Home > Deutsche Bank Trust Company Americas > Number of Fiduciary and Related Asset Accounts
Deutsche Bank Trust Company Americas, 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 | $20,752,000 | 29 |
| Number of Managed Accounts | $2,891,000 | 78 |
| Personal Trust and Agency Accounts | $2,000 | 903 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 318 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 102 |
| Number of other employee benefit and retirement-related accounts | $124,000 | 347 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $2,722,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $39,000 | 155 |
| 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 | $122,000 | 305 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,036,000 | 19 |
| Number of Non-Managed Accounts | $17,861,000 | 16 |
| Personal Trust and Agency Accounts | $2,000 | 515 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 359 |
| Employee Benefit-defined Benefit Accounts | $0 | 185 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 565 |
| Corporate Trust and Agency Accounts | $17,830,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 106 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
| Other Fiduciary Accounts | $0 | 190 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,299,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $479,000 | 74 |
| 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 | $20,881,000 | 28 |
| Number of Managed Accounts | $2,928,000 | 78 |
| Personal Trust and Agency Accounts | $2,000 | 361 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 247 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 94 |
| Number of other employee benefit and retirement-related accounts | $121,000 | 273 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $2,762,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $39,000 | 143 |
| 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 | $119,000 | 237 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,953,000 | 14 |
| Personal Trust and Agency Accounts | $2,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 249 |
| Employee Benefit-defined Benefit Accounts | $0 | 158 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 280 |
| Corporate Trust and Agency Accounts | $17,921,000 | 8 |
| Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 93 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 123 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,293,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $482,000 | 63 |
| 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 | $21,022,000 | 27 |
| Number of Managed Accounts | $2,926,000 | 74 |
| Personal Trust and Agency Accounts | $2,000 | 433 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 288 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 96 |
| Number of other employee benefit and retirement-related accounts | $121,000 | 314 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $2,762,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $37,000 | 157 |
| 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 | $119,000 | 278 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,096,000 | 14 |
| Personal Trust and Agency Accounts | $2,000 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 284 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 362 |
| Corporate Trust and Agency Accounts | $18,068,000 | 16 |
| Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 107 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 76 |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,382,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $497,000 | 70 |
| 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 | $21,103,000 | 29 |
| Number of Managed Accounts | $3,031,000 | 77 |
| Personal Trust and Agency Accounts | $2,000 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 211 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 102 |
| Number of other employee benefit and retirement-related accounts | $128,000 | 240 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $2,858,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $39,000 | 144 |
| 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 | $126,000 | 237 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,072,000 | 17 |
| Personal Trust and Agency Accounts | $2,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 231 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 282 |
| Corporate Trust and Agency Accounts | $18,049,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 69 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 69 |
| Other Fiduciary Accounts | $0 | 92 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,457,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $515,000 | 34 |
| 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 | $19,968,000 | 31 |
| Number of Managed Accounts | $3,053,000 | 78 |
| Personal Trust and Agency Accounts | $2,000 | 926 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 296 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 111 |
| Number of other employee benefit and retirement-related accounts | $133,000 | 311 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $2,875,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | $39,000 | 160 |
| 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 | $131,000 | 303 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,958,000 | 20 |
| Number of Non-Managed Accounts | $16,915,000 | 17 |
| Personal Trust and Agency Accounts | $2,000 | 527 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 361 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 547 |
| Corporate Trust and Agency Accounts | $16,891,000 | 8 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 84 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 79 |
| Other Fiduciary Accounts | $0 | 175 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,443,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $543,000 | 41 |
| 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 | $20,190,000 | 31 |
| Number of Managed Accounts | $3,075,000 | 77 |
| Personal Trust and Agency Accounts | $2,000 | 374 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 105 |
| Number of other employee benefit and retirement-related accounts | $133,000 | 247 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $2,899,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | $37,000 | 152 |
| 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 | $132,000 | 244 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,115,000 | 17 |
| Personal Trust and Agency Accounts | $2,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 247 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 293 |
| Corporate Trust and Agency Accounts | $17,091,000 | 8 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 66 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 71 |
| Other Fiduciary Accounts | $0 | 98 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,559,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $565,000 | 34 |
| 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 | $67,604,000 | 12 |
| Number of Managed Accounts | $3,112,000 | 70 |
| Personal Trust and Agency Accounts | $2,000 | 413 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 245 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 98 |
| Number of other employee benefit and retirement-related accounts | $134,000 | 264 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $2,930,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $42,000 | 139 |
| 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 | $132,000 | 263 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $64,492,000 | 6 |
| Personal Trust and Agency Accounts | $2,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 267 |
| Employee Benefit-defined Benefit Accounts | $0 | 122 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 327 |
| Corporate Trust and Agency Accounts | $64,467,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 67 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 59 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,696,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $572,000 | 32 |
| 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 | $67,299,000 | 12 |
| Number of Managed Accounts | $3,233,000 | 68 |
| Personal Trust and Agency Accounts | $2,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 193 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 228 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $3,031,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 128 |
| 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 | $148,000 | 226 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $64,066,000 | 6 |
| Personal Trust and Agency Accounts | $2,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 235 |
| Employee Benefit-defined Benefit Accounts | $0 | 119 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 281 |
| Corporate Trust and Agency Accounts | $64,041,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 60 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 54 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,753,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $580,000 | 29 |
| 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 | $67,174,000 | 12 |
| Number of Managed Accounts | $3,348,000 | 66 |
| Personal Trust and Agency Accounts | $4,000 | 871 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 243 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 108 |
| Number of other employee benefit and retirement-related accounts | $151,000 | 282 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $3,140,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 132 |
| 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 | $149,000 | 276 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,193,000 | 17 |
| Number of Non-Managed Accounts | $63,826,000 | 6 |
| Personal Trust and Agency Accounts | $2,000 | 504 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 355 |
| Employee Benefit-defined Benefit Accounts | $0 | 144 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 557 |
| Corporate Trust and Agency Accounts | $63,795,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 66 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 60 |
| Other Fiduciary Accounts | $0 | 174 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,845,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $599,000 | 34 |
| 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 | $66,698,000 | 12 |
| Number of Managed Accounts | $3,389,000 | 66 |
| Personal Trust and Agency Accounts | $4,000 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 199 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 102 |
| Number of other employee benefit and retirement-related accounts | $152,000 | 227 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $3,180,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 122 |
| 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 | $150,000 | 226 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $63,309,000 | 7 |
| Personal Trust and Agency Accounts | $2,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 233 |
| Employee Benefit-defined Benefit Accounts | $0 | 118 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 273 |
| Corporate Trust and Agency Accounts | $63,278,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 52 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 55 |
| Other Fiduciary Accounts | $0 | 90 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,989,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $608,000 | 27 |
| 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 | $66,059,000 | 12 |
| Number of Managed Accounts | $3,448,000 | 67 |
| Personal Trust and Agency Accounts | $4,000 | 395 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 254 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $3,241,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 128 |
| 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 | $148,000 | 253 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,611,000 | 7 |
| Personal Trust and Agency Accounts | $2,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 268 |
| Employee Benefit-defined Benefit Accounts | $0 | 128 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 321 |
| Corporate Trust and Agency Accounts | $62,579,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 60 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,989,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $639,000 | 31 |
| 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 | $65,550,000 | 12 |
| Number of Managed Accounts | $3,453,000 | 64 |
| Personal Trust and Agency Accounts | $4,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 205 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
| Number of other employee benefit and retirement-related accounts | $155,000 | 226 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $3,245,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 128 |
| 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 | $153,000 | 226 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $62,097,000 | 7 |
| Personal Trust and Agency Accounts | $2,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 233 |
| Employee Benefit-defined Benefit Accounts | $0 | 120 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 279 |
| Corporate Trust and Agency Accounts | $62,065,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 54 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 56 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,091,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $646,000 | 29 |
| 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 | $65,329,000 | 12 |
| Number of Managed Accounts | $3,561,000 | 62 |
| Personal Trust and Agency Accounts | $4,000 | 894 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 260 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 111 |
| Number of other employee benefit and retirement-related accounts | $157,000 | 276 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $3,351,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 135 |
| 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 | $155,000 | 270 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,381,000 | 22 |
| Number of Non-Managed Accounts | $61,768,000 | 7 |
| Personal Trust and Agency Accounts | $3,000 | 480 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 366 |
| Employee Benefit-defined Benefit Accounts | $0 | 150 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 560 |
| Corporate Trust and Agency Accounts | $61,737,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 74 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 66 |
| Other Fiduciary Accounts | $0 | 171 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,232,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $664,000 | 33 |
| 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 | $65,016,000 | 12 |
| Number of Managed Accounts | $3,594,000 | 61 |
| Personal Trust and Agency Accounts | $4,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 100 |
| Number of other employee benefit and retirement-related accounts | $153,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $3,387,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 120 |
| 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 | $151,000 | 222 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $61,422,000 | 7 |
| Personal Trust and Agency Accounts | $2,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 234 |
| Employee Benefit-defined Benefit Accounts | $0 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 282 |
| Corporate Trust and Agency Accounts | $61,392,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 58 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 57 |
| Other Fiduciary Accounts | $0 | 88 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,247,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $668,000 | 30 |
| 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 | $64,857,000 | 12 |
| Number of Managed Accounts | $3,631,000 | 59 |
| Personal Trust and Agency Accounts | $4,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 227 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 105 |
| Number of other employee benefit and retirement-related accounts | $154,000 | 246 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $3,423,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 129 |
| 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 | $152,000 | 241 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $61,226,000 | 7 |
| Personal Trust and Agency Accounts | $2,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 264 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 320 |
| Corporate Trust and Agency Accounts | $61,196,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 62 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,101,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $692,000 | 32 |
| 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 | $64,644,000 | 12 |
| Number of Managed Accounts | $3,668,000 | 58 |
| Personal Trust and Agency Accounts | $4,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 207 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
| Number of other employee benefit and retirement-related accounts | $161,000 | 222 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $3,453,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 121 |
| 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 | $159,000 | 219 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $60,976,000 | 7 |
| Personal Trust and Agency Accounts | $2,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 234 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 296 |
| Corporate Trust and Agency Accounts | $60,947,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 58 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 59 |
| Other Fiduciary Accounts | $0 | 94 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,475,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $710,000 | 33 |
| 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 | $64,339,000 | 12 |
| Number of Managed Accounts | $3,710,000 | 56 |
| Personal Trust and Agency Accounts | $4,000 | 916 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 271 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 116 |
| Number of other employee benefit and retirement-related accounts | $153,000 | 273 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $3,503,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 133 |
| 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 | $151,000 | 265 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,549,000 | 23 |
| Number of Non-Managed Accounts | $60,629,000 | 7 |
| Personal Trust and Agency Accounts | $2,000 | 534 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 378 |
| Employee Benefit-defined Benefit Accounts | $0 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 572 |
| Corporate Trust and Agency Accounts | $60,606,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 99 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 70 |
| Other Fiduciary Accounts | $0 | 181 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,588,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $729,000 | 31 |
| 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 | $63,940,000 | 12 |
| Number of Managed Accounts | $3,695,000 | 58 |
| Personal Trust and Agency Accounts | $4,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 211 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 109 |
| Number of other employee benefit and retirement-related accounts | $151,000 | 223 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $3,490,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 122 |
| 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 | $149,000 | 220 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $60,245,000 | 7 |
| Personal Trust and Agency Accounts | $3,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 241 |
| Employee Benefit-defined Benefit Accounts | $0 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 286 |
| Corporate Trust and Agency Accounts | $60,216,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 82 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
| Other Fiduciary Accounts | $0 | 95 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,731,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $744,000 | 27 |
| 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 | $63,748,000 | 12 |
| Number of Managed Accounts | $3,763,000 | 55 |
| Personal Trust and Agency Accounts | $4,000 | 381 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 221 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 112 |
| Number of other employee benefit and retirement-related accounts | $156,000 | 239 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $3,551,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 125 |
| 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 | $154,000 | 236 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,985,000 | 6 |
| Personal Trust and Agency Accounts | $2,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 263 |
| Employee Benefit-defined Benefit Accounts | $0 | 133 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 311 |
| Corporate Trust and Agency Accounts | $59,958,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 91 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 38 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,827,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $767,000 | 28 |
| 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 | $63,231,000 | 12 |
| Number of Managed Accounts | $3,765,000 | 55 |
| Personal Trust and Agency Accounts | $4,000 | 385 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 100 |
| Number of other employee benefit and retirement-related accounts | $142,000 | 248 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $3,567,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 124 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $140,000 | 246 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $59,466,000 | 6 |
| Personal Trust and Agency Accounts | $2,000 | 268 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 268 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 313 |
| Corporate Trust and Agency Accounts | $59,439,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 91 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 39 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,906,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $773,000 | 27 |
| 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 | $62,852,000 | 11 |
| Number of Managed Accounts | $3,798,000 | 55 |
| Personal Trust and Agency Accounts | $5,000 | 934 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 271 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 105 |
| Number of other employee benefit and retirement-related accounts | $145,000 | 277 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $3,595,000 | 29 |
| Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 124 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $143,000 | 268 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,665,000 | 20 |
| Number of Non-Managed Accounts | $59,054,000 | 6 |
| Personal Trust and Agency Accounts | $2,000 | 533 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 398 |
| Employee Benefit-defined Benefit Accounts | $0 | 168 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 586 |
| Corporate Trust and Agency Accounts | $59,030,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 146 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 41 |
| Other Fiduciary Accounts | $0 | 180 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,094,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $778,000 | 30 |
| 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 | $62,492,000 | 12 |
| Number of Managed Accounts | $3,812,000 | 56 |
| Personal Trust and Agency Accounts | $6,000 | 389 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 99 |
| Number of other employee benefit and retirement-related accounts | $147,000 | 244 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $3,604,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | $49,000 | 115 |
| 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 | $145,000 | 241 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $58,680,000 | 7 |
| Personal Trust and Agency Accounts | $2,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 268 |
| Employee Benefit-defined Benefit Accounts | $0 | 135 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 310 |
| Corporate Trust and Agency Accounts | $58,655,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 105 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,120,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $783,000 | 30 |
| 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 | $62,151,000 | 11 |
| Number of Managed Accounts | $3,890,000 | 54 |
| Personal Trust and Agency Accounts | $6,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 100 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 244 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $3,678,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $50,000 | 115 |
| 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 | $148,000 | 242 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $58,261,000 | 6 |
| Personal Trust and Agency Accounts | $2,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 269 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 314 |
| Corporate Trust and Agency Accounts | $58,234,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 95 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 36 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,187,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $785,000 | 29 |
| 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 | $61,870,000 | 12 |
| Number of Managed Accounts | $3,964,000 | 53 |
| Personal Trust and Agency Accounts | $7,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 59 |
| Number of other employee benefit and retirement-related accounts | $150,000 | 244 |
| Corporate Trust and Agency Accounts | $5,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $3,738,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $51,000 | 114 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $150,000 | 237 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $57,906,000 | 7 |
| Personal Trust and Agency Accounts | $4,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 274 |
| Employee Benefit-defined Benefit Accounts | $0 | 137 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 314 |
| Corporate Trust and Agency Accounts | $57,876,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 93 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 38 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,268,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $824,000 | 29 |
| 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 | $61,527,000 | 12 |
| Number of Managed Accounts | $4,006,000 | 53 |
| Personal Trust and Agency Accounts | $7,000 | 927 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 281 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $155,000 | 268 |
| Corporate Trust and Agency Accounts | $5,000 | 65 |
| Number of managed investment management and investment advisory agency accounts | $3,775,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $51,000 | 117 |
| Other Fiduciary Accounts | $0 | 227 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $153,000 | 257 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,089,000 | 20 |
| Number of Non-Managed Accounts | $57,521,000 | 8 |
| Personal Trust and Agency Accounts | $5,000 | 445 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 413 |
| Employee Benefit-defined Benefit Accounts | $0 | 165 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 597 |
| Corporate Trust and Agency Accounts | $57,490,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 122 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 39 |
| Other Fiduciary Accounts | $0 | 192 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,312,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $824,000 | 30 |
| 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 | $61,192,000 | 12 |
| Number of Managed Accounts | $4,088,000 | 52 |
| Personal Trust and Agency Accounts | $10,000 | 380 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 233 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 54 |
| Number of other employee benefit and retirement-related accounts | $161,000 | 235 |
| Corporate Trust and Agency Accounts | $6,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $3,847,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | $49,000 | 114 |
| 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 | $159,000 | 231 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $57,104,000 | 8 |
| Personal Trust and Agency Accounts | $7,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 272 |
| Employee Benefit-defined Benefit Accounts | $0 | 132 |
| Number non-managed other employee benefit and retirement-related accounts | $1,000 | 307 |
| Corporate Trust and Agency Accounts | $57,065,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 74 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 39 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,439,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $855,000 | 29 |
| 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 | $60,808,000 | 12 |
| Number of Managed Accounts | $4,179,000 | 51 |
| Personal Trust and Agency Accounts | $10,000 | 379 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 231 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $167,000 | 234 |
| Corporate Trust and Agency Accounts | $6,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $3,931,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 119 |
| 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 | $165,000 | 227 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $56,629,000 | 8 |
| Personal Trust and Agency Accounts | $7,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 273 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 280 |
| Corporate Trust and Agency Accounts | $56,585,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 68 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 38 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,546,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $863,000 | 29 |
| 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 | $60,688,000 | 12 |
| Number of Managed Accounts | $4,278,000 | 50 |
| Personal Trust and Agency Accounts | $11,000 | 381 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 221 |
| Employee Benefit-defined Benefit Accounts | $15,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $173,000 | 230 |
| Corporate Trust and Agency Accounts | $5,000 | 43 |
| Number of managed investment management and investment advisory agency accounts | $4,023,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 118 |
| 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 | $171,000 | 223 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $56,410,000 | 8 |
| Personal Trust and Agency Accounts | $7,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 273 |
| Employee Benefit-defined Benefit Accounts | $0 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 284 |
| Corporate Trust and Agency Accounts | $56,352,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $34,000 | 48 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 38 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,639,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $864,000 | 28 |
| 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 | $60,292,000 | 12 |
| Number of Managed Accounts | $4,404,000 | 50 |
| Personal Trust and Agency Accounts | $12,000 | 891 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 261 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $178,000 | 238 |
| Corporate Trust and Agency Accounts | $5,000 | 71 |
| Number of managed investment management and investment advisory agency accounts | $4,141,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $49,000 | 118 |
| Other Fiduciary Accounts | $0 | 216 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $176,000 | 228 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,334,000 | 18 |
| Number of Non-Managed Accounts | $55,888,000 | 8 |
| Personal Trust and Agency Accounts | $8,000 | 388 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 435 |
| Employee Benefit-defined Benefit Accounts | $0 | 167 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 542 |
| Corporate Trust and Agency Accounts | $55,824,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $39,000 | 47 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 36 |
| Other Fiduciary Accounts | $0 | 194 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,758,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $875,000 | 29 |
| 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 | $59,690,000 | 12 |
| Number of Managed Accounts | $4,432,000 | 50 |
| Personal Trust and Agency Accounts | $12,000 | 387 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 220 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $178,000 | 221 |
| Corporate Trust and Agency Accounts | $6,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $4,169,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 117 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $178,000 | 209 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $55,258,000 | 8 |
| Personal Trust and Agency Accounts | $8,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 279 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 280 |
| Corporate Trust and Agency Accounts | $55,191,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | $41,000 | 42 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 38 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,780,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $881,000 | 28 |
| 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 | $58,941,000 | 13 |
| Number of Managed Accounts | $4,524,000 | 48 |
| Personal Trust and Agency Accounts | $10,000 | 392 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $8,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $180,000 | 218 |
| Corporate Trust and Agency Accounts | $6,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $4,260,000 | 22 |
| Number of foundation and endowment trust and agency accounts, managed assets | $57,000 | 104 |
| 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 | $178,000 | 209 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $54,417,000 | 8 |
| Personal Trust and Agency Accounts | $7,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 281 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 288 |
| Corporate Trust and Agency Accounts | $54,347,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $45,000 | 40 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 37 |
| Other Fiduciary Accounts | $0 | 102 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,873,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $880,000 | 29 |
| 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 | $58,289,000 | 13 |
| Number of Managed Accounts | $4,528,000 | 49 |
| Personal Trust and Agency Accounts | $7,000 | 395 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 225 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 68 |
| Number of other employee benefit and retirement-related accounts | $180,000 | 215 |
| Corporate Trust and Agency Accounts | $6,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $4,266,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $57,000 | 102 |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $178,000 | 205 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $53,761,000 | 8 |
| Personal Trust and Agency Accounts | $4,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 284 |
| Employee Benefit-defined Benefit Accounts | $0 | 138 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 305 |
| Corporate Trust and Agency Accounts | $53,693,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $48,000 | 38 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 36 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,926,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $892,000 | 28 |
| 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 | $57,692,000 | 12 |
| Number of Managed Accounts | $4,563,000 | 45 |
| Personal Trust and Agency Accounts | $7,000 | 995 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 264 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 72 |
| Number of other employee benefit and retirement-related accounts | $185,000 | 221 |
| Corporate Trust and Agency Accounts | $4,000 | 84 |
| Number of managed investment management and investment advisory agency accounts | $4,296,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $57,000 | 103 |
| Other Fiduciary Accounts | $0 | 237 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $182,000 | 211 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,425,000 | 20 |
| Number of Non-Managed Accounts | $53,129,000 | 8 |
| Personal Trust and Agency Accounts | $4,000 | 499 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 464 |
| Employee Benefit-defined Benefit Accounts | $0 | 175 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 596 |
| Corporate Trust and Agency Accounts | $53,057,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $52,000 | 39 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 34 |
| Other Fiduciary Accounts | $0 | 200 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,938,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $886,000 | 27 |
| 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 | $56,929,000 | 12 |
| Number of Managed Accounts | $4,515,000 | 44 |
| Personal Trust and Agency Accounts | $7,000 | 388 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 216 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 66 |
| Number of other employee benefit and retirement-related accounts | $183,000 | 210 |
| Corporate Trust and Agency Accounts | $4,000 | 50 |
| Number of managed investment management and investment advisory agency accounts | $4,249,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 98 |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $180,000 | 201 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $52,414,000 | 8 |
| Personal Trust and Agency Accounts | $5,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 286 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 304 |
| Corporate Trust and Agency Accounts | $52,340,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $54,000 | 32 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 35 |
| Other Fiduciary Accounts | $0 | 105 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,960,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $885,000 | 27 |
| 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 | $53,655,000 | 12 |
| Number of Managed Accounts | $1,981,000 | 94 |
| Personal Trust and Agency Accounts | $7,000 | 393 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 221 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 69 |
| Number of other employee benefit and retirement-related accounts | $173,000 | 217 |
| Corporate Trust and Agency Accounts | $3,000 | 58 |
| Number of managed investment management and investment advisory agency accounts | $1,723,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 97 |
| Other Fiduciary Accounts | $0 | 133 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $172,000 | 204 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $51,674,000 | 7 |
| Personal Trust and Agency Accounts | $5,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 290 |
| Employee Benefit-defined Benefit Accounts | $0 | 141 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 304 |
| Corporate Trust and Agency Accounts | $51,640,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 81 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 37 |
| Other Fiduciary Accounts | $0 | 111 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,659,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $871,000 | 27 |
| 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 | $52,892,000 | 12 |
| Number of Managed Accounts | $1,981,000 | 94 |
| Personal Trust and Agency Accounts | $7,000 | 393 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 221 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 72 |
| Number of other employee benefit and retirement-related accounts | $173,000 | 215 |
| Corporate Trust and Agency Accounts | $3,000 | 60 |
| Number of managed investment management and investment advisory agency accounts | $1,723,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 95 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $170,000 | 201 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $50,911,000 | 8 |
| Personal Trust and Agency Accounts | $6,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 288 |
| Employee Benefit-defined Benefit Accounts | $0 | 139 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 307 |
| Corporate Trust and Agency Accounts | $50,876,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 85 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 35 |
| Other Fiduciary Accounts | $0 | 108 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,659,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $862,000 | 28 |
| 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 | $52,370,000 | 12 |
| Number of Managed Accounts | $2,000,000 | 91 |
| Personal Trust and Agency Accounts | $5,000 | 1,065 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 271 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 83 |
| Number of other employee benefit and retirement-related accounts | $183,000 | 219 |
| Corporate Trust and Agency Accounts | $3,000 | 91 |
| Number of managed investment management and investment advisory agency accounts | $1,735,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 93 |
| Other Fiduciary Accounts | $0 | 236 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $180,000 | 207 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,510,000 | 27 |
| Number of Non-Managed Accounts | $50,370,000 | 8 |
| Personal Trust and Agency Accounts | $5,000 | 488 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 495 |
| Employee Benefit-defined Benefit Accounts | $0 | 180 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 640 |
| Corporate Trust and Agency Accounts | $50,337,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 113 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
| Other Fiduciary Accounts | $0 | 217 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,644,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $858,000 | 30 |
| 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 | $49,330,000 | 14 |
| Number of Managed Accounts | $1,990,000 | 91 |
| Personal Trust and Agency Accounts | $5,000 | 392 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 221 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 75 |
| Number of other employee benefit and retirement-related accounts | $182,000 | 208 |
| Corporate Trust and Agency Accounts | $3,000 | 56 |
| Number of managed investment management and investment advisory agency accounts | $1,725,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 89 |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $178,000 | 195 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $47,340,000 | 8 |
| Personal Trust and Agency Accounts | $6,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 293 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 302 |
| Corporate Trust and Agency Accounts | $47,311,000 | 3 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 78 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 77 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,612,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $839,000 | 30 |
| 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 | $46,784,000 | 17 |
| Number of Managed Accounts | $1,988,000 | 91 |
| Personal Trust and Agency Accounts | $5,000 | 393 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,000 | 220 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $182,000 | 205 |
| Corporate Trust and Agency Accounts | $3,000 | 57 |
| Number of managed investment management and investment advisory agency accounts | $1,723,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 87 |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $178,000 | 194 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $44,796,000 | 10 |
| Personal Trust and Agency Accounts | $6,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $0 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 299 |
| Corporate Trust and Agency Accounts | $44,767,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 77 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 81 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,612,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $839,000 | 29 |
| 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 | $48,239,000 | 18 |
| Number of Managed Accounts | $4,649,000 | 37 |
| Personal Trust and Agency Accounts | $5,000 | 397 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,000 | 142 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $172,000 | 210 |
| Corporate Trust and Agency Accounts | $3,000 | 57 |
| Number of managed investment management and investment advisory agency accounts | $4,381,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 87 |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $168,000 | 196 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $43,590,000 | 11 |
| Personal Trust and Agency Accounts | $6,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 298 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 305 |
| Corporate Trust and Agency Accounts | $43,536,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $44,000 | 44 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 97 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,899,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $814,000 | 31 |
| 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 | $48,119,000 | 17 |
| Number of Managed Accounts | $4,686,000 | 37 |
| Personal Trust and Agency Accounts | $5,000 | 1,094 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 138 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 78 |
| Number of other employee benefit and retirement-related accounts | $175,000 | 223 |
| Corporate Trust and Agency Accounts | $3,000 | 100 |
| Number of managed investment management and investment advisory agency accounts | $4,411,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 84 |
| Other Fiduciary Accounts | $0 | 240 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $171,000 | 205 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,516,000 | 29 |
| Number of Non-Managed Accounts | $43,433,000 | 11 |
| Personal Trust and Agency Accounts | $7,000 | 451 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 516 |
| Employee Benefit-defined Benefit Accounts | $0 | 188 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 654 |
| Corporate Trust and Agency Accounts | $43,392,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 65 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 112 |
| Other Fiduciary Accounts | $0 | 215 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,957,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $815,000 | 32 |
| 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 | $50,912,000 | 16 |
| Number of Managed Accounts | $4,667,000 | 37 |
| Personal Trust and Agency Accounts | $5,000 | 376 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 73 |
| Number of other employee benefit and retirement-related accounts | $173,000 | 200 |
| Corporate Trust and Agency Accounts | $4,000 | 47 |
| Number of managed investment management and investment advisory agency accounts | $4,394,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 82 |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $169,000 | 187 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $46,245,000 | 11 |
| Personal Trust and Agency Accounts | $7,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 294 |
| Employee Benefit-defined Benefit Accounts | $0 | 142 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 290 |
| Corporate Trust and Agency Accounts | $46,204,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 51 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 98 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,012,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $826,000 | 29 |
| 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 | $49,588,000 | 16 |
| Number of Managed Accounts | $4,662,000 | 36 |
| Personal Trust and Agency Accounts | $5,000 | 379 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $175,000 | 199 |
| Corporate Trust and Agency Accounts | $5,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $4,386,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 79 |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $175,000 | 181 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $44,926,000 | 11 |
| Personal Trust and Agency Accounts | $7,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 294 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 292 |
| Corporate Trust and Agency Accounts | $44,888,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 56 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
| Other Fiduciary Accounts | $0 | 104 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,039,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $817,000 | 31 |
| 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 | $48,919,000 | 17 |
| Number of Managed Accounts | $4,757,000 | 36 |
| Personal Trust and Agency Accounts | $5,000 | 382 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 134 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 90 |
| Number of other employee benefit and retirement-related accounts | $168,000 | 200 |
| Corporate Trust and Agency Accounts | $4,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $4,489,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | $63,000 | 76 |
| Other Fiduciary Accounts | $0 | 118 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $164,000 | 182 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $44,162,000 | 11 |
| Personal Trust and Agency Accounts | $7,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 299 |
| Employee Benefit-defined Benefit Accounts | $0 | 148 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 279 |
| Corporate Trust and Agency Accounts | $44,132,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 78 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
| Other Fiduciary Accounts | $0 | 110 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,063,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $828,000 | 32 |
| 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 | $47,723,000 | 17 |
| Number of Managed Accounts | $4,800,000 | 34 |
| Personal Trust and Agency Accounts | $5,000 | 1,115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 145 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 98 |
| Number of other employee benefit and retirement-related accounts | $169,000 | 213 |
| Corporate Trust and Agency Accounts | $4,000 | 90 |
| Number of managed investment management and investment advisory agency accounts | $4,533,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 77 |
| Other Fiduciary Accounts | $0 | 246 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $165,000 | 197 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,759,000 | 32 |
| Number of Non-Managed Accounts | $42,923,000 | 11 |
| Personal Trust and Agency Accounts | $7,000 | 462 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 550 |
| Employee Benefit-defined Benefit Accounts | $0 | 200 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 609 |
| Corporate Trust and Agency Accounts | $42,894,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 97 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $0 | 221 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,079,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $828,000 | 38 |
| 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 | $46,455,000 | 17 |
| Number of Managed Accounts | $4,719,000 | 35 |
| Personal Trust and Agency Accounts | $5,000 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $174,000 | 194 |
| Corporate Trust and Agency Accounts | $4,000 | 47 |
| Number of managed investment management and investment advisory agency accounts | $4,448,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 79 |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $170,000 | 173 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $41,736,000 | 11 |
| Personal Trust and Agency Accounts | $7,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 290 |
| Employee Benefit-defined Benefit Accounts | $0 | 147 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 287 |
| Corporate Trust and Agency Accounts | $41,714,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 84 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $0 | 99 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,016,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $835,000 | 31 |
| 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 | $45,577,000 | 17 |
| Number of Managed Accounts | $4,834,000 | 33 |
| Personal Trust and Agency Accounts | $6,000 | 366 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 89 |
| Number of other employee benefit and retirement-related accounts | $175,000 | 189 |
| Corporate Trust and Agency Accounts | $6,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $4,559,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 82 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $171,000 | 170 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $40,743,000 | 11 |
| Personal Trust and Agency Accounts | $7,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 289 |
| Employee Benefit-defined Benefit Accounts | $0 | 145 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 292 |
| Corporate Trust and Agency Accounts | $40,719,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 75 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,973,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $834,000 | 30 |
| 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 | $44,516,000 | 17 |
| Number of Managed Accounts | $4,848,000 | 35 |
| Personal Trust and Agency Accounts | $6,000 | 367 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 93 |
| Number of other employee benefit and retirement-related accounts | $165,000 | 191 |
| Corporate Trust and Agency Accounts | $9,000 | 37 |
| Number of managed investment management and investment advisory agency accounts | $4,582,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 81 |
| Other Fiduciary Accounts | $0 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $161,000 | 169 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $39,668,000 | 11 |
| Personal Trust and Agency Accounts | $7,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 286 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 108 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 287 |
| Corporate Trust and Agency Accounts | $39,643,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 71 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,018,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $840,000 | 28 |
| 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 | $43,692,000 | 15 |
| Number of Managed Accounts | $4,864,000 | 34 |
| Personal Trust and Agency Accounts | $6,000 | 1,127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 116 |
| Number of other employee benefit and retirement-related accounts | $164,000 | 207 |
| Corporate Trust and Agency Accounts | $9,000 | 65 |
| Number of managed investment management and investment advisory agency accounts | $4,596,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 81 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $160,000 | 192 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $726,000 | 43 |
| Number of Non-Managed Accounts | $38,828,000 | 10 |
| Personal Trust and Agency Accounts | $7,000 | 467 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 562 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 131 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 779 |
| Corporate Trust and Agency Accounts | $38,806,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 106 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $0 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,074,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $846,000 | 31 |
| 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 | $42,876,000 | 14 |
| Number of Managed Accounts | $4,871,000 | 36 |
| Personal Trust and Agency Accounts | $6,000 | 375 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 108 |
| Number of other employee benefit and retirement-related accounts | $160,000 | 190 |
| Corporate Trust and Agency Accounts | $21,000 | 22 |
| Number of managed investment management and investment advisory agency accounts | $4,590,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | $56,000 | 81 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $156,000 | 171 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $38,005,000 | 10 |
| Personal Trust and Agency Accounts | $7,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 296 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 111 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 294 |
| Corporate Trust and Agency Accounts | $37,979,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 62 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $0 | 103 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,029,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $844,000 | 28 |
| 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 | $39,832,000 | 14 |
| Number of Managed Accounts | $1,906,000 | 84 |
| Personal Trust and Agency Accounts | $13,000 | 372 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 109 |
| Number of other employee benefit and retirement-related accounts | $148,000 | 197 |
| Corporate Trust and Agency Accounts | $23,000 | 20 |
| Number of managed investment management and investment advisory agency accounts | $1,681,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other Fiduciary Accounts | $2,000 | 78 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 322 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $37,926,000 | 10 |
| Personal Trust and Agency Accounts | $8,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $825,000 | 20 |
| Corporate Trust and Agency Accounts | $36,989,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $0 | 106 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,837,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 322 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $38,985,000 | 14 |
| Number of Managed Accounts | $1,930,000 | 80 |
| Personal Trust and Agency Accounts | $13,000 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 107 |
| Number of other employee benefit and retirement-related accounts | $152,000 | 193 |
| Corporate Trust and Agency Accounts | $22,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $1,702,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
| Other Fiduciary Accounts | $2,000 | 79 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 325 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $37,055,000 | 10 |
| Personal Trust and Agency Accounts | $8,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $812,000 | 20 |
| Corporate Trust and Agency Accounts | $36,135,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $49,000 | 29 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,816,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 324 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $29,303,000 | 20 |
| Number of Managed Accounts | $1,957,000 | 79 |
| Personal Trust and Agency Accounts | $13,000 | 1,046 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 103 |
| Number of other employee benefit and retirement-related accounts | $166,000 | 203 |
| Corporate Trust and Agency Accounts | $22,000 | 39 |
| Number of managed investment management and investment advisory agency accounts | $1,712,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
| Other Fiduciary Accounts | $2,000 | 165 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 656 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $27,346,000 | 11 |
| Personal Trust and Agency Accounts | $8,000 | 470 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $811,000 | 24 |
| Corporate Trust and Agency Accounts | $26,424,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $51,000 | 37 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $0 | 239 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,764,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 798 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $28,445,000 | 19 |
| Number of Managed Accounts | $1,982,000 | 78 |
| Personal Trust and Agency Accounts | $13,000 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 98 |
| Number of other employee benefit and retirement-related accounts | $164,000 | 177 |
| Corporate Trust and Agency Accounts | $21,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $1,737,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other Fiduciary Accounts | $3,000 | 71 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 312 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $26,463,000 | 11 |
| Personal Trust and Agency Accounts | $8,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 130 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $774,000 | 21 |
| Corporate Trust and Agency Accounts | $25,579,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 28 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,731,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 306 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,889,000 | 21 |
| Number of Managed Accounts | $2,004,000 | 76 |
| Personal Trust and Agency Accounts | $13,000 | 361 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 103 |
| Employee Benefit-defined Benefit Accounts | $14,000 | 63 |
| Number of other employee benefit and retirement-related accounts | $161,000 | 177 |
| Corporate Trust and Agency Accounts | $21,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $1,752,000 | 30 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
| Other Fiduciary Accounts | $5,000 | 64 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 307 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,885,000 | 11 |
| Personal Trust and Agency Accounts | $8,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $782,000 | 24 |
| Corporate Trust and Agency Accounts | $24,995,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $46,000 | 27 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $0 | 112 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,801,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,282,000 | 22 |
| Number of Managed Accounts | $2,054,000 | 77 |
| Personal Trust and Agency Accounts | $13,000 | 367 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 62 |
| Number of other employee benefit and retirement-related accounts | $171,000 | 171 |
| Corporate Trust and Agency Accounts | $28,000 | 18 |
| Number of managed investment management and investment advisory agency accounts | $1,782,000 | 31 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
| Other Fiduciary Accounts | $5,000 | 63 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 310 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $25,228,000 | 12 |
| Personal Trust and Agency Accounts | $9,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $774,000 | 23 |
| Corporate Trust and Agency Accounts | $24,339,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $52,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $0 | 116 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,841,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $26,417,000 | 24 |
| Number of Managed Accounts | $2,006,000 | 82 |
| Personal Trust and Agency Accounts | $14,000 | 1,041 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 113 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $167,000 | 198 |
| Corporate Trust and Agency Accounts | $26,000 | 30 |
| Number of managed investment management and investment advisory agency accounts | $1,731,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
| Other Fiduciary Accounts | $6,000 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 655 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
| Number of Non-Managed Accounts | $24,411,000 | 13 |
| Personal Trust and Agency Accounts | $11,000 | 438 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 146 |
| Employee Benefit-defined Benefit Accounts | $7,000 | 76 |
| Number non-managed other employee benefit and retirement-related accounts | $737,000 | 31 |
| Corporate Trust and Agency Accounts | $23,561,000 | 5 |
| Number of investment management and advisory agency accounts, non-managed assets | $52,000 | 30 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $0 | 229 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,817,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 800 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,825,000 | 28 |
| Number of Managed Accounts | $1,978,000 | 83 |
| Personal Trust and Agency Accounts | $15,000 | 354 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 97 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $163,000 | 170 |
| Corporate Trust and Agency Accounts | $27,000 | 23 |
| Number of managed investment management and investment advisory agency accounts | $1,705,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 117 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,847,000 | 15 |
| Personal Trust and Agency Accounts | $11,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 127 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 79 |
| Number non-managed other employee benefit and retirement-related accounts | $707,000 | 26 |
| Corporate Trust and Agency Accounts | $23,078,000 | 5 |
| 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 | $4,798,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,233,000 | 27 |
| Number of Managed Accounts | $1,865,000 | 87 |
| Personal Trust and Agency Accounts | $16,000 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $157,000 | 174 |
| Corporate Trust and Agency Accounts | $28,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $1,598,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 115 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,368,000 | 15 |
| Personal Trust and Agency Accounts | $12,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $48,000 | 124 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 82 |
| Number non-managed other employee benefit and retirement-related accounts | $711,000 | 23 |
| Corporate Trust and Agency Accounts | $22,592,000 | 5 |
| 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 | $4,704,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $24,879,000 | 27 |
| Number of Managed Accounts | $1,842,000 | 89 |
| Personal Trust and Agency Accounts | $18,000 | 359 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $160,000 | 171 |
| Corporate Trust and Agency Accounts | $28,000 | 26 |
| Number of managed investment management and investment advisory agency accounts | $1,571,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,037,000 | 15 |
| Personal Trust and Agency Accounts | $12,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $6,000 | 78 |
| Number non-managed other employee benefit and retirement-related accounts | $723,000 | 22 |
| Corporate Trust and Agency Accounts | $22,246,000 | 5 |
| 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 | $4,756,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $42,964,000 | 17 |
| Number of Managed Accounts | $1,826,000 | 92 |
| Personal Trust and Agency Accounts | $18,000 | 1,018 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $159,000 | 200 |
| Corporate Trust and Agency Accounts | $28,000 | 45 |
| Number of managed investment management and investment advisory agency accounts | $1,555,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 285 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $41,138,000 | 11 |
| Personal Trust and Agency Accounts | $15,000 | 402 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $5,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $718,000 | 31 |
| Corporate Trust and Agency Accounts | $40,348,000 | 5 |
| 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 | $4,834,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,353,000 | 25 |
| Number of Managed Accounts | $1,787,000 | 91 |
| Personal Trust and Agency Accounts | $17,000 | 388 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $145,000 | 187 |
| Corporate Trust and Agency Accounts | $28,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $1,530,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 120 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $23,566,000 | 15 |
| Personal Trust and Agency Accounts | $15,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 117 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 91 |
| Number non-managed other employee benefit and retirement-related accounts | $695,000 | 27 |
| Corporate Trust and Agency Accounts | $22,800,000 | 5 |
| 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 | $4,722,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $24,660,000 | 27 |
| Number of Managed Accounts | $1,753,000 | 95 |
| Personal Trust and Agency Accounts | $17,000 | 392 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $41,000 | 110 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $142,000 | 189 |
| Corporate Trust and Agency Accounts | $26,000 | 34 |
| Number of managed investment management and investment advisory agency accounts | $1,500,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 123 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $22,907,000 | 16 |
| Personal Trust and Agency Accounts | $15,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 118 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 97 |
| Number non-managed other employee benefit and retirement-related accounts | $675,000 | 29 |
| Corporate Trust and Agency Accounts | $22,157,000 | 5 |
| 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 | $4,617,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $24,343,000 | 26 |
| Number of Managed Accounts | $2,004,000 | 87 |
| Personal Trust and Agency Accounts | $17,000 | 397 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $140,000 | 184 |
| Corporate Trust and Agency Accounts | $26,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $1,749,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $22,339,000 | 15 |
| Personal Trust and Agency Accounts | $16,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $61,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $4,000 | 98 |
| Number non-managed other employee benefit and retirement-related accounts | $664,000 | 26 |
| Corporate Trust and Agency Accounts | $21,594,000 | 5 |
| 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 | $4,656,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $24,421,000 | 27 |
| Number of Managed Accounts | $1,973,000 | 85 |
| Personal Trust and Agency Accounts | $18,000 | 1,046 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $131,000 | 227 |
| Corporate Trust and Agency Accounts | $28,000 | 46 |
| Number of managed investment management and investment advisory agency accounts | $1,722,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 300 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $22,448,000 | 14 |
| Personal Trust and Agency Accounts | $16,000 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 127 |
| Number non-managed other employee benefit and retirement-related accounts | $667,000 | 35 |
| Corporate Trust and Agency Accounts | $21,699,000 | 5 |
| 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 | $4,649,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $23,926,000 | 26 |
| Number of Managed Accounts | $2,008,000 | 80 |
| Personal Trust and Agency Accounts | $32,000 | 368 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 128 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $134,000 | 186 |
| Corporate Trust and Agency Accounts | $31,000 | 28 |
| Number of managed investment management and investment advisory agency accounts | $1,746,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 121 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $21,918,000 | 14 |
| Personal Trust and Agency Accounts | $15,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
| Number non-managed other employee benefit and retirement-related accounts | $659,000 | 26 |
| Corporate Trust and Agency Accounts | $21,178,000 | 5 |
| 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 | $4,618,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $22,372,000 | 26 |
| Number of Managed Accounts | $1,579,000 | 99 |
| Personal Trust and Agency Accounts | $34,000 | 372 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $138,000 | 181 |
| Corporate Trust and Agency Accounts | $30,000 | 31 |
| Number of managed investment management and investment advisory agency accounts | $1,308,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 124 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $20,793,000 | 16 |
| Personal Trust and Agency Accounts | $13,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 141 |
| Number non-managed other employee benefit and retirement-related accounts | $680,000 | 26 |
| Corporate Trust and Agency Accounts | $20,033,000 | 5 |
| 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 | $4,404,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $22,059,000 | 26 |
| Number of Managed Accounts | $1,494,000 | 101 |
| Personal Trust and Agency Accounts | $37,000 | 373 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $56,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $132,000 | 184 |
| Corporate Trust and Agency Accounts | $28,000 | 33 |
| Number of managed investment management and investment advisory agency accounts | $1,231,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 119 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $20,565,000 | 16 |
| Personal Trust and Agency Accounts | $10,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $72,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $1,000 | 143 |
| Number non-managed other employee benefit and retirement-related accounts | $685,000 | 26 |
| Corporate Trust and Agency Accounts | $19,797,000 | 5 |
| 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 | $4,565,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $21,057,000 | 26 |
| Number of Managed Accounts | $1,472,000 | 106 |
| Personal Trust and Agency Accounts | $37,000 | 841 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 308 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $131,000 | 212 |
| Corporate Trust and Agency Accounts | $32,000 | 48 |
| Number of managed investment management and investment advisory agency accounts | $1,201,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 293 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $19,585,000 | 16 |
| Personal Trust and Agency Accounts | $9,000 | 509 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $74,000 | 126 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 156 |
| Number non-managed other employee benefit and retirement-related accounts | $680,000 | 36 |
| Corporate Trust and Agency Accounts | $18,820,000 | 5 |
| 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 | $4,525,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $20,206,000 | 28 |
| Number of Managed Accounts | $1,506,000 | 106 |
| Personal Trust and Agency Accounts | $41,000 | 357 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 220 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $133,000 | 179 |
| Corporate Trust and Agency Accounts | $21,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $1,243,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 122 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,700,000 | 15 |
| Personal Trust and Agency Accounts | $9,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $81,000 | 105 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 113 |
| Number non-managed other employee benefit and retirement-related accounts | $681,000 | 26 |
| Corporate Trust and Agency Accounts | $17,926,000 | 5 |
| 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 | $4,905,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,923,000 | 27 |
| Number of Managed Accounts | $1,458,000 | 115 |
| Personal Trust and Agency Accounts | $43,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $63,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $126,000 | 187 |
| Corporate Trust and Agency Accounts | $19,000 | 42 |
| Number of managed investment management and investment advisory agency accounts | $1,196,000 | 51 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,465,000 | 16 |
| Personal Trust and Agency Accounts | $9,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 104 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 123 |
| Number non-managed other employee benefit and retirement-related accounts | $665,000 | 26 |
| Corporate Trust and Agency Accounts | $17,701,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,876,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,686,000 | 28 |
| Number of Managed Accounts | $1,443,000 | 114 |
| Personal Trust and Agency Accounts | $45,000 | 371 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 225 |
| Employee Benefit-defined Benefit Accounts | $61,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $124,000 | 185 |
| Corporate Trust and Agency Accounts | $21,000 | 40 |
| Number of managed investment management and investment advisory agency accounts | $1,181,000 | 50 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 139 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,243,000 | 16 |
| Personal Trust and Agency Accounts | $9,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 136 |
| Number non-managed other employee benefit and retirement-related accounts | $646,000 | 26 |
| Corporate Trust and Agency Accounts | $16,504,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,901,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $19,798,000 | 29 |
| Number of Managed Accounts | $1,947,000 | 94 |
| Personal Trust and Agency Accounts | $66,000 | 672 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 306 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $129,000 | 206 |
| Corporate Trust and Agency Accounts | $16,000 | 79 |
| Number of managed investment management and investment advisory agency accounts | $1,669,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 320 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,851,000 | 15 |
| Personal Trust and Agency Accounts | $9,000 | 538 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 155 |
| Number non-managed other employee benefit and retirement-related accounts | $684,000 | 35 |
| Corporate Trust and Agency Accounts | $17,036,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 282 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,778,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $18,954,000 | 27 |
| Number of Managed Accounts | $2,393,000 | 74 |
| Personal Trust and Agency Accounts | $125,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 223 |
| Employee Benefit-defined Benefit Accounts | $137,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $156,000 | 148 |
| Corporate Trust and Agency Accounts | $19,000 | 44 |
| Number of managed investment management and investment advisory agency accounts | $1,944,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 135 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $16,561,000 | 15 |
| Personal Trust and Agency Accounts | $1,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $120,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 124 |
| Number non-managed other employee benefit and retirement-related accounts | $685,000 | 25 |
| Corporate Trust and Agency Accounts | $15,752,000 | 6 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,901,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $12,913,000 | 38 |
| Number of Managed Accounts | $2,077,000 | 81 |
| Personal Trust and Agency Accounts | $159,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 236 |
| Employee Benefit-defined Benefit Accounts | $137,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $118,000 | 174 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $1,651,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 140 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,836,000 | 24 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $119,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $3,000 | 116 |
| Number non-managed other employee benefit and retirement-related accounts | $704,000 | 24 |
| Corporate Trust and Agency Accounts | $10,010,000 | 10 |
| 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 | $6,043,000 | 26 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $12,190,000 | 41 |
| Number of Managed Accounts | $1,639,000 | 104 |
| Personal Trust and Agency Accounts | $127,000 | 318 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 324 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $31,000 | 288 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $1,363,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 144 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,551,000 | 25 |
| Personal Trust and Agency Accounts | $12,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 342 |
| Employee Benefit-defined Benefit Accounts | $0 | 184 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
| Corporate Trust and Agency Accounts | $10,539,000 | 9 |
| 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 | $6,489,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,450,000 | 45 |
| Number of Managed Accounts | $1,636,000 | 108 |
| Personal Trust and Agency Accounts | $117,000 | 479 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 491 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $33,000 | 419 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $1,366,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 337 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,814,000 | 31 |
| Personal Trust and Agency Accounts | $13,000 | 457 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 701 |
| Employee Benefit-defined Benefit Accounts | $0 | 292 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 864 |
| Corporate Trust and Agency Accounts | $9,801,000 | 10 |
| 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 | $6,489,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,242,000 | 42 |
| Number of Managed Accounts | $1,624,000 | 107 |
| Personal Trust and Agency Accounts | $109,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 289 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $33,000 | 275 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $1,369,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 125 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,618,000 | 26 |
| Personal Trust and Agency Accounts | $22,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 334 |
| Employee Benefit-defined Benefit Accounts | $0 | 189 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 327 |
| Corporate Trust and Agency Accounts | $9,596,000 | 9 |
| 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 | $7,084,000 | 23 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,637,000 | 42 |
| Number of Managed Accounts | $2,152,000 | 80 |
| Personal Trust and Agency Accounts | $117,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,000 | 290 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $0 | 357 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $1,920,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 127 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,485,000 | 25 |
| Personal Trust and Agency Accounts | $26,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 343 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
| Corporate Trust and Agency Accounts | $9,459,000 | 9 |
| 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 | $7,191,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,428,000 | 43 |
| Number of Managed Accounts | $2,149,000 | 81 |
| Personal Trust and Agency Accounts | $119,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 279 |
| Employee Benefit-defined Benefit Accounts | $135,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $0 | 364 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $1,890,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 130 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,279,000 | 26 |
| Personal Trust and Agency Accounts | $26,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 347 |
| Employee Benefit-defined Benefit Accounts | $0 | 195 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
| Corporate Trust and Agency Accounts | $9,253,000 | 9 |
| 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 | $9,158,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,396,000 | 46 |
| Number of Managed Accounts | $2,133,000 | 88 |
| Personal Trust and Agency Accounts | $129,000 | 452 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 257 |
| Employee Benefit-defined Benefit Accounts | $154,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $0 | 809 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $1,827,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 331 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,263,000 | 27 |
| Personal Trust and Agency Accounts | $29,000 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $0 | 727 |
| Employee Benefit-defined Benefit Accounts | $0 | 304 |
| Number non-managed other employee benefit and retirement-related accounts | $0 | 880 |
| Corporate Trust and Agency Accounts | $9,234,000 | 9 |
| 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 | $12,578,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,036,000 | 44 |
| Number of Managed Accounts | $2,128,000 | 87 |
| Personal Trust and Agency Accounts | $129,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $23,000 | 216 |
| Employee Benefit-defined Benefit Accounts | $152,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $0 | 364 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $1,824,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 143 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,908,000 | 24 |
| Personal Trust and Agency Accounts | $35,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 270 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 63 |
| Number non-managed other employee benefit and retirement-related accounts | $7,000 | 283 |
| Corporate Trust and Agency Accounts | $8,801,000 | 7 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $19,000 | 78 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,219,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,097,000 | 44 |
| Number of Managed Accounts | $2,196,000 | 85 |
| Personal Trust and Agency Accounts | $111,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $156,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 193 |
| Number of other employee benefit and retirement-related accounts | $0 | 369 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $1,927,000 | 33 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 151 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,901,000 | 28 |
| Personal Trust and Agency Accounts | $37,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 220 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 39 |
| Number non-managed other employee benefit and retirement-related accounts | $22,000 | 230 |
| Corporate Trust and Agency Accounts | $8,678,000 | 8 |
| 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 | $44,000 | 58 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,137,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $11,039,000 | 46 |
| Number of Managed Accounts | $2,066,000 | 95 |
| Personal Trust and Agency Accounts | $103,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 122 |
| Employee Benefit-defined Benefit Accounts | $2,000 | 198 |
| Number of other employee benefit and retirement-related accounts | $1,000 | 367 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $1,885,000 | 34 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $0 | 156 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $8,973,000 | 26 |
| Personal Trust and Agency Accounts | $38,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 202 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 35 |
| Number non-managed other employee benefit and retirement-related accounts | $24,000 | 228 |
| Corporate Trust and Agency Accounts | $8,701,000 | 8 |
| 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 | $59,000 | 58 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,043,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,585,000 | 119 |
| Number of Managed Accounts | $2,207,000 | 95 |
| Personal Trust and Agency Accounts | $100,000 | 575 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $94,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $1,000 | 762 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $1,953,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $16,000 | 113 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $103,000 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $378,000 | 200 |
| Personal Trust and Agency Accounts | $38,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 221 |
| Employee Benefit-defined Benefit Accounts | $120,000 | 41 |
| Number non-managed other employee benefit and retirement-related accounts | $26,000 | 426 |
| Corporate Trust and Agency Accounts | $0 | 452 |
| 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 | $149,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $12,341,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $88,000 | 11 |
| # 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 | $3,004,000 | 97 |
| Number of Managed Accounts | $2,514,000 | 78 |
| Personal Trust and Agency Accounts | $156,000 | 415 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $80,000 | 143 |
| Employee Benefit-defined Benefit Accounts | $102,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $1,000 | 711 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $2,154,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $21,000 | 92 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $115,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $490,000 | 148 |
| Personal Trust and Agency Accounts | $77,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $137,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $62,000 | 64 |
| Number non-managed other employee benefit and retirement-related accounts | $34,000 | 364 |
| Corporate Trust and Agency Accounts | $0 | 450 |
| 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 | $180,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $14,181,000 | 9 |
| Fiduciary Accounts Held in Foreign Offices | $113,000 | 9 |
| # 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 |