Home > Fifth Third Bank > Number of Fiduciary and Related Asset Accounts
Fifth Third Bank, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $26,584,000 | 25 |
| Number of Managed Accounts | $25,948,000 | 15 |
| Personal Trust and Agency Accounts | $4,437,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $143,000 | 66 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $10,026,000 | 19 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $10,590,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $647,000 | 14 |
| Other Fiduciary Accounts | $58,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,981,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $636,000 | 80 |
| Personal Trust and Agency Accounts | $154,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $239,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $158,000 | 98 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 87 |
| Other Fiduciary Accounts | $41,000 | 39 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,219,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $130,000 | 135 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,003,000 | 24 |
| Number of Managed Accounts | $26,337,000 | 15 |
| Personal Trust and Agency Accounts | $4,532,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $148,000 | 61 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $10,071,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $10,700,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $667,000 | 13 |
| Other Fiduciary Accounts | $173,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,033,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $666,000 | 73 |
| Personal Trust and Agency Accounts | $154,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $242,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 66 |
| Number non-managed other employee benefit and retirement-related accounts | $168,000 | 45 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 94 |
| Other Fiduciary Accounts | $62,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,189,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $139,000 | 98 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,306,000 | 23 |
| Number of Managed Accounts | $26,608,000 | 14 |
| Personal Trust and Agency Accounts | $4,614,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $153,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $46,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $9,935,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $10,652,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $669,000 | 13 |
| Other Fiduciary Accounts | $539,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,895,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $698,000 | 76 |
| Personal Trust and Agency Accounts | $146,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $247,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 68 |
| Number non-managed other employee benefit and retirement-related accounts | $167,000 | 82 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 179 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
| Other Fiduciary Accounts | $92,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,181,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $141,000 | 110 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,809,000 | 26 |
| Number of Managed Accounts | $27,072,000 | 15 |
| Personal Trust and Agency Accounts | $4,662,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $161,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $47,000 | 21 |
| Number of other employee benefit and retirement-related accounts | $9,769,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $10,621,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $672,000 | 13 |
| Other Fiduciary Accounts | $1,140,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,729,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $737,000 | 73 |
| Personal Trust and Agency Accounts | $143,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $255,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $38,000 | 27 |
| Number non-managed other employee benefit and retirement-related accounts | $176,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 118 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 69 |
| Other Fiduciary Accounts | $116,000 | 18 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,214,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $149,000 | 63 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,901,000 | 26 |
| Number of Managed Accounts | $27,139,000 | 15 |
| Personal Trust and Agency Accounts | $4,660,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $158,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $49,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $9,672,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $10,556,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $659,000 | 14 |
| Other Fiduciary Accounts | $1,385,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,634,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $762,000 | 77 |
| Personal Trust and Agency Accounts | $142,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $267,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $180,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 174 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 79 |
| Other Fiduciary Accounts | $127,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,163,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $150,000 | 95 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $28,197,000 | 26 |
| Number of Managed Accounts | $27,329,000 | 15 |
| Personal Trust and Agency Accounts | $4,714,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $160,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $9,717,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $10,599,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $660,000 | 14 |
| Other Fiduciary Accounts | $1,422,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,677,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $868,000 | 67 |
| Personal Trust and Agency Accounts | $145,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $361,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $39,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $195,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 121 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 71 |
| Other Fiduciary Accounts | $119,000 | 17 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,178,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $158,000 | 64 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $28,345,000 | 24 |
| Number of Managed Accounts | $27,462,000 | 15 |
| Personal Trust and Agency Accounts | $4,767,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $68,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $9,739,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $10,647,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $655,000 | 13 |
| Other Fiduciary Accounts | $1,416,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,700,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $883,000 | 58 |
| Personal Trust and Agency Accounts | $127,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $380,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 27 |
| Number non-managed other employee benefit and retirement-related accounts | $208,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 124 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 67 |
| Other Fiduciary Accounts | $119,000 | 17 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,166,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $171,000 | 66 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $28,357,000 | 24 |
| Number of Managed Accounts | $27,473,000 | 15 |
| Personal Trust and Agency Accounts | $4,800,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $172,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $67,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $9,716,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $10,663,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $658,000 | 13 |
| Other Fiduciary Accounts | $1,397,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,676,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $884,000 | 57 |
| Personal Trust and Agency Accounts | $134,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $371,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 27 |
| Number non-managed other employee benefit and retirement-related accounts | $215,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 102 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 61 |
| Other Fiduciary Accounts | $118,000 | 18 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,174,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $178,000 | 56 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $28,113,000 | 23 |
| Number of Managed Accounts | $27,245,000 | 15 |
| Personal Trust and Agency Accounts | $4,788,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $142,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $9,644,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $10,550,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $657,000 | 14 |
| Other Fiduciary Accounts | $1,390,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,607,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $868,000 | 57 |
| Personal Trust and Agency Accounts | $136,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $353,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $221,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 166 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 71 |
| Other Fiduciary Accounts | $114,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,159,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $185,000 | 81 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,768,000 | 24 |
| Number of Managed Accounts | $26,881,000 | 15 |
| Personal Trust and Agency Accounts | $4,808,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $159,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $76,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $9,492,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $10,321,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $653,000 | 13 |
| Other Fiduciary Accounts | $1,372,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,455,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $887,000 | 56 |
| Personal Trust and Agency Accounts | $134,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $365,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $37,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $228,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 110 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 61 |
| Other Fiduciary Accounts | $114,000 | 19 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,148,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $189,000 | 52 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,544,000 | 25 |
| Number of Managed Accounts | $26,643,000 | 15 |
| Personal Trust and Agency Accounts | $4,847,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $162,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $78,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $9,410,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $10,135,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $657,000 | 13 |
| Other Fiduciary Accounts | $1,354,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,371,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $901,000 | 56 |
| Personal Trust and Agency Accounts | $137,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $385,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $225,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 123 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 83 |
| Other Fiduciary Accounts | $111,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,127,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $186,000 | 63 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,471,000 | 25 |
| Number of Managed Accounts | $26,553,000 | 15 |
| Personal Trust and Agency Accounts | $4,931,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $9,328,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $10,044,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $657,000 | 13 |
| Other Fiduciary Accounts | $1,341,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,289,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $918,000 | 58 |
| Personal Trust and Agency Accounts | $135,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $398,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $231,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 109 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 75 |
| Other Fiduciary Accounts | $110,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,156,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $191,000 | 55 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,242,000 | 26 |
| Number of Managed Accounts | $26,258,000 | 15 |
| Personal Trust and Agency Accounts | $4,955,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $169,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $9,173,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $9,873,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $670,000 | 13 |
| Other Fiduciary Accounts | $1,332,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,137,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $984,000 | 60 |
| Personal Trust and Agency Accounts | $133,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $420,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $35,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $275,000 | 43 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 176 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 88 |
| Other Fiduciary Accounts | $113,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,174,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $197,000 | 79 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,437,000 | 26 |
| Number of Managed Accounts | $26,452,000 | 15 |
| Personal Trust and Agency Accounts | $5,557,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $247,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $91,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $8,928,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $9,643,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $636,000 | 12 |
| Other Fiduciary Accounts | $1,350,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,879,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $985,000 | 56 |
| Personal Trust and Agency Accounts | $246,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $348,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $32,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $239,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 116 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 93 |
| Other Fiduciary Accounts | $113,000 | 20 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,132,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $203,000 | 56 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,120,000 | 26 |
| Number of Managed Accounts | $26,128,000 | 15 |
| Personal Trust and Agency Accounts | $5,639,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $251,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $8,642,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $9,526,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $618,000 | 12 |
| Other Fiduciary Accounts | $1,342,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,593,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $992,000 | 57 |
| Personal Trust and Agency Accounts | $251,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $347,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $36,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $246,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 129 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 102 |
| Other Fiduciary Accounts | $105,000 | 21 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,160,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $210,000 | 61 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,001,000 | 26 |
| Number of Managed Accounts | $26,003,000 | 14 |
| Personal Trust and Agency Accounts | $5,688,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $261,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $8,500,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $9,483,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $614,000 | 12 |
| Other Fiduciary Accounts | $1,353,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,448,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $998,000 | 58 |
| Personal Trust and Agency Accounts | $273,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $352,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $28,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $252,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 95 |
| Other Fiduciary Accounts | $92,000 | 25 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,181,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $212,000 | 58 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $26,630,000 | 26 |
| Number of Managed Accounts | $25,511,000 | 14 |
| Personal Trust and Agency Accounts | $5,722,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $8,244,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $9,322,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $609,000 | 12 |
| Other Fiduciary Accounts | $1,333,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $8,201,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $1,119,000 | 57 |
| Personal Trust and Agency Accounts | $274,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $456,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $266,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
| Other Fiduciary Accounts | $92,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,200,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $219,000 | 76 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $26,259,000 | 25 |
| Number of Managed Accounts | $25,128,000 | 14 |
| Personal Trust and Agency Accounts | $5,785,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $184,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $117,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $7,997,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $9,147,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $603,000 | 14 |
| Other Fiduciary Accounts | $1,295,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,812,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,131,000 | 54 |
| Personal Trust and Agency Accounts | $278,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $461,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 30 |
| Number non-managed other employee benefit and retirement-related accounts | $270,000 | 36 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
| Other Fiduciary Accounts | $91,000 | 23 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,213,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $218,000 | 54 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $25,865,000 | 25 |
| Number of Managed Accounts | $24,727,000 | 13 |
| Personal Trust and Agency Accounts | $5,825,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $182,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $7,716,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $9,002,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | $620,000 | 13 |
| Other Fiduciary Accounts | $1,270,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,532,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,138,000 | 56 |
| Personal Trust and Agency Accounts | $281,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $465,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 29 |
| Number non-managed other employee benefit and retirement-related accounts | $273,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
| Other Fiduciary Accounts | $87,000 | 26 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,170,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $226,000 | 59 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $24,068,000 | 26 |
| Number of Managed Accounts | $22,958,000 | 14 |
| Personal Trust and Agency Accounts | $5,375,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $150,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $7,189,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $8,255,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | $611,000 | 13 |
| Other Fiduciary Accounts | $1,306,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $7,006,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,110,000 | 59 |
| Personal Trust and Agency Accounts | $292,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $461,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $30,000 | 33 |
| Number non-managed other employee benefit and retirement-related accounts | $253,000 | 43 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 111 |
| Other Fiduciary Accounts | $73,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,081,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $206,000 | 62 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $23,911,000 | 26 |
| Number of Managed Accounts | $22,790,000 | 15 |
| Personal Trust and Agency Accounts | $5,411,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $153,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $6,966,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $8,178,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $616,000 | 14 |
| Other Fiduciary Accounts | $1,392,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,783,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $1,121,000 | 60 |
| Personal Trust and Agency Accounts | $290,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $468,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 32 |
| Number non-managed other employee benefit and retirement-related accounts | $261,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 129 |
| Other Fiduciary Accounts | $70,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,100,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $210,000 | 81 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $23,058,000 | 25 |
| Number of Managed Accounts | $21,934,000 | 16 |
| Personal Trust and Agency Accounts | $5,365,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $152,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $6,587,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $7,746,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $594,000 | 15 |
| Other Fiduciary Accounts | $1,416,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,539,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,124,000 | 60 |
| Personal Trust and Agency Accounts | $295,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $473,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $31,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $265,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 105 |
| Other Fiduciary Accounts | $59,000 | 28 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,069,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $216,000 | 60 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $22,743,000 | 24 |
| Number of Managed Accounts | $21,616,000 | 15 |
| Personal Trust and Agency Accounts | $5,391,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $154,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $80,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $6,312,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $7,647,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $592,000 | 15 |
| Other Fiduciary Accounts | $1,440,000 | 2 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,265,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,127,000 | 60 |
| Personal Trust and Agency Accounts | $299,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $472,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $33,000 | 31 |
| Number non-managed other employee benefit and retirement-related accounts | $273,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 106 |
| Other Fiduciary Accounts | $49,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,032,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $223,000 | 60 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $22,596,000 | 25 |
| Number of Managed Accounts | $21,439,000 | 15 |
| Personal Trust and Agency Accounts | $5,498,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $164,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $82,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $6,099,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $7,556,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | $594,000 | 15 |
| Other Fiduciary Accounts | $1,446,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,051,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,157,000 | 60 |
| Personal Trust and Agency Accounts | $299,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $480,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $40,000 | 28 |
| Number non-managed other employee benefit and retirement-related accounts | $282,000 | 43 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 104 |
| Other Fiduciary Accounts | $55,000 | 29 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,088,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $230,000 | 59 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,385,000 | 24 |
| Number of Managed Accounts | $25,947,000 | 13 |
| Personal Trust and Agency Accounts | $6,061,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $237,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $164,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,855,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $9,594,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,562,000 | 9 |
| Other Fiduciary Accounts | $1,474,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,855,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $10,000 | 43 |
| Number of Non-Managed Accounts | $1,438,000 | 55 |
| Personal Trust and Agency Accounts | $327,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $591,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $105,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $252,000 | 56 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 31 |
| Other Fiduciary Accounts | $142,000 | 24 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,085,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $236,000 | 77 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,353,000 | 24 |
| Number of Managed Accounts | $25,775,000 | 13 |
| Personal Trust and Agency Accounts | $6,208,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $244,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $168,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,760,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $9,481,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,578,000 | 9 |
| Other Fiduciary Accounts | $1,336,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,760,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,578,000 | 51 |
| Personal Trust and Agency Accounts | $341,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $586,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $262,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 26 |
| Other Fiduciary Accounts | $256,000 | 16 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,046,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $245,000 | 59 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,445,000 | 24 |
| Number of Managed Accounts | $25,283,000 | 13 |
| Personal Trust and Agency Accounts | $6,326,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $255,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $175,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,719,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $9,444,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,610,000 | 9 |
| Other Fiduciary Accounts | $754,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,719,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,162,000 | 42 |
| Personal Trust and Agency Accounts | $353,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $595,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $251,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 24 |
| Other Fiduciary Accounts | $834,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,006,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $249,000 | 59 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,767,000 | 23 |
| Number of Managed Accounts | $25,416,000 | 13 |
| Personal Trust and Agency Accounts | $6,606,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $272,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $180,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,613,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $9,526,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,660,000 | 9 |
| Other Fiduciary Accounts | $559,000 | 1 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,613,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,351,000 | 39 |
| Personal Trust and Agency Accounts | $359,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $600,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 24 |
| Number non-managed other employee benefit and retirement-related accounts | $256,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 23 |
| Other Fiduciary Accounts | $1,008,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,980,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $254,000 | 58 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,808,000 | 23 |
| Number of Managed Accounts | $25,075,000 | 13 |
| Personal Trust and Agency Accounts | $6,664,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $273,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $187,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,538,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $9,495,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,695,000 | 9 |
| Other Fiduciary Accounts | $223,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,538,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $16,000 | 45 |
| Number of Non-Managed Accounts | $2,733,000 | 38 |
| Personal Trust and Agency Accounts | $358,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $609,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $96,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $259,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
| Number (#) individual retirement, health savings, and other similar accounts | $29,000 | 21 |
| Other Fiduciary Accounts | $1,382,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,053,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $257,000 | 71 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,760,000 | 23 |
| Number of Managed Accounts | $24,951,000 | 13 |
| Personal Trust and Agency Accounts | $6,745,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $278,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $193,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,413,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $9,425,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,743,000 | 9 |
| Other Fiduciary Accounts | $154,000 | 9 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,413,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,809,000 | 36 |
| Personal Trust and Agency Accounts | $360,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $613,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $97,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $261,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $28,000 | 22 |
| Other Fiduciary Accounts | $1,450,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,017,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $261,000 | 54 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,807,000 | 24 |
| Number of Managed Accounts | $24,817,000 | 13 |
| Personal Trust and Agency Accounts | $16,531,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $240,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $188,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,372,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $183,000 | 217 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,250,000 | 12 |
| Other Fiduciary Accounts | $53,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,310,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,990,000 | 33 |
| Personal Trust and Agency Accounts | $497,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $611,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $86,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $379,000 | 32 |
| Corporate Trust and Agency Accounts | $2,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
| Other Fiduciary Accounts | $1,415,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,942,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $259,000 | 53 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,929,000 | 24 |
| Number of Managed Accounts | $24,923,000 | 12 |
| Personal Trust and Agency Accounts | $16,700,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $245,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $193,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,284,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $195,000 | 210 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,258,000 | 12 |
| Other Fiduciary Accounts | $48,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,223,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,006,000 | 34 |
| Personal Trust and Agency Accounts | $497,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $610,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $92,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $382,000 | 31 |
| Corporate Trust and Agency Accounts | $2,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
| Other Fiduciary Accounts | $1,423,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,947,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $261,000 | 53 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,837,000 | 22 |
| Number of Managed Accounts | $24,843,000 | 12 |
| Personal Trust and Agency Accounts | $16,679,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $245,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $195,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $6,186,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $206,000 | 210 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,285,000 | 12 |
| Other Fiduciary Accounts | $47,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $6,118,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $17,000 | 45 |
| Number of Non-Managed Accounts | $2,994,000 | 35 |
| Personal Trust and Agency Accounts | $549,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $609,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $348,000 | 42 |
| Corporate Trust and Agency Accounts | $2,000 | 196 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 319 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
| Other Fiduciary Accounts | $1,384,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,970,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $277,000 | 62 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $27,592,000 | 22 |
| Number of Managed Accounts | $24,597,000 | 13 |
| Personal Trust and Agency Accounts | $16,587,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $246,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $202,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $6,017,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $208,000 | 206 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,286,000 | 10 |
| Other Fiduciary Accounts | $51,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,947,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,995,000 | 33 |
| Personal Trust and Agency Accounts | $565,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $609,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $354,000 | 33 |
| Corporate Trust and Agency Accounts | $2,000 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 190 |
| Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
| Other Fiduciary Accounts | $1,361,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,633,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $283,000 | 50 |
| 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 | $26,821,000 | 23 |
| Number of Managed Accounts | $23,821,000 | 14 |
| Personal Trust and Agency Accounts | $16,200,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $404,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $203,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $5,476,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $225,000 | 197 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,263,000 | 11 |
| Other Fiduciary Accounts | $50,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,396,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,000,000 | 32 |
| Personal Trust and Agency Accounts | $575,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $659,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $352,000 | 32 |
| Corporate Trust and Agency Accounts | $2,000 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 121 |
| Other Fiduciary Accounts | $1,312,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,595,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $284,000 | 50 |
| 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 | $26,816,000 | 23 |
| Number of Managed Accounts | $23,836,000 | 13 |
| Personal Trust and Agency Accounts | $16,356,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $267,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $203,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $5,475,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $217,000 | 202 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,268,000 | 11 |
| Other Fiduciary Accounts | $50,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,395,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,980,000 | 35 |
| Personal Trust and Agency Accounts | $587,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $627,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $352,000 | 37 |
| Corporate Trust and Agency Accounts | $2,000 | 120 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 186 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 119 |
| Other Fiduciary Accounts | $1,312,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,603,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $284,000 | 55 |
| 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 | $26,447,000 | 24 |
| Number of Managed Accounts | $23,497,000 | 13 |
| Personal Trust and Agency Accounts | $16,177,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $263,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $203,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $5,319,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $222,000 | 201 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,264,000 | 11 |
| Other Fiduciary Accounts | $49,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,238,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $16,000 | 50 |
| Number of Non-Managed Accounts | $2,950,000 | 39 |
| Personal Trust and Agency Accounts | $607,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $633,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $99,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $350,000 | 49 |
| Corporate Trust and Agency Accounts | $2,000 | 203 |
| Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 313 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 144 |
| Other Fiduciary Accounts | $1,257,000 | 9 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,604,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $286,000 | 72 |
| 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 | $29,724,000 | 22 |
| Number of Managed Accounts | $23,403,000 | 13 |
| Personal Trust and Agency Accounts | $7,887,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $255,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $261,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $5,208,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $8,601,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,102,000 | 11 |
| Other Fiduciary Accounts | $89,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $5,113,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,321,000 | 23 |
| Personal Trust and Agency Accounts | $4,679,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $659,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $395,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $538,000 | 26 |
| Corporate Trust and Agency Accounts | $2,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 128 |
| Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 51 |
| Other Fiduciary Accounts | $34,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,295,000 | 27 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $289,000 | 54 |
| 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 | $29,492,000 | 23 |
| Number of Managed Accounts | $23,088,000 | 13 |
| Personal Trust and Agency Accounts | $7,970,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $244,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $277,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,993,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $8,449,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,065,000 | 11 |
| Other Fiduciary Accounts | $90,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,899,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,404,000 | 23 |
| Personal Trust and Agency Accounts | $4,704,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $673,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $408,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $555,000 | 27 |
| Corporate Trust and Agency Accounts | $2,000 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 82 |
| Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 52 |
| Other Fiduciary Accounts | $39,000 | 31 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,310,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $306,000 | 52 |
| 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 | $29,496,000 | 23 |
| Number of Managed Accounts | $23,017,000 | 13 |
| Personal Trust and Agency Accounts | $8,086,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $238,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $278,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,868,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $8,386,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,068,000 | 11 |
| Other Fiduciary Accounts | $93,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,774,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,479,000 | 24 |
| Personal Trust and Agency Accounts | $4,758,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $683,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $407,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $566,000 | 29 |
| Corporate Trust and Agency Accounts | $2,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 75 |
| Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 55 |
| Other Fiduciary Accounts | $38,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,323,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $311,000 | 54 |
| 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 | $29,414,000 | 21 |
| Number of Managed Accounts | $22,880,000 | 12 |
| Personal Trust and Agency Accounts | $8,179,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $236,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $276,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,736,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $8,289,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,079,000 | 11 |
| Other Fiduciary Accounts | $85,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,647,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $34,000 | 48 |
| Number of Non-Managed Accounts | $6,534,000 | 24 |
| Personal Trust and Agency Accounts | $4,790,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $677,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $415,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $581,000 | 34 |
| Corporate Trust and Agency Accounts | $2,000 | 214 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 91 |
| Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 47 |
| Other Fiduciary Accounts | $39,000 | 44 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,323,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $329,000 | 65 |
| 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 | $29,397,000 | 22 |
| Number of Managed Accounts | $22,806,000 | 13 |
| Personal Trust and Agency Accounts | $8,245,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $245,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $308,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,587,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $8,259,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,076,000 | 9 |
| Other Fiduciary Accounts | $86,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,501,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,591,000 | 24 |
| Personal Trust and Agency Accounts | $4,835,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $691,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $415,000 | 8 |
| Number non-managed other employee benefit and retirement-related accounts | $569,000 | 28 |
| Corporate Trust and Agency Accounts | $2,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 65 |
| Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 34 |
| Other Fiduciary Accounts | $46,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,338,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $328,000 | 48 |
| 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 | $29,122,000 | 22 |
| Number of Managed Accounts | $22,409,000 | 14 |
| Personal Trust and Agency Accounts | $8,277,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $236,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $306,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,416,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $8,024,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,066,000 | 9 |
| Other Fiduciary Accounts | $84,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,331,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,713,000 | 25 |
| Personal Trust and Agency Accounts | $4,925,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $701,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $411,000 | 9 |
| Number non-managed other employee benefit and retirement-related accounts | $593,000 | 27 |
| Corporate Trust and Agency Accounts | $2,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 63 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 30 |
| Other Fiduciary Accounts | $44,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,359,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $346,000 | 46 |
| 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 | $28,705,000 | 22 |
| Number of Managed Accounts | $21,891,000 | 14 |
| Personal Trust and Agency Accounts | $8,300,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $229,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $288,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,237,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $7,718,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,037,000 | 9 |
| Other Fiduciary Accounts | $82,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,159,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,814,000 | 24 |
| Personal Trust and Agency Accounts | $4,959,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $734,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $419,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $619,000 | 27 |
| Corporate Trust and Agency Accounts | $2,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $33,000 | 50 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 32 |
| Other Fiduciary Accounts | $34,000 | 36 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,256,000 | 28 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $363,000 | 49 |
| 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 | $28,465,000 | 23 |
| Number of Managed Accounts | $21,539,000 | 13 |
| Personal Trust and Agency Accounts | $8,344,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $164,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $274,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,104,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $7,548,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,027,000 | 9 |
| Other Fiduciary Accounts | $78,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $4,022,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $41,000 | 52 |
| Number of Non-Managed Accounts | $6,926,000 | 25 |
| Personal Trust and Agency Accounts | $5,021,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $741,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $417,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $638,000 | 32 |
| Corporate Trust and Agency Accounts | $2,000 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 58 |
| Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 25 |
| Other Fiduciary Accounts | $50,000 | 43 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,293,000 | 32 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $374,000 | 60 |
| 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 | $28,165,000 | 23 |
| Number of Managed Accounts | $21,267,000 | 13 |
| Personal Trust and Agency Accounts | $8,343,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $168,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $282,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $4,011,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $7,378,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,012,000 | 9 |
| Other Fiduciary Accounts | $73,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,933,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,898,000 | 25 |
| Personal Trust and Agency Accounts | $5,066,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $760,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $404,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $571,000 | 26 |
| Corporate Trust and Agency Accounts | $2,000 | 108 |
| Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 45 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 31 |
| Other Fiduciary Accounts | $45,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,376,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $369,000 | 47 |
| 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 | $28,083,000 | 23 |
| Number of Managed Accounts | $21,144,000 | 12 |
| Personal Trust and Agency Accounts | $8,429,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $175,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $285,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $3,896,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $7,261,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,027,000 | 9 |
| Other Fiduciary Accounts | $71,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,819,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,939,000 | 26 |
| Personal Trust and Agency Accounts | $5,100,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $768,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $393,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $594,000 | 27 |
| Corporate Trust and Agency Accounts | $2,000 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 48 |
| Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 31 |
| Other Fiduciary Accounts | $39,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,322,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $383,000 | 46 |
| 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 | $27,740,000 | 23 |
| Number of Managed Accounts | $20,779,000 | 13 |
| Personal Trust and Agency Accounts | $8,370,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $277,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $3,775,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $7,097,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,017,000 | 10 |
| Other Fiduciary Accounts | $67,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,694,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,961,000 | 26 |
| Personal Trust and Agency Accounts | $5,122,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $770,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $391,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $596,000 | 26 |
| Corporate Trust and Agency Accounts | $2,000 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 50 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 30 |
| Other Fiduciary Accounts | $37,000 | 33 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,364,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $384,000 | 43 |
| 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 | $27,626,000 | 22 |
| Number of Managed Accounts | $20,609,000 | 12 |
| Personal Trust and Agency Accounts | $8,431,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $159,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $276,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $3,722,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $6,932,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,017,000 | 9 |
| Other Fiduciary Accounts | $72,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,632,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,390,000 | 17 |
| Number of Non-Managed Accounts | $7,017,000 | 25 |
| Personal Trust and Agency Accounts | $5,162,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $772,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $383,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $608,000 | 30 |
| Corporate Trust and Agency Accounts | $2,000 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 59 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 31 |
| Other Fiduciary Accounts | $44,000 | 47 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,425,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $392,000 | 53 |
| 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 | $27,687,000 | 23 |
| Number of Managed Accounts | $20,581,000 | 14 |
| Personal Trust and Agency Accounts | $8,521,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $162,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $275,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $3,690,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $6,817,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,039,000 | 9 |
| Other Fiduciary Accounts | $77,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,593,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,106,000 | 24 |
| Personal Trust and Agency Accounts | $5,190,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $843,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $379,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $600,000 | 25 |
| Corporate Trust and Agency Accounts | $2,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $39,000 | 36 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 31 |
| Other Fiduciary Accounts | $38,000 | 32 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,395,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $398,000 | 41 |
| 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 | $27,758,000 | 23 |
| Number of Managed Accounts | $20,563,000 | 13 |
| Personal Trust and Agency Accounts | $8,625,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $163,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $272,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $3,631,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $6,752,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,041,000 | 8 |
| Other Fiduciary Accounts | $79,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,537,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,195,000 | 24 |
| Personal Trust and Agency Accounts | $5,219,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $870,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $374,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $595,000 | 26 |
| Corporate Trust and Agency Accounts | $2,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | $86,000 | 18 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 32 |
| Other Fiduciary Accounts | $35,000 | 35 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,308,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $408,000 | 35 |
| 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 | $27,757,000 | 22 |
| Number of Managed Accounts | $20,473,000 | 12 |
| Personal Trust and Agency Accounts | $8,717,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $163,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $272,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $3,574,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $6,599,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,072,000 | 8 |
| Other Fiduciary Accounts | $76,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,482,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,284,000 | 23 |
| Personal Trust and Agency Accounts | $5,271,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $878,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $381,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $624,000 | 25 |
| Corporate Trust and Agency Accounts | $2,000 | 124 |
| Number of investment management and advisory agency accounts, non-managed assets | $76,000 | 19 |
| Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 33 |
| Other Fiduciary Accounts | $37,000 | 34 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,292,000 | 29 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $420,000 | 37 |
| 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 | $27,683,000 | 22 |
| Number of Managed Accounts | $20,355,000 | 13 |
| Personal Trust and Agency Accounts | $8,846,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $150,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $279,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $3,522,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $6,401,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,083,000 | 8 |
| Other Fiduciary Accounts | $74,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,426,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,308,000 | 15 |
| Number of Non-Managed Accounts | $7,328,000 | 24 |
| Personal Trust and Agency Accounts | $5,316,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $883,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $385,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $619,000 | 32 |
| Corporate Trust and Agency Accounts | $2,000 | 242 |
| Number of investment management and advisory agency accounts, non-managed assets | $70,000 | 24 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 37 |
| Other Fiduciary Accounts | $39,000 | 58 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $4,255,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $425,000 | 47 |
| 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 | $27,666,000 | 21 |
| Number of Managed Accounts | $20,403,000 | 12 |
| Personal Trust and Agency Accounts | $8,990,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $161,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $285,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $3,520,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $6,275,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,102,000 | 8 |
| Other Fiduciary Accounts | $70,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,411,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,263,000 | 24 |
| Personal Trust and Agency Accounts | $5,240,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $896,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $380,000 | 10 |
| Number non-managed other employee benefit and retirement-related accounts | $620,000 | 27 |
| Corporate Trust and Agency Accounts | $2,000 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $74,000 | 20 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 33 |
| Other Fiduciary Accounts | $37,000 | 38 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,645,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $422,000 | 38 |
| 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 | $28,084,000 | 20 |
| Number of Managed Accounts | $20,580,000 | 12 |
| Personal Trust and Agency Accounts | $9,162,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $168,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $294,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $3,536,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $6,231,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,116,000 | 8 |
| Other Fiduciary Accounts | $73,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,417,000 | 10 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,504,000 | 24 |
| Personal Trust and Agency Accounts | $5,436,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $914,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $381,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $690,000 | 27 |
| Corporate Trust and Agency Accounts | $2,000 | 136 |
| Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 41 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 33 |
| Other Fiduciary Accounts | $41,000 | 37 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,607,000 | 30 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $451,000 | 37 |
| 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 | $28,288,000 | 21 |
| Number of Managed Accounts | $20,636,000 | 12 |
| Personal Trust and Agency Accounts | $9,287,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $296,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $3,520,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $6,147,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,133,000 | 8 |
| Other Fiduciary Accounts | $77,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,386,000 | 9 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,652,000 | 25 |
| Personal Trust and Agency Accounts | $5,506,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $985,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $377,000 | 12 |
| Number non-managed other employee benefit and retirement-related accounts | $710,000 | 26 |
| Corporate Trust and Agency Accounts | $2,000 | 136 |
| Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 43 |
| Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 34 |
| Other Fiduciary Accounts | $37,000 | 40 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,608,000 | 31 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $478,000 | 34 |
| 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 | $28,262,000 | 22 |
| Number of Managed Accounts | $20,574,000 | 13 |
| Personal Trust and Agency Accounts | $9,325,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $174,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $283,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $3,493,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $6,054,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,163,000 | 9 |
| Other Fiduciary Accounts | $82,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,352,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,820,000 | 15 |
| Number of Non-Managed Accounts | $7,688,000 | 27 |
| Personal Trust and Agency Accounts | $5,553,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,003,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $342,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $718,000 | 32 |
| Corporate Trust and Agency Accounts | $2,000 | 270 |
| Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 77 |
| Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 35 |
| Other Fiduciary Accounts | $36,000 | 57 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,773,000 | 33 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $486,000 | 46 |
| 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 | $28,261,000 | 25 |
| Number of Managed Accounts | $20,798,000 | 17 |
| Personal Trust and Agency Accounts | $9,570,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $169,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $279,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $3,564,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $7,182,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $34,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $7,463,000 | 29 |
| Personal Trust and Agency Accounts | $5,629,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $755,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $324,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $752,000 | 25 |
| Corporate Trust and Agency Accounts | $2,000 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 109 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,699,000 | 33 |
| 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 | $15,131,000 | 33 |
| Number of Managed Accounts | $9,126,000 | 25 |
| Personal Trust and Agency Accounts | $4,690,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $63,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,379,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $2,876,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $11,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,005,000 | 32 |
| Personal Trust and Agency Accounts | $5,027,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $387,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $167,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $424,000 | 34 |
| 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 | $0 | 117 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,337,000 | 51 |
| 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 | $15,243,000 | 32 |
| Number of Managed Accounts | $9,192,000 | 24 |
| Personal Trust and Agency Accounts | $4,728,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $62,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,368,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $2,914,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $11,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,051,000 | 31 |
| Personal Trust and Agency Accounts | $5,043,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $380,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $171,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $457,000 | 32 |
| 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 | $0 | 120 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,349,000 | 50 |
| 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 | $15,522,000 | 33 |
| Number of Managed Accounts | $9,415,000 | 25 |
| Personal Trust and Agency Accounts | $4,785,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $1,418,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $3,008,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,000 | 76 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,107,000 | 30 |
| Personal Trust and Agency Accounts | $5,056,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $406,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $176,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $469,000 | 44 |
| 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 | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,373,000 | 53 |
| 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 | $15,695,000 | 32 |
| Number of Managed Accounts | $9,578,000 | 24 |
| Personal Trust and Agency Accounts | $4,885,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $86,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $142,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $1,441,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $3,011,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $13,000 | 54 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,117,000 | 28 |
| Personal Trust and Agency Accounts | $5,042,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $421,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $176,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $478,000 | 35 |
| 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 | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,348,000 | 52 |
| 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 | $15,756,000 | 33 |
| Number of Managed Accounts | $9,581,000 | 25 |
| Personal Trust and Agency Accounts | $4,660,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $90,000 | 60 |
| Employee Benefit-defined Benefit Accounts | $145,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,455,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $3,219,000 | 28 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,000 | 56 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,175,000 | 29 |
| Personal Trust and Agency Accounts | $5,072,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $423,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $168,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $512,000 | 35 |
| 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 | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,358,000 | 56 |
| 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 | $15,633,000 | 33 |
| Number of Managed Accounts | $9,378,000 | 25 |
| Personal Trust and Agency Accounts | $4,590,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $87,000 | 65 |
| Employee Benefit-defined Benefit Accounts | $138,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $1,426,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $3,125,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,000 | 59 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,255,000 | 28 |
| Personal Trust and Agency Accounts | $5,134,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $426,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $173,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $522,000 | 34 |
| 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 | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,401,000 | 51 |
| 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 | $15,603,000 | 34 |
| Number of Managed Accounts | $9,266,000 | 27 |
| Personal Trust and Agency Accounts | $4,594,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 62 |
| Employee Benefit-defined Benefit Accounts | $144,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,422,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $3,004,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $11,000 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,337,000 | 28 |
| Personal Trust and Agency Accounts | $5,145,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $441,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $171,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $580,000 | 40 |
| 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 | $0 | 264 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,431,000 | 53 |
| 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 | $15,764,000 | 35 |
| Number of Managed Accounts | $9,640,000 | 26 |
| Personal Trust and Agency Accounts | $4,951,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $89,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $145,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,416,000 | 24 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $3,028,000 | 27 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $11,000 | 66 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,124,000 | 28 |
| Personal Trust and Agency Accounts | $4,869,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $485,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $179,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $591,000 | 27 |
| 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 | $0 | 127 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,421,000 | 48 |
| 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 | $15,900,000 | 33 |
| Number of Managed Accounts | $9,723,000 | 25 |
| Personal Trust and Agency Accounts | $5,019,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $91,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $142,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $1,406,000 | 22 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $3,054,000 | 26 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $11,000 | 63 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,177,000 | 28 |
| Personal Trust and Agency Accounts | $4,894,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $523,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $175,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $585,000 | 29 |
| 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 | $0 | 125 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,454,000 | 52 |
| 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 | $16,138,000 | 32 |
| Number of Managed Accounts | $9,746,000 | 24 |
| Personal Trust and Agency Accounts | $5,075,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $109,000 | 54 |
| Employee Benefit-defined Benefit Accounts | $147,000 | 20 |
| Number of other employee benefit and retirement-related accounts | $1,398,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $3,006,000 | 24 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $11,000 | 61 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,392,000 | 28 |
| Personal Trust and Agency Accounts | $4,899,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $721,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $180,000 | 23 |
| Number non-managed other employee benefit and retirement-related accounts | $592,000 | 29 |
| 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 | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,562,000 | 49 |
| 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 | $16,261,000 | 33 |
| Number of Managed Accounts | $9,731,000 | 25 |
| Personal Trust and Agency Accounts | $5,113,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $114,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $148,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,373,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $2,969,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $14,000 | 78 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,530,000 | 29 |
| Personal Trust and Agency Accounts | $4,912,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $795,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $234,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $589,000 | 40 |
| 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 | $0 | 263 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,568,000 | 50 |
| 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 | $16,197,000 | 34 |
| Number of Managed Accounts | $9,644,000 | 25 |
| Personal Trust and Agency Accounts | $5,135,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $84,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $104,000 | 24 |
| Number of other employee benefit and retirement-related accounts | $1,366,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $2,943,000 | 25 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $12,000 | 62 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,553,000 | 30 |
| Personal Trust and Agency Accounts | $4,901,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $780,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $265,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $607,000 | 29 |
| 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 | $0 | 121 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,541,000 | 47 |
| 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 | $16,375,000 | 32 |
| Number of Managed Accounts | $9,781,000 | 24 |
| Personal Trust and Agency Accounts | $5,140,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $88,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 23 |
| Number of other employee benefit and retirement-related accounts | $1,387,000 | 17 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $3,039,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $15,000 | 64 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,594,000 | 29 |
| Personal Trust and Agency Accounts | $4,929,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $774,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $268,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $623,000 | 28 |
| 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 | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,560,000 | 47 |
| 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 | $16,523,000 | 32 |
| Number of Managed Accounts | $9,908,000 | 24 |
| Personal Trust and Agency Accounts | $5,183,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $108,000 | 56 |
| Employee Benefit-defined Benefit Accounts | $143,000 | 19 |
| Number of other employee benefit and retirement-related accounts | $1,380,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $3,079,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $15,000 | 66 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $6,615,000 | 29 |
| Personal Trust and Agency Accounts | $4,932,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $761,000 | 32 |
| Employee Benefit-defined Benefit Accounts | $287,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $630,000 | 28 |
| Corporate Trust and Agency Accounts | $5,000 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 129 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,573,000 | 47 |
| 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 | $23,028,000 | 27 |
| Number of Managed Accounts | $13,205,000 | 23 |
| Personal Trust and Agency Accounts | $7,328,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $314,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $169,000 | 18 |
| Number of other employee benefit and retirement-related accounts | $1,436,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $3,937,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $21,000 | 72 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,823,000 | 27 |
| Personal Trust and Agency Accounts | $7,841,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $898,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $361,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $707,000 | 33 |
| Corporate Trust and Agency Accounts | $15,000 | 157 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 233 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,832,000 | 46 |
| 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 | $22,644,000 | 25 |
| Number of Managed Accounts | $12,848,000 | 20 |
| Personal Trust and Agency Accounts | $7,329,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $334,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $172,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,307,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $3,687,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $19,000 | 55 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,796,000 | 27 |
| Personal Trust and Agency Accounts | $7,835,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $899,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $342,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $706,000 | 22 |
| Corporate Trust and Agency Accounts | $14,000 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 134 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,819,000 | 43 |
| 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 | $22,693,000 | 23 |
| Number of Managed Accounts | $12,839,000 | 19 |
| Personal Trust and Agency Accounts | $7,371,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $335,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $203,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $1,289,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $3,620,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $21,000 | 52 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $9,854,000 | 29 |
| Personal Trust and Agency Accounts | $7,837,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $934,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $335,000 | 19 |
| Number non-managed other employee benefit and retirement-related accounts | $735,000 | 22 |
| Corporate Trust and Agency Accounts | $13,000 | 121 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 136 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,829,000 | 39 |
| 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 | $24,528,000 | 24 |
| Number of Managed Accounts | $13,921,000 | 21 |
| Personal Trust and Agency Accounts | $7,614,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $702,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $246,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $1,395,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $3,930,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $34,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $10,607,000 | 24 |
| Personal Trust and Agency Accounts | $7,846,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,574,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $369,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $804,000 | 22 |
| Corporate Trust and Agency Accounts | $14,000 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 132 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,842,000 | 43 |
| 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 | $25,166,000 | 26 |
| Number of Managed Accounts | $13,666,000 | 21 |
| Personal Trust and Agency Accounts | $7,344,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,029,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $241,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,337,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $3,679,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $36,000 | 53 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $11,500,000 | 25 |
| Personal Trust and Agency Accounts | $7,844,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,427,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $384,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $831,000 | 31 |
| Corporate Trust and Agency Accounts | $14,000 | 158 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 286 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,802,000 | 43 |
| 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 | $28,046,000 | 23 |
| Number of Managed Accounts | $14,037,000 | 20 |
| Personal Trust and Agency Accounts | $7,574,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,554,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $249,000 | 16 |
| Number of other employee benefit and retirement-related accounts | $1,431,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $3,098,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $131,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,009,000 | 19 |
| Personal Trust and Agency Accounts | $7,858,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,858,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $374,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $872,000 | 23 |
| Corporate Trust and Agency Accounts | $47,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 126 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,823,000 | 43 |
| 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 | $28,625,000 | 22 |
| Number of Managed Accounts | $14,173,000 | 20 |
| Personal Trust and Agency Accounts | $7,554,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,667,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $275,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $1,461,000 | 17 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $3,082,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $134,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,452,000 | 19 |
| Personal Trust and Agency Accounts | $7,900,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,216,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $389,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $899,000 | 25 |
| Corporate Trust and Agency Accounts | $48,000 | 87 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 128 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,858,000 | 43 |
| 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 | $34,230,000 | 21 |
| Number of Managed Accounts | $14,622,000 | 19 |
| Personal Trust and Agency Accounts | $7,514,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,200,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $267,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $1,443,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $3,065,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $133,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $19,608,000 | 18 |
| Personal Trust and Agency Accounts | $7,937,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,267,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $417,000 | 20 |
| Number non-managed other employee benefit and retirement-related accounts | $929,000 | 24 |
| Corporate Trust and Agency Accounts | $5,057,000 | 12 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 119 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,986,000 | 43 |
| 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 | $35,700,000 | 20 |
| Number of Managed Accounts | $15,253,000 | 19 |
| Personal Trust and Agency Accounts | $7,587,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,738,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $288,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $1,439,000 | 16 |
| Corporate Trust and Agency Accounts | $35,000 | 49 |
| Number of managed investment management and investment advisory agency accounts | $3,030,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $136,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $20,447,000 | 17 |
| Personal Trust and Agency Accounts | $7,947,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,082,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $414,000 | 21 |
| Number non-managed other employee benefit and retirement-related accounts | $947,000 | 33 |
| Corporate Trust and Agency Accounts | $6,056,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 250 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,015,000 | 47 |
| 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 | $34,906,000 | 20 |
| Number of Managed Accounts | $15,319,000 | 17 |
| Personal Trust and Agency Accounts | $7,569,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,755,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $293,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $1,454,000 | 16 |
| Corporate Trust and Agency Accounts | $58,000 | 24 |
| Number of managed investment management and investment advisory agency accounts | $3,036,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $154,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $19,587,000 | 17 |
| Personal Trust and Agency Accounts | $7,894,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,845,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $24,000 | 70 |
| Number non-managed other employee benefit and retirement-related accounts | $949,000 | 26 |
| Corporate Trust and Agency Accounts | $5,874,000 | 9 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 137 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,992,000 | 44 |
| 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 | $35,705,000 | 21 |
| Number of Managed Accounts | $15,600,000 | 17 |
| Personal Trust and Agency Accounts | $7,540,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,027,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $327,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $1,430,000 | 16 |
| Corporate Trust and Agency Accounts | $56,000 | 25 |
| Number of managed investment management and investment advisory agency accounts | $3,064,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $156,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $20,105,000 | 18 |
| Personal Trust and Agency Accounts | $7,935,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,609,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $459,000 | 17 |
| Number non-managed other employee benefit and retirement-related accounts | $1,010,000 | 28 |
| Corporate Trust and Agency Accounts | $6,091,000 | 11 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $1,000 | 140 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,083,000 | 47 |
| 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 | $35,583,000 | 21 |
| Number of Managed Accounts | $15,692,000 | 17 |
| Personal Trust and Agency Accounts | $7,217,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,193,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $308,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $1,451,000 | 16 |
| Corporate Trust and Agency Accounts | $51,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $3,316,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $156,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $19,891,000 | 17 |
| Personal Trust and Agency Accounts | $7,894,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,340,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $463,000 | 14 |
| Number non-managed other employee benefit and retirement-related accounts | $1,026,000 | 29 |
| Corporate Trust and Agency Accounts | $6,168,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 158 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,102,000 | 46 |
| 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 | $35,163,000 | 21 |
| Number of Managed Accounts | $15,275,000 | 17 |
| Personal Trust and Agency Accounts | $6,913,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,297,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $282,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $1,362,000 | 17 |
| Corporate Trust and Agency Accounts | $51,000 | 41 |
| Number of managed investment management and investment advisory agency accounts | $3,300,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $70,000 | 47 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $19,888,000 | 16 |
| Personal Trust and Agency Accounts | $7,873,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,207,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $460,000 | 15 |
| Number non-managed other employee benefit and retirement-related accounts | $1,056,000 | 32 |
| Corporate Trust and Agency Accounts | $6,292,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 305 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,134,000 | 46 |
| 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 | $32,622,000 | 18 |
| Number of Managed Accounts | $14,642,000 | 19 |
| Personal Trust and Agency Accounts | $6,769,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,262,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $240,000 | 17 |
| Number of other employee benefit and retirement-related accounts | $1,217,000 | 18 |
| Corporate Trust and Agency Accounts | $27,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $3,058,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $69,000 | 48 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,980,000 | 15 |
| Personal Trust and Agency Accounts | $7,545,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,012,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $450,000 | 18 |
| Number non-managed other employee benefit and retirement-related accounts | $1,251,000 | 25 |
| Corporate Trust and Agency Accounts | $5,722,000 | 10 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $0 | 297 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,102,000 | 36 |
| 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 |