225,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $785,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $2,663,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,199,000 | 45 |
| Personal Trust and Agency Accounts | $52,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $63,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 112 |
| Corporate Trust and Agency Accounts | $1,867,000 | 18 |
| 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 | $1,184,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,543,000 | 43 |
| Number of Managed Accounts | $7,313,000 | 31 |
| Personal Trust and Agency Accounts | $3,551,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $230,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $805,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $2,650,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,230,000 | 52 |
| Personal Trust and Agency Accounts | $53,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $145,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $64,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $78,000 | 197 |
| Corporate Trust and Agency Accounts | $1,890,000 | 18 |
| 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 | $1,193,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,946,000 | 45 |
| Number of Managed Accounts | $6,743,000 | 30 |
| Personal Trust and Agency Accounts | $3,336,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $213,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $747,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $2,372,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,203,000 | 48 |
| Personal Trust and Agency Accounts | $50,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $63,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 118 |
| Corporate Trust and Agency Accounts | $1,883,000 | 18 |
| 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 | $1,150,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,920,000 | 47 |
| Number of Managed Accounts | $6,771,000 | 31 |
| Personal Trust and Agency Accounts | $3,418,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $198,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $735,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $2,340,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,149,000 | 51 |
| Personal Trust and Agency Accounts | $48,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $116,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $87,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 121 |
| Corporate Trust and Agency Accounts | $1,823,000 | 18 |
| 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 | $1,178,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,828,000 | 44 |
| Number of Managed Accounts | $6,686,000 | 30 |
| Personal Trust and Agency Accounts | $3,412,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $210,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $709,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $2,278,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,142,000 | 47 |
| Personal Trust and Agency Accounts | $53,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $125,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $76,000 | 118 |
| Corporate Trust and Agency Accounts | $1,808,000 | 18 |
| 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 | $1,137,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,900,000 | 45 |
| Number of Managed Accounts | $6,699,000 | 32 |
| Personal Trust and Agency Accounts | $3,455,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $218,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $78,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $686,000 | 43 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $2,262,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,201,000 | 51 |
| Personal Trust and Agency Accounts | $56,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $126,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 201 |
| Corporate Trust and Agency Accounts | $1,863,000 | 18 |
| 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 | $1,206,000 | 57 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,886,000 | 44 |
| Number of Managed Accounts | $6,707,000 | 32 |
| Personal Trust and Agency Accounts | $3,504,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $219,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $78,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $664,000 | 45 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $2,242,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,179,000 | 47 |
| Personal Trust and Agency Accounts | $64,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 37 |
| Number non-managed other employee benefit and retirement-related accounts | $75,000 | 113 |
| Corporate Trust and Agency Accounts | $1,832,000 | 18 |
| 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 | $1,195,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,819,000 | 44 |
| Number of Managed Accounts | $6,641,000 | 34 |
| Personal Trust and Agency Accounts | $3,507,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $224,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $640,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $2,199,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,178,000 | 47 |
| Personal Trust and Agency Accounts | $65,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $78,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $72,000 | 121 |
| Corporate Trust and Agency Accounts | $1,831,000 | 18 |
| 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 | $1,185,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,709,000 | 42 |
| Number of Managed Accounts | $6,633,000 | 33 |
| Personal Trust and Agency Accounts | $3,525,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $225,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $629,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $2,182,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,076,000 | 46 |
| Personal Trust and Agency Accounts | $76,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $138,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $71,000 | 126 |
| Corporate Trust and Agency Accounts | $1,710,000 | 18 |
| 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 | $1,180,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,758,000 | 43 |
| Number of Managed Accounts | $6,634,000 | 34 |
| Personal Trust and Agency Accounts | $3,550,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $214,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $625,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $2,174,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,124,000 | 52 |
| Personal Trust and Agency Accounts | $79,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $146,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $82,000 | 193 |
| Corporate Trust and Agency Accounts | $1,737,000 | 20 |
| 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 | $1,174,000 | 56 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,753,000 | 45 |
| Number of Managed Accounts | $6,638,000 | 35 |
| Personal Trust and Agency Accounts | $3,574,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $215,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $623,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $2,154,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,115,000 | 52 |
| Personal Trust and Agency Accounts | $80,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $148,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $114,000 | 99 |
| Corporate Trust and Agency Accounts | $1,701,000 | 22 |
| 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 | $1,165,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,693,000 | 46 |
| Number of Managed Accounts | $6,642,000 | 34 |
| Personal Trust and Agency Accounts | $3,578,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $215,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $609,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $2,167,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,051,000 | 51 |
| Personal Trust and Agency Accounts | $78,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $152,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $81,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $60,000 | 138 |
| Corporate Trust and Agency Accounts | $1,680,000 | 22 |
| 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 | $1,110,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,773,000 | 45 |
| Number of Managed Accounts | $6,711,000 | 35 |
| Personal Trust and Agency Accounts | $3,641,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $226,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $609,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $2,163,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,062,000 | 50 |
| Personal Trust and Agency Accounts | $83,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $154,000 | 79 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 42 |
| Number non-managed other employee benefit and retirement-related accounts | $62,000 | 138 |
| Corporate Trust and Agency Accounts | $1,679,000 | 22 |
| 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 | $1,120,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,823,000 | 50 |
| Number of Managed Accounts | $6,772,000 | 38 |
| Personal Trust and Agency Accounts | $3,698,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $211,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $609,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $2,170,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,051,000 | 56 |
| Personal Trust and Agency Accounts | $80,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $61,000 | 246 |
| Corporate Trust and Agency Accounts | $1,638,000 | 22 |
| 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 | $1,102,000 | 52 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,859,000 | 46 |
| Number of Managed Accounts | $6,808,000 | 35 |
| Personal Trust and Agency Accounts | $3,712,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $230,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $612,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $2,172,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,051,000 | 49 |
| Personal Trust and Agency Accounts | $84,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $188,000 | 70 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $59,000 | 138 |
| Corporate Trust and Agency Accounts | $1,635,000 | 21 |
| 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 | $1,088,000 | 50 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,044,000 | 45 |
| Number of Managed Accounts | $6,971,000 | 32 |
| Personal Trust and Agency Accounts | $3,828,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $625,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $2,287,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,073,000 | 49 |
| Personal Trust and Agency Accounts | $88,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $203,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 44 |
| Number non-managed other employee benefit and retirement-related accounts | $61,000 | 135 |
| Corporate Trust and Agency Accounts | $1,636,000 | 21 |
| 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 | $1,128,000 | 48 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,087,000 | 47 |
| Number of Managed Accounts | $6,956,000 | 34 |
| Personal Trust and Agency Accounts | $3,864,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $158,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $650,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $2,202,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,131,000 | 52 |
| Personal Trust and Agency Accounts | $93,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $290,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 131 |
| Corporate Trust and Agency Accounts | $1,596,000 | 21 |
| 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 | $1,159,000 | 51 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,196,000 | 51 |
| Number of Managed Accounts | $7,036,000 | 35 |
| Personal Trust and Agency Accounts | $3,837,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $259,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $83,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $666,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $2,191,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,160,000 | 58 |
| Personal Trust and Agency Accounts | $95,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $308,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $100,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $71,000 | 228 |
| Corporate Trust and Agency Accounts | $1,586,000 | 22 |
| 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 | $1,147,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,400,000 | 46 |
| Number of Managed Accounts | $7,106,000 | 33 |
| Personal Trust and Agency Accounts | $3,903,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $274,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $667,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $2,178,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,294,000 | 52 |
| Personal Trust and Agency Accounts | $99,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $356,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $74,000 | 124 |
| Corporate Trust and Agency Accounts | $1,669,000 | 20 |
| 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 | $1,142,000 | 55 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,425,000 | 48 |
| Number of Managed Accounts | $6,244,000 | 37 |
| Personal Trust and Agency Accounts | $3,266,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $155,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $75,000 | 32 |
| Number of other employee benefit and retirement-related accounts | $658,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $2,090,000 | 31 |
| 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 | 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 | $2,181,000 | 54 |
| Personal Trust and Agency Accounts | $79,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $243,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $95,000 | 40 |
| Number non-managed other employee benefit and retirement-related accounts | $67,000 | 138 |
| Corporate Trust and Agency Accounts | $1,697,000 | 19 |
| 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 | $1,177,000 | 53 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,307,000 | 49 |
| Number of Managed Accounts | $6,215,000 | 38 |
| Personal Trust and Agency Accounts | $3,259,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $153,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $673,000 | 39 |
| Corporate Trust and Agency Accounts | $1,000 | 91 |
| Number of managed investment management and investment advisory agency accounts | $2,057,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,092,000 | 55 |
| Personal Trust and Agency Accounts | $83,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $259,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 132 |
| Corporate Trust and Agency Accounts | $1,613,000 | 21 |
| 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 | $1,169,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,499,000 | 52 |
| Number of Managed Accounts | $6,346,000 | 41 |
| Personal Trust and Agency Accounts | $3,246,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $255,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $70,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $686,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $2,089,000 | 31 |
| 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 | 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 | $2,153,000 | 58 |
| Personal Trust and Agency Accounts | $100,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $266,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $65,000 | 52 |
| Number non-managed other employee benefit and retirement-related accounts | $72,000 | 235 |
| Corporate Trust and Agency Accounts | $1,650,000 | 21 |
| 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 | $1,174,000 | 58 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,397,000 | 49 |
| Number of Managed Accounts | $6,225,000 | 39 |
| Personal Trust and Agency Accounts | $3,223,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $152,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $694,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $2,077,000 | 29 |
| 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 | 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 | $2,172,000 | 58 |
| Personal Trust and Agency Accounts | $102,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $277,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 57 |
| Number non-managed other employee benefit and retirement-related accounts | $73,000 | 136 |
| Corporate Trust and Agency Accounts | $1,673,000 | 23 |
| 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 | $1,176,000 | 54 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,004,000 | 46 |
| Number of Managed Accounts | $6,458,000 | 38 |
| Personal Trust and Agency Accounts | $3,280,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $272,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $715,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $2,112,000 | 29 |
| 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 | 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 | $2,546,000 | 59 |
| Personal Trust and Agency Accounts | $101,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $393,000 | 67 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 58 |
| Number non-managed other employee benefit and retirement-related accounts | $71,000 | 142 |
| Corporate Trust and Agency Accounts | $1,934,000 | 23 |
| 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 | $1,192,000 | 56 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $9,026,000 | 48 |
| Number of Managed Accounts | $6,386,000 | 39 |
| Personal Trust and Agency Accounts | $3,266,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $84,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $723,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $2,132,000 | 30 |
| 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 | 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 | $2,640,000 | 56 |
| Personal Trust and Agency Accounts | $132,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $451,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $85,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $72,000 | 140 |
| Corporate Trust and Agency Accounts | $1,900,000 | 23 |
| 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 | $1,142,000 | 56 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $8,914,000 | 50 |
| Number of Managed Accounts | $6,351,000 | 42 |
| Personal Trust and Agency Accounts | $3,205,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $202,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 30 |
| Number of other employee benefit and retirement-related accounts | $738,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $2,120,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 352 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,563,000 | 57 |
| Personal Trust and Agency Accounts | $146,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $441,000 | 63 |
| Employee Benefit-defined Benefit Accounts | $48,000 | 69 |
| Number non-managed other employee benefit and retirement-related accounts | $68,000 | 237 |
| Corporate Trust and Agency Accounts | $1,860,000 | 24 |
| 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 | $1,160,000 | 61 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $7,763,000 | 49 |
| Number of Managed Accounts | $6,366,000 | 40 |
| Personal Trust and Agency Accounts | $3,304,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $256,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $79,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $721,000 | 33 |
| Corporate Trust and Agency Accounts | $1,000 | 275 |
| Number of managed investment management and investment advisory agency accounts | $1,997,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $8,000 | 156 |
| 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 | $1,397,000 | 77 |
| Personal Trust and Agency Accounts | $88,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $430,000 | 52 |
| Employee Benefit-defined Benefit Accounts | $19,000 | 92 |
| Number non-managed other employee benefit and retirement-related accounts | $14,000 | 505 |
| Corporate Trust and Agency Accounts | $846,000 | 43 |
| 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 | $1,401,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |