Home > Fiduciary Trust Company International > Number of Fiduciary and Related Asset Accounts
Fiduciary Trust Company International, Number of Fiduciary and Related Asset Accounts
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $7,525,000 | 42 |
| Number of Managed Accounts | $6,809,000 | 33 |
| Personal Trust and Agency Accounts | $4,296,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $777,000 | 60 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $1,446,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | $209,000 | 32 |
| Other Fiduciary Accounts | $14,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $773,000 | 53 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $716,000 | 74 |
| Personal Trust and Agency Accounts | $534,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 258 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 301 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $108,000 | 20 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 87 |
| Other Fiduciary Accounts | $29,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,794,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $451,000 | 37 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $7,532,000 | 42 |
| Number of Managed Accounts | $6,827,000 | 33 |
| Personal Trust and Agency Accounts | $4,291,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $775,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $1,474,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $211,000 | 31 |
| Other Fiduciary Accounts | $14,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $770,000 | 51 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $705,000 | 75 |
| Personal Trust and Agency Accounts | $522,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 258 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 303 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $108,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 88 |
| Other Fiduciary Accounts | $30,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,788,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $448,000 | 40 |
| 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 | $7,591,000 | 43 |
| Number of Managed Accounts | $6,884,000 | 32 |
| Personal Trust and Agency Accounts | $4,325,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 99 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 47 |
| Number of other employee benefit and retirement-related accounts | $774,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $1,494,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $215,000 | 32 |
| Other Fiduciary Accounts | $14,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $769,000 | 51 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,412,000 | 13 |
| Number of Non-Managed Accounts | $707,000 | 84 |
| Personal Trust and Agency Accounts | $524,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 373 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 613 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $98,000 | 23 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 116 |
| Other Fiduciary Accounts | $40,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,850,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $450,000 | 46 |
| 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 | $7,661,000 | 40 |
| Number of Managed Accounts | $7,103,000 | 30 |
| Personal Trust and Agency Accounts | $4,443,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 94 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $785,000 | 54 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,582,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | $216,000 | 32 |
| Other Fiduciary Accounts | $14,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $781,000 | 49 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $558,000 | 87 |
| Personal Trust and Agency Accounts | $474,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 262 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 296 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
| Other Fiduciary Accounts | $42,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,853,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $442,000 | 39 |
| 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 | $7,448,000 | 40 |
| Number of Managed Accounts | $6,896,000 | 30 |
| Personal Trust and Agency Accounts | $4,317,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $780,000 | 53 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,502,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $215,000 | 32 |
| Other Fiduciary Accounts | $14,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $776,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $552,000 | 87 |
| Personal Trust and Agency Accounts | $467,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 265 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 296 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
| Other Fiduciary Accounts | $44,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,856,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $415,000 | 40 |
| 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 | $7,522,000 | 42 |
| Number of Managed Accounts | $6,913,000 | 31 |
| Personal Trust and Agency Accounts | $4,338,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $772,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,500,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $223,000 | 31 |
| Other Fiduciary Accounts | $14,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $768,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $609,000 | 85 |
| Personal Trust and Agency Accounts | $472,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 271 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 36 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 297 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $97,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,864,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $416,000 | 41 |
| 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 | $7,474,000 | 41 |
| Number of Managed Accounts | $6,869,000 | 30 |
| Personal Trust and Agency Accounts | $4,309,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $776,000 | 49 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $1,480,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | $227,000 | 31 |
| Other Fiduciary Accounts | $14,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $771,000 | 46 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,130,000 | 17 |
| Number of Non-Managed Accounts | $605,000 | 95 |
| Personal Trust and Agency Accounts | $468,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 398 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 34 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 626 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
| Other Fiduciary Accounts | $97,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,873,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $416,000 | 48 |
| 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 | $7,389,000 | 39 |
| Number of Managed Accounts | $6,808,000 | 30 |
| Personal Trust and Agency Accounts | $4,268,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 89 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $759,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $1,484,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $221,000 | 30 |
| Other Fiduciary Accounts | $14,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $753,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $581,000 | 87 |
| Personal Trust and Agency Accounts | $434,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 262 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 278 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $120,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,827,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $455,000 | 35 |
| 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 | $7,342,000 | 40 |
| Number of Managed Accounts | $6,756,000 | 29 |
| Personal Trust and Agency Accounts | $4,250,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $752,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $1,456,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $223,000 | 30 |
| Other Fiduciary Accounts | $14,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $746,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $586,000 | 87 |
| Personal Trust and Agency Accounts | $436,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 265 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 280 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
| Other Fiduciary Accounts | $123,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,862,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $454,000 | 36 |
| 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 | $7,304,000 | 41 |
| Number of Managed Accounts | $6,723,000 | 28 |
| Personal Trust and Agency Accounts | $4,217,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $38,000 | 90 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $746,000 | 45 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $1,458,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $226,000 | 30 |
| Other Fiduciary Accounts | $14,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $739,000 | 42 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $581,000 | 89 |
| Personal Trust and Agency Accounts | $430,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 267 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 43 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 287 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $123,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,712,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $429,000 | 39 |
| 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 | $7,242,000 | 40 |
| Number of Managed Accounts | $6,695,000 | 27 |
| Personal Trust and Agency Accounts | $4,203,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $738,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $1,462,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | $222,000 | 29 |
| Other Fiduciary Accounts | $14,000 | 53 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $731,000 | 42 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,644,000 | 18 |
| Number of Non-Managed Accounts | $547,000 | 99 |
| Personal Trust and Agency Accounts | $396,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 422 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 45 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 640 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
| Other Fiduciary Accounts | $123,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,717,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $430,000 | 50 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,954,000 | 40 |
| Number of Managed Accounts | $6,482,000 | 27 |
| Personal Trust and Agency Accounts | $4,063,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 100 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $714,000 | 49 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $1,413,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | $220,000 | 28 |
| Other Fiduciary Accounts | $14,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $707,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $472,000 | 93 |
| Personal Trust and Agency Accounts | $325,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 262 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 278 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
| Other Fiduciary Accounts | $121,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,701,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $422,000 | 41 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,849,000 | 41 |
| Number of Managed Accounts | $6,381,000 | 29 |
| Personal Trust and Agency Accounts | $3,980,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 106 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $705,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $1,398,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $221,000 | 25 |
| Other Fiduciary Accounts | $18,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $18,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $698,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $468,000 | 95 |
| Personal Trust and Agency Accounts | $319,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 263 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 282 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
| Other Fiduciary Accounts | $123,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,672,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $411,000 | 42 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,804,000 | 43 |
| Number of Managed Accounts | $6,344,000 | 30 |
| Personal Trust and Agency Accounts | $3,953,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 107 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $696,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $1,394,000 | 40 |
| Number of foundation and endowment trust and agency accounts, managed assets | $224,000 | 26 |
| Other Fiduciary Accounts | $18,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $689,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $460,000 | 96 |
| Personal Trust and Agency Accounts | $309,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 261 |
| Employee Benefit-defined Benefit Accounts | $22,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 277 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
| Other Fiduciary Accounts | $125,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,652,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $407,000 | 39 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,672,000 | 44 |
| Number of Managed Accounts | $6,220,000 | 30 |
| Personal Trust and Agency Accounts | $3,864,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 119 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $683,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $1,383,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | $210,000 | 26 |
| Other Fiduciary Accounts | $18,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $676,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,289,000 | 22 |
| Number of Non-Managed Accounts | $452,000 | 116 |
| Personal Trust and Agency Accounts | $302,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 431 |
| Employee Benefit-defined Benefit Accounts | $21,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 641 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
| Other Fiduciary Accounts | $125,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,711,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $413,000 | 49 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,601,000 | 45 |
| Number of Managed Accounts | $6,169,000 | 31 |
| Personal Trust and Agency Accounts | $3,836,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 112 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $669,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $1,373,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $213,000 | 27 |
| Other Fiduciary Accounts | $18,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $661,000 | 48 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $432,000 | 102 |
| Personal Trust and Agency Accounts | $278,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 265 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 286 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
| Other Fiduciary Accounts | $127,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,721,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $402,000 | 38 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,594,000 | 46 |
| Number of Managed Accounts | $6,169,000 | 32 |
| Personal Trust and Agency Accounts | $3,824,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 34 |
| Number of other employee benefit and retirement-related accounts | $670,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $1,384,000 | 44 |
| Number of foundation and endowment trust and agency accounts, managed assets | $215,000 | 24 |
| Other Fiduciary Accounts | $18,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $662,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $425,000 | 104 |
| Personal Trust and Agency Accounts | $270,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000 | 266 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 291 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
| Other Fiduciary Accounts | $127,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,746,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $401,000 | 37 |
| 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 | $6,535,000 | 46 |
| Number of Managed Accounts | $6,110,000 | 30 |
| Personal Trust and Agency Accounts | $3,772,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 35 |
| Number of other employee benefit and retirement-related accounts | $663,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $1,390,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | $210,000 | 25 |
| Other Fiduciary Accounts | $18,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $655,000 | 47 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $425,000 | 107 |
| Personal Trust and Agency Accounts | $269,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,000 | 251 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 295 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $128,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,753,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $403,000 | 38 |
| 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 | $6,465,000 | 48 |
| Number of Managed Accounts | $6,049,000 | 31 |
| Personal Trust and Agency Accounts | $3,712,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $27,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $666,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $1,390,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | $208,000 | 23 |
| Other Fiduciary Accounts | $17,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $657,000 | 43 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,937,000 | 26 |
| Number of Non-Managed Accounts | $416,000 | 130 |
| Personal Trust and Agency Accounts | $255,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,000 | 315 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 48 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 656 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
| Other Fiduciary Accounts | $129,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,770,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $409,000 | 50 |
| 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 | $6,271,000 | 46 |
| Number of Managed Accounts | $5,858,000 | 30 |
| Personal Trust and Agency Accounts | $3,588,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 39 |
| Number of other employee benefit and retirement-related accounts | $641,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $1,358,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | $204,000 | 23 |
| Other Fiduciary Accounts | $11,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $23,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $632,000 | 44 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $413,000 | 115 |
| Personal Trust and Agency Accounts | $226,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $8,000 | 204 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 46 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 279 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
| Other Fiduciary Accounts | $152,000 | 22 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,720,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $384,000 | 43 |
| 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 | $6,289,000 | 47 |
| Number of Managed Accounts | $5,859,000 | 30 |
| Personal Trust and Agency Accounts | $3,591,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 116 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $632,000 | 48 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $1,363,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | $205,000 | 23 |
| Other Fiduciary Accounts | $13,000 | 43 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $28,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $624,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $430,000 | 112 |
| Personal Trust and Agency Accounts | $239,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 47 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 282 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
| Other Fiduciary Accounts | $154,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,719,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $387,000 | 41 |
| 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 | $6,159,000 | 47 |
| Number of Managed Accounts | $5,728,000 | 30 |
| Personal Trust and Agency Accounts | $3,520,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 114 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 44 |
| Number of other employee benefit and retirement-related accounts | $600,000 | 47 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $1,341,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | $201,000 | 22 |
| Other Fiduciary Accounts | $12,000 | 44 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $592,000 | 41 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $431,000 | 117 |
| Personal Trust and Agency Accounts | $232,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $23,000 | 49 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 277 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
| Other Fiduciary Accounts | $162,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,806,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $407,000 | 37 |
| 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 | $6,044,000 | 53 |
| Number of Managed Accounts | $5,623,000 | 33 |
| Personal Trust and Agency Accounts | $3,443,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $25,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $582,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $1,336,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | $196,000 | 25 |
| Other Fiduciary Accounts | $10,000 | 74 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $573,000 | 45 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,745,000 | 27 |
| Number of Non-Managed Accounts | $421,000 | 144 |
| Personal Trust and Agency Accounts | $231,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 255 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 634 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
| Other Fiduciary Accounts | $158,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,899,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $428,000 | 50 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,936,000 | 52 |
| Number of Managed Accounts | $5,511,000 | 33 |
| Personal Trust and Agency Accounts | $3,395,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 115 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $562,000 | 53 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $1,486,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $13,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $31,000 | 7 |
| 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 | $425,000 | 117 |
| Personal Trust and Agency Accounts | $232,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 188 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 53 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 262 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| 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 | $158,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,918,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,891,000 | 53 |
| Number of Managed Accounts | $5,472,000 | 36 |
| Personal Trust and Agency Accounts | $3,347,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 118 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $562,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $1,495,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $13,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $30,000 | 7 |
| 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 | $419,000 | 119 |
| Personal Trust and Agency Accounts | $225,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 192 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 54 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 267 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| 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 | $159,000 | 27 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,965,000 | 32 |
| 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 | $5,797,000 | 53 |
| Number of Managed Accounts | $5,404,000 | 35 |
| Personal Trust and Agency Accounts | $3,297,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $551,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $1,483,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $16,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $30,000 | 7 |
| 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 | $393,000 | 124 |
| Personal Trust and Agency Accounts | $212,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 191 |
| Employee Benefit-defined Benefit Accounts | $17,000 | 55 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 273 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| 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 | $145,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,000,000 | 33 |
| 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 | $5,747,000 | 54 |
| Number of Managed Accounts | $5,390,000 | 35 |
| Personal Trust and Agency Accounts | $3,290,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 45 |
| Number of other employee benefit and retirement-related accounts | $546,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $1,479,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 61 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $30,000 | 6 |
| 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 | $357,000 | 163 |
| Personal Trust and Agency Accounts | $189,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $15,000 | 246 |
| Employee Benefit-defined Benefit Accounts | $16,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 650 |
| Corporate Trust and Agency Accounts | $0 | 375 |
| 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 | $133,000 | 41 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,039,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,305,000 | 54 |
| Number of Managed Accounts | $5,094,000 | 37 |
| Personal Trust and Agency Accounts | $3,113,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $29,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $501,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $1,408,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $16,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $34,000 | 6 |
| 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 | $211,000 | 164 |
| Personal Trust and Agency Accounts | $145,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 217 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 65 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 288 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| 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 | $40,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,763,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,260,000 | 56 |
| Number of Managed Accounts | $5,066,000 | 38 |
| Personal Trust and Agency Accounts | $3,091,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 133 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $491,000 | 60 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $1,410,000 | 49 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $16,000 | 51 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $33,000 | 7 |
| 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 | $194,000 | 176 |
| Personal Trust and Agency Accounts | $128,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 221 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 71 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 294 |
| Corporate Trust and Agency Accounts | $0 | 177 |
| 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 | $40,000 | 46 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,787,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,187,000 | 56 |
| Number of Managed Accounts | $5,019,000 | 37 |
| Personal Trust and Agency Accounts | $3,060,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 129 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 37 |
| Number of other employee benefit and retirement-related accounts | $471,000 | 61 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $1,410,000 | 48 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $16,000 | 54 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $33,000 | 6 |
| 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 | $168,000 | 181 |
| Personal Trust and Agency Accounts | $109,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 224 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 71 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 295 |
| Corporate Trust and Agency Accounts | $0 | 179 |
| 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 | $32,000 | 53 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,828,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,129,000 | 59 |
| Number of Managed Accounts | $4,974,000 | 38 |
| Personal Trust and Agency Accounts | $3,047,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $460,000 | 64 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $1,388,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $16,000 | 82 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $33,000 | 6 |
| 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 | $155,000 | 274 |
| Personal Trust and Agency Accounts | $93,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 308 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 77 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 667 |
| Corporate Trust and Agency Accounts | $0 | 389 |
| 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 | $36,000 | 70 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,903,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,106,000 | 56 |
| Number of Managed Accounts | $4,955,000 | 40 |
| Personal Trust and Agency Accounts | $3,040,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 132 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $452,000 | 60 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $1,381,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $16,000 | 56 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $33,000 | 6 |
| 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 | $151,000 | 184 |
| Personal Trust and Agency Accounts | $89,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 226 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 73 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 284 |
| Corporate Trust and Agency Accounts | $0 | 189 |
| 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 | $36,000 | 48 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,913,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,083,000 | 59 |
| Number of Managed Accounts | $4,938,000 | 40 |
| Personal Trust and Agency Accounts | $3,024,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 137 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 40 |
| Number of other employee benefit and retirement-related accounts | $449,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $1,378,000 | 46 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $19,000 | 49 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $34,000 | 6 |
| 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 | $145,000 | 201 |
| Personal Trust and Agency Accounts | $81,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $10,000 | 234 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 76 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 288 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| 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 | $38,000 | 45 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,911,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,118,000 | 57 |
| Number of Managed Accounts | $4,967,000 | 39 |
| Personal Trust and Agency Accounts | $3,038,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 140 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 41 |
| Number of other employee benefit and retirement-related accounts | $444,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $1,398,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $18,000 | 53 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $34,000 | 7 |
| 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 | $151,000 | 197 |
| Personal Trust and Agency Accounts | $76,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 227 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 74 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 293 |
| Corporate Trust and Agency Accounts | $0 | 190 |
| 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 | $47,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,964,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,095,000 | 60 |
| Number of Managed Accounts | $4,952,000 | 37 |
| Personal Trust and Agency Accounts | $3,034,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 162 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 46 |
| Number of other employee benefit and retirement-related accounts | $438,000 | 62 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $1,392,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $19,000 | 66 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $43,000 | 7 |
| 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 | $143,000 | 294 |
| Personal Trust and Agency Accounts | $70,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 311 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 87 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 667 |
| Corporate Trust and Agency Accounts | $0 | 403 |
| 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 | $45,000 | 61 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,049,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,104,000 | 61 |
| Number of Managed Accounts | $4,958,000 | 39 |
| Personal Trust and Agency Accounts | $3,045,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $34,000 | 135 |
| Employee Benefit-defined Benefit Accounts | $42,000 | 42 |
| Number of other employee benefit and retirement-related accounts | $440,000 | 65 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $1,396,000 | 47 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,000 | 112 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $48,000 | 7 |
| 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 | $146,000 | 206 |
| Personal Trust and Agency Accounts | $68,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 241 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 80 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 282 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| 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 | $51,000 | 42 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,254,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,201,000 | 59 |
| Number of Managed Accounts | $5,056,000 | 39 |
| Personal Trust and Agency Accounts | $3,062,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 136 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 52 |
| Number of other employee benefit and retirement-related accounts | $444,000 | 64 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $1,453,000 | 45 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $31,000 | 42 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $51,000 | 7 |
| 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 | $145,000 | 213 |
| Personal Trust and Agency Accounts | $60,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 222 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 89 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 291 |
| Corporate Trust and Agency Accounts | $0 | 194 |
| 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 | $53,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,519,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,420,000 | 56 |
| Number of Managed Accounts | $5,270,000 | 39 |
| Personal Trust and Agency Accounts | $3,266,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $35,000 | 139 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $442,000 | 63 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $1,466,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $28,000 | 45 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $48,000 | 8 |
| 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 | $150,000 | 212 |
| Personal Trust and Agency Accounts | $58,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,000 | 220 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 87 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 287 |
| Corporate Trust and Agency Accounts | $0 | 196 |
| 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 | 47 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,405,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,642,000 | 58 |
| Number of Managed Accounts | $5,327,000 | 42 |
| Personal Trust and Agency Accounts | $3,312,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 174 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $448,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $1,470,000 | 43 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $31,000 | 54 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $50,000 | 8 |
| 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 | $315,000 | 182 |
| Personal Trust and Agency Accounts | $53,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $16,000 | 286 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 100 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 679 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| 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 | $230,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,493,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,483,000 | 56 |
| Number of Managed Accounts | $5,309,000 | 39 |
| Personal Trust and Agency Accounts | $3,277,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 156 |
| Employee Benefit-defined Benefit Accounts | $44,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $439,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $1,484,000 | 42 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $34,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $50,000 | 8 |
| 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 | $174,000 | 198 |
| Personal Trust and Agency Accounts | $49,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 60 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 276 |
| Corporate Trust and Agency Accounts | $0 | 200 |
| 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 | $64,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,451,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,434,000 | 56 |
| Number of Managed Accounts | $5,298,000 | 39 |
| Personal Trust and Agency Accounts | $3,259,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $30,000 | 158 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $436,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $1,489,000 | 41 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $43,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $54,000 | 8 |
| 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 | $136,000 | 222 |
| Personal Trust and Agency Accounts | $43,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $12,000 | 240 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 81 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 292 |
| Corporate Trust and Agency Accounts | $0 | 207 |
| 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 | $64,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,068,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,448,000 | 60 |
| Number of Managed Accounts | $5,318,000 | 40 |
| Personal Trust and Agency Accounts | $3,269,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 169 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $430,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $1,507,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $44,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $58,000 | 8 |
| 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 | $130,000 | 230 |
| Personal Trust and Agency Accounts | $40,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 226 |
| Employee Benefit-defined Benefit Accounts | $13,000 | 82 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 293 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| 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 | 47 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,967,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,435,000 | 67 |
| Number of Managed Accounts | $5,317,000 | 42 |
| Personal Trust and Agency Accounts | $3,267,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $26,000 | 215 |
| Employee Benefit-defined Benefit Accounts | $34,000 | 51 |
| Number of other employee benefit and retirement-related accounts | $432,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $1,545,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $13,000 | 105 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $61,000 | 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 | $118,000 | 370 |
| Personal Trust and Agency Accounts | $41,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 310 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 104 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 681 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| 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 | $49,000 | 74 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,867,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,414,000 | 61 |
| Number of Managed Accounts | $5,297,000 | 41 |
| Personal Trust and Agency Accounts | $3,256,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $433,000 | 59 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $1,522,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $30,000 | 46 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $65,000 | 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 | $117,000 | 240 |
| Personal Trust and Agency Accounts | $41,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 241 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 86 |
| Number non-managed other employee benefit and retirement-related accounts | $4,000 | 284 |
| Corporate Trust and Agency Accounts | $0 | 201 |
| 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 | $50,000 | 47 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,786,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,405,000 | 62 |
| Number of Managed Accounts | $5,305,000 | 40 |
| Personal Trust and Agency Accounts | $3,264,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $27,000 | 181 |
| Employee Benefit-defined Benefit Accounts | $26,000 | 58 |
| Number of other employee benefit and retirement-related accounts | $431,000 | 58 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $1,520,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $37,000 | 40 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $63,000 | 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 | $100,000 | 258 |
| Personal Trust and Agency Accounts | $40,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 254 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 86 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 285 |
| Corporate Trust and Agency Accounts | $0 | 206 |
| 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 | $33,000 | 56 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,866,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,415,000 | 63 |
| Number of Managed Accounts | $5,311,000 | 41 |
| Personal Trust and Agency Accounts | $3,247,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 175 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 55 |
| Number of other employee benefit and retirement-related accounts | $429,000 | 55 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $1,519,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $59,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $85,000 | 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 | $104,000 | 259 |
| Personal Trust and Agency Accounts | $40,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 247 |
| Employee Benefit-defined Benefit Accounts | $11,000 | 89 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 284 |
| Corporate Trust and Agency Accounts | $0 | 205 |
| 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 | $35,000 | 57 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,812,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,353,000 | 72 |
| Number of Managed Accounts | $5,258,000 | 45 |
| Personal Trust and Agency Accounts | $3,102,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 211 |
| Employee Benefit-defined Benefit Accounts | $41,000 | 50 |
| Number of other employee benefit and retirement-related accounts | $425,000 | 57 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $1,534,000 | 39 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $125,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $152,000 | 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 | $95,000 | 446 |
| Personal Trust and Agency Accounts | $35,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $11,000 | 353 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 114 |
| Number non-managed other employee benefit and retirement-related accounts | $5,000 | 674 |
| Corporate Trust and Agency Accounts | $0 | 460 |
| 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 | $35,000 | 87 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,820,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,423,000 | 67 |
| Number of Managed Accounts | $5,322,000 | 44 |
| Personal Trust and Agency Accounts | $3,064,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 196 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 49 |
| Number of other employee benefit and retirement-related accounts | $435,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $1,566,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $185,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $226,000 | 8 |
| 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 | $101,000 | 270 |
| Personal Trust and Agency Accounts | $35,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $14,000 | 251 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 105 |
| Number non-managed other employee benefit and retirement-related accounts | $6,000 | 290 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| 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 | $36,000 | 66 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,900,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,484,000 | 67 |
| Number of Managed Accounts | $5,383,000 | 43 |
| Personal Trust and Agency Accounts | $3,063,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 201 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $444,000 | 53 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $1,607,000 | 37 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $200,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $253,000 | 7 |
| 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 | $101,000 | 278 |
| Personal Trust and Agency Accounts | $37,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $13,000 | 256 |
| Employee Benefit-defined Benefit Accounts | $12,000 | 92 |
| Number non-managed other employee benefit and retirement-related accounts | $2,000 | 320 |
| Corporate Trust and Agency Accounts | $0 | 211 |
| 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 | $37,000 | 69 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,104,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,978,000 | 65 |
| Number of Managed Accounts | $5,753,000 | 44 |
| Personal Trust and Agency Accounts | $3,268,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $43,000 | 171 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $468,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $1,721,000 | 35 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $207,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $270,000 | 6 |
| 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 | $225,000 | 209 |
| Personal Trust and Agency Accounts | $44,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 229 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 99 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 275 |
| Corporate Trust and Agency Accounts | $0 | 216 |
| 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 | $140,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,915,000 | 22 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,806,000 | 68 |
| Number of Managed Accounts | $5,578,000 | 47 |
| Personal Trust and Agency Accounts | $3,167,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $39,000 | 217 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 48 |
| Number of other employee benefit and retirement-related accounts | $447,000 | 53 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $1,671,000 | 36 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $207,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $272,000 | 8 |
| 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 | $228,000 | 271 |
| Personal Trust and Agency Accounts | $47,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 280 |
| Employee Benefit-defined Benefit Accounts | $10,000 | 117 |
| Number non-managed other employee benefit and retirement-related accounts | $9,000 | 600 |
| 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 | $140,000 | 45 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $5,657,000 | 25 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $6,076,000 | 61 |
| Number of Managed Accounts | $5,868,000 | 42 |
| Personal Trust and Agency Accounts | $3,274,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 212 |
| Employee Benefit-defined Benefit Accounts | $64,000 | 43 |
| Number of other employee benefit and retirement-related accounts | $438,000 | 51 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $1,864,000 | 32 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $186,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $265,000 | 6 |
| 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 | $208,000 | 278 |
| Personal Trust and Agency Accounts | $42,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $22,000 | 285 |
| Employee Benefit-defined Benefit Accounts | $9,000 | 121 |
| Number non-managed other employee benefit and retirement-related accounts | $3,000 | 687 |
| 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 | $132,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $6,175,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |